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 2,493 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 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $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 |
|---|---|---|---|---|---|
| Glassy Mountain Advisors, Inc. | 1,244 | $32.0 萬 | 0.12% | +20+1.6% | 加碼 |
| Meritage Group LP | 1,243 | $32.0 萬 | 0.01% | −86,094−98.6% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 1,240 | $31.9 萬 | 0.14% | 00.0% | 不變 |
| HTLF Bank | 1,239 | $31.9 萬 | 0.04% | +31+2.6% | 加碼 |
| HCR Wealth Advisors | 1,238 | $31.8 萬 | 0.05% | +59+5.0% | 加碼 |
| Strata Wealth Advisors, LLC | 1,237 | $31.8 萬 | 0.11% | −390−24.0% | 減碼 |
| Wealth Group, Ltd. | 1,237 | $31.8 萬 | 0.23% | +10+0.8% | 加碼 |
| Willis Johnson & Associates, Inc. | 1,236 | $31.8 萬 | 0.03% | +299+31.9% | 加碼 |
| Aurora Private Wealth, Inc. | 1,230 | $31.6 萬 | 0.28% | +1,230 | 新進 |
| Peoples Bank | 1,225 | $31.5 萬 | 0.25% | +1,035+544.7% | 加碼 |
| Insight Advisors, LLC | 1,220 | $31.4 萬 | 0.06% | −982−44.6% | 減碼 |
| Custom Index Systems, LLC | 1,220 | $31.4 萬 | 0.18% | −1,194−49.5% | 減碼 |
| Opal Wealth Advisors, LLC | 1,214 | $31.2 萬 | 0.10% | +197+19.4% | 加碼 |
| Guardian Capital Advisors LP | 1,230 | $31.1 萬 | 0.03% | −1,800−59.4% | 減碼 |
| Parisi Gray Wealth Management | 1,206 | $31.0 萬 | 0.11% | +128+11.9% | 加碼 |
| JSF Financial, LLC | 1,205 | $31.0 萬 | 0.09% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 1,201 | $30.9 萬 | 0.11% | +6+0.5% | 加碼 |
| Wealth Architects, LLC | 1,199 | $30.8 萬 | 0.04% | −26−2.1% | 減碼 |
| WNY Asset Management, LLC | 1,197 | $30.8 萬 | 0.04% | −293−19.7% | 減碼 |
| Kennedy Investment Group | 1,195 | $30.7 萬 | 0.16% | −80−6.3% | 減碼 |
| Fielder Capital Group LLC | 1,195 | $30.7 萬 | 0.12% | +116+10.8% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,194 | $30.7 萬 | 0.14% | −396−24.9% | 減碼 |
| Fiduciary Alliance LLC | 1,198 | $30.7 萬 | 0.05% | +1,198 | 新進 |
| Private Advisory Group LLC | 1,192 | $30.6 萬 | 0.04% | −483−28.8% | 減碼 |
| Somerset Group LLC | 1,188 | $30.5 萬 | 0.27% | −18−1.5% | 減碼 |
| Florida Financial Advisors, LLC | 1,196 | $30.5 萬 | 0.18% | −7−0.6% | 減碼 |
| Modern Wealth Management, LLC | 1,185 | $30.5 萬 | 0.02% | +294+33.0% | 加碼 |
| Morling Financial Advisors, LLC | 1,182 | $30.4 萬 | 0.13% | +1,182 | 新進 |
| Yoder Wealth Management, Inc. | 1,181 | $30.4 萬 | 0.20% | +4+0.3% | 加碼 |
| McAlister, Sweet & Associates, Inc. | 1,180 | $30.3 萬 | 0.22% | −157−11.7% | 減碼 |
| Evolutionary Tree Capital Management, LLC | 1,180 | $30.3 萬 | 0.31% | 00.0% | 不變 |
