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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 1,760 | $46.3 萬 | 0.43% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 1,764 | $46.4 萬 | 0.19% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 1,779 | $46.8 萬 | 0.05% | −22,672−92.7% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,779 | $46.8 萬 | 0.12% | +23+1.3% | 加碼 |
| Park National Corp | 1,780 | $46.8 萬 | 0.02% | −525−22.8% | 減碼 |
| Trueblood Wealth Management, LLC | 1,783 | $46.9 萬 | 0.29% | +1,783 | 新進 |
| Evermay Wealth Management LLC | 1,788 | $47.0 萬 | 0.09% | +433+32.0% | 加碼 |
| Traveka Wealth, LLC | 1,790 | $47.1 萬 | 0.24% | +1,790 | 新進 |
| Integrated Investment Consultants, LLC | 1,792 | $47.2 萬 | 0.15% | 00.0% | 不變 |
| Chaney Capital Management, Inc. | 1,793 | $47.2 萬 | 0.42% | +1,793 | 新進 |
| Copperleaf Capital, LLC | 1,795 | $47.2 萬 | 0.48% | +17+1.0% | 加碼 |
| High Note Wealth, LLC | 1,800 | $47.4 萬 | 0.18% | +311+20.9% | 加碼 |
| Mather Group, LLC. | 1,802 | $47.4 萬 | 0.01% | −45−2.4% | 減碼 |
| Hartford Funds Management Co LLC | 1,802 | $47.4 萬 | 0.05% | +119+7.1% | 加碼 |
| FF Advisors,LLC | 1,803 | $47.4 萬 | 0.40% | +1,803 | 新進 |
| Revolve Wealth Partners, LLC | 1,806 | $47.5 萬 | 0.09% | −10−0.6% | 減碼 |
| Accel Wealth Management | 1,807 | $47.5 萬 | 0.24% | +78+4.5% | 加碼 |
| Arcataur Capital Management LLC | 1,815 | $47.8 萬 | 0.18% | −90−4.7% | 減碼 |
| Pinnacle Bancorp, Inc. | 1,817 | $47.8 萬 | 0.16% | −4−0.2% | 減碼 |
| Busey Wealth Management | 1,821 | $47.9 萬 | 0.02% | +1,821 | 新進 |
| Perennial Advisors, LLC | 1,826 | $48.0 萬 | 0.12% | −5−0.3% | 減碼 |
| JNBA Financial Advisors | 1,832 | $48.2 萬 | 0.05% | +164+9.8% | 加碼 |
| VanderPol Investments L.L.C. | 1,846 | $48.6 萬 | 1.65% | +1,846 | 新進 |
| Truvestments Capital LLC | 1,850 | $48.7 萬 | 0.22% | −226−10.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 1,855 | $48.8 萬 | 0.00% | +768+70.7% | 加碼 |
| Contravisory Investment Management, Inc. | 1,856 | $48.8 萬 | 0.12% | −21−1.1% | 減碼 |
| Northern Oak Wealth Management Inc | 1,865 | $49.1 萬 | 0.06% | −2,210−54.2% | 減碼 |
| Waypoint Wealth Partners Inc. | 1,871 | $49.2 萬 | 0.15% | +325+21.0% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,876 | $49.4 萬 | 0.05% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 1,881 | $49.5 萬 | 0.24% | −110−5.5% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 1,884 | $49.6 萬 | 0.40% | 00.0% | 不變 |
| Arden Trust Co | 1,886 | $49.6 萬 | 0.07% | −17−0.9% | 減碼 |
| Global Trust Asset Management, LLC | 1,900 | $50.0 萬 | 0.22% | −251−11.7% | 減碼 |
| Winthrop Advisory Group LLC | 1,903 | $50.1 萬 | 0.08% | +7+0.4% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 1,908 | $50.2 萬 | 0.34% | +332+21.1% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,909 | $50.2 萬 | 0.27% | +30+1.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,006 | $50.3 萬 | 0.15% | +706+54.3% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,911 | $50.3 萬 | 0.11% | 00.0% | 不變 |
| Battery Global Advisors, LLC | 1,914 | $50.4 萬 | 0.39% | +1,914 | 新進 |
| Cubic Asset Management, LLC | 1,920 | $50.5 萬 | 0.13% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 1,922 | $50.6 萬 | 0.10% | +148+8.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,924 | $50.6 萬 | 0.15% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 1,925 | $50.6 萬 | 0.05% | +86+4.7% | 加碼 |
| Lakeview Capital Partners, LLC | 1,931 | $50.8 萬 | 0.09% | +71+3.8% | 加碼 |
| Confluence Wealth Services, Inc. | 1,935 | $50.9 萬 | 0.06% | −273−12.4% | 減碼 |
| Riversedge Advisors, LLC | 1,936 | $50.9 萬 | 0.14% | −417−17.7% | 減碼 |
| Washington Trust Advisors, Inc. | 1,938 | $51.0 萬 | 0.05% | −599−23.6% | 減碼 |
| Synergy Financial Group, LTD | 1,938 | $51.0 萬 | 0.62% | +22+1.1% | 加碼 |
