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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 6,243 | $164.3 萬 | 0.23% | +714+12.9% | 加碼 |
| Rossmore Private Capital | 6,257 | $164.6 萬 | 0.23% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 6,264 | $164.8 萬 | 0.42% | −393−5.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,278 | $165.2 萬 | 0.06% | +1,008+19.1% | 加碼 |
| Shorepoint Capital Partners LLC | 6,286 | $165.4 萬 | 0.44% | +223+3.7% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,292 | $165.6 萬 | 0.99% | +90+1.5% | 加碼 |
| Sapient Capital LLC | 6,296 | $165.7 萬 | 0.04% | +6,296 | 新進 |
| Axq Capital, LP | 6,300 | $165.8 萬 | 0.44% | +2,200+53.7% | 加碼 |
| GPS Wealth Strategies Group, LLC | 6,308 | $166.0 萬 | 0.30% | +818+14.9% | 加碼 |
| Keudell/Morrison Wealth Management | 6,347 | $167.0 萬 | 0.55% | −20.0% | 減碼 |
| Fred Alger Management, LLC | 6,348 | $167.0 萬 | 0.01% | −705−10.0% | 減碼 |
| Quantum Private Wealth, LLC | 6,348 | $167.0 萬 | 0.70% | −136−2.1% | 減碼 |
| IMA Wealth, Inc. | 6,371 | $167.6 萬 | 0.84% | −357−5.3% | 減碼 |
| Doliver Advisors, LP | 6,380 | $167.9 萬 | 0.52% | −105−1.6% | 減碼 |
| Ronald Blue Trust, Inc. | 8,280 | $167.9 萬 | 0.03% | +117+1.4% | 加碼 |
| Birinyi Associates Inc | 6,380 | $167.9 萬 | 0.60% | −1,810−22.1% | 減碼 |
| Atlas Brown,Inc. | 6,389 | $168.1 萬 | 0.70% | +73+1.2% | 加碼 |
| Morse Asset Management, Inc | 6,399 | $168.4 萬 | 0.50% | −670−9.5% | 減碼 |
| CWA Asset Management Group, LLC | 6,402 | $168.5 萬 | 0.12% | +819+14.7% | 加碼 |
| Varenne Capital Partners | 6,415 | $168.8 萬 | 0.72% | +6,415 | 新進 |
| Congress Wealth Management LLC | 6,431 | $169.3 萬 | 0.03% | +1,078+20.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 6,451 | $169.8 萬 | 0.14% | −2,073−24.3% | 減碼 |
| M&R Capital Management Inc | 6,453 | $169.8 萬 | 0.42% | −954−12.9% | 減碼 |
| 9258 Wealth Management, LLC | 6,483 | $170.6 萬 | 0.30% | +1,253+24.0% | 加碼 |
| GraniteShares Advisors LLC | 6,524 | $171.7 萬 | 1.55% | −1,536−19.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 6,535 | $172.0 萬 | 0.07% | −305−4.5% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 6,540 | $172.1 萬 | 0.77% | +6,540 | 新進 |
| Donaldson Capital Management, LLC | 6,545 | $172.2 萬 | 0.08% | +573+9.6% | 加碼 |
| Capital Investment Advisors, LLC | 6,569 | $172.9 萬 | 0.04% | −15−0.2% | 減碼 |
| Power Wealth Management LLC | 6,579 | $173.1 萬 | 1.26% | +6,579 | 新進 |
| Eagle Strategies LLC | 6,582 | $173.2 萬 | 0.37% | −105−1.6% | 減碼 |
| ORG Partners LLC | 6,604 | $173.8 萬 | 0.29% | +3,701+127.5% | 加碼 |
