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 |
|---|---|---|---|---|---|
| Berry Wealth Group, LP | 1,855 | $50.8 萬 | 0.36% | +6+0.3% | 加碼 |
| First Heartland Consultants, Inc. | 1,851 | $50.7 萬 | 0.05% | +496+36.6% | 加碼 |
| Saiph Capital, LLC | 1,851 | $50.7 萬 | 0.24% | +4+0.2% | 加碼 |
| Baxter Bros Inc | 1,847 | $50.6 萬 | 0.07% | −57−3.0% | 減碼 |
| LVW Advisors, LLC | 1,846 | $50.5 萬 | 0.06% | +20+1.1% | 加碼 |
| Iams Wealth Management, LLC | 1,842 | $50.4 萬 | 0.25% | −397−17.7% | 減碼 |
| Guardian Wealth Advisors, LLC | 1,828 | $50.0 萬 | 0.05% | −58−3.1% | 減碼 |
| McDaniel Terry & Co | 1,823 | $49.9 萬 | 0.04% | +1+0.1% | 加碼 |
| Leavell Investment Management, Inc. | 1,818 | $49.8 萬 | 0.02% | −22−1.2% | 減碼 |
| ASB Consultores, LLC | 1,820 | $49.8 萬 | 0.20% | −3−0.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 1,818 | $49.8 萬 | 0.01% | 00.0% | 不變 |
| Chaney Capital Management, Inc. | 1,814 | $49.7 萬 | 0.28% | +3+0.2% | 加碼 |
| Essex LLC | 1,814 | $49.7 萬 | 0.10% | +60+3.4% | 加碼 |
| Balanced Rock Investment Advisor | 1,811 | $49.6 萬 | 0.39% | −40−2.2% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,810 | $49.5 萬 | 0.16% | +28+1.6% | 加碼 |
| Oxford Financial Group Ltd | 1,803 | $49.4 萬 | 0.03% | −537−22.9% | 減碼 |
| True North Advisors, LLC | 1,803 | $49.3 萬 | 0.13% | −18−1.0% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,798 | $49.2 萬 | 0.08% | −32−1.7% | 減碼 |
| Patron Partners Advisors, LLC | 1,793 | $49.1 萬 | 0.27% | −87−4.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 1,777 | $48.6 萬 | 0.01% | +132+8.0% | 加碼 |
| Pacific Sage Partners, LLC | 1,773 | $48.5 萬 | 0.12% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 1,773 | $48.5 萬 | 0.15% | +1,773 | 新進 |
| Kowal Investment Group, LLC | 1,772 | $48.5 萬 | 0.09% | +936+112.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,767 | $48.4 萬 | 0.13% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,763 | $48.3 萬 | 0.14% | +177+11.2% | 加碼 |
| Waters Parkerson & Co., LLC | 1,757 | $48.1 萬 | 0.02% | 00.0% | 不變 |
| Trilogy Capital Inc. | 1,756 | $48.1 萬 | 0.02% | +162+10.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 1,756 | $48.1 萬 | 0.00% | +238+15.7% | 加碼 |
| Everpar Advisors LLC | 1,752 | $48.0 萬 | 0.25% | −119−6.4% | 減碼 |
| Aspire Capital Advisors LLC | 1,749 | $47.9 萬 | 0.14% | +17+1.0% | 加碼 |
| IVC Wealth Advisors LLC | 1,741 | $47.7 萬 | 0.26% | −525−23.2% | 減碼 |
| Semus Wealth Partners LLC | 1,740 | $47.6 萬 | 0.33% | −83−4.6% | 減碼 |
| Brown Financial Advisors | 1,739 | $47.6 萬 | 0.20% | +1,739 | 新進 |
| Clarity Wealth Advisors, LLC | 1,738 | $47.6 萬 | 0.14% | +100+6.1% | 加碼 |
| Stokes Family Office, LLC | 1,736 | $47.5 萬 | 0.05% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 1,730 | $47.4 萬 | 0.07% | +6+0.3% | 加碼 |
| First Financial Corp | 1,732 | $47.4 萬 | 0.23% | −71−3.9% | 減碼 |
| Howland Capital Management LLC | 1,729 | $47.4 萬 | 0.02% | +64+3.8% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,731 | $47.4 萬 | 0.12% | −242−12.3% | 減碼 |
| J. W. Coons Advisors, LLC | 1,728 | $47.3 萬 | 0.12% | +26+1.5% | 加碼 |
| Seven Mile Advisory | 1,723 | $47.2 萬 | 0.31% | +278+19.2% | 加碼 |
| JB Capital LLC | 1,716 | $47.0 萬 | 0.03% | −815−32.2% | 減碼 |
| Cedar Wealth Management, LLC | 1,716 | $47.0 萬 | 0.15% | 00.0% | 不變 |
| United Advisor Group, LLC | 1,715 | $46.9 萬 | 0.11% | +838+95.6% | 加碼 |
| Seeds Investor LLC | 1,714 | $46.9 萬 | 0.18% | +282+19.7% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 1,710 | $46.8 萬 | 0.37% | −109−6.0% | 減碼 |
| Northwest & Ethical Investments L.P. | 1,710 | $46.8 萬 | 0.01% | +807+89.4% | 加碼 |
| Farrell Financial LLC | 1,444 | $46.5 萬 | 0.33% | +1+0.1% | 加碼 |
| Sunpointe, LLC | 1,695 | $46.5 萬 | 0.38% | −84−4.7% | 減碼 |
