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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 2,239 | $61.3 萬 | 0.03% | +43+2.0% | 加碼 |
| Magnus Financial Group LLC | 2,234 | $61.1 萬 | 0.06% | −333−13.0% | 減碼 |
| Westover Capital Advisors, LLC | 2,223 | $60.8 萬 | 0.12% | −240−9.7% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 2,218 | $60.7 萬 | 0.09% | +265+13.6% | 加碼 |
| Good Life Advisors, LLC | 2,216 | $60.7 萬 | 0.04% | +581+35.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,204 | $60.3 萬 | 0.06% | −17−0.8% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,202 | $60.3 萬 | 0.03% | +673+44.0% | 加碼 |
| Headinvest, LLC | 2,194 | $60.1 萬 | 0.11% | −15−0.7% | 減碼 |
| Hengehold Capital Management LLC | 2,192 | $60.0 萬 | 0.06% | +25+1.2% | 加碼 |
| Montag A & Associates Inc | 2,173 | $59.6 萬 | 0.03% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 2,175 | $59.5 萬 | 0.41% | +850+64.2% | 加碼 |
| Verdence Capital Advisors LLC | 2,174 | $59.5 萬 | 0.05% | +219+11.2% | 加碼 |
| Beacon Financial Advisory LLC | 2,172 | $59.4 萬 | 0.20% | +525+31.9% | 加碼 |
| WBH Advisory Inc | 2,164 | $59.2 萬 | 0.06% | −123−5.4% | 減碼 |
| RAM Investment Partners, LLC | 2,163 | $59.2 萬 | 0.15% | +27+1.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,160 | $59.1 萬 | 0.06% | +117+5.7% | 加碼 |
| Fort Point Capital Partners LLC | 2,158 | $59.1 萬 | 0.07% | +21+1.0% | 加碼 |
| Confluence Wealth Services, Inc. | 2,154 | $58.9 萬 | 0.04% | −358−14.3% | 減碼 |
| Brio Consultants, LLC | 2,149 | $58.8 萬 | 0.09% | +141+7.0% | 加碼 |
| Apollon Financial, LLC | 2,147 | $58.8 萬 | 0.17% | +20+0.9% | 加碼 |
| H&H Retirement Design & Management INC | 2,035 | $58.7 萬 | 0.35% | +489+31.6% | 加碼 |
| Independent Solutions Wealth Management, LLC | 2,140 | $58.6 萬 | 0.13% | +145+7.3% | 加碼 |
| Marino, Stram & Associates LLC | 2,137 | $58.5 萬 | 0.13% | 00.0% | 不變 |
| Centiva Capital, LP | 2,133 | $58.4 萬 | 0.03% | −912−30.0% | 減碼 |
| Western Pacific Wealth Management, LP | 2,116 | $57.9 萬 | 0.39% | −2,573−54.9% | 減碼 |
| LRI Investments, LLC | 24,968 | $57.9 萬 | 0.06% | +23,418+1,510.8% | 加碼 |
| Peterson Wealth Services | 2,116 | $57.9 萬 | 0.18% | +101+5.0% | 加碼 |
| ORG Wealth Partners, LLC | 2,111 | $57.8 萬 | 0.19% | +2,111 | 新進 |
| Ramiah Investment Group | 2,100 | $57.5 萬 | 0.54% | −537−20.4% | 減碼 |
| Cedrus LLC | 2,096 | $57.4 萬 | 0.21% | +157+8.1% | 加碼 |
| Walkner Condon Financial Advisors LLC | 2,093 | $57.3 萬 | 0.12% | −10.0% | 減碼 |
| Laffer Tengler Investments | 2,086 | $57.1 萬 | 0.12% | −53−2.5% | 減碼 |
