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。
2024 年第 1 季 13F 持有人
Salesforce, Inc. 在 2024/3/31 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
- 2,769
- 較 2023 年第 4 季 +209 家
- 持有股數
- 7.84 億
- 較 2023 年第 4 季 +426.3 萬 (+0.5%)
- 總市值
- $2,357 億
- 較 2023 年第 4 季 +$317.0 億 (+15.5%)
- 新進機構
- 309
- 另有 1,121 家加碼
- 清倉機構
- 100
- 另有 1,031 家減碼
另有 41 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 2,162 | $65.1 萬 | 0.71% | 00.0% | 不變 |
| Granite Group Advisors, LLC | 2,164 | $65.2 萬 | 0.44% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 2,175 | $65.5 萬 | 0.26% | −29−1.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,191 | $66.0 萬 | 0.16% | −3−0.1% | 減碼 |
| Hartford Funds Management Co LLC | 2,193 | $66.0 萬 | 0.06% | +391+21.7% | 加碼 |
| Magnus Financial Group LLC | 2,195 | $66.1 萬 | 0.08% | +57+2.7% | 加碼 |
| Crumly & Associates Inc. | 2,197 | $66.2 萬 | 0.17% | −9−0.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,198 | $66.2 萬 | 0.07% | −232−9.5% | 減碼 |
| Insight Advisors, LLC | 2,202 | $66.3 萬 | 0.13% | +911+70.6% | 加碼 |
| Laidlaw Wealth Management LLC | 2,204 | $66.4 萬 | 0.37% | −2,961−57.3% | 減碼 |
| Orrstown Financial Services Inc | 2,205 | $66.4 萬 | 0.37% | +535+32.0% | 加碼 |
| Blue Barn Wealth, LLC | 2,207 | $66.5 萬 | 0.37% | +39+1.8% | 加碼 |
| Archetype Wealth Partners | 2,212 | $66.6 萬 | 0.11% | +467+26.8% | 加碼 |
| Mirador Capital Partners LP | 2,214 | $66.7 萬 | 0.13% | −28−1.2% | 減碼 |
| Investors Research Corp | 2,217 | $66.8 萬 | 0.16% | −1,669−42.9% | 減碼 |
| Vienna Asset Management LLC | 2,085 | $66.8 萬 | 0.61% | +2,085 | 新進 |
| Callan Capital, LLC | 2,222 | $66.9 萬 | 0.06% | +640+40.5% | 加碼 |
| Proficio Capital Partners LLC | 2,232 | $67.2 萬 | 0.07% | +261+13.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 2,233 | $67.3 萬 | 0.08% | +237+11.9% | 加碼 |
| Trueblood Wealth Management, LLC | 2,233 | $67.3 萬 | 0.39% | +450+25.2% | 加碼 |
| Telos Capital Management, Inc. | 2,240 | $67.5 萬 | 0.08% | −228−9.2% | 減碼 |
| New World Advisors LLC | 2,242 | $67.5 萬 | 0.20% | −7−0.3% | 減碼 |
| IVC Wealth Advisors LLC | 2,245 | $67.6 萬 | 0.39% | −47−2.1% | 減碼 |
| Virtue Capital Management, LLC | 2,294 | $67.9 萬 | 0.12% | – | – |
| Fox Run Management, L.L.C. | 2,256 | $67.9 萬 | 0.15% | +2,256 | 新進 |
| Aprio Wealth Management, LLC | 2,263 | $68.2 萬 | 0.13% | +598+35.9% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,279 | $68.6 萬 | 0.60% | +40+1.8% | 加碼 |
| Meridian Investment Counsel Inc. | 2,280 | $68.7 萬 | 0.23% | +170+8.1% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,281 | $68.7 萬 | 0.17% | −94−4.0% | 減碼 |
| Avalon Trust Co | 2,281 | $68.7 萬 | 0.06% | 00.0% | 不變 |
