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 |
|---|---|---|---|---|---|
| Twin City Private Wealth, LLC | 1,405 | $42.4 萬 | 0.42% | +1,405 | 新進 |
| Berkeley Capital Partners, LLC | 1,403 | $42.3 萬 | 0.13% | +5+0.4% | 加碼 |
| Dorchester Wealth Management Co | 1,400 | $42.2 萬 | 0.08% | 00.0% | 不變 |
| Advisory Alpha, LLC | 1,396 | $42.0 萬 | 0.02% | −102−6.8% | 減碼 |
| Bridgefront Capital, LLC | 1,394 | $42.0 萬 | 0.32% | −324−18.9% | 減碼 |
| RiverGlades Family Offices LLC | 1,525 | $42.0 萬 | 0.33% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 1,390 | $41.9 萬 | 0.04% | −157−10.1% | 減碼 |
| IFG Advisors, LLC | 1,390 | $41.9 萬 | 0.11% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 1,388 | $41.8 萬 | 0.24% | +146+11.8% | 加碼 |
| Fermata Advisors, LLC | 1,388 | $41.8 萬 | 0.09% | +1,388 | 新進 |
| Israel Discount Bank of New York | 1,387 | $41.8 萬 | 0.52% | −1,035−42.7% | 減碼 |
| Klingman & Associates, LLC | 1,385 | $41.7 萬 | 0.03% | +26+1.9% | 加碼 |
| West Branch Capital LLC | 1,384 | $41.7 萬 | 0.17% | +671+94.1% | 加碼 |
| Avenue 1 Advisors, LLC | 1,374 | $41.4 萬 | 0.17% | 00.0% | 不變 |
| Mattern Wealth Management LLC | 1,370 | $41.3 萬 | 0.10% | 00.0% | 不變 |
| Veracity Capital LLC | 1,366 | $41.1 萬 | 0.16% | +340+33.1% | 加碼 |
| Farrell Financial LLC | 1,363 | $41.1 萬 | 0.34% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 1,355 | $40.8 萬 | 0.12% | +50+3.8% | 加碼 |
| Adirondack Trust Co | 1,350 | $40.7 萬 | 0.17% | −54−3.8% | 減碼 |
| Elgethun Capital Management | 1,339 | $40.5 萬 | 0.10% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 1,343 | $40.4 萬 | 0.16% | −57−4.1% | 減碼 |
| Imprint Wealth LLC | 1,338 | $40.4 萬 | 0.10% | +1,338 | 新進 |
| Stokes Family Office, LLC | 1,342 | $40.4 萬 | 0.05% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 1,337 | $40.3 萬 | 0.15% | −193−12.6% | 減碼 |
| Hodges Capital Management Inc. | 1,337 | $40.3 萬 | 0.03% | −115−7.9% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 1,337 | $40.3 萬 | 0.32% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 1,334 | $40.2 萬 | 0.04% | +327+32.5% | 加碼 |
| Consolidated Capital Management, LLC | 1,333 | $40.1 萬 | 0.19% | 00.0% | 不變 |
| Gordian Capital Singapore Pte Ltd | 1,332 | $40.1 萬 | 0.30% | −50−3.6% | 減碼 |
| United Community Bank | 1,330 | $40.1 萬 | 0.16% | +315+31.0% | 加碼 |
| Summit Global Investments | 1,328 | $40.0 萬 | 0.03% | −150−10.1% | 減碼 |
| Arcadia Investment Management Corp | 1,328 | $40.0 萬 | 0.07% | +221+20.0% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 1,325 | $39.9 萬 | 0.31% | 00.0% | 不變 |
| First National Bank Sioux Falls | 1,324 | $39.9 萬 | 0.22% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,324 | $39.9 萬 | 0.23% | 00.0% | 不變 |
| Gratus Capital LLC | 1,320 | $39.7 萬 | 0.02% | +200+17.9% | 加碼 |
| WMS Partners, LLC | 1,319 | $39.7 萬 | 0.03% | +132+11.1% | 加碼 |
| Dynamic Wealth Strategies, LLC | 1,319 | $39.7 萬 | 0.34% | −38−2.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,316 | $39.6 萬 | 0.02% | +1,316 | 新進 |
| Beacon Financial Advisory LLC | 1,313 | $39.5 萬 | 0.19% | +4+0.3% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 1,312 | $39.5 萬 | 0.17% | +1,312 | 新進 |
| Ferguson Wellman Capital Management, Inc | 1,311 | $39.5 萬 | 0.01% | +138+11.8% | 加碼 |
| Opes Wealth Management LLC | 1,305 | $39.3 萬 | 0.09% | +10+0.8% | 加碼 |
| DCM Advisors, LLC | 1,305 | $39.3 萬 | 0.16% | +348+36.4% | 加碼 |
| Powers Advisory Group, LLC | 1,303 | $39.2 萬 | 0.22% | −22−1.7% | 減碼 |
| Bridges Investment Management Inc | 1,296 | $39.0 萬 | 0.01% | −1,742−57.3% | 減碼 |
| Westmount Partners, LLC | 1,296 | $39.0 萬 | 0.14% | +102+8.5% | 加碼 |
| Traynor Capital Management, Inc. | 1,294 | $39.0 萬 | 0.04% | +94+7.8% | 加碼 |
| Next Capital Management LLC | 1,292 | $38.9 萬 | 0.16% | +1,292 | 新進 |
