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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 2,450 | $73.8 萬 | 0.07% | −406−14.2% | 減碼 |
| Driehaus Capital Management LLC | 2,449 | $73.8 萬 | 0.01% | −396−13.9% | 減碼 |
| Motiv8 Investments LLC | 2,448 | $73.7 萬 | 0.57% | +409+20.1% | 加碼 |
| Gries Financial LLC | 2,441 | $73.5 萬 | 0.12% | +826+51.1% | 加碼 |
| Eads & Heald Wealth Management | 2,434 | $73.3 萬 | 0.34% | +553+29.4% | 加碼 |
| Catalina Capital Group, LLC | 2,433 | $73.3 萬 | 0.31% | +1,625+201.1% | 加碼 |
| Castleview Partners, LLC | 2,430 | $73.2 萬 | 0.41% | +21+0.9% | 加碼 |
| Headinvest, LLC | 2,429 | $73.2 萬 | 0.14% | −21−0.9% | 減碼 |
| MBB Public Markets I LLC | 2,425 | $73.0 萬 | 0.05% | +2,425 | 新進 |
| Cim Investment Mangement Inc | 2,425 | $73.0 萬 | 0.22% | 00.0% | 不變 |
| Prentice Wealth Management LLC | 2,416 | $72.8 萬 | 0.25% | +122+5.3% | 加碼 |
| Custom Index Systems, LLC | 2,414 | $72.7 萬 | 0.41% | +169+7.5% | 加碼 |
| Intrua Financial, LLC | 2,406 | $72.5 萬 | 0.11% | +337+16.3% | 加碼 |
| Kensington Investment Counsel, LLC | 2,403 | $72.4 萬 | 0.33% | +177+8.0% | 加碼 |
| Investment House LLC | 2,393 | $72.1 萬 | 0.04% | +100+4.4% | 加碼 |
| Sierra Capital LLC | 2,390 | $72.0 萬 | 0.09% | +2,390 | 新進 |
| Blue Fin Capital, Inc. | 2,381 | $71.7 萬 | 0.16% | +31+1.3% | 加碼 |
| Kozak & Associates, Inc. | 2,515 | $71.6 萬 | 0.19% | +3+0.1% | 加碼 |
| Salvus Wealth Management, LLC | 2,374 | $71.5 萬 | 0.49% | −17−0.7% | 減碼 |
| Abbot Financial Management, Inc. | 2,368 | $71.3 萬 | 0.39% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 2,368 | $71.3 萬 | 0.48% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 2,351 | $70.9 萬 | 0.08% | −8,239−77.8% | 減碼 |
| Childress Capital Advisors, LLC | 2,352 | $70.8 萬 | 0.21% | +90+4.0% | 加碼 |
| Studio Investment Management LLC | 2,348 | $70.8 萬 | 0.17% | +120+5.4% | 加碼 |
| Financial Advisory Service, Inc. | 2,348 | $70.7 萬 | 0.06% | −181−7.2% | 減碼 |
| St. Clair Advisors, LLC | 2,347 | $70.7 萬 | 0.23% | +200+9.3% | 加碼 |
| Garden State Investment Advisory Services LLC | 2,341 | $70.7 萬 | 0.26% | −266−10.2% | 減碼 |
| AlphaStar Capital Management, LLC | 2,341 | $70.5 萬 | 0.07% | +2,341 | 新進 |
| Quest Partners LLC | 2,337 | $70.4 萬 | 0.12% | +2,337 | 新進 |
| Brio Consultants, LLC | 2,332 | $70.2 萬 | 0.12% | +348+17.5% | 加碼 |
| Sonoma Private Wealth LLC | 2,322 | $69.9 萬 | 1.13% | −78−3.3% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,319 | $69.8 萬 | 0.03% | −45−1.9% | 減碼 |
| 626 Financial, LLC | 2,313 | $69.7 萬 | 0.42% | −345−13.0% | 減碼 |