| WBH Advisory Inc | 2,292 | $69.0 萬 | 0.07% | +130+6.0% | 加碼 |
| Vivid Wealth Management, LLC | 2,295 | $69.1 萬 | 0.43% | +208+10.0% | 加碼 |
| BluePath Capital Management, LLC | 2,298 | $69.2 萬 | 0.53% | +279+13.8% | 加碼 |
| Parkside Advisors LLC | 2,299 | $69.3 萬 | 0.18% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 2,304 | $69.4 萬 | 0.07% | −100−4.2% | 減碼 |
| 626 Financial, LLC | 2,313 | $69.7 萬 | 0.42% | −345−13.0% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,319 | $69.8 萬 | 0.03% | −45−1.9% | 減碼 |
| Sonoma Private Wealth LLC | 2,322 | $69.9 萬 | 1.13% | −78−3.3% | 減碼 |
| Brio Consultants, LLC | 2,332 | $70.2 萬 | 0.12% | +348+17.5% | 加碼 |
| Quest Partners LLC | 2,337 | $70.4 萬 | 0.12% | +2,337 | 新進 |
| AlphaStar Capital Management, LLC | 2,341 | $70.5 萬 | 0.07% | +2,341 | 新進 |
| Garden State Investment Advisory Services LLC | 2,341 | $70.7 萬 | 0.26% | −266−10.2% | 減碼 |
| St. Clair Advisors, LLC | 2,347 | $70.7 萬 | 0.23% | +200+9.3% | 加碼 |
| Financial Advisory Service, Inc. | 2,348 | $70.7 萬 | 0.06% | −181−7.2% | 減碼 |
| Studio Investment Management LLC | 2,348 | $70.8 萬 | 0.17% | +120+5.4% | 加碼 |
| Childress Capital Advisors, LLC | 2,352 | $70.8 萬 | 0.21% | +90+4.0% | 加碼 |
| Insigneo Advisory Services, LLC | 2,351 | $70.9 萬 | 0.08% | −8,239−77.8% | 減碼 |
| Abbot Financial Management, Inc. | 2,368 | $71.3 萬 | 0.39% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 2,368 | $71.3 萬 | 0.48% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 2,374 | $71.5 萬 | 0.49% | −17−0.7% | 減碼 |
| Kozak & Associates, Inc. | 2,515 | $71.6 萬 | 0.19% | +3+0.1% | 加碼 |
| Blue Fin Capital, Inc. | 2,381 | $71.7 萬 | 0.16% | +31+1.3% | 加碼 |
| Sierra Capital LLC | 2,390 | $72.0 萬 | 0.09% | +2,390 | 新進 |
| Investment House LLC | 2,393 | $72.1 萬 | 0.04% | +100+4.4% | 加碼 |
| Kensington Investment Counsel, LLC | 2,403 | $72.4 萬 | 0.33% | +177+8.0% | 加碼 |
| Intrua Financial, LLC | 2,406 | $72.5 萬 | 0.11% | +337+16.3% | 加碼 |
| Custom Index Systems, LLC | 2,414 | $72.7 萬 | 0.41% | +169+7.5% | 加碼 |
| Prentice Wealth Management LLC | 2,416 | $72.8 萬 | 0.25% | +122+5.3% | 加碼 |
| Cim Investment Mangement Inc | 2,425 | $73.0 萬 | 0.22% | 00.0% | 不變 |
| MBB Public Markets I LLC | 2,425 | $73.0 萬 | 0.05% | +2,425 | 新進 |
| Headinvest, LLC | 2,429 | $73.2 萬 | 0.14% | −21−0.9% | 減碼 |
| Castleview Partners, LLC | 2,430 | $73.2 萬 | 0.41% | +21+0.9% | 加碼 |
| Catalina Capital Group, LLC | 2,433 | $73.3 萬 | 0.31% | +1,625+201.1% | 加碼 |
| Eads & Heald Wealth Management | 2,434 | $73.3 萬 | 0.34% | +553+29.4% | 加碼 |
| Gries Financial LLC | 2,441 | $73.5 萬 | 0.12% | +826+51.1% | 加碼 |
