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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1,429 | $36.7 萬 | 0.03% | −26−1.8% | 減碼 |
| Seeds Investor LLC | 1,432 | $36.8 萬 | 0.19% | +529+58.6% | 加碼 |
| Triad Wealth Partners, LLC | 1,437 | $36.9 萬 | 0.19% | +684+90.8% | 加碼 |
| DC Investments Management, LLC | 1,441 | $37.0 萬 | 0.31% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 1,442 | $37.1 萬 | 0.19% | +105+7.9% | 加碼 |
| Farrell Financial LLC | 1,443 | $37.1 萬 | 0.29% | +80+5.9% | 加碼 |
| Seven Mile Advisory | 1,445 | $37.2 萬 | 0.27% | +35+2.5% | 加碼 |
| Spirepoint Private Client, LLC | 1,450 | $37.3 萬 | 0.05% | +306+26.7% | 加碼 |
| Bank of Stockton | 1,451 | $37.3 萬 | 0.12% | +538+58.9% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 1,458 | $37.5 萬 | 0.19% | −112−7.1% | 減碼 |
| Paladin Advisory Group, LLC | 1,464 | $37.5 萬 | 0.29% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,461 | $37.6 萬 | 0.08% | −456−23.8% | 減碼 |
| Washington Trust Advisors, Inc. | 1,464 | $37.6 萬 | 0.03% | −295−16.8% | 減碼 |
| Cobblestone Capital Advisors LLC | 1,471 | $37.8 萬 | 0.02% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 1,471 | $37.8 萬 | 0.02% | 00.0% | 不變 |
| Aveo Capital Partners, LLC | 1,479 | $38.0 萬 | 0.04% | −238−13.9% | 減碼 |
| Nichols & Pratt Advisers LLP | 1,480 | $38.1 萬 | 0.03% | 00.0% | 不變 |
| Diametric Capital, LP | 1,482 | $38.1 萬 | 0.21% | +1,482 | 新進 |
| CVA Family Office, LLC | 1,482 | $38.1 萬 | 0.07% | +58+4.1% | 加碼 |
| West Oak Capital, LLC | 1,495 | $38.4 萬 | 0.15% | 00.0% | 不變 |
| WMS Partners, LLC | 1,498 | $38.5 萬 | 0.02% | +179+13.6% | 加碼 |
| Zweig-DiMenna Associates LLC | 1,500 | $38.6 萬 | 0.04% | −30,450−95.3% | 減碼 |
| Madison Park Capital Advisors, LLC | 1,500 | $38.6 萬 | 0.32% | −44−2.8% | 減碼 |
| Aristotle Atlantic Partners, LLC | 1,500 | $38.6 萬 | 0.01% | 00.0% | 不變 |
| Harbor Advisors LLC | 1,500 | $38.6 萬 | 0.07% | +1,500 | 新進 |
| M3 Advisory Group, LLC | 1,500 | $38.6 萬 | 0.32% | +754+101.1% | 加碼 |
| Smith Thornton Advisors LLC | 1,503 | $38.6 萬 | 0.28% | +1,503 | 新進 |
| Retirement Income Solutions, Inc | 1,510 | $38.8 萬 | 0.09% | 00.0% | 不變 |
| Ssi Investment Management LLC | 1,514 | $38.9 萬 | 0.03% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 1,518 | $39.0 萬 | 0.00% | 00.0% | 不變 |
| Garda Capital Partners LP | 1,523 | $39.2 萬 | 0.21% | +1,523 | 新進 |
| Waddell & Associates, LLC | 1,523 | $39.2 萬 | 0.05% | +46+3.1% | 加碼 |
| RiverGlades Family Offices LLC | 1,525 | $39.2 萬 | 0.30% | 00.0% | 不變 |
