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
- 2,768
- 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 1,120 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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 2,641 | $79.5 萬 | 0.16% | +936+54.9% | 加碼 |
| WESPAC Advisors SoCal, LLC | 2,657 | $80.0 萬 | 0.21% | +290+12.3% | 加碼 |
| Hill Island Financial LLC | 2,659 | $80.1 萬 | 0.26% | −88−3.2% | 減碼 |
| MONECO Advisors, LLC | 2,659 | $80.1 萬 | 0.13% | +255+10.6% | 加碼 |
| Naples Global Advisors, LLC | 2,656 | $80.1 萬 | 0.08% | 00.0% | 不變 |
| High Note Wealth, LLC | 2,664 | $80.2 萬 | 0.26% | +864+48.0% | 加碼 |
| Appleton Partners Inc | 2,669 | $80.4 萬 | 0.06% | −130−4.6% | 減碼 |
| Global Trust Asset Management, LLC | 2,670 | $80.4 萬 | 0.33% | +770+40.5% | 加碼 |
| Kapstone Financial Advisors LLC | 2,671 | $80.4 萬 | 0.55% | 00.0% | 不變 |
| Carret Asset Management, LLC | 2,674 | $80.5 萬 | 0.09% | −110−4.0% | 減碼 |
| Malaga Cove Capital, LLC | 2,683 | $80.8 萬 | 0.33% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 2,690 | $81.0 萬 | 0.70% | +18+0.7% | 加碼 |
| Alta Advisers Ltd | 2,700 | $81.3 萬 | 0.40% | 00.0% | 不變 |
| Oxford Wealth Group, LLC | 2,714 | $81.7 萬 | 0.74% | +2,714 | 新進 |
| Seaport Global Advisors, LLC | 2,715 | $81.8 萬 | 1.66% | +704+35.0% | 加碼 |
| Cutler Group LP | 2,734 | $82.3 萬 | 0.42% | −1,222−30.9% | 減碼 |
| Virtus ETF Advisers LLC | 2,736 | $82.4 萬 | 0.44% | −159−5.5% | 減碼 |
| Continuum Advisory, LLC | 3,015 | $83.0 萬 | 0.12% | −208−6.5% | 減碼 |
| Jefferies Financial Group Inc. | 2,757 | $83.0 萬 | 0.02% | −30,300−91.7% | 減碼 |
| First Citizens Bank & Trust Co | 2,760 | $83.1 萬 | 0.02% | +213+8.4% | 加碼 |
| Aviso Wealth Management | 2,773 | $83.5 萬 | 0.53% | −268−8.8% | 減碼 |
| Guardian Capital Advisors LP | 3,030 | $83.7 萬 | 0.09% | −612−16.8% | 減碼 |
| Vise Technologies, Inc. | 2,780 | $83.7 萬 | 0.16% | +152+5.8% | 加碼 |
| Osterweis Capital Management Inc | 2,795 | $84.2 萬 | 0.05% | −103−3.6% | 減碼 |
| Valley National Advisers Inc | 2,798 | $84.2 萬 | 0.13% | +335+13.6% | 加碼 |
| Probity Advisors, Inc. | 2,804 | $84.5 萬 | 0.17% | −99−3.4% | 減碼 |
| EPIQ Capital Group, LLC | 2,815 | $84.9 萬 | 0.34% | −23−0.8% | 減碼 |
| TFG Advisers LLC | 2,820 | $84.9 萬 | 0.33% | −52−1.8% | 減碼 |
| Austin Private Wealth, LLC | 2,791 | $85.1 萬 | 0.10% | +655+30.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 2,827 | $85.1 萬 | 0.30% | −119−4.0% | 減碼 |
| Mathes Company, Inc. | 2,825 | $85.1 萬 | 0.32% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 2,839 | $85.5 萬 | 0.38% | +739+35.2% | 加碼 |
