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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 4,278 | $117.1 萬 | 0.08% | −302−6.6% | 減碼 |
| Dudley Capital Management, LLC | 4,274 | $117.0 萬 | 0.61% | +51+1.2% | 加碼 |
| Focus Financial Network, Inc. | 4,266 | $116.9 萬 | 0.05% | −597−12.3% | 減碼 |
| Larson Financial Group LLC | 4,269 | $116.8 萬 | 0.07% | +1,188+38.6% | 加碼 |
| Gen-Wealth Partners Inc | 3,940 | $116.8 萬 | 0.51% | +47+1.2% | 加碼 |
| Wallace Advisory Group, LLC | 4,526 | $116.4 萬 | 0.85% | −82−1.8% | 減碼 |
| Shum Financial Group, Inc. | 3,893 | $115.8 萬 | 0.97% | +3,893 | 新進 |
| Clare Market Investments LLC | 4,226 | $115.7 萬 | 0.30% | −345−7.5% | 減碼 |
| Cove Private Wealth, LLC | 4,225 | $115.6 萬 | 0.90% | 00.0% | 不變 |
| Terry L. Blaker | 4,223 | $115.6 萬 | 0.04% | +17+0.4% | 加碼 |
| Michael B. Yongue | 4,218 | $115.5 萬 | 0.93% | +9+0.2% | 加碼 |
| Allred Capital Management, LLC | 4,217 | $115.4 萬 | 0.45% | +257+6.5% | 加碼 |
| Nwam LLC | 4,209 | $115.2 萬 | 0.07% | +4,209 | 新進 |
| Octavia Wealth Advisors, LLC | 4,196 | $115.0 萬 | 0.14% | +148+3.7% | 加碼 |
| Portside Wealth Group, LLC | 4,201 | $115.0 萬 | 0.20% | −23,495−84.8% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,913 | $115.0 萬 | 0.28% | +10.0% | 加碼 |
| CSS LLC | 4,200 | $115.0 萬 | 0.07% | +3,200+320.0% | 加碼 |
| Orrstown Financial Services Inc | 4,194 | $114.8 萬 | 0.34% | +1,814+76.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,183 | $114.5 萬 | 0.15% | +738+21.4% | 加碼 |
| Diligent Investors, LLC | 4,182 | $114.5 萬 | 0.27% | +76+1.9% | 加碼 |
| Arete Wealth Advisors, LLC | 4,234 | $114.4 萬 | 0.10% | +4,234 | 新進 |
| Wolverine Trading, LLC | 4,135 | $114.4 萬 | 0.03% | −95,585−95.9% | 減碼 |
| Bank of Hawaii | 4,179 | $114.4 萬 | 0.05% | +69+1.7% | 加碼 |
| Prostatis Group LLC | 4,165 | $114.0 萬 | 0.37% | +340+8.9% | 加碼 |
| Byrne Asset Management LLC | 4,159 | $113.8 萬 | 0.78% | +23+0.6% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,897 | $113.6 萬 | 0.25% | +3,897 | 新進 |
| Choate Investment Advisors | 4,149 | $113.6 萬 | 0.03% | +9+0.2% | 加碼 |
| Seven Springs Wealth Group, LLC | 4,142 | $113.4 萬 | 0.41% | −89−2.1% | 減碼 |
| Carmel Capital Partners, LLC | 4,141 | $113.3 萬 | 0.44% | +4,141 | 新進 |
| Jaffetilchin Investment Partners, LLC | 4,128 | $113.0 萬 | 0.09% | +289+7.5% | 加碼 |
| HM Payson & Co | 4,112 | $112.5 萬 | 0.02% | +76+1.9% | 加碼 |
| Marietta Investment Partners LLC | 4,098 | $112.2 萬 | 0.24% | −538−11.6% | 減碼 |
| Salem Investment Counselors Inc | 4,089 | $112.0 萬 | 0.03% | 00.0% | 不變 |
