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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 4,505 | $150.6 萬 | 0.20% | −276−5.8% | 減碼 |
| Embree Financial Group | 4,508 | $150.7 萬 | 0.26% | +30+0.7% | 加碼 |
| Sig Brokerage, LP | 4,508 | $150.7 萬 | 0.71% | +4,508 | 新進 |
| Wealth Alliance Advisory Group, LLC | 4,524 | $151.3 萬 | 0.32% | +1,059+30.6% | 加碼 |
| First United Bank Trust | 4,539 | $151.8 萬 | 0.55% | +75+1.7% | 加碼 |
| Texas Yale Capital Corp. | 4,551 | $152.2 萬 | 0.06% | +79+1.8% | 加碼 |
| MONECO Advisors, LLC | 4,563 | $152.6 萬 | 0.16% | −55−1.2% | 減碼 |
| North Star Investment Management Corp. | 4,566 | $152.7 萬 | 0.11% | −907−16.6% | 減碼 |
| Essex Savings Bank | 4,575 | $153.0 萬 | 0.38% | +24+0.5% | 加碼 |
| Personal Cfo Solutions, LLC | 4,586 | $153.3 萬 | 0.30% | +292+6.8% | 加碼 |
| Johnson Financial Group, Inc. | 4,490 | $153.4 萬 | 0.07% | −545−10.8% | 減碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 4,592 | $153.5 萬 | 0.56% | +4,592 | 新進 |
| Prelude Capital Management, LLC | 4,606 | $154.0 萬 | 0.13% | +4,606 | 新進 |
| Quantum Private Wealth, LLC | 4,617 | $154.4 萬 | 0.49% | −48−1.0% | 減碼 |
| Sage Mountain Advisors LLC | 4,624 | $154.6 萬 | 0.11% | +829+21.8% | 加碼 |
| Cornercap Investment Counsel Inc | 4,626 | $154.7 萬 | 0.50% | −181−3.8% | 減碼 |
| Portside Wealth Group, LLC | 4,626 | $154.7 萬 | 0.26% | +425+10.1% | 加碼 |
| Emprise Bank | 4,628 | $154.7 萬 | 0.87% | −187−3.9% | 減碼 |
| Country Club Bank | 4,615 | $154.9 萬 | 0.10% | −163−3.4% | 減碼 |
| HM Payson & Co | 4,638 | $155.1 萬 | 0.03% | +526+12.8% | 加碼 |
| Gallagher Capital Advisors, LLC | 4,647 | $155.4 萬 | 1.13% | +4,647 | 新進 |
| Raelipskie Partnership | 4,659 | $155.8 萬 | 0.77% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 4,664 | $155.9 萬 | 0.12% | +2,836+155.1% | 加碼 |
| Bordeaux Wealth Advisors LLC | 4,664 | $155.9 萬 | 0.25% | +261+5.9% | 加碼 |
| Carmignac Gestion | 4,685 | $156.6 萬 | 0.02% | −7,527−61.6% | 減碼 |
| RDA Financial Network | 4,688 | $156.7 萬 | 0.46% | +4,688 | 新進 |
| Arjuna Capital | 4,696 | $157.0 萬 | 0.42% | +4,696 | 新進 |
| CNB Bank | 4,701 | $157.2 萬 | 0.73% | +301+6.8% | 加碼 |
| PDS Planning, Inc | 4,711 | $157.5 萬 | 0.14% | +215+4.8% | 加碼 |
| Argus Investors' Counsel, Inc. | 4,712 | $157.5 萬 | 1.05% | −52−1.1% | 減碼 |
| VELA Investment Management, LLC | 4,728 | $158.1 萬 | 0.54% | −1,377−22.6% | 減碼 |
| Fjell Capital, LLC | 4,732 | $158.2 萬 | 1.63% | +4,732 | 新進 |
| Valley Brook Capital Group | 4,734 | $158.3 萬 | 1.18% | −45−0.9% | 減碼 |
| Wolf Group Capital Advisors | 7,523 | $158.9 萬 | 0.78% | 00.0% | 不變 |
