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 2,493 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
- 2,293
- 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 948 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 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $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 |
|---|---|---|---|---|---|
| Hill Island Financial LLC | 2,747 | $55.7 萬 | 0.22% | −87−3.1% | 減碼 |
| Kapstone Financial Advisors LLC | 2,745 | $55.7 萬 | 0.50% | −87−3.1% | 減碼 |
| Golden Green, Inc. | 2,717 | $55.1 萬 | 0.58% | +377+16.1% | 加碼 |
| Relative Value Partners Group, LLC | 2,717 | $55.1 萬 | 0.04% | +2,717 | 新進 |
| Alta Advisers Ltd | 2,700 | $54.8 萬 | 0.32% | 00.0% | 不變 |
| Consolidated Portfolio Review Corp | 2,698 | $54.7 萬 | 0.13% | +88+3.4% | 加碼 |
| New Republic Capital, LLC | 2,693 | $54.6 萬 | 0.45% | +204+8.2% | 加碼 |
| AdvisorNet Financial, Inc | 2,694 | $54.6 萬 | 0.05% | +287+11.9% | 加碼 |
| Knuff & Co LLC | 2,690 | $54.5 萬 | 0.22% | 00.0% | 不變 |
| Malaga Cove Capital, LLC | 2,689 | $54.5 萬 | 0.25% | −142−5.0% | 減碼 |
| Drive Wealth Management, LLC | 2,634 | $53.4 萬 | 0.20% | −298−10.2% | 減碼 |
| Walkner Condon Financial Advisors LLC | 2,633 | $53.4 萬 | 0.14% | +74+2.9% | 加碼 |
| Studio Investment Management LLC | 2,624 | $53.2 萬 | 0.15% | −503−16.1% | 減碼 |
| Soltis Investment Advisors LLC | 2,621 | $53.1 萬 | 0.07% | +212+8.8% | 加碼 |
| Cantor Fitzgerald, L. P. | 2,620 | $53.1 萬 | 0.01% | −130−4.7% | 減碼 |
| Financial Advisory Service, Inc. | 2,604 | $52.8 萬 | 0.06% | +17+0.7% | 加碼 |
| Grey Street Capital, LLC | 2,600 | $52.7 萬 | 0.30% | 00.0% | 不變 |
| Masso Torrence Wealth Management Inc. | 2,599 | $52.7 萬 | 0.41% | −71−2.7% | 減碼 |
| Haverford Trust Co | 2,587 | $52.5 萬 | 0.01% | −200−7.2% | 減碼 |
| Covenant Partners, LLC | 2,575 | $52.2 萬 | 0.19% | −510−16.5% | 減碼 |
| Vicus Capital | 2,575 | $52.2 萬 | 0.05% | +1,558+153.2% | 加碼 |
| Key Financial Inc | 2,567 | $52.1 萬 | 0.18% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 2,508 | $52.0 萬 | 0.19% | +81+3.3% | 加碼 |
| First Citizens Bank & Trust Co | 2,564 | $52.0 萬 | 0.01% | −2,165−45.8% | 減碼 |
| Naples Global Advisors, LLC | 2,557 | $51.9 萬 | 0.06% | +363+16.5% | 加碼 |
| RAM Investment Partners, LLC | 2,553 | $51.8 萬 | 0.22% | −72−2.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 2,549 | $51.7 萬 | 0.01% | −1,589−38.4% | 減碼 |
| Gradient Investments LLC | 2,544 | $51.6 萬 | 0.01% | +98+4.0% | 加碼 |
| Washington Trust Advisors, Inc. | 2,537 | $51.4 萬 | 0.05% | +45+1.8% | 加碼 |
