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 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 | 2,493 | $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 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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 5,654 | $154.8 萬 | 0.02% | −1,635−22.4% | 減碼 |
| Capstone Triton Financial Group, LLC | 5,689 | $155.7 萬 | 1.00% | +41+0.7% | 加碼 |
| Maia Wealth LLC | 5,447 | $156.2 萬 | 0.39% | +2,227+69.2% | 加碼 |
| InTrack Investment Management Inc | 5,728 | $156.8 萬 | 1.11% | −748−11.6% | 減碼 |
| Howard Capital Management Inc. | 5,742 | $157.2 萬 | 0.03% | +5,742 | 新進 |
| Convergence Financial, LLC | 5,745 | $157.2 萬 | 0.33% | +1,870+48.3% | 加碼 |
| Coastwise Capital Group, LLC | 5,748 | $157.3 萬 | 1.30% | +697+13.8% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 5,748 | $157.3 萬 | 0.39% | +3,032+111.6% | 加碼 |
| Gilbert & Cook, Inc. | 5,768 | $157.9 萬 | 0.22% | −159−2.7% | 減碼 |
| Lindbrook Capital, LLC | 5,782 | $158.2 萬 | 0.14% | +167+3.0% | 加碼 |
| Rehmann Capital Advisory Group | 5,783 | $158.3 萬 | 0.10% | −111−1.9% | 減碼 |
| Wolf Group Capital Advisors | 7,523 | $158.9 萬 | 0.76% | +341+4.7% | 加碼 |
| Platform Technology Partners | 5,843 | $159.9 萬 | 0.50% | −259−4.2% | 減碼 |
| Riverview Capital Advisers, LLC | 5,850 | $160.1 萬 | 0.49% | −20.0% | 減碼 |
| TRUE Private Wealth Advisors | 5,864 | $160.5 萬 | 0.19% | −31−0.5% | 減碼 |
| Axiom Advisory, LLC | 6,272 | $160.8 萬 | 0.02% | +96+1.6% | 加碼 |
| Castle Wealth Management LLC | 5,903 | $161.8 萬 | 0.65% | +923+18.5% | 加碼 |
| Cornerstone National Bank & Trust Co | 5,916 | $161.9 萬 | 0.73% | +576+10.8% | 加碼 |
| Scott & Selber, Inc. | 5,932 | $162.4 萬 | 0.50% | −24−0.4% | 減碼 |
| Aaron Wealth Advisors | 5,958 | $163.1 萬 | 0.19% | +496+9.1% | 加碼 |
| Ramirez Asset Management, Inc. | 5,986 | $163.8 萬 | 0.31% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 5,993 | $164.0 萬 | 0.29% | −17−0.3% | 減碼 |
| Resources Management Corp | 6,007 | $164.4 萬 | 0.22% | +65+1.1% | 加碼 |
| First County Bank | 6,026 | $164.9 萬 | 0.81% | −256−4.1% | 減碼 |
| Quadcap Wealth Management, LLC | 6,044 | $165.4 萬 | 0.26% | −253−4.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 6,049 | $165.6 萬 | 0.22% | −435−6.7% | 減碼 |
| Sanders Morris Harris LLC | 6,061 | $165.9 萬 | 0.28% | 00.0% | 不變 |
| Doliver Advisors, LP | 6,076 | $166.3 萬 | 0.46% | +288+5.0% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 6,084 | $166.5 萬 | 0.96% | −34−0.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 6,100 | $167.0 萬 | 0.58% | −70−1.1% | 減碼 |
