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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 5,706 | $171.9 萬 | 1.39% | +90+1.6% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 5,703 | $171.8 萬 | 0.41% | −128−2.2% | 減碼 |
| Versor Investments LP | 5,679 | $171.0 萬 | 0.35% | +92+1.6% | 加碼 |
| Rehmann Capital Advisory Group | 5,674 | $170.9 萬 | 0.13% | −75−1.3% | 減碼 |
| Strategy Asset Managers LLC | 5,668 | $170.7 萬 | 0.37% | +2,613+85.5% | 加碼 |
| Venturi Wealth Management, LLC | 5,643 | $170.0 萬 | 0.11% | +142+2.6% | 加碼 |
| Sapient Capital LLC | 5,631 | $169.8 萬 | 0.04% | −665−10.6% | 減碼 |
| Chicago Trust Co NA | 5,632 | $169.6 萬 | 0.35% | +261+4.9% | 加碼 |
| Intellectus Partners, LLC | 5,612 | $169.2 萬 | 0.45% | 00.0% | 不變 |
| Resources Management Corp | 5,619 | $169.2 萬 | 0.25% | −2,500−30.8% | 減碼 |
| Keel Point, LLC | 5,594 | $168.5 萬 | 0.17% | +1,089+24.2% | 加碼 |
| Teamwork Financial Advisors, LLC | 5,585 | $168.2 萬 | 0.26% | +991+21.6% | 加碼 |
| Legal Advantage Investments, Inc. | 5,571 | $167.8 萬 | 0.94% | 00.0% | 不變 |
| CX Institutional | 5,564 | $167.6 萬 | 0.08% | −46−0.8% | 減碼 |
| StoneX Group Inc. | 5,557 | $167.6 萬 | 0.15% | +524+10.4% | 加碼 |
| Capstone Triton Financial Group, LLC | 5,535 | $166.7 萬 | 1.18% | +23+0.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,515 | $166.1 萬 | 0.05% | −763−12.2% | 減碼 |
| Grace & Mercy Foundation, Inc. | 5,500 | $165.6 萬 | 0.42% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 5,499 | $165.6 萬 | 0.66% | −123−2.2% | 減碼 |
| Sonora Investment Management Group, LLC | 5,491 | $165.4 萬 | 0.13% | +2,151+64.4% | 加碼 |
| Dearborn Partners LLC | 5,488 | $165.3 萬 | 0.07% | −152−2.7% | 減碼 |
| ProVise Management Group, LLC | 5,462 | $164.5 萬 | 0.14% | −614−10.1% | 減碼 |
| Alta Wealth Advisors LLC | 5,459 | $164.4 萬 | 0.84% | −70−1.3% | 減碼 |
| Centiva Capital, LP | 5,458 | $164.4 萬 | 0.09% | +5,138+1,605.6% | 加碼 |
| Oxler Private Wealth LLC | 5,457 | $164.4 萬 | 0.64% | +2,500+84.5% | 加碼 |
| Sentry Investment Management LLC | 5,454 | $164.3 萬 | 0.64% | +347+6.8% | 加碼 |
| Strengthening Families & Communities, LLC | 5,442 | $163.9 萬 | 0.97% | +499+10.1% | 加碼 |
| Lazari Capital Management, Inc. | 5,435 | $163.7 萬 | 0.89% | −311−5.4% | 減碼 |
| Trust Point Inc. | 5,426 | $163.4 萬 | 0.13% | −79−1.4% | 減碼 |
| Moloney Securities Asset Management, LLC | 5,423 | $163.3 萬 | 0.25% | −8−0.1% | 減碼 |
| Fiduciary Family Office, LLC | 5,420 | $163.2 萬 | 0.64% | +540+11.1% | 加碼 |
| Apella Capital, LLC | 5,397 | $163.2 萬 | 0.08% | −40−0.7% | 減碼 |
