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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 10,360 | $283.6 萬 | 0.67% | +1,050+11.3% | 加碼 |
| Cable Hill Partners, LLC | 10,366 | $284.1 萬 | 0.28% | −38−0.4% | 減碼 |
| Conscious Wealth Investments, LLC | 10,046 | $285.8 萬 | 1.97% | +54+0.5% | 加碼 |
| Citizens Business Bank | 10,472 | $286.6 萬 | 0.58% | −179−1.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 10,493 | $287.2 萬 | 0.05% | −501−4.6% | 減碼 |
| Institute for Wealth Management, LLC. | 10,514 | $287.8 萬 | 0.36% | +569+5.7% | 加碼 |
| Community Financial Services Group, LLC | 10,524 | $288.1 萬 | 0.59% | −229−2.1% | 減碼 |
| Hilltop Holdings Inc. | 10,597 | $290.0 萬 | 0.19% | +6,148+138.2% | 加碼 |
| Naples Global Advisors, LLC | 10,586 | $290.1 萬 | 0.27% | +3,555+50.6% | 加碼 |
| GPM Growth Investors, Inc. | 10,662 | $291.8 萬 | 1.21% | +223+2.1% | 加碼 |
| OMC Financial Services LTD | 11,359 | $292.0 萬 | 1.38% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 10,692 | $292.7 萬 | 0.11% | −5,021−32.0% | 減碼 |
| Roundview Capital LLC | 10,714 | $293.3 萬 | 0.21% | +16+0.1% | 加碼 |
| Fidelis Capital Partners, LLC | 10,322 | $293.6 萬 | 0.35% | +779+8.2% | 加碼 |
| RFG Advisory, LLC | 10,746 | $294.1 萬 | 0.09% | +53+0.5% | 加碼 |
| Fortis Capital Management LLC | 10,784 | $295.2 萬 | 0.59% | +10,784 | 新進 |
| Hancock Whitney Corp | 10,807 | $295.8 萬 | 0.10% | +88+0.8% | 加碼 |
| Sumitomo Life Insurance Co | 10,880 | $297.8 萬 | 0.06% | +260+2.4% | 加碼 |
| Ronald Blue Trust, Inc. | 11,610 | $298.5 萬 | 0.04% | +3,065+35.9% | 加碼 |
| Two Sigma Investments, LP | 10,916 | $298.8 萬 | 0.01% | +700+6.9% | 加碼 |
| Cabot Wealth Management Inc | 10,981 | $300.6 萬 | 0.38% | −5,949−35.1% | 減碼 |
| Sachetta, LLC | 10,986 | $300.7 萬 | 1.19% | +10,790+5,505.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 10,988 | $300.8 萬 | 0.29% | −5,206−32.1% | 減碼 |
| Lake Street Advisors Group, LLC | 11,025 | $302.2 萬 | 0.14% | −460−4.0% | 減碼 |
| Westpac Banking Corp | 11,133 | $304.7 萬 | 0.20% | −2,513−18.4% | 減碼 |
| Weiss Asset Management LP | 11,136 | $304.8 萬 | 0.08% | +11,136 | 新進 |
| OV Management LLC | 11,157 | $305.4 萬 | 2.03% | +411+3.8% | 加碼 |
| Cohen Investment Advisors LLC | 11,180 | $306.0 萬 | 1.87% | +1,034+10.2% | 加碼 |
| RWM Asset Management, LLC | 11,204 | $306.7 萬 | 0.54% | −1,165−9.4% | 減碼 |
| Trust Asset Management LLC | 11,221 | $307.1 萬 | 0.24% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 11,251 | $308.0 萬 | 0.14% | −95−0.8% | 減碼 |
| Enterprise Bank & Trust Co | 11,332 | $310.2 萬 | 1.00% | +44+0.4% | 加碼 |
| Graphene Investments SAS | 11,400 | $312.0 萬 | 2.00% | +11,400 | 新進 |
| First Hawaiian Bank | 11,420 | $312.6 萬 | 0.10% | −281−2.4% | 減碼 |