| Essex Financial Services, Inc. | 2,848 | $85.8 萬 | 0.08% | +606+27.0% | 加碼 |
| Virtu Financial LLC | 2,853 | $85.9 萬 | 0.07% | +2,853 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 2,856 | $86.0 萬 | 0.16% | +211+8.0% | 加碼 |
| My Legacy Advisors, LLC | 2,860 | $86.1 萬 | 0.29% | +558+24.2% | 加碼 |
| Strait & Sound Wealth Management LLC | 2,883 | $86.3 萬 | 0.48% | +91+3.3% | 加碼 |
| Scientech Research LLC | 2,870 | $86.4 萬 | 0.46% | +2,870 | 新進 |
| Blodgett Wealth Advisors, LLC | 2,892 | $87.1 萬 | 0.79% | +112+4.0% | 加碼 |
| Icapital Wealth LLC | 2,909 | $87.6 萬 | 0.52% | 00.0% | 不變 |
| Kirtland Hills Capital Management, LLC | 3,154 | $87.8 萬 | 0.76% | +3,154 | 新進 |
| Fayez Sarofim & Co | 2,917 | $87.9 萬 | 0.00% | −85−2.8% | 減碼 |
| Cascade Investment Group, Inc. | 2,920 | $87.9 萬 | 0.66% | −400−12.0% | 減碼 |
| Bienville Capital Management, LLC | 2,924 | $88.2 萬 | 0.27% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,926 | $88.2 萬 | 0.53% | +2+0.1% | 加碼 |
| Alpha Family Trust | 2,935 | $88.4 萬 | 0.53% | 00.0% | 不變 |
| Knuff & Co LLC | 2,940 | $88.5 萬 | 0.30% | +400+15.7% | 加碼 |
| Midland Wealth Advisors LLC | 2,945 | $88.7 萬 | 0.05% | −227−7.2% | 減碼 |
| 17 Capital Partners, LLC | 2,946 | $88.7 萬 | 0.66% | −535−15.4% | 減碼 |
| Tradewinds, LLC. | 3,378 | $88.9 萬 | 0.79% | +3,378 | 新進 |
| Marcum Wealth, LLC | 2,956 | $89.0 萬 | 0.09% | +294+11.0% | 加碼 |
| S&CO Inc | 2,971 | $89.4 萬 | 0.06% | 00.0% | 不變 |
| Tranquility Partners, LLC | 2,974 | $89.6 萬 | 0.35% | +32+1.1% | 加碼 |
| V2 Financial group LLC | 2,990 | $90.1 萬 | 0.61% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 3,000 | $90.4 萬 | 0.25% | +3,000 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,003 | $90.4 萬 | 0.10% | +70+2.4% | 加碼 |
| Avitas Wealth Management LLC | 3,008 | $90.6 萬 | 0.14% | −40−1.3% | 減碼 |
| Ancora Advisors, LLC | 3,016 | $90.8 萬 | 0.02% | +27+0.9% | 加碼 |
| Wealth Advisors of Iowa, LLC | 3,019 | $90.9 萬 | 0.55% | −1,825−37.7% | 減碼 |
| Global Endowment Management, LP | 3,030 | $91.3 萬 | 0.10% | −6,559−68.4% | 減碼 |
| Corvex Management LP | 3,032 | $91.3 萬 | 0.05% | 00.0% | 不變 |
| Congress Park Capital LLC | 3,035 | $91.4 萬 | 0.40% | −495−14.0% | 減碼 |
| Quent Capital, LLC | 3,076 | $92.6 萬 | 0.11% | +114+3.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 3,077 | $92.7 萬 | 0.13% | −109−3.4% | 減碼 |
| Bullock Wealth Management Group | 3,072 | $92.9 萬 | 0.62% | +3,072 | 新進 |
| Credential Qtrade Securities Inc. | 3,095 | $93.2 萬 | 0.05% | −321−9.4% | 減碼 |
