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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 1,653 | $45.2 萬 | 0.07% | −18−1.1% | 減碼 |
| GYL Financial Synergies, LLC | 1,667 | $45.6 萬 | 0.03% | −2−0.1% | 減碼 |
| Pioneer Wealth Management Group | 1,668 | $45.7 萬 | 0.22% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 1,683 | $46.0 萬 | 0.18% | −3−0.2% | 減碼 |
| New Republic Capital, LLC | 1,684 | $46.1 萬 | 0.26% | −872−34.1% | 減碼 |
| Wedge Capital Management L L P | 1,693 | $46.3 萬 | 0.01% | −26−1.5% | 減碼 |
| Copley Financial Group, Inc. | 1,693 | $46.3 萬 | 0.42% | +1,693 | 新進 |
| Sunpointe, LLC | 1,695 | $46.5 萬 | 0.38% | −84−4.7% | 減碼 |
| Farrell Financial LLC | 1,444 | $46.5 萬 | 0.33% | +1+0.1% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 1,710 | $46.8 萬 | 0.37% | −109−6.0% | 減碼 |
| Northwest & Ethical Investments L.P. | 1,710 | $46.8 萬 | 0.01% | +807+89.4% | 加碼 |
| Seeds Investor LLC | 1,714 | $46.9 萬 | 0.18% | +282+19.7% | 加碼 |
| United Advisor Group, LLC | 1,715 | $46.9 萬 | 0.11% | +838+95.6% | 加碼 |
| Cedar Wealth Management, LLC | 1,716 | $47.0 萬 | 0.15% | 00.0% | 不變 |
| JB Capital LLC | 1,716 | $47.0 萬 | 0.03% | −815−32.2% | 減碼 |
| Seven Mile Advisory | 1,723 | $47.2 萬 | 0.31% | +278+19.2% | 加碼 |
| J. W. Coons Advisors, LLC | 1,728 | $47.3 萬 | 0.12% | +26+1.5% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,731 | $47.4 萬 | 0.12% | −242−12.3% | 減碼 |
| Howland Capital Management LLC | 1,729 | $47.4 萬 | 0.02% | +64+3.8% | 加碼 |
| First Financial Corp | 1,732 | $47.4 萬 | 0.23% | −71−3.9% | 減碼 |
| One Wealth Advisors, LLC | 1,730 | $47.4 萬 | 0.07% | +6+0.3% | 加碼 |
| Stokes Family Office, LLC | 1,736 | $47.5 萬 | 0.05% | 00.0% | 不變 |
| Clarity Wealth Advisors, LLC | 1,738 | $47.6 萬 | 0.14% | +100+6.1% | 加碼 |
| Brown Financial Advisors | 1,739 | $47.6 萬 | 0.20% | +1,739 | 新進 |
| Semus Wealth Partners LLC | 1,740 | $47.6 萬 | 0.33% | −83−4.6% | 減碼 |
| IVC Wealth Advisors LLC | 1,741 | $47.7 萬 | 0.26% | −525−23.2% | 減碼 |
| Aspire Capital Advisors LLC | 1,749 | $47.9 萬 | 0.14% | +17+1.0% | 加碼 |
| Everpar Advisors LLC | 1,752 | $48.0 萬 | 0.25% | −119−6.4% | 減碼 |
| Trilogy Capital Inc. | 1,756 | $48.1 萬 | 0.02% | +162+10.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 1,756 | $48.1 萬 | 0.00% | +238+15.7% | 加碼 |
| Waters Parkerson & Co., LLC | 1,757 | $48.1 萬 | 0.02% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,763 | $48.3 萬 | 0.14% | +177+11.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,767 | $48.4 萬 | 0.13% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 1,772 | $48.5 萬 | 0.09% | +936+112.0% | 加碼 |
| Centurion Wealth Management LLC | 1,773 | $48.5 萬 | 0.15% | +1,773 | 新進 |
| Pacific Sage Partners, LLC | 1,773 | $48.5 萬 | 0.12% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 1,777 | $48.6 萬 | 0.01% | +132+8.0% | 加碼 |
| Patron Partners Advisors, LLC | 1,793 | $49.1 萬 | 0.27% | −87−4.6% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,798 | $49.2 萬 | 0.08% | −32−1.7% | 減碼 |
| True North Advisors, LLC | 1,803 | $49.3 萬 | 0.13% | −18−1.0% | 減碼 |
| Oxford Financial Group Ltd | 1,803 | $49.4 萬 | 0.03% | −537−22.9% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,810 | $49.5 萬 | 0.16% | +28+1.6% | 加碼 |
| Balanced Rock Investment Advisor | 1,811 | $49.6 萬 | 0.39% | −40−2.2% | 減碼 |
| Chaney Capital Management, Inc. | 1,814 | $49.7 萬 | 0.28% | +3+0.2% | 加碼 |
| Essex LLC | 1,814 | $49.7 萬 | 0.10% | +60+3.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,818 | $49.8 萬 | 0.01% | 00.0% | 不變 |
| ASB Consultores, LLC | 1,820 | $49.8 萬 | 0.20% | −3−0.2% | 減碼 |
| Leavell Investment Management, Inc. | 1,818 | $49.8 萬 | 0.02% | −22−1.2% | 減碼 |
| McDaniel Terry & Co | 1,823 | $49.9 萬 | 0.04% | +1+0.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,828 | $50.0 萬 | 0.05% | −58−3.1% | 減碼 |
