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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 3,786 | $126.6 萬 | 0.32% | +23+0.6% | 加碼 |
| Csenge Advisory Group | 3,799 | $127.0 萬 | 0.07% | −670−15.0% | 減碼 |
| IronOak Wealth LLC. | 3,797 | $127.1 萬 | 1.42% | +3,797 | 新進 |
| Anchor Investment Management, LLC | 3,804 | $127.2 萬 | 0.12% | −486−11.3% | 減碼 |
| Cape Investment Advisory, Inc. | 3,815 | $127.5 萬 | 0.50% | −8−0.2% | 減碼 |
| Shum Financial Group, Inc. | 3,815 | $127.6 萬 | 1.10% | −78−2.0% | 減碼 |
| Gen-Wealth Partners Inc | 3,826 | $127.9 萬 | 0.55% | −114−2.9% | 減碼 |
| Angeles Wealth Management, LLC | 3,838 | $128.3 萬 | 0.11% | +109+2.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,841 | $128.4 萬 | 0.09% | −437−10.2% | 減碼 |
| Continuum Advisory, LLC | 3,871 | $129.4 萬 | 0.17% | +196+5.3% | 加碼 |
| Sunbelt Securities, Inc. | 3,861 | $129.6 萬 | 0.11% | −701−15.4% | 減碼 |
| Romano Brothers and Company | 3,878 | $129.7 萬 | 0.16% | −13−0.3% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,878 | $129.7 萬 | 0.33% | −35−0.9% | 減碼 |
| Bradyco, Inc. | 3,894 | $130.2 萬 | 0.80% | +3,894 | 新進 |
| Monetta Financial Services Inc | 3,900 | $130.4 萬 | 1.05% | 00.0% | 不變 |
| BFSG, LLC | 3,902 | $130.5 萬 | 0.15% | −152−3.7% | 減碼 |
| Essential Planning, LLC. | 4,106 | $130.6 萬 | 0.01% | +4,106 | 新進 |
| Mirador Capital Partners LP | 3,911 | $130.8 萬 | 0.24% | +481+14.0% | 加碼 |
| Virtus ETF Advisers LLC | 3,913 | $130.8 萬 | 0.53% | +3,913 | 新進 |
| Fukoku Mutual Life Insurance Co | 3,916 | $130.9 萬 | 0.09% | −1,500−27.7% | 減碼 |
| Milestone Asset Management, LLC | 3,921 | $131.1 萬 | 0.29% | +708+22.0% | 加碼 |
| Blueprint Investment Partners LLC | 3,926 | $131.3 萬 | 0.21% | +1,026+35.4% | 加碼 |
| Kidder Stephen W | 3,928 | $131.3 萬 | 0.40% | +3,928 | 新進 |
| BluePath Capital Management, LLC | 4,120 | $131.5 萬 | 0.72% | +474+13.0% | 加碼 |
| Valmark Advisers, Inc. | 3,936 | $131.6 萬 | 0.02% | +902+29.7% | 加碼 |
| AlphaCore Capital LLC | 3,938 | $131.8 萬 | 0.28% | −2,459−38.4% | 減碼 |
| Aprio Wealth Management, LLC | 3,945 | $131.9 萬 | 0.19% | +1,038+35.7% | 加碼 |
| Palumbo Wealth Management LLC | 3,945 | $131.9 萬 | 0.49% | +266+7.2% | 加碼 |
| Magnolia Capital Advisors LLC | 3,955 | $132.2 萬 | 0.34% | +1,549+64.4% | 加碼 |
| Amica Retiree Medical Trust | 3,957 | $132.3 萬 | 1.25% | −346−8.0% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 3,958 | $132.3 萬 | 0.74% | +3,958 | 新進 |
| Drucker Wealth 3.0, LLC | 3,961 | $132.4 萬 | 0.31% | +205+5.5% | 加碼 |
| Fire Capital Management LLC | 3,966 | $132.6 萬 | 0.99% | +3,966 | 新進 |
