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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 8,897 | $268.0 萬 | 0.08% | +7,732+663.7% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 8,898 | $268.0 萬 | 0.83% | +54+0.6% | 加碼 |
| Stoneridge Investment Partners LLC | 8,965 | $270.0 萬 | 1.03% | −2,221−19.9% | 減碼 |
| Legacy Private Trust Co. | 8,968 | $270.1 萬 | 0.20% | +68+0.8% | 加碼 |
| Flynn Zito Capital Management, LLC | 8,972 | $270.2 萬 | 1.40% | +8,972 | 新進 |
| Principle Wealth Partners LLC | 8,983 | $270.6 萬 | 0.21% | −200−2.2% | 減碼 |
| Triangle Securities Wealth Management | 8,985 | $270.6 萬 | 0.77% | −99−1.1% | 減碼 |
| Institute for Wealth Management, LLC. | 9,006 | $271.2 萬 | 0.35% | +18+0.2% | 加碼 |
| WealthShield Partners, LLC | 8,995 | $271.3 萬 | 0.44% | −149−1.6% | 減碼 |
| Charter Oak Capital Management, LLC | 9,036 | $272.2 萬 | 0.29% | +3,062+51.3% | 加碼 |
| Atlantic Union Bankshares Corp | 9,068 | $273.1 萬 | 0.23% | −218−2.3% | 減碼 |
| Beaumont Asset Management, L.L.C. | 9,083 | $273.6 萬 | 1.82% | +182+2.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 9,104 | $274.2 萬 | 0.18% | −429−4.5% | 減碼 |
| Fulton Bank, N.A. | 9,106 | $274.3 萬 | 0.11% | +40.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 9,106 | $274.3 萬 | 0.71% | +1,501+19.7% | 加碼 |
| Cable Hill Partners, LLC | 10,501 | $274.4 萬 | 0.34% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 9,126 | $274.9 萬 | 0.93% | −598−6.1% | 減碼 |
| Conscious Wealth Investments, LLC | 9,911 | $274.9 萬 | 2.09% | +15+0.2% | 加碼 |
| Aft, Forsyth & Sober, LLC | 9,150 | $275.6 萬 | 0.97% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 9,196 | $277.0 萬 | 1.58% | −535−5.5% | 減碼 |
| Fidelis Capital Partners, LLC | 9,223 | $277.8 萬 | 0.42% | +2,048+28.5% | 加碼 |
| Balentine LLC | 9,251 | $278.6 萬 | 0.08% | +2,202+31.2% | 加碼 |
| IHT Wealth Management, LLC | 9,256 | $278.8 萬 | 0.11% | +257+2.9% | 加碼 |
| Keystone Investors Pte Ltd | 9,276 | $279.4 萬 | 0.24% | +9,276 | 新進 |
| BigSur Wealth Management LLC | 9,280 | $279.8 萬 | 0.88% | +5,250+130.3% | 加碼 |
| Laurion Capital Management LP | 9,310 | $280.4 萬 | 0.08% | +9,310 | 新進 |
| Harvest Fund Management Co., Ltd | 9,355 | $281.4 萬 | 0.25% | +3,496+59.7% | 加碼 |
| Edgestream Partners, L.P. | 9,367 | $282.1 萬 | 0.14% | +8,603+1,126.0% | 加碼 |
| Waverton Investment Management Ltd | 9,380 | $282.2 萬 | 0.06% | −2,210−19.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 9,386 | $282.7 萬 | 0.30% | +1,519+19.3% | 加碼 |
| Roberts Wealth Advisors, LLC | 10,450 | $285.2 萬 | 1.07% | −26−0.2% | 減碼 |
| Moody National Bank Trust Division | 9,487 | $285.7 萬 | 0.23% | +22+0.2% | 加碼 |