| Cape Investment Advisory, Inc. | 1,942 | $51.1 萬 | 0.25% | +29+1.5% | 加碼 |
| Connecticut Wealth Management, LLC | 1,944 | $51.2 萬 | 0.03% | +21+1.1% | 加碼 |
| Virtue Capital Management, LLC | – | $51.2 萬 | 0.10% | – | – |
| Citizens National Bank Trust Department | 1,957 | $51.5 萬 | 0.13% | +790+67.7% | 加碼 |
| Tactive Advisors, LLC | 1,959 | $51.5 萬 | 0.33% | +1,959 | 新進 |
| D'Orazio & Associates, Inc. | 1,968 | $51.8 萬 | 0.09% | +193+10.9% | 加碼 |
| Proficio Capital Partners LLC | 1,971 | $51.9 萬 | 0.06% | +131+7.1% | 加碼 |
| JB Capital LLC | 1,973 | $51.9 萬 | 0.04% | +330+20.1% | 加碼 |
| Thrive Capital Management, LLC | 1,976 | $52.0 萬 | 0.28% | +273+16.0% | 加碼 |
| Blueshift Asset Management, LLC | 1,983 | $52.2 萬 | 0.28% | −1,677−45.8% | 減碼 |
| Brio Consultants, LLC | 1,984 | $52.2 萬 | 0.09% | −26−1.3% | 減碼 |
| CoreCap Advisors, LLC | 1,987 | $52.3 萬 | 0.03% | −4,805−70.7% | 減碼 |
| Stiles Financial Services Inc | 1,991 | $52.4 萬 | 0.24% | −335−14.4% | 減碼 |
| Peterson Wealth Services | 1,992 | $52.4 萬 | 0.22% | −4−0.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 1,996 | $52.5 萬 | 0.06% | +28+1.4% | 加碼 |
| Essex LLC | 1,999 | $52.6 萬 | 0.13% | +132+7.1% | 加碼 |
| BOCHK Asset Management Ltd | 2,000 | $52.6 萬 | 0.32% | +2,000 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 2,000 | $52.6 萬 | 0.08% | −1,000−33.3% | 減碼 |
| CSS LLC | 2,000 | $52.6 萬 | 0.04% | +2,000 | 新進 |
| Saiph Capital, LLC | 2,002 | $52.7 萬 | 0.27% | +18+0.9% | 加碼 |
| Mondrian Investment Partners LTD | 2,002 | $52.7 萬 | 0.01% | +115+6.1% | 加碼 |
| Seaport Global Advisors, LLC | 2,011 | $52.9 萬 | 1.27% | −488−19.5% | 減碼 |
| Nwam LLC | 2,011 | $52.9 萬 | 0.04% | −313−13.5% | 減碼 |
| Zullo Investment Group, Inc. | 2,015 | $53.0 萬 | 0.27% | +128+6.8% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,022 | $53.2 萬 | 0.11% | −10−0.5% | 減碼 |
| GYL Financial Synergies, LLC | 2,025 | $53.3 萬 | 0.04% | +31+1.6% | 加碼 |
| BluePath Capital Management, LLC | 2,019 | $53.3 萬 | 0.47% | +396+24.4% | 加碼 |
| Baxter Bros Inc | 2,029 | $53.4 萬 | 0.07% | +133+7.0% | 加碼 |
| Motiv8 Investments LLC | 2,039 | $53.7 萬 | 0.48% | +2,039 | 新進 |
| Northern Financial Advisors Inc | 2,041 | $53.7 萬 | 0.45% | +431+26.8% | 加碼 |
| Smith, Moore & Co. | 2,047 | $53.9 萬 | 0.06% | +460+29.0% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,049 | $53.9 萬 | 0.03% | −849−29.3% | 減碼 |
| New Republic Capital, LLC | 2,055 | $54.1 萬 | 0.38% | −638−23.7% | 減碼 |
| Alley Investment Management Company, LLC | 2,060 | $54.2 萬 | 0.08% | 00.0% | 不變 |
| Fulcrum Capital LLC | 2,061 | $54.2 萬 | 0.14% | 00.0% | 不變 |
| Boston Trust Walden Corp | 2,063 | $54.3 萬 | 0.00% | −239−10.4% | 減碼 |
| Intrua Financial, LLC | 2,069 | $54.4 萬 | 0.09% | +27+1.3% | 加碼 |
| Dover Advisors, LLC | 2,070 | $54.5 萬 | 0.72% | −688−24.9% | 減碼 |
| Ewa, LLC | 1,914 | $54.7 萬 | 0.27% | +64+3.5% | 加碼 |
| BluePointe Capital Management, LLC | 2,078 | $54.7 萬 | 0.42% | +2,078 | 新進 |
| Inceptionr LLC | 2,081 | $54.8 萬 | 0.39% | −1,787−46.2% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,081 | $54.8 萬 | 0.04% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 2,087 | $54.9 萬 | 0.37% | +2,087 | 新進 |
| Weil Company, Inc. | 2,092 | $55.0 萬 | 0.24% | −37−1.7% | 減碼 |
| True North Advisors, LLC | 2,096 | $55.2 萬 | 0.14% | +413+24.5% | 加碼 |
| Palumbo Wealth Management LLC | 2,100 | $55.3 萬 | 0.28% | +2,100 | 新進 |
| Bremer Bank National Association | 2,103 | $55.3 萬 | 0.10% | +136+6.9% | 加碼 |
| Meridian Investment Counsel Inc. | 2,110 | $55.5 萬 | 0.19% | +400+23.4% | 加碼 |
| Austin Private Wealth, LLC | 2,136 | $56.2 萬 | 0.07% | +32+1.5% | 加碼 |
| Magnus Financial Group LLC | 2,138 | $56.3 萬 | 0.07% | +15+0.7% | 加碼 |
| Vigilare Wealth Management | 2,145 | $56.4 萬 | 0.29% | 00.0% | 不變 |
| St. Clair Advisors, LLC | 2,147 | $56.5 萬 | 0.19% | 00.0% | 不變 |