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 |
|---|---|---|---|---|---|
| TLWM | 6,417 | $175.6 萬 | 0.36% | +1,410+28.2% | 加碼 |
| AlphaCore Capital LLC | 6,397 | $175.3 萬 | 0.40% | +864+15.6% | 加碼 |
| Coastline Trust Co | 6,406 | $175.3 萬 | 0.21% | +138+2.2% | 加碼 |
| Hel Ved Capital Management Ltd | 6,395 | $175.0 萬 | 0.82% | +6,395 | 新進 |
| L & S Advisors Inc | 6,393 | $175.0 萬 | 0.18% | −1,498−19.0% | 減碼 |
| Mainstream Capital Management LLC | 6,376 | $174.5 萬 | 1.48% | +6,376 | 新進 |
| WSFS Capital Management, LLC | 6,373 | $174.4 萬 | 0.09% | −4,011−38.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 6,367 | $174.3 萬 | 0.29% | +651+11.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 6,356 | $174.0 萬 | 0.11% | +41+0.6% | 加碼 |
| Central Bank & Trust Co | 6,354 | $173.9 萬 | 0.24% | −6−0.1% | 減碼 |
| Aspiriant, LLC | 6,324 | $173.1 萬 | 0.07% | −1,883−22.9% | 減碼 |
| Rossmore Private Capital | 6,320 | $173.0 萬 | 0.21% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 6,318 | $172.9 萬 | 0.48% | −4,522−41.7% | 減碼 |
| Cooper Financial Group | 6,311 | $172.7 萬 | 0.22% | +166+2.7% | 加碼 |
| GTS Securities LLC | 6,300 | $172.4 萬 | 0.03% | −1,349−17.6% | 減碼 |
| Canopy Partners, LLC | 6,283 | $172.0 萬 | 0.74% | +78+1.3% | 加碼 |
| AA Financial Advisors, LLC | 6,265 | $171.5 萬 | 0.50% | +466+8.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 6,263 | $171.4 萬 | 0.23% | +1,190+23.5% | 加碼 |
| Ashton Thomas Securities, LLC | 6,210 | $170.0 萬 | 0.33% | +615+11.0% | 加碼 |
| Stablepoint Partners, LLC | 6,189 | $169.4 萬 | 0.31% | +92+1.5% | 加碼 |
| Grandview Asset Management LLC | 6,184 | $169.3 萬 | 0.97% | −313−4.8% | 減碼 |
| IMA Wealth, Inc. | 6,174 | $169.2 萬 | 0.37% | −249−3.9% | 減碼 |
| Jacobi Capital Management LLC | 6,181 | $169.2 萬 | 0.13% | +341+5.8% | 加碼 |
| Redmond Asset Management, LLC | 6,157 | $168.5 萬 | 0.53% | +8+0.1% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,542 | $168.2 萬 | 0.88% | 00.0% | 不變 |
| VELA Investment Management, LLC | 6,105 | $167.1 萬 | 0.57% | +40+0.7% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 6,100 | $167.0 萬 | 0.58% | −70−1.1% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 6,084 | $166.5 萬 | 0.96% | −34−0.6% | 減碼 |
| Doliver Advisors, LP | 6,076 | $166.3 萬 | 0.46% | +288+5.0% | 加碼 |
| Sanders Morris Harris LLC | 6,061 | $165.9 萬 | 0.28% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 6,049 | $165.6 萬 | 0.22% | −435−6.7% | 減碼 |
| Quadcap Wealth Management, LLC | 6,044 | $165.4 萬 | 0.26% | −253−4.0% | 減碼 |
| First County Bank | 6,026 | $164.9 萬 | 0.81% | −256−4.1% | 減碼 |