| Fort Point Capital Partners LLC | 3,099 | $93.3 萬 | 0.13% | +81+2.7% | 加碼 |
| Principal Street Partners, LLC | 3,173 | $93.8 萬 | 0.18% | +126+4.1% | 加碼 |
| Davis R M Inc | 3,144 | $94.7 萬 | 0.02% | +31+1.0% | 加碼 |
| Capital Management Associates | 3,150 | $94.9 萬 | 1.13% | −350−10.0% | 減碼 |
| Harbour Investments, Inc. | 3,158 | $95.1 萬 | 0.03% | +89+2.9% | 加碼 |
| Parkside Financial Bank & Trust | 3,160 | $95.2 萬 | 0.15% | +210+7.1% | 加碼 |
| Gryphon Financial Partners LLC | 3,161 | $95.2 萬 | 0.16% | −799−20.2% | 減碼 |
| Dover Advisors, LLC | 3,176 | $95.7 萬 | 0.66% | +1,106+53.4% | 加碼 |
| Smithfield Trust Co | 3,159 | $95.7 萬 | 0.05% | +166+5.5% | 加碼 |
| FLC Capital Advisors | 3,200 | $96.4 萬 | 0.24% | 00.0% | 不變 |
| Visionary Wealth Advisors | 3,201 | $96.4 萬 | 0.07% | −79−2.4% | 減碼 |
| BSW Wealth Partners | 3,210 | $96.7 萬 | 0.16% | +84+2.7% | 加碼 |
| Zhang Financial LLC | 3,213 | $96.8 萬 | 0.07% | +1,807+128.5% | 加碼 |
| Coppell Advisory Solutions Corp. | 3,215 | $96.8 萬 | 0.18% | +3,215 | 新進 |
| Atlanta Consulting Group Advisors, LLC | 3,216 | $96.9 萬 | 0.33% | +3,216 | 新進 |
| Stock Yards Bank & Trust Co | 3,221 | $97.0 萬 | 0.03% | −533−14.2% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 3,223 | $97.1 萬 | 0.68% | +146+4.7% | 加碼 |
| Advisor Resource Council | 3,693 | $97.2 萬 | 0.41% | −5,110−58.0% | 減碼 |
| American National Bank | 3,228 | $97.2 萬 | 0.13% | 00.0% | 不變 |
| Watts Gwilliam & Co., LLC | 3,514 | $97.3 萬 | 0.30% | +3,514 | 新進 |
| Resonant Capital Advisors, LLC | 3,226 | $97.3 萬 | 0.08% | +1,585+96.6% | 加碼 |
| First National Bank | 3,234 | $97.4 萬 | 0.74% | −106−3.2% | 減碼 |
| Masso Torrence Wealth Management Inc. | 3,242 | $97.6 萬 | 0.58% | +90+2.9% | 加碼 |
| Founders Financial Securities LLC | 3,257 | $98.1 萬 | 0.10% | +60+1.9% | 加碼 |
| Roberts Capital Advisors, LLC | 3,262 | $98.2 萬 | 0.94% | +3,262 | 新進 |
| L2 Asset Management, LLC | 3,264 | $98.3 萬 | 0.32% | +196+6.4% | 加碼 |
| Viawealth, LLC | 3,274 | $98.6 萬 | 0.62% | −15−0.5% | 減碼 |
| ASB Consultores, LLC | 3,287 | $99.0 萬 | 0.26% | +2,443+289.5% | 加碼 |
| Formidable Asset Management, LLC | 3,300 | $99.4 萬 | 0.16% | +2,009+155.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 3,303 | $99.5 萬 | 0.56% | −830−20.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,303 | $99.5 萬 | 0.03% | −135−3.9% | 減碼 |
| Kraematon Investment Advisors, Inc | 3,306 | $99.6 萬 | 1.00% | −110−3.2% | 減碼 |
| Baron Wealth Management LLC | 3,307 | $99.6 萬 | 0.53% | +329+11.0% | 加碼 |
| Terry L. Blaker | 3,308 | $99.6 萬 | 0.07% | +2,174+191.7% | 加碼 |