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 |
|---|---|---|---|---|---|
| Alterity Financial Group, LLC | 4,245 | $111.7 萬 | 1.60% | −75−1.7% | 減碼 |
| Signal Advisors Wealth, LLC | 4,248 | $111.8 萬 | 0.39% | +4,248 | 新進 |
| Wealthsource Partners, LLC | 4,249 | $111.8 萬 | 0.07% | −1,116−20.8% | 減碼 |
| Chemistry Wealth Management LLC | 4,256 | $112.0 萬 | 0.34% | +20+0.5% | 加碼 |
| Northstar Advisory Group, LLC | 4,276 | $112.5 萬 | 0.67% | −5,749−57.3% | 減碼 |
| Granger Management LLC | 4,307 | $113.3 萬 | 0.41% | +4,307 | 新進 |
| IFP Advisors, Inc | 4,312 | $113.5 萬 | 0.05% | +221+5.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,333 | $114.0 萬 | 0.07% | +1,561+56.3% | 加碼 |
| CIC Wealth, LLC | 4,361 | $114.8 萬 | 0.36% | −35−0.8% | 減碼 |
| MWA Asset Management | 4,365 | $114.9 萬 | 0.95% | +210+5.1% | 加碼 |
| Hillsdale Investment Management Inc. | 4,365 | $114.9 萬 | 0.09% | −400−8.4% | 減碼 |
| Finivi Inc. | 4,381 | $115.3 萬 | 1.13% | +4,381 | 新進 |
| Dudley Capital Management, LLC | 4,393 | $115.6 萬 | 0.74% | +1,166+36.1% | 加碼 |
| Hilltop Holdings Inc. | 4,396 | $115.7 萬 | 0.13% | +151+3.6% | 加碼 |
| Prelude Capital Management, LLC | 4,404 | $115.9 萬 | 0.10% | +4,404 | 新進 |
| DeDora Capital, Inc. | 4,428 | $116.5 萬 | 0.41% | +189+4.5% | 加碼 |
| GAMMA Investing LLC | 4,161 | $117.0 萬 | 0.32% | +4,161 | 新進 |
| Vista Wealth Management Group, LLC | 4,467 | $117.5 萬 | 0.10% | +1,259+39.2% | 加碼 |
| Nabity-Jensen Investment Management Inc | 4,476 | $117.8 萬 | 1.06% | +4,476 | 新進 |
| Essex Savings Bank | 4,482 | $117.9 萬 | 0.34% | +445+11.0% | 加碼 |
| Glenview Trust Co | 4,496 | $118.3 萬 | 0.03% | +167+3.9% | 加碼 |
| Arrowroot Family Office, LLC | 4,499 | $118.4 萬 | 0.84% | −858−16.0% | 減碼 |
| Monetta Financial Services Inc | 4,500 | $118.4 萬 | 1.13% | 00.0% | 不變 |
| Keel Point, LLC | 4,505 | $118.5 萬 | 0.14% | −838−15.7% | 減碼 |
| Prudent Man Advisors, LLC | 4,505 | $118.5 萬 | 0.44% | −665−12.9% | 減碼 |
| Seven Springs Wealth Group, LLC | 4,506 | $118.6 萬 | 0.53% | −208−4.4% | 減碼 |
| Catalyst Financial Partners LLC | 4,511 | $118.7 萬 | 0.34% | +194+4.5% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,716 | $118.7 萬 | 0.64% | +162+3.6% | 加碼 |
| Citizens Financial Group Inc | 4,513 | $118.8 萬 | 0.04% | +1,524+51.0% | 加碼 |
| Bordeaux Wealth Advisors LLC | 4,514 | $118.8 萬 | 0.40% | +1,130+33.4% | 加碼 |
| First United Bank Trust | 4,522 | $119.0 萬 | 0.48% | +340+8.1% | 加碼 |
| MUFG Securities EMEA plc | 4,531 | $119.2 萬 | 0.10% | −6,059−57.2% | 減碼 |
| Bank Ozk | 4,559 | $120.0 萬 | 0.59% | −309−6.3% | 減碼 |