| Gladius Capital Management LP | 4,080 | $111.7 萬 | 0.67% | +4,080 | 新進 |
| BFSG, LLC | 4,054 | $111.0 萬 | 0.13% | +183+4.7% | 加碼 |
| Shaker Investments LLC | 4,052 | $110.9 萬 | 0.46% | −4,033−49.9% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $110.9 萬 | 0.70% | 00.0% | 不變 |
| Bridges Investment Management Inc | 4,044 | $110.7 萬 | 0.02% | −670−14.2% | 減碼 |
| CMT Capital Markets Trading GmbH | 4,041 | $110.6 萬 | 0.51% | −25,209−86.2% | 減碼 |
| Advisor Resource Council | 4,033 | $110.4 萬 | 0.50% | +4,033 | 新進 |
| Belpointe Asset Management LLC | 4,026 | $110.2 萬 | 0.07% | +796+24.6% | 加碼 |
| Sage Rhino Capital LLC | 4,023 | $110.1 萬 | 0.24% | +28+0.7% | 加碼 |
| Carnegie Lake Advisors LLC | 4,020 | $110.0 萬 | 0.44% | +4,020 | 新進 |
| Baker Tilly Wealth Management, LLC | 3,993 | $109.3 萬 | 0.48% | −2,290−36.4% | 減碼 |
| Community Bank & Trust, Waco, Texas | 3,980 | $108.9 萬 | 0.25% | −3−0.1% | 減碼 |
| LCM Capital Management Inc | 3,946 | $108.0 萬 | 0.62% | +74+1.9% | 加碼 |
| Monetta Financial Services Inc | 3,900 | $106.7 萬 | 0.91% | +3,900 | 新進 |
| Romano Brothers and Company | 3,891 | $106.5 萬 | 0.13% | −49−1.2% | 減碼 |
| Bond & Devick Financial Network, Inc. | 3,871 | $106.0 萬 | 0.45% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 3,871 | $105.9 萬 | 0.38% | +61+1.6% | 加碼 |
| Prudent Man Advisors, LLC | 3,870 | $105.9 萬 | 0.35% | −177−4.4% | 減碼 |
| Ted Buchan & Co | 3,843 | $105.2 萬 | 0.50% | +455+13.4% | 加碼 |
| Augustine Asset Management Inc | 3,840 | $105.1 萬 | 0.37% | +43+1.1% | 加碼 |
| LMR Partners LLP | 3,839 | $105.1 萬 | 0.02% | +3,839 | 新進 |
| MWA Asset Management | 3,823 | $104.6 萬 | 0.70% | −504−11.6% | 減碼 |
| Cape Investment Advisory, Inc. | 3,823 | $104.6 萬 | 0.42% | +896+30.6% | 加碼 |
| Sage Mountain Advisors LLC | 3,795 | $103.9 萬 | 0.09% | +349+10.1% | 加碼 |
| Montecito Bank & Trust | 3,793 | $103.8 萬 | 0.18% | +1,998+111.3% | 加碼 |
| Sterling Investment Counsel, LLC | 3,779 | $103.4 萬 | 0.37% | +53+1.4% | 加碼 |
| Oder Investment Management, LLC | 3,767 | $103.1 萬 | 0.89% | +56+1.5% | 加碼 |
| Wrapmanager Inc | 3,763 | $103.0 萬 | 0.27% | −3,707−49.6% | 減碼 |
| Drucker Wealth 3.0, LLC | 3,756 | $102.8 萬 | 0.25% | +1,114+42.2% | 加碼 |
| L2 Asset Management, LLC | 3,748 | $102.6 萬 | 0.28% | +126+3.5% | 加碼 |
| Angeles Wealth Management, LLC | 3,729 | $102.1 萬 | 0.09% | +336+9.9% | 加碼 |
| Capital Wealth Planning, LLC | 3,726 | $102.0 萬 | 0.01% | −7,017−65.3% | 減碼 |
| Old Point Trust & Financial Services N A | 3,722 | $101.9 萬 | 0.37% | +120+3.3% | 加碼 |
| Aspire Private Capital, LLC | 3,704 | $101.4 萬 | 0.24% | +76+2.1% | 加碼 |
