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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 6,423 | $165.1 萬 | 0.73% | +144+2.3% | 加碼 |
| Keudell/Morrison Wealth Management | 6,407 | $164.7 萬 | 0.48% | +72+1.1% | 加碼 |
| Plancorp, LLC | 6,400 | $164.5 萬 | 0.07% | −31−0.5% | 減碼 |
| Jamison Private Wealth Management, Inc. | 6,398 | $164.5 萬 | 0.27% | +127+2.0% | 加碼 |
| Invera Wealth Advisors, LLC | 6,532 | $164.0 萬 | 1.68% | −213−3.2% | 減碼 |
| Central Bank & Trust Co | 6,360 | $163.5 萬 | 0.23% | +2,561+67.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 6,315 | $163.4 萬 | 0.11% | +411+7.0% | 加碼 |
| StoneX Group Inc. | 6,327 | $162.7 萬 | 0.13% | +770+13.9% | 加碼 |
| Rossmore Private Capital | 6,320 | $162.5 萬 | 0.21% | +37+0.6% | 加碼 |
| Quadcap Wealth Management, LLC | 6,297 | $161.9 萬 | 0.29% | +170+2.8% | 加碼 |
| Baker Tilly Wealth Management, LLC | 6,283 | $161.5 萬 | 0.66% | −11,541−64.7% | 減碼 |
| First County Bank | 6,282 | $161.5 萬 | 0.83% | −407−6.1% | 減碼 |
| Pictet Bank & Trust Ltd | 6,276 | $161.4 萬 | 1.65% | +250+4.1% | 加碼 |
| PFG Investments, LLC | 6,276 | $161.3 萬 | 0.12% | −7,063−52.9% | 減碼 |
| ORG Partners LLC | 6,295 | $161.3 萬 | 0.20% | +6,068+2,673.1% | 加碼 |
| Coastline Trust Co | 6,268 | $161.2 萬 | 0.19% | −4,151−39.8% | 減碼 |
| Regatta Capital Group, LLC | 6,249 | $160.7 萬 | 0.35% | +357+6.1% | 加碼 |
| Canopy Partners, LLC | 6,205 | $159.5 萬 | 0.74% | −55−0.9% | 減碼 |
| Strengthening Families & Communities, LLC | 6,205 | $159.5 萬 | 0.46% | +763+14.0% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 6,181 | $158.9 萬 | 0.12% | −204−3.2% | 減碼 |
| Unique Wealth, LLC | 6,174 | $158.7 萬 | 0.42% | +2,528+69.3% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 6,170 | $158.6 萬 | 0.60% | +671+12.2% | 加碼 |
| Concord Wealth Partners | 6,152 | $158.2 萬 | 0.28% | −600−8.9% | 減碼 |
| BOK Financial Private Wealth, Inc. | 6,150 | $158.1 萬 | 0.11% | +24+0.4% | 加碼 |
| Redmond Asset Management, LLC | 6,149 | $158.1 萬 | 0.52% | −463−7.0% | 減碼 |
| Cooper Financial Group | 6,145 | $158.0 萬 | 0.23% | −398−6.1% | 減碼 |
| Stablepoint Partners, LLC | 6,097 | $157.7 萬 | 0.31% | −743−10.9% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 6,118 | $157.3 萬 | 0.97% | −4,129−40.3% | 減碼 |
| Geneva Capital Management LLC | 6,116 | $157.2 萬 | 0.03% | −1,523−19.9% | 減碼 |
| Platform Technology Partners | 6,102 | $156.9 萬 | 0.54% | +6,102 | 新進 |
| VELA Investment Management, LLC | 6,065 | $155.9 萬 | 0.55% | +846+16.2% | 加碼 |
| Sanders Morris Harris LLC | 6,061 | $155.8 萬 | 0.26% | 00.0% | 不變 |
| Oak Harvest Investment Services | 6,038 | $155.2 萬 | 0.25% | −374−5.8% | 減碼 |