| Rosenbaum Jay D. | 1,178 | $30.3 萬 | 1.71% | −5−0.4% | 減碼 |
| Evernest Financial Advisors, LLC | 1,167 | $30.0 萬 | 0.13% | +1+0.1% | 加碼 |
| Sabal Trust CO | 1,161 | $29.8 萬 | 0.02% | −75−6.1% | 減碼 |
| Versant Capital Management, Inc | 1,154 | $29.7 萬 | 0.08% | +389+50.8% | 加碼 |
| Claret Asset Management Corp | 1,152 | $29.6 萬 | 0.05% | +203+21.4% | 加碼 |
| Heritage Wealth Advisors | 1,151 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 1,151 | $29.6 萬 | 0.13% | +54+4.9% | 加碼 |
| Triumph Capital Management | 1,150 | $29.6 萬 | 0.12% | +1,150 | 新進 |
| Werlinich Asset Management, LLC | 1,168 | $29.5 萬 | 0.18% | +45+4.0% | 加碼 |
| Vawter Financial, Ltd. | 1,143 | $29.4 萬 | 0.20% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 1,140 | $29.3 萬 | 0.04% | −478−29.5% | 減碼 |
| Kavar Capital Partners Group, LLC | 1,140 | $29.3 萬 | 0.05% | −38−3.2% | 減碼 |
| Enterprise Financial Services Corp | 1,137 | $29.2 萬 | 0.18% | −123−9.8% | 減碼 |
| Element Wealth, LLC | 1,137 | $29.2 萬 | 0.16% | +5+0.4% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,134 | $29.2 萬 | 0.14% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 1,134 | $29.2 萬 | 0.08% | −3−0.3% | 減碼 |
| Sigma Investment Counselors Inc | 1,131 | $29.1 萬 | 0.02% | +25+2.3% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 1,134 | $29.0 萬 | 0.23% | +152+15.5% | 加碼 |
| Everett Harris & Co | 1,127 | $29.0 萬 | 0.00% | +275+32.3% | 加碼 |
| Benchmark Investment Advisors LLC | 1,125 | $28.9 萬 | 0.21% | 00.0% | 不變 |
| Forte Asset Management LLC | 1,125 | $28.9 萬 | 0.17% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 1,124 | $28.9 萬 | 0.21% | +154+15.9% | 加碼 |
| CRA Financial Services, LLC | 1,122 | $28.8 萬 | 0.06% | +247+28.2% | 加碼 |
| Aspen Grove Capital, LLC | 1,120 | $28.8 萬 | 0.07% | +45+4.2% | 加碼 |
| Astoria Portfolio Advisors LLC. | 1,116 | $28.7 萬 | 0.10% | +111+11.0% | 加碼 |
| Pinnacle West Asset Management, Inc. | 1,115 | $28.7 萬 | 0.22% | +10+0.9% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 1,116 | $28.7 萬 | 0.07% | +179+19.1% | 加碼 |
| Klingenstein Fields & Co LP | 1,114 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Collective Family Office LLC | 1,113 | $28.6 萬 | 0.08% | −102−8.4% | 減碼 |
| Farmers & Merchants Investments Inc | 1,113 | $28.6 萬 | 0.01% | −7−0.6% | 減碼 |
| JJJ Advisors Inc. | 1,106 | $28.4 萬 | 0.06% | −180−14.0% | 減碼 |
| Delta Financial Group, Inc. | 1,105 | $28.4 萬 | 0.12% | −250−18.5% | 減碼 |
| GSG Advisors LLC | 1,104 | $28.3 萬 | 0.10% | −6−0.5% | 減碼 |
| Muirfield Wealth Advisors LLC | 1,100 | $28.3 萬 | 0.27% | +68+6.6% | 加碼 |
