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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 6,851 | $206.3 萬 | 0.41% | 00.0% | 不變 |
| Skopos Labs, Inc. | 6,821 | $206.2 萬 | 0.89% | −251−3.5% | 減碼 |
| Stablepoint Partners, LLC | 6,840 | $206.0 萬 | 0.42% | +793+13.1% | 加碼 |
| Maxwell Wealth Strategies Inc. | 9,448 | $206.0 萬 | 1.04% | +8,036+569.1% | 加碼 |
| Bard Financial Services, Inc. | 6,835 | $205.9 萬 | 0.22% | −250−3.5% | 減碼 |
| Avestar Capital, LLC | 6,821 | $205.7 萬 | 0.24% | +1,666+32.3% | 加碼 |
| Waldron Private Wealth LLC | 6,819 | $205.6 萬 | 0.09% | −680−9.1% | 減碼 |
| Power Wealth Management LLC | 6,813 | $205.2 萬 | 1.29% | +234+3.6% | 加碼 |
| Little House Capital LLC | 6,785 | $204.4 萬 | 0.68% | +2,088+44.5% | 加碼 |
| FineMark National Bank & Trust | 6,774 | $204.0 萬 | 0.08% | −2,334−25.6% | 減碼 |
| Grandview Asset Management LLC | 6,767 | $203.8 萬 | 0.93% | −271−3.9% | 減碼 |
| Redwood Investment Management, LLC | 6,768 | $203.8 萬 | 0.20% | +6,768 | 新進 |
| Wealthcare Advisory Partners LLC | 6,763 | $203.7 萬 | 0.07% | +228+3.5% | 加碼 |
| Concord Wealth Partners | 6,752 | $203.4 萬 | 0.37% | +941+16.2% | 加碼 |
| Compton Wealth Advisory Group, LLC | 6,750 | $203.3 萬 | 0.56% | 00.0% | 不變 |
| One Wealth Management Investment & Advisory Services, LLC | 6,746 | $203.2 萬 | 0.83% | +206+3.1% | 加碼 |
| Kaizen Financial Strategies | 6,722 | $202.5 萬 | 1.38% | −4−0.1% | 減碼 |
| First County Bank | 6,689 | $201.5 萬 | 0.98% | −355−5.0% | 減碼 |
| Consolidated Portfolio Review Corp | 6,686 | $201.4 萬 | 0.53% | −2,272−25.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 6,658 | $200.5 萬 | 0.32% | +350+5.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 6,656 | $200.5 萬 | 0.02% | +1,070+19.2% | 加碼 |
| Aptus Capital Advisors, LLC | 6,655 | $200.4 萬 | 0.04% | +1,385+26.3% | 加碼 |
| 1776 Wealth LLC | 6,648 | $200.2 萬 | 0.98% | −33−0.5% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 6,632 | $199.7 萬 | 1.09% | −20,082−75.2% | 減碼 |
| Redmond Asset Management, LLC | 6,612 | $199.1 萬 | 0.63% | −130−1.9% | 減碼 |
| Privium Fund Management (UK) Ltd | 6,505 | $197.8 萬 | 0.98% | −8,506−56.7% | 減碼 |
| Lewis Asset Management, LLC | 6,549 | $197.3 萬 | 1.62% | −722−9.9% | 減碼 |
| Cooper Financial Group | 6,543 | $197.1 萬 | 0.32% | +503+8.3% | 加碼 |
| Gilbert & Cook, Inc. | 6,530 | $196.7 萬 | 0.27% | +871+15.4% | 加碼 |
| Heritage Trust Co | 6,528 | $196.6 萬 | 0.26% | −176−2.6% | 減碼 |
| Chicago Partners Investment Group LLC | 7,106 | $196.6 萬 | 0.08% | −54−0.8% | 減碼 |
| Atlas Brown,Inc. | 6,488 | $195.4 萬 | 0.71% | +99+1.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 6,485 | $195.3 萬 | 0.17% | +1,223+23.2% | 加碼 |
