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 |
|---|---|---|---|---|---|
| SPC Financial, Inc. | 1,995 | $54.6 萬 | 0.05% | +71+3.7% | 加碼 |
| Traveka Wealth, LLC | 1,996 | $54.6 萬 | 0.28% | +77+4.0% | 加碼 |
| Latko Wealth Management, Ltd. | 2,000 | $54.7 萬 | 0.33% | +2,000 | 新進 |
| Grace & Mercy Foundation, Inc. | 2,000 | $54.7 萬 | 0.12% | −5,500−73.3% | 減碼 |
| Alley Investment Management Company, LLC | 2,000 | $54.7 萬 | 0.07% | −3−0.1% | 減碼 |
| Phillips Wealth Planners LLC | 1,886 | $54.9 萬 | 0.53% | +328+21.1% | 加碼 |
| Heartland Bank & Trust Co | 2,014 | $55.1 萬 | 0.30% | −130−6.1% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,020 | $55.3 萬 | 0.04% | −563−21.8% | 減碼 |
| Bigelow Investment Advisors, LLC | 2,022 | $55.3 萬 | 0.25% | +143+7.6% | 加碼 |
| Roberts Glore & Co Inc | 2,024 | $55.4 萬 | 0.16% | −75−3.6% | 減碼 |
| Tyche Wealth Partners LLC | 2,029 | $55.5 萬 | 0.13% | −56−2.7% | 減碼 |
| New Century Financial Group, LLC | 2,038 | $55.8 萬 | 0.20% | +1,248+158.0% | 加碼 |
| Boston Trust Walden Corp | 2,039 | $55.8 萬 | 0.00% | 00.0% | 不變 |
| Redwood Financial Network Corp | 2,041 | $55.9 萬 | 0.44% | −100−4.7% | 減碼 |
| SFM, LLC | 2,042 | $55.9 萬 | 0.42% | −4−0.2% | 減碼 |
| Lakeview Capital Partners, LLC | 2,050 | $56.1 萬 | 0.09% | −90−4.2% | 減碼 |
| Global Assets Advisory, LLC | 2,072 | $56.1 萬 | 0.31% | +2,072 | 新進 |
| Addison Advisors LLC | 2,052 | $56.2 萬 | 0.16% | +177+9.4% | 加碼 |
| Eqis Capital Management, Inc. | 2,066 | $56.5 萬 | 0.05% | −1,921−48.2% | 減碼 |
| Altfest L J & Co Inc | 2,074 | $56.8 萬 | 0.08% | −181−8.0% | 減碼 |
| White Pine Capital LLC | 2,077 | $56.8 萬 | 0.19% | +113+5.8% | 加碼 |
| Synergy Financial Group, LTD | 2,077 | $56.9 萬 | 0.54% | +120+6.1% | 加碼 |
| FF Advisors,LLC | 1,955 | $57.0 萬 | 0.37% | 00.0% | 不變 |
| 626 Financial, LLC | 2,085 | $57.1 萬 | 0.32% | −229−9.9% | 減碼 |
| Eagle Strategies LLC | 2,086 | $57.1 萬 | 0.10% | −4,447−68.1% | 減碼 |
| Laffer Tengler Investments | 2,086 | $57.1 萬 | 0.12% | −53−2.5% | 減碼 |
| Walkner Condon Financial Advisors LLC | 2,093 | $57.3 萬 | 0.12% | −10.0% | 減碼 |
| Cedrus LLC | 2,096 | $57.4 萬 | 0.21% | +157+8.1% | 加碼 |
| Ramiah Investment Group | 2,100 | $57.5 萬 | 0.54% | −537−20.4% | 減碼 |
| ORG Wealth Partners, LLC | 2,111 | $57.8 萬 | 0.19% | +2,111 | 新進 |
| Peterson Wealth Services | 2,116 | $57.9 萬 | 0.18% | +101+5.0% | 加碼 |
| LRI Investments, LLC | 24,968 | $57.9 萬 | 0.06% | +23,418+1,510.8% | 加碼 |
| Western Pacific Wealth Management, LP | 2,116 | $57.9 萬 | 0.39% | −2,573−54.9% | 減碼 |
