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 |
|---|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc | 2,775 | $76.0 萬 | 0.61% | +419+17.8% | 加碼 |
| Angeles Investment Advisors, LLC | 2,773 | $75.9 萬 | 0.04% | 00.0% | 不變 |
| Nvest Financial, LLC | 2,775 | $75.9 萬 | 0.43% | +870+45.7% | 加碼 |
| Callan Capital, LLC | 2,770 | $75.8 萬 | 0.05% | +768+38.4% | 加碼 |
| Icon Wealth Advisors, LLC | 2,769 | $75.8 萬 | 0.06% | −8,008−74.3% | 減碼 |
| First Citizens Bank & Trust Co | 2,761 | $75.6 萬 | 0.02% | −247−8.2% | 減碼 |
| Jackson Creek Investment Advisors LLC | 2,744 | $75.1 萬 | 0.22% | +1,318+92.4% | 加碼 |
| My Legacy Advisors, LLC | 2,742 | $75.1 萬 | 0.30% | −459−14.3% | 減碼 |
| Bright Futures Wealth Management, LLC. | 2,530 | $75.0 萬 | 0.36% | −128−4.8% | 減碼 |
| Moseley Investment Management Inc | 2,723 | $74.5 萬 | 0.30% | −1,002−26.9% | 減碼 |
| Two Sigma Securities, LLC | 2,719 | $74.4 萬 | 0.06% | +2,719 | 新進 |
| Evermay Wealth Management LLC | 2,713 | $74.3 萬 | 0.12% | −66−2.4% | 減碼 |
| Seaport Global Advisors, LLC | 2,715 | $74.3 萬 | 2.35% | 00.0% | 不變 |
| High Note Wealth, LLC | 2,703 | $74.0 萬 | 0.21% | −9−0.3% | 減碼 |
| Alta Advisers Ltd | 2,700 | $73.9 萬 | 0.34% | 00.0% | 不變 |
| Hemenway Trust Co LLC | 2,695 | $73.8 萬 | 0.06% | +950+54.4% | 加碼 |
| BKD Wealth Advisors, LLC | 2,685 | $73.5 萬 | 0.02% | +1,305+94.6% | 加碼 |
| Kozak & Associates, Inc. | 2,520 | $73.3 萬 | 0.17% | +5+0.2% | 加碼 |
| Austin Private Wealth, LLC | 2,676 | $73.2 萬 | 0.07% | −11−0.4% | 減碼 |
| Vancity Investment Management Ltd | 2,675 | $73.2 萬 | 0.09% | −180,495−98.5% | 減碼 |
| Greenwich Wealth Management LLC | 2,671 | $73.1 萬 | 0.05% | +114+4.5% | 加碼 |
| Sivia Capital Partners, LLC | 2,659 | $72.8 萬 | 0.43% | +307+13.1% | 加碼 |
| Gamco Investors, Inc. Et Al | 2,659 | $72.8 萬 | 0.01% | +386+17.0% | 加碼 |
| Avitas Wealth Management LLC | 2,651 | $72.6 萬 | 0.10% | −204−7.1% | 減碼 |
| Financial Advisory Service, Inc. | 2,649 | $72.5 萬 | 0.06% | +10.0% | 加碼 |
| West Branch Capital LLC | 2,647 | $72.4 萬 | 0.25% | +929+54.1% | 加碼 |
| Fayez Sarofim & Co | 2,646 | $72.4 萬 | 0.00% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 2,617 | $72.1 萬 | 0.01% | −302−10.3% | 減碼 |
| Blodgett Wealth Advisors, LLC | 2,627 | $71.9 萬 | 0.60% | −60−2.2% | 減碼 |
| Stock Yards Bank & Trust Co | 2,626 | $71.9 萬 | 0.02% | −545−17.2% | 減碼 |
| Aviso Wealth Management | 2,625 | $71.9 萬 | 0.39% | −450−14.6% | 減碼 |
| BIP Wealth, LLC | 2,613 | $71.5 萬 | 0.05% | +20+0.8% | 加碼 |
