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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 1,457 | $38.3 萬 | 0.02% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,459 | $38.4 萬 | 0.13% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,459 | $38.4 萬 | 0.04% | −2−0.1% | 減碼 |
| Paladin Advisory Group, LLC | 1,464 | $38.5 萬 | 0.32% | −10−0.7% | 減碼 |
| Grandfield & Dodd, LLC | 1,464 | $38.5 萬 | 0.03% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 1,471 | $38.7 萬 | 0.03% | +58+4.1% | 加碼 |
| Summit Global Investments | 1,478 | $38.9 萬 | 0.03% | −84,677−98.3% | 減碼 |
| Nichols & Pratt Advisers LLP | 1,480 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 1,480 | $38.9 萬 | 0.05% | +27+1.9% | 加碼 |
| Simplicity Wealth,LLC | 1,481 | $39.0 萬 | 0.15% | +1,481 | 新進 |
| Canton Hathaway, LLC | 1,488 | $39.2 萬 | 0.12% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 1,497 | $39.4 萬 | 0.35% | +1,497 | 新進 |
| Advisory Alpha, LLC | 1,498 | $39.4 萬 | 0.02% | +53+3.7% | 加碼 |
| Private Capital Management LLC | 1,498 | $39.4 萬 | 0.10% | +127+9.3% | 加碼 |
| Aristotle Atlantic Partners, LLC | 1,500 | $39.5 萬 | 0.01% | 00.0% | 不變 |
| Ategra Capital Management, LLC | 1,503 | $39.5 萬 | 0.18% | −377−20.1% | 減碼 |
| Retirement Income Solutions, Inc | 1,510 | $39.7 萬 | 0.10% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 1,511 | $39.8 萬 | 0.10% | −56−3.6% | 減碼 |
| CNB Bank | 1,511 | $39.8 萬 | 0.21% | −49−3.1% | 減碼 |
| Windmill Hill Asset Management Ltd | 1,512 | $39.8 萬 | 0.23% | +1,512 | 新進 |
| Lee Danner & Bass Inc | 1,515 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 1,522 | $40.0 萬 | 0.10% | +10+0.7% | 加碼 |
| Cedar Brook Financial Partners, LLC | 1,476 | $40.1 萬 | 0.09% | +1,476 | 新進 |
| Evanson Asset Management, LLC | 1,526 | $40.2 萬 | 0.03% | −90−5.6% | 減碼 |
| Ssi Investment Management LLC | 1,529 | $40.2 萬 | 0.03% | −5−0.3% | 減碼 |
| OneAscent Wealth Management LLC | 1,530 | $40.3 萬 | 0.16% | −194−11.3% | 減碼 |
| Pathway Financial Advisors LLC | 1,532 | $40.3 萬 | 0.12% | 00.0% | 不變 |
| PFG Advisors | 1,533 | $40.3 萬 | 0.03% | +52+3.5% | 加碼 |
| Jacobsen Capital Management | 1,534 | $40.4 萬 | 0.20% | +27+1.8% | 加碼 |
| Hemenway Trust Co LLC | 1,535 | $40.4 萬 | 0.04% | −20−1.3% | 減碼 |
| Koss-Olinger Consulting, LLC | 1,536 | $40.4 萬 | 0.04% | −33−2.1% | 減碼 |
| Accurate Wealth Management, LLC | 1,493 | $40.5 萬 | 0.13% | −108−6.7% | 減碼 |
| Clarity Wealth Advisors, LLC | 1,541 | $40.5 萬 | 0.15% | 00.0% | 不變 |
| Madison Park Capital Advisors, LLC | 1,544 | $40.6 萬 | 0.39% | +1,544 | 新進 |
| First Heartland Consultants, Inc. | 1,547 | $40.7 萬 | 0.05% | +41+2.7% | 加碼 |
| Unique Wealth, LLC | 1,549 | $40.8 萬 | 0.13% | +1,549 | 新進 |
| FFT Wealth Management LLC | 1,561 | $41.1 萬 | 0.04% | +49+3.2% | 加碼 |
| Windsor Capital Management, LLC | 1,563 | $41.1 萬 | 0.13% | +88+6.0% | 加碼 |
| Sonata Capital Group Inc | 1,567 | $41.2 萬 | 0.20% | +100+6.8% | 加碼 |
| KG&L Capital Management,LLC | 1,566 | $41.2 萬 | 0.17% | −1,941−55.3% | 減碼 |
| Spartan Planning & Wealth Management | 1,567 | $41.2 萬 | 0.44% | +625+66.3% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 1,570 | $41.3 萬 | 0.24% | −75−4.6% | 減碼 |
| WNY Asset Management, LLC | 1,572 | $41.4 萬 | 0.07% | +15+1.0% | 加碼 |
| Avory & Company, LLC | 1,574 | $41.4 萬 | 0.29% | −402−20.3% | 減碼 |
| Addison Advisors LLC | 1,576 | $41.5 萬 | 0.16% | +41+2.7% | 加碼 |
| Callan Capital, LLC | 1,582 | $41.6 萬 | 0.04% | +209+15.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 1,584 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 1,585 | $41.7 萬 | 0.88% | +1,585 | 新進 |
| Silver Oak Securities, Inc | 1,591 | $41.9 萬 | 0.06% | +929+140.3% | 加碼 |
| Fountainhead AM, LLC | 1,592 | $41.9 萬 | 0.12% | +1,592 | 新進 |