| Strategic Advocates LLC | 6,634 | $174.6 萬 | 0.74% | +414+6.7% | 加碼 |
| Invera Wealth Advisors, LLC | 6,641 | $174.8 萬 | 1.09% | +6,641 | 新進 |
| 1776 Wealth LLC | 6,681 | $175.8 萬 | 0.87% | 00.0% | 不變 |
| Keeler Thomas Management LLC | 6,700 | $176.3 萬 | 0.70% | +1,457+27.8% | 加碼 |
| Heritage Trust Co | 6,704 | $176.4 萬 | 0.25% | +44+0.7% | 加碼 |
| Kaizen Financial Strategies | 6,726 | $177.0 萬 | 1.35% | −441−6.2% | 減碼 |
| Pictet Bank & Trust Ltd | 6,738 | $177.3 萬 | 1.80% | −1,580−19.0% | 減碼 |
| Redmond Asset Management, LLC | 6,742 | $177.4 萬 | 0.57% | −68−1.0% | 減碼 |
| Compton Wealth Advisory Group, LLC | 6,750 | $177.6 萬 | 0.56% | +1,002+17.4% | 加碼 |
| Jacobi Capital Management LLC | 6,756 | $177.8 萬 | 0.18% | −104−1.5% | 減碼 |
| TLWM | 6,813 | $179.3 萬 | 0.42% | +23+0.3% | 加碼 |
| Meitav Dash Investments Ltd | 6,773 | $179.7 萬 | 0.03% | −2,465−26.7% | 減碼 |
| Montag A & Associates Inc | 6,835 | $179.9 萬 | 0.10% | +3,804+125.5% | 加碼 |
| Wrapmanager Inc | 6,842 | $180.0 萬 | 0.53% | −224−3.2% | 減碼 |
| Northstar Group, Inc. | 6,851 | $180.3 萬 | 0.39% | −115−1.7% | 減碼 |
| Rathbone Brothers plc | 6,863 | $180.6 萬 | 0.01% | +40+0.6% | 加碼 |
| Weiss Asset Management LP | 6,878 | $181.0 萬 | 0.13% | +6,878 | 新進 |
| PFC Capital Group, Inc. | 6,890 | $181.3 萬 | 1.08% | +6,890 | 新進 |
| Grey Street Capital, LLC | 6,893 | $181.4 萬 | 0.86% | +4,293+165.1% | 加碼 |
| Focus Financial Network Inc | 6,899 | $181.5 萬 | 0.07% | +6,899 | 新進 |
| Quadrant Capital Group LLC | 6,908 | $181.8 萬 | 0.16% | +491+7.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 6,913 | $181.9 萬 | 0.11% | −44−0.6% | 減碼 |
| Brandywine Managers, LLC | 6,913 | $181.9 萬 | 1.99% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 6,927 | $182.3 萬 | 0.47% | +6,927 | 新進 |
| Voya Financial Advisors, Inc. | 6,873 | $182.5 萬 | 0.22% | +359+5.5% | 加碼 |
| LifePlan Financial, LLC | 6,953 | $183.0 萬 | 1.83% | +6,953 | 新進 |
| Moody Lynn & Lieberson, LLC | 6,966 | $183.3 萬 | 0.14% | +360+5.4% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,972 | $183.5 萬 | 1.52% | 00.0% | 不變 |
| Tegean Capital Management, LLC | 7,000 | $184.2 萬 | 2.24% | +7,000 | 新進 |
| Del-Sette Capital Management, LLC | 7,008 | $184.4 萬 | 1.62% | +118+1.7% | 加碼 |
| Steinberg Asset Management LLC | 7,024 | $184.8 萬 | 1.63% | −472−6.3% | 減碼 |
| Grandview Asset Management LLC | 7,038 | $185.2 萬 | 0.97% | −567−7.5% | 減碼 |
| First County Bank | 7,044 | $185.4 萬 | 0.90% | +71+1.0% | 加碼 |
| Balentine LLC | 7,049 | $185.5 萬 | 0.06% | +1,261+21.8% | 加碼 |
| Bristlecone Advisors, LLC | 7,069 | $186.0 萬 | 0.19% | −92−1.3% | 減碼 |
