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
- 2,629
- 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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 3,387 | $87.1 萬 | 0.34% | +3,387 | 新進 |
| Ironwood Investment Counsel, LLC | 3,385 | $87.0 萬 | 0.16% | −40−1.2% | 減碼 |
| Monetary Management Group Inc | 3,365 | $86.5 萬 | 0.23% | −675−16.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,336 | $85.8 萬 | 0.01% | −831−19.9% | 減碼 |
| Chemung Canal Trust Co | 3,335 | $85.7 萬 | 0.17% | −15,671−82.5% | 減碼 |
| Alpha Cubed Investments, LLC | 3,316 | $85.3 萬 | 0.04% | −24−0.7% | 減碼 |
| Kirtland Hills Capital Management, LLC | 3,313 | $85.2 萬 | 0.71% | +159+5.0% | 加碼 |
| FLC Capital Advisors | 3,312 | $85.2 萬 | 0.21% | +112+3.5% | 加碼 |
| Staley Capital Advisers Inc | 3,305 | $85.0 萬 | 0.04% | −160−4.6% | 減碼 |
| Northern Oak Wealth Management Inc | 3,299 | $84.8 萬 | 0.10% | +1,333+67.8% | 加碼 |
| Principal Street Partners, LLC | 3,263 | $83.9 萬 | 0.15% | +90+2.8% | 加碼 |
| Prossimo Advisors, LLC | 3,261 | $83.8 萬 | 0.76% | +1,469+82.0% | 加碼 |
| Calamos Wealth Management LLC | 3,253 | $83.6 萬 | 0.04% | −101−3.0% | 減碼 |
| Baron Wealth Management LLC | 3,242 | $83.4 萬 | 0.43% | −65−2.0% | 減碼 |
| Belpointe Asset Management LLC | 3,230 | $83.1 萬 | 0.06% | −1,308−28.8% | 減碼 |
| Rinkey Investments | 3,227 | $83.0 萬 | 0.30% | +3,227 | 新進 |
| Continuum Advisory, LLC | 3,222 | $82.8 萬 | 0.12% | +207+6.9% | 加碼 |
| Copperwynd Financial, LLC | 3,197 | $82.7 萬 | 0.27% | +599+23.1% | 加碼 |
| Bullock Wealth Management Group | 3,220 | $82.5 萬 | 0.54% | +148+4.8% | 加碼 |
| Essex Financial Services, Inc. | 3,312 | $82.5 萬 | 0.06% | +464+16.3% | 加碼 |
| My Legacy Advisors, LLC | 3,201 | $82.3 萬 | 0.26% | +341+11.9% | 加碼 |
| Wolff Wiese Magana LLC | 3,193 | $82.1 萬 | 0.65% | +503+18.7% | 加碼 |
| Cromwell Holdings LLC | 3,188 | $82.0 萬 | 0.49% | +3,188 | 新進 |
| Stock Yards Bank & Trust Co | 3,171 | $81.5 萬 | 0.03% | −50−1.6% | 減碼 |
| BSW Wealth Partners | 3,169 | $81.5 萬 | 0.13% | −41−1.3% | 減碼 |
| Maia Wealth LLC | 3,220 | $81.4 萬 | 0.25% | +3,220 | 新進 |
| First National Bank | 3,162 | $81.3 萬 | 0.60% | −72−2.2% | 減碼 |
| Allstate Corp | 3,162 | $81.3 萬 | 0.07% | −241−7.1% | 減碼 |
| Visionary Wealth Advisors | 3,153 | $81.1 萬 | 0.05% | −48−1.5% | 減碼 |
| Capital Management Associates | 3,150 | $81.0 萬 | 0.96% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,147 | $80.9 萬 | 0.03% | −11−0.3% | 減碼 |
| Cyr Financial Inc. | 3,140 | $80.7 萬 | 0.81% | +3,140 | 新進 |
| Davis R M Inc | 3,119 | $80.2 萬 | 0.02% | −25−0.8% | 減碼 |