| Centiva Capital, LP | 2,133 | $58.4 萬 | 0.03% | −912−30.0% | 減碼 |
| Marino, Stram & Associates LLC | 2,137 | $58.5 萬 | 0.13% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 2,140 | $58.6 萬 | 0.13% | +145+7.3% | 加碼 |
| H&H Retirement Design & Management INC | 2,035 | $58.7 萬 | 0.35% | +489+31.6% | 加碼 |
| Apollon Financial, LLC | 2,147 | $58.8 萬 | 0.17% | +20+0.9% | 加碼 |
| Brio Consultants, LLC | 2,149 | $58.8 萬 | 0.09% | +141+7.0% | 加碼 |
| Confluence Wealth Services, Inc. | 2,154 | $58.9 萬 | 0.04% | −358−14.3% | 減碼 |
| Fort Point Capital Partners LLC | 2,158 | $59.1 萬 | 0.07% | +21+1.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,160 | $59.1 萬 | 0.06% | +117+5.7% | 加碼 |
| RAM Investment Partners, LLC | 2,163 | $59.2 萬 | 0.15% | +27+1.3% | 加碼 |
| WBH Advisory Inc | 2,164 | $59.2 萬 | 0.06% | −123−5.4% | 減碼 |
| Beacon Financial Advisory LLC | 2,172 | $59.4 萬 | 0.20% | +525+31.9% | 加碼 |
| Verdence Capital Advisors LLC | 2,174 | $59.5 萬 | 0.05% | +219+11.2% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 2,175 | $59.5 萬 | 0.41% | +850+64.2% | 加碼 |
| Montag A & Associates Inc | 2,173 | $59.6 萬 | 0.03% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 2,192 | $60.0 萬 | 0.06% | +25+1.2% | 加碼 |
| Headinvest, LLC | 2,194 | $60.1 萬 | 0.11% | −15−0.7% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,202 | $60.3 萬 | 0.03% | +673+44.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,204 | $60.3 萬 | 0.06% | −17−0.8% | 減碼 |
| Good Life Advisors, LLC | 2,216 | $60.7 萬 | 0.04% | +581+35.5% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 2,218 | $60.7 萬 | 0.09% | +265+13.6% | 加碼 |
| Westover Capital Advisors, LLC | 2,223 | $60.8 萬 | 0.12% | −240−9.7% | 減碼 |
| Magnus Financial Group LLC | 2,234 | $61.1 萬 | 0.06% | −333−13.0% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,239 | $61.3 萬 | 0.03% | +43+2.0% | 加碼 |
| Crumly & Associates Inc. | 2,244 | $61.4 萬 | 0.17% | +10+0.4% | 加碼 |
| 17 Capital Partners, LLC | 2,252 | $61.6 萬 | 0.40% | +10+0.4% | 加碼 |
| Advisory Alpha, LLC | 2,252 | $61.7 萬 | 0.02% | +408+22.1% | 加碼 |
| Covenant Partners, LLC | 2,258 | $61.8 萬 | 0.18% | +257+12.8% | 加碼 |
| Berger Financial Group, Inc | 2,267 | $62.1 萬 | 0.04% | +116+5.4% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 2,271 | $62.2 萬 | 0.13% | −374−14.1% | 減碼 |
| Pegasus Partners Ltd. | 2,272 | $62.2 萬 | 0.06% | +270+13.5% | 加碼 |
| Truvestments Capital LLC | 2,276 | $62.3 萬 | 0.17% | +349+18.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 2,284 | $62.5 萬 | 0.05% | −107−4.5% | 減碼 |