| DRW Securities, LLC | 4,572 | $120.3 萬 | 0.04% | −140,990−96.9% | 減碼 |
| Ellevest, Inc. | 4,574 | $120.4 萬 | 0.08% | −274−5.7% | 減碼 |
| Gardner Lewis Asset Management L P | 4,575 | $120.4 萬 | 0.42% | −2,625−36.5% | 減碼 |
| Davenport & Co LLC | 4,578 | $120.5 萬 | 0.01% | +167+3.8% | 加碼 |
| Avantax Planning Partners, Inc. | 4,586 | $120.7 萬 | 0.05% | −551−10.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 4,594 | $120.9 萬 | 0.21% | −2,802−37.9% | 減碼 |
| PFG Investments, LLC | 4,595 | $120.9 萬 | 0.22% | +756+19.7% | 加碼 |
| Western Pacific Wealth Management, LP | 4,596 | $120.9 萬 | 0.88% | 00.0% | 不變 |
| HM Payson & Co | 4,613 | $121.4 萬 | 0.03% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 4,624 | $121.7 萬 | 0.05% | +4,624 | 新進 |
| Michael B. Yongue | 4,635 | $122.0 萬 | 1.09% | −292−5.9% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,650 | $122.4 萬 | 0.85% | −47−1.0% | 減碼 |
| BlueCrest Capital Management Ltd | 4,659 | $122.6 萬 | 0.21% | −3,668−44.0% | 減碼 |
| Orion Capital Management LLC | 4,670 | $122.9 萬 | 0.72% | −20−0.4% | 減碼 |
| Wambolt & Associates, LLC | 901,270 | $123.4 萬 | 0.40% | +220.0% | 加碼 |
| Concord Asset Management, LLC | 4,692 | $123.5 萬 | 0.36% | +3,277+231.6% | 加碼 |
| Great Diamond Partners, LLC | 4,694 | $123.5 萬 | 0.30% | +127+2.8% | 加碼 |
| Little House Capital LLC | 4,697 | $123.6 萬 | 0.45% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 4,712 | $124.0 萬 | 0.32% | +42+0.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 4,713 | $124.0 萬 | 0.11% | −58−1.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,726 | $124.4 萬 | 0.40% | +308+7.0% | 加碼 |
| Peterson Wealth Management | 4,732 | $124.5 萬 | 1.12% | −103−2.1% | 減碼 |
| Embree Financial Group | 4,738 | $124.7 萬 | 0.26% | +4,738 | 新進 |
| Ayrshire Capital Management LLC | 4,748 | $124.9 萬 | 0.72% | +9+0.2% | 加碼 |
| Brady Family Wealth, LLC | 4,764 | $125.4 萬 | 0.43% | +300+6.7% | 加碼 |
| Nations Financial Group Inc, | 4,788 | $126.0 萬 | 0.12% | +104+2.2% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 4,791 | $126.1 萬 | 0.69% | −115−2.3% | 減碼 |
| David Loasby | 5,046 | $126.7 萬 | 0.14% | −210−4.0% | 減碼 |
| Highlander Capital Management, LLC | 4,842 | $127.4 萬 | 0.45% | 00.0% | 不變 |
| Wealth Advisors of Iowa, LLC | 4,844 | $127.5 萬 | 0.86% | 00.0% | 不變 |
| Navellier & Associates Inc | 4,855 | $127.8 萬 | 0.19% | +525+12.1% | 加碼 |
| Occidental Asset Management, LLC | 4,857 | $127.8 萬 | 0.27% | +4+0.1% | 加碼 |
| Intact Investment Management Inc. | 4,870 | $128.1 萬 | 0.05% | +660+15.7% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,871 | $128.2 萬 | 0.23% | −99−2.0% | 減碼 |