| Global X Japan Co., Ltd. | 6,034 | $155.1 萬 | 0.22% | +6,034 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,019 | $154.8 萬 | 0.05% | +504+9.1% | 加碼 |
| Signature Wealth Management Group | 6,012 | $154.6 萬 | 0.68% | +1,643+37.6% | 加碼 |
| Acorn Financial Advisory Services Inc | 6,010 | $154.5 萬 | 0.29% | +4+0.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 6,006 | $154.4 萬 | 0.01% | −190,807−96.9% | 減碼 |
| Ramirez Asset Management, Inc. | 5,986 | $153.9 萬 | 0.31% | +92+1.6% | 加碼 |
| Scott & Selber, Inc. | 5,956 | $153.1 萬 | 0.49% | +97+1.7% | 加碼 |
| Resources Management Corp | 5,942 | $152.8 萬 | 0.22% | +323+5.7% | 加碼 |
| Gilbert & Cook, Inc. | 5,927 | $152.4 萬 | 0.22% | −603−9.2% | 減碼 |
| Scientech Research LLC | 5,918 | $152.2 萬 | 0.31% | +3,048+106.2% | 加碼 |
| TRUE Private Wealth Advisors | 5,895 | $151.6 萬 | 0.17% | +35+0.6% | 加碼 |
| Rehmann Capital Advisory Group | 5,894 | $151.5 萬 | 0.11% | +220+3.9% | 加碼 |
| Parcion Private Wealth LLC | 5,879 | $151.1 萬 | 0.14% | +560+10.5% | 加碼 |
| Concord Asset Management, LLC | 5,870 | $150.9 萬 | 0.37% | −96−1.6% | 減碼 |
| Signet Financial Management, LLC | 5,864 | $150.8 萬 | 0.20% | −26−0.4% | 減碼 |
| Riverview Capital Advisers, LLC | 5,852 | $150.5 萬 | 0.51% | −47−0.8% | 減碼 |
| Jacobi Capital Management LLC | 5,840 | $150.1 萬 | 0.13% | −578−9.0% | 減碼 |
| Intact Investment Management Inc. | 5,820 | $149.6 萬 | 0.06% | +2,250+63.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,805 | $149.3 萬 | 0.29% | +1,475+34.1% | 加碼 |
| AA Financial Advisors, LLC | 5,799 | $149.1 萬 | 0.53% | −219−3.6% | 減碼 |
| Doliver Advisors, LP | 5,788 | $148.8 萬 | 0.42% | −35−0.6% | 減碼 |
| Capital Advisors Wealth Management, LLC | 5,780 | $148.6 萬 | 0.29% | +2,127+58.2% | 加碼 |
| Granite Investment Partners, LLC | 5,756 | $148.0 萬 | 0.06% | −8,926−60.8% | 減碼 |
| Future Fund LLC | 5,775 | $148.0 萬 | 3.71% | +4,113+247.5% | 加碼 |
| Crown Wealth Group, LLC | 5,743 | $147.7 萬 | 0.74% | +4,476+353.3% | 加碼 |
| KRS Capital Management, LLC | 5,716 | $147.0 萬 | 1.10% | +10+0.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,716 | $147.0 萬 | 0.26% | −114−2.0% | 減碼 |
| Chicago Trust Co NA | 5,714 | $146.9 萬 | 0.30% | +82+1.5% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,713 | $146.9 萬 | 0.08% | −165,423−96.7% | 減碼 |
| Lazari Capital Management, Inc. | 5,677 | $146.0 萬 | 0.66% | +242+4.5% | 加碼 |
| Fred Alger Management, LLC | 5,653 | $145.3 萬 | 0.01% | −25,224−81.7% | 減碼 |
| Capstone Triton Financial Group, LLC | 5,648 | $145.2 萬 | 1.02% | +113+2.0% | 加碼 |
