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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 5,304 | $177.3 萬 | 0.13% | +324+6.5% | 加碼 |
| Bowman & Co S.C. | 5,316 | $178.0 萬 | 0.92% | +219+4.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 5,328 | $178.1 萬 | 0.53% | +174+3.4% | 加碼 |
| Choate Investment Advisors | 5,342 | $178.6 萬 | 0.04% | +1,193+28.8% | 加碼 |
| Keudell/Morrison Wealth Management | 5,342 | $178.6 萬 | 0.47% | −16−0.3% | 減碼 |
| Coastwise Capital Group, LLC | 5,347 | $178.8 萬 | 1.43% | −401−7.0% | 減碼 |
| KRS Capital Management, LLC | 5,361 | $179.2 萬 | 1.27% | −59−1.1% | 減碼 |
| 111 Capital | 5,409 | $180.8 萬 | 0.38% | +5,409 | 新進 |
| Aigen Investment Management, LP | 5,425 | $181.4 萬 | 0.32% | +5,425 | 新進 |
| Capital Advisors Wealth Management, LLC | 5,437 | $181.8 萬 | 0.32% | +17+0.3% | 加碼 |
| Dohj, LLC | 5,442 | $182.0 萬 | 0.42% | +68+1.3% | 加碼 |
| Smith, Salley & Associates | 5,442 | $182.0 萬 | 0.12% | +418+8.3% | 加碼 |
| Guerra Pan Advisors, LLC | 5,453 | $182.3 萬 | 1.32% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 5,448 | $182.8 萬 | 0.06% | +5,448 | 新進 |
| 1st Source Bank | 5,469 | $182.8 萬 | 0.10% | −50−0.9% | 減碼 |
| Oxler Private Wealth LLC | 5,474 | $183.0 萬 | 0.60% | +5+0.1% | 加碼 |
| Apella Capital, LLC | 5,475 | $183.0 萬 | 0.07% | +3+0.1% | 加碼 |
| Evoke Wealth, LLC | 5,469 | $183.1 萬 | 0.05% | +617+12.7% | 加碼 |
| Myriad Asset Management US LP | 5,483 | $183.3 萬 | 1.23% | +5,483 | 新進 |
| Legal Advantage Investments, Inc. | 5,496 | $183.7 萬 | 0.97% | −50−0.9% | 減碼 |
| Aviso Financial Inc. | 5,500 | $183.9 萬 | 0.09% | +21+0.4% | 加碼 |
| Inspire Trust Co, N.A. | 5,500 | $183.9 萬 | 0.47% | +2,500+83.3% | 加碼 |
| Lazari Capital Management, Inc. | 5,506 | $184.1 萬 | 0.73% | +63+1.2% | 加碼 |
| Northwest Bank & Trust Co | 5,597 | $184.7 萬 | 1.36% | +3+0.1% | 加碼 |
| Community Bank, N.A. | 5,529 | $184.8 萬 | 0.24% | +135+2.5% | 加碼 |
| Parcion Private Wealth LLC | 5,537 | $185.1 萬 | 0.14% | +3+0.1% | 加碼 |
| Morangie Management LLC | 5,534 | $185.1 萬 | 1.51% | +5,534 | 新進 |
| Puzo Michael J | 5,576 | $186.4 萬 | 0.52% | +4,826+643.5% | 加碼 |
| Arrowroot Family Office, LLC | 5,582 | $186.6 萬 | 0.97% | +888+18.9% | 加碼 |
| Castle Wealth Management LLC | 5,584 | $186.9 萬 | 0.74% | −319−5.4% | 減碼 |
| Claro Advisors LLC | 5,598 | $187.2 萬 | 0.25% | +122+2.2% | 加碼 |
| Agf Management Ltd | 5,599 | $187.2 萬 | 0.01% | +2,085+59.3% | 加碼 |
| Resources Management Corp | 5,607 | $187.5 萬 | 0.26% | −400−6.7% | 減碼 |
| Plancorp, LLC | 5,625 | $188.1 萬 | 0.08% | +537+10.6% | 加碼 |
| Invera Wealth Advisors, LLC | 5,634 | $188.5 萬 | 1.87% | −541−8.8% | 減碼 |
| Clare Market Investments LLC | 5,652 | $189.0 萬 | 0.45% | +1,426+33.7% | 加碼 |
| Mainstay Capital Management LLC | 5,654 | $189.0 萬 | 0.29% | +189+3.5% | 加碼 |
| HWG Holdings LP | 5,665 | $189.4 萬 | 0.62% | +5,665 | 新進 |
| Roman Butler Fullerton & Co | 5,482 | $190.3 萬 | 0.60% | +2,409+78.4% | 加碼 |