| Aldebaran Financial Inc. | 4,879 | $128.4 萬 | 1.99% | −250−4.9% | 減碼 |
| Fiduciary Family Office, LLC | 4,880 | $128.4 萬 | 0.56% | +4,880 | 新進 |
| Sargent Investment Group, LLC | 4,896 | $128.8 萬 | 0.28% | +25+0.5% | 加碼 |
| Etesian Wealth Advisors, Inc. | 4,858 | $129.0 萬 | 0.77% | −223−4.4% | 減碼 |
| Coastwise Capital Group, LLC | 4,905 | $129.1 萬 | 1.32% | −124−2.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,908 | $129.1 萬 | 0.20% | −229−4.5% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 4,924 | $129.6 萬 | 0.41% | −135−2.7% | 減碼 |
| Strengthening Families & Communities, LLC | 4,943 | $130.1 萬 | 0.90% | +542+12.3% | 加碼 |
| Paradigm Asset Management Co LLC | 4,950 | $130.3 萬 | 0.34% | 00.0% | 不變 |
| Strategic Investment Advisors | 4,954 | $130.4 萬 | 0.19% | −262−5.0% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,965 | $130.6 萬 | 0.60% | +4,965 | 新進 |
| Legacy Bridge, LLC | 4,974 | $130.9 萬 | 0.85% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 4,979 | $131.0 萬 | 0.49% | +60+1.2% | 加碼 |
| Bragg Financial Advisors, Inc | 4,979 | $131.0 萬 | 0.06% | +4,979 | 新進 |
| World Equity Group, Inc. | 4,993 | $131.4 萬 | 0.26% | −250−4.8% | 減碼 |
| Smith, Salley & Associates | 4,995 | $131.4 萬 | 0.08% | +185+3.8% | 加碼 |
| Belpointe Asset Management LLC | 5,002 | $131.6 萬 | 0.12% | −576−10.3% | 減碼 |
| DB Fitzpatrick & Co, Inc | 5,009 | $131.8 萬 | 1.26% | +11+0.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,009 | $131.8 萬 | 0.35% | +75+1.5% | 加碼 |
| Verition Fund Management LLC | 5,016 | $132.0 萬 | 0.01% | −39,219−88.7% | 減碼 |
| InTrack Investment Management Inc | 5,019 | $132.1 萬 | 0.99% | −1,876−27.2% | 減碼 |
| StoneX Group Inc. | 5,033 | $132.4 萬 | 0.13% | +45+0.9% | 加碼 |
| Guerra Pan Advisors, LLC | 5,048 | $132.8 萬 | 1.27% | +20.0% | 加碼 |
| Options Solutions, LLC | 5,058 | $133.1 萬 | 1.42% | −653−11.4% | 減碼 |
| Argent Advisors, Inc. | 5,070 | $133.4 萬 | 0.58% | −48−0.9% | 減碼 |
| Aaron Wealth Advisors | 5,089 | $133.9 萬 | 0.22% | +190+3.9% | 加碼 |
| Country Club Bank | 5,047 | $134.0 萬 | 0.10% | −399−7.3% | 減碼 |
| Sentry Investment Management LLC | 5,107 | $134.4 萬 | 0.58% | −549−9.7% | 減碼 |
| Ballast, Inc. | 5,108 | $134.4 萬 | 0.46% | −242−4.5% | 減碼 |
| Thor Investment Management Inc | 5,133 | $135.1 萬 | 1.18% | +5,133 | 新進 |
| Oak Harvest Investment Services | 5,134 | $135.1 萬 | 0.27% | −465−8.3% | 減碼 |
| Avestar Capital, LLC | 5,155 | $135.6 萬 | 0.17% | +581+12.7% | 加碼 |
| Laidlaw Wealth Management LLC | 5,165 | $135.9 萬 | 0.49% | −238−4.4% | 減碼 |