| Winslow Capital Management, LLC | 2,612 | $71.5 萬 | 0.00% | −83,924−97.0% | 減碼 |
| Inscription Capital, LLC | 2,593 | $71.0 萬 | 0.11% | +14+0.5% | 加碼 |
| Castle Rock Wealth Management, LLC | 2,458 | $70.5 萬 | 0.17% | +150+6.5% | 加碼 |
| Kapstone Financial Advisors LLC | 2,532 | $70.0 萬 | 0.42% | 00.0% | 不變 |
| Key Financial Inc | 2,557 | $70.0 萬 | 0.15% | +10+0.4% | 加碼 |
| Hill Island Financial LLC | 2,549 | $69.8 萬 | 0.21% | +10.0% | 加碼 |
| Fortitude Family Office, LLC | 2,548 | $69.7 萬 | 0.28% | +84+3.4% | 加碼 |
| Onefund, LLC | 2,546 | $69.7 萬 | 0.71% | +11+0.4% | 加碼 |
| Windsor Capital Management, LLC | 2,541 | $69.5 萬 | 0.20% | −14−0.5% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 2,536 | $69.4 萬 | 0.14% | +1,264+99.4% | 加碼 |
| Mathes Company, Inc. | 2,525 | $69.1 萬 | 0.24% | −200−7.3% | 減碼 |
| Appleton Partners Inc | 2,524 | $69.1 萬 | 0.05% | −97−3.7% | 減碼 |
| Catalyst Private Wealth, LLC | 2,523 | $69.1 萬 | 0.34% | 00.0% | 不變 |
| Global Endowment Management, LP | 2,518 | $68.9 萬 | 0.07% | +9+0.4% | 加碼 |
| AdvisorNet Financial, Inc | 2,516 | $68.9 萬 | 0.05% | +139+5.8% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,514 | $68.8 萬 | 0.44% | 00.0% | 不變 |
| Fountainhead AM, LLC | 2,514 | $68.8 萬 | 0.14% | +903+56.1% | 加碼 |
| Prentice Wealth Management LLC | 2,506 | $68.6 萬 | 0.20% | +37+1.5% | 加碼 |
| Xcel Wealth Management, LLC | 2,495 | $68.3 萬 | 0.20% | −2,202−46.9% | 減碼 |
| Vista Investment Management | 2,487 | $68.1 萬 | 0.26% | +1,650+197.1% | 加碼 |
| Solstein Capital, LLC | 2,487 | $68.1 萬 | 0.36% | 00.0% | 不變 |
| XR Securities LLC | 2,479 | $67.9 萬 | 4.39% | +2,479 | 新進 |
| Wellington Wealth Strategies, LLC. | 2,322 | $67.7 萬 | 0.51% | +2,322 | 新進 |
| Kuhn & Co Investment Counsel | 2,467 | $67.5 萬 | 0.58% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 2,456 | $67.2 萬 | 0.13% | +396+19.2% | 加碼 |
| Hartford Funds Management Co LLC | 2,450 | $67.1 萬 | 0.06% | +217+9.7% | 加碼 |
| Worth Financial Advisory Group, LLC | 2,438 | $66.7 萬 | 0.39% | +76+3.2% | 加碼 |
| Drive Wealth Management, LLC | 2,433 | $66.7 萬 | 0.17% | −153−5.9% | 減碼 |
| NVWM, LLC | 2,565 | $66.7 萬 | 0.17% | +36+1.4% | 加碼 |
| City State Bank | 2,433 | $66.6 萬 | 0.24% | 00.0% | 不變 |
| Ewa, LLC | 2,001 | $66.4 萬 | 0.24% | +33+1.7% | 加碼 |
| Heritage Wealth Management, Inc. | 2,423 | $66.3 萬 | 0.22% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 2,406 | $65.9 萬 | 0.33% | +13+0.5% | 加碼 |
| Studio Investment Management LLC | 2,401 | $65.8 萬 | 0.14% | +41+1.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,397 | $65.7 萬 | 0.07% | +683+39.8% | 加碼 |
