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 2 季 13F 持有人
Salesforce, Inc. 在 2024/6/30 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
- 2,629
- 較 2024 年第 1 季 −103 家
- 持有股數
- 7.74 億
- 較 2024 年第 1 季 −724.9 萬 (−0.9%)
- 總市值
- $1,988 億
- 較 2024 年第 1 季 −$359.7 億 (−15.3%)
- 新進機構
- 182
- 另有 1,240 家加碼
- 清倉機構
- 285
- 另有 965 家減碼
另有 36 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 8,880 | $228.3 萬 | 0.04% | −52,102−85.4% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 8,903 | $228.9 萬 | 0.72% | +5+0.1% | 加碼 |
| Fidelis Capital Partners, LLC | 9,543 | $229.1 萬 | 0.33% | +320+3.5% | 加碼 |
| Principle Wealth Partners LLC | 8,924 | $229.4 萬 | 0.17% | −59−0.7% | 減碼 |
| Segment Wealth Management, LLC | 8,942 | $229.9 萬 | 0.17% | +361+4.2% | 加碼 |
| Gibbs Wealth Management | 8,967 | $230.5 萬 | 0.93% | +2,954+49.1% | 加碼 |
| Triangle Securities Wealth Management | 9,028 | $232.1 萬 | 0.66% | +43+0.5% | 加碼 |
| Adviser Investments LLC | 9,031 | $232.2 萬 | 0.03% | −10,637−54.1% | 減碼 |
| Wealth Alliance | 9,032 | $232.2 萬 | 0.30% | −2,325−20.5% | 減碼 |
| Beaumont Asset Management, L.L.C. | 9,052 | $232.7 萬 | 1.50% | −31−0.3% | 減碼 |
| Norway Savings Bank | 9,087 | $233.6 萬 | 1.33% | +743+8.9% | 加碼 |
| Welch & Forbes LLC | 9,244 | $234.2 萬 | 0.03% | +353+4.0% | 加碼 |
| Congress Park Capital LLC | 9,115 | $234.3 萬 | 0.94% | +6,080+200.3% | 加碼 |
| Private Trust Co NA | 9,126 | $234.6 萬 | 0.25% | −1,465−13.8% | 減碼 |
| CoreCap Advisors, LLC | 9,137 | $234.9 萬 | 0.24% | +781+9.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 9,150 | $235.2 萬 | 0.81% | 00.0% | 不變 |
| Winton Group Ltd | 9,161 | $235.5 萬 | 0.16% | −2,102−18.7% | 減碼 |
| Great Lakes Retirement, Inc. | 9,214 | $236.9 萬 | 0.32% | +874+10.5% | 加碼 |
| Fulton Bank, N.A. | 9,231 | $237.3 萬 | 0.10% | +125+1.4% | 加碼 |
| Boomfish Wealth Group, LLC | 9,274 | $238.4 萬 | 1.54% | +711+8.3% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,280 | $238.6 萬 | 0.41% | +534+6.1% | 加碼 |
| Stamos Capital Partners, L.P. | 9,310 | $239.4 萬 | 0.51% | +4,450+91.6% | 加碼 |
| Teamwork Financial Advisors, LLC | 9,374 | $241.0 萬 | 0.36% | +3,789+67.8% | 加碼 |
| Nikulski Financial, Inc. | 9,379 | $241.1 萬 | 0.77% | +733+8.5% | 加碼 |
| Atomi Financial Group, Inc. | 9,410 | $241.9 萬 | 0.18% | +1,503+19.0% | 加碼 |
| Scharf Investments, LLC | 9,480 | $243.7 萬 | 0.07% | +3,232+51.7% | 加碼 |
| Jump Financial, LLC | 9,531 | $245.0 萬 | 0.05% | −4,245−30.8% | 減碼 |
| Financial Engines Advisors L.L.C. | 9,551 | $245.6 萬 | 0.01% | −232−2.4% | 減碼 |
| Connable Office Inc | 9,556 | $245.7 萬 | 0.26% | −2,596−21.4% | 減碼 |
| Maxwell Wealth Strategies Inc. | 9,587 | $246.5 萬 | 1.21% | +139+1.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,600 | $246.8 萬 | 0.04% | +1,076+12.6% | 加碼 |
