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
- 2,656
- 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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 12,302 | $336.7 萬 | 0.02% | −7,292−37.2% | 減碼 |
| River Wealth Advisors LLC | 12,228 | $334.7 萬 | 0.45% | +12,228 | 新進 |
| Carmignac Gestion | 12,212 | $334.6 萬 | 0.06% | +58+0.5% | 加碼 |
| Green Harvest Asset Management LLC | 12,214 | $334.3 萬 | 0.07% | +67+0.6% | 加碼 |
| Diversified Trust Co | 12,193 | $333.7 萬 | 0.08% | −1,576−11.4% | 減碼 |
| Kelly Lawrence W & Associates Inc | 12,144 | $332.4 萬 | 0.75% | +1,949+19.1% | 加碼 |
| Merit Financial Group, LLC | 12,082 | $330.7 萬 | 0.07% | −4,271−26.1% | 減碼 |
| Finer Wealth Management, Inc. | 12,052 | $329.9 萬 | 2.04% | +105+0.9% | 加碼 |
| Gs Investments, Inc. | 12,034 | $329.4 萬 | 1.47% | +5,088+73.3% | 加碼 |
| Atomi Financial Group, Inc. | 11,999 | $328.4 萬 | 0.21% | +2,589+27.5% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 11,933 | $326.6 萬 | 1.35% | +26+0.2% | 加碼 |
| Rockline Wealth Management, LLC | 11,909 | $326.0 萬 | 0.92% | −108−0.9% | 減碼 |
| Mutual Advisors, LLC | 11,356 | $325.7 萬 | 0.10% | −2,187−16.1% | 減碼 |
| New Hampshire Trust | 11,786 | $322.6 萬 | 0.69% | +58+0.5% | 加碼 |
| Roberts Wealth Advisors, LLC | 11,004 | $320.8 萬 | 1.04% | +312+2.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 11,711 | $320.5 萬 | 0.56% | −332−2.8% | 減碼 |
| Pitcairn Co | 11,708 | $320.5 萬 | 0.19% | −1,709−12.7% | 減碼 |
| Wright Investors Service Inc | 11,696 | $320.1 萬 | 0.84% | +343+3.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 11,638 | $318.5 萬 | 0.34% | −379−3.2% | 減碼 |
| NBC Securities, Inc. | 11,598 | $317.4 萬 | 0.27% | −607−5.0% | 減碼 |
| Alberta Investment Management Corp | 11,500 | $314.8 萬 | 0.03% | +10,500+1,050.0% | 加碼 |
| Integrated Advisors Network LLC | 11,451 | $313.4 萬 | 0.15% | +190+1.7% | 加碼 |
| First Hawaiian Bank | 11,420 | $312.6 萬 | 0.10% | −281−2.4% | 減碼 |
| Graphene Investments SAS | 11,400 | $312.0 萬 | 2.00% | +11,400 | 新進 |
| Enterprise Bank & Trust Co | 11,332 | $310.2 萬 | 1.00% | +44+0.4% | 加碼 |
| Birch Hill Investment Advisors LLC | 11,251 | $308.0 萬 | 0.14% | −95−0.8% | 減碼 |
| Trust Asset Management LLC | 11,221 | $307.1 萬 | 0.24% | 00.0% | 不變 |
| RWM Asset Management, LLC | 11,204 | $306.7 萬 | 0.54% | −1,165−9.4% | 減碼 |
| Cohen Investment Advisors LLC | 11,180 | $306.0 萬 | 1.87% | +1,034+10.2% | 加碼 |
| OV Management LLC | 11,157 | $305.4 萬 | 2.03% | +411+3.8% | 加碼 |
| Weiss Asset Management LP | 11,136 | $304.8 萬 | 0.08% | +11,136 | 新進 |
| Westpac Banking Corp | 11,133 | $304.7 萬 | 0.20% | −2,513−18.4% | 減碼 |
