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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 3,340 | $100.6 萬 | 0.05% | +639+23.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,344 | $100.7 萬 | 0.16% | +95+2.9% | 加碼 |
| XML Financial, LLC | 3,348 | $100.8 萬 | 0.10% | +14+0.4% | 加碼 |
| Sheets Smith Wealth Management | 3,351 | $100.9 萬 | 0.11% | +871+35.1% | 加碼 |
| Calamos Wealth Management LLC | 3,354 | $101.0 萬 | 0.06% | −20−0.6% | 減碼 |
| Valmark Advisers, Inc. | 3,360 | $101.2 萬 | 0.02% | +1,170+53.4% | 加碼 |
| Milestone Asset Management, LLC | 3,369 | $101.5 萬 | 0.29% | +2,555+313.9% | 加碼 |
| DRW Securities, LLC | 3,388 | $101.8 萬 | 0.06% | −1,184−25.9% | 減碼 |
| Symmetry Partners, LLC | 3,397 | $102.3 萬 | 0.08% | 00.0% | 不變 |
| Allstate Corp | 3,403 | $102.5 萬 | 0.07% | −36−1.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,425 | $103.2 萬 | 0.18% | −184−5.1% | 減碼 |
| CFO4Life Group, LLC | 3,430 | $103.3 萬 | 0.19% | −179−5.0% | 減碼 |
| Sage Mountain Advisors LLC | 3,431 | $103.3 萬 | 0.11% | +557+19.4% | 加碼 |
| Tectonic Advisors LLC | 3,450 | $103.9 萬 | 0.08% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 3,462 | $104.3 萬 | 0.46% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 3,465 | $104.4 萬 | 0.05% | −100−2.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,482 | $104.9 萬 | 0.18% | +71+2.1% | 加碼 |
| Aspire Private Capital, LLC | 3,484 | $104.9 萬 | 0.28% | +461+15.2% | 加碼 |
| First Commonwealth Financial Corp | 3,487 | $105.0 萬 | 0.28% | +3,487 | 新進 |
| Haverford Trust Co | 3,512 | $105.8 萬 | 0.01% | +775+28.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 3,513 | $105.8 萬 | 0.21% | +3,513 | 新進 |
| Anchor Investment Management, LLC | 3,514 | $105.8 萬 | 0.11% | +97+2.8% | 加碼 |
| Hillsdale Investment Management Inc. | 3,515 | $105.9 萬 | 0.08% | −850−19.5% | 減碼 |
| Magnolia Capital Advisors LLC | 3,925 | $106.1 萬 | 0.89% | +656+20.1% | 加碼 |
| Sterling Investment Counsel, LLC | 3,560 | $107.2 萬 | 0.50% | +172+5.1% | 加碼 |
| Sky Investment Group LLC | 3,561 | $107.3 萬 | 0.21% | −25−0.7% | 減碼 |
| Intact Investment Management Inc. | 3,570 | $107.5 萬 | 0.04% | −1,300−26.7% | 減碼 |
| Altfest L J & Co Inc | 3,580 | $107.8 萬 | 0.16% | −1,766−33.0% | 減碼 |
| Lokken Investment Group LLC | 3,593 | $108.2 萬 | 0.54% | −16−0.4% | 減碼 |
| Old Well Partners, LLC | 3,600 | $108.4 萬 | 0.97% | −1,600−30.8% | 減碼 |
| Brown Capital Management LLC | 3,601 | $108.5 萬 | 0.02% | 00.0% | 不變 |
| Wolverine Trading, LLC | 3,603 | $108.5 萬 | 0.01% | −47,876−93.0% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 3,609 | $108.7 萬 | 0.10% | +1,258+53.5% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,609 | $108.7 萬 | 0.25% | +50+1.4% | 加碼 |
