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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 2,173 | $55.9 萬 | 0.03% | −4,262−66.2% | 減碼 |
| Hengehold Capital Management LLC | 2,167 | $55.7 萬 | 0.06% | −137−5.9% | 減碼 |
| Belmont Capital, LLC | 2,167 | $55.7 萬 | 0.10% | +1,969+994.4% | 加碼 |
| Smith, Moore & Co. | 2,159 | $55.5 萬 | 0.06% | +270+14.3% | 加碼 |
| Berger Financial Group, Inc | 2,151 | $55.3 萬 | 0.04% | +449+26.4% | 加碼 |
| Heartland Bank & Trust Co | 2,144 | $55.1 萬 | 0.31% | −3,888−64.5% | 減碼 |
| Redwood Financial Network Corp | 2,141 | $55.1 萬 | 0.46% | −20−0.9% | 減碼 |
| Telos Capital Management, Inc. | 2,140 | $55.0 萬 | 0.06% | −100−4.5% | 減碼 |
| Laffer Tengler Investments | 2,139 | $55.0 萬 | 0.12% | −2,367−52.5% | 減碼 |
| Marino, Stram & Associates LLC | 2,137 | $54.9 萬 | 0.13% | +288+15.6% | 加碼 |
| Fort Point Capital Partners LLC | 2,137 | $54.9 萬 | 0.07% | −962−31.0% | 減碼 |
| RAM Investment Partners, LLC | 2,136 | $54.9 萬 | 0.16% | +19+0.9% | 加碼 |
| JT Stratford LLC | 2,129 | $54.7 萬 | 0.10% | −512−19.4% | 減碼 |
| Apollon Financial, LLC | 2,127 | $54.7 萬 | 0.18% | −351−14.2% | 減碼 |
| Gallacher Capital Management LLC | 2,124 | $54.6 萬 | 0.29% | +2,124 | 新進 |
| Nicholas Investment Partners, LP | 2,106 | $54.1 萬 | 0.06% | −5,857−73.6% | 減碼 |
| Roberts Glore & Co Inc | 2,099 | $54.0 萬 | 0.16% | −48−2.2% | 減碼 |
| Walkner Condon Financial Advisors LLC | 2,094 | $53.8 萬 | 0.12% | −455−17.9% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 2,128 | $53.8 萬 | 0.02% | −2,303−52.0% | 減碼 |
| Tyche Wealth Partners LLC | 2,085 | $53.6 萬 | 0.13% | −385−15.6% | 減碼 |
| Proficio Capital Partners LLC | 2,064 | $53.1 萬 | 0.06% | −168−7.5% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 2,062 | $52.9 萬 | 1.32% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 2,060 | $52.6 萬 | 0.09% | −234−10.2% | 減碼 |
| SFM, LLC | 2,046 | $52.6 萬 | 0.40% | +46+2.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,043 | $52.5 萬 | 0.05% | −960−32.0% | 減碼 |
| Boston Trust Walden Corp | 2,039 | $52.4 萬 | 0.00% | −24−1.2% | 減碼 |
| Regal Investment Advisors LLC | 2,032 | $52.2 萬 | 0.03% | −77−3.7% | 減碼 |
| Journey Strategic Wealth LLC | 2,031 | $52.2 萬 | 0.02% | +1,326+188.1% | 加碼 |
| RFG Holdings, Inc. | 2,028 | $52.2 萬 | 0.20% | +893+78.7% | 加碼 |
| Northern Financial Advisors Inc | 2,024 | $52.0 萬 | 0.42% | −6−0.3% | 減碼 |
| Crewe Advisors LLC | 2,020 | $51.9 萬 | 0.06% | +29+1.5% | 加碼 |
| Peterson Wealth Services | 2,015 | $51.8 萬 | 0.18% | +32+1.6% | 加碼 |
| Vicus Capital | 2,014 | $51.8 萬 | 0.05% | +167+9.0% | 加碼 |
| Brio Consultants, LLC | 2,008 | $51.6 萬 | 0.09% | −324−13.9% | 減碼 |
| Joel Isaacson & Co., LLC | 2,003 | $51.5 萬 | 0.03% | +56+2.9% | 加碼 |
| Alley Investment Management Company, LLC | 2,003 | $51.5 萬 | 0.07% | −60−2.9% | 減碼 |
| Callan Capital, LLC | 2,002 | $51.5 萬 | 0.04% | −220−9.9% | 減碼 |
| Pegasus Partners Ltd. | 2,002 | $51.5 萬 | 0.05% | +668+50.1% | 加碼 |
| Hilltop National Bank | 2,002 | $51.5 萬 | 0.17% | +10.0% | 加碼 |
| Northwest Financial Advisors | 2,002 | $51.5 萬 | 0.52% | −160−7.4% | 減碼 |
| Covenant Partners, LLC | 2,001 | $51.4 萬 | 0.16% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $51.4 萬 | 0.27% | −11,000−84.6% | 減碼 |
| Independent Solutions Wealth Management, LLC | 1,995 | $51.3 萬 | 0.12% | −5,555−73.6% | 減碼 |
| Connecticut Wealth Management, LLC | 1,993 | $51.2 萬 | 0.03% | +74+3.9% | 加碼 |
| Gratus Capital LLC | 1,992 | $51.2 萬 | 0.02% | +672+50.9% | 加碼 |
| Pointe Capital Management LLC | 1,989 | $51.1 萬 | 0.32% | +4+0.2% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,973 | $50.7 萬 | 0.13% | +49+2.5% | 加碼 |
| D'Orazio & Associates, Inc. | 1,971 | $50.7 萬 | 0.08% | +4+0.2% | 加碼 |
| Redwood Investment Management, LLC | 2,083 | $50.5 萬 | 0.04% | −4,685−69.2% | 減碼 |