| VELA Investment Management, LLC | 6,105 | $167.1 萬 | 0.57% | +40+0.7% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,542 | $168.2 萬 | 0.88% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 6,157 | $168.5 萬 | 0.53% | +8+0.1% | 加碼 |
| Jacobi Capital Management LLC | 6,181 | $169.2 萬 | 0.13% | +341+5.8% | 加碼 |
| IMA Wealth, Inc. | 6,174 | $169.2 萬 | 0.37% | −249−3.9% | 減碼 |
| Grandview Asset Management LLC | 6,184 | $169.3 萬 | 0.97% | −313−4.8% | 減碼 |
| Stablepoint Partners, LLC | 6,189 | $169.4 萬 | 0.31% | +92+1.5% | 加碼 |
| Ashton Thomas Securities, LLC | 6,210 | $170.0 萬 | 0.33% | +615+11.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 6,263 | $171.4 萬 | 0.23% | +1,190+23.5% | 加碼 |
| AA Financial Advisors, LLC | 6,265 | $171.5 萬 | 0.50% | +466+8.0% | 加碼 |
| Canopy Partners, LLC | 6,283 | $172.0 萬 | 0.74% | +78+1.3% | 加碼 |
| GTS Securities LLC | 6,300 | $172.4 萬 | 0.03% | −1,349−17.6% | 減碼 |
| Cooper Financial Group | 6,311 | $172.7 萬 | 0.22% | +166+2.7% | 加碼 |
| Portfolio Design Labs, LLC | 6,318 | $172.9 萬 | 0.48% | −4,522−41.7% | 減碼 |
| Rossmore Private Capital | 6,320 | $173.0 萬 | 0.21% | 00.0% | 不變 |
| Aspiriant, LLC | 6,324 | $173.1 萬 | 0.07% | −1,883−22.9% | 減碼 |
| Central Bank & Trust Co | 6,354 | $173.9 萬 | 0.24% | −6−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,356 | $174.0 萬 | 0.11% | +41+0.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 6,367 | $174.3 萬 | 0.29% | +651+11.4% | 加碼 |
| WSFS Capital Management, LLC | 6,373 | $174.4 萬 | 0.09% | −4,011−38.6% | 減碼 |
| Mainstream Capital Management LLC | 6,376 | $174.5 萬 | 1.48% | +6,376 | 新進 |
| L & S Advisors Inc | 6,393 | $175.0 萬 | 0.18% | −1,498−19.0% | 減碼 |
| Hel Ved Capital Management Ltd | 6,395 | $175.0 萬 | 0.82% | +6,395 | 新進 |
| Coastline Trust Co | 6,406 | $175.3 萬 | 0.21% | +138+2.2% | 加碼 |
| AlphaCore Capital LLC | 6,397 | $175.3 萬 | 0.40% | +864+15.6% | 加碼 |
| TLWM | 6,417 | $175.6 萬 | 0.36% | +1,410+28.2% | 加碼 |
| Davenport & Co LLC | 6,422 | $175.8 萬 | 0.01% | +873+15.7% | 加碼 |
| Central Valley Advisors, LLC | 6,430 | $176.0 萬 | 0.99% | +271+4.4% | 加碼 |
| Dover Advisors, LLC | 6,449 | $176.5 萬 | 1.00% | +972+17.7% | 加碼 |
| Regatta Capital Group, LLC | 6,453 | $176.6 萬 | 0.34% | +204+3.3% | 加碼 |
| Steinberg Asset Management LLC | 6,459 | $177.0 萬 | 1.35% | −107−1.6% | 減碼 |
| Deltec Asset Management LLC | 6,500 | $177.9 萬 | 0.35% | 00.0% | 不變 |
| Future Fund LLC | 6,065 | $178.7 萬 | 5.16% | +290+5.0% | 加碼 |
| Weaver Capital Management LLC | 6,543 | $179.1 萬 | 0.54% | +1,462+28.8% | 加碼 |
| St. Johns Investment Management Company, LLC | 6,552 | $179.3 萬 | 0.84% | +20.0% | 加碼 |
