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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 9,551 | $245.6 萬 | 0.01% | −232−2.4% | 減碼 |
| Jump Financial, LLC | 9,531 | $245.0 萬 | 0.05% | −4,245−30.8% | 減碼 |
| Scharf Investments, LLC | 9,480 | $243.7 萬 | 0.07% | +3,232+51.7% | 加碼 |
| Atomi Financial Group, Inc. | 9,410 | $241.9 萬 | 0.18% | +1,503+19.0% | 加碼 |
| Nikulski Financial, Inc. | 9,379 | $241.1 萬 | 0.77% | +733+8.5% | 加碼 |
| Teamwork Financial Advisors, LLC | 9,374 | $241.0 萬 | 0.36% | +3,789+67.8% | 加碼 |
| Stamos Capital Partners, L.P. | 9,310 | $239.4 萬 | 0.51% | +4,450+91.6% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,280 | $238.6 萬 | 0.41% | +534+6.1% | 加碼 |
| Boomfish Wealth Group, LLC | 9,274 | $238.4 萬 | 1.54% | +711+8.3% | 加碼 |
| Fulton Bank, N.A. | 9,231 | $237.3 萬 | 0.10% | +125+1.4% | 加碼 |
| Great Lakes Retirement, Inc. | 9,214 | $236.9 萬 | 0.32% | +874+10.5% | 加碼 |
| Winton Group Ltd | 9,161 | $235.5 萬 | 0.16% | −2,102−18.7% | 減碼 |
| Aft, Forsyth & Sober, LLC | 9,150 | $235.2 萬 | 0.81% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 9,137 | $234.9 萬 | 0.24% | +781+9.3% | 加碼 |
| Private Trust Co NA | 9,126 | $234.6 萬 | 0.25% | −1,465−13.8% | 減碼 |
| Congress Park Capital LLC | 9,115 | $234.3 萬 | 0.94% | +6,080+200.3% | 加碼 |
| Welch & Forbes LLC | 9,244 | $234.2 萬 | 0.03% | +353+4.0% | 加碼 |
| Norway Savings Bank | 9,087 | $233.6 萬 | 1.33% | +743+8.9% | 加碼 |
| Beaumont Asset Management, L.L.C. | 9,052 | $232.7 萬 | 1.50% | −31−0.3% | 減碼 |
| Wealth Alliance | 9,032 | $232.2 萬 | 0.30% | −2,325−20.5% | 減碼 |
| Adviser Investments LLC | 9,031 | $232.2 萬 | 0.03% | −10,637−54.1% | 減碼 |
| Triangle Securities Wealth Management | 9,028 | $232.1 萬 | 0.66% | +43+0.5% | 加碼 |
| Gibbs Wealth Management | 8,967 | $230.5 萬 | 0.93% | +2,954+49.1% | 加碼 |
| Segment Wealth Management, LLC | 8,942 | $229.9 萬 | 0.17% | +361+4.2% | 加碼 |
| Principle Wealth Partners LLC | 8,924 | $229.4 萬 | 0.17% | −59−0.7% | 減碼 |
| Fidelis Capital Partners, LLC | 9,543 | $229.1 萬 | 0.33% | +320+3.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 8,903 | $228.9 萬 | 0.72% | +5+0.1% | 加碼 |
| iA Global Asset Management Inc. | 8,880 | $228.3 萬 | 0.04% | −52,102−85.4% | 減碼 |
| Financial Advocates Investment Management | 8,848 | $227.5 萬 | 0.14% | +1,360+18.2% | 加碼 |
| Venturi Wealth Management, LLC | 7,083 | $225.8 萬 | 0.13% | +1,440+25.5% | 加碼 |
| TSFG, LLC | 8,740 | $224.7 萬 | 0.53% | +6,945+386.9% | 加碼 |
| Penserra Capital Management LLC | 8,720 | $224.2 萬 | 0.03% | −5,179−37.3% | 減碼 |