| Wedge Capital Management L L P | 1,693 | $46.3 萬 | 0.01% | −26−1.5% | 減碼 |
| Copley Financial Group, Inc. | 1,693 | $46.3 萬 | 0.42% | +1,693 | 新進 |
| New Republic Capital, LLC | 1,684 | $46.1 萬 | 0.26% | −872−34.1% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 1,683 | $46.0 萬 | 0.18% | −3−0.2% | 減碼 |
| Pioneer Wealth Management Group | 1,668 | $45.7 萬 | 0.22% | 00.0% | 不變 |
| GYL Financial Synergies, LLC | 1,667 | $45.6 萬 | 0.03% | −2−0.1% | 減碼 |
| Legacy Edge Advisors, LLC | 1,653 | $45.2 萬 | 0.07% | −18−1.1% | 減碼 |
| Cottage Street Advisors LLC | 1,652 | $45.2 萬 | 0.25% | −125−7.0% | 減碼 |
| SlateStone Wealth, LLC | 1,653 | $45.2 萬 | 0.04% | −20−1.2% | 減碼 |
| Beacon Financial Group | 1,651 | $45.2 萬 | 0.05% | −160−8.8% | 減碼 |
| Hyperion Partners, LLC | 1,651 | $45.2 萬 | 0.29% | −9−0.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 1,649 | $45.1 萬 | 0.09% | −47−2.8% | 減碼 |
| Crewe Advisors LLC | 1,647 | $45.1 萬 | 0.05% | −373−18.5% | 減碼 |
| LBMC Investment Advisors, LLC | 1,646 | $45.1 萬 | 0.04% | 00.0% | 不變 |
| Aveo Capital Partners, LLC | 1,645 | $45.0 萬 | 0.05% | +166+11.2% | 加碼 |
| Verdad Advisers, LP | 1,642 | $44.9 萬 | 0.60% | +1,642 | 新進 |
| Proficio Capital Partners LLC | 1,638 | $44.8 萬 | 0.04% | −426−20.6% | 減碼 |
| Richardson Financial Services Inc. | 1,742 | $44.8 萬 | 0.28% | +16+0.9% | 加碼 |
| American National Bank | 1,635 | $44.8 萬 | 0.05% | −22−1.3% | 減碼 |
| Pathway Financial Advisors LLC | 1,634 | $44.7 萬 | 0.11% | +102+6.7% | 加碼 |
| V2 Financial group LLC | 1,628 | $44.6 萬 | 0.29% | 00.0% | 不變 |
| Tobam | 1,625 | $44.5 萬 | 0.08% | −144−8.1% | 減碼 |
| Convergence Investment Partners, LLC | 1,622 | $44.4 萬 | 0.12% | −45−2.7% | 減碼 |
| Revolve Wealth Partners, LLC | 1,622 | $44.4 萬 | 0.07% | −188−10.4% | 減碼 |
| Private Portfolio Partners LLC | 1,619 | $44.3 萬 | 0.08% | +1,619 | 新進 |
| Accredited Investors Inc. | 1,618 | $44.3 萬 | 0.03% | +689+74.2% | 加碼 |
| CVA Family Office, LLC | 1,614 | $44.2 萬 | 0.07% | +132+8.9% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,612 | $44.1 萬 | 0.04% | +212+15.1% | 加碼 |
| M3 Advisory Group, LLC | 1,601 | $43.8 萬 | 0.32% | +101+6.7% | 加碼 |
| Welch Group, LLC | 1,596 | $43.7 萬 | 0.02% | +718+81.8% | 加碼 |
| LJI Wealth Management, LLC | 1,595 | $43.7 萬 | 0.09% | −16−1.0% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,590 | $43.5 萬 | 0.76% | −5,270−76.8% | 減碼 |
| Canton Hathaway, LLC | 1,588 | $43.5 萬 | 0.11% | +500+46.0% | 加碼 |
| Strategic Advocates LLC | 1,584 | $43.4 萬 | 0.16% | −9,359−85.5% | 減碼 |
| Busey Wealth Management | 1,578 | $43.2 萬 | 0.01% | −32−2.0% | 減碼 |
| Jacobsen Capital Management | 1,578 | $43.2 萬 | 0.18% | +176+12.6% | 加碼 |
| Beaton Management Co. Inc. | 1,575 | $43.1 萬 | 0.22% | 00.0% | 不變 |
| Olistico Wealth, LLC | 1,572 | $43.0 萬 | 0.26% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 1,568 | $42.9 萬 | 0.20% | −175−10.0% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 1,565 | $42.8 萬 | 0.02% | +22+1.4% | 加碼 |
| Apexium Financial, LP | 1,564 | $42.8 萬 | 0.03% | −43−2.7% | 減碼 |
| JNBA Financial Advisors | 1,562 | $42.8 萬 | 0.04% | −35−2.2% | 減碼 |
| Dougherty Wealth Advisers LLC | 1,549 | $42.4 萬 | 0.34% | 00.0% | 不變 |
| WMS Partners, LLC | 1,541 | $42.2 萬 | 0.02% | +43+2.9% | 加碼 |
| Wetzel Investment Advisors, Inc. | 1,532 | $42.0 萬 | 0.21% | +199+14.9% | 加碼 |
| Advisor OS, LLC | 1,532 | $41.9 萬 | 0.04% | −101−6.2% | 減碼 |
| Harmony Asset Management LLC | 1,529 | $41.9 萬 | 0.15% | +209+15.8% | 加碼 |
| Fort Sheridan Advisors LLC | 1,529 | $41.9 萬 | 0.06% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 1,525 | $41.7 萬 | 0.30% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,522 | $41.7 萬 | 0.08% | +849+126.2% | 加碼 |
| Ssi Investment Management LLC | 1,513 | $41.4 萬 | 0.03% | −1−0.1% | 減碼 |