Salesforce, Inc.
CRM- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001108524
近 90 天，Salesforce, Inc. 內部人申報 1 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 2,492 家機構在 13F 申報持有，市值合計 $1,095 億；Oakmark（Harris Associates）、ValueAct 資本等 4 位大師持有。
2023 年第 3 季 13F 持有人
Salesforce, Inc. 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,294
- 較 2023 年第 2 季 +24 家
- 持有股數
- 7.65 億
- 較 2023 年第 2 季 +63.9 萬 (+0.1%)
- 總市值
- $1,551 億
- 較 2023 年第 2 季 −$56.9 億 (−3.5%)
- 新進機構
- 152
- 另有 949 家加碼
- 清倉機構
- 128
- 另有 882 家減碼
另有 31 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CRM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,492 | $1,095 億 |
| 2026 年第 1 季 | 2,696 | $1,379 億 |
| 2025 年第 4 季 | 2,959 | $2,019 億 |
| 2025 年第 3 季 | 2,816 | $1,798 億 |
| 2025 年第 2 季 | 2,960 | $2,100 億 |
| 2025 年第 1 季 | 2,956 | $2,091 億 |
| 2024 年第 4 季 | 3,110 | $2,587 億 |
| 2024 年第 3 季 | 2,657 | $2,091 億 |
| 2024 年第 2 季 | 2,630 | $1,988 億 |
| 2024 年第 1 季 | 2,769 | $2,357 億 |
| 2023 年第 4 季 | 2,601 | $2,048 億 |
| 2023 年第 3 季 | 2,294 | $1,551 億 |
| 2023 年第 2 季 | 2,301 | $1,617 億 |
| 2023 年第 1 季 | 2,183 | $1,533 億 |
| 2022 年第 4 季 | 2,027 | $1,008 億 |
| 2022 年第 3 季 | 2,060 | $1,114 億 |
| 2022 年第 2 季 | 2,140 | $1,282 億 |
| 2022 年第 1 季 | 2,282 | $1,630 億 |
| 2021 年第 4 季 | 2,356 | $1,955 億 |
| 2021 年第 3 季 | 2,188 | $2,078 億 |
| 2021 年第 2 季 | 2,071 | $1,781 億 |
| 2021 年第 1 季 | 1,989 | $1,513 億 |
2023 年第 3 季持有機構
每家機構持有 Salesforce, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Portfolio Partners LLC | 1,685 | $34.2 萬 | 0.09% | −29−1.7% | 減碼 |
| Thrive Capital Management, LLC | 1,703 | $34.5 萬 | 0.19% | +483+39.6% | 加碼 |
| Meridian Investment Counsel Inc. | 1,710 | $34.7 萬 | 0.13% | −500−22.6% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,711 | $34.7 萬 | 0.15% | +67+4.1% | 加碼 |
| Cedar Wealth Management, LLC | 1,712 | $34.7 萬 | 0.14% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 1,715 | $34.8 萬 | 0.23% | −84−4.7% | 減碼 |
| OneAscent Wealth Management LLC | 1,724 | $35.0 萬 | 0.15% | −189−9.9% | 減碼 |
| Accel Wealth Management | 1,729 | $35.1 萬 | 0.20% | −20−1.1% | 減碼 |
| BKD Wealth Advisors, LLC | 1,739 | $35.3 萬 | 0.01% | −1,361−43.9% | 減碼 |
| Pointe Capital Management LLC | 1,739 | $35.3 萬 | 0.28% | +188+12.1% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,742 | $35.3 萬 | 0.32% | +50+3.0% | 加碼 |
| Pacific Sage Partners, LLC | 1,748 | $35.4 萬 | 0.11% | −17−1.0% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,756 | $35.6 萬 | 0.12% | 00.0% | 不變 |
| Dougherty Wealth Advisers LLC | 1,760 | $35.7 萬 | 0.41% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 1,764 | $35.8 萬 | 0.16% | +242+15.9% | 加碼 |
| Wedge Capital Management L L P | 1,772 | $35.9 萬 | 0.01% | +18+1.0% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,774 | $36.0 萬 | 0.08% | +13+0.7% | 加碼 |
| D'Orazio & Associates, Inc. | 1,775 | $36.0 萬 | 0.08% | +148+9.1% | 加碼 |
| Copperleaf Capital, LLC | 1,778 | $36.1 萬 | 0.39% | −273−13.3% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,780 | $36.1 萬 | 0.19% | +381+27.2% | 加碼 |
