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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 2,536 | $84.8 萬 | 0.24% | +154+6.5% | 加碼 |
| Drive Wealth Management, LLC | 2,537 | $84.9 萬 | 0.21% | +104+4.3% | 加碼 |
| Duncan Williams Asset Management, LLC | 2,547 | $85.2 萬 | 0.34% | +253+11.0% | 加碼 |
| Hill Island Financial LLC | 2,549 | $85.2 萬 | 0.25% | 00.0% | 不變 |
| Vista Investment Management | 2,549 | $85.2 萬 | 0.32% | +62+2.5% | 加碼 |
| Kapstone Financial Advisors LLC | 2,408 | $85.2 萬 | 0.45% | −124−4.9% | 減碼 |
| Runnymede Capital Advisors, Inc. | 2,556 | $85.5 萬 | 0.75% | +2,556 | 新進 |
| Avitas Wealth Management LLC | 2,572 | $86.0 萬 | 0.12% | −79−3.0% | 減碼 |
| Key Financial Inc | 2,572 | $86.0 萬 | 0.20% | +15+0.6% | 加碼 |
| Fountainhead AM, LLC | 2,574 | $86.1 萬 | 0.16% | +60+2.4% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,574 | $86.1 萬 | 0.18% | +184+7.7% | 加碼 |
| Prentice Wealth Management LLC | 2,585 | $86.4 萬 | 0.25% | +79+3.2% | 加碼 |
| Eqis Capital Management, Inc. | 2,592 | $86.7 萬 | 0.07% | +526+25.5% | 加碼 |
| RFG Holdings, Inc. | 2,592 | $86.8 萬 | 0.29% | +254+10.9% | 加碼 |
| Alpha Wealth Funds, LLC | 2,600 | $86.9 萬 | 0.91% | +2,600 | 新進 |
| Fortitude Family Office, LLC | 2,603 | $87.0 萬 | 0.31% | +55+2.2% | 加碼 |
| PFG Advisors | 2,604 | $87.1 萬 | 0.05% | +273+11.7% | 加碼 |
| Voloridge Investment Management, LLC | 2,608 | $87.2 萬 | 0.00% | +2,608 | 新進 |
| BIP Wealth, LLC | 2,611 | $87.3 萬 | 0.06% | −2−0.1% | 減碼 |
| Evermay Wealth Management LLC | 2,611 | $87.4 萬 | 0.13% | −102−3.8% | 減碼 |
| Financial Advisory Service, Inc. | 2,617 | $87.5 萬 | 0.07% | −32−1.2% | 減碼 |
| Crown Wealth Group, LLC | 2,621 | $87.6 萬 | 0.36% | −2,953−53.0% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,622 | $87.7 萬 | 0.32% | −3,126−54.4% | 減碼 |
| Three Seasons Wealth, LLC | 2,621 | $87.7 萬 | 0.43% | −257−8.9% | 減碼 |
| Grove Bank & Trust | 2,628 | $87.9 萬 | 0.12% | −265−9.2% | 減碼 |
| Onefund, LLC | 2,630 | $87.9 萬 | 0.84% | +84+3.3% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,631 | $88.1 萬 | 0.09% | +234+9.8% | 加碼 |
| Holderness Investments Co | 2,644 | $88.4 萬 | 0.19% | +258+10.8% | 加碼 |
| LeClair Wealth Partners LLC | 2,650 | $88.6 萬 | 0.59% | +2,650 | 新進 |
| Two Sigma Securities, LLC | 2,655 | $88.8 萬 | 0.16% | −64−2.4% | 減碼 |
| Cyr Financial Inc. | 2,662 | $89.0 萬 | 0.81% | −394−12.9% | 減碼 |
| NWF Advisory Services Inc. | 2,684 | $89.9 萬 | 0.13% | +2,684 | 新進 |
| My Legacy Advisors, LLC | 2,802 | $90.0 萬 | 0.35% | +60+2.2% | 加碼 |
