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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 1,495 | $45.0 萬 | 0.02% | +38+2.6% | 加碼 |
| West Oak Capital, LLC | 1,495 | $45.0 萬 | 0.19% | +770+106.2% | 加碼 |
| CNB Bank | 1,495 | $45.0 萬 | 0.22% | −16−1.1% | 減碼 |
| BOCHK Asset Management Ltd | 1,500 | $45.2 萬 | 0.16% | −500−25.0% | 減碼 |
| Aristotle Atlantic Partners, LLC | 1,500 | $45.2 萬 | 0.01% | 00.0% | 不變 |
| Tactive Advisors, LLC | 1,503 | $45.3 萬 | 0.24% | −456−23.3% | 減碼 |
| Ategra Capital Management, LLC | 1,503 | $45.3 萬 | 0.21% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,506 | $45.4 萬 | 0.04% | +90+6.4% | 加碼 |
| Retirement Income Solutions, Inc | 1,510 | $45.5 萬 | 0.10% | 00.0% | 不變 |
| Ssi Investment Management LLC | 1,514 | $45.6 萬 | 0.03% | −15−1.0% | 減碼 |
| KG&L Capital Management,LLC | 1,516 | $45.7 萬 | 0.18% | −50−3.2% | 減碼 |
| SlateStone Wealth, LLC | 1,518 | $45.7 萬 | 0.05% | −116−7.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 1,518 | $45.7 萬 | 0.00% | −337−18.2% | 減碼 |
| Balboa Wealth Partners | 1,518 | $45.7 萬 | 0.15% | +137+9.9% | 加碼 |
| Busey Wealth Management | 1,521 | $45.8 萬 | 0.02% | −300−16.5% | 減碼 |
| Evanson Asset Management, LLC | 1,526 | $46.0 萬 | 0.04% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,526 | $46.0 萬 | 0.05% | +67+4.6% | 加碼 |
| Beaton Management Co. Inc. | 1,531 | $46.1 萬 | 0.25% | +269+21.3% | 加碼 |
| Fountainhead AM, LLC | 1,536 | $46.3 萬 | 0.11% | −56−3.5% | 減碼 |
| Jacobsen Capital Management | 1,539 | $46.4 萬 | 0.21% | +5+0.3% | 加碼 |
| Madison Park Capital Advisors, LLC | 1,544 | $46.5 萬 | 0.41% | 00.0% | 不變 |
| Aspire Capital Advisors LLC | 1,548 | $46.6 萬 | 0.16% | +116+8.1% | 加碼 |
| Dougherty Wealth Advisers LLC | 1,549 | $46.7 萬 | 0.41% | −211−12.0% | 減碼 |
| Semus Wealth Partners LLC | 1,553 | $46.8 萬 | 0.39% | +180+13.1% | 加碼 |
| Pathway Financial Advisors LLC | 1,555 | $46.8 萬 | 0.13% | +23+1.5% | 加碼 |
| Mather Group, LLC. | 1,780 | $46.8 萬 | 0.01% | −22−1.2% | 減碼 |
| Aveo Capital Partners, LLC | 1,717 | $47.0 萬 | 0.05% | +112+7.0% | 加碼 |
| Windsor Capital Management, LLC | 1,563 | $47.1 萬 | 0.15% | 00.0% | 不變 |
| Sonata Capital Group Inc | 1,567 | $47.2 萬 | 0.21% | 00.0% | 不變 |
| Stonebridge Financial Planning Group, LLC | 1,570 | $47.3 萬 | 0.25% | 00.0% | 不變 |
| University of Texas/Texas Am Investment Managment Co | 1,684 | $47.5 萬 | 0.06% | +842+100.0% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 1,584 | $47.7 萬 | 0.02% | 00.0% | 不變 |
