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 |
|---|---|---|---|---|---|
| David J Yvars Group | 3,380 | $92.5 萬 | 0.57% | −13,014−79.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,366 | $92.1 萬 | 0.15% | −19−0.6% | 減碼 |
| Great Diamond Partners, LLC | 3,349 | $91.7 萬 | 0.23% | −1,223−26.7% | 減碼 |
| Gryphon Financial Partners LLC | 3,345 | $91.5 萬 | 0.12% | −139−4.0% | 減碼 |
| Prossimo Advisors, LLC | 3,334 | $91.3 萬 | 0.67% | +73+2.2% | 加碼 |
| Formidable Asset Management, LLC | 3,334 | $91.2 萬 | 0.15% | −305−8.4% | 減碼 |
| Simon Quick Advisors, LLC | 3,323 | $91.0 萬 | 0.06% | +221+7.1% | 加碼 |
| Staley Capital Advisers Inc | 3,305 | $90.5 萬 | 0.04% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 3,123 | $90.1 萬 | 0.18% | +881+39.3% | 加碼 |
| Burford Brothers, Inc. | 3,291 | $90.1 萬 | 0.47% | +363+12.4% | 加碼 |
| Garden State Investment Advisory Services LLC | 3,274 | $89.8 萬 | 0.29% | +717+28.0% | 加碼 |
| Oxford Wealth Group, LLC | 3,279 | $89.8 萬 | 0.73% | −1,040−24.1% | 減碼 |
| WBI Investments | 3,278 | $89.7 萬 | 0.22% | +3,278 | 新進 |
| Calamos Wealth Management LLC | 3,264 | $89.3 萬 | 0.05% | +11+0.3% | 加碼 |
| TBH Global Asset Management, LLC | 3,262 | $89.3 萬 | 0.19% | −8,318−71.8% | 減碼 |
| Roberts Capital Advisors, LLC | 3,262 | $89.3 萬 | 0.76% | 00.0% | 不變 |
| Principal Street Partners, LLC | 3,297 | $89.1 萬 | 0.15% | +34+1.0% | 加碼 |
| Monetary Management Group Inc | 3,240 | $88.7 萬 | 0.23% | −125−3.7% | 減碼 |
| Visionary Wealth Advisors | 3,239 | $88.7 萬 | 0.05% | +86+2.7% | 加碼 |
| Roman Butler Fullerton & Co | 3,073 | $88.6 萬 | 0.27% | −16−0.5% | 減碼 |
| Wolff Wiese Magana LLC | 3,235 | $88.5 萬 | 0.61% | +42+1.3% | 加碼 |
| New Millennium Group LLC | 3,233 | $88.5 萬 | 0.57% | +3,229+80,725.0% | 加碼 |
| Facet Wealth, Inc. | 3,001 | $88.4 萬 | 0.03% | +1,944+183.9% | 加碼 |
| Twin City Private Wealth, LLC | 3,224 | $88.4 萬 | 0.77% | +874+37.2% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,227 | $88.3 萬 | 0.48% | −173−5.1% | 減碼 |
| Americana Partners, LLC | 3,216 | $88.0 萬 | 0.06% | −3,283−50.5% | 減碼 |
| Milestone Asset Management, LLC | 3,213 | $87.9 萬 | 0.20% | +150+4.9% | 加碼 |
| Cromwell Holdings LLC | 3,188 | $87.4 萬 | 0.56% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 3,183 | $87.1 萬 | 0.18% | +517+19.4% | 加碼 |
| Correct Capital Wealth Management | 3,169 | $86.7 萬 | 0.19% | +218+7.4% | 加碼 |
| Probity Advisors, Inc. | 3,163 | $86.6 萬 | 0.17% | +184+6.2% | 加碼 |
| Kennebec Savings Bank | 3,161 | $86.5 萬 | 0.86% | +3,161 | 新進 |