| Leo Wealth, LLC | 3,604 | $108.8 萬 | 0.11% | +780+27.6% | 加碼 |
| Maven Securities LTD | 3,618 | $109.0 萬 | 0.06% | −446−11.0% | 減碼 |
| Glen Eagle Advisors, LLC | 3,628 | $109.3 萬 | 0.21% | +13+0.4% | 加碼 |
| Greystone Financial Group, LLC | 3,636 | $109.5 萬 | 0.22% | +542+17.5% | 加碼 |
| Perennial Investment Advisors, LLC | 3,644 | $109.7 萬 | 0.17% | +188+5.4% | 加碼 |
| Unique Wealth, LLC | 3,646 | $109.8 萬 | 0.31% | +2,097+135.4% | 加碼 |
| Capital Advisors Wealth Management, LLC | 3,653 | $110.0 萬 | 0.23% | +469+14.7% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 3,653 | $110.0 萬 | 0.58% | +3,653 | 新進 |
| KWB Wealth | 3,656 | $110.1 萬 | 0.15% | −89−2.4% | 減碼 |
| Curbstone Financial Management Corp | 3,666 | $110.4 萬 | 0.24% | −50−1.3% | 減碼 |
| Steward Partners Investment Solutions, LLC | 3,667 | $110.4 萬 | 0.19% | +19+0.5% | 加碼 |
| Meridian Financial Partners LLC | 3,985 | $110.5 萬 | 1.42% | −50−1.2% | 減碼 |
| Gen-Wealth Partners Inc | 3,685 | $111.0 萬 | 0.55% | +3,685 | 新進 |
| Park Edge Advisors, LLC | 3,686 | $111.0 萬 | 0.31% | +1,045+39.6% | 加碼 |
| New Century Financial Group, LLC | 3,695 | $111.3 萬 | 0.77% | +582+18.7% | 加碼 |
| LMG Wealth Partners, LLC | 3,699 | $111.4 萬 | 0.28% | +3,699 | 新進 |
| Shariaportfolio, Inc. | 3,700 | $111.4 萬 | 0.64% | +510+16.0% | 加碼 |
| Seed Wealth Management, Inc. | 3,690 | $111.5 萬 | 1.07% | +40+1.1% | 加碼 |
| Riverview Trust Co | 3,706 | $111.6 萬 | 0.86% | 00.0% | 不變 |
| Allred Capital Management, LLC | 3,714 | $111.9 萬 | 0.44% | +1,314+54.8% | 加碼 |
| Bond & Devick Financial Network, Inc. | 3,721 | $112.1 萬 | 0.61% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 3,746 | $112.2 萬 | 0.41% | −32−0.8% | 減碼 |
| Csenge Advisory Group | 3,736 | $112.5 萬 | 0.06% | +387+11.6% | 加碼 |
| Salem Investment Counselors Inc | 3,739 | $112.8 萬 | 0.04% | −12−0.3% | 減碼 |
| Paradigm Asset Management Co LLC | 3,750 | $112.9 萬 | 0.29% | −1,200−24.2% | 減碼 |
| Argus Investors' Counsel, Inc. | 3,777 | $113.8 萬 | 0.70% | +46+1.2% | 加碼 |
| Augustine Asset Management Inc | 3,797 | $114.4 萬 | 0.48% | −40−1.0% | 減碼 |
| LCM Capital Management Inc | 3,797 | $114.4 萬 | 0.74% | −4−0.1% | 減碼 |
| Central Bank & Trust Co | 3,799 | $114.4 萬 | 0.16% | +1,267+50.0% | 加碼 |
| Delta Financial Advisors LLC | 3,808 | $114.7 萬 | 0.45% | +575+17.8% | 加碼 |
| Octavia Wealth Advisors, LLC | 3,805 | $114.8 萬 | 0.17% | −1,066−21.9% | 減碼 |
| Oder Investment Management, LLC | 3,811 | $114.8 萬 | 1.07% | −9−0.2% | 減碼 |
| Two Sigma Securities, LLC | 3,855 | $116.1 萬 | 0.06% | −25,325−86.8% | 減碼 |