| H&H Retirement Design & Management INC | 1,546 | $39.3 萬 | 0.24% | +482+45.3% | 加碼 |
| Smith Group Asset Management, LLC | 1,528 | $39.3 萬 | 0.03% | −80−5.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,529 | $39.3 萬 | 0.02% | +213+16.2% | 加碼 |
| Fort Sheridan Advisors LLC | 1,529 | $39.3 萬 | 0.06% | −90−5.6% | 減碼 |
| Phillips Wealth Planners LLC | 1,558 | $39.4 萬 | 0.41% | +403+34.9% | 加碼 |
| Pathway Financial Advisors LLC | 1,532 | $39.4 萬 | 0.11% | −23−1.5% | 減碼 |
| Waterloo Capital, L.P. | 1,533 | $39.4 萬 | 0.05% | +457+42.5% | 加碼 |
| Keystone Financial Group | 1,538 | $39.5 萬 | 0.14% | −206−11.8% | 減碼 |
| Mattern Wealth Management LLC | 1,542 | $39.6 萬 | 0.10% | +172+12.6% | 加碼 |
| Tradition Wealth Management, LLC | 1,543 | $39.7 萬 | 0.04% | +17+1.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 1,543 | $39.7 萬 | 0.02% | −41−2.6% | 減碼 |
| Waypoint Wealth Partners Inc. | 1,545 | $39.7 萬 | 0.12% | −396−20.4% | 減碼 |
| Dougherty Wealth Advisers LLC | 1,549 | $39.8 萬 | 0.35% | 00.0% | 不變 |
| LRI Investments, LLC | 1,550 | $39.9 萬 | 0.05% | +1,550 | 新進 |
| Wetzel Investment Advisors, Inc. | 1,333 | $40.1 萬 | 0.23% | −228−14.6% | 減碼 |
| Sonata Capital Group Inc | 1,567 | $40.3 萬 | 0.21% | 00.0% | 不變 |
| Olistico Wealth, LLC | 1,572 | $40.4 萬 | 0.26% | +502+46.9% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,573 | $40.4 萬 | 0.15% | +1,573 | 新進 |
| Beaton Management Co. Inc. | 1,575 | $40.5 萬 | 0.22% | +44+2.9% | 加碼 |
| DCM Advisors, LLC | 1,580 | $40.6 萬 | 0.21% | +275+21.1% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,586 | $40.8 萬 | 0.12% | −150−8.6% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 1,589 | $40.9 萬 | 0.01% | +1,589 | 新進 |
| Trilogy Capital Inc. | 1,594 | $41.0 萬 | 0.02% | +337+26.8% | 加碼 |
| JNBA Financial Advisors | 1,597 | $41.1 萬 | 0.04% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 1,599 | $41.1 萬 | 0.15% | +419+35.5% | 加碼 |
| Park National Corp | 1,600 | $41.1 萬 | 0.02% | −180−10.1% | 減碼 |
| Financial Advisory Corp | 1,606 | $41.3 萬 | 0.17% | −933−36.7% | 減碼 |
| Apexium Financial, LP | 1,607 | $41.3 萬 | 0.03% | −186−10.4% | 減碼 |
| Whitaker-Myers Wealth Managers, LTD. | 1,609 | $41.4 萬 | 0.15% | +297+22.6% | 加碼 |
| Busey Wealth Management | 1,610 | $41.4 萬 | 0.01% | +89+5.9% | 加碼 |
| LJI Wealth Management, LLC | 1,611 | $41.4 萬 | 0.09% | +1,611 | 新進 |
| Fountainhead AM, LLC | 1,611 | $41.4 萬 | 0.10% | +75+4.9% | 加碼 |
| West Family Investments, Inc. | 1,619 | $41.6 萬 | 0.12% | −439−21.3% | 減碼 |
| FFT Wealth Management LLC | 1,625 | $41.8 萬 | 0.04% | −218−11.8% | 減碼 |
