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 |
|---|---|---|---|---|---|
| Connective Portfolio Management, LLC | 5,170 | $136.0 萬 | 2.77% | 00.0% | 不變 |
| Clare Market Investments LLC | 5,170 | $136.0 萬 | 0.47% | +565+12.3% | 加碼 |
| VELA Investment Management, LLC | 5,183 | $136.4 萬 | 0.55% | +143+2.8% | 加碼 |
| Apella Capital, LLC | 5,437 | $136.6 萬 | 0.08% | +5,437 | 新進 |
| Old Well Partners, LLC | 5,200 | $136.8 萬 | 1.27% | +500+10.6% | 加碼 |
| RFG Advisory, LLC | 5,218 | $137.3 萬 | 0.05% | +31+0.6% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,262 | $138.5 萬 | 0.13% | −151−2.8% | 減碼 |
| Aptus Capital Advisors, LLC | 5,270 | $138.7 萬 | 0.04% | −247−4.5% | 減碼 |
| Wade G W & Inc | 5,272 | $138.7 萬 | 0.05% | −459−8.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 5,286 | $139.1 萬 | 0.27% | +557+11.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,292 | $139.3 萬 | 0.06% | +461+9.5% | 加碼 |
| Cornerstone National Bank & Trust Co | 5,301 | $139.5 萬 | 0.75% | −120−2.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 5,272 | $139.9 萬 | 0.02% | −1,567−22.9% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 5,338 | $140.5 萬 | 0.90% | +5,338 | 新進 |
| Parcion Private Wealth LLC | 5,343 | $140.6 萬 | 0.13% | +442+9.0% | 加碼 |
| International Assets Investment Management, LLC | 5,344 | $140.6 萬 | 0.18% | −576−9.7% | 減碼 |
| Altfest L J & Co Inc | 5,346 | $140.7 萬 | 0.20% | −1,045−16.4% | 減碼 |
| Three Seasons Wealth, LLC | 5,355 | $140.9 萬 | 1.24% | +103+2.0% | 加碼 |
| Chicago Trust Co NA | 5,371 | $141.3 萬 | 0.31% | −457−7.8% | 減碼 |
| Elmwood Wealth Management, Inc. | 5,408 | $142.3 萬 | 1.00% | −1,781−24.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,412 | $142.4 萬 | 0.02% | −602−10.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 5,431 | $142.9 萬 | 0.23% | +903+19.9% | 加碼 |
| iA Global Asset Management Inc. | 5,444 | $143.3 萬 | 0.03% | −4,666−46.2% | 減碼 |
| Mainstay Capital Management LLC | 5,466 | $143.8 萬 | 0.27% | +941+20.8% | 加碼 |
| Secure Asset Management, LLC | 5,494 | $144.6 萬 | 0.39% | −60−1.1% | 減碼 |
| Grace & Mercy Foundation, Inc. | 5,500 | $144.7 萬 | 0.39% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,501 | $144.8 萬 | 0.10% | +456+9.0% | 加碼 |
| Trust Point Inc. | 5,505 | $144.9 萬 | 0.12% | +5,505 | 新進 |
| Capstone Triton Financial Group, LLC | 5,512 | $145.0 萬 | 1.06% | −1,295−19.0% | 減碼 |
| Alta Wealth Advisors LLC | 5,529 | $145.5 萬 | 0.81% | −82−1.5% | 減碼 |
| ISAM Funds (UK) Ltd | 5,548 | $146.0 萬 | 1.04% | −19−0.3% | 減碼 |
| Legal Advantage Investments, Inc. | 5,571 | $146.6 萬 | 0.88% | +40+0.7% | 加碼 |
| Carr Financial Group Corp | 5,573 | $146.6 萬 | 0.54% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,573 | $146.6 萬 | 0.18% | +3,521+171.6% | 加碼 |
| Syon Capital LLC | 5,578 | $146.8 萬 | 0.15% | +412+8.0% | 加碼 |
| Coastline Trust Co | 5,582 | $146.9 萬 | 0.20% | +618+12.4% | 加碼 |
| Proequities, Inc. | 5,583 | $146.9 萬 | 0.11% | +2,290+69.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,586 | $147.0 萬 | 0.02% | −82−1.4% | 減碼 |
| Versor Investments LP | 5,587 | $147.0 萬 | 0.30% | −5,809−51.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,606 | $147.5 萬 | 0.75% | +130+2.4% | 加碼 |
| CX Institutional | 5,610 | $147.6 萬 | 0.08% | +197+3.6% | 加碼 |
| Intellectus Partners, LLC | 5,612 | $147.7 萬 | 0.43% | −70−1.2% | 減碼 |
| KRS Capital Management, LLC | 5,616 | $147.8 萬 | 1.38% | −100−1.7% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 5,622 | $147.9 萬 | 0.61% | +70+1.3% | 加碼 |
| Sanders Morris Harris LLC | 5,685 | $148.0 萬 | 0.73% | −376−6.2% | 減碼 |
| Dearborn Partners LLC | 5,640 | $148.4 萬 | 0.05% | −60−1.1% | 減碼 |
| Gilbert & Cook, Inc. | 5,659 | $148.9 萬 | 0.21% | +366+6.9% | 加碼 |
| Signet Financial Management, LLC | 5,661 | $149.0 萬 | 0.22% | +5,661 | 新進 |
| Grayhawk Investment Strategies Inc. | 5,688 | $149.7 萬 | 0.77% | +5,688 | 新進 |
