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
- 2,657
- 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 1,014 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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 1,349 | $36.9 萬 | 0.02% | +164+13.8% | 加碼 |
| HCR Wealth Advisors | 1,358 | $37.2 萬 | 0.05% | +120+9.7% | 加碼 |
| Bellecapital International Ltd. | 1,359 | $37.2 萬 | 0.07% | 00.0% | 不變 |
| Lake Street Financial LLC | 1,359 | $37.2 萬 | 0.06% | −9,663−87.7% | 減碼 |
| Kolinsky Wealth Management, LLC | 1,360 | $37.2 萬 | 0.24% | +59+4.5% | 加碼 |
| Strata Wealth Advisors, LLC | 1,366 | $37.4 萬 | 0.12% | +129+10.4% | 加碼 |
| Shay Capital LLC | 1,380 | $37.8 萬 | 0.11% | +1,380 | 新進 |
| White Knight Strategic Wealth Advisors, LLC | 1,382 | $37.8 萬 | 0.34% | +40+3.0% | 加碼 |
| Greenfield Savings Bank | 1,383 | $37.9 萬 | 0.18% | +1,383 | 新進 |
| Lodestar Private Asset Management LLC | 1,384 | $37.9 萬 | 0.05% | −22−1.6% | 減碼 |
| Arvest Bank Trust Division | 1,388 | $38.0 萬 | 0.02% | +1,388 | 新進 |
| Talon Private Wealth, LLC | 1,389 | $38.0 萬 | 0.08% | +1,389 | 新進 |
| Sierra Summit Advisors LLC | 1,390 | $38.0 萬 | 0.09% | −32,188−95.9% | 減碼 |
| Susquehanna International Group Ltd. | 1,392 | $38.1 萬 | 0.08% | +1,392 | 新進 |
| Tradition Wealth Management, LLC | 1,396 | $38.2 萬 | 0.03% | −147−9.5% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 1,397 | $38.2 萬 | 0.12% | −283−16.8% | 減碼 |
| Dorchester Wealth Management Co | 1,400 | $38.3 萬 | 0.07% | 00.0% | 不變 |
| Cantor Fitzgerald Investment Adviser L.P. | 1,400 | $38.3 萬 | 0.03% | +1,400 | 新進 |
| IFG Advisors, LLC | 1,400 | $38.3 萬 | 0.08% | 00.0% | 不變 |
| Avenue 1 Advisors, LLC | 1,411 | $38.6 萬 | 0.14% | +30+2.2% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,416 | $38.8 萬 | 0.11% | +25+1.8% | 加碼 |
| Financial Partners Group, Inc | 1,418 | $38.8 萬 | 0.06% | +132+10.3% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 1,420 | $38.9 萬 | 0.19% | −38−2.6% | 減碼 |
| King Wealth | 1,423 | $38.9 萬 | 0.06% | −1,379−49.2% | 減碼 |
| First Foundation Advisors | 1,422 | $38.9 萬 | 0.01% | +854+150.4% | 加碼 |
| Gemmer Asset Management LLC | 1,424 | $39.0 萬 | 0.04% | −207−12.7% | 減碼 |
| AllSquare Wealth Management LLC | 1,424 | $39.0 萬 | 0.22% | 00.0% | 不變 |
| Muirfield Wealth Advisors LLC | 1,424 | $39.0 萬 | 0.33% | +324+29.5% | 加碼 |
| Creative Financial Designs Inc | 1,429 | $39.1 萬 | 0.03% | +15+1.1% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 1,431 | $39.2 萬 | 0.29% | −2,411−62.8% | 減碼 |
| Adirondack Trust Co | 1,432 | $39.2 萬 | 0.15% | +91+6.8% | 加碼 |
| Fulcrum Capital LLC | 1,438 | $39.4 萬 | 0.09% | −445−23.6% | 減碼 |
| DC Investments Management, LLC | 1,441 | $39.4 萬 | 0.28% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 1,442 | $39.5 萬 | 0.06% | +85+6.3% | 加碼 |
| Mattern Wealth Management LLC | 1,444 | $39.5 萬 | 0.09% | −98−6.4% | 減碼 |
| Paladin Advisory Group, LLC | 1,446 | $39.6 萬 | 0.29% | −18−1.2% | 減碼 |
| Cobblestone Capital Advisors LLC | 1,451 | $39.7 萬 | 0.02% | −20−1.4% | 減碼 |
| Integrated Investment Consultants, LLC | 1,458 | $39.9 萬 | 0.09% | −195−11.8% | 減碼 |
| OneAscent Financial Services LLC | 1,459 | $40.0 萬 | 0.29% | −1,227−45.7% | 減碼 |
| Smith Thornton Advisors LLC | 1,462 | $40.0 萬 | 0.26% | −41−2.7% | 減碼 |
| BlackDiamond Wealth Management Inc. | 1,174 | $40.1 萬 | 0.24% | +119+11.3% | 加碼 |
| Grandfield & Dodd, LLC | 1,464 | $40.1 萬 | 0.02% | −7−0.5% | 減碼 |
| Smith, Moore & Co. | 1,468 | $40.2 萬 | 0.04% | −691−32.0% | 減碼 |
| KC Investment Advisors, LLC | 1,471 | $40.3 萬 | 0.17% | +66+4.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,573 | $40.4 萬 | 0.15% | 00.0% | 不變 |
| Guardian Asset Advisors, LLC | 1,490 | $40.8 萬 | 0.28% | +1,490 | 新進 |
| DCM Advisors, LLC | 1,495 | $40.9 萬 | 0.21% | −85−5.4% | 減碼 |
| West Oak Capital, LLC | 1,495 | $40.9 萬 | 0.08% | 00.0% | 不變 |