| Capital Management Associates | 3,150 | $86.2 萬 | 0.96% | 00.0% | 不變 |
| EPIQ Capital Group, LLC | 3,142 | $86.1 萬 | 0.25% | +108+3.6% | 加碼 |
| Canandaigua National Trust Co of Florida | 3,145 | $86.1 萬 | 0.74% | +3,145 | 新進 |
| Alpha Cubed Investments, LLC | 3,139 | $85.9 萬 | 0.04% | −177−5.3% | 減碼 |
| Motiv8 Investments LLC | 3,136 | $85.8 萬 | 0.58% | +711+29.3% | 加碼 |
| Marcum Wealth, LLC | 3,129 | $85.6 萬 | 0.08% | +114+3.8% | 加碼 |
| First National Bank | 3,124 | $85.5 萬 | 0.59% | −38−1.2% | 減碼 |
| Harbour Investments, Inc. | 3,107 | $85.0 萬 | 0.03% | −40−1.3% | 減碼 |
| Kensington Investment Counsel, LLC | 3,104 | $85.0 萬 | 0.35% | +141+4.8% | 加碼 |
| Ecofi Investissements SA | 3,800 | $84.8 萬 | 0.56% | +50+1.3% | 加碼 |
| Colonial River Wealth Management, LLC | 3,085 | $84.4 萬 | 0.42% | −4,916−61.4% | 減碼 |
| TFG Advisers LLC | 3,075 | $84.2 萬 | 0.30% | +163+5.6% | 加碼 |
| Retireful, LLC | 3,073 | $84.1 萬 | 0.62% | +3,073 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,065 | $84.1 萬 | 0.39% | +126+4.3% | 加碼 |
| Simplicity Wealth,LLC | 3,069 | $84.0 萬 | 0.08% | −25,519−89.3% | 減碼 |
| Mather Group, LLC. | 3,069 | $84.0 萬 | 0.01% | −669−17.9% | 減碼 |
| Prana Capital Management, LP | 3,067 | $83.9 萬 | 0.04% | −4,288−58.3% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 3,065 | $83.9 萬 | 2.03% | +1,003+48.6% | 加碼 |
| Strait & Sound Wealth Management LLC | 3,060 | $83.8 萬 | 0.41% | −539−15.0% | 減碼 |
| Cyr Financial Inc. | 3,056 | $83.6 萬 | 0.78% | −84−2.7% | 減碼 |
| Catalina Capital Group, LLC | 3,042 | $83.3 萬 | 0.28% | +689+29.3% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,036 | $83.1 萬 | 0.66% | −62−2.0% | 減碼 |
| Valmark Advisers, Inc. | 3,034 | $83.0 萬 | 0.01% | +377+14.2% | 加碼 |
| Corvex Management LP | 3,032 | $83.0 萬 | 0.03% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 3,030 | $82.9 萬 | 0.12% | −35−1.1% | 減碼 |
| River & Mercantile Asset Management LLP | 3,030 | $82.9 萬 | 0.18% | −77−2.5% | 減碼 |
| Wealth Advisors of Iowa, LLC | 3,028 | $82.9 萬 | 0.42% | +4+0.1% | 加碼 |
| Northern Oak Wealth Management Inc | 3,025 | $82.8 萬 | 0.10% | −274−8.3% | 減碼 |
| Quent Capital, LLC | 3,020 | $82.8 萬 | 0.08% | −47−1.5% | 減碼 |
| Meridian Investment Counsel Inc. | 3,013 | $82.5 萬 | 0.25% | 00.0% | 不變 |
| Carret Asset Management, LLC | 3,011 | $82.4 萬 | 0.09% | +332+12.4% | 加碼 |
| Bullock Wealth Management Group | 3,040 | $82.4 萬 | 0.50% | −180−5.6% | 減碼 |
| Midland Wealth Advisors LLC | 3,005 | $82.3 萬 | 0.05% | +36+1.2% | 加碼 |
| Inspire Trust Co, N.A. | 3,000 | $82.1 萬 | 0.23% | +3,000 | 新進 |