| Motiv8 Investments LLC | 2,448 | $73.7 萬 | 0.57% | +409+20.1% | 加碼 |
| Driehaus Capital Management LLC | 2,449 | $73.8 萬 | 0.01% | −396−13.9% | 減碼 |
| AdvisorNet Financial, Inc | 2,450 | $73.8 萬 | 0.07% | −406−14.2% | 減碼 |
| Tyche Wealth Partners LLC | 2,470 | $74.4 萬 | 0.18% | −86−3.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,470 | $74.4 萬 | 0.06% | −51−2.0% | 減碼 |
| OneAscent Financial Services LLC | 2,471 | $74.5 萬 | 0.08% | −100−3.9% | 減碼 |
| Apollon Financial, LLC | 2,478 | $74.6 萬 | 0.26% | −85−3.3% | 減碼 |
| Kuhn & Co Investment Counsel | 2,481 | $74.7 萬 | 0.70% | 00.0% | 不變 |
| Solstein Capital, LLC | 2,487 | $74.9 萬 | 0.52% | 00.0% | 不變 |
| BIP Wealth, LLC | 2,515 | $75.7 萬 | 0.06% | +1,188+89.5% | 加碼 |
| Onefund, LLC | 2,511 | $75.9 萬 | 0.91% | −63−2.4% | 減碼 |
| Janney Capital Management LLC | 2,519 | $75.9 萬 | 0.05% | −469−15.7% | 減碼 |
| Sivia Capital Partners, LLC | 2,521 | $75.9 萬 | 0.52% | −21−0.8% | 減碼 |
| Burford Brothers, Inc. | 2,533 | $76.3 萬 | 0.50% | +172+7.3% | 加碼 |
| GFG Capital, LLC | 2,533 | $76.3 萬 | 0.20% | −662−20.7% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,534 | $76.3 萬 | 0.55% | −50−1.9% | 減碼 |
| Johnson Financial Group, Inc. | 2,532 | $76.3 萬 | 0.04% | −208−7.6% | 減碼 |
| Weaver Capital Management LLC | 2,536 | $76.4 萬 | 0.26% | +62+2.5% | 加碼 |
| Drive Wealth Management, LLC | 2,536 | $76.5 萬 | 0.21% | −115−4.3% | 減碼 |
| Financial Advisory Corp | 2,539 | $76.5 萬 | 0.31% | +147+6.1% | 加碼 |
| Key Financial Inc | 2,547 | $76.7 萬 | 0.20% | 00.0% | 不變 |
| Walkner Condon Financial Advisors LLC | 2,549 | $76.8 萬 | 0.16% | +48+1.9% | 加碼 |
| Inscription Capital, LLC | 2,553 | $76.9 萬 | 0.13% | +320+14.3% | 加碼 |
| Relative Value Partners Group, LLC | 2,742 | $77.1 萬 | 0.05% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 2,563 | $77.2 萬 | 0.06% | +99+4.0% | 加碼 |
| Angeles Investment Advisors, LLC | 2,562 | $77.2 萬 | 0.04% | +348+15.7% | 加碼 |
| IAM Advisory, LLC | 2,565 | $77.3 萬 | 0.21% | +51+2.0% | 加碼 |
| Sunflower Bank, N.A. | 2,572 | $77.5 萬 | 0.17% | −35−1.3% | 減碼 |
| Copperwynd Financial, LLC | 2,598 | $78.2 萬 | 0.28% | +112+4.5% | 加碼 |
| Mill Creek Capital Advisors, LLC | 2,599 | $78.3 萬 | 0.02% | +13+0.5% | 加碼 |
| Interchange Capital Partners, LLC | 2,584 | $78.5 萬 | 0.53% | −255−9.0% | 減碼 |
| Semmax Financial Advisors Inc. | 2,848 | $79.0 萬 | 0.26% | +304+11.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,634 | $79.3 萬 | 0.14% | −12−0.5% | 減碼 |
| Hartline Investment Corp | 2,634 | $79.3 萬 | 0.14% | +2,634 | 新進 |
| Wealth Alliance Advisory Group, LLC | 2,635 | $79.4 萬 | 0.18% | +8+0.3% | 加碼 |