| Boyd Watterson Asset Management LLC | 7,072 | $186.1 萬 | 0.74% | −48−0.7% | 減碼 |
| Skopos Labs, Inc. | 7,072 | $186.1 萬 | 0.89% | +7,072 | 新進 |
| Bard Financial Services, Inc. | 7,085 | $186.4 萬 | 0.21% | −10−0.1% | 減碼 |
| Archford Capital Strategies, LLC | 7,101 | $186.9 萬 | 0.34% | +1,324+22.9% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 7,117 | $187.3 萬 | 0.07% | −1,309−15.5% | 減碼 |
| F/M Investments LLC | 7,128 | $187.6 萬 | 1.06% | −621−8.0% | 減碼 |
| Pinnacle Wealth Management, LLC | 7,139 | $187.9 萬 | 2.15% | −70−1.0% | 減碼 |
| Van Leeuwen & Company, LLC | 7,145 | $188.0 萬 | 1.09% | +5,863+457.3% | 加碼 |
| Fidelis Capital Partners, LLC | 7,175 | $188.8 萬 | 0.42% | +1,850+34.7% | 加碼 |
| Stonegate Investment Group, LLC | 7,176 | $188.8 萬 | 0.06% | +260+3.8% | 加碼 |
| Meeder Asset Management Inc | 7,195 | $189.3 萬 | 0.15% | +5,737+393.5% | 加碼 |
| Cypress Capital Group | 7,219 | $190.0 萬 | 0.25% | −355−4.7% | 減碼 |
| Albion Financial Group | 7,250 | $190.8 萬 | 0.16% | −23−0.3% | 減碼 |
| FOCUS Wealth Advisors, LLC | 7,254 | $190.9 萬 | 1.21% | −57−0.8% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,266 | $191.2 萬 | 0.36% | −312−4.1% | 減碼 |
| Lewis Asset Management, LLC | 7,271 | $191.3 萬 | 1.76% | +7,271 | 新進 |
| Schmidt P J Investment Management Inc | 6,841 | $191.5 萬 | 0.38% | −145−2.1% | 減碼 |
| Arete Wealth Advisors, LLC | 7,290 | $191.6 萬 | 0.15% | +1,317+22.0% | 加碼 |
| Deltec Asset Management LLC | 7,300 | $192.1 萬 | 0.43% | +6,100+508.3% | 加碼 |
| United Asset Strategies, Inc. | 7,301 | $192.1 萬 | 0.22% | −693−8.7% | 減碼 |
| TriaGen Wealth Management LLC | 7,345 | $193.3 萬 | 0.92% | −1,943−20.9% | 減碼 |
| Center for Financial Planning, Inc. | 7,351 | $193.4 萬 | 0.36% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 7,358 | $193.6 萬 | 0.35% | +1,775+31.8% | 加碼 |
| Beck Bode, LLC | 7,405 | $194.9 萬 | 0.44% | −309−4.0% | 減碼 |
| Intrust Bank NA | 7,417 | $195.2 萬 | 0.23% | −143−1.9% | 減碼 |
| First Pacific Financial | 7,462 | $196.4 萬 | 0.60% | +1,420+23.5% | 加碼 |
| Financial Advocates Investment Management | 7,471 | $196.6 萬 | 0.13% | −60−0.8% | 減碼 |
| Cunning Capital Partners, LP | 7,475 | $196.7 萬 | 1.23% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 7,490 | $197.1 萬 | 0.92% | +572+8.3% | 加碼 |
| Waldron Private Wealth LLC | 7,499 | $197.3 萬 | 0.09% | −368−4.7% | 減碼 |
| M&G Investments (USA) Inc. | 7,523 | $197.9 萬 | 1.95% | +7,523 | 新進 |
| Wealthspire Advisors, LLC | 7,520 | $197.9 萬 | 0.03% | +1,006+15.4% | 加碼 |
| Chicago Partners Investment Group LLC | 7,160 | $198.3 萬 | 0.09% | +95+1.3% | 加碼 |