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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 2,634 | $67.7 萬 | 0.33% | +200+8.2% | 加碼 |
| Appleton Partners Inc | 2,621 | $67.4 萬 | 0.05% | −48−1.8% | 減碼 |
| BIP Wealth, LLC | 2,593 | $66.7 萬 | 0.05% | +78+3.1% | 加碼 |
| Drive Wealth Management, LLC | 2,586 | $66.5 萬 | 0.18% | +50+2.0% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,583 | $66.4 萬 | 0.05% | +113+4.6% | 加碼 |
| Inscription Capital, LLC | 2,579 | $66.3 萬 | 0.11% | +26+1.0% | 加碼 |
| Magnus Financial Group LLC | 2,567 | $66.0 萬 | 0.07% | +372+16.9% | 加碼 |
| Balboa Wealth Partners | 2,562 | $65.9 萬 | 0.17% | +1,044+68.8% | 加碼 |
| Garden State Investment Advisory Services LLC | 2,557 | $65.8 萬 | 0.23% | +216+9.2% | 加碼 |
| New Republic Capital, LLC | 2,556 | $65.7 萬 | 0.33% | +437+20.6% | 加碼 |
| Greenwich Wealth Management LLC | 2,557 | $65.7 萬 | 0.05% | −6−0.2% | 減碼 |
| Windsor Capital Management, LLC | 2,555 | $65.7 萬 | 0.20% | +992+63.5% | 加碼 |
| Kozak & Associates, Inc. | 2,515 | $65.6 萬 | 0.16% | 00.0% | 不變 |
| State of Wyoming | 2,552 | $65.6 萬 | 0.11% | +897+54.2% | 加碼 |
| FineMark National Bank & Trust | 2,551 | $65.6 萬 | 0.02% | −4,223−62.3% | 減碼 |
| Hill Island Financial LLC | 2,548 | $65.5 萬 | 0.21% | −111−4.2% | 減碼 |
| Key Financial Inc | 2,547 | $65.5 萬 | 0.16% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2,537 | $65.2 萬 | 0.26% | −133−5.0% | 減碼 |
| Onefund, LLC | 2,535 | $65.2 萬 | 0.71% | +24+1.0% | 加碼 |
| Kapstone Financial Advisors LLC | 2,532 | $65.1 萬 | 0.43% | −139−5.2% | 減碼 |
| JB Capital LLC | 2,531 | $65.1 萬 | 0.04% | +400+18.8% | 加碼 |
| Park Edge Advisors, LLC | 2,528 | $65.0 萬 | 0.20% | −1,158−31.4% | 減碼 |
| Catalyst Private Wealth, LLC | 2,523 | $64.9 萬 | 0.34% | +532+26.7% | 加碼 |
| Bright Futures Wealth Management, LLC. | 2,658 | $64.8 萬 | 0.35% | +735+38.2% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,514 | $64.6 萬 | 0.43% | −20−0.8% | 減碼 |
| Sunflower Bank, N.A. | 2,513 | $64.6 萬 | 0.15% | −59−2.3% | 減碼 |
| Confluence Wealth Services, Inc. | 2,512 | $64.6 萬 | 0.05% | +408+19.4% | 加碼 |
| Global Endowment Management, LP | 2,509 | $64.5 萬 | 0.07% | −521−17.2% | 減碼 |
| DAGCO, Inc. | 2,507 | $64.5 萬 | 0.29% | +2,507 | 新進 |
| Lakeview Capital Partners, LLC | 2,140 | $64.5 萬 | 0.10% | 00.0% | 不變 |
| Venator Management LLC | 2,500 | $64.3 萬 | 0.19% | +2,500 | 新進 |
| Solstein Capital, LLC | 2,487 | $63.9 萬 | 0.42% | 00.0% | 不變 |
| Heritage Wealth Management, Inc. | 2,423 | $63.8 萬 | 0.21% | +2,423 | 新進 |
