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 2,493 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 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 4,600 | $123.7 萬 | 0.25% | −6,400−58.2% | 減碼 |
| Focus Financial Network, Inc. | 4,557 | $123.9 萬 | 0.06% | +4,557 | 新進 |
| Bordeaux Wealth Advisors LLC | 4,118 | $124.0 萬 | 0.41% | −396−8.8% | 減碼 |
| Secure Asset Management, LLC | 4,160 | $125.3 萬 | 0.29% | −1,334−24.3% | 減碼 |
| Jmac Enterprises LLC | 4,160 | $125.3 萬 | 0.23% | +29+0.7% | 加碼 |
| Bowman & Co S.C. | 4,165 | $125.4 萬 | 0.76% | +11+0.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 4,167 | $125.5 萬 | 0.02% | +1,943+87.4% | 加碼 |
| HF Advisory Group, LLC | 4,179 | $125.9 萬 | 0.70% | +519+14.2% | 加碼 |
| Main Street Financial Solutions, LLC | 4,179 | $125.9 萬 | 0.13% | +2,699+182.4% | 加碼 |
| HM Payson & Co | 4,180 | $125.9 萬 | 0.02% | −433−9.4% | 減碼 |
| Bank of Hawaii | 4,180 | $125.9 萬 | 0.06% | +875+26.5% | 加碼 |
| Eqis Capital Management, Inc. | 4,199 | $126.5 萬 | 0.10% | +10+0.2% | 加碼 |
| Financial Insights, Inc. | 4,205 | $126.6 萬 | 0.35% | +5+0.1% | 加碼 |
| Consilium Wealth Advisory, LLC | 4,209 | $126.8 萬 | 0.71% | +231+5.8% | 加碼 |
| Cove Private Wealth, LLC | 4,225 | $127.2 萬 | 1.09% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 4,234 | $127.5 萬 | 0.49% | −272−6.0% | 減碼 |
| Angeles Wealth Management, LLC | 4,238 | $127.6 萬 | 0.13% | +530+14.3% | 加碼 |
| Duality Advisers, LP | 4,249 | $128.0 萬 | 0.13% | +4,249 | 新進 |
| Simon Quick Advisors, LLC | 4,250 | $128.0 萬 | 0.10% | +1,242+41.3% | 加碼 |
| Advisors Capital Management, LLC | 4,268 | $128.5 萬 | 0.02% | +574+15.5% | 加碼 |
| NorthStar Asset Management LLC | 4,273 | $128.7 萬 | 0.98% | +246+6.1% | 加碼 |
| AlphaCore Capital LLC | 4,276 | $129.0 萬 | 0.34% | +389+10.0% | 加碼 |
| Choate Investment Advisors | 4,282 | $129.0 萬 | 0.03% | −6,957−61.9% | 減碼 |
| PDS Planning, Inc | 4,295 | $129.4 萬 | 0.14% | +133+3.2% | 加碼 |
| CIC Wealth, LLC | 4,314 | $129.9 萬 | 0.38% | −47−1.1% | 減碼 |
| Embree Financial Group | 4,317 | $130.0 萬 | 0.26% | −421−8.9% | 減碼 |
| SageView Advisory Group, LLC | 3,063 | $130.3 萬 | 0.08% | −6,449−67.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,330 | $130.4 萬 | 0.27% | +563+14.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,330 | $130.4 萬 | 0.18% | +3,015+229.3% | 加碼 |
| Vista Wealth Management Group, LLC | 4,334 | $130.5 萬 | 0.10% | −133−3.0% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,340 | $130.7 萬 | 0.55% | −625−12.6% | 減碼 |
| Michael B. Yongue | 4,341 | $130.7 萬 | 1.15% | −294−6.3% | 減碼 |