| White Pine Capital LLC | 1,964 | $50.5 萬 | 0.19% | +43+2.2% | 加碼 |
| Ewa, LLC | 1,968 | $50.4 萬 | 0.21% | +14+0.7% | 加碼 |
| Synergy Financial Group, LTD | 1,957 | $50.3 萬 | 0.53% | +6+0.3% | 加碼 |
| Verdence Capital Advisors LLC | 1,955 | $50.3 萬 | 0.04% | +35+1.8% | 加碼 |
| FF Advisors,LLC | 1,955 | $50.3 萬 | 0.35% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 1,954 | $50.2 萬 | 0.05% | −279−12.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,953 | $50.2 萬 | 0.08% | +18+0.9% | 加碼 |
| Cedrus LLC | 1,939 | $49.9 萬 | 0.25% | +55+2.9% | 加碼 |
| CBOE Vest Financial, LLC | 1,939 | $49.9 萬 | 0.01% | +140+7.8% | 加碼 |
| Carson Advisory Inc. | 1,938 | $49.8 萬 | 0.35% | +936+93.4% | 加碼 |
| Integrated Investment Consultants, LLC | 1,653 | $49.8 萬 | 0.14% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,927 | $49.5 萬 | 0.20% | −7−0.4% | 減碼 |
| SPC Financial, Inc. | 1,924 | $49.5 萬 | 0.05% | +456+31.1% | 加碼 |
| Amussen Hunsaker Associates LLC | 1,923 | $49.4 萬 | 0.08% | −4−0.2% | 減碼 |
| TFB Advisors LLC | 1,923 | $49.4 萬 | 0.16% | +633+49.1% | 加碼 |
| Wellington Shields & Co., LLC | 1,919 | $49.3 萬 | 0.16% | +750+64.2% | 加碼 |
| Traveka Wealth, LLC | 1,919 | $49.3 萬 | 0.24% | −8−0.4% | 減碼 |
| Silver Coast Investments LLC | 1,915 | $49.2 萬 | 0.20% | +1,915 | 新進 |
| Battery Global Advisors, LLC | 1,914 | $49.2 萬 | 0.33% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 1,907 | $49.0 萬 | 0.19% | +303+18.9% | 加碼 |
| Nvest Financial, LLC | 1,905 | $49.0 萬 | 0.30% | +1,905 | 新進 |
| Winthrop Advisory Group LLC | 1,898 | $48.8 萬 | 0.07% | −55−2.8% | 減碼 |
| Intrua Financial, LLC | 1,886 | $48.5 萬 | 0.08% | −520−21.6% | 減碼 |
| Guardian Wealth Advisors, LLC | 1,886 | $48.5 萬 | 0.06% | +5+0.3% | 加碼 |
| Focused Wealth Management, Inc | 1,883 | $48.4 萬 | 0.07% | +906+92.7% | 加碼 |
| Fulcrum Capital LLC | 1,883 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,880 | $48.3 萬 | 0.28% | +11+0.6% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,879 | $48.3 萬 | 0.23% | −3−0.2% | 減碼 |
| Brandywine Oak Private Wealth LLC | 1,876 | $48.2 萬 | 0.05% | 00.0% | 不變 |
| Cypress Point Wealth Management, LLC | 1,876 | $48.2 萬 | 0.23% | −120−6.0% | 減碼 |
| Addison Advisors LLC | 1,875 | $48.2 萬 | 0.16% | +34+1.8% | 加碼 |
| PSI Advisors, LLC | 1,873 | $48.2 萬 | 0.15% | +792+73.3% | 加碼 |
| Baxter Bros Inc | 1,904 | $48.1 萬 | 0.06% | −104−5.2% | 減碼 |
| Everpar Advisors LLC | 1,871 | $48.1 萬 | 0.24% | +377+25.2% | 加碼 |
| Copperleaf Capital, LLC | 1,867 | $48.0 萬 | 0.38% | −15−0.8% | 減碼 |
| Arcataur Capital Management LLC | 1,860 | $47.8 萬 | 0.17% | +45+2.5% | 加碼 |
| Balanced Rock Investment Advisor | 1,851 | $47.6 萬 | 0.40% | −35−1.9% | 減碼 |
| Berry Wealth Group, LP | 1,849 | $47.5 萬 | 0.38% | +180+10.8% | 加碼 |
| Saiph Capital, LLC | 1,847 | $47.5 萬 | 0.21% | +71+4.0% | 加碼 |
| Contravisory Investment Management, Inc. | 1,846 | $47.5 萬 | 0.11% | +73+4.1% | 加碼 |
| Advisory Alpha, LLC | 1,844 | $47.4 萬 | 0.02% | +448+32.1% | 加碼 |
| Leavell Investment Management, Inc. | 1,840 | $47.3 萬 | 0.03% | +930+102.2% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,830 | $47.1 萬 | 0.09% | +9+0.5% | 加碼 |
| LVW Advisors, LLC | 1,826 | $46.9 萬 | 0.07% | −7−0.4% | 減碼 |
| McDaniel Terry & Co | 1,822 | $46.9 萬 | 0.04% | +80+4.6% | 加碼 |
| Semus Wealth Partners LLC | 1,823 | $46.9 萬 | 0.36% | +270+17.4% | 加碼 |
| ASB Consultores, LLC | 1,823 | $46.9 萬 | 0.17% | −1,464−44.5% | 減碼 |
| True North Advisors, LLC | 1,821 | $46.8 萬 | 0.13% | −67−3.5% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 1,819 | $46.8 萬 | 0.40% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 1,818 | $46.7 萬 | 0.01% | 00.0% | 不變 |
| Perennial Advisors, LLC | 1,815 | $46.7 萬 | 0.10% | 00.0% | 不變 |