| Eagle Strategies LLC | 2,086 | $57.1 萬 | 0.10% | −4,447−68.1% | 減碼 |
| 626 Financial, LLC | 2,085 | $57.1 萬 | 0.32% | −229−9.9% | 減碼 |
| FF Advisors,LLC | 1,955 | $57.0 萬 | 0.37% | 00.0% | 不變 |
| Synergy Financial Group, LTD | 2,077 | $56.9 萬 | 0.54% | +120+6.1% | 加碼 |
| White Pine Capital LLC | 2,077 | $56.8 萬 | 0.19% | +113+5.8% | 加碼 |
| Altfest L J & Co Inc | 2,074 | $56.8 萬 | 0.08% | −181−8.0% | 減碼 |
| Eqis Capital Management, Inc. | 2,066 | $56.5 萬 | 0.05% | −1,921−48.2% | 減碼 |
| Addison Advisors LLC | 2,052 | $56.2 萬 | 0.16% | +177+9.4% | 加碼 |
| Global Assets Advisory, LLC | 2,072 | $56.1 萬 | 0.31% | +2,072 | 新進 |
| Lakeview Capital Partners, LLC | 2,050 | $56.1 萬 | 0.09% | −90−4.2% | 減碼 |
| SFM, LLC | 2,042 | $55.9 萬 | 0.42% | −4−0.2% | 減碼 |
| Redwood Financial Network Corp | 2,041 | $55.9 萬 | 0.44% | −100−4.7% | 減碼 |
| Boston Trust Walden Corp | 2,039 | $55.8 萬 | 0.00% | 00.0% | 不變 |
| New Century Financial Group, LLC | 2,038 | $55.8 萬 | 0.20% | +1,248+158.0% | 加碼 |
| Tyche Wealth Partners LLC | 2,029 | $55.5 萬 | 0.13% | −56−2.7% | 減碼 |
| Roberts Glore & Co Inc | 2,024 | $55.4 萬 | 0.16% | −75−3.6% | 減碼 |
| Bigelow Investment Advisors, LLC | 2,022 | $55.3 萬 | 0.25% | +143+7.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,020 | $55.3 萬 | 0.04% | −563−21.8% | 減碼 |
| Heartland Bank & Trust Co | 2,014 | $55.1 萬 | 0.30% | −130−6.1% | 減碼 |
| Phillips Wealth Planners LLC | 1,886 | $54.9 萬 | 0.53% | +328+21.1% | 加碼 |
| Alley Investment Management Company, LLC | 2,000 | $54.7 萬 | 0.07% | −3−0.1% | 減碼 |
| Grace & Mercy Foundation, Inc. | 2,000 | $54.7 萬 | 0.12% | −5,500−73.3% | 減碼 |
| Latko Wealth Management, Ltd. | 2,000 | $54.7 萬 | 0.33% | +2,000 | 新進 |
| Traveka Wealth, LLC | 1,996 | $54.6 萬 | 0.28% | +77+4.0% | 加碼 |
| SPC Financial, Inc. | 1,995 | $54.6 萬 | 0.05% | +71+3.7% | 加碼 |
| Northwest Financial Advisors | 1,986 | $54.4 萬 | 0.43% | −16−0.8% | 減碼 |
| TFB Advisors LLC | 1,986 | $54.4 萬 | 0.16% | +63+3.3% | 加碼 |
| Intrua Financial, LLC | 1,978 | $54.1 萬 | 0.09% | +92+4.9% | 加碼 |
| Connecticut Wealth Management, LLC | 1,971 | $53.9 萬 | 0.03% | −22−1.1% | 減碼 |
| D'Orazio & Associates, Inc. | 1,969 | $53.9 萬 | 0.08% | −2−0.1% | 減碼 |
| Hilltop National Bank | 1,968 | $53.9 萬 | 0.16% | −34−1.7% | 減碼 |
| Focused Wealth Management, Inc | 1,966 | $53.8 萬 | 0.07% | +83+4.4% | 加碼 |
| FNY Investment Advisers, LLC | 1,966 | $53.8 萬 | 0.26% | +1,966 | 新進 |
| Cypress Point Wealth Management, LLC | 1,963 | $53.7 萬 | 0.21% | +87+4.6% | 加碼 |
| Capital Performance Advisors LLP | 1,963 | $53.7 萬 | 0.16% | +260+15.3% | 加碼 |
