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 4 季 13F 持有人
Salesforce, Inc. 在 2023/12/31 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
- 2,601
- 較 2023 年第 3 季 +344 家
- 持有股數
- 7.83 億
- 較 2023 年第 3 季 +1,924 萬 (+2.5%)
- 總市值
- $2,048 億
- 較 2023 年第 3 季 +$499.8 億 (+32.3%)
- 新進機構
- 442
- 另有 988 家加碼
- 清倉機構
- 98
- 另有 909 家減碼
另有 37 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 89,930 | $88.3 萬 | 0.03% | +89,930 | 新進 |
| Calamos Wealth Management LLC | 3,374 | $88.8 萬 | 0.06% | −38−1.1% | 減碼 |
| Wellington Wealth Strategies, LLC. | 3,378 | $88.9 萬 | 0.78% | +3,378 | 新進 |
| Sterling Investment Counsel, LLC | 3,388 | $89.2 萬 | 0.45% | +411+13.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,411 | $89.8 萬 | 0.12% | +41+1.2% | 加碼 |
| Credential Qtrade Securities Inc. | 3,416 | $89.9 萬 | 0.05% | −164−4.6% | 減碼 |
| Kraematon Investment Advisors, Inc | 3,416 | $89.9 萬 | 0.99% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 3,417 | $89.9 萬 | 0.10% | +511+17.6% | 加碼 |
| Symmetry Partners, LLC | 3,397 | $90.2 萬 | 0.05% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 3,438 | $90.5 萬 | 0.03% | +1,334+63.4% | 加碼 |
| Allstate Corp | 3,439 | $90.5 萬 | 0.06% | −182−5.0% | 減碼 |
| InterOcean Capital Group, LLC | 3,441 | $90.5 萬 | 0.02% | −52−1.5% | 減碼 |
| Tectonic Advisors LLC | 3,450 | $90.8 萬 | 0.08% | −19−0.5% | 減碼 |
| Perennial Investment Advisors, LLC | 3,456 | $90.9 萬 | 0.15% | −286−7.6% | 減碼 |
| Watershed Private Wealth LLC | 3,462 | $91.1 萬 | 0.50% | +356+11.5% | 加碼 |
| Unique Wealth Strategies, LLC | 3,469 | $91.3 萬 | 0.61% | +3,469 | 新進 |
| 17 Capital Partners, LLC | 3,481 | $91.6 萬 | 0.84% | +3,481 | 新進 |
| Plato Investment Management Ltd | 3,490 | $91.8 萬 | 1.13% | +3,490 | 新進 |
| Capital Management Associates | 3,500 | $92.1 萬 | 1.17% | +3,500 | 新進 |
| Empirical Asset Management, LLC | 3,529 | $92.9 萬 | 0.76% | +3,529 | 新進 |
| Congress Park Capital LLC | 3,530 | $92.9 萬 | 0.45% | +450+14.6% | 加碼 |
| Seed Wealth Management, Inc. | 3,650 | $93.5 萬 | 0.94% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 3,554 | $93.5 萬 | 0.22% | +3,554 | 新進 |
| Ipswich Investment Management Co., Inc. | 3,559 | $93.7 萬 | 0.24% | −11−0.3% | 減碼 |
| Staley Capital Advisers Inc | 3,565 | $93.8 萬 | 0.05% | +250+7.5% | 加碼 |
| Magnolia Capital Advisors LLC | 3,269 | $94.1 萬 | 0.69% | −14−0.4% | 減碼 |
| Sky Investment Group LLC | 3,586 | $94.4 萬 | 0.20% | −140−3.8% | 減碼 |
| Jarislowsky, Fraser Ltd | 3,600 | $94.7 萬 | 0.01% | +3,600 | 新進 |
| Brown Capital Management LLC | 3,601 | $94.8 萬 | 0.01% | −899−20.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,609 | $95.0 萬 | 0.18% | −63−1.7% | 減碼 |
