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 |
|---|---|---|---|---|---|
| Concord Asset Management, LLC | 6,894 | $188.7 萬 | 0.43% | +1,024+17.4% | 加碼 |
| AnglePoint Asset Management Ltd | 6,900 | $188.9 萬 | 3.69% | −2,950−29.9% | 減碼 |
| Jamison Private Wealth Management, Inc. | 6,904 | $189.0 萬 | 0.29% | +506+7.9% | 加碼 |
| Brandywine Managers, LLC | 6,913 | $189.2 萬 | 2.03% | 00.0% | 不變 |
| Leelyn Smith, LLC | 6,923 | $189.5 萬 | 0.34% | +246+3.7% | 加碼 |
| Perpetual Ltd | 6,935 | $189.8 萬 | 0.02% | −3,636−34.4% | 減碼 |
| Bard Financial Services, Inc. | 6,935 | $189.8 萬 | 0.22% | −550−7.3% | 減碼 |
| Schmidt P J Investment Management Inc | 6,936 | $189.9 萬 | 0.33% | +25+0.4% | 加碼 |
| Secure Asset Management, LLC | 6,971 | $190.8 萬 | 0.32% | +1,711+32.5% | 加碼 |
| Unique Wealth, LLC | 6,972 | $190.8 萬 | 0.44% | +798+12.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 6,985 | $191.2 萬 | 0.52% | −5−0.1% | 減碼 |
| Doheny Asset Management | 6,998 | $191.5 萬 | 1.31% | 00.0% | 不變 |
| PKO Investment Management Joint-Stock Co | 7,000 | $191.6 萬 | 0.24% | −5,590−44.4% | 減碼 |
| RV Capital GmbH | 7,000 | $191.6 萬 | 0.40% | 00.0% | 不變 |
| Invera Wealth Advisors, LLC | 6,175 | $191.9 萬 | 1.91% | −357−5.5% | 減碼 |
| Okabena Investment Services Inc | 7,019 | $192.1 萬 | 0.54% | −34−0.5% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 7,014 | $192.2 萬 | 0.37% | +575+8.9% | 加碼 |
| Chicago Trust Co NA | 7,040 | $192.7 萬 | 0.33% | +1,326+23.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,047 | $193.0 萬 | 0.13% | +866+14.0% | 加碼 |
| Smartleaf Asset Management LLC | 6,993 | $193.5 萬 | 0.23% | +1,743+33.2% | 加碼 |
| Camden Capital, LLC | 7,070 | $193.5 萬 | 0.21% | +160+2.3% | 加碼 |
| Intrust Bank NA | 7,089 | $194.0 萬 | 0.19% | −24−0.3% | 減碼 |
| Harfst & Associates, Inc. | 7,093 | $194.1 萬 | 0.44% | +1,553+28.0% | 加碼 |
| Concord Wealth Partners | 7,105 | $194.5 萬 | 0.32% | +953+15.5% | 加碼 |
| Cardiff Park Advisors, LLC | 7,134 | $195.3 萬 | 0.18% | −530−6.9% | 減碼 |
| Nilsine Partners, LLC | 7,140 | $195.4 萬 | 0.25% | −146−2.0% | 減碼 |
| Glynn Capital Management LLC | 7,143 | $195.5 萬 | 0.45% | −5,054−41.4% | 減碼 |
| Chicago Partners Investment Group LLC | 6,882 | $195.7 萬 | 0.07% | −352−4.9% | 減碼 |
| Skopos Labs, Inc. | 7,167 | $196.2 萬 | 0.65% | +346+5.1% | 加碼 |
| Atlas Brown,Inc. | 7,175 | $196.4 萬 | 0.68% | +615+9.4% | 加碼 |
| SageView Advisory Group, LLC | 7,186 | $196.7 萬 | 0.10% | −1,260−14.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 7,187 | $197.0 萬 | 0.07% | +170+2.4% | 加碼 |