| Northstar Advisory Group, LLC | 10,444 | $287.4 萬 | 1.74% | +6,168+144.2% | 加碼 |
| Strategic Planning Group, LLC | 9,583 | $288.6 萬 | 0.72% | +1,317+15.9% | 加碼 |
| Prana Capital Management, LP | 9,591 | $288.9 萬 | 0.13% | +9,591 | 新進 |
| PKO Investment Management Joint-Stock Co | 9,590 | $290.2 萬 | 0.35% | +3,590+59.8% | 加碼 |
| Warren Averett Asset Management, LLC | 9,663 | $291.0 萬 | 0.07% | +5,534+134.0% | 加碼 |
| Perpetual Ltd | 9,724 | $292.9 萬 | 0.03% | −1,071−9.9% | 減碼 |
| Pinnacle Wealth Management, LLC | 9,727 | $293.0 萬 | 3.05% | +2,588+36.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 9,783 | $295.0 萬 | 0.01% | +1,593+19.5% | 加碼 |
| Herbst Group, LLC | 9,810 | $295.5 萬 | 1.83% | −1,000−9.3% | 減碼 |
| Kelly Lawrence W & Associates Inc | 9,880 | $297.6 萬 | 0.68% | −595−5.7% | 減碼 |
| Delta Investment Management, LLC | 9,918 | $298.7 萬 | 0.68% | −101−1.0% | 減碼 |
| Cigna Investments Inc | 9,982 | $300.6 萬 | 0.57% | −169−1.7% | 減碼 |
| Advent Capital Management | 10,000 | $301.2 萬 | 0.08% | 00.0% | 不變 |
| Wealth High Governance Capital Ltda | 10,000 | $301.2 萬 | 0.67% | +10,000 | 新進 |
| Boltwood Capital Management | 10,042 | $302.4 萬 | 0.94% | −307−3.0% | 減碼 |
| Community Financial Services Group, LLC | 10,055 | $302.8 萬 | 0.69% | +10,055 | 新進 |
| Lake Street Financial LLC | 10,060 | $303.0 萬 | 0.42% | −630−5.9% | 減碼 |
| Wintrust Investments LLC | 10,073 | $303.4 萬 | 0.27% | +809+8.7% | 加碼 |
| Strategic Advocates LLC | 10,080 | $303.6 萬 | 1.17% | +3,446+51.9% | 加碼 |
| Western Wealth Management, LLC | 10,087 | $303.8 萬 | 0.24% | +2,088+26.1% | 加碼 |
| Centaurus Financial, Inc. | 10,099 | $304.2 萬 | 0.21% | +817+8.8% | 加碼 |
| Sculati Wealth Management, LLC | 10,154 | $305.8 萬 | 1.32% | +50.0% | 加碼 |
| Diversified Trust Co | 10,175 | $306.5 萬 | 0.09% | −896−8.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 10,188 | $306.8 萬 | 1.37% | 00.0% | 不變 |
| Trivant Custom Portfolio Group, LLC | 10,247 | $308.6 萬 | 1.96% | −256−2.4% | 減碼 |
| Clarius Group, LLC | 10,261 | $309.0 萬 | 0.21% | −1,381−11.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 10,277 | $309.8 萬 | 0.16% | +410+4.2% | 加碼 |
| Chase Investment Counsel Corp | 10,339 | $311.3 萬 | 1.16% | −38−0.4% | 減碼 |
| Coastline Trust Co | 10,419 | $313.8 萬 | 0.38% | +4,837+86.7% | 加碼 |
| Passumpsic Savings Bank | 10,424 | $313.9 萬 | 2.01% | +10,424 | 新進 |
| Capital Wealth Planning, LLC | 10,431 | $314.2 萬 | 0.03% | −2,134−17.0% | 減碼 |
| Processus Wealth & Capital Management, LLC | 10,470 | $315.3 萬 | 2.80% | +470+4.7% | 加碼 |
| Point72 Hong Kong Ltd | 10,485 | $315.8 萬 | 0.16% | +10,485 | 新進 |