| Tranquility Partners, LLC | 2,974 | $81.4 萬 | 0.30% | 00.0% | 不變 |
| Smithfield Trust Co | 2,966 | $80.9 萬 | 0.04% | −51−1.7% | 減碼 |
| Financial Advisory Corp | 2,941 | $80.5 萬 | 0.30% | +1,335+83.1% | 加碼 |
| Knuff & Co LLC | 2,940 | $80.5 萬 | 0.25% | 00.0% | 不變 |
| Alpha Family Trust | 2,935 | $80.3 萬 | 0.45% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,924 | $80.1 萬 | 0.21% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 2,927 | $80.1 萬 | 0.08% | −187−6.0% | 減碼 |
| Chemung Canal Trust Co | 2,922 | $80.0 萬 | 0.16% | −413−12.4% | 減碼 |
| Aprio Wealth Management, LLC | 2,907 | $79.6 萬 | 0.13% | +606+26.3% | 加碼 |
| Davis R M Inc | 2,901 | $79.4 萬 | 0.02% | −218−7.0% | 減碼 |
| Blueprint Investment Partners LLC | 2,900 | $79.4 萬 | 0.14% | +1,899+189.7% | 加碼 |
| Eisler Capital (UK) Ltd. | 2,896 | $79.3 萬 | 0.19% | −9,028−75.7% | 減碼 |
| Grove Bank & Trust | 2,893 | $79.2 萬 | 0.12% | −10,423−78.3% | 減碼 |
| Vista Wealth Management Group, LLC | 2,891 | $79.1 萬 | 0.05% | −1,501−34.2% | 減碼 |
| Greystone Financial Group, LLC | 2,886 | $79.0 萬 | 0.14% | −709−19.7% | 減碼 |
| Pointe Capital Management LLC | 2,886 | $79.0 萬 | 0.46% | +897+45.1% | 加碼 |
| Three Seasons Wealth, LLC | 2,878 | $78.9 萬 | 0.42% | −3,557−55.3% | 減碼 |
| United Community Bank | 2,875 | $78.7 萬 | 0.31% | +404+16.3% | 加碼 |
| Poehling Capital Management, LLC | 2,869 | $78.5 萬 | 0.20% | +188+7.0% | 加碼 |
| West Family Investments, Inc. | 2,860 | $78.3 萬 | 0.27% | +1,241+76.7% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,852 | $78.1 萬 | 0.10% | −9−0.3% | 減碼 |
| Eads & Heald Wealth Management | 2,841 | $77.8 萬 | 0.37% | +207+7.9% | 加碼 |
| JT Stratford LLC | 2,841 | $77.8 萬 | 0.13% | +712+33.4% | 加碼 |
| Dark Forest Capital Management LP | 2,839 | $77.7 萬 | 0.10% | +2,839 | 新進 |
| S&CO Inc | 2,839 | $77.7 萬 | 0.05% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 2,810 | $76.9 萬 | 0.56% | 00.0% | 不變 |
| Deerfield Management Company, L.P. (Series C) | 2,806 | $76.8 萬 | 0.01% | +1,217+76.6% | 加碼 |
| Nichols & Pratt Advisers LLP | 2,805 | $76.8 萬 | 0.05% | +1,325+89.5% | 加碼 |
| Kestra Investment Management, LLC | 2,800 | $76.6 萬 | 0.03% | +2,800 | 新進 |
| First Affirmative Financial Network | 2,799 | $76.6 萬 | 0.42% | +527+23.2% | 加碼 |
| Beck Bode, LLC | 2,798 | $76.6 萬 | 0.14% | −1,151−29.1% | 減碼 |
| Abbot Financial Management, Inc. | 2,798 | $76.6 萬 | 0.39% | +430+18.2% | 加碼 |
| Klingman & Associates, LLC | 2,778 | $76.0 萬 | 0.05% | +1,349+94.4% | 加碼 |
| Sunflower Bank, N.A. | 2,775 | $76.0 萬 | 0.21% | +262+10.4% | 加碼 |