| VeraBank, N.A. | 7,203 | $197.2 萬 | 0.58% | −61−0.8% | 減碼 |
| Resonant Capital Advisors, LLC | 7,201 | $197.3 萬 | 0.15% | +3,763+109.5% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 7,209 | $197.3 萬 | 0.43% | +470+7.0% | 加碼 |
| Greenup Street Wealth Management LLC | 7,224 | $197.7 萬 | 0.41% | +7,224 | 新進 |
| Kaizen Financial Strategies | 7,232 | $198.0 萬 | 1.15% | −126−1.7% | 減碼 |
| Optas, LLC | 7,242 | $198.2 萬 | 0.46% | +107+1.5% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,247 | $198.3 萬 | 0.27% | −109−1.5% | 減碼 |
| GraniteShares Advisors LLC | 7,269 | $199.0 萬 | 1.35% | −489−6.3% | 減碼 |
| Dakota Wealth Management | 7,289 | $199.5 萬 | 0.05% | −2,534−25.8% | 減碼 |
| United Asset Strategies, Inc. | 7,301 | $199.8 萬 | 0.19% | +28+0.4% | 加碼 |
| United Bank | 7,303 | $199.9 萬 | 0.92% | +76+1.1% | 加碼 |
| Perfromance Wealth Partners, LLC | 7,345 | $200.2 萬 | 0.07% | +2,521+52.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 7,331 | $200.7 萬 | 0.16% | +310+4.4% | 加碼 |
| Bristlecone Advisors, LLC | 7,332 | $200.7 萬 | 0.16% | +60+0.8% | 加碼 |
| Passumpsic Savings Bank | 7,332 | $200.7 萬 | 1.32% | +87+1.2% | 加碼 |
| KPP Advisory Services LLC | 7,339 | $200.9 萬 | 0.48% | +418+6.0% | 加碼 |
| M&R Capital Management Inc | 7,342 | $201.0 萬 | 0.44% | −149−2.0% | 減碼 |
| Center for Financial Planning, Inc. | 7,350 | $201.2 萬 | 0.27% | −338−4.4% | 減碼 |
| Peterson Wealth Management | 7,363 | $201.5 萬 | 1.29% | −1,240−14.4% | 減碼 |
| Barings LLC | 7,376 | $201.9 萬 | 0.05% | +93+1.3% | 加碼 |
| Berkshire Bank | 7,397 | $202.5 萬 | 0.47% | +25+0.3% | 加碼 |
| Waverton Investment Management Ltd | 7,433 | $203.4 萬 | 0.03% | +518+7.5% | 加碼 |
| Park Place Capital Corp | 7,450 | $203.9 萬 | 0.59% | −873−10.5% | 減碼 |
| Two Sigma Advisers, LP | 7,500 | $205.3 萬 | 0.00% | −26,100−77.7% | 減碼 |
| Cito Capital Group, LLC | 7,500 | $205.6 萬 | 0.77% | +250+3.4% | 加碼 |
| Ameritas Advisory Services, LLC | 7,524 | $206.0 萬 | 0.09% | −344−4.4% | 減碼 |
| Ingalls & Snyder LLC | 7,534 | $206.2 萬 | 0.08% | +41+0.5% | 加碼 |
| Financial Gravity Companies, Inc. | 7,543 | $206.5 萬 | 0.55% | +7,543 | 新進 |
| Wealthspire Advisors, LLC | 7,566 | $207.1 萬 | 0.02% | −152−2.0% | 減碼 |
| Bay Rivers Group | 7,599 | $208.0 萬 | 1.03% | +166+2.2% | 加碼 |
| Mirabella Financial Services LLP | 7,684 | $208.1 萬 | 0.12% | −145−1.9% | 減碼 |
| Wealth Alliance | 7,616 | $208.5 萬 | 0.25% | −1,416−15.7% | 減碼 |
| Quadrant Capital Group LLC | 7,618 | $208.5 萬 | 0.14% | +60+0.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 7,692 | $210.5 萬 | 0.53% | +780+11.3% | 加碼 |
