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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 1,655 | $33.6 萬 | 0.03% | −25−1.5% | 減碼 |
| Future Fund LLC | 1,653 | $33.5 萬 | 0.93% | −115−6.5% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 1,645 | $33.4 萬 | 0.21% | +140+9.3% | 加碼 |
| JB Capital LLC | 1,643 | $33.3 萬 | 0.03% | +559+51.6% | 加碼 |
| SlateStone Wealth, LLC | 1,634 | $33.1 萬 | 0.05% | −20−1.2% | 減碼 |
| BluePath Capital Management, LLC | 1,623 | $32.9 萬 | 0.30% | +1,623 | 新進 |
| Geller Advisors LLC | 1,619 | $32.8 萬 | 0.04% | −2,936−64.5% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,618 | $32.8 萬 | 0.24% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,616 | $32.8 萬 | 0.03% | +500+44.8% | 加碼 |
| Northern Financial Advisors Inc | 1,610 | $32.6 萬 | 0.30% | −230−12.5% | 減碼 |
| Arcadia Investment Management Corp | 1,607 | $32.6 萬 | 0.07% | 00.0% | 不變 |
| TCWP LLC | 1,605 | $32.5 萬 | 0.25% | −12−0.7% | 減碼 |
| Sustainable Insight Capital Management, LLC | 1,599 | $32.4 萬 | 0.32% | −700−30.4% | 減碼 |
| Smith, Moore & Co. | 1,587 | $32.2 萬 | 0.04% | −50−3.1% | 減碼 |
| Capital Performance Advisors LLP | 1,587 | $32.2 萬 | 0.16% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 1,584 | $32.1 萬 | 0.02% | −27−1.7% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 1,576 | $31.9 萬 | 0.16% | +108+7.4% | 加碼 |
| Resonant Capital Advisors, LLC | 1,570 | $31.8 萬 | 0.03% | +52+3.4% | 加碼 |
| Koss-Olinger Consulting, LLC | 1,569 | $31.8 萬 | 0.05% | −99−5.9% | 減碼 |
| LJI Wealth Management, LLC | 1,567 | $31.8 萬 | 0.09% | +254+19.3% | 加碼 |
| CNB Bank | 1,560 | $31.6 萬 | 0.19% | +12+0.8% | 加碼 |
| WNY Asset Management, LLC | 1,557 | $31.6 萬 | 0.06% | −220−12.4% | 減碼 |
| Hemenway Trust Co LLC | 1,555 | $31.5 萬 | 0.03% | −30−1.9% | 減碼 |
| Beacon Financial Advisory LLC | 1,554 | $31.5 萬 | 0.17% | +213+15.9% | 加碼 |
| Coury Firm Asset Management LLC | 1,553 | $31.5 萬 | 0.50% | +1,553 | 新進 |
| Crumly & Associates Inc. | 1,547 | $31.4 萬 | 0.12% | +139+9.9% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,546 | $31.3 萬 | 0.11% | 00.0% | 不變 |
| Buckingham Strategic Partners | 1,546 | $31.3 萬 | 0.02% | +1,546 | 新進 |
| Clarity Wealth Advisors, LLC | 1,541 | $31.2 萬 | 0.14% | +13+0.9% | 加碼 |
| Addison Advisors LLC | 1,535 | $31.1 萬 | 0.14% | +71+4.8% | 加碼 |
| Ssi Investment Management LLC | 1,534 | $31.1 萬 | 0.03% | −15−1.0% | 減碼 |
| Pathway Financial Advisors LLC | 1,532 | $31.1 萬 | 0.11% | 00.0% | 不變 |
| Wealth Dimensions Group, Ltd. | 1,530 | $31.0 萬 | 0.11% | −136−8.2% | 減碼 |
| RiverGlades Family Offices LLC | 1,525 | $30.9 萬 | 0.27% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 1,512 | $30.8 萬 | 0.23% | −19−1.2% | 減碼 |
| Peninsula Wealth, LLC | 1,520 | $30.7 萬 | 0.07% | −139−8.4% | 減碼 |
| Lee Danner & Bass Inc | 1,515 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 1,512 | $30.7 萬 | 0.09% | 00.0% | 不變 |
| FFT Wealth Management LLC | 1,512 | $30.7 萬 | 0.04% | +268+21.5% | 加碼 |
| Retirement Income Solutions, Inc | 1,510 | $30.6 萬 | 0.09% | 00.0% | 不變 |
| Jacobsen Capital Management | 1,507 | $30.6 萬 | 0.17% | +3+0.2% | 加碼 |
| First Heartland Consultants, Inc. | 1,506 | $30.5 萬 | 0.04% | +155+11.5% | 加碼 |
| Aristotle Atlantic Partners, LLC | 1,500 | $30.4 萬 | 0.01% | 00.0% | 不變 |
| Archetype Wealth Partners | 1,498 | $30.4 萬 | 0.06% | +1,498 | 新進 |
| Canton Hathaway, LLC | 1,488 | $30.2 萬 | 0.10% | −10−0.7% | 減碼 |
| Banco de Sabadell, S.A | 1,489 | $30.2 萬 | 0.26% | +180+13.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,489 | $30.2 萬 | 0.02% | −39,026−96.3% | 減碼 |
| High Note Wealth, LLC | 1,489 | $30.2 萬 | 0.12% | +49+3.4% | 加碼 |
| Carlson Capital Management | 1,485 | $30.1 萬 | 0.02% | +1,485 | 新進 |