| Virtue Capital Management, LLC | 2,405 | $51.4 萬 | 0.09% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 2,534 | $51.4 萬 | 0.17% | +2,534 | 新進 |
| First Financial Corp | 2,530 | $51.3 萬 | 0.30% | +291+13.0% | 加碼 |
| Boothbay Fund Management, LLC | 2,527 | $51.2 萬 | 0.02% | −15,699−86.1% | 減碼 |
| Silverlake Wealth Management LLC | 2,519 | $51.1 萬 | 0.29% | +626+33.1% | 加碼 |
| Headinvest, LLC | 2,507 | $51.1 萬 | 0.11% | −22−0.9% | 減碼 |
| Change Path, LLC | 2,514 | $51.0 萬 | 0.04% | −4,149−62.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 2,508 | $50.9 萬 | 0.24% | +212+9.2% | 加碼 |
| Hengehold Capital Management LLC | 2,504 | $50.8 萬 | 0.07% | 00.0% | 不變 |
| Seaport Global Advisors, LLC | 2,499 | $50.7 萬 | 1.52% | −148−5.6% | 減碼 |
| Semmax Financial Advisors Inc. | 2,352 | $50.6 萬 | 0.20% | +2,352 | 新進 |
| Perfromance Wealth Partners, LLC | 2,491 | $50.5 萬 | 0.02% | +120+5.1% | 加碼 |
| Sunflower Bank, N.A. | 2,488 | $50.5 萬 | 0.12% | +151+6.5% | 加碼 |
| Solstein Capital, LLC | 2,487 | $50.4 萬 | 0.43% | 00.0% | 不變 |
| Advisory Research Inc | 2,485 | $50.4 萬 | 0.07% | +63+2.6% | 加碼 |
| IAM Advisory, LLC | 2,484 | $50.4 萬 | 0.18% | +2,484 | 新進 |
| Fayez Sarofim & Co | 2,478 | $50.2 萬 | 0.00% | +2,478 | 新進 |
| Jaffetilchin Investment Partners, LLC | 2,477 | $50.2 萬 | 0.06% | −65−2.6% | 減碼 |
| Circle Wealth Management, LLC | 2,443 | $49.5 萬 | 0.01% | +63+2.6% | 加碼 |
| Copperwynd Financial, LLC | 2,405 | $48.8 萬 | 0.23% | −468−16.3% | 減碼 |
| Allred Capital Management, LLC | 2,403 | $48.7 萬 | 0.24% | −14−0.6% | 減碼 |
| Vise Technologies, Inc. | 2,403 | $48.7 萬 | 0.12% | +185+8.3% | 加碼 |
| Symmetry Investments LP | 2,400 | $48.7 萬 | 0.14% | 00.0% | 不變 |
| Mirador Capital Partners LP | 2,388 | $48.4 萬 | 0.11% | −108−4.3% | 減碼 |
| Salvus Wealth Management, LLC | 2,383 | $48.3 萬 | 0.38% | +226+10.5% | 加碼 |
| Blueprint Investment Partners LLC | 2,383 | $48.3 萬 | 0.16% | −774−24.5% | 減碼 |
| Regent Peak Wealth Advisors LLC | 2,381 | $48.3 萬 | 0.15% | +50+2.1% | 加碼 |
| Castleview Partners, LLC | 2,378 | $48.2 萬 | 0.45% | +35+1.5% | 加碼 |
| Abbot Financial Management, Inc. | 2,368 | $48.0 萬 | 0.32% | −250−9.5% | 減碼 |
| Valley National Advisers Inc | 2,367 | $48.0 萬 | 0.08% | +129+5.8% | 加碼 |
| Riversedge Advisors, LLC | 2,353 | $47.7 萬 | 0.14% | +420+21.7% | 加碼 |
| Stiles Financial Services Inc | 2,326 | $47.2 萬 | 0.24% | −900−27.9% | 減碼 |
| Nwam LLC | 2,324 | $47.1 萬 | 0.05% | −388−14.3% | 減碼 |
| Sonen Capital LLC | 2,319 | $47.0 萬 | 0.92% | 00.0% | 不變 |
| Park National Corp | 2,305 | $46.7 萬 | 0.02% | +100+4.5% | 加碼 |
| Boston Trust Walden Corp | 2,302 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Parkside Advisors LLC | 2,299 | $46.6 萬 | 0.14% | 00.0% | 不變 |