| Private Advisory Group LLC | 1,781 | $36.1 萬 | 0.07% | −1,591−47.2% | 減碼 |
| Integrated Investment Consultants, LLC | 1,792 | $36.3 萬 | 0.13% | −259−12.6% | 減碼 |
| Harvest Management LLC | 1,800 | $36.5 萬 | 0.21% | 00.0% | 不變 |
| Revolve Wealth Partners, LLC | 1,816 | $36.8 萬 | 0.09% | +28+1.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,821 | $36.9 萬 | 0.13% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 1,821 | $36.9 萬 | 0.06% | +767+72.8% | 加碼 |
| Perennial Advisors, LLC | 1,831 | $37.1 萬 | 0.10% | −2−0.1% | 減碼 |
| Patron Partners Advisors, LLC | 1,837 | $37.3 萬 | 0.27% | +65+3.7% | 加碼 |
| Verdence Capital Advisors LLC | 1,839 | $37.3 萬 | 0.04% | +328+21.7% | 加碼 |
| Proficio Capital Partners LLC | 1,840 | $37.3 萬 | 0.05% | +56+3.1% | 加碼 |
| Mather Group, LLC. | 1,847 | $37.4 萬 | 0.01% | +636+52.5% | 加碼 |
| Berger Financial Group, Inc | 1,847 | $37.5 萬 | 0.04% | +20+1.1% | 加碼 |
| Avalon Trust Co | 1,856 | $37.6 萬 | 0.04% | 00.0% | 不變 |
| Claybrook Capital, LLC | 1,857 | $37.7 萬 | 0.22% | −3,093−62.5% | 減碼 |
| Lakeview Capital Partners, LLC | 1,860 | $37.7 萬 | 0.07% | −226−10.8% | 減碼 |
| Essex LLC | 1,867 | $37.9 萬 | 0.11% | −125−6.3% | 減碼 |
| Brandywine Oak Private Wealth LLC | 1,876 | $38.0 萬 | 0.05% | −400−17.6% | 減碼 |
| Contravisory Investment Management, Inc. | 1,877 | $38.1 萬 | 0.11% | −71−3.6% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,879 | $38.1 萬 | 0.22% | +27+1.5% | 加碼 |
| Ategra Capital Management, LLC | 1,880 | $38.1 萬 | 0.21% | 00.0% | 不變 |
| Barnes Pettey Financial Advisors, LLC | 1,884 | $38.2 萬 | 0.35% | −500−21.0% | 減碼 |
| Mondrian Investment Partners LTD | 1,887 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 1,887 | $38.3 萬 | 0.22% | +199+11.8% | 加碼 |
| Keystone Financial Group | 1,892 | $38.4 萬 | 0.06% | −87−4.4% | 減碼 |
| WBH Advisory Inc | 1,894 | $38.4 萬 | 0.05% | +732+63.0% | 加碼 |
| Baxter Bros Inc | 1,896 | $38.4 萬 | 0.06% | +16+0.9% | 加碼 |
| Winthrop Advisory Group LLC | 1,896 | $38.4 萬 | 0.06% | −183−8.8% | 減碼 |
| Arden Trust Co | 1,903 | $38.6 萬 | 0.06% | −110−5.5% | 減碼 |
| Arcataur Capital Management LLC | 1,905 | $38.6 萬 | 0.16% | 00.0% | 不變 |
| MQS Management LLC | 1,910 | $38.7 萬 | 0.24% | +1,910 | 新進 |
| SOA Wealth Advisors, LLC. | 1,911 | $38.8 萬 | 0.10% | −28−1.4% | 減碼 |
| Cape Investment Advisory, Inc. | 1,913 | $38.8 萬 | 0.22% | +24+1.3% | 加碼 |
| Synergy Financial Group, LTD | 1,916 | $38.9 萬 | 0.54% | −79−4.0% | 減碼 |
| Cubic Asset Management, LLC | 1,920 | $38.9 萬 | 0.11% | +120+6.7% | 加碼 |
| Connecticut Wealth Management, LLC | 1,923 | $39.0 萬 | 0.03% | +6+0.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,924 | $39.0 萬 | 0.13% | +20+1.1% | 加碼 |
| Harbour Investments, Inc. | 1,927 | $39.1 萬 | 0.02% | +535+38.4% | 加碼 |
| IFG Advisory, LLC | 1,927 | $39.1 萬 | 0.03% | +1,927 | 新進 |
| D.B. Root & Company, LLC | 1,935 | $39.2 萬 | 0.15% | −31−1.6% | 減碼 |
| Ewa, LLC | 1,850 | $39.8 萬 | 0.26% | +445+31.7% | 加碼 |