| United Community Bank | 2,471 | $63.5 萬 | 0.26% | +1,141+85.8% | 加碼 |
| GFG Capital, LLC | 2,470 | $63.5 萬 | 0.17% | −63−2.5% | 減碼 |
| Prentice Wealth Management LLC | 2,469 | $63.5 萬 | 0.21% | +53+2.2% | 加碼 |
| Kuhn & Co Investment Counsel | 2,467 | $63.4 萬 | 0.57% | −14−0.6% | 減碼 |
| Fortitude Family Office, LLC | 2,464 | $63.3 萬 | 0.36% | +96+4.1% | 加碼 |
| Westover Capital Advisors, LLC | 2,463 | $63.3 萬 | 0.16% | +1,581+179.3% | 加碼 |
| Valley National Advisers Inc | 2,450 | $62.9 萬 | 0.09% | −348−12.4% | 減碼 |
| Blackhawk Capital Partners LLC. | 2,436 | $62.6 萬 | 0.38% | −6,363−72.3% | 減碼 |
| NVWM, LLC | 2,529 | $62.6 萬 | 0.17% | −8,945−78.0% | 減碼 |
| City State Bank | 2,433 | $62.6 萬 | 0.26% | +1,354+125.5% | 加碼 |
| Salvus Wealth Management, LLC | 2,427 | $62.4 萬 | 0.43% | +53+2.2% | 加碼 |
| Motiv8 Investments LLC | 2,425 | $62.4 萬 | 0.46% | −23−0.9% | 減碼 |
| PFG Advisors | 2,414 | $62.1 萬 | 0.04% | +740+44.2% | 加碼 |
| Gabelli Funds LLC | 2,405 | $61.8 萬 | 0.00% | +255+11.9% | 加碼 |
| Next Capital Management LLC | 2,401 | $61.7 萬 | 0.26% | +1,109+85.8% | 加碼 |
| Cim Investment Mangement Inc | 2,398 | $61.7 萬 | 0.19% | −27−1.1% | 減碼 |
| Magnolia Capital Advisors LLC | 2,393 | $61.5 萬 | 0.34% | −1,532−39.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 2,391 | $61.5 萬 | 0.05% | −11,162−82.4% | 減碼 |
| Sierra Capital LLC | 2,390 | $61.4 萬 | 0.08% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 2,380 | $61.2 萬 | 0.14% | +189+8.6% | 加碼 |
| Orrstown Financial Services Inc | 2,380 | $61.2 萬 | 0.32% | +175+7.9% | 加碼 |
| AdvisorNet Financial, Inc | 2,377 | $61.1 萬 | 0.06% | −73−3.0% | 減碼 |
| Holderness Investments Co | 2,373 | $61.0 萬 | 0.14% | +430+22.1% | 加碼 |
| Abbot Financial Management, Inc. | 2,368 | $60.9 萬 | 0.33% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 2,362 | $60.7 萬 | 0.40% | +601+34.1% | 加碼 |
| Studio Investment Management LLC | 2,360 | $60.7 萬 | 0.14% | +12+0.5% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,356 | $60.6 萬 | 0.52% | +77+3.4% | 加碼 |
| Catalina Capital Group, LLC | 2,353 | $60.5 萬 | 0.23% | −80−3.3% | 減碼 |
| Sivia Capital Partners, LLC | 2,352 | $60.5 萬 | 0.40% | −169−6.7% | 減碼 |
| Twin City Private Wealth, LLC | 2,350 | $60.4 萬 | 0.57% | +945+67.3% | 加碼 |
| Oxford Financial Group Ltd | 2,340 | $60.2 萬 | 0.04% | +1,095+88.0% | 加碼 |
| Trueblood Wealth Management, LLC | 2,327 | $59.8 萬 | 0.34% | +94+4.2% | 加碼 |
| Investors Research Corp | 2,317 | $59.6 萬 | 0.14% | +100+4.5% | 加碼 |
| 626 Financial, LLC | 2,314 | $59.5 萬 | 0.35% | +10.0% | 加碼 |