| Lokken Investment Group LLC | 3,609 | $95.0 萬 | 0.54% | +10.0% | 加碼 |
| CFO4Life Group, LLC | 3,609 | $95.0 萬 | 0.18% | +164+4.8% | 加碼 |
| Guardian Capital Advisors LP | 3,642 | $95.0 萬 | 0.10% | +3,642 | 新進 |
| Glen Eagle Advisors, LLC | 3,615 | $95.1 萬 | 0.20% | −171−4.5% | 減碼 |
| Legacy Advisors, LLC | 3,631 | $95.5 萬 | 0.12% | +607+20.1% | 加碼 |
| Wallace Advisory Group, LLC | 4,715 | $95.6 萬 | 0.75% | −136−2.8% | 減碼 |
| Coppell Advisory Solutions LLC | 3,641 | $95.8 萬 | 0.19% | +3,461+1,922.8% | 加碼 |
| Steward Partners Investment Solutions, LLC | 3,648 | $96.0 萬 | 0.40% | +3,648 | 新進 |
| Paragon Private Wealth Management, LLC | 3,655 | $96.2 萬 | 0.67% | +3,655 | 新進 |
| HF Advisory Group, LLC | 3,660 | $96.3 萬 | 0.62% | −821−18.3% | 減碼 |
| Scharf Investments, LLC | 3,678 | $96.8 萬 | 0.03% | +3,678 | 新進 |
| Advisors Capital Management, LLC | 3,694 | $97.2 萬 | 0.02% | +92+2.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,701 | $97.4 萬 | 0.48% | +743+25.1% | 加碼 |
| Riverview Trust Co | 3,706 | $97.5 萬 | 0.99% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 3,708 | $97.6 萬 | 0.12% | +270+7.9% | 加碼 |
| HBK Sorce Advisory LLC | 3,715 | $97.8 萬 | 0.04% | −489−11.6% | 減碼 |
| Curbstone Financial Management Corp | 3,716 | $97.8 萬 | 0.22% | 00.0% | 不變 |
| Scissortail Wealth Management, LLC | 3,399 | $97.8 萬 | 0.31% | +3,399 | 新進 |
| Bond & Devick Financial Network, Inc. | 3,721 | $97.9 萬 | 0.56% | −226−5.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 3,731 | $98.2 萬 | 0.63% | +3,731 | 新進 |
| Parametrica Management Ltd | 3,743 | $98.5 萬 | 1.62% | +3,743 | 新進 |
| KWB Wealth | 3,745 | $98.5 萬 | 0.14% | +3,745 | 新進 |
| Salem Investment Counselors Inc | 3,751 | $98.7 萬 | 0.03% | +145+4.0% | 加碼 |
| Stock Yards Bank & Trust Co | 3,754 | $98.8 萬 | 0.04% | −364−8.8% | 減碼 |
| Byrne Asset Management LLC | 3,704 | $98.8 萬 | 0.75% | +3,299+814.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,767 | $99.1 萬 | 0.22% | +897+31.3% | 加碼 |
| FirstPurpose Wealth LLC | 3,778 | $99.4 萬 | 0.38% | +65+1.8% | 加碼 |
| LCM Capital Management Inc | 3,801 | $100.0 萬 | 0.72% | +12+0.3% | 加碼 |
| Everhart Financial Group, Inc. | 3,808 | $100.2 萬 | 0.35% | +208+5.8% | 加碼 |
| Oder Investment Management, LLC | 3,820 | $100.5 萬 | 0.99% | −29−0.8% | 減碼 |
| Augustine Asset Management Inc | 3,837 | $101.0 萬 | 0.45% | −30−0.8% | 減碼 |
| Investors Research Corp | 3,886 | $102.3 萬 | 0.25% | −405−9.4% | 減碼 |
| AlphaCore Capital LLC | 3,887 | $102.3 萬 | 0.15% | +37+1.0% | 加碼 |
| Claro Advisors LLC | 3,900 | $102.6 萬 | 0.22% | −247−6.0% | 減碼 |
| Community Bank & Trust, Waco, Texas | 3,912 | $102.9 萬 | 0.28% | −747−16.0% | 減碼 |
