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 3 季 13F 持有人
Salesforce, Inc. 在 2024/9/30 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
- 2,656
- 較 2024 年第 2 季 +57 家
- 持有股數
- 7.64 億
- 較 2024 年第 2 季 +6,584 萬 (+9.4%)
- 總市值
- $2,091 億
- 較 2024 年第 2 季 +$296.1 億 (+16.5%)
- 新進機構
- 217
- 另有 1,140 家加碼
- 清倉機構
- 160
- 另有 1,013 家減碼
另有 30 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Viawealth, LLC | 4,706 | $128.8 萬 | 0.75% | +582+14.1% | 加碼 |
| Brophy Wealth Management, LLC | 4,712 | $129.0 萬 | 0.46% | +4,712 | 新進 |
| Buckingham Strategic Partners | 4,713 | $129.0 萬 | 0.03% | +401+9.3% | 加碼 |
| Westside Investment Management, Inc. | 4,792 | $129.1 萬 | 0.27% | −20−0.4% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 4,720 | $129.2 萬 | 0.59% | −76−1.6% | 減碼 |
| Aldebaran Financial Inc. | 4,735 | $129.6 萬 | 1.53% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 4,747 | $130.0 萬 | 0.04% | −137−2.8% | 減碼 |
| Argus Investors' Counsel, Inc. | 4,764 | $130.4 萬 | 0.85% | −36−0.8% | 減碼 |
| NorthStar Asset Management LLC | 4,765 | $130.4 萬 | 0.87% | +426+9.8% | 加碼 |
| Valley Brook Capital Group | 4,779 | $130.8 萬 | 0.94% | +105+2.2% | 加碼 |
| Stansberry Asset Management, LLC | 4,781 | $130.9 萬 | 0.16% | −366−7.1% | 減碼 |
| Argent Advisors, Inc. | 4,791 | $131.1 萬 | 0.49% | +17+0.4% | 加碼 |
| Icapital Wealth LLC | 4,798 | $131.3 萬 | 0.72% | +1,018+26.9% | 加碼 |
| Cornercap Investment Counsel Inc | 4,807 | $131.6 萬 | 0.39% | −3,745−43.8% | 減碼 |
| Emprise Bank | 4,815 | $131.8 萬 | 0.76% | −245−4.8% | 減碼 |
| Carr Financial Group Corp | 4,822 | $132.0 萬 | 0.39% | −291−5.7% | 減碼 |
| Millington Financial Advisors, LLC | 4,829 | $132.2 萬 | 0.82% | +749+18.4% | 加碼 |
| Country Club Bank | 4,778 | $132.2 萬 | 0.09% | −264−5.2% | 減碼 |
| Navellier & Associates Inc | 4,830 | $132.2 萬 | 0.18% | −18−0.4% | 減碼 |
| Dearborn Partners LLC | 4,853 | $132.8 萬 | 0.05% | −635−11.6% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 4,857 | $132.9 萬 | 0.61% | +97+2.0% | 加碼 |
| Evoke Wealth, LLC | 4,852 | $133.0 萬 | 0.04% | +4,852 | 新進 |
| Paragon Private Wealth Management, LLC | 4,865 | $133.2 萬 | 0.66% | +309+6.8% | 加碼 |
| Pictet Bank & Trust Ltd | 4,872 | $133.4 萬 | 1.35% | −1,404−22.4% | 減碼 |
| Elyxium Wealth, LLC | 4,883 | $133.7 萬 | 0.74% | +4,883 | 新進 |
| Orion Capital Management LLC | 4,894 | $134.0 萬 | 0.65% | +40+0.8% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 4,904 | $134.2 萬 | 0.34% | −16−0.3% | 減碼 |
| Fiduciary Financial Group, LLC | 4,624 | $134.8 萬 | 0.31% | −20.0% | 減碼 |
| CIC Wealth, LLC | 4,943 | $135.3 萬 | 0.35% | −141−2.8% | 減碼 |
| Chemistry Wealth Management LLC | 4,952 | $135.5 萬 | 0.32% | +20.0% | 加碼 |