| Resources Management Corp | 6,007 | $164.4 萬 | 0.22% | +65+1.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 5,993 | $164.0 萬 | 0.29% | −17−0.3% | 減碼 |
| Ramirez Asset Management, Inc. | 5,986 | $163.8 萬 | 0.31% | 00.0% | 不變 |
| Aaron Wealth Advisors | 5,958 | $163.1 萬 | 0.19% | +496+9.1% | 加碼 |
| Scott & Selber, Inc. | 5,932 | $162.4 萬 | 0.50% | −24−0.4% | 減碼 |
| Cornerstone National Bank & Trust Co | 5,916 | $161.9 萬 | 0.73% | +576+10.8% | 加碼 |
| Castle Wealth Management LLC | 5,903 | $161.8 萬 | 0.65% | +923+18.5% | 加碼 |
| Axiom Advisory, LLC | 6,272 | $160.8 萬 | 0.02% | +96+1.6% | 加碼 |
| TRUE Private Wealth Advisors | 5,864 | $160.5 萬 | 0.19% | −31−0.5% | 減碼 |
| Riverview Capital Advisers, LLC | 5,850 | $160.1 萬 | 0.49% | −20.0% | 減碼 |
| Platform Technology Partners | 5,843 | $159.9 萬 | 0.50% | −259−4.2% | 減碼 |
| Wolf Group Capital Advisors | 7,523 | $158.9 萬 | 0.76% | +341+4.7% | 加碼 |
| Rehmann Capital Advisory Group | 5,783 | $158.3 萬 | 0.10% | −111−1.9% | 減碼 |
| Lindbrook Capital, LLC | 5,782 | $158.2 萬 | 0.14% | +167+3.0% | 加碼 |
| Gilbert & Cook, Inc. | 5,768 | $157.9 萬 | 0.22% | −159−2.7% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 5,748 | $157.3 萬 | 0.39% | +3,032+111.6% | 加碼 |
| Coastwise Capital Group, LLC | 5,748 | $157.3 萬 | 1.30% | +697+13.8% | 加碼 |
| Convergence Financial, LLC | 5,745 | $157.2 萬 | 0.33% | +1,870+48.3% | 加碼 |
| Howard Capital Management Inc. | 5,742 | $157.2 萬 | 0.03% | +5,742 | 新進 |
| InTrack Investment Management Inc | 5,728 | $156.8 萬 | 1.11% | −748−11.6% | 減碼 |
| Maia Wealth LLC | 5,447 | $156.2 萬 | 0.39% | +2,227+69.2% | 加碼 |
| Capstone Triton Financial Group, LLC | 5,689 | $155.7 萬 | 1.00% | +41+0.7% | 加碼 |
| Edmond de Rothschild Holding S.A. | 5,654 | $154.8 萬 | 0.02% | −1,635−22.4% | 減碼 |
| Fred Alger Management, LLC | 5,649 | $154.6 萬 | 0.01% | −4−0.1% | 減碼 |
| Stonebrook Private Inc. | 5,645 | $154.5 萬 | 0.41% | +152+2.8% | 加碼 |
| CX Institutional | 5,637 | $154.3 萬 | 0.07% | +110+2.0% | 加碼 |
| Geneva Capital Management LLC | 5,628 | $154.0 萬 | 0.03% | −488−8.0% | 減碼 |
| Northwest Bank & Trust Co | 5,594 | $153.1 萬 | 1.16% | +44+0.8% | 加碼 |
| Apella Capital, LLC | 5,472 | $152.9 萬 | 0.06% | +82+1.5% | 加碼 |
| Crown Wealth Group, LLC | 5,574 | $152.6 萬 | 0.66% | −169−2.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,565 | $152.3 萬 | 0.08% | −148−2.6% | 減碼 |
| Legal Advantage Investments, Inc. | 5,546 | $151.8 萬 | 0.83% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 5,534 | $151.5 萬 | 0.13% | −345−5.9% | 減碼 |