| Tilt Investment Management Holdings, PBC | 3,919 | $103.1 萬 | 1.11% | −1,396−26.3% | 減碼 |
| Rosenbaum Jay D. | 3,920 | $103.2 萬 | 2.67% | −3,385−46.3% | 減碼 |
| Cutler Group LP | 3,956 | $104.0 萬 | 0.14% | −9,760−71.2% | 減碼 |
| Atomi Financial Group, Inc. | 3,977 | $104.6 萬 | 0.14% | +937+30.8% | 加碼 |
| Consilium Wealth Advisory, LLC | 3,978 | $104.7 萬 | 0.63% | +295+8.0% | 加碼 |
| HWG Holdings LP | 4,016 | $105.7 萬 | 0.49% | +3,980+11,055.6% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,024 | $105.9 萬 | 0.32% | +144+3.7% | 加碼 |
| NorthStar Asset Management LLC | 4,027 | $106.0 萬 | 0.97% | +4,027 | 新進 |
| BigSur Wealth Management LLC | 4,030 | $106.0 萬 | 0.50% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 3,960 | $106.4 萬 | 0.19% | +970+32.4% | 加碼 |
| Shaker Investments LLC | 4,046 | $106.5 萬 | 0.50% | +4,046 | 新進 |
| Valley Brook Capital Group | 4,054 | $106.7 萬 | 0.93% | +195+5.1% | 加碼 |
| Texas Yale Capital Corp. | 4,062 | $106.9 萬 | 0.05% | +121+3.1% | 加碼 |
| Maven Securities LTD | 4,064 | $106.9 萬 | 0.12% | +4,064 | 新進 |
| BFSG, LLC | 4,066 | $107.0 萬 | 0.16% | −246−5.7% | 減碼 |
| Geneva Partners, LLC | 4,080 | $107.4 萬 | 0.59% | −150−3.5% | 減碼 |
| Signature Wealth Management Group | 4,090 | $107.6 萬 | 0.50% | +4,090 | 新進 |
| Investment Partners Asset Management, Inc. | 4,097 | $107.8 萬 | 1.07% | +4,097 | 新進 |
| 1st Source Bank | 4,098 | $107.8 萬 | 0.07% | −33−0.8% | 減碼 |
| Stonebrook Private Inc. | 4,109 | $108.1 萬 | 0.36% | +4,109 | 新進 |
| PSI Advisors, LLC | 4,110 | $108.2 萬 | 0.40% | −444−9.7% | 減碼 |
| Sage Rhino Capital LLC | 4,119 | $108.4 萬 | 0.28% | +34+0.8% | 加碼 |
| Romano Brothers and Company | 4,129 | $108.7 萬 | 0.16% | −654−13.7% | 減碼 |
| Warren Averett Asset Management, LLC | 4,129 | $108.7 萬 | 0.04% | +471+12.9% | 加碼 |
| Jmac Enterprises LLC | 4,131 | $108.7 萬 | 0.23% | +82+2.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 4,133 | $108.8 萬 | 0.66% | −121−2.8% | 減碼 |
| Raelipskie Partnership | 4,144 | $109.0 萬 | 0.66% | +4,144 | 新進 |
| Bowman & Co S.C. | 4,154 | $109.3 萬 | 0.76% | +296+7.7% | 加碼 |
| Moseley Investment Management Inc | 4,161 | $109.5 萬 | 0.61% | −357−7.9% | 減碼 |
| PDS Planning, Inc | 4,162 | $109.5 萬 | 0.12% | +15+0.4% | 加碼 |
| Eqis Capital Management, Inc. | 4,189 | $110.2 萬 | 0.09% | −687−14.1% | 減碼 |
| Financial Insights, Inc. | 4,200 | $110.5 萬 | 0.35% | +92+2.2% | 加碼 |
| Meridian Financial Partners LLC | 4,035 | $110.7 萬 | 1.14% | +82+2.1% | 加碼 |
| Diligent Investors, LLC | 4,221 | $111.1 萬 | 0.31% | −507−10.7% | 減碼 |
| Cove Private Wealth, LLC | 4,225 | $111.2 萬 | 1.05% | +4,225 | 新進 |