| Herbst Group, LLC | 9,610 | $247.1 萬 | 1.50% | −200−2.0% | 減碼 |
| Legacy Private Trust Co. | 9,713 | $249.7 萬 | 0.18% | +745+8.3% | 加碼 |
| Werba Rubin Papier Wealth Management | 9,720 | $249.9 萬 | 0.69% | +3,882+66.5% | 加碼 |
| Advisors Capital Management, LLC | 9,744 | $250.5 萬 | 0.04% | +5,476+128.3% | 加碼 |
| M Holdings Securities, Inc. | 9,770 | $250.7 萬 | 0.32% | +9,770 | 新進 |
| Burns J W & Co Inc | 9,764 | $251.0 萬 | 0.34% | +929+10.5% | 加碼 |
| Dakota Wealth Management | 9,823 | $252.5 萬 | 0.06% | −17,253−63.7% | 減碼 |
| Cigna Investments Inc | 9,839 | $252.9 萬 | 0.47% | −143−1.4% | 減碼 |
| AnglePoint Asset Management Ltd | 9,850 | $253.2 萬 | 2.66% | +9,850 | 新進 |
| Aft, Forsyth & Company, Inc. | 9,854 | $253.3 萬 | 1.29% | +658+7.2% | 加碼 |
| Boltwood Capital Management | 9,873 | $253.8 萬 | 0.79% | −169−1.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 9,875 | $253.9 萬 | 1.13% | −313−3.1% | 減碼 |
| 180 Wealth Advisors, LLC | 10,117 | $254.1 萬 | 0.41% | −1,411−12.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 9,895 | $254.4 萬 | 0.15% | +791+8.7% | 加碼 |
| Clarius Group, LLC | 9,909 | $254.8 萬 | 0.18% | −352−3.4% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 9,909 | $254.8 萬 | 0.26% | +523+5.6% | 加碼 |
| BigSur Wealth Management LLC | 9,930 | $255.3 萬 | 0.78% | +650+7.0% | 加碼 |
| Institute for Wealth Management, LLC. | 9,945 | $255.7 萬 | 0.34% | +939+10.4% | 加碼 |
| Graypoint LLC | 9,949 | $255.8 萬 | 0.18% | −1,249−11.2% | 減碼 |
| Conscious Wealth Investments, LLC | 9,992 | $255.8 萬 | 1.84% | +81+0.8% | 加碼 |
| Verde Capital Management | 9,963 | $256.2 萬 | 0.81% | +2,126+27.1% | 加碼 |
| Mizuho Securities Co. Ltd. | 10,000 | $257.1 萬 | 5.98% | +9,630+2,602.7% | 加碼 |
| Audent Global Asset Management, LLC | 10,000 | $257.1 萬 | 2.68% | +10,000 | 新進 |
| Moody National Bank Trust Division | 10,005 | $257.2 萬 | 0.20% | +518+5.5% | 加碼 |
| Cetera Trust Company, N.A | 10,006 | $257.3 萬 | 1.62% | −910−8.3% | 減碼 |
| Ronald Blue Trust, Inc. | 8,545 | $257.4 萬 | 0.04% | +1,564+22.4% | 加碼 |
| WealthShield Partners, LLC | 10,019 | $257.6 萬 | 0.39% | +1,024+11.4% | 加碼 |
| Pinnacle Wealth Management, LLC | 10,092 | $259.5 萬 | 3.24% | +365+3.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 10,117 | $260.1 萬 | 0.08% | +3,354+49.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,151 | $261.0 萬 | 0.12% | −126−1.2% | 減碼 |
| Kelly Lawrence W & Associates Inc | 10,195 | $262.1 萬 | 0.60% | +315+3.2% | 加碼 |
| Sculati Wealth Management, LLC | 10,207 | $262.4 萬 | 1.12% | +53+0.5% | 加碼 |
| Two Sigma Investments, LP | 10,216 | $262.7 萬 | 0.01% | +10,216 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 10,220 | $262.8 萬 | 1.81% | −3,918−27.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,221 | $262.8 萬 | 0.09% | −304−2.9% | 減碼 |