| Ayrshire Capital Management LLC | 4,955 | $135.6 萬 | 0.65% | +107+2.2% | 加碼 |
| Prosperity Consulting Group, LLC | 4,980 | $136.3 萬 | 0.11% | +2,742+122.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 4,987 | $136.5 萬 | 0.03% | −2,993−37.5% | 減碼 |
| UBS Oconnor LLC | 5,000 | $136.9 萬 | 0.03% | −15,000−75.0% | 減碼 |
| Agate Pass Investment Management, LLC | 5,004 | $137.0 萬 | 0.68% | +5,004 | 新進 |
| Moody Lynn & Lieberson, LLC | 5,006 | $137.0 萬 | 0.08% | −290−5.5% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,007 | $137.0 萬 | 0.50% | +165+3.4% | 加碼 |
| Catalyst Financial Partners LLC | 5,009 | $137.1 萬 | 0.27% | +133+2.7% | 加碼 |
| Sargent Investment Group, LLC | 5,019 | $137.4 萬 | 0.25% | +61+1.2% | 加碼 |
| Smith, Salley & Associates | 5,024 | $137.5 萬 | 0.09% | +395+8.5% | 加碼 |
| Johnson Financial Group, Inc. | 5,035 | $138.0 萬 | 0.06% | −167−3.2% | 減碼 |
| Granite Investment Partners, LLC | 5,052 | $138.3 萬 | 0.06% | −704−12.2% | 減碼 |
| Alta Wealth Advisors LLC | 5,056 | $138.4 萬 | 0.63% | −403−7.4% | 減碼 |
| DB Fitzpatrick & Co, Inc | 5,078 | $139.0 萬 | 1.22% | −15−0.3% | 減碼 |
| Everhart Financial Group, Inc. | 5,086 | $139.2 萬 | 0.31% | +715+16.4% | 加碼 |
| Plancorp, LLC | 5,088 | $139.3 萬 | 0.06% | −1,312−20.5% | 減碼 |
| Options Solutions, LLC | 5,101 | $139.6 萬 | 0.67% | +40+0.8% | 加碼 |
| Bowman & Co S.C. | 5,097 | $139.7 萬 | 0.73% | +530+11.6% | 加碼 |
| Connective Portfolio Management, LLC | 5,170 | $140.0 萬 | 2.74% | 00.0% | 不變 |
| Ironwood Investment Management LLC | 5,119 | $140.1 萬 | 0.68% | −244−4.5% | 減碼 |
| Ancora Advisors, LLC | 5,124 | $140.2 萬 | 0.03% | −9−0.2% | 減碼 |
| Cunning Capital Partners, LP | 5,150 | $141.0 萬 | 0.75% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 5,154 | $141.1 萬 | 0.43% | +125+2.5% | 加碼 |
| Natixis Investment Managers International | 5,154 | $141.1 萬 | 0.10% | +5,154 | 新進 |
| David Loasby | 5,026 | $141.2 萬 | 0.13% | −39−0.8% | 減碼 |
| Hillsdale Investment Management Inc. | 5,159 | $141.2 萬 | 0.11% | +844+19.6% | 加碼 |
| Thor Investment Management Inc | 5,192 | $142.1 萬 | 1.04% | −64−1.2% | 減碼 |
| St. Clair Advisors, LLC | 5,194 | $142.2 萬 | 0.40% | −200−3.7% | 減碼 |
| CBOE Vest Financial, LLC | 5,201 | $142.4 萬 | 0.03% | +3,262+168.2% | 加碼 |
| Syon Capital LLC | 5,225 | $143.0 萬 | 0.13% | −138−2.6% | 減碼 |
| Sapient Capital LLC | 5,242 | $143.7 萬 | 0.03% | −10.0% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,295 | $144.9 萬 | 0.36% | −78−1.5% | 減碼 |
| Etesian Wealth Advisors, Inc. | 5,297 | $145.0 萬 | 0.66% | +816+18.2% | 加碼 |
| K.J. Harrison & Partners Inc | 5,000 | $145.6 萬 | 0.22% | +5,000 | 新進 |
| Birchbrook, Inc. | 5,327 | $145.8 萬 | 0.81% | +276+5.5% | 加碼 |