| Soltis Investment Advisors LLC | 3,114 | $80.1 萬 | 0.08% | −20,326−86.7% | 減碼 |
| River & Mercantile Asset Management LLP | 3,107 | $79.9 萬 | 0.22% | −4,777−60.6% | 減碼 |
| Simon Quick Advisors, LLC | 3,102 | $79.8 萬 | 0.06% | −1,148−27.0% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 3,098 | $79.6 萬 | 0.75% | −125−3.9% | 減碼 |
| Larson Financial Group LLC | 3,081 | $79.2 萬 | 0.05% | +2,063+202.7% | 加碼 |
| KG&L Capital Management,LLC | 3,079 | $79.2 萬 | 0.27% | +1,563+103.1% | 加碼 |
| Aviso Wealth Management | 3,075 | $79.1 萬 | 0.47% | +302+10.9% | 加碼 |
| Quent Capital, LLC | 3,067 | $78.9 萬 | 0.09% | −9−0.3% | 減碼 |
| Parkside Financial Bank & Trust | 3,065 | $78.8 萬 | 0.12% | −95−3.0% | 減碼 |
| BluePath Capital Management, LLC | 3,064 | $78.8 萬 | 0.56% | +766+33.3% | 加碼 |
| Milestone Asset Management, LLC | 3,063 | $78.8 萬 | 0.20% | −306−9.1% | 減碼 |
| Virtus ETF Advisers LLC | 3,052 | $78.5 萬 | 0.38% | +316+11.5% | 加碼 |
| Centiva Capital, LP | 3,045 | $78.3 萬 | 0.04% | −2,413−44.2% | 減碼 |
| Roman Butler Fullerton & Co | 3,089 | $78.0 萬 | 0.25% | −4,797−60.8% | 減碼 |
| EPIQ Capital Group, LLC | 3,034 | $78.0 萬 | 0.27% | +219+7.8% | 加碼 |
| Corvex Management LP | 3,032 | $78.0 萬 | 0.04% | 00.0% | 不變 |
| Smithfield Trust Co | 3,017 | $77.8 萬 | 0.04% | −142−4.5% | 減碼 |
| Wealth Advisors of Iowa, LLC | 3,024 | $77.8 萬 | 0.43% | +5+0.2% | 加碼 |
| Marcum Wealth, LLC | 3,015 | $77.5 萬 | 0.08% | +59+2.0% | 加碼 |
| Meridian Investment Counsel Inc. | 3,013 | $77.5 萬 | 0.25% | +733+32.1% | 加碼 |
| First Citizens Bank & Trust Co | 3,008 | $77.3 萬 | 0.01% | +248+9.0% | 加碼 |
| Probity Advisors, Inc. | 2,979 | $76.6 萬 | 0.16% | +175+6.2% | 加碼 |
| Tranquility Partners, LLC | 2,974 | $76.5 萬 | 0.29% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 2,969 | $76.3 萬 | 0.05% | +24+0.8% | 加碼 |
| Kensington Investment Counsel, LLC | 2,963 | $76.2 萬 | 0.34% | +560+23.3% | 加碼 |
| Consilium Wealth Advisory, LLC | 2,960 | $76.1 萬 | 0.42% | −1,249−29.7% | 減碼 |
| Correct Capital Wealth Management | 2,951 | $75.9 萬 | 0.18% | +1,915+184.8% | 加碼 |
| First Trust Investment Solutions L.P. | 2,951 | $75.9 萬 | 0.11% | +1,333+82.4% | 加碼 |
| Knuff & Co LLC | 2,940 | $75.6 萬 | 0.25% | 00.0% | 不變 |
| Alpha Family Trust | 2,935 | $75.5 萬 | 0.44% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,939 | $75.4 萬 | 0.39% | +13+0.4% | 加碼 |
| Burford Brothers, Inc. | 2,928 | $75.3 萬 | 0.44% | +395+15.6% | 加碼 |
| Cape Investment Advisory, Inc. | 2,927 | $75.3 萬 | 0.34% | +975+49.9% | 加碼 |