| Capula Management Ltd | 1,482 | $30.1 萬 | 0.02% | +1,482 | 新進 |
| JT Stratford LLC | 1,481 | $30.0 萬 | 0.08% | −2,601−63.7% | 減碼 |
| PFG Advisors | 1,481 | $30.0 萬 | 0.03% | −422−22.2% | 減碼 |
| Nichols & Pratt Advisers LLP | 1,480 | $30.0 萬 | 0.02% | −2,500−62.8% | 減碼 |
| Outlook Wealth Advisors, LLC | 1,476 | $29.9 萬 | 0.11% | +337+29.6% | 加碼 |
| Windsor Capital Management, LLC | 1,475 | $29.9 萬 | 0.10% | +1,475 | 新進 |
| Paladin Advisory Group, LLC | 1,474 | $29.9 萬 | 0.25% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 1,474 | $29.9 萬 | 0.10% | −305−17.1% | 減碼 |
| Sonata Capital Group Inc | 1,467 | $29.7 萬 | 0.16% | −277−15.9% | 減碼 |
| Grandfield & Dodd, LLC | 1,464 | $29.7 萬 | 0.02% | −20−1.3% | 減碼 |
| Waddell & Associates, LLC | 1,462 | $29.7 萬 | 0.04% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,461 | $29.6 萬 | 0.04% | +35+2.5% | 加碼 |
| West Family Investments, Inc. | 1,459 | $29.6 萬 | 0.10% | −416−22.2% | 減碼 |
| Vantage Consulting Group Inc | 1,459 | $29.6 萬 | 0.20% | −57−3.8% | 減碼 |
| Syntax Advisors, LLC | 1,459 | $29.6 萬 | 0.26% | −57−3.8% | 減碼 |
| White Pine Capital LLC | 1,459 | $29.6 萬 | 0.12% | +479+48.9% | 加碼 |
| Meeder Asset Management Inc | 1,458 | $29.6 萬 | 0.02% | −88−5.7% | 減碼 |
| Waters Parkerson & Co., LLC | 1,457 | $29.5 萬 | 0.02% | −30−2.0% | 減碼 |
| Main Street Financial Solutions, LLC | 1,453 | $29.5 萬 | 0.04% | +11+0.8% | 加碼 |
| Advisory Alpha, LLC | 1,445 | $29.3 萬 | 0.02% | +1,445 | 新進 |
| Cookson Peirce & Co Inc | 1,445 | $29.3 萬 | 0.02% | −28−1.9% | 減碼 |
| Frank, Rimerman Advisors LLC | 1,444 | $29.3 萬 | 0.07% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 1,443 | $29.3 萬 | 0.32% | +1,443 | 新進 |
| DC Investments Management, LLC | 1,441 | $29.2 萬 | 0.37% | 00.0% | 不變 |
| Adirondack Trust Co | 1,441 | $29.2 萬 | 0.15% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,440 | $29.2 萬 | 0.04% | +6+0.4% | 加碼 |
| BIP Wealth, LLC | 1,440 | $29.2 萬 | 0.03% | +388+36.9% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,437 | $29.1 萬 | 0.13% | −51−3.4% | 減碼 |
| Semus Wealth Partners LLC | 1,434 | $29.1 萬 | 0.27% | +12+0.8% | 加碼 |
| Avenue 1 Advisors, LLC | 1,429 | $29.0 萬 | 0.14% | 00.0% | 不變 |
| Lodestar Private Asset Management LLC | 1,423 | $28.9 萬 | 0.05% | −28−1.9% | 減碼 |
| Aspire Capital Advisors LLC | 1,422 | $28.8 萬 | 0.13% | +19+1.4% | 加碼 |
| CVA Family Office, LLC | 1,419 | $28.8 萬 | 0.07% | +69+5.1% | 加碼 |
| Continuum Advisory, LLC | 1,417 | $28.7 萬 | 0.05% | −12−0.8% | 減碼 |
| Concord Asset Management, LLC | 1,415 | $28.7 萬 | 0.10% | +1,415 | 新進 |
| Cobblestone Capital Advisors LLC | 1,413 | $28.7 萬 | 0.02% | −4−0.3% | 減碼 |
| Hoylecohen, LLC | 1,409 | $28.6 萬 | 0.03% | −12−0.8% | 減碼 |
| Indiana Trust & Investment Management CO | 1,409 | $28.6 萬 | 0.14% | +220+18.5% | 加碼 |
| SPC Financial, Inc. | 1,404 | $28.5 萬 | 0.03% | +8+0.6% | 加碼 |
| Joel Isaacson & Co., LLC | 1,403 | $28.5 萬 | 0.02% | −20−1.4% | 減碼 |
| Kennedy Investment Group | 1,400 | $28.4 萬 | 0.17% | −150−9.7% | 減碼 |
| Dorchester Wealth Management Co | 1,400 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,396 | $28.3 萬 | 0.01% | +31+2.3% | 加碼 |
| IFG Advisors, LLC | 1,390 | $28.2 萬 | 0.10% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 1,387 | $28.1 萬 | 0.10% | +7+0.5% | 加碼 |
| Eudaimonia Partners, LLC | 1,379 | $28.0 萬 | 0.07% | −63−4.4% | 減碼 |
| Klingman & Associates, LLC | 1,379 | $28.0 萬 | 0.02% | −43−3.0% | 減碼 |
| Creative Financial Designs Inc | 1,374 | $27.9 萬 | 0.03% | 00.0% | 不變 |
| Callan Capital, LLC | 1,373 | $27.8 萬 | 0.03% | +315+29.8% | 加碼 |
| Private Capital Management LLC | 1,371 | $27.8 萬 | 0.08% | +67+5.1% | 加碼 |
| Well Done, LLC | 1,362 | $27.6 萬 | 0.06% | −15−1.1% | 減碼 |