| Laidlaw Wealth Management LLC | 2,310 | $59.4 萬 | 0.33% | +106+4.8% | 加碼 |
| Blue Barn Wealth, LLC | 2,302 | $59.2 萬 | 0.33% | +95+4.3% | 加碼 |
| Aprio Wealth Management, LLC | 2,301 | $59.2 萬 | 0.11% | +38+1.7% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,308 | $59.2 萬 | 0.15% | −7−0.3% | 減碼 |
| Parkside Advisors LLC | 2,299 | $59.1 萬 | 0.15% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 2,290 | $58.9 萬 | 0.26% | +142+6.6% | 加碼 |
| WBH Advisory Inc | 2,287 | $58.8 萬 | 0.06% | −5−0.2% | 減碼 |
| Avalon Trust Co | 2,281 | $58.6 萬 | 0.05% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 2,273 | $58.4 萬 | 0.01% | −2,917−56.2% | 減碼 |
| First Affirmative Financial Network | 2,272 | $58.4 萬 | 0.41% | +412+22.2% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,267 | $58.3 萬 | 0.15% | −14−0.6% | 減碼 |
| IVC Wealth Advisors LLC | 2,266 | $58.3 萬 | 0.33% | +21+0.9% | 加碼 |
| Blue Fin Capital, Inc. | 2,257 | $58.0 萬 | 0.12% | −124−5.2% | 減碼 |
| Altfest L J & Co Inc | 2,255 | $58.0 萬 | 0.08% | −1,325−37.0% | 減碼 |
| Vienna Asset Management LLC | 2,247 | $57.8 萬 | 0.48% | +162+7.8% | 加碼 |
| Accel Wealth Management | 2,244 | $57.7 萬 | 0.23% | +387+20.8% | 加碼 |
| 17 Capital Partners, LLC | 2,242 | $57.6 萬 | 0.41% | −704−23.9% | 減碼 |
| Childress Capital Advisors, LLC | 2,239 | $57.6 萬 | 0.16% | −113−4.8% | 減碼 |
| Iams Wealth Management, LLC | 2,239 | $57.6 萬 | 0.32% | +2,239 | 新進 |
| Prosperity Consulting Group, LLC | 2,238 | $57.5 萬 | 0.08% | +239+12.0% | 加碼 |
| New World Advisors LLC | 2,234 | $57.4 萬 | 0.16% | −8−0.4% | 減碼 |
| Crumly & Associates Inc. | 2,234 | $57.4 萬 | 0.17% | +37+1.7% | 加碼 |
| Hartford Funds Management Co LLC | 2,233 | $57.4 萬 | 0.05% | +40+1.8% | 加碼 |
| Summit Global Investments | 2,233 | $57.4 萬 | 0.04% | +905+68.1% | 加碼 |
| Legacy Capital Group California, Inc. | 2,224 | $57.2 萬 | 0.21% | +2,224 | 新進 |
| Duff & Phelps Investment Management Co | 2,223 | $57.2 萬 | 0.01% | −8,993−80.2% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,221 | $57.1 萬 | 0.06% | +23+1.0% | 加碼 |
| IFG Advisory, LLC | 2,211 | $56.9 萬 | 0.04% | +2,211 | 新進 |
| Headinvest, LLC | 2,209 | $56.8 萬 | 0.11% | −220−9.1% | 減碼 |
| Accurate Wealth Management, LLC | 2,242 | $56.7 萬 | 0.14% | +835+59.3% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,196 | $56.5 萬 | 0.03% | +185+9.2% | 加碼 |
| Alera Investment Advisors, LLC | 2,185 | $56.2 萬 | 0.07% | +1,315+151.1% | 加碼 |
| Mirador Capital Partners LP | 2,184 | $56.1 萬 | 0.11% | −30−1.4% | 減碼 |