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 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
- 2,630
- 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 1,241 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 | 2,492 | $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 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 |
|---|---|---|---|---|---|
| Morling Financial Advisors, LLC | 1,182 | $30.4 萬 | 0.13% | +1,182 | 新進 |
| Modern Wealth Management, LLC | 1,185 | $30.5 萬 | 0.02% | +294+33.0% | 加碼 |
| Florida Financial Advisors, LLC | 1,196 | $30.5 萬 | 0.18% | −7−0.6% | 減碼 |
| Somerset Group LLC | 1,188 | $30.5 萬 | 0.27% | −18−1.5% | 減碼 |
| Private Advisory Group LLC | 1,192 | $30.6 萬 | 0.04% | −483−28.8% | 減碼 |
| Fiduciary Alliance LLC | 1,198 | $30.7 萬 | 0.05% | +1,198 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,194 | $30.7 萬 | 0.14% | −396−24.9% | 減碼 |
| Fielder Capital Group LLC | 1,195 | $30.7 萬 | 0.12% | +116+10.8% | 加碼 |
| Kennedy Investment Group | 1,195 | $30.7 萬 | 0.16% | −80−6.3% | 減碼 |
| WNY Asset Management, LLC | 1,197 | $30.8 萬 | 0.04% | −293−19.7% | 減碼 |
| Wealth Architects, LLC | 1,199 | $30.8 萬 | 0.04% | −26−2.1% | 減碼 |
| Gradient Capital Advisors, LLC | 1,201 | $30.9 萬 | 0.11% | +6+0.5% | 加碼 |
| JSF Financial, LLC | 1,205 | $31.0 萬 | 0.09% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 1,206 | $31.0 萬 | 0.11% | +128+11.9% | 加碼 |
| Guardian Capital Advisors LP | 1,230 | $31.1 萬 | 0.03% | −1,800−59.4% | 減碼 |
| Opal Wealth Advisors, LLC | 1,214 | $31.2 萬 | 0.10% | +197+19.4% | 加碼 |
| Custom Index Systems, LLC | 1,220 | $31.4 萬 | 0.18% | −1,194−49.5% | 減碼 |
| Insight Advisors, LLC | 1,220 | $31.4 萬 | 0.06% | −982−44.6% | 減碼 |
| Peoples Bank | 1,225 | $31.5 萬 | 0.25% | +1,035+544.7% | 加碼 |
| Aurora Private Wealth, Inc. | 1,230 | $31.6 萬 | 0.28% | +1,230 | 新進 |
| Willis Johnson & Associates, Inc. | 1,236 | $31.8 萬 | 0.03% | +299+31.9% | 加碼 |
| Wealth Group, Ltd. | 1,237 | $31.8 萬 | 0.23% | +10+0.8% | 加碼 |
| Strata Wealth Advisors, LLC | 1,237 | $31.8 萬 | 0.11% | −390−24.0% | 減碼 |
| HCR Wealth Advisors | 1,238 | $31.8 萬 | 0.05% | +59+5.0% | 加碼 |
| HTLF Bank | 1,239 | $31.9 萬 | 0.04% | +31+2.6% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 1,240 | $31.9 萬 | 0.14% | 00.0% | 不變 |
| Meritage Group LP | 1,243 | $32.0 萬 | 0.01% | −86,094−98.6% | 減碼 |
| Glassy Mountain Advisors, Inc. | 1,244 | $32.0 萬 | 0.12% | +20+1.6% | 加碼 |
| Janney Capital Management LLC | 1,246 | $32.0 萬 | 0.02% | −1,273−50.5% | 減碼 |
| Private Client Services, LLC | 1,246 | $32.0 萬 | 0.20% | +1,246 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 1,249 | $32.1 萬 | 0.07% | +63+5.3% | 加碼 |