| Bremer Bank National Association | 1,967 | $39.9 萬 | 0.08% | −82−4.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 1,968 | $39.9 萬 | 0.05% | +173+9.6% | 加碼 |
| Avory & Company, LLC | 1,976 | $40.1 萬 | 0.34% | −1,097−35.7% | 減碼 |
| Beaumont Financial Advisors, LLC | 1,977 | $40.1 萬 | 0.04% | −47−2.3% | 減碼 |
| Saiph Capital, LLC | 1,984 | $40.2 萬 | 0.22% | −159−7.4% | 減碼 |
| Rational Advisors LLC | 1,983 | $40.3 萬 | 0.04% | −5,274−72.7% | 減碼 |
| Eads & Heald Wealth Management | 1,991 | $40.4 萬 | 0.21% | −100−4.8% | 減碼 |
| GYL Financial Synergies, LLC | 1,994 | $40.4 萬 | 0.04% | +81+4.2% | 加碼 |
| Peterson Wealth Services | 1,996 | $40.5 萬 | 0.30% | +92+4.8% | 加碼 |
| Two Sigma Securities, LLC | 2,010 | $40.8 萬 | 0.02% | −35,148−94.6% | 減碼 |
| Essex Financial Services, Inc. | 2,010 | $40.8 萬 | 0.05% | +5+0.2% | 加碼 |
| Brio Consultants, LLC | 2,010 | $40.8 萬 | 0.08% | +405+25.2% | 加碼 |
| Blue Barn Wealth, LLC | 2,012 | $40.8 萬 | 0.27% | +8+0.4% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,032 | $41.3 萬 | 0.09% | −61−2.9% | 減碼 |
| Community Financial Services Group, LLC | 2,039 | $41.3 萬 | 0.10% | +2,039 | 新進 |
| Intrua Financial, LLC | 2,042 | $41.4 萬 | 0.07% | −38−1.8% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,052 | $41.6 萬 | 0.05% | +55+2.8% | 加碼 |
| Sheets Smith Wealth Management | 2,053 | $41.6 萬 | 0.06% | +2,053 | 新進 |
| Wealth Alliance Advisory Group, LLC | 2,058 | $41.7 萬 | 0.12% | +182+9.7% | 加碼 |
| Alley Investment Management Company, LLC | 2,060 | $41.8 萬 | 0.07% | +60+3.0% | 加碼 |
| Fulcrum Capital LLC | 2,061 | $41.8 萬 | 0.12% | −622−23.2% | 減碼 |
| Truvestments Capital LLC | 2,076 | $42.1 萬 | 0.22% | +70+3.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 2,081 | $42.2 萬 | 0.04% | 00.0% | 不變 |
| Provence Wealth Management Group | 2,090 | $42.4 萬 | 0.26% | +45+2.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,094 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 2,099 | $42.6 萬 | 0.16% | −55−2.6% | 減碼 |
| Stokes Family Office, LLC | 2,103 | $42.6 萬 | 0.05% | −56−2.6% | 減碼 |
| Concentric Capital Strategies, LP | 2,104 | $42.7 萬 | 0.05% | −1,257−37.4% | 減碼 |
| Austin Private Wealth, LLC | 2,104 | $42.7 萬 | 0.06% | +138+7.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 2,104 | $42.7 萬 | 0.02% | −256−10.8% | 減碼 |
| Kensington Investment Counsel, LLC | 2,108 | $42.7 萬 | 0.27% | −826−28.2% | 減碼 |
| Magnus Financial Group LLC | 2,123 | $43.1 萬 | 0.06% | −42−1.9% | 減碼 |
| WESPAC Advisors SoCal, LLC | 2,124 | $43.1 萬 | 0.15% | 00.0% | 不變 |
| Weil Company, Inc. | 2,129 | $43.2 萬 | 0.21% | −1,136−34.8% | 減碼 |
| Catalyst Private Wealth, LLC | 2,137 | $43.3 萬 | 0.26% | +26+1.2% | 加碼 |
| Valmark Advisers, Inc. | 2,139 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Tobam | 2,141 | $43.4 萬 | 0.03% | +202+10.4% | 加碼 |
| Vigilare Wealth Management | 2,145 | $43.5 萬 | 0.28% | −455−17.5% | 減碼 |
| St. Clair Advisors, LLC | 2,147 | $43.5 萬 | 0.17% | +147+7.4% | 加碼 |
| Johnson Financial Group, Inc. | 2,148 | $43.6 萬 | 0.03% | −114−5.0% | 減碼 |