| Platinum Investment Management Ltd | 3,862 | $116.3 萬 | 0.05% | +3,862 | 新進 |
| DB Fitzpatrick & Co, Inc | 3,884 | $117.0 萬 | 1.07% | −1,125−22.5% | 減碼 |
| Blueprint Investment Partners LLC | 3,887 | $117.1 萬 | 0.23% | +811+26.4% | 加碼 |
| Foguth Wealth Management, LLC. | 3,887 | $117.1 萬 | 0.63% | +3,887 | 新進 |
| BFSG, LLC | 3,890 | $117.2 萬 | 0.15% | −176−4.3% | 減碼 |
| Byrne Asset Management LLC | 3,891 | $117.2 萬 | 0.81% | +187+5.0% | 加碼 |
| Moseley Investment Management Inc | 3,903 | $117.6 萬 | 0.58% | −258−6.2% | 減碼 |
| Prudent Man Advisors, LLC | 3,911 | $117.8 萬 | 0.44% | −594−13.2% | 減碼 |
| Unique Wealth Strategies, LLC | 3,915 | $117.9 萬 | 0.58% | +446+12.9% | 加碼 |
| Essex Savings Bank | 4,482 | $117.9 萬 | 0.34% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 3,922 | $118.1 萬 | 0.11% | +2,301+141.9% | 加碼 |
| Signature Wealth Management Group | 4,369 | $118.1 萬 | 0.54% | +279+6.8% | 加碼 |
| Woodward Diversified Capital, LLC | 3,925 | $118.2 萬 | 0.74% | +3,110+381.6% | 加碼 |
| Paragon Private Wealth Management, LLC | 3,936 | $118.5 萬 | 0.71% | +281+7.7% | 加碼 |
| Community Bank & Trust, Waco, Texas | 3,953 | $119.1 萬 | 0.29% | +41+1.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 3,977 | $119.8 萬 | 0.27% | +423+11.9% | 加碼 |
| Raelipskie Partnership | 3,984 | $120.0 萬 | 0.68% | −160−3.9% | 減碼 |
| Value Star Asset Management (Hong Kong) Ltd | 4,000 | $120.4 萬 | 0.42% | +4,000 | 新進 |
| Highlander Capital Management, LLC | 4,020 | $121.1 萬 | 0.41% | −822−17.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 4,031 | $121.4 萬 | 0.32% | +7+0.2% | 加碼 |
| Investment Partners Asset Management, Inc. | 4,035 | $121.5 萬 | 1.10% | −62−1.5% | 減碼 |
| Romano Brothers and Company | 4,039 | $121.6 萬 | 0.17% | −90−2.2% | 減碼 |
| Monetary Management Group Inc | 4,040 | $121.7 萬 | 0.34% | +1,765+77.6% | 加碼 |
| Sage Rhino Capital LLC | 4,042 | $121.7 萬 | 0.29% | −77−1.9% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $122.0 萬 | 0.84% | −1,813−30.9% | 減碼 |
| Marietta Investment Partners LLC | 4,056 | $122.2 萬 | 0.27% | +4,056 | 新進 |
| Diligent Investors, LLC | 4,061 | $122.3 萬 | 0.31% | −160−3.8% | 減碼 |
| Texas Yale Capital Corp. | 4,062 | $122.3 萬 | 0.05% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 4,062 | $122.3 萬 | 0.03% | +621+18.0% | 加碼 |
| Wallace Advisory Group, LLC | 4,653 | $122.4 萬 | 0.92% | −62−1.3% | 減碼 |
| 1st Source Bank | 4,073 | $122.7 萬 | 0.07% | −25−0.6% | 減碼 |
| Claro Advisors LLC | 4,092 | $123.2 萬 | 0.21% | +192+4.9% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 4,097 | $123.4 萬 | 0.39% | +4,097 | 新進 |