| Vantage Financial Partners Ltd., Inc. | 5,725 | $150.6 萬 | 0.46% | −700−10.9% | 減碼 |
| Lazari Capital Management, Inc. | 5,746 | $151.2 萬 | 0.87% | −2,336−28.9% | 減碼 |
| Rehmann Capital Advisory Group | 5,749 | $151.3 萬 | 0.13% | +442+8.3% | 加碼 |
| Regatta Capital Group, LLC | 5,759 | $151.6 萬 | 0.40% | +132+2.3% | 加碼 |
| Williamson Legacy Group, LLC | 5,763 | $151.6 萬 | 1.41% | +5,763 | 新進 |
| Bey-Douglas LLC | 5,764 | $151.7 萬 | 1.56% | +5,764 | 新進 |
| Cinctive Capital Management LP | 5,767 | $151.8 萬 | 0.11% | +2,218+62.5% | 加碼 |
| Trillium Asset Management, LLC | 5,781 | $152.1 萬 | 0.04% | −51−0.9% | 減碼 |
| Ironwood Investment Management LLC | 5,786 | $152.3 萬 | 0.80% | −75−1.3% | 減碼 |
| Concord Wealth Partners | 5,811 | $152.9 萬 | 0.31% | +2,751+89.9% | 加碼 |
| Platform Technology Partners | 5,332 | $153.2 萬 | 0.60% | +859+19.2% | 加碼 |
| Americana Partners, LLC | 4,684 | $153.4 萬 | 0.15% | −2,703−36.6% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 5,831 | $153.4 萬 | 0.40% | +2,662+84.0% | 加碼 |
| Scott & Selber, Inc. | 5,841 | $153.7 萬 | 0.58% | −59−1.0% | 減碼 |
| Stamos Capital Partners, L.P. | 5,860 | $154.2 萬 | 0.42% | −4,060−40.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,859 | $154.2 萬 | 0.24% | +2,035+53.2% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,863 | $154.3 萬 | 1.28% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 5,872 | $154.5 萬 | 0.52% | −87−1.5% | 減碼 |
| Birchbrook, Inc. | 5,875 | $154.6 萬 | 1.02% | +5,875 | 新進 |
| Central Valley Advisors, LLC | 5,882 | $154.8 萬 | 0.91% | +5,882 | 新進 |
| Riverview Capital Advisers, LLC | 5,899 | $155.2 萬 | 0.60% | +55+0.9% | 加碼 |
| TRUE Private Wealth Advisors | 5,905 | $155.4 萬 | 0.20% | −489−7.6% | 減碼 |
| Aviance Capital Partners, LLC | 5,921 | $155.8 萬 | 0.33% | −1,495−20.2% | 減碼 |
| Sciencast Management LP | 5,924 | $155.9 萬 | 0.85% | −1,477−20.0% | 減碼 |
| Naviter Wealth, LLC | 5,932 | $156.1 萬 | 0.31% | +738+14.2% | 加碼 |
| Eastover Investment Advisors LLC | 5,935 | $156.2 萬 | 0.83% | +115+2.0% | 加碼 |
| Northwest Bank & Trust Co | 5,963 | $156.9 萬 | 1.41% | +5,963 | 新進 |
| USA Financial Portformulas Corp | 5,969 | $157.1 萬 | 0.27% | +5,962+85,171.4% | 加碼 |
| Charter Oak Capital Management, LLC | 5,974 | $157.2 萬 | 0.19% | 00.0% | 不變 |
| KPP Advisory Services LLC | 5,974 | $157.2 萬 | 1.38% | +457+8.3% | 加碼 |
| Quantbot Technologies LP | 5,981 | $157.4 萬 | 0.09% | +5,981 | 新進 |
| Fukoku Mutual Life Insurance Co | 5,983 | $157.4 萬 | 0.13% | −3,501−36.9% | 減碼 |
| Conning Inc. | 5,986 | $157.5 萬 | 0.05% | 00.0% | 不變 |
| PKO Investment Management Joint-Stock Co | 6,000 | $157.9 萬 | 0.20% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 6,000 | $157.9 萬 | 1.20% | +6,000 | 新進 |
| Canopy Partners, LLC | 6,008 | $158.1 萬 | 0.96% | +6,008 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,029 | $158.6 萬 | 0.06% | +4,722+361.3% | 加碼 |
| Wolf Group Capital Advisors | 7,523 | $158.9 萬 | 0.75% | +204+2.8% | 加碼 |
| Cooper Financial Group | 6,040 | $158.9 萬 | 0.29% | +1,322+28.0% | 加碼 |
| Stablepoint Partners, LLC | 6,047 | $159.1 萬 | 0.41% | +6,047 | 新進 |
| ProVise Management Group, LLC | 6,076 | $159.9 萬 | 0.14% | −123−2.0% | 減碼 |
| Lindbrook Capital, LLC | 6,087 | $160.2 萬 | 0.16% | +556+10.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 6,094 | $160.4 萬 | 0.15% | +414+7.3% | 加碼 |
| Saturna Capital CORP | 6,106 | $160.7 萬 | 0.03% | +136+2.3% | 加碼 |
| Joseph Group Capital Management | 6,128 | $161.3 萬 | 0.94% | +157+2.6% | 加碼 |
| Plancorp, LLC | 6,168 | $162.3 萬 | 0.08% | +182+3.0% | 加碼 |
| Jamison Private Wealth Management, Inc. | 6,187 | $162.8 萬 | 0.30% | +15+0.2% | 加碼 |
| Cynosure Management, LLC | 6,192 | $162.9 萬 | 0.29% | +665+12.0% | 加碼 |
| Laffer Tengler Investments | 6,198 | $163.1 萬 | 0.43% | +588+10.5% | 加碼 |
| Leelyn Smith, LLC | 6,224 | $163.8 萬 | 0.36% | +96+1.6% | 加碼 |
| Ramirez Asset Management, Inc. | 6,236 | $164.1 萬 | 0.33% | 00.0% | 不變 |