| Aspiriant, LLC | 10,494 | $316.1 萬 | 0.13% | −19−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,525 | $317.0 萬 | 0.11% | −287−2.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 10,535 | $317.3 萬 | 0.74% | −1,360−11.4% | 減碼 |
| Private Trust Co NA | 10,591 | $319.0 萬 | 0.34% | +1,071+11.3% | 加碼 |
| Cohen Investment Advisors LLC | 10,593 | $319.0 萬 | 2.07% | +368+3.6% | 加碼 |
| WSFS Capital Management, LLC | 10,631 | $320.2 萬 | 0.18% | −390−3.5% | 減碼 |
| OV Management LLC | 10,644 | $320.6 萬 | 2.32% | 00.0% | 不變 |
| Mutual Advisors, LLC | 10,661 | $321.1 萬 | 0.10% | +387+3.8% | 加碼 |
| Executive Wealth Management, LLC | 10,715 | $323.9 萬 | 0.28% | −1,600−13.0% | 減碼 |
| Farther Finance Advisors, LLC | 10,772 | $325.6 萬 | 0.20% | +1,217+12.7% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,861 | $327.1 萬 | 3.64% | +1,366+14.4% | 加碼 |
| Cetera Trust Company, N.A | 10,916 | $328.8 萬 | 1.98% | −475−4.2% | 減碼 |
| TD Private Client Wealth LLC | 10,945 | $329.6 萬 | 0.11% | +2,955+37.0% | 加碼 |
| Citizens Business Bank | 10,966 | $330.3 萬 | 0.69% | −106−1.0% | 減碼 |
| Hancock Whitney Corp | 10,990 | $331.0 萬 | 0.11% | +136+1.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 11,075 | $333.2 萬 | 0.58% | −15−0.1% | 減碼 |
| Cumberland Partners Ltd | 11,100 | $334.3 萬 | 0.24% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 11,115 | $334.8 萬 | 0.57% | +3,757+51.1% | 加碼 |
| Paradigm Financial Partners, LLC | 11,134 | $335.3 萬 | 0.72% | +1,442+14.9% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 11,169 | $336.4 萬 | 1.58% | −387−3.3% | 減碼 |
| Graypoint LLC | 11,198 | $337.3 萬 | 0.24% | +694+6.6% | 加碼 |
| Lake Street Advisors Group, LLC | 11,189 | $337.4 萬 | 0.16% | +20+0.2% | 加碼 |
| Duff & Phelps Investment Management Co | 11,216 | $337.8 萬 | 0.04% | +343+3.2% | 加碼 |
| Trust Asset Management LLC | 11,221 | $338.0 萬 | 0.30% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 11,243 | $338.6 萬 | 1.66% | +1,237+12.4% | 加碼 |
| Kovack Advisors, Inc. | 11,252 | $338.9 萬 | 0.41% | −563−4.8% | 減碼 |
| Jackson Hole Capital Partners, LLC | 11,253 | $338.9 萬 | 0.78% | +1,029+10.1% | 加碼 |
| Winton Group Ltd | 11,263 | $339.2 萬 | 0.24% | −4,898−30.3% | 減碼 |
| Alps Advisors Inc | 11,284 | $339.9 萬 | 0.02% | +701+6.6% | 加碼 |
| Enterprise Bank & Trust Co | 11,295 | $340.2 萬 | 1.17% | −838−6.9% | 減碼 |
| NVWM, LLC | 11,474 | $340.6 萬 | 0.94% | −388−3.3% | 減碼 |
| Ocean Capital Management, LLC | 11,326 | $341.1 萬 | 1.27% | −1,129−9.1% | 減碼 |
| OMC Financial Services LTD | 11,338 | $341.5 萬 | 1.74% | +11,338 | 新進 |
| Van Hulzen Asset Management, LLC | 11,347 | $341.7 萬 | 0.23% | −34−0.3% | 減碼 |
| Wealth Alliance | 11,357 | $342.0 萬 | 0.45% | −206−1.8% | 減碼 |