| Bienville Capital Management, LLC | 2,924 | $75.2 萬 | 0.18% | 00.0% | 不變 |
| TFG Advisers LLC | 2,912 | $74.9 萬 | 0.29% | +92+3.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,919 | $74.5 萬 | 0.01% | +936+47.2% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,872 | $73.8 萬 | 0.08% | +1,385+93.1% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,861 | $73.5 萬 | 0.10% | −216−7.0% | 減碼 |
| Avitas Wealth Management LLC | 2,855 | $73.4 萬 | 0.11% | −153−5.1% | 減碼 |
| Mill Creek Capital Advisors, LLC | 2,839 | $73.0 萬 | 0.02% | +240+9.2% | 加碼 |
| S&CO Inc | 2,839 | $72.9 萬 | 0.05% | −132−4.4% | 減碼 |
| Cascade Investment Group, Inc. | 2,810 | $72.2 萬 | 0.56% | −110−3.8% | 減碼 |
| King Wealth | 2,802 | $72.0 萬 | 0.12% | +2,132+318.2% | 加碼 |
| Exane Asset Management | 2,790 | $71.7 萬 | 0.50% | +2,790 | 新進 |
| Evermay Wealth Management LLC | 2,779 | $71.4 萬 | 0.11% | +900+47.9% | 加碼 |
| Angeles Investment Advisors, LLC | 2,773 | $71.3 萬 | 0.04% | +211+8.2% | 加碼 |
| Mathes Company, Inc. | 2,725 | $70.1 萬 | 0.25% | −100−3.5% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,716 | $69.8 萬 | 0.15% | −500−15.5% | 減碼 |
| Seaport Global Advisors, LLC | 2,715 | $69.8 萬 | 2.50% | 00.0% | 不變 |
| High Note Wealth, LLC | 2,712 | $69.7 萬 | 0.21% | +48+1.8% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 2,645 | $69.6 萬 | 0.14% | −211−7.4% | 減碼 |
| Alta Advisers Ltd | 2,700 | $69.4 萬 | 0.33% | 00.0% | 不變 |
| Osterweis Capital Management Inc | 2,695 | $69.3 萬 | 0.04% | −100−3.6% | 減碼 |
| OneAscent Financial Services LLC | 2,686 | $69.1 萬 | 0.10% | +215+8.7% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,687 | $69.1 萬 | 0.59% | −205−7.1% | 減碼 |
| Austin Private Wealth, LLC | 2,687 | $69.1 萬 | 0.07% | −104−3.7% | 減碼 |
| Poehling Capital Management, LLC | 2,681 | $68.9 萬 | 0.19% | +2,681 | 新進 |
| Carret Asset Management, LLC | 2,679 | $68.9 萬 | 0.08% | +5+0.2% | 加碼 |
| Savvy Advisors, Inc. | 2,666 | $68.5 萬 | 0.22% | +1,278+92.1% | 加碼 |
| Valmark Advisers, Inc. | 2,657 | $68.3 萬 | 0.01% | −703−20.9% | 減碼 |
| Financial Advisory Service, Inc. | 2,648 | $68.1 萬 | 0.06% | +300+12.8% | 加碼 |
| Fayez Sarofim & Co | 2,646 | $68.0 萬 | 0.00% | −271−9.3% | 減碼 |
| Drucker Wealth 3.0, LLC | 2,642 | $67.9 萬 | 0.18% | +2,642 | 新進 |
| Gradient Investments LLC | 2,641 | $67.9 萬 | 0.02% | −42,314−94.1% | 減碼 |
| Malaga Cove Capital, LLC | 2,640 | $67.9 萬 | 0.28% | −43−1.6% | 減碼 |
| Castleview Partners, LLC | 2,638 | $67.8 萬 | 0.39% | +208+8.6% | 加碼 |
| Ramiah Investment Group | 2,637 | $67.8 萬 | 0.66% | +2,637 | 新進 |