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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 17,890 | $538.8 萬 | 0.45% | −1,548−8.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 17,824 | $536.8 萬 | 0.97% | −1,347−7.0% | 減碼 |
| National Asset Management, Inc. | 26,343 | $534.2 萬 | 0.14% | +411+1.6% | 加碼 |
| Mirabaud Asset Management Ltd | 17,596 | $530.0 萬 | 2.14% | −5,526−23.9% | 減碼 |
| HBW Advisory Services LLC | 20,111 | $529.2 萬 | 0.99% | 00.0% | 不變 |
| Cullinan Associates Inc | 17,447 | $525.5 萬 | 0.29% | −13,260−43.2% | 減碼 |
| Bragg Financial Advisors, Inc | 17,420 | $524.7 萬 | 0.24% | +12,441+249.9% | 加碼 |
| South State Corp. | 17,386 | $523.6 萬 | 0.41% | −432−2.4% | 減碼 |
| YHB Investment Advisors, Inc. | 17,290 | $520.7 萬 | 0.46% | +1,113+6.9% | 加碼 |
| Cabot Wealth Management Inc | 17,246 | $519.4 萬 | 0.68% | −218−1.2% | 減碼 |
| Lockheed Martin Investment Management Co | 21,310 | $518.4 萬 | 0.38% | −11,410−34.9% | 減碼 |
| Coldstream Capital Management Inc | 17,203 | $518.1 萬 | 0.13% | +2,637+18.1% | 加碼 |
| Brady Family Wealth, LLC | 17,135 | $516.1 萬 | 1.67% | +12,371+259.7% | 加碼 |
| HighPoint Advisor Group LLC | 18,565 | $515.2 萬 | 0.36% | +110+0.6% | 加碼 |
| Canandaigua National Bank & Trust Co | 17,057 | $513.7 萬 | 0.76% | −955−5.3% | 減碼 |
| Savant Capital, LLC | 17,032 | $513.0 萬 | 0.06% | +456+2.8% | 加碼 |
| First Interstate Bank | 17,015 | $512.5 萬 | 0.35% | −1,062−5.9% | 減碼 |
| Ascent Group, LLC | 16,975 | $511.3 萬 | 0.45% | +7,547+80.0% | 加碼 |
| Clark Capital Management Group, Inc. | 16,875 | $508.2 萬 | 0.04% | +2,544+17.8% | 加碼 |
| Prentiss Smith & Co Inc | 16,766 | $505.0 萬 | 3.55% | −409−2.4% | 減碼 |
| Asio Capital, LLC | 16,731 | $504.6 萬 | 1.07% | +691+4.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 16,678 | $502.3 萬 | 0.66% | −1,755−9.5% | 減碼 |
| Schechter Investment Advisors, LLC | 16,659 | $501.7 萬 | 0.38% | +2,606+18.5% | 加碼 |
| Condor Capital Management | 16,608 | $500.2 萬 | 0.49% | −354−2.1% | 減碼 |
| Gateway Advisory, LLC | 16,595 | $499.8 萬 | 0.88% | +1,123+7.3% | 加碼 |
| Meridian Management Co | 16,591 | $499.7 萬 | 1.36% | −6,430−27.9% | 減碼 |
| David J Yvars Group | 16,562 | $498.8 萬 | 3.36% | +252+1.5% | 加碼 |
| FRG Family Wealth Advisors LLC | 18,497 | $497.5 萬 | 0.98% | −135−0.7% | 減碼 |
| Renaissance Investment Group LLC | 16,483 | $496.4 萬 | 1.14% | +16,483 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 16,419 | $494.5 萬 | 0.21% | +3,103+23.3% | 加碼 |
| Timber Creek Capital Management LLC | 16,400 | $494.0 萬 | 1.54% | −1,665−9.2% | 減碼 |
| Hills Bank & Trust Co | 16,395 | $493.8 萬 | 0.42% | −336−2.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 16,343 | $492.2 萬 | 1.47% | +517+3.3% | 加碼 |