| Hengehold Capital Management LLC | 2,304 | $69.4 萬 | 0.07% | −100−4.2% | 減碼 |
| Parkside Advisors LLC | 2,299 | $69.3 萬 | 0.18% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 2,298 | $69.2 萬 | 0.53% | +279+13.8% | 加碼 |
| Vivid Wealth Management, LLC | 2,295 | $69.1 萬 | 0.43% | +208+10.0% | 加碼 |
| WBH Advisory Inc | 2,292 | $69.0 萬 | 0.07% | +130+6.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,281 | $68.7 萬 | 0.17% | −94−4.0% | 減碼 |
| Avalon Trust Co | 2,281 | $68.7 萬 | 0.06% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 2,280 | $68.7 萬 | 0.23% | +170+8.1% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,279 | $68.6 萬 | 0.60% | +40+1.8% | 加碼 |
| Aprio Wealth Management, LLC | 2,263 | $68.2 萬 | 0.13% | +598+35.9% | 加碼 |
| Fox Run Management, L.L.C. | 2,256 | $67.9 萬 | 0.15% | +2,256 | 新進 |
| Virtue Capital Management, LLC | 2,294 | $67.9 萬 | 0.12% | – | – |
| IVC Wealth Advisors LLC | 2,245 | $67.6 萬 | 0.39% | −47−2.1% | 減碼 |
| New World Advisors LLC | 2,242 | $67.5 萬 | 0.20% | −7−0.3% | 減碼 |
| Telos Capital Management, Inc. | 2,240 | $67.5 萬 | 0.08% | −228−9.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 2,233 | $67.3 萬 | 0.08% | +237+11.9% | 加碼 |
| Trueblood Wealth Management, LLC | 2,233 | $67.3 萬 | 0.39% | +450+25.2% | 加碼 |
| Proficio Capital Partners LLC | 2,232 | $67.2 萬 | 0.07% | +261+13.2% | 加碼 |
| Callan Capital, LLC | 2,222 | $66.9 萬 | 0.06% | +640+40.5% | 加碼 |
| Vienna Asset Management LLC | 2,085 | $66.8 萬 | 0.61% | +2,085 | 新進 |
| Investors Research Corp | 2,217 | $66.8 萬 | 0.16% | −1,669−42.9% | 減碼 |
| Mirador Capital Partners LP | 2,214 | $66.7 萬 | 0.13% | −28−1.2% | 減碼 |
| Archetype Wealth Partners | 2,212 | $66.6 萬 | 0.11% | +467+26.8% | 加碼 |
| Blue Barn Wealth, LLC | 2,207 | $66.5 萬 | 0.37% | +39+1.8% | 加碼 |
| Orrstown Financial Services Inc | 2,205 | $66.4 萬 | 0.37% | +535+32.0% | 加碼 |
| Laidlaw Wealth Management LLC | 2,204 | $66.4 萬 | 0.37% | −2,961−57.3% | 減碼 |
| Insight Advisors, LLC | 2,202 | $66.3 萬 | 0.13% | +911+70.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,198 | $66.2 萬 | 0.07% | −232−9.5% | 減碼 |
| Crumly & Associates Inc. | 2,197 | $66.2 萬 | 0.17% | −9−0.4% | 減碼 |
| Magnus Financial Group LLC | 2,195 | $66.1 萬 | 0.08% | +57+2.7% | 加碼 |
| Hartford Funds Management Co LLC | 2,193 | $66.0 萬 | 0.06% | +391+21.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,191 | $66.0 萬 | 0.16% | −3−0.1% | 減碼 |
| Centurion Wealth Management LLC | 2,175 | $65.5 萬 | 0.26% | −29−1.3% | 減碼 |
| Granite Group Advisors, LLC | 2,164 | $65.2 萬 | 0.44% | 00.0% | 不變 |