| Quantum Private Wealth, LLC | 5,626 | $144.6 萬 | 0.51% | −394−6.5% | 減碼 |
| Lindbrook Capital, LLC | 5,615 | $144.3 萬 | 0.14% | −393−6.5% | 減碼 |
| 1st Source Bank | 5,569 | $143.2 萬 | 0.08% | +1,496+36.7% | 加碼 |
| Northwest Bank & Trust Co | 5,550 | $142.7 萬 | 1.19% | −268−4.6% | 減碼 |
| Davenport & Co LLC | 5,549 | $142.7 萬 | 0.01% | +755+15.7% | 加碼 |
| Legal Advantage Investments, Inc. | 5,546 | $142.6 萬 | 0.82% | −25−0.4% | 減碼 |
| Harfst & Associates, Inc. | 5,540 | $142.4 萬 | 0.33% | +203+3.8% | 加碼 |
| AlphaCore Capital LLC | 5,533 | $142.3 萬 | 0.34% | +1,257+29.4% | 加碼 |
| CX Institutional | 5,527 | $142.1 萬 | 0.07% | −37−0.7% | 減碼 |
| ProVise Management Group, LLC | 5,518 | $141.9 萬 | 0.12% | +56+1.0% | 加碼 |
| Stonebrook Private Inc. | 5,493 | $141.2 萬 | 0.41% | +1,017+22.7% | 加碼 |
| Ashton Thomas Securities, LLC | 5,595 | $141.2 萬 | 0.34% | +5,595 | 新進 |
| Dearborn Partners LLC | 5,488 | $141.1 萬 | 0.06% | 00.0% | 不變 |
| Dover Advisors, LLC | 5,477 | $140.8 萬 | 0.87% | +2,301+72.4% | 加碼 |
| Sunbelt Securities, Inc. | 5,468 | $140.6 萬 | 0.14% | −1,547−22.1% | 減碼 |
| Oxler Private Wealth LLC | 5,462 | $140.4 萬 | 0.52% | +5+0.1% | 加碼 |
| Aaron Wealth Advisors | 5,462 | $140.4 萬 | 0.19% | −837−13.3% | 減碼 |
| Alta Wealth Advisors LLC | 5,459 | $140.4 萬 | 0.70% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 5,453 | $140.2 萬 | 1.17% | +975+21.8% | 加碼 |
| Ballast, Inc. | 5,425 | $139.5 萬 | 0.43% | +310+6.1% | 加碼 |
| World Equity Group, Inc. | 5,402 | $138.9 萬 | 0.41% | +350+6.9% | 加碼 |
| St. Clair Advisors, LLC | 5,394 | $138.7 萬 | 0.44% | +3,047+129.8% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,373 | $138.1 萬 | 0.36% | +329+6.5% | 加碼 |
| Ironwood Investment Management LLC | 5,363 | $137.9 萬 | 0.74% | 00.0% | 不變 |
| Syon Capital LLC | 5,363 | $137.9 萬 | 0.13% | +7+0.1% | 加碼 |
| Cornerstone National Bank & Trust Co | 5,340 | $137.3 萬 | 0.67% | +619+13.1% | 加碼 |
| Avantax Planning Partners, Inc. | 5,305 | $136.4 萬 | 0.04% | −88−1.6% | 減碼 |
| Flynn Zito Capital Management, LLC | 5,304 | $136.4 萬 | 0.70% | −3,668−40.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 5,296 | $136.2 萬 | 0.09% | −13,708−72.1% | 減碼 |
| Apella Capital, LLC | 5,390 | $136.1 萬 | 0.06% | −7−0.1% | 減碼 |
| Privium Fund Management (UK) Ltd | 5,205 | $135.8 萬 | 0.53% | −1,300−20.0% | 減碼 |
| Secure Asset Management, LLC | 5,260 | $135.2 萬 | 0.26% | +1,100+26.4% | 加碼 |
| Thor Investment Management Inc | 5,256 | $135.1 萬 | 1.06% | +28+0.5% | 加碼 |
| Sapient Capital LLC | 5,243 | $134.8 萬 | 0.03% | −388−6.9% | 減碼 |
| Johnson Financial Group, Inc. | 5,202 | $133.7 萬 | 0.06% | +2,670+105.5% | 加碼 |