| Arrowroot Family Office, LLC | 4,353 | $131.1 萬 | 0.84% | −146−3.2% | 減碼 |
| Valley Brook Capital Group | 4,354 | $131.1 萬 | 1.05% | +300+7.4% | 加碼 |
| Everhart Financial Group, Inc. | 4,374 | $131.7 萬 | 0.38% | +566+14.9% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,375 | $131.8 萬 | 0.34% | −1,350−23.6% | 減碼 |
| Smartleaf Asset Management LLC | 4,374 | $131.8 萬 | 0.25% | +1,319+43.2% | 加碼 |
| ISAM Funds (UK) Ltd | 4,378 | $131.9 萬 | 0.75% | −1,170−21.1% | 減碼 |
| Element Capital Management LLC | 4,416 | $133.0 萬 | 0.88% | +4,416 | 新進 |
| Sumitomo Mitsui Financial Group, Inc. | 4,431 | $133.5 萬 | 0.04% | +4,431 | 新進 |
| MWA Asset Management | 4,432 | $133.5 萬 | 0.97% | +67+1.5% | 加碼 |
| Catalyst Financial Partners LLC | 4,837 | $133.7 萬 | 0.34% | +326+7.2% | 加碼 |
| Dudley Capital Management, LLC | 4,428 | $133.8 萬 | 0.78% | +35+0.8% | 加碼 |
| Bank Ozk | 4,445 | $133.9 萬 | 0.60% | −114−2.5% | 減碼 |
| PEAK6 Investments LLC | 4,456 | $134.2 萬 | 0.07% | +4,454+222,700.0% | 加碼 |
| Nabity-Jensen Investment Management Inc | 4,476 | $134.8 萬 | 1.11% | 00.0% | 不變 |
| Stonebrook Private Inc. | 4,476 | $134.8 萬 | 0.39% | +367+8.9% | 加碼 |
| Guerra Pan Advisors, LLC | 4,478 | $134.9 萬 | 1.25% | −570−11.3% | 減碼 |
| Monetta Financial Services Inc | 4,500 | $135.5 萬 | 1.22% | 00.0% | 不變 |
| Lombard Odier Asset Management (USA) Corp | 4,500 | $135.5 萬 | 0.20% | +2,500+125.0% | 加碼 |
| Occidental Asset Management, LLC | 4,504 | $135.7 萬 | 0.25% | −353−7.3% | 減碼 |
| Coastwise Capital Group, LLC | 4,505 | $135.7 萬 | 1.26% | −400−8.2% | 減碼 |
| Laffer Tengler Investments | 4,506 | $135.7 萬 | 0.35% | −1,692−27.3% | 減碼 |
| Finivi Inc. | 4,521 | $136.2 萬 | 1.23% | +140+3.2% | 加碼 |
| Etesian Wealth Advisors, Inc. | 4,531 | $136.5 萬 | 0.78% | −327−6.7% | 減碼 |
| First United Bank Trust | 4,532 | $136.5 萬 | 0.51% | +10+0.2% | 加碼 |
| Belpointe Asset Management LLC | 4,538 | $136.7 萬 | 0.10% | −464−9.3% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,555 | $137.2 萬 | 0.88% | −95−2.0% | 減碼 |
| Ayrshire Capital Management LLC | 4,556 | $137.2 萬 | 0.74% | −192−4.0% | 減碼 |
| Koss-Olinger Consulting, LLC | 4,556 | $137.2 萬 | 0.74% | +3,020+196.6% | 加碼 |
| Convergence Investment Partners, LLC | 4,558 | $137.3 萬 | 0.53% | +1,266+38.5% | 加碼 |
| Qsemble Capital Management, LP | 4,570 | $137.6 萬 | 0.30% | −8,470−65.0% | 減碼 |
| Gardner Lewis Asset Management L P | 4,575 | $137.8 萬 | 0.41% | 00.0% | 不變 |
| Vista Private Wealth Partners. LLC | 4,675 | $138.0 萬 | 0.53% | −41−0.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,602 | $138.6 萬 | 0.11% | −111−2.4% | 減碼 |
| Aldebaran Financial Inc. | 4,614 | $139.0 萬 | 2.08% | −265−5.4% | 減碼 |