| Keel Point, LLC | 6,567 | $179.7 萬 | 0.15% | −24−0.4% | 減碼 |
| Belmont Capital, LLC | 6,570 | $179.8 萬 | 0.30% | +4,403+203.2% | 加碼 |
| StoneX Group Inc. | 6,576 | $180.2 萬 | 0.13% | +249+3.9% | 加碼 |
| PFG Investments, LLC | 6,618 | $181.1 萬 | 0.12% | +342+5.4% | 加碼 |
| Elmwood Wealth Management, Inc. | 6,623 | $181.3 萬 | 0.75% | −319−4.6% | 減碼 |
| Capital Investment Advisors, LLC | 6,639 | $181.7 萬 | 0.04% | −7−0.1% | 減碼 |
| Proequities, Inc. | 6,632 | $181.8 萬 | 0.11% | −33−0.5% | 減碼 |
| Lewis Asset Management, LLC | 6,643 | $181.8 萬 | 1.33% | +151+2.3% | 加碼 |
| Paradigm Asset Management Co LLC | 6,650 | $182.0 萬 | 0.48% | 00.0% | 不變 |
| WP Advisors, LLC | 6,656 | $182.2 萬 | 0.67% | −829−11.1% | 減碼 |
| BTG Pactual Asset Management US LLC | 6,664 | $182.4 萬 | 0.27% | +1,600+31.6% | 加碼 |
| 1776 Wealth LLC | 6,666 | $182.5 萬 | 0.82% | −198−2.9% | 減碼 |
| First Pacific Financial | 6,672 | $182.6 萬 | 0.43% | +108+1.6% | 加碼 |
| Tealwood Asset Management Inc | 6,676 | $182.7 萬 | 0.80% | +6,676 | 新進 |
| Global X Japan Co., Ltd. | 6,676 | $182.7 萬 | 0.23% | +642+10.6% | 加碼 |
| Renasant Bank | 6,686 | $183.0 萬 | 1.20% | −937−12.3% | 減碼 |
| Strengthening Families & Communities, LLC | 6,695 | $183.3 萬 | 0.47% | +490+7.9% | 加碼 |
| Parametrica Management Ltd | 6,700 | $183.4 萬 | 2.18% | +6,700 | 新進 |
| Nations Financial Group Inc, | 6,704 | $183.5 萬 | 0.13% | +58+0.9% | 加碼 |
| F/M Investments LLC | 6,636 | $183.6 萬 | 0.06% | −49−0.7% | 減碼 |
| Argent Financial Group, Inc. | 6,708 | $183.6 萬 | 0.22% | +6,708 | 新進 |
| Trust Point Inc. | 6,718 | $183.9 萬 | 0.14% | +1,744+35.1% | 加碼 |
| Saturna Capital CORP | 6,747 | $184.7 萬 | 0.02% | +200+3.1% | 加碼 |
| Main Street Research LLC | 6,743 | $184.8 萬 | 0.12% | +4,969+280.1% | 加碼 |
| Signature Wealth Management Group | 6,760 | $185.0 萬 | 0.74% | +748+12.4% | 加碼 |
| Northstar Group, Inc. | 6,776 | $185.5 萬 | 0.32% | −75−1.1% | 減碼 |
| Udine Wealth Management, Inc. | 6,777 | $185.5 萬 | 1.31% | +6,777 | 新進 |
| Concentric Capital Strategies, LP | 6,782 | $185.6 萬 | 0.12% | −17,996−72.6% | 減碼 |
| Fiduciary Group LLC | 6,794 | $186.0 萬 | 0.19% | −1,640−19.4% | 減碼 |
| Aviance Capital Partners, LLC | 6,797 | $186.0 萬 | 0.25% | +33+0.5% | 加碼 |
| Cypress Capital Group | 6,823 | $186.8 萬 | 0.21% | −146−2.1% | 減碼 |
| Zhang Financial LLC | 6,867 | $187.9 萬 | 0.12% | +3,064+80.6% | 加碼 |
| Koshinski Asset Management, Inc. | 6,868 | $188.0 萬 | 0.16% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 6,890 | $188.6 萬 | 0.28% | −406−5.6% | 減碼 |
| New Insight Wealth Advisors | 6,893 | $188.7 萬 | 0.99% | −1,578−18.6% | 減碼 |