| Northwest Financial Advisors | 2,162 | $65.1 萬 | 0.71% | 00.0% | 不變 |
| Redwood Financial Network Corp | 2,161 | $65.1 萬 | 0.57% | −124−5.4% | 減碼 |
| TBH Global Asset Management, LLC | 2,156 | $64.9 萬 | 0.13% | +441+25.7% | 加碼 |
| Old Point Trust & Financial Services N A | 2,153 | $64.8 萬 | 0.24% | +1,575+272.5% | 加碼 |
| Gabelli Funds LLC | 2,150 | $64.8 萬 | 0.00% | +545+34.0% | 加碼 |
| Zullo Investment Group, Inc. | 2,148 | $64.7 萬 | 0.30% | +133+6.6% | 加碼 |
| Roberts Glore & Co Inc | 2,147 | $64.7 萬 | 0.19% | −107−4.7% | 減碼 |
| Lakeview Capital Partners, LLC | 2,140 | $64.5 萬 | 0.10% | +209+10.8% | 加碼 |
| JB Capital LLC | 2,131 | $64.2 萬 | 0.04% | +158+8.0% | 加碼 |
| Harvest Management LLC | 2,129 | $64.1 萬 | 0.55% | −171−7.4% | 減碼 |
| New Republic Capital, LLC | 2,119 | $63.9 萬 | 0.41% | +64+3.1% | 加碼 |
| RAM Investment Partners, LLC | 2,117 | $63.8 萬 | 0.20% | −465−18.0% | 減碼 |
| Meeder Asset Management Inc | 2,114 | $63.7 萬 | 0.04% | −5,081−70.6% | 減碼 |
| Regal Investment Advisors LLC | 2,109 | $63.5 萬 | 0.04% | −137−6.1% | 減碼 |
| Confluence Wealth Services, Inc. | 2,104 | $63.4 萬 | 0.06% | +169+8.7% | 加碼 |
| BLB&B Advisors, LLC | 2,101 | $63.3 萬 | 0.04% | +2,101 | 新進 |
| Hussman Strategic Advisors, Inc. | 2,100 | $63.2 萬 | 0.15% | +1,050+100.0% | 加碼 |
| Clarus Wealth Advisors | 2,096 | $62.8 萬 | 0.36% | −73−3.4% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,315 | $62.2 萬 | 0.17% | +309+15.4% | 加碼 |
| Boston Trust Walden Corp | 2,063 | $62.1 萬 | 0.00% | 00.0% | 不變 |
| Alley Investment Management Company, LLC | 2,063 | $62.1 萬 | 0.09% | +3+0.1% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 2,062 | $62.1 萬 | 1.55% | −1,199−36.8% | 減碼 |
| West Family Investments, Inc. | 2,058 | $62.0 萬 | 0.19% | +599+41.1% | 加碼 |
| Lecap Asset Management Ltd | 2,053 | $61.8 萬 | 0.13% | +2,053 | 新進 |
| Wellington Wealth Strategies, LLC. | 2,043 | $61.5 萬 | 0.29% | −1,335−39.5% | 減碼 |
| Northern Financial Advisors Inc | 2,030 | $61.1 萬 | 0.48% | −11−0.5% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,011 | $60.6 萬 | 0.03% | −38−1.9% | 減碼 |
| First Financial Corp | 2,010 | $60.5 萬 | 0.31% | −497−19.8% | 減碼 |
| Baxter Bros Inc | 2,008 | $60.5 萬 | 0.08% | −21−1.0% | 減碼 |
| Montecito Bank & Trust | 2,004 | $60.4 萬 | 0.12% | +732+57.5% | 加碼 |
| Mondrian Investment Partners LTD | 2,002 | $60.3 萬 | 0.01% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 2,002 | $60.3 萬 | 0.14% | +45+2.3% | 加碼 |
| Covenant Partners, LLC | 2,001 | $60.3 萬 | 0.18% | −574−22.3% | 減碼 |