| American State Bank (Iowa) | 1,250 | $32.1 萬 | 0.21% | +2+0.2% | 加碼 |
| Vanguard Capital Wealth Advisors | 1,251 | $32.2 萬 | 0.22% | +1,251 | 新進 |
| Sovereign Financial Group, Inc. | 1,251 | $32.2 萬 | 0.08% | +104+9.1% | 加碼 |
| JBR Co Financial Management Inc | 1,252 | $32.2 萬 | 0.23% | +15+1.2% | 加碼 |
| Five Oceans Advisors | 1,259 | $32.4 萬 | 0.17% | +65+5.4% | 加碼 |
| Fortitude Advisory Group L.L.C. | 1,261 | $32.4 萬 | 0.19% | −2,042−61.8% | 減碼 |
| Adapt Wealth Advisors, LLC | 1,263 | $32.5 萬 | 0.20% | +325+34.6% | 加碼 |
| Sitrin Capital Management LLC | 1,266 | $32.5 萬 | 0.17% | 00.0% | 不變 |
| Opes Wealth Management LLC | 1,268 | $32.6 萬 | 0.07% | −37−2.8% | 減碼 |
| Scissortail Wealth Management, LLC | 1,269 | $32.6 萬 | 0.08% | +310+32.3% | 加碼 |
| GLOBALT Investments LLC | 1,271 | $32.7 萬 | 0.01% | −1−0.1% | 減碼 |
| Powers Advisory Group, LLC | 1,271 | $32.7 萬 | 0.18% | −32−2.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 1,272 | $32.7 萬 | 0.09% | +17+1.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 1,272 | $32.7 萬 | 0.08% | +1,272 | 新進 |
| MBL Wealth, LLC | 1,279 | $32.9 萬 | 0.04% | −5−0.4% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,292 | $32.9 萬 | 0.01% | −3,561−73.4% | 減碼 |
| Spotlight Asset Group, Inc. | 1,284 | $33.0 萬 | 0.23% | +100+8.4% | 加碼 |
| First American Trust, FSB | 1,284 | $33.0 萬 | 0.03% | +99+8.4% | 加碼 |
| Financial Partners Group, Inc | 1,286 | $33.1 萬 | 0.05% | +10+0.8% | 加碼 |
| Schnieders Capital Management LLC | 1,288 | $33.1 萬 | 0.07% | −150−10.4% | 減碼 |
| Koss-Olinger Consulting, LLC | 1,293 | $33.2 萬 | 0.03% | −3,263−71.6% | 減碼 |
| Crescent Grove Advisors, LLC | 1,292 | $33.2 萬 | 0.04% | +1,292 | 新進 |
| Resurgent Financial Advisors LLC | 1,297 | $33.3 萬 | 0.21% | +74+6.1% | 加碼 |
| Arvest Trust Co N A | 1,300 | $33.4 萬 | 0.02% | −154−10.6% | 減碼 |
| Sym Financial Corp | 1,301 | $33.4 萬 | 0.05% | +1,301 | 新進 |
| Kolinsky Wealth Management, LLC | 1,301 | $33.5 萬 | 0.24% | −186−12.5% | 減碼 |
| DSC Advisors, L.P. | 1,302 | $33.5 萬 | 1.12% | +39+3.1% | 加碼 |
| Consolidated Capital Management, LLC | 1,303 | $33.5 萬 | 0.16% | −30−2.3% | 減碼 |
| New Wave Wealth Advisors LLC | 1,308 | $33.6 萬 | 0.18% | +1,308 | 新進 |
| Berkeley Capital Partners, LLC | 1,310 | $33.7 萬 | 0.10% | −93−6.6% | 減碼 |
| Bremer Bank National Association | 1,314 | $33.8 萬 | 0.07% | +141+12.0% | 加碼 |
| Lee Danner & Bass Inc | 1,315 | $33.8 萬 | 0.03% | +1,315 | 新進 |
| Harmony Asset Management LLC | 1,320 | $33.9 萬 | 0.14% | +1,320 | 新進 |
| Sheets Smith Wealth Management | 1,321 | $34.0 萬 | 0.04% | −2,030−60.6% | 減碼 |