| AMG National Trust Bank | 8,669 | $222.9 萬 | 0.06% | +183+2.2% | 加碼 |
| EPG Wealth Management LLC | 0 | $221.7 萬 | 0.52% | −8,264−100.0% | 減碼 |
| Peterson Wealth Management | 8,603 | $221.2 萬 | 1.37% | +2,158+33.5% | 加碼 |
| Avestar Capital, LLC | 8,597 | $221.0 萬 | 0.24% | +1,776+26.0% | 加碼 |
| MV Capital Management, Inc. | 8,561 | $220.1 萬 | 0.25% | +91+1.1% | 加碼 |
| Cornercap Investment Counsel Inc | 8,552 | $219.9 萬 | 0.36% | −178−2.0% | 減碼 |
| Missouri Trust & Investment Co | 8,537 | $219.5 萬 | 0.83% | −70−0.8% | 減碼 |
| Pinnacle Holdings, LLC | 8,512 | $218.8 萬 | 0.89% | −145−1.7% | 減碼 |
| Bell Bank | 8,488 | $218.2 萬 | 0.18% | +788+10.2% | 加碼 |
| Harvey Capital Management Inc | 8,475 | $217.9 萬 | 0.57% | −100−1.2% | 減碼 |
| New Insight Wealth Advisors | 8,471 | $217.8 萬 | 1.28% | −146−1.7% | 減碼 |
| SageView Advisory Group, LLC | 8,446 | $217.2 萬 | 0.10% | +5,383+175.7% | 加碼 |
| Forum Financial Management, LP | 8,440 | $217.0 萬 | 0.04% | +219+2.7% | 加碼 |
| Fiduciary Group LLC | 8,434 | $216.8 萬 | 0.23% | −90−1.1% | 減碼 |
| RMR Wealth Builders | 8,424 | $216.6 萬 | 0.25% | −216−2.5% | 減碼 |
| Voya Financial Advisors, Inc. | 8,520 | $215.4 萬 | 0.24% | +1,563+22.5% | 加碼 |
| L.M. Kohn & Company | 8,365 | $215.1 萬 | 0.58% | −361−4.1% | 減碼 |
| Sofos Investments, Inc. | 8,348 | $214.7 萬 | 0.54% | −7,621−47.7% | 減碼 |
| Park Place Capital Corp | 8,323 | $214.0 萬 | 0.68% | −316−3.7% | 減碼 |
| Chickasaw Capital Management LLC | 8,295 | $213.3 萬 | 0.09% | −105−1.3% | 減碼 |
| Applied Finance Capital Management, LLC | 8,287 | $213.1 萬 | 0.10% | +8,287 | 新進 |
| FOCUS Wealth Advisors, LLC | 8,272 | $212.7 萬 | 1.09% | +804+10.8% | 加碼 |
| Orin Green Financial, LLC | 8,270 | $212.6 萬 | 0.98% | – | – |
| Edge Capital Group, LLC | 8,261 | $212.4 萬 | 0.10% | +158+1.9% | 加碼 |
| Nicolet Bankshares Inc | 8,252 | $212.2 萬 | 0.53% | −285−3.3% | 減碼 |
| Thrive Wealth Management, LLC | 8,232 | $211.6 萬 | 0.41% | −454−5.2% | 減碼 |
| Aspiriant, LLC | 8,207 | $211.0 萬 | 0.09% | −2,287−21.8% | 減碼 |
| IFP Advisors, Inc | 8,185 | $210.4 萬 | 0.08% | +1,982+32.0% | 加碼 |
| Citizens & Northern Corp | 8,169 | $210.0 萬 | 0.66% | −252−3.0% | 減碼 |
| Charter Oak Capital Management, LLC | 8,139 | $209.3 萬 | 0.22% | −897−9.9% | 減碼 |
| Pensionmark Financial Group, LLC | 8,122 | $208.8 萬 | 0.13% | +8,122 | 新進 |
| Core Wealth Advisors, Inc. | 8,115 | $208.6 萬 | 0.71% | −1,011−11.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 8,107 | $208.4 萬 | 1.64% | +1,175+17.0% | 加碼 |
| Bangor Savings Bank | 8,097 | $208.2 萬 | 0.21% | −65−0.8% | 減碼 |
| Shaker Investments LLC | 8,085 | $207.9 萬 | 0.90% | −30−0.4% | 減碼 |