| Avantax Planning Partners, Inc. | 5,393 | $162.4 萬 | 0.05% | +807+17.6% | 加碼 |
| M&R Capital Management Inc | 5,392 | $162.4 萬 | 0.40% | −1,061−16.4% | 減碼 |
| Fukoku Mutual Life Insurance Co | 5,384 | $162.2 萬 | 0.13% | −599−10.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,370 | $161.7 萬 | 0.12% | +5,370 | 新進 |
| Ironwood Investment Management LLC | 5,363 | $161.5 萬 | 0.79% | −423−7.3% | 減碼 |
| Syon Capital LLC | 5,356 | $161.3 萬 | 0.15% | −222−4.0% | 減碼 |
| International Assets Investment Management, LLC | 5,324 | $160.9 萬 | 0.17% | −20−0.4% | 減碼 |
| Tealwood Asset Management Inc | 5,343 | $160.9 萬 | 0.72% | +5,343 | 新進 |
| Harfst & Associates, Inc. | 5,337 | $160.7 萬 | 0.38% | +5,337 | 新進 |
| Clare Market Investments LLC | 5,331 | $160.6 萬 | 0.50% | +161+3.1% | 加碼 |
| Parcion Private Wealth LLC | 5,319 | $160.2 萬 | 0.14% | −24−0.4% | 減碼 |
| Smith, Salley & Associates | 5,286 | $159.2 萬 | 0.12% | +291+5.8% | 加碼 |
| Wolf Group Capital Advisors | 7,523 | $158.9 萬 | 0.76% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 5,904 | $158.8 萬 | 0.12% | −190−3.1% | 減碼 |
| Evoke Wealth, LLC | 5,262 | $158.7 萬 | 0.05% | +5,262 | 新進 |
| HBK Sorce Advisory LLC | 5,251 | $158.2 萬 | 0.06% | +1,536+41.3% | 加碼 |
| Thor Investment Management Inc | 5,228 | $157.5 萬 | 1.25% | +95+1.9% | 加碼 |
| VELA Investment Management, LLC | 5,219 | $157.2 萬 | 0.58% | +36+0.7% | 加碼 |
| Northwest Bank & Trust Co | 5,818 | $156.5 萬 | 1.44% | −145−2.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,190 | $156.3 萬 | 0.02% | −222−4.1% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 5,170 | $155.9 萬 | 0.07% | −5,720−52.5% | 減碼 |
| Connective Portfolio Management, LLC | 5,170 | $155.7 萬 | 2.74% | 00.0% | 不變 |
| Birchbrook, Inc. | 5,158 | $155.3 萬 | 0.92% | −717−12.2% | 減碼 |
| Trillium Asset Management, LLC | 5,158 | $155.3 萬 | 0.04% | −623−10.8% | 減碼 |
| InTrack Investment Management Inc | 5,144 | $154.9 萬 | 1.15% | +125+2.5% | 加碼 |
| Verdad Advisers, LP | 5,125 | $154.4 萬 | 1.68% | +5,125 | 新進 |
| Legacy Advisors, LLC | 5,115 | $154.2 萬 | 0.19% | +1,484+40.9% | 加碼 |
| Ballast, Inc. | 5,115 | $154.1 萬 | 0.49% | +7+0.1% | 加碼 |
| Emprise Bank | 5,088 | $153.2 萬 | 1.03% | +5,088 | 新進 |
| Exencial Wealth Advisors, LLC | 5,081 | $153.0 萬 | 0.06% | −211−4.0% | 減碼 |
| Newbridge Financial Services Group, Inc. | 5,081 | $153.0 萬 | 0.67% | +1,380+37.3% | 加碼 |
| David Loasby | 5,049 | $152.7 萬 | 0.16% | +3+0.1% | 加碼 |
| Options Solutions, LLC | 5,058 | $152.3 萬 | 0.87% | 00.0% | 不變 |
| World Equity Group, Inc. | 5,052 | $152.2 萬 | 0.31% | +59+1.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,044 | $151.9 萬 | 0.38% | +35+0.7% | 加碼 |
