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 |
|---|---|---|---|---|---|
| Catalyst Private Wealth, LLC | 2,148 | $56.5 萬 | 0.27% | +11+0.5% | 加碼 |
| Berry Wealth Group, LP | 2,156 | $56.7 萬 | 0.52% | +2,156 | 新進 |
| Northwest Financial Advisors | 2,162 | $56.9 萬 | 0.48% | +2,162 | 新進 |
| WBH Advisory Inc | 2,162 | $56.9 萬 | 0.06% | +268+14.1% | 加碼 |
| Blue Barn Wealth, LLC | 2,168 | $57.0 萬 | 0.34% | +156+7.8% | 加碼 |
| Valmark Advisers, Inc. | 2,190 | $57.6 萬 | 0.01% | +51+2.4% | 加碼 |
| SFM, LLC | 2,191 | $57.7 萬 | 0.48% | +2,191 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 2,194 | $57.7 萬 | 0.15% | +100+4.8% | 加碼 |
| IFG Advisory, LLC | 2,195 | $57.8 萬 | 0.04% | +268+13.9% | 加碼 |
| Centurion Wealth Management LLC | 2,204 | $58.0 萬 | 0.25% | −12−0.5% | 減碼 |
| Crumly & Associates Inc. | 2,206 | $58.0 萬 | 0.17% | +659+42.6% | 加碼 |
| Angeles Investment Advisors, LLC | 2,214 | $58.3 萬 | 0.04% | +63+2.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 2,224 | $58.5 萬 | 0.01% | −325−12.8% | 減碼 |
| Kensington Investment Counsel, LLC | 2,226 | $58.6 萬 | 0.31% | +118+5.6% | 加碼 |
| Studio Investment Management LLC | 2,228 | $58.6 萬 | 0.15% | −396−15.1% | 減碼 |
| Inscription Capital, LLC | 2,233 | $58.8 萬 | 0.16% | +22+1.0% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,239 | $58.9 萬 | 0.55% | +55+2.5% | 加碼 |
| Gradient Investments LLC | 2,241 | $59.0 萬 | 0.01% | −303−11.9% | 減碼 |
| Mirador Capital Partners LP | 2,242 | $59.0 萬 | 0.12% | −146−6.1% | 減碼 |
| Essex Financial Services, Inc. | 2,242 | $59.0 萬 | 0.06% | +232+11.5% | 加碼 |
| Custom Index Systems, LLC | 2,245 | $59.1 萬 | 0.37% | +2,245 | 新進 |
| Regal Investment Advisors LLC | 2,246 | $59.1 萬 | 0.04% | +71+3.3% | 加碼 |
| New World Advisors LLC | 2,249 | $59.2 萬 | 0.18% | +4+0.2% | 加碼 |
| Roberts Glore & Co Inc | 2,254 | $59.3 萬 | 0.18% | −5−0.2% | 減碼 |
| Childress Capital Advisors, LLC | 2,262 | $59.5 萬 | 0.18% | −272−10.7% | 減碼 |
| Clarus Wealth Advisors | 2,169 | $59.5 萬 | 0.35% | +2,169 | 新進 |
| Monetary Management Group Inc | 2,275 | $59.9 萬 | 0.19% | 00.0% | 不變 |
| State of Wyoming | 2,277 | $59.9 萬 | 0.11% | −723−24.1% | 減碼 |
| Avalon Trust Co | 2,281 | $60.0 萬 | 0.05% | +425+22.9% | 加碼 |
| Redwood Financial Network Corp | 2,285 | $60.1 萬 | 0.58% | +129+6.0% | 加碼 |
| IVC Wealth Advisors LLC | 2,292 | $60.3 萬 | 0.37% | −10.0% | 減碼 |
| Investment House LLC | 2,293 | $60.3 萬 | 0.04% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 2,294 | $60.4 萬 | 0.24% | +38+1.7% | 加碼 |
