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 4 季 13F 持有人
Salesforce, Inc. 在 2024/12/31 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
- 3,109
- 較 2024 年第 3 季 +505 家
- 持有股數
- 7.75 億
- 較 2024 年第 3 季 +1,500 萬 (+2.0%)
- 總市值
- $2,587 億
- 較 2024 年第 3 季 +$507.4 億 (+24.4%)
- 新進機構
- 592
- 另有 1,197 家加碼
- 清倉機構
- 87
- 另有 1,029 家減碼
另有 52 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Welch Group, LLC | 1,559 | $52.3 萬 | 0.02% | −37−2.3% | 減碼 |
| LBMC Investment Advisors, LLC | 1,566 | $52.4 萬 | 0.04% | −80−4.9% | 減碼 |
| Ransom Advisory, Ltd | 1,568 | $52.4 萬 | 0.24% | 00.0% | 不變 |
| First Financial Corp | 1,572 | $52.6 萬 | 0.24% | −160−9.2% | 減碼 |
| JSF Financial, LLC | 1,572 | $52.6 萬 | 0.14% | +373+31.1% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 1,573 | $52.6 萬 | 0.10% | +444+39.3% | 加碼 |
| Beaton Management Co. Inc. | 1,575 | $52.7 萬 | 0.27% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 1,584 | $53.0 萬 | 0.11% | −65−3.9% | 減碼 |
| American National Bank | 1,585 | $53.0 萬 | 0.06% | −50−3.1% | 減碼 |
| Canton Hathaway, LLC | 1,588 | $53.1 萬 | 0.13% | 00.0% | 不變 |
| One Wealth Management Investment & Advisory Services, LLC | 1,590 | $53.2 萬 | 0.84% | 00.0% | 不變 |
| Reliant Investment Partners, LLC | 1,590 | $53.2 萬 | 0.47% | +1,590 | 新進 |
| Guardian Asset Advisors, LLC | 1,604 | $53.7 萬 | 0.34% | +114+7.7% | 加碼 |
| FineMark National Bank & Trust | 1,606 | $53.7 萬 | 0.02% | +719+81.1% | 加碼 |
| Convergence Investment Partners, LLC | 1,611 | $53.9 萬 | 0.12% | −11−0.7% | 減碼 |
| Thompson David Blair | 1,613 | $53.9 萬 | 0.39% | +1,613 | 新進 |
| Mattern Wealth Management LLC | 1,614 | $54.0 萬 | 0.12% | +170+11.8% | 加碼 |
| Pathway Financial Advisors LLC | 1,621 | $54.2 萬 | 0.12% | −13−0.8% | 減碼 |
| LJI Wealth Management, LLC | 1,621 | $54.2 萬 | 0.11% | +26+1.6% | 加碼 |
| Claret Asset Management Corp | 1,620 | $54.2 萬 | 0.09% | +464+40.1% | 加碼 |
| Brass Tax Wealth Management, Inc | 1,621 | $54.2 萬 | 0.11% | +1,621 | 新進 |
| Olistico Wealth, LLC | 1,622 | $54.2 萬 | 0.32% | +50+3.2% | 加碼 |
| J. W. Coons Advisors, LLC | 1,623 | $54.3 萬 | 0.14% | −105−6.1% | 減碼 |
| Wedge Capital Management L L P | 1,626 | $54.4 萬 | 0.01% | −67−4.0% | 減碼 |
| Smith, Moore & Co. | 1,627 | $54.4 萬 | 0.05% | +159+10.8% | 加碼 |
| V2 Financial group LLC | 1,628 | $54.4 萬 | 0.33% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 1,629 | $54.5 萬 | 0.08% | +100+6.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 1,630 | $54.5 萬 | 0.05% | +18+1.1% | 加碼 |
| Financial Advisory Corp | 1,630 | $54.5 萬 | 0.20% | −1,311−44.6% | 減碼 |
| Guerra Advisors Inc | 1,641 | $54.9 萬 | 0.30% | +1,641 | 新進 |