| Ballentine Partners, LLC | 16,340 | $492.1 萬 | 0.09% | +1,475+9.9% | 加碼 |
| Equitable Holdings, Inc. | 16,264 | $489.8 萬 | 0.06% | +1,959+13.7% | 加碼 |
| Louisbourg Investments Inc. | 19,802 | $488.8 萬 | 1.36% | −1,907−8.8% | 減碼 |
| Advisors Asset Management, Inc. | 16,227 | $488.7 萬 | 0.09% | +3,327+25.8% | 加碼 |
| Whalerock Point Partners, LLC | 16,189 | $487.6 萬 | 1.33% | +375+2.4% | 加碼 |
| Pegasus Asset Management, Inc. | 16,158 | $486.6 萬 | 1.88% | +74+0.5% | 加碼 |
| Azzad Asset Management Inc | 16,014 | $482.3 萬 | 0.56% | +219+1.4% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $481.9 萬 | 1.14% | 00.0% | 不變 |
| Pitcairn Co | 15,985 | $481.4 萬 | 0.31% | −276−1.7% | 減碼 |
| Wedmont Private Capital | 15,904 | $480.9 萬 | 0.35% | +2,633+19.8% | 加碼 |
| First Hawaiian Bank | 15,966 | $480.9 萬 | 0.15% | +1,971+14.1% | 加碼 |
| Linscomb & Williams, Inc. | 15,904 | $479.0 萬 | 0.25% | +23+0.1% | 加碼 |
| NewSquare Capital LLC | 15,820 | $476.5 萬 | 0.42% | +690+4.6% | 加碼 |
| Benson Investment Management Company, Inc. | 15,797 | $475.8 萬 | 2.02% | −2,744−14.8% | 減碼 |
| Private Wealth Partners, LLC | 15,774 | $475.1 萬 | 0.38% | +216+1.4% | 加碼 |
| Systematic Alpha Investments, LLC | 15,624 | $470.6 萬 | 0.19% | 00.0% | 不變 |
| Sepio Capital, LP | 15,621 | $470.5 萬 | 0.40% | +1,012+6.9% | 加碼 |
| Red Door Wealth Management, LLC | 15,604 | $470.0 萬 | 0.91% | +1,044+7.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 15,583 | $469.3 萬 | 0.20% | +7,530+93.5% | 加碼 |
| KCM Investment Advisors LLC | 15,471 | $466.0 萬 | 0.17% | −1,337−8.0% | 減碼 |
| Vickerman Investment Advisors, Inc. | 15,380 | $463.2 萬 | 1.49% | −505−3.2% | 減碼 |
| E Fund Management Co., Ltd. | 15,287 | $460.4 萬 | 0.29% | +6,951+83.4% | 加碼 |
| Simplex Trading, LLC | 15,255 | $459.4 萬 | 0.13% | −138,432−90.1% | 減碼 |
| Arlington Financial Advisors, LLC | 15,099 | $454.8 萬 | 1.00% | −1,147−7.1% | 減碼 |
| Mirova | 15,084 | $454.3 萬 | 0.80% | +1,616+12.0% | 加碼 |
| UBS Oconnor LLC | 15,000 | $451.8 萬 | 0.13% | +3,500+30.4% | 加碼 |
| Sofos Investments, Inc. | 15,969 | $450.5 萬 | 0.60% | +7,965+99.5% | 加碼 |
| Central Pacific Bank - Trust Division | 14,899 | $450.3 萬 | 0.56% | +14,899 | 新進 |
| Cavalier Investments, LLC | 14,947 | $450.2 萬 | 1.64% | +813+5.8% | 加碼 |
| Stansberry Asset Management, LLC | 14,917 | $449.3 萬 | 0.61% | +1,072+7.7% | 加碼 |
| Invst, LLC | 14,863 | $449.2 萬 | 0.53% | −1,138−7.1% | 減碼 |
| Investment Research & Advisory Group, Inc. | 14,843 | $447.0 萬 | 2.07% | +197+1.3% | 加碼 |
| Hudson Capital Management LLC | 14,793 | $445.5 萬 | 1.54% | −10.0% | 減碼 |