| Parkside Advisors LLC | 2,299 | $60.5 萬 | 0.17% | 00.0% | 不變 |
| Harvest Management LLC | 2,300 | $60.5 萬 | 0.68% | +500+27.8% | 加碼 |
| Blue Fin Capital, Inc. | 2,350 | $61.8 萬 | 0.16% | +76+3.3% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 2,351 | $61.9 萬 | 0.06% | −126−5.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,356 | $62.0 萬 | 0.07% | +1,178+100.0% | 加碼 |
| Burford Brothers, Inc. | 2,361 | $62.1 萬 | 0.44% | +2,361 | 新進 |
| Perfromance Wealth Partners, LLC | 2,364 | $62.2 萬 | 0.03% | −127−5.1% | 減碼 |
| WESPAC Advisors SoCal, LLC | 2,367 | $62.3 萬 | 0.18% | +243+11.4% | 加碼 |
| Abbot Financial Management, Inc. | 2,368 | $62.3 萬 | 0.37% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 2,368 | $62.3 萬 | 0.46% | +2,368 | 新進 |
| My Legacy Advisors, LLC | 2,302 | $62.5 萬 | 0.23% | +2,302 | 新進 |
| Regent Peak Wealth Advisors LLC | 2,375 | $62.5 萬 | 0.17% | −6−0.3% | 減碼 |
| Financial Advisory Corp | 2,392 | $62.9 萬 | 0.28% | +174+7.8% | 加碼 |
| Salvus Wealth Management, LLC | 2,391 | $62.9 萬 | 0.45% | +8+0.3% | 加碼 |
| Allred Capital Management, LLC | 2,400 | $63.2 萬 | 0.27% | −3−0.1% | 減碼 |
| Sonoma Private Wealth LLC | 2,400 | $63.2 萬 | 1.05% | +2,400 | 新進 |
| Provence Wealth Management Group | 2,403 | $63.2 萬 | 0.34% | +313+15.0% | 加碼 |
| Hengehold Capital Management LLC | 2,404 | $63.3 萬 | 0.07% | −100−4.0% | 減碼 |
| MONECO Advisors, LLC | 2,404 | $63.3 萬 | 0.12% | +731+43.7% | 加碼 |
| National Wealth Management Group, LLC | 2,406 | $63.3 萬 | 0.61% | +152+6.7% | 加碼 |
| Castleview Partners, LLC | 2,409 | $63.4 萬 | 0.44% | +31+1.3% | 加碼 |
| Balanced Rock Investment Advisor | 2,418 | $63.6 萬 | 0.57% | +2,418 | 新進 |
| Israel Discount Bank of New York | 2,422 | $63.7 萬 | 0.50% | −810−25.1% | 減碼 |
| Cim Investment Mangement Inc | 2,425 | $63.8 萬 | 0.21% | +326+15.5% | 加碼 |
| Rakuten Investment Management, Inc. | 2,406 | $63.9 萬 | 0.01% | +2,406 | 新進 |
| Capital Investment Advisory Services, LLC | 2,430 | $63.9 萬 | 0.06% | +156+6.9% | 加碼 |
| Headinvest, LLC | 2,450 | $64.5 萬 | 0.13% | −57−2.3% | 減碼 |
| Valley National Advisers Inc | 2,463 | $64.8 萬 | 0.10% | +96+4.1% | 加碼 |
| Greenwich Wealth Management LLC | 2,464 | $64.8 萬 | 0.06% | +199+8.8% | 加碼 |
| Telos Capital Management, Inc. | 2,468 | $64.9 萬 | 0.08% | +2,468 | 新進 |
| Weaver Capital Management LLC | 2,474 | $65.1 萬 | 0.26% | +2,474 | 新進 |
| Sheets Smith Wealth Management | 2,480 | $65.3 萬 | 0.09% | +427+20.8% | 加碼 |
| Maia Wealth LLC | 2,481 | $65.3 萬 | 0.26% | +2,481 | 新進 |