| Argent Advisors, Inc. | 4,774 | $159.6 萬 | 0.59% | −17−0.4% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 4,789 | $160.1 萬 | 0.68% | −68−1.4% | 減碼 |
| Chapman Financial Group, LLC | 4,794 | $160.3 萬 | 1.29% | +4,794 | 新進 |
| Westside Investment Management, Inc. | 4,797 | $160.4 萬 | 0.34% | +5+0.1% | 加碼 |
| Savvy Advisors, Inc. | 4,797 | $160.4 萬 | 0.19% | +1,614+50.7% | 加碼 |
| Options Solutions, LLC | 4,800 | $160.5 萬 | 0.72% | −301−5.9% | 減碼 |
| GAM Holding AG | 4,802 | $160.5 萬 | 0.12% | +4,802 | 新進 |
| Dearborn Partners LLC | 4,803 | $160.6 萬 | 0.07% | −50−1.0% | 減碼 |
| HBK Sorce Advisory LLC | 4,812 | $160.9 萬 | 0.05% | +65+1.4% | 加碼 |
| Orion Capital Management LLC | 4,813 | $160.9 萬 | 0.71% | −81−1.7% | 減碼 |
| bLong Financial, LLC | 4,824 | $161.3 萬 | 1.33% | +4,824 | 新進 |
| Quotient Wealth Partners, LLC | 4,825 | $161.3 萬 | 0.05% | +217+4.7% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,846 | $162.0 萬 | 0.40% | −449−8.5% | 減碼 |
| Navellier & Associates Inc | 4,848 | $162.1 萬 | 0.19% | +18+0.4% | 加碼 |
| Hillsdale Investment Management Inc. | 4,849 | $162.1 萬 | 0.08% | −310−6.0% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,862 | $162.6 萬 | 0.54% | −145−2.9% | 減碼 |
| Fiduciary Financial Group, LLC | 5,116 | $162.6 萬 | 0.36% | +492+10.6% | 加碼 |
| First County Bank | 4,867 | $162.7 萬 | 0.91% | −1,159−19.2% | 減碼 |
| Sym Financial Corp | 4,881 | $163.2 萬 | 0.21% | +3,550+266.7% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,901 | $163.9 萬 | 0.30% | +403+9.0% | 加碼 |
| Legacy Private Trust Co. | 4,913 | $164.3 萬 | 0.11% | −472−8.8% | 減碼 |
| BOK Financial Private Wealth, Inc. | 4,921 | $164.7 萬 | 0.12% | −527−9.7% | 減碼 |
| Hohimer Wealth Management, LLC | 4,966 | $166.0 萬 | 0.31% | +425+9.4% | 加碼 |
| Syon Capital LLC | 4,968 | $166.1 萬 | 0.15% | −257−4.9% | 減碼 |
| Kirtland Hills Capital Management, LLC | 4,993 | $166.9 萬 | 1.07% | +710+16.6% | 加碼 |
| Belmont Capital, LLC | 5,000 | $167.2 萬 | 0.27% | −1,570−23.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 5,006 | $167.4 萬 | 0.10% | 00.0% | 不變 |
| Ayrshire Capital Management LLC | 5,014 | $167.6 萬 | 0.82% | +59+1.2% | 加碼 |
| Cypress Capital Group | 5,016 | $167.7 萬 | 0.21% | −1,807−26.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,038 | $168.4 萬 | 0.22% | −1,011−16.7% | 減碼 |
| Polymer Capital Management (HK) LTD | 5,050 | $168.8 萬 | 0.30% | +5,050 | 新進 |
| Etesian Wealth Advisors, Inc. | 5,055 | $169.0 萬 | 0.75% | −242−4.6% | 減碼 |
| Chemistry Wealth Management LLC | 5,055 | $169.0 萬 | 0.40% | +103+2.1% | 加碼 |