| 1st Source Bank | 5,519 | $151.1 萬 | 0.09% | −50−0.9% | 減碼 |
| Granger Management LLC | 5,508 | $151.0 萬 | 0.30% | −1,160−17.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,510 | $150.8 萬 | 0.04% | −509−8.5% | 減碼 |
| CastleKnight Management LP | 5,500 | $150.5 萬 | 0.17% | −7,700−58.3% | 減碼 |
| LMG Wealth Partners, LLC | 5,493 | $150.3 萬 | 0.34% | +1,290+30.7% | 加碼 |
| Dohj, LLC | 5,374 | $150.2 萬 | 0.35% | +847+18.7% | 加碼 |
| Aviso Financial Inc. | 5,479 | $150.0 萬 | 0.07% | +412+8.1% | 加碼 |
| ProVise Management Group, LLC | 5,478 | $149.9 萬 | 0.12% | −40−0.7% | 減碼 |
| Claro Advisors LLC | 5,476 | $149.9 萬 | 0.19% | +1,550+39.5% | 加碼 |
| North Star Investment Management Corp. | 5,473 | $149.8 萬 | 0.10% | +4,044+283.0% | 加碼 |
| Oxler Private Wealth LLC | 5,469 | $149.7 萬 | 0.52% | +7+0.1% | 加碼 |
| Mainstay Capital Management LLC | 5,465 | $149.6 萬 | 0.25% | +332+6.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 5,448 | $149.3 萬 | 0.11% | −702−11.4% | 減碼 |
| Guerra Pan Advisors, LLC | 5,453 | $149.3 萬 | 1.19% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 5,443 | $149.0 萬 | 0.64% | −234−4.1% | 減碼 |
| KRS Capital Management, LLC | 5,420 | $148.4 萬 | 1.08% | −296−5.2% | 減碼 |
| Capital Advisors Wealth Management, LLC | 5,420 | $148.3 萬 | 0.27% | −360−6.2% | 減碼 |
| Fukoku Mutual Life Insurance Co | 5,416 | $148.2 萬 | 0.11% | +332+6.5% | 加碼 |
| HF Advisory Group, LLC | 5,410 | $148.1 萬 | 0.69% | +1,821+50.7% | 加碼 |
| Community Bank, N.A. | 5,394 | $147.6 萬 | 0.19% | +469+9.5% | 加碼 |
| Legacy Private Trust Co. | 5,385 | $147.4 萬 | 0.10% | −4,328−44.6% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 5,368 | $146.9 萬 | 0.45% | +5,368 | 新進 |
| Ballast, Inc. | 5,366 | $146.9 萬 | 0.42% | −59−1.1% | 減碼 |
| Keudell/Morrison Wealth Management | 5,358 | $146.7 萬 | 0.40% | −1,049−16.4% | 減碼 |
| Intact Investment Management Inc. | 5,350 | $146.4 萬 | 0.05% | −470−8.1% | 減碼 |
| Birchbrook, Inc. | 5,327 | $145.8 萬 | 0.81% | +276+5.5% | 加碼 |
| K.J. Harrison & Partners Inc | 5,000 | $145.6 萬 | 0.22% | +5,000 | 新進 |
| Etesian Wealth Advisors, Inc. | 5,297 | $145.0 萬 | 0.66% | +816+18.2% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,295 | $144.9 萬 | 0.36% | −78−1.5% | 減碼 |
| Sapient Capital LLC | 5,242 | $143.7 萬 | 0.03% | −10.0% | 減碼 |
| Syon Capital LLC | 5,225 | $143.0 萬 | 0.13% | −138−2.6% | 減碼 |
| CBOE Vest Financial, LLC | 5,201 | $142.4 萬 | 0.03% | +3,262+168.2% | 加碼 |
| St. Clair Advisors, LLC | 5,194 | $142.2 萬 | 0.40% | −200−3.7% | 減碼 |
| Thor Investment Management Inc | 5,192 | $142.1 萬 | 1.04% | −64−1.2% | 減碼 |