| Intact Investment Management Inc. | 5,350 | $146.4 萬 | 0.05% | −470−8.1% | 減碼 |
| Keudell/Morrison Wealth Management | 5,358 | $146.7 萬 | 0.40% | −1,049−16.4% | 減碼 |
| Ballast, Inc. | 5,366 | $146.9 萬 | 0.42% | −59−1.1% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 5,368 | $146.9 萬 | 0.45% | +5,368 | 新進 |
| Legacy Private Trust Co. | 5,385 | $147.4 萬 | 0.10% | −4,328−44.6% | 減碼 |
| Community Bank, N.A. | 5,394 | $147.6 萬 | 0.19% | +469+9.5% | 加碼 |
| HF Advisory Group, LLC | 5,410 | $148.1 萬 | 0.69% | +1,821+50.7% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,416 | $148.2 萬 | 0.11% | +332+6.5% | 加碼 |
| Capital Advisors Wealth Management, LLC | 5,420 | $148.3 萬 | 0.27% | −360−6.2% | 減碼 |
| KRS Capital Management, LLC | 5,420 | $148.4 萬 | 1.08% | −296−5.2% | 減碼 |
| Lazari Capital Management, Inc. | 5,443 | $149.0 萬 | 0.64% | −234−4.1% | 減碼 |
| Guerra Pan Advisors, LLC | 5,453 | $149.3 萬 | 1.19% | 00.0% | 不變 |
| BOK Financial Private Wealth, Inc. | 5,448 | $149.3 萬 | 0.11% | −702−11.4% | 減碼 |
| Mainstay Capital Management LLC | 5,465 | $149.6 萬 | 0.25% | +332+6.5% | 加碼 |
| Oxler Private Wealth LLC | 5,469 | $149.7 萬 | 0.52% | +7+0.1% | 加碼 |
| North Star Investment Management Corp. | 5,473 | $149.8 萬 | 0.10% | +4,044+283.0% | 加碼 |
| Claro Advisors LLC | 5,476 | $149.9 萬 | 0.19% | +1,550+39.5% | 加碼 |
| ProVise Management Group, LLC | 5,478 | $149.9 萬 | 0.12% | −40−0.7% | 減碼 |
| Aviso Financial Inc. | 5,479 | $150.0 萬 | 0.07% | +412+8.1% | 加碼 |
| Dohj, LLC | 5,374 | $150.2 萬 | 0.35% | +847+18.7% | 加碼 |
| LMG Wealth Partners, LLC | 5,493 | $150.3 萬 | 0.34% | +1,290+30.7% | 加碼 |
| CastleKnight Management LP | 5,500 | $150.5 萬 | 0.17% | −7,700−58.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,510 | $150.8 萬 | 0.04% | −509−8.5% | 減碼 |
| Granger Management LLC | 5,508 | $151.0 萬 | 0.30% | −1,160−17.4% | 減碼 |
| 1st Source Bank | 5,519 | $151.1 萬 | 0.09% | −50−0.9% | 減碼 |
| Parcion Private Wealth LLC | 5,534 | $151.5 萬 | 0.13% | −345−5.9% | 減碼 |
| Legal Advantage Investments, Inc. | 5,546 | $151.8 萬 | 0.83% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 5,565 | $152.3 萬 | 0.08% | −148−2.6% | 減碼 |
| Crown Wealth Group, LLC | 5,574 | $152.6 萬 | 0.66% | −169−2.9% | 減碼 |
| Apella Capital, LLC | 5,472 | $152.9 萬 | 0.06% | +82+1.5% | 加碼 |
| Northwest Bank & Trust Co | 5,594 | $153.1 萬 | 1.16% | +44+0.8% | 加碼 |
| Geneva Capital Management LLC | 5,628 | $154.0 萬 | 0.03% | −488−8.0% | 減碼 |
| CX Institutional | 5,637 | $154.3 萬 | 0.07% | +110+2.0% | 加碼 |
| Stonebrook Private Inc. | 5,645 | $154.5 萬 | 0.41% | +152+2.8% | 加碼 |
| Fred Alger Management, LLC | 5,649 | $154.6 萬 | 0.01% | −4−0.1% | 減碼 |