| WMS Partners, LLC | 1,641 | $54.9 萬 | 0.03% | +100+6.5% | 加碼 |
| Jacobsen Capital Management | 1,646 | $55.0 萬 | 0.23% | +68+4.3% | 加碼 |
| Apexium Financial, LP | 1,647 | $55.1 萬 | 0.03% | +83+5.3% | 加碼 |
| RD Lewis Holdings, Inc. | 1,691 | $55.1 萬 | 0.61% | +1,691 | 新進 |
| Cottage Street Advisors LLC | 1,650 | $55.2 萬 | 0.29% | −2−0.1% | 減碼 |
| Corps Capital Advisors, LLC | 1,654 | $55.3 萬 | 0.56% | +1,654 | 新進 |
| Real Talk Capital, LLC | 1,657 | $55.4 萬 | 0.73% | +1,657 | 新進 |
| Stokes Family Office, LLC | 1,660 | $55.5 萬 | 0.06% | −76−4.4% | 減碼 |
| Legacy Edge Advisors, LLC | 1,665 | $55.9 萬 | 0.09% | +12+0.7% | 加碼 |
| SlateStone Wealth, LLC | 1,676 | $56.0 萬 | 0.05% | +23+1.4% | 加碼 |
| Stock Yards Bank & Trust Co | 1,682 | $56.2 萬 | 0.02% | −944−35.9% | 減碼 |
| Private Portfolio Partners LLC | 1,688 | $56.4 萬 | 0.10% | +69+4.3% | 加碼 |
| Triad Wealth Partners, LLC | 1,689 | $56.5 萬 | 0.20% | +1,689 | 新進 |
| Global Endowment Management, LP | 1,691 | $56.5 萬 | 0.07% | −827−32.8% | 減碼 |
| Breed's Hill Capital LLC | 1,692 | $56.6 萬 | 0.30% | +652+62.7% | 加碼 |
| IFG Advisors, LLC | 1,700 | $56.8 萬 | 0.11% | +300+21.4% | 加碼 |
| New Century Financial Group, LLC | 1,710 | $56.9 萬 | 0.24% | −328−16.1% | 減碼 |
| H&H Retirement Design & Management INC | 1,838 | $56.9 萬 | 0.35% | −197−9.7% | 減碼 |
| Balanced Rock Investment Advisor | 1,707 | $57.1 萬 | 0.45% | −104−5.7% | 減碼 |
| one8zero8, LLC | 1,707 | $57.1 萬 | 0.12% | +1,707 | 新進 |
| Barnes Pettey Financial Advisors, LLC | 1,710 | $57.2 萬 | 0.44% | 00.0% | 不變 |
| Intrua Financial, LLC | 1,713 | $57.3 萬 | 0.09% | −265−13.4% | 減碼 |
| Elefante Mark B | 1,714 | $57.3 萬 | 0.52% | +1,714 | 新進 |
| Crescent Sterling, Ltd. | 1,719 | $57.5 萬 | 0.59% | +799+86.8% | 加碼 |
| Clarity Wealth Advisors, LLC | 1,720 | $57.5 萬 | 0.16% | −18−1.0% | 減碼 |
| Cornerstone Select Advisors, LLC | 1,721 | $57.5 萬 | 0.55% | +1,721 | 新進 |
| Bullock Wealth Management Group | 1,726 | $57.7 萬 | 0.34% | −1,314−43.2% | 減碼 |
| Gsa Capital Partners LLP | 1,728 | $57.8 萬 | 0.04% | +1,728 | 新進 |
| Oxford Financial Group Ltd | 1,732 | $57.9 萬 | 0.04% | −71−3.9% | 減碼 |
| IVC Wealth Advisors LLC | 1,733 | $57.9 萬 | 0.32% | −8−0.5% | 減碼 |
| Balboa Wealth Partners | 1,733 | $57.9 萬 | 0.13% | +410+31.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,735 | $58.0 萬 | 0.19% | −32−1.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,740 | $58.2 萬 | 0.09% | +848+95.1% | 加碼 |
| Sunpointe, LLC | 1,738 | $58.2 萬 | 0.29% | +43+2.5% | 加碼 |
| CoreCap Advisors, LLC | 1,740 | $58.2 萬 | 0.03% | +481+38.2% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,744 | $58.3 萬 | 0.24% | +13+0.8% | 加碼 |