| Integrated Advisors Network LLC | 11,451 | $313.4 萬 | 0.15% | +190+1.7% | 加碼 |
| Alberta Investment Management Corp | 11,500 | $314.8 萬 | 0.03% | +10,500+1,050.0% | 加碼 |
| NBC Securities, Inc. | 11,598 | $317.4 萬 | 0.27% | −607−5.0% | 減碼 |
| SeaCrest Wealth Management, LLC | 11,638 | $318.5 萬 | 0.34% | −379−3.2% | 減碼 |
| Wright Investors Service Inc | 11,696 | $320.1 萬 | 0.84% | +343+3.0% | 加碼 |
| Pitcairn Co | 11,708 | $320.5 萬 | 0.19% | −1,709−12.7% | 減碼 |
| Wellington Shields Capital Management, LLC | 11,711 | $320.5 萬 | 0.56% | −332−2.8% | 減碼 |
| Roberts Wealth Advisors, LLC | 11,004 | $320.8 萬 | 1.04% | +312+2.9% | 加碼 |
| New Hampshire Trust | 11,786 | $322.6 萬 | 0.69% | +58+0.5% | 加碼 |
| Mutual Advisors, LLC | 11,356 | $325.7 萬 | 0.10% | −2,187−16.1% | 減碼 |
| Rockline Wealth Management, LLC | 11,909 | $326.0 萬 | 0.92% | −108−0.9% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 11,933 | $326.6 萬 | 1.35% | +26+0.2% | 加碼 |
| Atomi Financial Group, Inc. | 11,999 | $328.4 萬 | 0.21% | +2,589+27.5% | 加碼 |
| Gs Investments, Inc. | 12,034 | $329.4 萬 | 1.47% | +5,088+73.3% | 加碼 |
| Finer Wealth Management, Inc. | 12,052 | $329.9 萬 | 2.04% | +105+0.9% | 加碼 |
| Merit Financial Group, LLC | 12,082 | $330.7 萬 | 0.07% | −4,271−26.1% | 減碼 |
| Kelly Lawrence W & Associates Inc | 12,144 | $332.4 萬 | 0.75% | +1,949+19.1% | 加碼 |
| Diversified Trust Co | 12,193 | $333.7 萬 | 0.08% | −1,576−11.4% | 減碼 |
| Green Harvest Asset Management LLC | 12,214 | $334.3 萬 | 0.07% | +67+0.6% | 加碼 |
| Carmignac Gestion | 12,212 | $334.6 萬 | 0.06% | +58+0.5% | 加碼 |
| River Wealth Advisors LLC | 12,228 | $334.7 萬 | 0.45% | +12,228 | 新進 |
| Verition Fund Management LLC | 12,302 | $336.7 萬 | 0.02% | −7,292−37.2% | 減碼 |
| Harbor Investment Advisory, LLC | 29,008 | $338.6 萬 | 0.33% | −80−0.3% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 12,498 | $338.6 萬 | 0.61% | +192+1.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 12,424 | $340.1 萬 | 0.12% | +5,299+74.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 12,486 | $341.8 萬 | 0.28% | +2,577+26.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 12,613 | $345.2 萬 | 2.09% | +2,393+23.4% | 加碼 |
| Laurel Wealth Advisors LLC | 12,639 | $345.9 萬 | 0.56% | −40.0% | 減碼 |
| Stelac Advisory Services LLC | 12,690 | $347.3 萬 | 1.41% | −15,468−54.9% | 減碼 |
| Independence Bank of Kentucky | 12,753 | $349.1 萬 | 0.75% | +42+0.3% | 加碼 |
| Icon Advisers Inc | 12,900 | $349.4 萬 | 0.73% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 12,804 | $350.5 萬 | 1.13% | −143−1.1% | 減碼 |
| Winch Advisory Services, LLC | 12,807 | $350.5 萬 | 0.97% | −82−0.6% | 減碼 |