| GAMMA Investing LLC | 4,654 | $140.2 萬 | 0.29% | +493+11.8% | 加碼 |
| Glenview Trust Co | 4,659 | $140.3 萬 | 0.03% | +163+3.6% | 加碼 |
| Granger Management LLC | 4,658 | $140.5 萬 | 0.28% | +351+8.1% | 加碼 |
| Ascension Asset Management LLC | 4,715 | $142.0 萬 | 0.77% | +4,715 | 新進 |
| Westside Investment Management, Inc. | 4,712 | $142.0 萬 | 0.34% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 4,717 | $142.1 萬 | 0.33% | +23+0.5% | 加碼 |
| Cornerstone National Bank & Trust Co | 4,721 | $142.2 萬 | 0.72% | −580−10.9% | 減碼 |
| Deltec Asset Management LLC | 4,750 | $143.1 萬 | 0.28% | −2,550−34.9% | 減碼 |
| Hilltop Holdings Inc. | 4,751 | $143.1 萬 | 0.16% | +355+8.1% | 加碼 |
| Ellevest, Inc. | 4,754 | $143.2 萬 | 0.09% | +180+3.9% | 加碼 |
| Western Pacific Wealth Management, LP | 4,774 | $143.8 萬 | 1.04% | +178+3.9% | 加碼 |
| Mainstay Capital Management LLC | 4,790 | $144.3 萬 | 0.27% | −676−12.4% | 減碼 |
| Davenport & Co LLC | 4,794 | $144.4 萬 | 0.01% | +216+4.7% | 加碼 |
| Quotient Wealth Partners, LLC | 4,798 | $144.5 萬 | 0.05% | +174+3.8% | 加碼 |
| Orion Capital Management LLC | 4,815 | $145.0 萬 | 0.77% | +145+3.1% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,853 | $146.2 萬 | 0.03% | −419−7.9% | 減碼 |
| Navellier & Associates Inc | 4,855 | $146.2 萬 | 0.18% | 00.0% | 不變 |
| Geneva Partners, LLC | 4,858 | $146.3 萬 | 0.65% | +778+19.1% | 加碼 |
| Stamos Capital Partners, L.P. | 4,860 | $146.4 萬 | 0.33% | −1,000−17.1% | 減碼 |
| Inceptionr LLC | 4,871 | $146.7 萬 | 0.38% | +2,790+134.1% | 加碼 |
| Legacy Bridge, LLC | 4,923 | $148.3 萬 | 0.87% | −51−1.0% | 減碼 |
| Chemistry Wealth Management LLC | 4,926 | $148.4 萬 | 0.40% | +670+15.7% | 加碼 |
| TLWM | 4,934 | $148.6 萬 | 0.33% | −1,879−27.6% | 減碼 |
| Sargent Investment Group, LLC | 4,937 | $148.7 萬 | 0.33% | +41+0.8% | 加碼 |
| Country Club Bank | 4,942 | $148.8 萬 | 0.11% | −105−2.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 4,945 | $148.9 萬 | 0.42% | +21+0.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,946 | $149.0 萬 | 0.22% | +38+0.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 4,979 | $150.0 萬 | 0.51% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 4,983 | $150.1 萬 | 0.83% | −355−6.7% | 減碼 |
| Strategic Investment Advisors | 4,993 | $150.4 萬 | 0.19% | +39+0.8% | 加碼 |
| Americana Partners, LLC | 4,997 | $150.5 萬 | 0.13% | +313+6.7% | 加碼 |
| Argent Advisors, Inc. | 5,000 | $150.6 萬 | 0.60% | −70−1.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,005 | $150.7 萬 | 0.23% | +279+5.9% | 加碼 |
| Signal Advisors Wealth, LLC | 5,031 | $151.5 萬 | 0.38% | +783+18.4% | 加碼 |