| Lake Street Advisors Group, LLC | 11,025 | $302.2 萬 | 0.14% | −460−4.0% | 減碼 |
| Canandaigua National Bank & Trust Co | 10,988 | $300.8 萬 | 0.29% | −5,206−32.1% | 減碼 |
| Sachetta, LLC | 10,986 | $300.7 萬 | 1.19% | +10,790+5,505.1% | 加碼 |
| Cabot Wealth Management Inc | 10,981 | $300.6 萬 | 0.38% | −5,949−35.1% | 減碼 |
| Two Sigma Investments, LP | 10,916 | $298.8 萬 | 0.01% | +700+6.9% | 加碼 |
| Ronald Blue Trust, Inc. | 11,610 | $298.5 萬 | 0.04% | +3,065+35.9% | 加碼 |
| Sumitomo Life Insurance Co | 10,880 | $297.8 萬 | 0.06% | +260+2.4% | 加碼 |
| Hancock Whitney Corp | 10,807 | $295.8 萬 | 0.10% | +88+0.8% | 加碼 |
| Fortis Capital Management LLC | 10,784 | $295.2 萬 | 0.59% | +10,784 | 新進 |
| RFG Advisory, LLC | 10,746 | $294.1 萬 | 0.09% | +53+0.5% | 加碼 |
| Fidelis Capital Partners, LLC | 10,322 | $293.6 萬 | 0.35% | +779+8.2% | 加碼 |
| Roundview Capital LLC | 10,714 | $293.3 萬 | 0.21% | +16+0.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 10,692 | $292.7 萬 | 0.11% | −5,021−32.0% | 減碼 |
| OMC Financial Services LTD | 11,359 | $292.0 萬 | 1.38% | 00.0% | 不變 |
| GPM Growth Investors, Inc. | 10,662 | $291.8 萬 | 1.21% | +223+2.1% | 加碼 |
| Naples Global Advisors, LLC | 10,586 | $290.1 萬 | 0.27% | +3,555+50.6% | 加碼 |
| Hilltop Holdings Inc. | 10,597 | $290.0 萬 | 0.19% | +6,148+138.2% | 加碼 |
| Community Financial Services Group, LLC | 10,524 | $288.1 萬 | 0.59% | −229−2.1% | 減碼 |
| Institute for Wealth Management, LLC. | 10,514 | $287.8 萬 | 0.36% | +569+5.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 10,493 | $287.2 萬 | 0.05% | −501−4.6% | 減碼 |
| Citizens Business Bank | 10,472 | $286.6 萬 | 0.58% | −179−1.7% | 減碼 |
| Conscious Wealth Investments, LLC | 10,046 | $285.8 萬 | 1.97% | +54+0.5% | 加碼 |
| Cable Hill Partners, LLC | 10,366 | $284.1 萬 | 0.28% | −38−0.4% | 減碼 |
| Stamos Capital Partners, L.P. | 10,360 | $283.6 萬 | 0.67% | +1,050+11.3% | 加碼 |
| Moody National Bank Trust Division | 10,357 | $283.5 萬 | 0.30% | +352+3.5% | 加碼 |
| Executive Wealth Management, LLC | 10,331 | $282.8 萬 | 0.22% | −136−1.3% | 減碼 |
| GAMMA Investing LLC | 10,328 | $282.7 萬 | 0.28% | +3,292+46.8% | 加碼 |
| Diversify Advisory Services, LLC | 9,788 | $282.2 萬 | 0.15% | −4,653−32.2% | 減碼 |
| MV Capital Management, Inc. | 10,270 | $281.1 萬 | 0.30% | +1,709+20.0% | 加碼 |
| Delta Investment Management, LLC | 10,225 | $279.9 萬 | 0.57% | −122−1.2% | 減碼 |
| Sculati Wealth Management, LLC | 10,218 | $279.7 萬 | 1.12% | +11+0.1% | 加碼 |
| 180 Wealth Advisors, LLC | 10,112 | $276.8 萬 | 0.44% | −50.0% | 減碼 |
| Herbst Group, LLC | 10,110 | $276.7 萬 | 1.71% | +500+5.2% | 加碼 |
| Verde Capital Management | 10,078 | $275.8 萬 | 0.83% | +115+1.2% | 加碼 |