| Delta Investment Management, LLC | 10,347 | $266.0 萬 | 0.59% | +429+4.3% | 加碼 |
| Kampmann Melissa S. | 10,369 | $266.6 萬 | 1.95% | −1,091−9.5% | 減碼 |
| WSFS Capital Management, LLC | 10,384 | $267.0 萬 | 0.15% | −247−2.3% | 減碼 |
| Cable Hill Partners, LLC | 10,404 | $267.5 萬 | 0.29% | −97−0.9% | 減碼 |
| Processus Wealth & Capital Management, LLC | 10,434 | $268.3 萬 | 2.22% | −36−0.3% | 減碼 |
| GPM Growth Investors, Inc. | 10,439 | $268.4 萬 | 1.14% | +10,439 | 新進 |
| Executive Wealth Management, LLC | 10,467 | $269.1 萬 | 0.49% | −248−2.3% | 減碼 |
| Mission Creek Capital Partners, Inc. | 10,478 | $269.4 萬 | 0.68% | +1,372+15.1% | 加碼 |
| Northstar Advisory Group, LLC | 10,497 | $269.9 萬 | 1.55% | +53+0.5% | 加碼 |
| Roberts Wealth Advisors, LLC | 10,692 | $269.9 萬 | 0.92% | +242+2.3% | 加碼 |
| IHT Wealth Management, LLC | 10,572 | $271.6 萬 | 0.10% | +1,316+14.2% | 加碼 |
| Perpetual Ltd | 10,571 | $271.8 萬 | 0.03% | +847+8.7% | 加碼 |
| Sumitomo Life Insurance Co | 10,620 | $273.0 萬 | 0.06% | −1,385−11.5% | 減碼 |
| Citizens Business Bank | 10,651 | $273.8 萬 | 0.58% | −315−2.9% | 減碼 |
| EFG Asset Management (North America) Corp. | 10,656 | $274.0 萬 | 0.47% | −419−3.8% | 減碼 |
| RFG Advisory, LLC | 10,693 | $274.9 萬 | 0.09% | +4,255+66.1% | 加碼 |
| Roundview Capital LLC | 10,698 | $275.0 萬 | 0.22% | −1,389−11.5% | 減碼 |
| Hancock Whitney Corp | 10,719 | $275.6 萬 | 0.09% | −271−2.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 10,741 | $276.2 萬 | 0.14% | +3,809+54.9% | 加碼 |
| Capital Wealth Planning, LLC | 10,743 | $276.2 萬 | 0.03% | +312+3.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 10,743 | $276.2 萬 | 0.23% | +8,990+512.8% | 加碼 |
| OV Management LLC | 10,746 | $276.3 萬 | 1.93% | +102+1.0% | 加碼 |
| Community Financial Services Group, LLC | 10,753 | $276.5 萬 | 0.60% | +698+6.9% | 加碼 |
| Qtron Investments LLC | 10,807 | $277.8 萬 | 0.40% | −931−7.9% | 減碼 |
| Portfolio Design Labs, LLC | 10,840 | $278.7 萬 | 0.86% | +1,950+21.9% | 加碼 |
| Icon Wealth Advisors, LLC | 10,777 | $278.9 萬 | 0.25% | −10,814−50.1% | 減碼 |
| Warren Averett Asset Management, LLC | 10,852 | $279.0 萬 | 0.05% | +1,189+12.3% | 加碼 |
| Western Wealth Management, LLC | 10,858 | $279.2 萬 | 0.21% | +771+7.6% | 加碼 |
| Exchange Traded Concepts, LLC | 10,940 | $281.3 萬 | 0.07% | −27,012−71.2% | 減碼 |
| Strategic Advocates LLC | 10,943 | $281.3 萬 | 1.12% | +863+8.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 10,994 | $282.7 萬 | 0.06% | −656−5.6% | 減碼 |
| Insigneo Advisory Services, LLC | 11,836 | $282.9 萬 | 0.32% | +9,485+403.4% | 加碼 |
| Lake Street Financial LLC | 11,022 | $283.4 萬 | 0.37% | +962+9.6% | 加碼 |
| Relative Value Partners Group, LLC | 11,022 | $283.4 萬 | 0.37% | +8,280+302.0% | 加碼 |