| Iams Wealth Management, LLC | 1,842 | $50.4 萬 | 0.25% | −397−17.7% | 減碼 |
| LVW Advisors, LLC | 1,846 | $50.5 萬 | 0.06% | +20+1.1% | 加碼 |
| Baxter Bros Inc | 1,847 | $50.6 萬 | 0.07% | −57−3.0% | 減碼 |
| Advus Financial Partners, LLC | 1,851 | $50.7 萬 | 0.14% | −22−1.2% | 減碼 |
| Saiph Capital, LLC | 1,851 | $50.7 萬 | 0.24% | +4+0.2% | 加碼 |
| First Heartland Consultants, Inc. | 1,851 | $50.7 萬 | 0.05% | +496+36.6% | 加碼 |
| Berry Wealth Group, LP | 1,855 | $50.8 萬 | 0.36% | +6+0.3% | 加碼 |
| Arcataur Capital Management LLC | 1,855 | $50.8 萬 | 0.17% | −5−0.3% | 減碼 |
| Avalon Trust Co | 1,856 | $50.8 萬 | 0.04% | −425−18.6% | 減碼 |
| Geller Advisors LLC | 1,854 | $50.8 萬 | 0.04% | +84+4.7% | 加碼 |
| Raleigh Capital Management Inc. | 1,858 | $50.9 萬 | 0.20% | +130+7.5% | 加碼 |
| Financial Insights, Inc. | 1,865 | $51.0 萬 | 0.16% | −1,701−47.7% | 減碼 |
| Waypoint Wealth Partners Inc. | 1,870 | $51.2 萬 | 0.14% | +325+21.0% | 加碼 |
| PSI Advisors, LLC | 1,874 | $51.3 萬 | 0.15% | +1+0.1% | 加碼 |
| FFT Wealth Management LLC | 1,875 | $51.3 萬 | 0.04% | +250+15.4% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,876 | $51.3 萬 | 0.05% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 1,889 | $51.7 萬 | 0.11% | +137+7.8% | 加碼 |
| SevenBridge Financial Group, LLC | 1,518 | $51.9 萬 | 0.10% | +344+29.3% | 加碼 |
| Fermata Advisors, LLC | 1,896 | $51.9 萬 | 0.11% | +511+36.9% | 加碼 |
| Sax Wealth Advisors, LLC | 1,899 | $52.0 萬 | 0.05% | +962+102.7% | 加碼 |
| Winthrop Advisory Group LLC | 1,899 | $52.1 萬 | 0.06% | +1+0.1% | 加碼 |
| Financial Engines Advisors L.L.C. | 1,905 | $52.2 萬 | 0.00% | −7,646−80.1% | 減碼 |
| Jeppson Wealth Management, LLC | 1,908 | $52.2 萬 | 0.19% | +1+0.1% | 加碼 |
| Elevated Capital Advisors, LLC | 1,909 | $52.3 萬 | 0.14% | +1,909 | 新進 |
| Telos Capital Management, Inc. | 1,911 | $52.3 萬 | 0.05% | −229−10.7% | 減碼 |
| Amussen Hunsaker Associates LLC | 1,916 | $52.4 萬 | 0.08% | −7−0.4% | 減碼 |
| Battery Global Advisors, LLC | 1,914 | $52.5 萬 | 0.29% | 00.0% | 不變 |
| Riversedge Advisors, LLC | 1,920 | $52.6 萬 | 0.12% | +122+6.8% | 加碼 |
| Northern Financial Advisors Inc | 1,923 | $52.6 萬 | 0.40% | −101−5.0% | 減碼 |
| Sage Private Wealth Group, LLC | 1,926 | $52.7 萬 | 0.42% | +145+8.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,927 | $52.7 萬 | 0.30% | +167+9.5% | 加碼 |
| Root Financial Partners, LLC | 1,934 | $52.9 萬 | 0.08% | +150+8.4% | 加碼 |
| Copperleaf Capital, LLC | 1,941 | $53.1 萬 | 0.41% | +74+4.0% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,946 | $53.3 萬 | 0.21% | +752+63.0% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 1,931 | $53.4 萬 | 0.01% | −197−9.3% | 減碼 |
| Peninsula Wealth, LLC | 1,839 | $53.5 萬 | 0.09% | +114+6.6% | 加碼 |
| Silver Coast Investments LLC | 1,955 | $53.5 萬 | 0.20% | +40+2.1% | 加碼 |
| Carson Advisory Inc. | 1,956 | $53.5 萬 | 0.34% | +18+0.9% | 加碼 |
| Waterloo Capital, L.P. | 1,962 | $53.7 萬 | 0.06% | +429+28.0% | 加碼 |
| Long Run Wealth Advisors, LLC | 1,962 | $53.7 萬 | 0.13% | +1,962 | 新進 |
| Capital Performance Advisors LLP | 1,963 | $53.7 萬 | 0.16% | +260+15.3% | 加碼 |
| Cypress Point Wealth Management, LLC | 1,963 | $53.7 萬 | 0.21% | +87+4.6% | 加碼 |
| FNY Investment Advisers, LLC | 1,966 | $53.8 萬 | 0.26% | +1,966 | 新進 |
| Focused Wealth Management, Inc | 1,966 | $53.8 萬 | 0.07% | +83+4.4% | 加碼 |
| Hilltop National Bank | 1,968 | $53.9 萬 | 0.16% | −34−1.7% | 減碼 |
| D'Orazio & Associates, Inc. | 1,969 | $53.9 萬 | 0.08% | −2−0.1% | 減碼 |
| Connecticut Wealth Management, LLC | 1,971 | $53.9 萬 | 0.03% | −22−1.1% | 減碼 |
| Intrua Financial, LLC | 1,978 | $54.1 萬 | 0.09% | +92+4.9% | 加碼 |
| TFB Advisors LLC | 1,986 | $54.4 萬 | 0.16% | +63+3.3% | 加碼 |
| Northwest Financial Advisors | 1,986 | $54.4 萬 | 0.43% | −16−0.8% | 減碼 |