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 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 1,821 | $60.9 萬 | 0.10% | +923+102.8% | 加碼 |
| McDaniel Terry & Co | 1,823 | $61.0 萬 | 0.05% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 1,827 | $61.1 萬 | 0.09% | −89−4.6% | 減碼 |
| Revolve Wealth Partners, LLC | 1,827 | $61.1 萬 | 0.09% | +205+12.6% | 加碼 |
| Iams Wealth Management, LLC | 1,836 | $61.4 萬 | 0.28% | −6−0.3% | 減碼 |
| Essex LLC | 1,841 | $61.6 萬 | 0.13% | +27+1.5% | 加碼 |
| Arcataur Capital Management LLC | 1,845 | $61.7 萬 | 0.21% | −10−0.5% | 減碼 |
| Silver Coast Investments LLC | 1,846 | $61.7 萬 | 0.23% | −109−5.6% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,846 | $61.8 萬 | 0.17% | +83+4.7% | 加碼 |
| Wisconsin Wealth Advisors, LLC | 1,853 | $61.9 萬 | 0.91% | +1,853 | 新進 |
| Baxter Bros Inc | 1,855 | $62.0 萬 | 0.08% | +8+0.4% | 加碼 |
| MBL Wealth, LLC | 1,856 | $62.1 萬 | 0.06% | +625+50.8% | 加碼 |
| Aviance Capital Partners, LLC | 1,857 | $62.1 萬 | 0.09% | −4,940−72.7% | 減碼 |
| Jeppson Wealth Management, LLC | 1,859 | $62.2 萬 | 0.23% | −49−2.6% | 減碼 |
| Northern Financial Advisors Inc | 1,865 | $62.4 萬 | 0.50% | −58−3.0% | 減碼 |
| Wealthstar Advisors, LLC | 1,869 | $62.5 萬 | 0.27% | +1,869 | 新進 |
| Sage Private Wealth Group, LLC | 1,869 | $62.5 萬 | 0.47% | −57−3.0% | 減碼 |
| Brandywine Oak Private Wealth LLC | 1,878 | $62.8 萬 | 0.06% | +2+0.1% | 加碼 |
| Arvest Bank Trust Division | 1,880 | $62.9 萬 | 0.04% | +492+35.4% | 加碼 |
| Avalon Trust Co | 1,884 | $63.0 萬 | 0.04% | +28+1.5% | 加碼 |
| Peninsula Wealth, LLC | 1,886 | $63.1 萬 | 0.11% | +47+2.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 1,886 | $63.1 萬 | 0.03% | +321+20.5% | 加碼 |
| Uniting Wealth Partners, LLC | 1,887 | $63.1 萬 | 0.30% | +1,887 | 新進 |
| Ramiah Investment Group | 1,895 | $63.4 萬 | 0.58% | −205−9.8% | 減碼 |
| Beck Bode, LLC | 1,899 | $63.5 萬 | 0.12% | −899−32.1% | 減碼 |
| Wolverine Asset Management LLC | 1,901 | $63.6 萬 | 0.01% | +1,901 | 新進 |
| Magnetar Financial LLC | 1,903 | $63.6 萬 | 0.01% | +1,903 | 新進 |
| Hilltop National Bank | 1,908 | $63.8 萬 | 0.19% | −60−3.0% | 減碼 |
| Financial Life Planners | 1,906 | $63.8 萬 | 0.53% | +1,906 | 新進 |
| United Advisor Group, LLC | 1,911 | $63.9 萬 | 0.13% | +196+11.4% | 加碼 |
| Poehling Capital Management, LLC | 1,914 | $64.0 萬 | 0.16% | −955−33.3% | 減碼 |
| Battery Global Advisors, LLC | 1,914 | $64.1 萬 | 0.34% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 2,020 | $64.2 萬 | 0.64% | +134+7.1% | 加碼 |