| Signal Advisors Wealth, LLC | 5,031 | $151.5 萬 | 0.38% | +783+18.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 5,005 | $150.7 萬 | 0.23% | +279+5.9% | 加碼 |
| Argent Advisors, Inc. | 5,000 | $150.6 萬 | 0.60% | −70−1.4% | 減碼 |
| Americana Partners, LLC | 4,997 | $150.5 萬 | 0.13% | +313+6.7% | 加碼 |
| Strategic Investment Advisors | 4,993 | $150.4 萬 | 0.19% | +39+0.8% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 4,983 | $150.1 萬 | 0.83% | −355−6.7% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 4,979 | $150.0 萬 | 0.51% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,946 | $149.0 萬 | 0.22% | +38+0.8% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 4,945 | $148.9 萬 | 0.42% | +21+0.4% | 加碼 |
| Country Club Bank | 4,942 | $148.8 萬 | 0.11% | −105−2.1% | 減碼 |
| Sargent Investment Group, LLC | 4,937 | $148.7 萬 | 0.33% | +41+0.8% | 加碼 |
| TLWM | 4,934 | $148.6 萬 | 0.33% | −1,879−27.6% | 減碼 |
| Chemistry Wealth Management LLC | 4,926 | $148.4 萬 | 0.40% | +670+15.7% | 加碼 |
| Legacy Bridge, LLC | 4,923 | $148.3 萬 | 0.87% | −51−1.0% | 減碼 |
| Inceptionr LLC | 4,871 | $146.7 萬 | 0.38% | +2,790+134.1% | 加碼 |
| Stamos Capital Partners, L.P. | 4,860 | $146.4 萬 | 0.33% | −1,000−17.1% | 減碼 |
| Geneva Partners, LLC | 4,858 | $146.3 萬 | 0.65% | +778+19.1% | 加碼 |
| Navellier & Associates Inc | 4,855 | $146.2 萬 | 0.18% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 4,853 | $146.2 萬 | 0.03% | −419−7.9% | 減碼 |
| Orion Capital Management LLC | 4,815 | $145.0 萬 | 0.77% | +145+3.1% | 加碼 |
| Quotient Wealth Partners, LLC | 4,798 | $144.5 萬 | 0.05% | +174+3.8% | 加碼 |
| Davenport & Co LLC | 4,794 | $144.4 萬 | 0.01% | +216+4.7% | 加碼 |
| Mainstay Capital Management LLC | 4,790 | $144.3 萬 | 0.27% | −676−12.4% | 減碼 |
| Western Pacific Wealth Management, LP | 4,774 | $143.8 萬 | 1.04% | +178+3.9% | 加碼 |
| Ellevest, Inc. | 4,754 | $143.2 萬 | 0.09% | +180+3.9% | 加碼 |
| Hilltop Holdings Inc. | 4,751 | $143.1 萬 | 0.16% | +355+8.1% | 加碼 |
| Deltec Asset Management LLC | 4,750 | $143.1 萬 | 0.28% | −2,550−34.9% | 減碼 |
| Cornerstone National Bank & Trust Co | 4,721 | $142.2 萬 | 0.72% | −580−10.9% | 減碼 |
| Great Diamond Partners, LLC | 4,717 | $142.1 萬 | 0.33% | +23+0.5% | 加碼 |
| Westside Investment Management, Inc. | 4,712 | $142.0 萬 | 0.34% | 00.0% | 不變 |
| Ascension Asset Management LLC | 4,715 | $142.0 萬 | 0.77% | +4,715 | 新進 |
| Granger Management LLC | 4,658 | $140.5 萬 | 0.28% | +351+8.1% | 加碼 |
| Glenview Trust Co | 4,659 | $140.3 萬 | 0.03% | +163+3.6% | 加碼 |