| West Michigan Advisors, LLC | 1,625 | $41.8 萬 | 0.13% | −39−2.3% | 減碼 |
| MRP Capital Investments, LLC | 1,629 | $41.9 萬 | 0.39% | +1,629 | 新進 |
| Gemmer Asset Management LLC | 1,631 | $41.9 萬 | 0.05% | +12+0.7% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,633 | $42.0 萬 | 0.15% | −47−2.8% | 減碼 |
| Advisor OS, LLC | 1,633 | $42.0 萬 | 0.05% | −139−7.8% | 減碼 |
| Good Life Advisors, LLC | 1,635 | $42.0 萬 | 0.03% | +209+14.7% | 加碼 |
| V2 Financial group LLC | 1,628 | $42.1 萬 | 0.28% | −1,362−45.6% | 減碼 |
| Clarity Wealth Advisors, LLC | 1,638 | $42.1 萬 | 0.14% | +9+0.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 1,645 | $42.3 萬 | 0.01% | +334+25.5% | 加碼 |
| LBMC Investment Advisors, LLC | 1,646 | $42.3 萬 | 0.04% | +1,646 | 新進 |
| Beacon Financial Advisory LLC | 1,647 | $42.4 萬 | 0.16% | +334+25.4% | 加碼 |
| Arden Trust Co | 1,648 | $42.4 萬 | 0.06% | −6−0.4% | 減碼 |
| American National Bank | 1,657 | $42.6 萬 | 0.05% | −1,571−48.7% | 減碼 |
| Hyperion Partners, LLC | 1,660 | $42.7 萬 | 0.30% | +9+0.5% | 加碼 |
| Howland Capital Management LLC | 1,665 | $42.8 萬 | 0.02% | +1,665 | 新進 |
| Convergence Investment Partners, LLC | 1,667 | $42.9 萬 | 0.13% | −2,891−63.4% | 減碼 |
| Pioneer Wealth Management Group | 1,668 | $42.9 萬 | 0.23% | +812+94.9% | 加碼 |
| GYL Financial Synergies, LLC | 1,669 | $42.9 萬 | 0.03% | −289−14.8% | 減碼 |
| Legacy Edge Advisors, LLC | 1,671 | $43.0 萬 | 0.08% | +395+31.0% | 加碼 |
| SlateStone Wealth, LLC | 1,673 | $43.0 萬 | 0.05% | +155+10.2% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 1,680 | $43.2 萬 | 0.14% | +1,680 | 新進 |
| LaSalle St. Investment Advisors, LLC | 1,686 | $43.4 萬 | 0.22% | −222−11.6% | 減碼 |
| One Wealth Advisors, LLC | 1,724 | $43.5 萬 | 0.09% | −41−2.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 1,696 | $43.6 萬 | 0.09% | +726+74.8% | 加碼 |
| J. W. Coons Advisors, LLC | 1,702 | $43.8 萬 | 0.11% | +421+32.9% | 加碼 |
| Capital Performance Advisors LLP | 1,703 | $43.8 萬 | 0.17% | +19+1.1% | 加碼 |
| Peninsula Wealth, LLC | 1,725 | $43.8 萬 | 0.08% | −34−1.9% | 減碼 |
| Wayfinding Financial, LLC | 1,708 | $43.9 萬 | 0.25% | −56−3.2% | 減碼 |
| Moss Adams Wealth Advisors LLC | 1,714 | $44.1 萬 | 0.06% | −157−8.4% | 減碼 |
| Cedar Wealth Management, LLC | 1,716 | $44.1 萬 | 0.14% | −24−1.4% | 減碼 |
| West Branch Capital LLC | 1,718 | $44.2 萬 | 0.16% | +334+24.1% | 加碼 |
| Wedge Capital Management L L P | 1,719 | $44.2 萬 | 0.01% | −10−0.6% | 減碼 |
| Richardson Financial Services Inc. | 1,726 | $44.4 萬 | 0.32% | −54−3.0% | 減碼 |