| Chemung Canal Trust Co | 2,695 | $90.1 萬 | 0.19% | −227−7.8% | 減碼 |
| Trueblood Wealth Management, LLC | 2,695 | $90.1 萬 | 0.44% | +319+13.4% | 加碼 |
| Aviso Wealth Management | 2,698 | $90.2 萬 | 0.46% | +73+2.8% | 加碼 |
| EHP Funds Inc. | 2,700 | $90.3 萬 | 0.93% | +2,700 | 新進 |
| BKD Wealth Advisors, LLC | 2,700 | $90.3 萬 | 0.02% | +15+0.6% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 2,702 | $90.3 萬 | 0.38% | +1,320+95.5% | 加碼 |
| Cornerstone Wealth Group, LLC | 2,725 | $91.1 萬 | 0.07% | +441+19.3% | 加碼 |
| Fayez Sarofim & Co | 2,746 | $91.8 萬 | 0.00% | +100+3.8% | 加碼 |
| Scientech Research LLC | 2,748 | $91.9 萬 | 0.26% | +2,748 | 新進 |
| Heartland Bank & Trust Co | 2,754 | $92.1 萬 | 0.50% | +740+36.7% | 加碼 |
| High Note Wealth, LLC | 2,754 | $92.1 萬 | 0.24% | +51+1.9% | 加碼 |
| Nichols & Pratt Advisers LLP | 2,755 | $92.1 萬 | 0.06% | −50−1.8% | 減碼 |
| Proficio Capital Partners LLC | 2,791 | $93.3 萬 | 0.08% | +1,153+70.4% | 加碼 |
| Angeles Investment Advisors, LLC | 2,790 | $93.3 萬 | 0.04% | +17+0.6% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 2,794 | $93.4 萬 | 0.79% | +2,794 | 新進 |
| Abbot Financial Management, Inc. | 2,798 | $93.5 萬 | 0.47% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 2,800 | $93.6 萬 | 0.12% | −225−7.4% | 減碼 |
| Nvest Financial, LLC | 2,806 | $93.8 萬 | 0.48% | +31+1.1% | 加碼 |
| West Family Investments, Inc. | 2,816 | $94.1 萬 | 0.33% | −44−1.5% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 2,816 | $94.1 萬 | 0.16% | +545+24.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 2,828 | $94.5 萬 | 0.28% | +84+3.1% | 加碼 |
| Retireful, LLC | 2,829 | $94.6 萬 | 0.53% | −244−7.9% | 減碼 |
| Greystone Financial Group, LLC | 2,831 | $94.7 萬 | 0.16% | −55−1.9% | 減碼 |
| S&CO Inc | 2,839 | $94.9 萬 | 0.06% | 00.0% | 不變 |
| Sovran Advisors, LLC | 2,946 | $95.3 萬 | 0.14% | +2,946 | 新進 |
| AGH Wealth Advisors, LLC | 2,853 | $95.4 萬 | 0.88% | +2,853 | 新進 |
| Klingman & Associates, LLC | 2,855 | $95.5 萬 | 0.06% | +77+2.8% | 加碼 |
| Eads & Heald Wealth Management | 2,861 | $95.7 萬 | 0.47% | +20+0.7% | 加碼 |
| Mattson Financial Services, LLC | 3,498 | $95.7 萬 | 0.31% | +3,490+43,625.0% | 加碼 |
| Davis R M Inc | 2,865 | $95.8 萬 | 0.02% | −36−1.2% | 減碼 |
| Parkside Financial Bank & Trust | 2,865 | $95.8 萬 | 0.13% | −165−5.4% | 減碼 |
| ARS Wealth Advisors Group, LLC | 2,868 | $95.9 萬 | 0.13% | +16+0.6% | 加碼 |
| WealthCollab, LLC | 2,868 | $95.9 萬 | 0.61% | +2,237+354.5% | 加碼 |
| Sunflower Bank, N.A. | 2,871 | $96.0 萬 | 0.27% | +96+3.5% | 加碼 |