| Kuhn & Co Investment Counsel | 2,481 | $65.3 萬 | 0.67% | +2,481 | 新進 |
| Copperwynd Financial, LLC | 2,486 | $65.4 萬 | 0.26% | +81+3.4% | 加碼 |
| Solstein Capital, LLC | 2,487 | $65.4 萬 | 0.48% | 00.0% | 不變 |
| Mizuho Securities Co. Ltd. | 2,500 | $65.8 萬 | 2.36% | +2,200+733.3% | 加碼 |
| Parkside Investments, LLC | 2,500 | $65.8 萬 | 0.11% | +2,500 | 新進 |
| Walkner Condon Financial Advisors LLC | 2,501 | $65.8 萬 | 0.15% | −132−5.0% | 減碼 |
| First Financial Corp | 2,507 | $66.0 萬 | 0.34% | −23−0.9% | 減碼 |
| IAM Advisory, LLC | 2,514 | $66.2 萬 | 0.21% | +30+1.2% | 加碼 |
| Granite Group Advisors, LLC | 2,164 | $66.2 萬 | 0.47% | +2,164 | 新進 |
| Beaumont Financial Advisors, LLC | 2,521 | $66.3 萬 | 0.06% | +544+27.5% | 加碼 |
| Financial Advisory Service, Inc. | 2,529 | $66.5 萬 | 0.06% | −75−2.9% | 減碼 |
| Central Bank & Trust Co | 2,532 | $66.6 萬 | 0.10% | −1,449−36.4% | 減碼 |
| Knuff & Co LLC | 2,540 | $66.8 萬 | 0.24% | −150−5.6% | 減碼 |
| Sivia Capital Partners, LLC | 2,542 | $66.9 萬 | 0.51% | +2,542 | 新進 |
| First Citizens Bank & Trust Co | 2,547 | $67.0 萬 | 0.01% | −17−0.7% | 減碼 |
| Key Financial Inc | 2,547 | $67.0 萬 | 0.18% | −20−0.8% | 減碼 |
| Tyche Wealth Partners LLC | 2,556 | $67.3 萬 | 0.16% | +2,556 | 新進 |
| Apollon Financial, LLC | 2,563 | $67.4 萬 | 0.27% | +2,563 | 新進 |
| Kozak & Associates, Inc. | 2,512 | $67.6 萬 | 0.21% | +4+0.2% | 加碼 |
| OneAscent Financial Services LLC | 2,571 | $67.7 萬 | 0.08% | −602−19.0% | 減碼 |
| Onefund, LLC | 2,574 | $67.7 萬 | 0.88% | +2,574 | 新進 |
| Covenant Partners, LLC | 2,575 | $67.8 萬 | 0.21% | 00.0% | 不變 |
| RAM Investment Partners, LLC | 2,582 | $67.9 萬 | 0.24% | +29+1.1% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,584 | $68.0 萬 | 0.52% | +2,584 | 新進 |
| Mill Creek Capital Advisors, LLC | 2,586 | $68.0 萬 | 0.02% | +2,586 | 新進 |
| Circle Wealth Management, LLC | 2,589 | $68.1 萬 | 0.02% | +146+6.0% | 加碼 |
| Garden State Investment Advisory Services LLC | 2,607 | $68.6 萬 | 0.28% | +99+3.9% | 加碼 |
| Sunflower Bank, N.A. | 2,607 | $68.6 萬 | 0.16% | +119+4.8% | 加碼 |
| Transcendent Capital Group LLC | 2,617 | $68.9 萬 | 0.46% | +2,617 | 新進 |
| Wealth Alliance Advisory Group, LLC | 2,627 | $69.1 萬 | 0.18% | +569+27.6% | 加碼 |
| Vise Technologies, Inc. | 2,628 | $69.2 萬 | 0.15% | +225+9.4% | 加碼 |
| Sonen Capital LLC | 2,636 | $69.4 萬 | 1.32% | +317+13.7% | 加碼 |
| Park Edge Advisors, LLC | 2,641 | $69.5 萬 | 0.24% | +2,641 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 2,645 | $69.6 萬 | 0.14% | −530−16.7% | 減碼 |