| Mengis Capital Management, Inc. | 1,099 | $28.3 萬 | 0.06% | 00.0% | 不變 |
| Veracity Capital LLC | 1,098 | $28.2 萬 | 0.12% | −268−19.6% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 1,097 | $28.2 萬 | 0.05% | +53+5.1% | 加碼 |
| Tempus Wealth Planning, LLC | 1,096 | $28.2 萬 | 0.12% | +159+17.0% | 加碼 |
| Northeast Investment Management | 1,094 | $28.1 萬 | 0.01% | +53+5.1% | 加碼 |
| Fort, L.P. | 1,094 | $28.1 萬 | 0.72% | +259+31.0% | 加碼 |
| Benjamin Edwards Inc | 1,092 | $28.1 萬 | 0.05% | −68−5.9% | 減碼 |
| Canton Hathaway, LLC | 1,088 | $28.0 萬 | 0.08% | 00.0% | 不變 |
| SevenBridge Financial Group, LLC | 1,174 | $28.0 萬 | 0.06% | +7+0.6% | 加碼 |
| Colonial Trust Co | 1,085 | $27.9 萬 | 0.05% | +273+33.6% | 加碼 |
| Indiana Trust & Investment Management CO | 1,084 | $27.9 萬 | 0.10% | −145−11.8% | 減碼 |
| WMG Financial Advisors, LLC | 1,084 | $27.9 萬 | 0.15% | +1,084 | 新進 |
| Nadler Financial Group, Inc. | 1,077 | $27.7 萬 | 0.03% | −21−1.9% | 減碼 |
| Summa Corp. | 1,075 | $27.6 萬 | 0.13% | 00.0% | 不變 |
| Blackston Financial Advisory Group, LLC | 1,070 | $27.5 萬 | 0.15% | +1,070 | 新進 |
| Breed's Hill Capital LLC | 1,067 | $27.4 萬 | 0.24% | 00.0% | 不變 |
| Fiducient Advisors LLC | 1,066 | $27.4 萬 | 0.04% | +58+5.8% | 加碼 |
| Rakuten Securities, Inc. | 1,064 | $27.4 萬 | 0.12% | +601+129.8% | 加碼 |
| Oarsman Capital, Inc. | 1,062 | $27.3 萬 | 0.06% | +47+4.6% | 加碼 |
| Facet Wealth, Inc. | 1,057 | $27.3 萬 | 0.01% | −32−2.9% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 1,056 | $27.1 萬 | 0.11% | 00.0% | 不變 |
| Old North State Wealth Management, LLC | 1,055 | $27.1 萬 | 0.18% | +276+35.4% | 加碼 |
| Private Capital Management LLC | 1,055 | $27.1 萬 | 0.05% | −402−27.6% | 減碼 |
| Balanced Wealth Group LLC | 1,057 | $27.1 萬 | 0.12% | 00.0% | 不變 |
| Red Wave Investments LLC | 1,053 | $27.1 萬 | 0.10% | +9+0.9% | 加碼 |
| Well Done, LLC | 1,053 | $27.0 萬 | 0.06% | −370−26.0% | 減碼 |
| Zega Financial, LLC | 1,050 | $27.0 萬 | 0.10% | +1,050 | 新進 |
| Signature Wealth Management Partners, LLC | 1,047 | $26.9 萬 | 0.20% | +1,047 | 新進 |
| Mendel Money Management | 1,046 | $26.9 萬 | 0.13% | +106+11.3% | 加碼 |
| Pring Turner Capital Group Inc | 1,046 | $26.9 萬 | 0.19% | +324+44.9% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 1,044 | $26.8 萬 | 0.15% | −288−21.6% | 減碼 |
| NFP Retirement, Inc. | 1,043 | $26.8 萬 | 0.02% | −16−1.5% | 減碼 |
| DLK Investment Management, LLC | 1,039 | $26.7 萬 | 0.11% | +1,039 | 新進 |
| Concentric Wealth Management, LLC | 1,039 | $26.7 萬 | 0.07% | +1,039 | 新進 |
| Capital Planning Advisors, LLC | 1,038 | $26.7 萬 | 0.05% | −203−16.4% | 減碼 |