| Ecofi Investissements SA | 3,100 | $96.0 萬 | 0.59% | −700−18.4% | 減碼 |
| Talon Private Wealth, LLC | 2,873 | $96.1 萬 | 0.20% | +1,484+106.8% | 加碼 |
| Cascade Investment Group, Inc. | 2,875 | $96.1 萬 | 0.69% | +65+2.3% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,875 | $96.1 萬 | 0.79% | +100+3.6% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 2,886 | $96.5 萬 | 1.10% | +1,455+101.7% | 加碼 |
| Midland Wealth Advisors LLC | 2,887 | $96.5 萬 | 0.06% | −118−3.9% | 減碼 |
| Capula Management Ltd | 2,893 | $96.7 萬 | 0.01% | +2,803+3,114.4% | 加碼 |
| Riverbend Wealth Management, LLC | 2,892 | $96.9 萬 | 0.86% | +2,892 | 新進 |
| Pointe Capital Management LLC | 2,910 | $97.3 萬 | 0.56% | +24+0.8% | 加碼 |
| Kennebec Savings Bank | 3,062 | $97.7 萬 | 0.98% | −99−3.1% | 減碼 |
| Bienville Capital Management, LLC | 2,924 | $97.9 萬 | 0.24% | 00.0% | 不變 |
| First Affirmative Financial Network | 2,933 | $98.0 萬 | 0.57% | +134+4.8% | 加碼 |
| Alpha Family Trust | 2,935 | $98.1 萬 | 0.55% | 00.0% | 不變 |
| Knuff & Co LLC | 2,940 | $98.3 萬 | 0.30% | 00.0% | 不變 |
| Fairvoy Private Wealth, LLC | 2,943 | $98.4 萬 | 0.26% | +2,943 | 新進 |
| Austin Private Wealth, LLC | 2,947 | $98.5 萬 | 0.09% | +271+10.1% | 加碼 |
| Carret Asset Management, LLC | 2,951 | $98.7 萬 | 0.11% | −60−2.0% | 減碼 |
| Vista Wealth Management Group, LLC | 2,974 | $99.4 萬 | 0.06% | +83+2.9% | 加碼 |
| Warm Springs Advisors Inc. | 2,975 | $99.5 萬 | 0.92% | +2,975 | 新進 |
| Smithfield Trust Co | 2,974 | $99.5 萬 | 0.05% | +8+0.3% | 加碼 |
| Aspire Growth Partners LLC | 2,997 | $100.2 萬 | 0.98% | +2,997 | 新進 |
| Concentrum Wealth Management | 3,003 | $100.4 萬 | 0.35% | +3,003 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,015 | $100.7 萬 | 0.45% | −50−1.6% | 減碼 |
| First National Bank | 3,027 | $101.2 萬 | 0.69% | −97−3.1% | 減碼 |
| Corvex Management LP | 3,032 | $101.4 萬 | 0.04% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 3,035 | $101.5 萬 | 0.08% | +266+9.6% | 加碼 |
| United Community Bank | 3,040 | $101.6 萬 | 0.40% | +165+5.7% | 加碼 |
| Wealth Advisors of Iowa, LLC | 3,052 | $102.0 萬 | 0.51% | +24+0.8% | 加碼 |
| Blodgett Wealth Advisors, LLC | 3,052 | $102.1 萬 | 0.80% | +425+16.2% | 加碼 |
| Belpointe Asset Management LLC | 4,041 | $102.3 萬 | 0.06% | +15+0.4% | 加碼 |
| Tranquility Partners, LLC | 3,063 | $102.4 萬 | 0.39% | +89+3.0% | 加碼 |
| Watershed Private Wealth LLC | 3,064 | $102.4 萬 | 0.40% | −397−11.5% | 減碼 |
| OneAscent Financial Services LLC | 3,073 | $102.7 萬 | 0.09% | +1,614+110.6% | 加碼 |