| Howard Wealth Management, LLC | 1,922 | $64.3 萬 | 0.35% | +1,922 | 新進 |
| Citizens National Bank Trust Department | 1,924 | $64.3 萬 | 0.14% | +35+1.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,927 | $64.4 萬 | 0.37% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 1,932 | $64.6 萬 | 0.01% | +155+8.7% | 加碼 |
| Patron Partners Advisors, LLC | 1,939 | $64.8 萬 | 0.35% | +146+8.1% | 加碼 |
| Berry Wealth Group, LP | 1,942 | $64.9 萬 | 0.47% | +87+4.7% | 加碼 |
| Redwood Financial Network Corp | 1,946 | $65.1 萬 | 0.48% | −95−4.7% | 減碼 |
| Geller Advisors LLC | 1,947 | $65.2 萬 | 0.04% | +93+5.0% | 加碼 |
| New Republic Capital, LLC | 1,949 | $65.2 萬 | 0.43% | +265+15.7% | 加碼 |
| Winthrop Advisory Group LLC | 1,950 | $65.2 萬 | 0.08% | +51+2.7% | 加碼 |
| Meeder Asset Management Inc | 1,951 | $65.2 萬 | 0.05% | +1,285+192.9% | 加碼 |
| Everpar Advisors LLC | 1,957 | $65.4 萬 | 0.33% | +205+11.7% | 加碼 |
| Triumph Capital Management | 1,964 | $65.7 萬 | 0.22% | +1,964 | 新進 |
| Brady Martz Wealth Solutions, LLC | 2,034 | $65.8 萬 | 0.16% | +2,034 | 新進 |
| Waypoint Wealth Partners Inc. | 1,970 | $65.9 萬 | 0.18% | +100+5.3% | 加碼 |
| Florida Financial Advisors, LLC | 1,972 | $65.9 萬 | 0.29% | +1,030+109.3% | 加碼 |
| Kensington Investment Counsel, LLC | 1,972 | $65.9 萬 | 0.28% | −1,132−36.5% | 減碼 |
| Kane Investment Management, Inc. | 1,981 | $66.2 萬 | 0.37% | +1,981 | 新進 |
| Capital Performance Advisors LLP | 1,988 | $66.5 萬 | 0.21% | +25+1.3% | 加碼 |
| Prosperity Wealth Management, Inc. | 1,988 | $66.5 萬 | 0.27% | +1,988 | 新進 |
| Northwest Financial Advisors | 1,988 | $66.5 萬 | 0.55% | +2+0.1% | 加碼 |
| Altfest L J & Co Inc | 1,989 | $66.5 萬 | 0.08% | −85−4.1% | 減碼 |
| Roberts Glore & Co Inc | 1,994 | $66.7 萬 | 0.20% | −30−1.5% | 減碼 |
| Focused Wealth Management, Inc | 1,994 | $66.7 萬 | 0.09% | +28+1.4% | 加碼 |
| Ewa, LLC | 1,998 | $66.8 萬 | 0.25% | −3−0.1% | 減碼 |
| Grace & Mercy Foundation, Inc. | 2,000 | $66.9 萬 | 0.15% | 00.0% | 不變 |
| Alley Investment Management Company, LLC | 2,000 | $66.9 萬 | 0.08% | 00.0% | 不變 |
| Latko Wealth Management, Ltd. | 2,003 | $67.0 萬 | 0.40% | +3+0.2% | 加碼 |
| Gabelli Funds LLC | 2,005 | $67.0 萬 | 0.01% | −350−14.9% | 減碼 |
| D'Orazio & Associates, Inc. | 2,013 | $67.3 萬 | 0.10% | +44+2.2% | 加碼 |
| FFT Wealth Management LLC | 2,018 | $67.5 萬 | 0.05% | +143+7.6% | 加碼 |
| Tyche Wealth Partners LLC | 2,019 | $67.5 萬 | 0.14% | −10−0.5% | 減碼 |