| Waterloo Capital, L.P. | 3,971 | $132.8 萬 | 0.14% | +2,009+102.4% | 加碼 |
| Gemmer Asset Management LLC | 3,978 | $133.0 萬 | 0.13% | +2,554+179.4% | 加碼 |
| Community Bank & Trust, Waco, Texas | 3,981 | $133.1 萬 | 0.31% | +10.0% | 加碼 |
| Salem Investment Counselors Inc | 3,989 | $133.4 萬 | 0.04% | −100−2.4% | 減碼 |
| Bridges Investment Management Inc | 3,992 | $133.5 萬 | 0.02% | −52−1.3% | 減碼 |
| Ted Buchan & Co | 3,996 | $133.6 萬 | 0.63% | +153+4.0% | 加碼 |
| Elwood Capital Partners LP | 4,000 | $133.7 萬 | 1.89% | +4,000 | 新進 |
| BSW Wealth Partners | 4,001 | $133.7 萬 | 0.20% | +321+8.7% | 加碼 |
| Wincap Financial LLC | 4,002 | $133.8 萬 | 1.36% | +4,002 | 新進 |
| Carnegie Lake Advisors LLC | 4,020 | $134.4 萬 | 0.54% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 4,027 | $134.6 萬 | 0.03% | −526−11.6% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 4,035 | $134.9 萬 | 0.52% | +3,907+3,052.3% | 加碼 |
| Unified Investment Management | 4,049 | $135.4 萬 | 1.54% | +4,049 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $135.4 萬 | 0.79% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 4,066 | $135.6 萬 | 0.49% | −314−7.2% | 減碼 |
| Sargent Investment Group, LLC | 4,253 | $135.7 萬 | 0.22% | −766−15.3% | 減碼 |
| LCM Capital Management Inc | 4,062 | $135.8 萬 | 0.77% | +116+2.9% | 加碼 |
| Byrne Asset Management LLC | 4,069 | $136.0 萬 | 0.97% | −90−2.2% | 減碼 |
| Minot DeBlois Advisors LLC | 4,120 | $137.8 萬 | 1.26% | +4,120 | 新進 |
| Crux Wealth Advisors | 4,121 | $137.8 萬 | 0.77% | +4,121 | 新進 |
| Perennial Investment Advisors, LLC | 4,129 | $138.1 萬 | 0.16% | +482+13.2% | 加碼 |
| Accurate Wealth Management, LLC | 4,340 | $138.1 萬 | 0.27% | +1,217+39.0% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,139 | $138.6 萬 | 0.17% | −57−1.4% | 減碼 |
| Prostatis Group LLC | 4,145 | $138.6 萬 | 0.40% | −20−0.5% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 4,155 | $138.9 萬 | 0.62% | −565−12.0% | 減碼 |
| Michael B. Yongue | 4,161 | $139.1 萬 | 1.10% | −57−1.4% | 減碼 |
| Aldebaran Financial Inc. | 4,145 | $139.2 萬 | 1.63% | −590−12.5% | 減碼 |
| Strategic Investment Advisors | 4,170 | $139.4 萬 | 0.15% | −508−10.9% | 減碼 |
| Putney Financial Group LLC | 4,171 | $139.4 萬 | 1.24% | +4,171 | 新進 |
| Souders Financial Advisors | 4,181 | $139.8 萬 | 0.20% | −205−4.7% | 減碼 |
| Diligent Investors, LLC | 4,182 | $139.8 萬 | 0.32% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 4,191 | $140.1 萬 | 0.68% | −173−4.0% | 減碼 |
| Seven Springs Wealth Group, LLC | 4,196 | $140.3 萬 | 0.52% | +54+1.3% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,201 | $140.5 萬 | 0.55% | +208+5.2% | 加碼 |