| Natural Investments, LLC | 1,756 | $58.7 萬 | 0.16% | +1,756 | 新進 |
| Seven Mile Advisory | 1,762 | $58.9 萬 | 0.38% | +39+2.3% | 加碼 |
| JNBA Financial Advisors | 1,763 | $58.9 萬 | 0.06% | +201+12.9% | 加碼 |
| Aveo Capital Partners, LLC | 1,763 | $58.9 萬 | 0.06% | +118+7.2% | 加碼 |
| Richardson Financial Services Inc. | 1,758 | $59.0 萬 | 0.41% | +16+0.9% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,768 | $59.1 萬 | 0.28% | −254−12.6% | 減碼 |
| Howland Capital Management LLC | 1,768 | $59.2 萬 | 0.03% | +39+2.3% | 加碼 |
| M3 Advisory Group, LLC | 1,770 | $59.2 萬 | 0.42% | +169+10.6% | 加碼 |
| Wayfinding Financial, LLC | 1,771 | $59.2 萬 | 0.32% | +1,771 | 新進 |
| Lionshead Wealth Management, LLC | 1,773 | $59.3 萬 | 0.43% | +1,773 | 新進 |
| Pacific Sage Partners, LLC | 1,773 | $59.3 萬 | 0.14% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 1,776 | $59.4 萬 | 0.03% | +19+1.1% | 加碼 |
| Rainier Family Wealth Inc | 1,777 | $59.4 萬 | 0.72% | +1,777 | 新進 |
| Trilogy Capital Inc. | 1,780 | $59.5 萬 | 0.03% | +24+1.4% | 加碼 |
| Main Street Financial Solutions, LLC | 1,782 | $59.6 萬 | 0.06% | +527+42.0% | 加碼 |
| One Wealth Advisors, LLC | 1,786 | $59.7 萬 | 0.09% | +56+3.2% | 加碼 |
| Telos Capital Management, Inc. | 1,788 | $59.8 萬 | 0.06% | −123−6.4% | 減碼 |
| Good Life Advisors, LLC | 1,789 | $59.8 萬 | 0.04% | −427−19.3% | 減碼 |
| Floyd Financial Group LLC | 1,883 | $59.9 萬 | 0.49% | +1,883 | 新進 |
| Semus Wealth Partners LLC | 1,791 | $59.9 萬 | 0.40% | +51+2.9% | 加碼 |
| Machina Capital S.A.S. | 1,792 | $59.9 萬 | 0.25% | −1,842−50.7% | 減碼 |
| Centurion Wealth Management LLC | 1,793 | $59.9 萬 | 0.19% | +20+1.1% | 加碼 |
| WS Portfolio Advisory, LLC | 1,800 | $60.2 萬 | 2.45% | +1,800 | 新進 |
| Nutshell Asset Management Ltd | 1,800 | $60.2 萬 | 0.38% | +1,800 | 新進 |
| Tennessee Valley Asset Management Partners | 1,800 | $60.2 萬 | 0.10% | +2+0.1% | 加碼 |
| Infrastructure Capital Advisors, LLC | 1,801 | $60.2 萬 | 0.08% | +1,701+1,701.0% | 加碼 |
| Spartan Planning & Wealth Management | 1,803 | $60.3 萬 | 0.55% | +1,803 | 新進 |
| CVA Family Office, LLC | 1,804 | $60.3 萬 | 0.10% | +190+11.8% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,804 | $60.3 萬 | 0.16% | +1,804 | 新進 |
| Argonautica Private Wealth Management, Inc | 1,805 | $60.3 萬 | 0.19% | −5−0.3% | 減碼 |
| Aspire Capital Advisors LLC | 1,815 | $60.7 萬 | 0.17% | +66+3.8% | 加碼 |
| Waterway Wealth Management, LLC | 1,815 | $60.7 萬 | 0.27% | +1,815 | 新進 |
| ArrowMark Colorado Holdings LLC | 1,818 | $60.8 萬 | 0.01% | 00.0% | 不變 |
| Persium Advisors, LLC | 1,819 | $60.8 萬 | 0.60% | +1,819 | 新進 |