| ClearAlpha Technologies LP | 1,584 | $47.7 萬 | 0.20% | +1,584 | 新進 |
| Advus Financial Partners, LLC | 1,586 | $47.8 萬 | 0.15% | +143+9.9% | 加碼 |
| JNBA Financial Advisors | 1,597 | $48.1 萬 | 0.05% | −235−12.8% | 減碼 |
| Aspen Investment Management Inc | 1,603 | $48.3 萬 | 0.25% | +1,603 | 新進 |
| Jeppson Wealth Management, LLC | 1,604 | $48.3 萬 | 0.19% | −10−0.6% | 減碼 |
| Smith Group Asset Management, LLC | 1,608 | $48.4 萬 | 0.03% | 00.0% | 不變 |
| Bright Futures Wealth Management, LLC. | 1,923 | $48.6 萬 | 0.26% | +1,923 | 新進 |
| Alliance Wealth Advisors, LLC | 1,615 | $48.6 萬 | 0.31% | +4+0.2% | 加碼 |
| First Trust Investment Solutions L.P. | 1,618 | $48.7 萬 | 0.09% | +249+18.2% | 加碼 |
| Journey Advisory Group, LLC | 1,618 | $48.7 萬 | 0.06% | +1,618 | 新進 |
| Gemmer Asset Management LLC | 1,619 | $48.8 萬 | 0.06% | −42−2.5% | 減碼 |
| Fort Sheridan Advisors LLC | 1,619 | $48.8 萬 | 0.09% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 1,627 | $49.0 萬 | 0.17% | +392+31.7% | 加碼 |
| Clarity Wealth Advisors, LLC | 1,629 | $49.1 萬 | 0.17% | +88+5.7% | 加碼 |
| Wayfinding Financial, LLC | 1,764 | $49.2 萬 | 0.29% | +27+1.6% | 加碼 |
| CMT Capital Markets Trading GmbH | 1,637 | $49.3 萬 | 0.22% | −13,863−89.4% | 減碼 |
| Ransom Advisory, Ltd | 1,643 | $49.5 萬 | 0.26% | +1,643 | 新進 |
| Private Portfolio Partners LLC | 1,650 | $49.7 萬 | 0.10% | −35−2.1% | 減碼 |
| BKD Wealth Advisors, LLC | 1,650 | $49.7 萬 | 0.01% | +257+18.4% | 加碼 |
| Hyperion Partners, LLC | 1,651 | $49.7 萬 | 0.36% | −10−0.6% | 減碼 |
| Integrated Investment Consultants, LLC | 1,653 | $49.8 萬 | 0.14% | −139−7.8% | 減碼 |
| Arden Trust Co | 1,654 | $49.8 萬 | 0.07% | −232−12.3% | 減碼 |
| State of Wyoming | 1,655 | $49.8 萬 | 0.08% | −622−27.3% | 減碼 |
| New Jersey Better Educational Savings Trust | 1,656 | $49.9 萬 | 0.94% | 00.0% | 不變 |
| Beacon Financial Group | 1,658 | $49.9 萬 | 0.06% | +247+17.5% | 加碼 |
| Future Fund LLC | 1,662 | $50.1 萬 | 4.06% | +384+30.0% | 加碼 |
| Jupiter Wealth Management LLC | 1,795 | $50.1 萬 | 0.27% | +1,795 | 新進 |
| West Michigan Advisors, LLC | 1,664 | $50.1 萬 | 0.16% | +279+20.1% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 1,908 | $50.2 萬 | 0.28% | 00.0% | 不變 |
| Berry Wealth Group, LP | 1,669 | $50.3 萬 | 0.42% | −487−22.6% | 減碼 |
| Raleigh Capital Management Inc. | 1,673 | $50.4 萬 | 0.22% | +391+30.5% | 加碼 |
| PFG Advisors | 1,674 | $50.4 萬 | 0.04% | +141+9.2% | 加碼 |
| Private Advisory Group LLC | 1,675 | $50.4 萬 | 0.07% | +722+75.8% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,680 | $50.6 萬 | 0.18% | +80+5.0% | 加碼 |