| Keeler Thomas Management LLC | 6,315 | $195.1 萬 | 0.67% | −385−5.7% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 6,487 | $194.6 萬 | 1.07% | +195+3.1% | 加碼 |
| Nations Financial Group Inc, | 6,449 | $194.2 萬 | 0.16% | +1,661+34.7% | 加碼 |
| Peterson Wealth Management | 6,445 | $194.1 萬 | 1.40% | +1,713+36.2% | 加碼 |
| Montag A & Associates Inc | 6,435 | $194.1 萬 | 0.10% | −400−5.9% | 減碼 |
| RFG Advisory, LLC | 6,438 | $193.9 萬 | 0.07% | +1,220+23.4% | 加碼 |
| Sciencast Management LP | 6,438 | $193.9 萬 | 1.18% | +514+8.7% | 加碼 |
| Camden Capital, LLC | 6,436 | $193.9 萬 | 0.17% | −1,317−17.0% | 減碼 |
| KPP Advisory Services LLC | 6,434 | $193.8 萬 | 0.53% | +460+7.7% | 加碼 |
| Capital Investment Advisors, LLC | 6,434 | $193.8 萬 | 0.05% | −135−2.1% | 減碼 |
| Plancorp, LLC | 6,431 | $193.7 萬 | 0.08% | +263+4.3% | 加碼 |
| Jacobi Capital Management LLC | 6,418 | $193.3 萬 | 0.18% | −338−5.0% | 減碼 |
| New Millennium Group LLC | 6,417 | $193.3 萬 | 1.46% | +3,648+131.7% | 加碼 |
| Eisler Capital (UK) Ltd. | 6,412 | $193.1 萬 | 0.24% | −14,799−69.8% | 減碼 |
| Oak Harvest Investment Services | 6,412 | $193.1 萬 | 0.32% | +1,278+24.9% | 加碼 |
| Donaldson Capital Management, LLC | 6,398 | $192.7 萬 | 0.08% | −147−2.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 6,385 | $192.5 萬 | 0.15% | −66−1.0% | 減碼 |
| First Pacific Financial | 6,380 | $192.2 萬 | 0.54% | −1,082−14.5% | 減碼 |
| GraniteShares Advisors LLC | 6,350 | $191.2 萬 | 1.01% | −174−2.7% | 減碼 |
| Saturna Capital CORP | 6,350 | $191.2 萬 | 0.03% | +244+4.0% | 加碼 |
| Keudell/Morrison Wealth Management | 6,335 | $190.8 萬 | 0.58% | −12−0.2% | 減碼 |
| CWA Asset Management Group, LLC | 6,332 | $190.7 萬 | 0.12% | −70−1.1% | 減碼 |
| Beck Bode, LLC | 6,329 | $190.6 萬 | 0.39% | −1,076−14.5% | 減碼 |
| Aaron Wealth Advisors | 6,299 | $189.7 萬 | 0.27% | +1,210+23.8% | 加碼 |
| Rossmore Private Capital | 6,283 | $189.2 萬 | 0.25% | +26+0.4% | 加碼 |
| IMA Wealth, Inc. | 6,279 | $189.1 萬 | 0.89% | −92−1.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 6,271 | $188.9 萬 | 0.32% | +84+1.4% | 加碼 |
| Capital Markets Trading UK LLP | 6,263 | $188.6 萬 | 1.37% | +6,263 | 新進 |
| Canopy Partners, LLC | 6,260 | $188.5 萬 | 0.92% | +252+4.2% | 加碼 |
| Scharf Investments, LLC | 6,248 | $188.2 萬 | 0.05% | +2,570+69.9% | 加碼 |
| Wright Investors Service Inc | 6,214 | $187.2 萬 | 0.47% | +6,214 | 新進 |
| IFP Advisors, Inc | 6,203 | $186.8 萬 | 0.08% | +1,891+43.9% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,182 | $186.2 萬 | 0.46% | −82−1.3% | 減碼 |