| Warren Averett Asset Management, LLC | 10,056 | $275.2 萬 | 0.05% | −796−7.3% | 減碼 |
| Advisors Capital Management, LLC | 9,978 | $273.1 萬 | 0.04% | +234+2.4% | 加碼 |
| BigSur Wealth Management LLC | 9,950 | $272.7 萬 | 0.75% | +20+0.2% | 加碼 |
| Insigneo Advisory Services, LLC | 9,962 | $272.7 萬 | 0.27% | −1,874−15.8% | 減碼 |
| Change Path, LLC | 9,935 | $271.9 萬 | 0.09% | +2,664+36.6% | 加碼 |
| Processus Wealth & Capital Management, LLC | 9,900 | $271.0 萬 | 2.23% | −534−5.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 9,866 | $270.0 萬 | 0.11% | −285−2.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 9,815 | $268.6 萬 | 0.09% | −406−4.0% | 減碼 |
| Aft, Forsyth & Company, Inc. | 9,804 | $268.4 萬 | 1.32% | −50−0.5% | 減碼 |
| Scharf Investments, LLC | 9,763 | $267.2 萬 | 0.07% | +283+3.0% | 加碼 |
| Pictet North America Advisors SA | 9,748 | $266.8 萬 | 0.26% | +9,748 | 新進 |
| Asset Dedication, LLC | 9,745 | $266.7 萬 | 0.18% | −2,327−19.3% | 減碼 |
| Clarius Group, LLC | 9,748 | $266.1 萬 | 0.19% | −161−1.6% | 減碼 |
| Cigna Investments Inc | 9,721 | $266.1 萬 | 0.47% | −118−1.2% | 減碼 |
| Joseph Group Capital Management | 9,696 | $265.4 萬 | 1.01% | +2,515+35.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 9,690 | $265.2 萬 | 1.14% | −185−1.9% | 減碼 |
| Nikulski Financial, Inc. | 9,664 | $264.5 萬 | 0.79% | +285+3.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,639 | $263.8 萬 | 0.42% | +359+3.9% | 加碼 |
| Boltwood Capital Management | 9,633 | $263.7 萬 | 0.78% | −240−2.4% | 減碼 |
| a16z Perennial Management, L.P. | 9,628 | $263.5 萬 | 0.32% | −3,900−28.8% | 減碼 |
| Connable Office Inc | 9,608 | $263.0 萬 | 0.26% | +52+0.5% | 加碼 |
| Cetera Trust Company, N.A | 9,591 | $262.5 萬 | 1.61% | −415−4.1% | 減碼 |
| Altrafin AG | 9,585 | $262.4 萬 | 0.95% | +3,142+48.8% | 加碼 |
| Avestar Capital, LLC | 9,567 | $261.9 萬 | 0.28% | +970+11.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 9,555 | $261.5 萬 | 0.14% | −340−3.4% | 減碼 |
| Naviter Wealth, LLC | 9,528 | $261.2 萬 | 0.36% | +1,502+18.7% | 加碼 |
| Segment Wealth Management, LLC | 9,538 | $261.1 萬 | 0.18% | +596+6.7% | 加碼 |
| Great Lakes Retirement, Inc. | 9,526 | $260.7 萬 | 0.33% | +312+3.4% | 加碼 |
| Oak Harvest Investment Services | 9,491 | $259.8 萬 | 0.37% | +3,453+57.2% | 加碼 |
| Werba Rubin Papier Wealth Management | 9,481 | $259.5 萬 | 0.61% | −239−2.5% | 減碼 |
| Kampmann Melissa S. | 9,449 | $258.6 萬 | 1.83% | −920−8.9% | 減碼 |
| Voya Financial Advisors, Inc. | 9,318 | $257.8 萬 | 0.28% | +798+9.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,389 | $257.0 萬 | 0.07% | −728−7.2% | 減碼 |
| Ellevest, Inc. | 9,353 | $256.0 萬 | 0.14% | +4,389+88.4% | 加碼 |