| Capital Performance Advisors LLP | 1,684 | $50.7 萬 | 0.19% | +32+1.9% | 加碼 |
| Berger Financial Group, Inc | 1,702 | $51.3 萬 | 0.04% | −56−3.2% | 減碼 |
| Jackson Square Capital, LLC | 1,712 | $51.6 萬 | 0.13% | +682+66.2% | 加碼 |
| White Pine Capital LLC | 1,921 | $51.7 萬 | 0.20% | +240+14.3% | 加碼 |
| Wedge Capital Management L L P | 1,729 | $52.1 萬 | 0.01% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,736 | $52.4 萬 | 0.19% | +794+84.3% | 加碼 |
| Cedar Wealth Management, LLC | 1,740 | $52.4 萬 | 0.17% | +18+1.0% | 加碼 |
| Sunpointe, LLC | 1,739 | $52.4 萬 | 0.58% | −2−0.1% | 減碼 |
| McDaniel Terry & Co | 1,742 | $52.5 萬 | 0.05% | +812+87.3% | 加碼 |
| Keystone Financial Group | 1,744 | $52.5 萬 | 0.08% | +87+5.3% | 加碼 |
| Hemenway Trust Co LLC | 1,745 | $52.6 萬 | 0.05% | +210+13.7% | 加碼 |
| Pacific Sage Partners, LLC | 1,748 | $52.6 萬 | 0.14% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,750 | $52.7 萬 | 0.00% | −397,323−99.6% | 減碼 |
| Harbert Fund Advisors, Inc. | 1,750 | $52.7 萬 | 0.36% | +1,750 | 新進 |
| Campbell & CO Investment Adviser LLC | 1,753 | $52.8 萬 | 0.05% | −7,772−81.6% | 減碼 |
| Washington Trust Advisors, Inc. | 1,759 | $53.0 萬 | 0.05% | −179−9.2% | 減碼 |
| Peninsula Wealth, LLC | 1,759 | $53.0 萬 | 0.11% | +8+0.5% | 加碼 |
| BCJ Capital Management, LLC | 1,760 | $53.0 萬 | 0.04% | +906+106.1% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,761 | $53.0 萬 | 0.37% | +34+2.0% | 加碼 |
| Emerald Advisers, LLC | 1,766 | $53.2 萬 | 0.02% | +1,566+783.0% | 加碼 |
| One Wealth Advisors, LLC | 1,765 | $53.2 萬 | 0.09% | +1,765 | 新進 |
| Pinnacle Bancorp, Inc. | 1,767 | $53.2 萬 | 0.16% | −50−2.8% | 減碼 |
| Tobam | 1,769 | $53.3 萬 | 0.05% | +120+7.3% | 加碼 |
| Advisor OS, LLC | 1,772 | $53.4 萬 | 0.06% | +423+31.4% | 加碼 |
| Contravisory Investment Management, Inc. | 1,773 | $53.4 萬 | 0.12% | −83−4.5% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,773 | $53.4 萬 | 0.19% | +9+0.5% | 加碼 |
| Saiph Capital, LLC | 1,776 | $53.5 萬 | 0.25% | −226−11.3% | 減碼 |
| Cottage Street Advisors LLC | 1,776 | $53.5 萬 | 0.32% | +649+57.6% | 加碼 |
| Park National Corp | 1,780 | $53.6 萬 | 0.02% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 1,780 | $53.6 萬 | 0.38% | +283+18.9% | 加碼 |
| Verus Capital Partners, LLC | 1,790 | $53.9 萬 | 0.06% | +72+4.2% | 加碼 |
| Prossimo Advisors, LLC | 1,792 | $54.0 萬 | 1.04% | +207+13.1% | 加碼 |
| Chaney Capital Management, Inc. | 1,793 | $54.0 萬 | 0.43% | 00.0% | 不變 |
| Apexium Financial, LP | 1,793 | $54.1 萬 | 0.04% | +76+4.4% | 加碼 |