| Leelyn Smith, LLC | 6,181 | $186.2 萬 | 0.37% | −43−0.7% | 減碼 |
| Williamson Legacy Group, LLC | 6,162 | $185.6 萬 | 1.44% | +399+6.9% | 加碼 |
| Lloyd Advisory Services, LLC. | 6,160 | $185.5 萬 | 0.40% | +5,204+544.4% | 加碼 |
| BOK Financial Private Wealth, Inc. | 6,126 | $184.7 萬 | 0.14% | +4,045+194.4% | 加碼 |
| Quadcap Wealth Management, LLC | 6,127 | $184.5 萬 | 0.42% | −800−11.5% | 減碼 |
| Invera Wealth Advisors, LLC | 6,745 | $183.4 萬 | 1.56% | +104+1.6% | 加碼 |
| Shorepoint Capital Partners LLC | 6,071 | $182.9 萬 | 0.45% | −215−3.4% | 減碼 |
| Birinyi Associates Inc | 6,065 | $182.7 萬 | 0.60% | −315−4.9% | 減碼 |
| Sanders Morris Harris LLC | 6,061 | $182.5 萬 | 0.34% | +376+6.6% | 加碼 |
| Heartland Bank & Trust Co | 6,032 | $181.7 萬 | 1.06% | +6,032 | 新進 |
| Pictet Bank & Trust Ltd | 6,026 | $181.5 萬 | 1.91% | −712−10.6% | 減碼 |
| Quantum Private Wealth, LLC | 6,020 | $181.3 萬 | 0.67% | −328−5.2% | 減碼 |
| AA Financial Advisors, LLC | 6,018 | $181.3 萬 | 0.73% | +6,018 | 新進 |
| Gibbs Wealth Management | 6,013 | $181.1 萬 | 1.04% | +6,013 | 新進 |
| Lindbrook Capital, LLC | 6,008 | $181.0 萬 | 0.17% | −79−1.3% | 減碼 |
| Acorn Financial Advisory Services Inc | 6,006 | $180.9 萬 | 0.34% | −2,044−25.4% | 減碼 |
| Central Valley Advisors, LLC | 6,002 | $180.8 萬 | 0.93% | +120+2.0% | 加碼 |
| New Age Alpha Advisors, LLC | 6,000 | $180.7 萬 | 1.09% | 00.0% | 不變 |
| Carr Financial Group Corp | 5,970 | $179.8 萬 | 0.60% | +397+7.1% | 加碼 |
| Concord Asset Management, LLC | 5,966 | $179.7 萬 | 0.47% | +1,274+27.2% | 加碼 |
| Conning Inc. | 5,929 | $178.6 萬 | 0.06% | −57−1.0% | 減碼 |
| Riverview Capital Advisers, LLC | 5,899 | $177.7 萬 | 0.61% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 5,894 | $177.5 萬 | 0.36% | −342−5.5% | 減碼 |
| Regatta Capital Group, LLC | 5,892 | $177.5 萬 | 0.40% | +133+2.3% | 加碼 |
| Signet Financial Management, LLC | 5,890 | $177.4 萬 | 0.24% | +229+4.0% | 加碼 |
| Scott & Selber, Inc. | 5,859 | $176.5 萬 | 0.60% | +18+0.3% | 加碼 |
| TRUE Private Wealth Advisors | 5,860 | $176.5 萬 | 0.20% | −45−0.8% | 減碼 |
| Proequities, Inc. | 5,846 | $176.3 萬 | 0.11% | +263+4.7% | 加碼 |
| Werba Rubin Papier Wealth Management | 5,838 | $176.0 萬 | 0.51% | −34−0.6% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,834 | $175.7 萬 | 0.84% | +228+4.1% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,830 | $175.6 萬 | 0.31% | +544+10.3% | 加碼 |
| Doliver Advisors, LP | 5,823 | $175.4 萬 | 0.49% | −557−8.7% | 減碼 |
| Axq Capital, LP | 5,800 | $174.7 萬 | 0.42% | −500−7.9% | 減碼 |
| Capstone Investment Advisors, LLC | 5,798 | $174.6 萬 | 0.03% | +5,530+2,063.4% | 加碼 |