| Accel Wealth Management | 2,284 | $62.5 萬 | 0.23% | +40+1.8% | 加碼 |
| Duncan Williams Asset Management, LLC | 2,294 | $62.8 萬 | 0.35% | +2,294 | 新進 |
| Ausdal Financial Partners, Inc. | 2,296 | $62.8 萬 | 0.07% | +342+17.5% | 加碼 |
| Cascades Capital Asset Management, LLC | 2,302 | $63.0 萬 | 0.35% | +2,302 | 新進 |
| Laidlaw Wealth Management LLC | 2,302 | $63.0 萬 | 0.31% | −8−0.3% | 減碼 |
| Parkside Advisors LLC | 2,299 | $63.0 萬 | 0.15% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 2,316 | $63.4 萬 | 0.19% | −82−3.4% | 減碼 |
| Investors Research Corp | 2,317 | $63.4 萬 | 0.14% | 00.0% | 不變 |
| PFG Advisors | 2,331 | $63.8 萬 | 0.04% | −83−3.4% | 減碼 |
| RFG Holdings, Inc. | 2,338 | $64.0 萬 | 0.23% | +310+15.3% | 加碼 |
| Joel Isaacson & Co., LLC | 2,349 | $64.3 萬 | 0.03% | +346+17.3% | 加碼 |
| Zullo Investment Group, Inc. | 2,350 | $64.3 萬 | 0.27% | +60+2.6% | 加碼 |
| Global Trust Asset Management, LLC | 2,351 | $64.3 萬 | 0.24% | −186−7.3% | 減碼 |
| Gabelli Funds LLC | 2,355 | $64.5 萬 | 0.00% | −50−2.1% | 減碼 |
| Regent Peak Wealth Advisors LLC | 2,363 | $64.7 萬 | 0.15% | +96+4.2% | 加碼 |
| B&L Asset Management LLC | 2,369 | $64.8 萬 | 0.41% | +2,369 | 新進 |
| Trueblood Wealth Management, LLC | 2,376 | $65.0 萬 | 0.33% | +49+2.1% | 加碼 |
| Childress Capital Advisors, LLC | 2,382 | $65.2 萬 | 0.18% | +143+6.4% | 加碼 |
| Holderness Investments Co | 2,386 | $65.3 萬 | 0.14% | +13+0.5% | 加碼 |
| Sierra Capital LLC | 2,390 | $65.4 萬 | 0.08% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 2,390 | $65.4 萬 | 0.01% | −946−28.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,390 | $65.4 萬 | 0.14% | +10+0.4% | 加碼 |
| Blackhawk Capital Partners LLC. | 2,393 | $65.5 萬 | 0.35% | −43−1.8% | 減碼 |
| Alera Investment Advisors, LLC | 2,398 | $65.6 萬 | 0.08% | +213+9.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,397 | $65.7 萬 | 0.07% | +683+39.8% | 加碼 |
| Studio Investment Management LLC | 2,401 | $65.8 萬 | 0.14% | +41+1.7% | 加碼 |
| Magnolia Capital Advisors LLC | 2,406 | $65.9 萬 | 0.33% | +13+0.5% | 加碼 |
| Heritage Wealth Management, Inc. | 2,423 | $66.3 萬 | 0.22% | 00.0% | 不變 |
| Ewa, LLC | 2,001 | $66.4 萬 | 0.24% | +33+1.7% | 加碼 |
| City State Bank | 2,433 | $66.6 萬 | 0.24% | 00.0% | 不變 |
| NVWM, LLC | 2,565 | $66.7 萬 | 0.17% | +36+1.4% | 加碼 |
| Drive Wealth Management, LLC | 2,433 | $66.7 萬 | 0.17% | −153−5.9% | 減碼 |
| Worth Financial Advisory Group, LLC | 2,438 | $66.7 萬 | 0.39% | +76+3.2% | 加碼 |
| Hartford Funds Management Co LLC | 2,450 | $67.1 萬 | 0.06% | +217+9.7% | 加碼 |