| Alera Investment Advisors, LLC | 2,398 | $65.6 萬 | 0.08% | +213+9.7% | 加碼 |
| Blackhawk Capital Partners LLC. | 2,393 | $65.5 萬 | 0.35% | −43−1.8% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,390 | $65.4 萬 | 0.14% | +10+0.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 2,390 | $65.4 萬 | 0.01% | −946−28.4% | 減碼 |
| Sierra Capital LLC | 2,390 | $65.4 萬 | 0.08% | 00.0% | 不變 |
| Holderness Investments Co | 2,386 | $65.3 萬 | 0.14% | +13+0.5% | 加碼 |
| Childress Capital Advisors, LLC | 2,382 | $65.2 萬 | 0.18% | +143+6.4% | 加碼 |
| Trueblood Wealth Management, LLC | 2,376 | $65.0 萬 | 0.33% | +49+2.1% | 加碼 |
| B&L Asset Management LLC | 2,369 | $64.8 萬 | 0.41% | +2,369 | 新進 |
| Regent Peak Wealth Advisors LLC | 2,363 | $64.7 萬 | 0.15% | +96+4.2% | 加碼 |
| Gabelli Funds LLC | 2,355 | $64.5 萬 | 0.00% | −50−2.1% | 減碼 |
| Global Trust Asset Management, LLC | 2,351 | $64.3 萬 | 0.24% | −186−7.3% | 減碼 |
| Zullo Investment Group, Inc. | 2,350 | $64.3 萬 | 0.27% | +60+2.6% | 加碼 |
| Joel Isaacson & Co., LLC | 2,349 | $64.3 萬 | 0.03% | +346+17.3% | 加碼 |
| RFG Holdings, Inc. | 2,338 | $64.0 萬 | 0.23% | +310+15.3% | 加碼 |
| PFG Advisors | 2,331 | $63.8 萬 | 0.04% | −83−3.4% | 減碼 |
| Investors Research Corp | 2,317 | $63.4 萬 | 0.14% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 2,316 | $63.4 萬 | 0.19% | −82−3.4% | 減碼 |
| Parkside Advisors LLC | 2,299 | $63.0 萬 | 0.15% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 2,302 | $63.0 萬 | 0.31% | −8−0.3% | 減碼 |
| Cascades Capital Asset Management, LLC | 2,302 | $63.0 萬 | 0.35% | +2,302 | 新進 |
| Ausdal Financial Partners, Inc. | 2,296 | $62.8 萬 | 0.07% | +342+17.5% | 加碼 |
| Duncan Williams Asset Management, LLC | 2,294 | $62.8 萬 | 0.35% | +2,294 | 新進 |
| Accel Wealth Management | 2,284 | $62.5 萬 | 0.23% | +40+1.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 2,284 | $62.5 萬 | 0.05% | −107−4.5% | 減碼 |
| Truvestments Capital LLC | 2,276 | $62.3 萬 | 0.17% | +349+18.1% | 加碼 |
| Pegasus Partners Ltd. | 2,272 | $62.2 萬 | 0.06% | +270+13.5% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 2,271 | $62.2 萬 | 0.13% | −374−14.1% | 減碼 |
| Berger Financial Group, Inc | 2,267 | $62.1 萬 | 0.04% | +116+5.4% | 加碼 |
| Covenant Partners, LLC | 2,258 | $61.8 萬 | 0.18% | +257+12.8% | 加碼 |
| Advisory Alpha, LLC | 2,252 | $61.7 萬 | 0.02% | +408+22.1% | 加碼 |
| 17 Capital Partners, LLC | 2,252 | $61.6 萬 | 0.40% | +10+0.4% | 加碼 |
| Crumly & Associates Inc. | 2,244 | $61.4 萬 | 0.17% | +10+0.4% | 加碼 |