| Xcel Wealth Management, LLC | 14,744 | $444.1 萬 | 1.39% | −4,438−23.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 14,743 | $444.0 萬 | 0.35% | −19,370−56.8% | 減碼 |
| Granite Investment Partners, LLC | 14,682 | $442.2 萬 | 0.17% | −98−0.7% | 減碼 |
| BNC Wealth Management, LLC | 14,673 | $441.9 萬 | 1.89% | +512+3.6% | 加碼 |
| Aperture Investors, LLC | 14,615 | $440.2 萬 | 0.56% | −3,172−17.8% | 減碼 |
| Quadrant Private Wealth Management, LLC | 14,571 | $439.4 萬 | 1.11% | +74+0.5% | 加碼 |
| Northeast Financial Consultants Inc | 14,573 | $438.9 萬 | 0.22% | +152+1.1% | 加碼 |
| Merit Financial Group, LLC | 15,821 | $433.0 萬 | 0.10% | +8,187+107.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 14,336 | $431.8 萬 | 0.07% | −2,071−12.6% | 減碼 |
| Trust Co of Toledo NA | 14,309 | $431.0 萬 | 0.67% | +591+4.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 14,187 | $427.3 萬 | 0.49% | −2,274−13.8% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $426.9 萬 | 1.11% | +14,150 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 14,138 | $425.8 萬 | 2.55% | −3,000−17.5% | 減碼 |
| Capital Analysts, LLC | 14,132 | $425.6 萬 | 0.20% | +131+0.9% | 加碼 |
| NBT Bank N A | 14,098 | $424.6 萬 | 0.31% | −30−0.2% | 減碼 |
| Charter Trust Co | 14,079 | $424.0 萬 | 0.28% | +790+5.9% | 加碼 |
| WD Rutherford LLC | 14,055 | $423.3 萬 | 2.19% | −643−4.4% | 減碼 |
| Hixon Zuercher, LLC | 14,034 | $422.7 萬 | 1.79% | +56+0.4% | 加碼 |
| Cozad Asset Management Inc | 13,963 | $420.5 萬 | 0.44% | −85−0.6% | 減碼 |
| Smithbridge Asset Management Inc | 13,962 | $420.5 萬 | 0.87% | −97−0.7% | 減碼 |
| Transatlantique Private Wealth LLC | 14,032 | $420.5 萬 | 1.83% | −344−2.4% | 減碼 |
| Axxcess Wealth Management, LLC | 13,954 | $420.3 萬 | 0.12% | +2,461+21.4% | 加碼 |
| Penserra Capital Management LLC | 13,899 | $418.5 萬 | 0.05% | −10,675−43.4% | 減碼 |
| Jump Financial, LLC | 13,776 | $414.9 萬 | 0.11% | −10,069−42.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 13,553 | $408.2 萬 | 0.38% | −3,480−20.4% | 減碼 |
| a16z Perennial Management, L.P. | 13,528 | $407.4 萬 | 0.38% | −28,800−68.0% | 減碼 |
| Transcend Wealth Collective, LLC | 13,495 | $406.4 萬 | 0.33% | +255+1.9% | 加碼 |
| CenterBook Partners LP | 13,482 | $406.1 萬 | 0.28% | +3,777+38.9% | 加碼 |
| Norden Group LLC | 13,471 | $405.7 萬 | 0.82% | +1,941+16.8% | 加碼 |
| Hudson Bay Capital Management LP | 13,444 | $404.9 萬 | 0.04% | −472,556−97.2% | 減碼 |
| Midwest Professional Planners, LTD. | 13,413 | $404.0 萬 | 1.42% | +2,013+17.7% | 加碼 |
| PFG Investments, LLC | 13,339 | $401.7 萬 | 0.24% | +8,744+190.3% | 加碼 |
| GeoWealth Management, LLC | 13,237 | $398.7 萬 | 0.15% | +4,913+59.0% | 加碼 |
| Redwood Investments, LLC | 15,204 | $394.5 萬 | 1.15% | −5,133−25.2% | 減碼 |