| Long Run Wealth Advisors, LLC | 1,962 | $53.7 萬 | 0.13% | +1,962 | 新進 |
| Waterloo Capital, L.P. | 1,962 | $53.7 萬 | 0.06% | +429+28.0% | 加碼 |
| Carson Advisory Inc. | 1,956 | $53.5 萬 | 0.34% | +18+0.9% | 加碼 |
| Silver Coast Investments LLC | 1,955 | $53.5 萬 | 0.20% | +40+2.1% | 加碼 |
| Peninsula Wealth, LLC | 1,839 | $53.5 萬 | 0.09% | +114+6.6% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 1,931 | $53.4 萬 | 0.01% | −197−9.3% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,946 | $53.3 萬 | 0.21% | +752+63.0% | 加碼 |
| Copperleaf Capital, LLC | 1,941 | $53.1 萬 | 0.41% | +74+4.0% | 加碼 |
| Root Financial Partners, LLC | 1,934 | $52.9 萬 | 0.08% | +150+8.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,927 | $52.7 萬 | 0.30% | +167+9.5% | 加碼 |
| Sage Private Wealth Group, LLC | 1,926 | $52.7 萬 | 0.42% | +145+8.1% | 加碼 |
| Northern Financial Advisors Inc | 1,923 | $52.6 萬 | 0.40% | −101−5.0% | 減碼 |
| Riversedge Advisors, LLC | 1,920 | $52.6 萬 | 0.12% | +122+6.8% | 加碼 |
| Battery Global Advisors, LLC | 1,914 | $52.5 萬 | 0.29% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 1,916 | $52.4 萬 | 0.08% | −7−0.4% | 減碼 |
| Telos Capital Management, Inc. | 1,911 | $52.3 萬 | 0.05% | −229−10.7% | 減碼 |
| Elevated Capital Advisors, LLC | 1,909 | $52.3 萬 | 0.14% | +1,909 | 新進 |
| Jeppson Wealth Management, LLC | 1,908 | $52.2 萬 | 0.19% | +1+0.1% | 加碼 |
| Financial Engines Advisors L.L.C. | 1,905 | $52.2 萬 | 0.00% | −7,646−80.1% | 減碼 |
| Winthrop Advisory Group LLC | 1,899 | $52.1 萬 | 0.06% | +1+0.1% | 加碼 |
| Sax Wealth Advisors, LLC | 1,899 | $52.0 萬 | 0.05% | +962+102.7% | 加碼 |
| Fermata Advisors, LLC | 1,896 | $51.9 萬 | 0.11% | +511+36.9% | 加碼 |
| SevenBridge Financial Group, LLC | 1,518 | $51.9 萬 | 0.10% | +344+29.3% | 加碼 |
| Citizens National Bank Trust Department | 1,889 | $51.7 萬 | 0.11% | +137+7.8% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,876 | $51.3 萬 | 0.05% | 00.0% | 不變 |
| FFT Wealth Management LLC | 1,875 | $51.3 萬 | 0.04% | +250+15.4% | 加碼 |
| PSI Advisors, LLC | 1,874 | $51.3 萬 | 0.15% | +1+0.1% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,870 | $51.2 萬 | 0.14% | +325+21.0% | 加碼 |
| Financial Insights, Inc. | 1,865 | $51.0 萬 | 0.16% | −1,701−47.7% | 減碼 |
| Raleigh Capital Management Inc. | 1,858 | $50.9 萬 | 0.20% | +130+7.5% | 加碼 |
| Geller Advisors LLC | 1,854 | $50.8 萬 | 0.04% | +84+4.7% | 加碼 |
| Avalon Trust Co | 1,856 | $50.8 萬 | 0.04% | −425−18.6% | 減碼 |
| Arcataur Capital Management LLC | 1,855 | $50.8 萬 | 0.17% | −5−0.3% | 減碼 |