| EPG Wealth Management LLC | 7,696 | $210.7 萬 | 0.53% | +7,696 | 加碼 |
| Umpqua Bank | 7,708 | $211.0 萬 | 0.77% | +34+0.4% | 加碼 |
| Ascent Wealth Partners, LLC | 7,714 | $211.1 萬 | 0.29% | −8−0.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 7,753 | $212.2 萬 | 0.36% | −105−1.3% | 減碼 |
| Wealth Management Partners, LLC | 7,757 | $212.3 萬 | 0.98% | −286−3.6% | 減碼 |
| RMR Wealth Builders | 7,770 | $212.7 萬 | 0.23% | −654−7.8% | 減碼 |
| Waldron Private Wealth LLC | 7,772 | $212.7 萬 | 0.09% | +919+13.4% | 加碼 |
| Field & Main Bank | 7,775 | $212.8 萬 | 0.76% | −72−0.9% | 減碼 |
| Thrive Wealth Management, LLC | 7,790 | $213.2 萬 | 0.39% | −442−5.4% | 減碼 |
| Norden Group LLC | 7,800 | $213.5 萬 | 0.25% | −4,207−35.0% | 減碼 |
| Beaumont Asset Management, L.L.C. | 7,807 | $213.7 萬 | 1.24% | −1,245−13.8% | 減碼 |
| PFC Capital Group, Inc. | 7,820 | $214.0 萬 | 1.03% | +250+3.3% | 加碼 |
| Albion Financial Group | 7,819 | $214.0 萬 | 0.15% | −31−0.4% | 減碼 |
| TSFG, LLC | 7,826 | $214.2 萬 | 0.47% | −914−10.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 7,868 | $215.4 萬 | 0.79% | +113+1.5% | 加碼 |
| Cinctive Capital Management LP | 7,868 | $215.4 萬 | 0.12% | +7,868 | 新進 |
| Bangor Savings Bank | 7,897 | $216.2 萬 | 0.20% | −200−2.5% | 減碼 |
| Stonegate Investment Group, LLC | 7,907 | $216.4 萬 | 0.06% | +14+0.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,925 | $216.9 萬 | 0.19% | +134+1.7% | 加碼 |
| South Dakota Investment Council | 7,928 | $217.0 萬 | 0.04% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 7,934 | $217.2 萬 | 0.31% | +424+5.6% | 加碼 |
| IFP Advisors, Inc | 7,994 | $218.8 萬 | 0.08% | −191−2.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $219.0 萬 | 0.65% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 8,016 | $219.4 萬 | 0.95% | +4,101+104.8% | 加碼 |
| Navalign, LLC | 8,017 | $219.4 萬 | 0.65% | +81+1.0% | 加碼 |
| Power Wealth Management LLC | 8,026 | $219.7 萬 | 0.94% | +904+12.7% | 加碼 |
| Graypoint LLC | 8,034 | $219.9 萬 | 0.14% | −1,915−19.2% | 減碼 |
| Nelson Capital Management, LLC | 8,039 | $220.0 萬 | 0.37% | +846+11.8% | 加碼 |
| Shepherd Financial Partners LLC | 8,050 | $220.3 萬 | 0.27% | +127+1.6% | 加碼 |
| Signet Financial Management, LLC | 8,061 | $220.6 萬 | 0.28% | +2,197+37.5% | 加碼 |
| DeDora Capital, Inc. | 8,067 | $220.8 萬 | 0.62% | +387+5.0% | 加碼 |
| Mizuho Securities Co. Ltd. | 8,090 | $221.4 萬 | 5.45% | −1,910−19.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 8,102 | $221.8 萬 | 1.64% | −5−0.1% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 8,119 | $222.2 萬 | 0.98% | +186+2.3% | 加碼 |