| First National Bank Sioux Falls | 1,324 | $34.0 萬 | 0.18% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 1,325 | $34.1 萬 | 0.26% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 1,331 | $34.2 萬 | 0.29% | +12+0.9% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,334 | $34.3 萬 | 0.13% | −9−0.7% | 減碼 |
| Vantage Consulting Group Inc | 1,339 | $34.4 萬 | 0.26% | +301+29.0% | 加碼 |
| Silver Oak Securities, Inc | 1,340 | $34.5 萬 | 0.05% | −101−7.0% | 減碼 |
| Adirondack Trust Co | 1,341 | $34.5 萬 | 0.14% | −9−0.7% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,341 | $34.5 萬 | 0.05% | +113+9.2% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,342 | $34.5 萬 | 0.34% | +122+10.0% | 加碼 |
| Ignite Planners, LLC | 1,311 | $34.5 萬 | 0.08% | +167+14.6% | 加碼 |
| Evanson Asset Management, LLC | 1,346 | $34.6 萬 | 0.03% | −180−11.8% | 減碼 |
| Fortune Financial Advisors, LLC | 1,349 | $34.7 萬 | 0.21% | +88+7.0% | 加碼 |
| First Heartland Consultants, Inc. | 1,355 | $34.8 萬 | 0.03% | −35−2.5% | 減碼 |
| Beacon Capital Management, LLC | 1,357 | $34.9 萬 | 0.06% | +418+44.5% | 加碼 |
| Bellecapital International Ltd. | 1,359 | $34.9 萬 | 0.07% | +135+11.0% | 加碼 |
| Hoylecohen, LLC | 1,379 | $35.5 萬 | 0.03% | −30−2.1% | 減碼 |
| BKD Wealth Advisors, LLC | 1,380 | $35.5 萬 | 0.01% | −270−16.4% | 減碼 |
| Avenue 1 Advisors, LLC | 1,381 | $35.5 萬 | 0.14% | +7+0.5% | 加碼 |
| Fermata Advisors, LLC | 1,385 | $35.6 萬 | 0.08% | −3−0.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 1,391 | $35.8 萬 | 0.17% | −83−5.6% | 減碼 |
| Edgestream Partners, L.P. | 1,398 | $35.9 萬 | 0.02% | −7,969−85.1% | 減碼 |
| Point72 Asset Management, L.P. | 1,400 | $36.0 萬 | 0.00% | −350−20.0% | 減碼 |
| Dorchester Wealth Management Co | 1,400 | $36.0 萬 | 0.07% | 00.0% | 不變 |
| IFG Advisors, LLC | 1,400 | $36.0 萬 | 0.09% | +10+0.7% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,400 | $36.0 萬 | 0.03% | −106−7.0% | 減碼 |
| Ridgewood Investments LLC | 1,401 | $36.0 萬 | 0.18% | +350+33.3% | 加碼 |
| Jacobsen Capital Management | 1,402 | $36.0 萬 | 0.16% | −137−8.9% | 減碼 |
| FDx Advisors, Inc. | 1,405 | $36.1 萬 | 0.10% | −20,195−93.5% | 減碼 |
| KC Investment Advisors, LLC | 1,405 | $36.1 萬 | 0.18% | +141+11.2% | 加碼 |
| Lodestar Private Asset Management LLC | 1,406 | $36.1 萬 | 0.05% | −17−1.2% | 減碼 |
| Traynor Capital Management, Inc. | 1,409 | $36.2 萬 | 0.03% | +115+8.9% | 加碼 |
| Creative Financial Designs Inc | 1,414 | $36.4 萬 | 0.03% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,424 | $36.6 萬 | 0.22% | +100+7.6% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,426 | $36.7 萬 | 0.13% | −1,401−49.6% | 減碼 |
| Klingman & Associates, LLC | 1,429 | $36.7 萬 | 0.02% | +44+3.2% | 加碼 |