| VisionPoint Advisory Group, LLC | 1,600 | $42.1 萬 | 0.16% | −111−6.5% | 減碼 |
| Good Life Advisors, LLC | 1,601 | $42.1 萬 | 0.04% | +530+49.5% | 加碼 |
| Gabelli Funds LLC | 1,605 | $42.2 萬 | 0.00% | −1,195−42.7% | 減碼 |
| Aveo Capital Partners, LLC | 1,605 | $42.2 萬 | 0.05% | +496+44.7% | 加碼 |
| Smith Group Asset Management, LLC | 1,608 | $42.3 萬 | 0.02% | +1,608 | 新進 |
| Alliance Wealth Advisors, LLC | 1,611 | $42.4 萬 | 0.28% | −7−0.4% | 減碼 |
| Jeppson Wealth Management, LLC | 1,614 | $42.5 萬 | 0.18% | −59−3.5% | 減碼 |
| Gries Financial LLC | 1,615 | $42.5 萬 | 0.09% | +1,615 | 新進 |
| Fort Sheridan Advisors LLC | 1,619 | $42.6 萬 | 0.09% | +301+22.8% | 加碼 |
| Brevan Howard Capital Management LP | 1,621 | $42.7 萬 | 0.04% | +1,621 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,628 | $42.8 萬 | 0.20% | −152−8.5% | 減碼 |
| First Affirmative Financial Network | 1,628 | $42.9 萬 | 0.34% | +372+29.6% | 加碼 |
| SlateStone Wealth, LLC | 1,634 | $43.0 萬 | 0.06% | 00.0% | 不變 |
| Wetzel Investment Advisors, Inc. | 1,637 | $43.1 萬 | 0.26% | +1,637 | 新進 |
| Resonant Capital Advisors, LLC | 1,641 | $43.2 萬 | 0.04% | +71+4.5% | 加碼 |
| Adirondack Trust Co | 1,404 | $43.4 萬 | 0.19% | −37−2.6% | 減碼 |
| Tobam | 1,649 | $43.4 萬 | 0.04% | −492−23.0% | 減碼 |
| Capital Performance Advisors LLP | 1,652 | $43.5 萬 | 0.19% | +65+4.1% | 加碼 |
| New Jersey Better Educational Savings Trust | 1,656 | $43.6 萬 | 0.92% | 00.0% | 不變 |
| Keystone Financial Group | 1,657 | $43.6 萬 | 0.08% | −235−12.4% | 減碼 |
| Hyperion Partners, LLC | 1,661 | $43.7 萬 | 0.35% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 1,661 | $43.7 萬 | 0.05% | +609+57.9% | 加碼 |
| Aprio Wealth Management, LLC | 1,665 | $43.8 萬 | 0.10% | +498+42.7% | 加碼 |
| RiverGlades Family Offices LLC | 1,525 | $43.8 萬 | 0.35% | 00.0% | 不變 |
| LVW Advisors, LLC | 1,667 | $43.9 萬 | 0.08% | +317+23.5% | 加碼 |
| Orrstown Financial Services Inc | 1,670 | $43.9 萬 | 0.35% | +1,670 | 新進 |
| American State Bank (Iowa) | 1,676 | $44.1 萬 | 0.28% | +20+1.2% | 加碼 |
| White Pine Capital LLC | 1,681 | $44.2 萬 | 0.17% | +222+15.2% | 加碼 |
| Private Portfolio Partners LLC | 1,685 | $44.3 萬 | 0.10% | 00.0% | 不變 |
| Geller Advisors LLC | 1,687 | $44.4 萬 | 0.04% | +68+4.2% | 加碼 |
| Aigen Investment Management, LP | 1,701 | $44.8 萬 | 0.08% | +1,701 | 新進 |
| Guardian Wealth Advisors, LLC | 1,704 | $44.8 萬 | 0.07% | −117−6.4% | 減碼 |
| JT Stratford LLC | 1,705 | $44.9 萬 | 0.10% | +224+15.1% | 加碼 |
| TBH Global Asset Management, LLC | 1,715 | $45.1 萬 | 0.09% | +411+31.5% | 加碼 |
| Apexium Financial, LP | 1,717 | $45.2 萬 | 0.03% | +62+3.7% | 加碼 |
| Verus Capital Partners, LLC | 1,718 | $45.2 萬 | 0.06% | +1,718 | 新進 |
| Bridgefront Capital, LLC | 1,718 | $45.2 萬 | 0.34% | −3,553−67.4% | 減碼 |
| Cedar Wealth Management, LLC | 1,722 | $45.3 萬 | 0.16% | +10+0.6% | 加碼 |
| Truepoint, Inc. | 1,725 | $45.4 萬 | 0.01% | +451+35.4% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,727 | $45.4 萬 | 0.36% | −15−0.9% | 減碼 |
| Wedge Capital Management L L P | 1,729 | $45.5 萬 | 0.01% | −43−2.4% | 減碼 |
| Colonial River Wealth Management, LLC | 1,732 | $45.6 萬 | 0.27% | +17+1.0% | 加碼 |
| Wayfinding Financial, LLC | 1,737 | $45.7 萬 | 0.31% | +225+14.9% | 加碼 |
| Sunpointe, LLC | 1,741 | $45.8 萬 | 0.58% | +1,741 | 新進 |
| Archetype Wealth Partners | 1,745 | $45.9 萬 | 0.08% | +247+16.5% | 加碼 |
| Pacific Sage Partners, LLC | 1,748 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Peninsula Wealth, LLC | 1,751 | $46.1 萬 | 0.10% | +231+15.2% | 加碼 |
| Pointe Capital Management LLC | 1,755 | $46.2 萬 | 0.32% | +16+0.9% | 加碼 |
| Patron Partners Advisors, LLC | 1,757 | $46.2 萬 | 0.31% | −80−4.4% | 減碼 |
| Berger Financial Group, Inc | 1,758 | $46.3 萬 | 0.05% | −89−4.8% | 減碼 |