| Liberty One Investment Management, LLC | 3,697 | $101.2 萬 | 0.10% | −95−2.5% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,693 | $101.1 萬 | 0.55% | +733+24.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,692 | $101.1 萬 | 0.15% | +19+0.5% | 加碼 |
| Seed Wealth Management, Inc. | 3,685 | $100.9 萬 | 0.81% | +35+1.0% | 加碼 |
| BSW Wealth Partners | 3,680 | $100.7 萬 | 0.15% | +511+16.1% | 加碼 |
| Palumbo Wealth Management LLC | 3,679 | $100.7 萬 | 0.39% | +75+2.1% | 加碼 |
| Baron Wealth Management LLC | 3,676 | $100.6 萬 | 0.48% | +434+13.4% | 加碼 |
| Curbstone Financial Management Corp | 3,676 | $100.6 萬 | 0.22% | +10+0.3% | 加碼 |
| Founders Financial Securities LLC | 3,648 | $99.9 萬 | 0.09% | +144+4.1% | 加碼 |
| Perennial Investment Advisors, LLC | 3,647 | $99.8 萬 | 0.13% | −114−3.0% | 減碼 |
| BluePath Capital Management, LLC | 3,646 | $99.8 萬 | 0.63% | +582+19.0% | 加碼 |
| Copperwynd Financial, LLC | 3,641 | $99.6 萬 | 0.30% | +444+13.9% | 加碼 |
| Machina Capital S.A.S. | 3,634 | $99.5 萬 | 0.40% | −7,880−68.4% | 減碼 |
| Journey Strategic Wealth LLC | 3,624 | $99.2 萬 | 0.04% | +1,593+78.4% | 加碼 |
| Legacy Capital Group California, Inc. | 3,619 | $99.1 萬 | 0.33% | +1,395+62.7% | 加碼 |
| Kraematon Investment Advisors, Inc | 3,614 | $98.9 萬 | 0.97% | −109−2.9% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,590 | $98.3 萬 | 0.23% | −50−1.4% | 減碼 |
| Sky Investment Group LLC | 3,542 | $96.9 萬 | 0.17% | −6−0.2% | 減碼 |
| Malaga Cove Capital, LLC | 3,542 | $96.9 萬 | 0.39% | +902+34.2% | 加碼 |
| Lokken Investment Group LLC | 3,533 | $96.7 萬 | 0.40% | −20−0.6% | 減碼 |
| Brown Capital Management LLC | 3,517 | $96.3 萬 | 0.02% | −28−0.8% | 減碼 |
| Agf Management Ltd | 3,514 | $96.2 萬 | 0.00% | −825−19.0% | 減碼 |
| ORG Partners LLC | 3,503 | $95.9 萬 | 0.15% | −2,792−44.4% | 減碼 |
| XML Financial, LLC | 3,489 | $95.5 萬 | 0.09% | −33−0.9% | 減碼 |
| Flynn Zito Capital Management, LLC | 3,478 | $95.2 萬 | 0.46% | −1,826−34.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 3,465 | $94.8 萬 | 0.20% | −44−1.3% | 減碼 |
| Watershed Private Wealth LLC | 3,461 | $94.7 萬 | 0.38% | 00.0% | 不變 |
| Investment Partners Asset Management, Inc. | 3,446 | $94.3 萬 | 0.77% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 3,268 | $94.2 萬 | 0.07% | −44−1.3% | 減碼 |
| Mirador Capital Partners LP | 3,430 | $93.9 萬 | 0.17% | +1,246+57.1% | 加碼 |
| Avantax Planning Partners, Inc. | 3,414 | $93.4 萬 | 0.03% | −1,891−35.6% | 減碼 |
| FLC Capital Advisors | 3,400 | $93.1 萬 | 0.21% | +88+2.7% | 加碼 |
| KG&L Capital Management,LLC | 3,387 | $92.7 萬 | 0.30% | +308+10.0% | 加碼 |