| West Branch Capital LLC | 4,223 | $141.2 萬 | 0.45% | +1,576+59.5% | 加碼 |
| Simon Quick Advisors, LLC | 4,226 | $141.3 萬 | 0.08% | +903+27.2% | 加碼 |
| Terry L. Blaker | 4,227 | $141.3 萬 | 0.05% | +4+0.1% | 加碼 |
| Founders Financial Securities LLC | 4,249 | $142.1 萬 | 0.13% | +601+16.5% | 加碼 |
| Dudley Capital Management, LLC | 4,263 | $142.5 萬 | 0.73% | −11−0.3% | 減碼 |
| Montecito Bank & Trust | 4,270 | $142.8 萬 | 0.25% | +477+12.6% | 加碼 |
| Trillium Asset Management, LLC | 4,274 | $142.9 萬 | 0.04% | −66−1.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,281 | $143.1 萬 | 0.19% | +98+2.3% | 加碼 |
| Barlow Wealth Partners, Inc. | 4,458 | $143.2 萬 | 0.18% | +4,458 | 新進 |
| Fairscale Capital, LLC | 4,317 | $144.3 萬 | 1.24% | −64−1.5% | 減碼 |
| Jmac Enterprises LLC | 4,322 | $144.5 萬 | 0.23% | −3−0.1% | 減碼 |
| Brucke Financial, Inc. | 4,242 | $144.9 萬 | 1.25% | +4,242 | 新進 |
| Orrstown Financial Services Inc | 4,344 | $145.2 萬 | 0.39% | +150+3.6% | 加碼 |
| Carr Financial Group Corp | 4,347 | $145.3 萬 | 0.46% | −475−9.9% | 減碼 |
| Marietta Investment Partners LLC | 4,355 | $145.6 萬 | 0.32% | +257+6.3% | 加碼 |
| Birinyi Associates Inc | 4,358 | $145.7 萬 | 0.40% | 00.0% | 不變 |
| Bank Ozk | 4,375 | $146.3 萬 | 0.61% | −191−4.2% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 4,378 | $146.4 萬 | 0.76% | +4,378 | 新進 |
| Jaffetilchin Investment Partners, LLC | 4,389 | $146.7 萬 | 0.11% | +261+6.3% | 加碼 |
| Allred Capital Management, LLC | 4,394 | $146.9 萬 | 0.57% | +177+4.2% | 加碼 |
| Bank of Hawaii | 4,397 | $147.0 萬 | 0.08% | +218+5.2% | 加碼 |
| Copperleaf Capital, LLC | 4,401 | $147.1 萬 | 0.93% | +2,460+126.7% | 加碼 |
| Laidlaw Wealth Management LLC | 4,403 | $147.2 萬 | 0.64% | +2,101+91.3% | 加碼 |
| Abc Arbitrage SA | 4,414 | $147.6 萬 | 0.21% | +4,414 | 新進 |
| Meridian Financial Partners LLC | 4,414 | $147.6 萬 | 0.78% | +19+0.4% | 加碼 |
| Edgestream Partners, L.P. | 4,415 | $147.6 萬 | 0.06% | +4,415 | 新進 |
| Carmel Capital Partners, LLC | 4,435 | $148.3 萬 | 0.60% | +294+7.1% | 加碼 |
| Nabity-Jensen Investment Management Inc | 4,440 | $148.4 萬 | 1.12% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 4,441 | $148.5 萬 | 0.80% | +4,441 | 新進 |
| First Citizens Bank & Trust Co | 4,473 | $149.5 萬 | 0.03% | +1,712+62.0% | 加碼 |
| Stamos Capital Partners, L.P. | 4,490 | $150.1 萬 | 0.35% | −5,870−56.7% | 減碼 |
| Nebula Research & Development LLC | 4,499 | $150.4 萬 | 0.18% | +4,499 | 新進 |
| Bridgeway Capital Management, LLC | 4,500 | $150.4 萬 | 0.03% | −8,400−65.1% | 減碼 |