| Jackson Hole Capital Partners, LLC | 12,860 | $352.0 萬 | 0.73% | +962+8.1% | 加碼 |
| IPG Investment Advisors LLC | 12,866 | $352.6 萬 | 0.77% | −2,825−18.0% | 減碼 |
| Bridgeway Capital Management, LLC | 12,900 | $353.1 萬 | 0.08% | −700−5.1% | 減碼 |
| Savoie Capital LLC | 12,900 | $353.1 萬 | 0.43% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 12,917 | $353.6 萬 | 1.36% | −1,428−10.0% | 減碼 |
| Western Wealth Management, LLC | 12,918 | $353.6 萬 | 0.20% | +2,060+19.0% | 加碼 |
| Centaurus Financial, Inc. | 12,958 | $354.7 萬 | 0.23% | +494+4.0% | 加碼 |
| Harrell Investment Partners, LLC | 12,971 | $355.0 萬 | 1.00% | +137+1.1% | 加碼 |
| Ritholtz Wealth Management | 12,977 | $355.2 萬 | 0.11% | +160+1.2% | 加碼 |
| Davidson Capital Management Inc. | 13,037 | $356.8 萬 | 1.03% | −119−0.9% | 減碼 |
| Garrett Investment Advisors LLC | 13,040 | $356.9 萬 | 0.36% | +582+4.7% | 加碼 |
| Qtron Investments LLC | 13,108 | $358.8 萬 | 0.49% | +2,301+21.3% | 加碼 |
| Atom Investors LP | 13,179 | $360.7 萬 | 0.38% | −8,661−39.7% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 13,198 | $361.2 萬 | 0.73% | −2,535−16.1% | 減碼 |
| Ocean Capital Management, LLC | 13,258 | $362.9 萬 | 0.85% | +1,834+16.1% | 加碼 |
| Courier Capital LLC | 13,270 | $363.2 萬 | 0.25% | +337+2.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 13,289 | $363.7 萬 | 0.16% | −4,281−24.4% | 減碼 |
| Transcend Wealth Collective, LLC | 13,303 | $364.1 萬 | 0.24% | −83−0.6% | 減碼 |
| Axxcess Wealth Management, LLC | 13,316 | $364.5 萬 | 0.09% | −6,775−33.7% | 減碼 |
| International Assets Investment Management, LLC | 1,002,848 | $366.4 萬 | 0.02% | +998,628+23,664.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 13,414 | $367.2 萬 | 0.36% | +13,414 | 新進 |
| Private Advisory Group LLC | 13,488 | $369.2 萬 | 0.47% | +12,296+1,031.5% | 加碼 |
| Northcape Capital Pty Ltd | 13,522 | $370.1 萬 | 0.55% | −2,444−15.3% | 減碼 |
| West Michigan Advisors, LLC | 13,522 | $370.2 萬 | 1.12% | +11,897+732.1% | 加碼 |
| Canal Capital Management, LLC | 13,568 | $371.4 萬 | 0.59% | +505+3.9% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 13,693 | $374.8 萬 | 0.75% | +1,468+12.0% | 加碼 |
| Richard Bernstein Advisors LLC | 13,758 | $376.6 萬 | 0.08% | +13,758 | 新進 |
| CWA Asset Management Group, LLC | 13,772 | $376.9 萬 | 0.20% | +13,772 | 新進 |
| John G Ullman & Associates Inc | 13,800 | $377.7 萬 | 0.54% | −900−6.1% | 減碼 |
| KCM Investment Advisors LLC | 13,866 | $379.5 萬 | 0.13% | −155−1.1% | 減碼 |
| WD Rutherford LLC | 13,981 | $382.7 萬 | 1.87% | +278+2.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 13,990 | $382.9 萬 | 0.23% | +492+3.6% | 加碼 |
| Redwood Investments, LLC | 13,998 | $383.1 萬 | 1.14% | −326−2.3% | 減碼 |