| JJJ Advisors Inc. | 1,286 | $38.7 萬 | 0.08% | +89+7.4% | 加碼 |
| Green Square Capital Advisors LLC | 1,286 | $38.7 萬 | 0.05% | +1,286 | 新進 |
| MBL Wealth, LLC | 1,284 | $38.7 萬 | 0.04% | +356+38.4% | 加碼 |
| J. W. Coons Advisors, LLC | 1,281 | $38.6 萬 | 0.09% | +1,281 | 新進 |
| Legacy Edge Advisors, LLC | 1,276 | $38.4 萬 | 0.08% | −68−5.1% | 減碼 |
| Financial Partners Group, Inc | 1,276 | $38.4 萬 | 0.06% | +60+4.9% | 加碼 |
| Kennedy Investment Group | 1,275 | $38.4 萬 | 0.20% | −55−4.1% | 減碼 |
| GLOBALT Investments LLC | 1,272 | $38.3 萬 | 0.02% | +1+0.1% | 加碼 |
| Crown Wealth Group, LLC | 1,267 | $38.2 萬 | 0.20% | +418+49.2% | 加碼 |
| Sitrin Capital Management LLC | 1,266 | $38.1 萬 | 0.21% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 1,264 | $38.1 萬 | 0.20% | −22−1.7% | 減碼 |
| DSC Advisors, L.P. | 1,263 | $38.0 萬 | 0.61% | −15−1.2% | 減碼 |
| Accurate Wealth Management, LLC | 1,407 | $38.0 萬 | 0.11% | −86−5.8% | 減碼 |
| Fortune Financial Advisors, LLC | 1,261 | $38.0 萬 | 0.24% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,260 | $37.9 萬 | 0.23% | −138−9.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 1,258 | $37.9 萬 | 0.03% | +468+59.2% | 加碼 |
| Trilogy Capital Inc. | 1,257 | $37.9 萬 | 0.02% | +1,257 | 新進 |
| Wealth Dimensions Group, Ltd. | 1,255 | $37.8 萬 | 0.11% | −69−5.2% | 減碼 |
| Wambolt & Associates, LLC | 1,247 | $37.7 萬 | 0.11% | −900,023−99.9% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 1,249 | $37.6 萬 | 0.26% | 00.0% | 不變 |
| American State Bank (Iowa) | 1,248 | $37.6 萬 | 0.25% | −428−25.5% | 減碼 |
| Oxford Financial Group Ltd | 1,245 | $37.5 萬 | 0.03% | +103+9.0% | 加碼 |
| Capital Planning Advisors, LLC | 1,241 | $37.4 萬 | 0.07% | +43+3.6% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 1,240 | $37.3 萬 | 0.18% | +89+7.7% | 加碼 |
| JBR Co Financial Management Inc | 1,237 | $37.3 萬 | 0.30% | 00.0% | 不變 |
| Sabal Trust CO | 1,236 | $37.2 萬 | 0.02% | −99−7.4% | 減碼 |
| Wagner Wealth Management, LLC | 1,233 | $37.1 萬 | 0.11% | +1,233 | 新進 |
| Indiana Trust & Investment Management CO | 1,229 | $37.0 萬 | 0.15% | 00.0% | 不變 |
| Wealth Group, Ltd. | 1,227 | $37.0 萬 | 0.28% | +1,227 | 新進 |
| Bedel Financial Consulting, Inc. | 1,228 | $37.0 萬 | 0.06% | +14+1.2% | 加碼 |
| Avory & Company, LLC | 1,226 | $36.9 萬 | 0.25% | −348−22.1% | 減碼 |
| Wealth Architects, LLC | 1,225 | $36.9 萬 | 0.05% | −67−5.2% | 減碼 |
| Bellecapital International Ltd. | 1,224 | $36.9 萬 | 0.08% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 1,224 | $36.9 萬 | 0.14% | 00.0% | 不變 |
| Resurgent Financial Advisors LLC | 1,223 | $36.8 萬 | 0.20% | +9+0.7% | 加碼 |
| Lantz Financial LLC | 1,222 | $36.8 萬 | 0.12% | +48+4.1% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,220 | $36.7 萬 | 0.38% | 00.0% | 不變 |
| Collective Family Office LLC | 1,215 | $36.6 萬 | 0.12% | −46−3.6% | 減碼 |
| HTLF Bank | 1,208 | $36.4 萬 | 0.04% | −50−4.0% | 減碼 |
| Somerset Group LLC | 1,206 | $36.3 萬 | 0.34% | +10+0.8% | 加碼 |
| JSF Financial, LLC | 1,205 | $36.3 萬 | 0.11% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 1,203 | $36.2 萬 | 0.27% | +317+35.8% | 加碼 |
| Princeton Capital Management LLC | 1,198 | $36.1 萬 | 0.13% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 1,195 | $36.0 萬 | 0.13% | +7+0.6% | 加碼 |
| Five Oceans Advisors | 1,194 | $36.0 萬 | 0.18% | 00.0% | 不變 |
| Wealthstar Advisors, LLC | 1,192 | $35.9 萬 | 0.12% | +74+6.6% | 加碼 |
| DGS Capital Management, LLC | 1,191 | $35.9 萬 | 0.10% | −32−2.6% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 1,186 | $35.7 萬 | 0.01% | −26−2.1% | 減碼 |
| First American Trust, FSB | 1,185 | $35.7 萬 | 0.04% | +84+7.6% | 加碼 |
| Spotlight Asset Group, Inc. | 1,184 | $35.7 萬 | 0.26% | 00.0% | 不變 |
| Rosenbaum Jay D. | 1,183 | $35.6 萬 | 2.02% | −2,737−69.8% | 減碼 |