| Alta Wealth Advisors LLC | 5,061 | $169.2 萬 | 0.74% | +5+0.1% | 加碼 |
| WBI Investments | 5,069 | $169.5 萬 | 0.42% | +1,791+54.6% | 加碼 |
| Icapital Wealth LLC | 5,070 | $169.5 萬 | 0.97% | +272+5.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 5,091 | $170.2 萬 | 0.23% | −1,172−18.7% | 減碼 |
| Ironwood Investment Management LLC | 5,109 | $170.8 萬 | 0.85% | −10−0.2% | 減碼 |
| Viawealth, LLC | 5,111 | $170.9 萬 | 1.03% | +405+8.6% | 加碼 |
| Pictet Bank & Trust Ltd | 5,112 | $170.9 萬 | 1.71% | +240+4.9% | 加碼 |
| Granite Investment Partners, LLC | 5,122 | $171.2 萬 | 0.07% | +70+1.4% | 加碼 |
| SRS Capital Advisors, Inc. | 5,123 | $171.3 萬 | 0.11% | +4,149+426.0% | 加碼 |
| Ballast, Inc. | 5,132 | $171.6 萬 | 0.49% | −234−4.4% | 減碼 |
| Castle Rock Wealth Management, LLC | 5,265 | $171.9 萬 | 0.41% | +2,807+114.2% | 加碼 |
| Cunning Capital Partners, LP | 5,150 | $172.2 萬 | 1.06% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 5,159 | $172.5 萬 | 0.29% | +476+10.2% | 加碼 |
| ProVise Management Group, LLC | 5,165 | $172.7 萬 | 0.15% | −313−5.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 5,167 | $172.7 萬 | 0.09% | −398−7.2% | 減碼 |
| Connective Portfolio Management, LLC | 5,170 | $172.8 萬 | 2.57% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,297 | $173.0 萬 | 0.12% | +1,063+25.1% | 加碼 |
| NorthStar Asset Management LLC | 5,176 | $173.0 萬 | 1.10% | +411+8.6% | 加碼 |
| Palacios Wealth Management, LLC | 5,346 | $173.1 萬 | 1.87% | +5,346 | 新進 |
| Legacy Capital Wealth Management, LLC | 5,178 | $173.1 萬 | 1.72% | +5,178 | 新進 |
| David Loasby | 5,452 | $173.3 萬 | 0.16% | +426+8.5% | 加碼 |
| Sapient Capital LLC | 5,181 | $173.4 萬 | 0.03% | −61−1.2% | 減碼 |
| Stonebrook Private Inc. | 5,209 | $174.2 萬 | 0.46% | −436−7.7% | 減碼 |
| Birchbrook, Inc. | 5,217 | $174.4 萬 | 0.99% | −110−2.1% | 減碼 |
| Catalyst Financial Partners LLC | 5,219 | $174.5 萬 | 0.33% | +210+4.2% | 加碼 |
| Thor Investment Management Inc | 5,233 | $175.0 萬 | 1.35% | +41+0.8% | 加碼 |
| Generation Capital Management LLC | 5,238 | $175.1 萬 | 1.50% | +5,238 | 新進 |
| Geneva Capital Management LLC | 5,255 | $175.7 萬 | 0.03% | −373−6.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 5,256 | $175.7 萬 | 0.00% | +3,351+175.9% | 加碼 |
| Paragon Private Wealth Management, LLC | 5,262 | $175.9 萬 | 0.81% | +397+8.2% | 加碼 |
| St. Clair Advisors, LLC | 5,274 | $176.3 萬 | 0.51% | +80+1.5% | 加碼 |
| Fred Alger Management, LLC | 5,270 | $176.4 萬 | 0.01% | −379−6.7% | 減碼 |
| InTrack Investment Management Inc | 5,459 | $176.6 萬 | 1.23% | −269−4.7% | 減碼 |