| TFB Advisors LLC | 2,024 | $67.7 萬 | 0.19% | +38+1.9% | 加碼 |
| Riversedge Advisors, LLC | 2,024 | $67.7 萬 | 0.15% | +104+5.4% | 加碼 |
| Carson Advisory Inc. | 2,026 | $67.7 萬 | 0.47% | +70+3.6% | 加碼 |
| Vista Cima Wealth Management LLC | 2,027 | $67.8 萬 | 0.70% | +2,027 | 新進 |
| Modern Wealth Management, LLC | 2,036 | $68.1 萬 | 0.03% | +687+50.9% | 加碼 |
| Capital Advantage, Inc. | 2,038 | $68.1 萬 | 0.12% | +2,038 | 新進 |
| LVW Advisors, LLC | 2,044 | $68.3 萬 | 0.08% | +198+10.7% | 加碼 |
| Oak Ridge Investments LLC | 2,044 | $68.3 萬 | 0.05% | +2,044 | 新進 |
| Independent Solutions Wealth Management, LLC | 2,050 | $68.5 萬 | 0.15% | −90−4.2% | 減碼 |
| McHugh Group, LLC | 2,050 | $68.5 萬 | 0.51% | +2,050 | 新進 |
| Fi3 FINANCIAL ADVISORS, LLC | 2,048 | $68.6 萬 | 0.26% | +102+5.2% | 加碼 |
| Blackhawk Capital Partners LLC. | 2,052 | $68.6 萬 | 0.36% | −341−14.2% | 減碼 |
| Pines Wealth Management, LLC | 2,162 | $68.7 萬 | 0.30% | +2,162 | 新進 |
| Boston Trust Walden Corp | 2,056 | $68.7 萬 | 0.00% | +17+0.8% | 加碼 |
| Addison Advisors LLC | 2,058 | $68.8 萬 | 0.19% | +6+0.3% | 加碼 |
| FF Advisors,LLC | 1,947 | $69.0 萬 | 0.47% | −8−0.4% | 減碼 |
| Seeds Investor LLC | 2,065 | $69.0 萬 | 0.20% | +351+20.5% | 加碼 |
| Saiph Capital, LLC | 2,068 | $69.1 萬 | 0.31% | +217+11.7% | 加碼 |
| Synergy Financial Group, LTD | 2,068 | $69.2 萬 | 0.58% | −9−0.4% | 減碼 |
| SFM, LLC | 2,070 | $69.2 萬 | 0.49% | +28+1.4% | 加碼 |
| Impact Capital Partners LLC | 2,075 | $69.4 萬 | 0.25% | +2,075 | 新進 |
| 626 Financial, LLC | 2,085 | $69.7 萬 | 0.38% | 00.0% | 不變 |
| Leuthold Group, LLC | 2,087 | $69.8 萬 | 0.08% | +2,087 | 新進 |
| Eagle Strategies LLC | 2,089 | $69.8 萬 | 0.12% | +3+0.1% | 加碼 |
| Covenant Partners, LLC | 2,093 | $70.0 萬 | 0.22% | −165−7.3% | 減碼 |
| Headinvest, LLC | 2,096 | $70.1 萬 | 0.13% | −98−4.5% | 減碼 |
| Tandem Capital Management Corp | 2,099 | $70.2 萬 | 0.38% | +2,099 | 新進 |
| Beacon Financial Advisory LLC | 2,101 | $70.3 萬 | 0.23% | −71−3.3% | 減碼 |
| ORG Wealth Partners, LLC | 2,104 | $70.3 萬 | 0.22% | −7−0.3% | 減碼 |
| Axq Capital, LP | 2,111 | $70.6 萬 | 0.32% | +1,213+135.1% | 加碼 |
| ASB Consultores, LLC | 2,116 | $70.7 萬 | 0.29% | +296+16.3% | 加碼 |
| Fort Point Capital Partners LLC | 2,119 | $70.8 萬 | 0.08% | −39−1.8% | 減碼 |
| Accel Wealth Management | 2,123 | $71.0 萬 | 0.27% | −161−7.0% | 減碼 |
| Western Pacific Wealth Management, LP | 2,128 | $71.1 萬 | 0.57% | +12+0.6% | 加碼 |
| Walkner Condon Financial Advisors LLC | 2,133 | $71.3 萬 | 0.14% | +40+1.9% | 加碼 |