| Investment House LLC | 2,293 | $46.5 萬 | 0.04% | −267−10.4% | 減碼 |
| IVC Wealth Advisors LLC | 2,293 | $46.5 萬 | 0.31% | −10−0.4% | 減碼 |
| Advisor Resource Council | 2,289 | $46.4 萬 | 0.31% | −113−4.7% | 減碼 |
| Adviser Investments LLC | 2,280 | $46.2 萬 | 0.01% | +2,280 | 新進 |
| Monetary Management Group Inc | 2,275 | $46.1 萬 | 0.15% | +325+16.7% | 加碼 |
| Blue Fin Capital, Inc. | 2,274 | $46.1 萬 | 0.13% | +144+6.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,274 | $46.1 萬 | 0.05% | +157+7.4% | 加碼 |
| Greenwich Wealth Management LLC | 2,265 | $45.9 萬 | 0.05% | +14+0.6% | 加碼 |
| Roberts Glore & Co Inc | 2,259 | $45.8 萬 | 0.15% | −78−3.3% | 減碼 |
| Prentice Wealth Management LLC | 2,256 | $45.7 萬 | 0.21% | +22+1.0% | 加碼 |
| National Wealth Management Group, LLC | 2,254 | $45.7 萬 | 0.50% | +2,254 | 新進 |
| New World Advisors LLC | 2,245 | $45.5 萬 | 0.16% | −7−0.3% | 減碼 |
| Delta Financial Advisors LLC | 2,233 | $45.3 萬 | 0.20% | 00.0% | 不變 |
| Financial Advisory Corp | 2,218 | $45.0 萬 | 0.21% | −759−25.5% | 減碼 |
| Csenge Advisory Group | 2,217 | $44.9 萬 | 0.03% | +217+10.9% | 加碼 |
| Centurion Wealth Management LLC | 2,216 | $44.9 萬 | 0.22% | −3−0.1% | 減碼 |
| Inscription Capital, LLC | 2,211 | $44.8 萬 | 0.15% | −635−22.3% | 減碼 |
| Confluence Wealth Services, Inc. | 2,208 | $44.8 萬 | 0.09% | +344+18.5% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,184 | $44.3 萬 | 0.46% | +199+10.0% | 加碼 |
| Regal Investment Advisors LLC | 2,175 | $44.1 萬 | 0.04% | −99−4.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 2,173 | $44.1 萬 | 0.19% | +466+27.3% | 加碼 |
| MRP Capital Investments, LLC | 2,159 | $43.8 萬 | 0.49% | −3,218−59.8% | 減碼 |
| Redwood Financial Network Corp | 2,156 | $43.7 萬 | 0.46% | −125−5.5% | 減碼 |
| Angeles Investment Advisors, LLC | 2,151 | $43.6 萬 | 0.03% | +97+4.7% | 加碼 |
| Global Trust Asset Management, LLC | 2,151 | $43.6 萬 | 0.21% | +320+17.5% | 加碼 |
| Johnson Financial Group, Inc. | 2,148 | $43.6 萬 | 0.03% | −114−5.0% | 減碼 |
| St. Clair Advisors, LLC | 2,147 | $43.5 萬 | 0.17% | +147+7.4% | 加碼 |
| Vigilare Wealth Management | 2,145 | $43.5 萬 | 0.28% | −455−17.5% | 減碼 |
| Tobam | 2,141 | $43.4 萬 | 0.03% | +202+10.4% | 加碼 |
| Valmark Advisers, Inc. | 2,139 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Private Wealth, LLC | 2,137 | $43.3 萬 | 0.26% | +26+1.2% | 加碼 |
| Weil Company, Inc. | 2,129 | $43.2 萬 | 0.21% | −1,136−34.8% | 減碼 |
| WESPAC Advisors SoCal, LLC | 2,124 | $43.1 萬 | 0.15% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,123 | $43.1 萬 | 0.06% | −42−1.9% | 減碼 |