| Wealth Management Partners, LLC | 8,043 | $206.8 萬 | 1.01% | +132+1.7% | 加碼 |
| Naviter Wealth, LLC | 8,026 | $206.3 萬 | 0.31% | +951+13.4% | 加碼 |
| Skopos Labs, Inc. | 6,821 | $206.2 萬 | 0.89% | 00.0% | 不變 |
| Cohen Investment Advisors LLC | 10,146 | $205.7 萬 | 1.65% | −447−4.2% | 減碼 |
| Colonial River Wealth Management, LLC | 8,001 | $205.7 萬 | 1.11% | +6,845+592.1% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $205.7 萬 | 0.63% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 7,982 | $205.2 萬 | 0.32% | −206−2.5% | 減碼 |
| Meiji Yasuda Life Insurance Co | 7,980 | $205.2 萬 | 0.04% | −31,563−79.8% | 減碼 |
| Navalign, LLC | 7,936 | $204.0 萬 | 0.64% | +284+3.7% | 加碼 |
| TD Private Client Wealth LLC | 7,934 | $204.0 萬 | 0.06% | −3,011−27.5% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 7,933 | $204.0 萬 | 1.00% | +1,301+19.6% | 加碼 |
| South Dakota Investment Council | 7,928 | $203.8 萬 | 0.04% | −9−0.1% | 減碼 |
| Shepherd Financial Partners LLC | 7,923 | $203.7 萬 | 0.26% | +19+0.2% | 加碼 |
| Stonegate Investment Group, LLC | 7,893 | $202.9 萬 | 0.06% | +722+10.1% | 加碼 |
| L & S Advisors Inc | 7,891 | $202.9 萬 | 0.23% | −10,612−57.4% | 減碼 |
| Buckingham Strategic Wealth, LLC | 7,885 | $202.7 萬 | 0.02% | +1,229+18.5% | 加碼 |
| Ameritas Advisory Services, LLC | 7,868 | $202.3 萬 | 0.08% | +417+5.6% | 加碼 |
| FinTrust Capital Advisors, LLC | 7,858 | $202.0 萬 | 0.38% | −22−0.3% | 減碼 |
| Albion Financial Group | 7,850 | $201.8 萬 | 0.15% | −41−0.5% | 減碼 |
| Field & Main Bank | 7,847 | $201.7 萬 | 0.76% | −72−0.9% | 減碼 |
| Mirabella Financial Services LLP | 7,829 | $201.3 萬 | 0.15% | −19,984−71.9% | 減碼 |
| Archford Capital Strategies, LLC | 7,814 | $200.9 萬 | 0.33% | +703+9.9% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,791 | $200.3 萬 | 0.19% | −14−0.2% | 減碼 |
| GraniteShares Advisors LLC | 7,758 | $199.5 萬 | 0.66% | +1,408+22.2% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 7,755 | $199.4 萬 | 0.78% | +218+2.9% | 加碼 |
| Ascent Wealth Partners, LLC | 7,722 | $198.5 萬 | 0.29% | +94+1.2% | 加碼 |
| Wealthspire Advisors, LLC | 7,718 | $198.4 萬 | 0.03% | +145+1.9% | 加碼 |
| Center for Financial Planning, Inc. | 7,688 | $197.7 萬 | 0.29% | +11+0.1% | 加碼 |
| DeDora Capital, Inc. | 7,680 | $197.5 萬 | 0.61% | +582+8.2% | 加碼 |
| Leo Wealth, LLC | 7,690 | $197.3 萬 | 0.20% | +4,086+113.4% | 加碼 |
| Umpqua Bank | 7,674 | $197.3 萬 | 0.76% | +194+2.6% | 加碼 |
| Cardiff Park Advisors, LLC | 7,664 | $197.0 萬 | 0.19% | +22+0.3% | 加碼 |
| GTS Securities LLC | 7,649 | $196.7 萬 | 0.04% | −77,130−91.0% | 減碼 |