| Retirement Income Solutions, Inc | 1,496 | $40.9 萬 | 0.09% | −14−0.9% | 減碼 |
| Sustainable Insight Capital Management, LLC | 1,499 | $41.0 萬 | 0.19% | +600+66.7% | 加碼 |
| Harbor Advisors LLC | 1,500 | $41.1 萬 | 0.07% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 1,500 | $41.1 萬 | 0.01% | 00.0% | 不變 |
| Madison Park Capital Advisors, LLC | 1,500 | $41.1 萬 | 0.31% | 00.0% | 不變 |
| Keystone Financial Group | 1,501 | $41.1 萬 | 0.05% | −37−2.4% | 減碼 |
| Waddell & Associates, LLC | 1,507 | $41.2 萬 | 0.05% | −16−1.1% | 減碼 |
| MRP Capital Investments, LLC | 1,510 | $41.3 萬 | 0.39% | −119−7.3% | 減碼 |
| Ssi Investment Management LLC | 1,513 | $41.4 萬 | 0.03% | −1−0.1% | 減碼 |
| Tyler-Stone Wealth Management | 1,522 | $41.7 萬 | 0.08% | +849+126.2% | 加碼 |
| RiverGlades Family Offices LLC | 1,525 | $41.7 萬 | 0.30% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 1,529 | $41.9 萬 | 0.06% | 00.0% | 不變 |
| Harmony Asset Management LLC | 1,529 | $41.9 萬 | 0.15% | +209+15.8% | 加碼 |
| Advisor OS, LLC | 1,532 | $41.9 萬 | 0.04% | −101−6.2% | 減碼 |
| Wetzel Investment Advisors, Inc. | 1,532 | $42.0 萬 | 0.21% | +199+14.9% | 加碼 |
| WMS Partners, LLC | 1,541 | $42.2 萬 | 0.02% | +43+2.9% | 加碼 |
| Dougherty Wealth Advisers LLC | 1,549 | $42.4 萬 | 0.34% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,562 | $42.8 萬 | 0.04% | −35−2.2% | 減碼 |
| Apexium Financial, LP | 1,564 | $42.8 萬 | 0.03% | −43−2.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 1,565 | $42.8 萬 | 0.02% | +22+1.4% | 加碼 |
| Ransom Advisory, Ltd | 1,568 | $42.9 萬 | 0.20% | −175−10.0% | 減碼 |
| Olistico Wealth, LLC | 1,572 | $43.0 萬 | 0.26% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 1,575 | $43.1 萬 | 0.22% | 00.0% | 不變 |
| Busey Wealth Management | 1,578 | $43.2 萬 | 0.01% | −32−2.0% | 減碼 |
| Jacobsen Capital Management | 1,578 | $43.2 萬 | 0.18% | +176+12.6% | 加碼 |
| Strategic Advocates LLC | 1,584 | $43.4 萬 | 0.16% | −9,359−85.5% | 減碼 |
| Canton Hathaway, LLC | 1,588 | $43.5 萬 | 0.11% | +500+46.0% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,590 | $43.5 萬 | 0.76% | −5,270−76.8% | 減碼 |
| LJI Wealth Management, LLC | 1,595 | $43.7 萬 | 0.09% | −16−1.0% | 減碼 |
| Welch Group, LLC | 1,596 | $43.7 萬 | 0.02% | +718+81.8% | 加碼 |
| M3 Advisory Group, LLC | 1,601 | $43.8 萬 | 0.32% | +101+6.7% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,612 | $44.1 萬 | 0.04% | +212+15.1% | 加碼 |
| CVA Family Office, LLC | 1,614 | $44.2 萬 | 0.07% | +132+8.9% | 加碼 |
| Accredited Investors Inc. | 1,618 | $44.3 萬 | 0.03% | +689+74.2% | 加碼 |
| Private Portfolio Partners LLC | 1,619 | $44.3 萬 | 0.08% | +1,619 | 新進 |
| Revolve Wealth Partners, LLC | 1,622 | $44.4 萬 | 0.07% | −188−10.4% | 減碼 |
| Convergence Investment Partners, LLC | 1,622 | $44.4 萬 | 0.12% | −45−2.7% | 減碼 |
| Tobam | 1,625 | $44.5 萬 | 0.08% | −144−8.1% | 減碼 |
| V2 Financial group LLC | 1,628 | $44.6 萬 | 0.29% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 1,634 | $44.7 萬 | 0.11% | +102+6.7% | 加碼 |
| American National Bank | 1,635 | $44.8 萬 | 0.05% | −22−1.3% | 減碼 |
| Richardson Financial Services Inc. | 1,742 | $44.8 萬 | 0.28% | +16+0.9% | 加碼 |
| Proficio Capital Partners LLC | 1,638 | $44.8 萬 | 0.04% | −426−20.6% | 減碼 |
| Verdad Advisers, LP | 1,642 | $44.9 萬 | 0.60% | +1,642 | 新進 |
| Aveo Capital Partners, LLC | 1,645 | $45.0 萬 | 0.05% | +166+11.2% | 加碼 |
| LBMC Investment Advisors, LLC | 1,646 | $45.1 萬 | 0.04% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,647 | $45.1 萬 | 0.05% | −373−18.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 1,649 | $45.1 萬 | 0.09% | −47−2.8% | 減碼 |
| Hyperion Partners, LLC | 1,651 | $45.2 萬 | 0.29% | −9−0.5% | 減碼 |
| Beacon Financial Group | 1,651 | $45.2 萬 | 0.05% | −160−8.8% | 減碼 |
| SlateStone Wealth, LLC | 1,653 | $45.2 萬 | 0.04% | −20−1.2% | 減碼 |
| Cottage Street Advisors LLC | 1,652 | $45.2 萬 | 0.25% | −125−7.0% | 減碼 |