| Millington Financial Advisors, LLC | 5,618 | $190.6 萬 | 1.11% | +789+16.3% | 加碼 |
| Leo Wealth, LLC | 5,705 | $190.7 萬 | 0.17% | −2,768−32.7% | 減碼 |
| NVWM, LLC | 5,944 | $191.1 萬 | 0.48% | +3,379+131.7% | 加碼 |
| Gilbert & Cook, Inc. | 5,731 | $191.6 萬 | 0.27% | −37−0.6% | 減碼 |
| Capstone Triton Financial Group, LLC | 5,736 | $191.8 萬 | 1.20% | +47+0.8% | 加碼 |
| Everhart Financial Group, Inc. | 5,751 | $192.3 萬 | 0.40% | +665+13.1% | 加碼 |
| Doliver Advisors, LP | 5,782 | $193.3 萬 | 0.54% | −294−4.8% | 減碼 |
| Convergence Financial, LLC | 5,787 | $193.5 萬 | 0.39% | +42+0.7% | 加碼 |
| Acorn Financial Advisory Services Inc | 5,795 | $193.8 萬 | 0.32% | −198−3.3% | 減碼 |
| Scott & Selber, Inc. | 5,804 | $194.0 萬 | 0.58% | −128−2.2% | 減碼 |
| Lindbrook Capital, LLC | 5,805 | $194.1 萬 | 0.18% | +23+0.4% | 加碼 |
| Renasant Bank | 5,812 | $194.3 萬 | 1.26% | −874−13.1% | 減碼 |
| Platform Technology Partners | 5,819 | $194.6 萬 | 0.59% | −24−0.4% | 減碼 |
| Atala Financial Inc | 5,825 | $194.7 萬 | 1.37% | +5,825 | 新進 |
| Eos Management, L.P. | 5,843 | $195.3 萬 | 0.82% | +5,843 | 新進 |
| Rehmann Capital Advisory Group | 5,845 | $195.4 萬 | 0.12% | +62+1.1% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 5,847 | $195.5 萬 | 0.28% | +5,847 | 新進 |
| GraniteShares Advisors LLC | 5,848 | $195.5 萬 | 1.24% | −1,421−19.5% | 減碼 |
| Riverview Capital Advisers, LLC | 5,850 | $195.6 萬 | 0.59% | 00.0% | 不變 |
| Maxi Investments CY Ltd | 5,856 | $195.8 萬 | 0.38% | −34,118−85.4% | 減碼 |
| CX Institutional | 5,858 | $195.9 萬 | 0.08% | +221+3.9% | 加碼 |
| LMG Wealth Partners, LLC | 5,861 | $196.0 萬 | 0.43% | +368+6.7% | 加碼 |
| TRUE Private Wealth Advisors | 5,865 | $196.1 萬 | 0.24% | +10.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 5,869 | $196.2 萬 | 0.48% | +965+19.7% | 加碼 |
| Legacy Advisors, LLC | 5,880 | $196.6 萬 | 0.19% | +1,221+26.2% | 加碼 |
| Redmond Asset Management, LLC | 5,884 | $196.7 萬 | 0.49% | −273−4.4% | 減碼 |
| Delta Financial Advisors LLC | 5,906 | $197.4 萬 | 0.73% | +2,035+52.6% | 加碼 |
| Cornerstone National Bank & Trust Co | 5,935 | $198.4 萬 | 0.91% | +19+0.3% | 加碼 |
| Keel Point, LLC | 5,940 | $198.6 萬 | 0.16% | −627−9.5% | 減碼 |
| Albion Financial Group | 5,953 | $199.0 萬 | 0.14% | −1,866−23.9% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 5,981 | $200.0 萬 | 1.17% | −103−1.7% | 減碼 |
| Ramirez Asset Management, Inc. | 5,986 | $200.1 萬 | 0.40% | 00.0% | 不變 |
| Teza Capital Management LLC | 5,997 | $200.5 萬 | 0.30% | +5,997 | 新進 |
| Valliance Asset Management Ltd | 6,000 | $200.6 萬 | 3.60% | +6,000 | 新進 |
| Landscape Capital Management, L.L.C. | 6,019 | $201.2 萬 | 0.21% | +6,019 | 新進 |
| Donoghue Forlines LLC | 6,021 | $201.3 萬 | 0.67% | +1,567+35.2% | 加碼 |
| PFG Investments, LLC | 6,029 | $201.6 萬 | 0.13% | −589−8.9% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 6,049 | $202.2 萬 | 0.71% | −51−0.8% | 減碼 |
| Sanders Morris Harris LLC | 6,061 | $202.8 萬 | 0.30% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,066 | $202.8 萬 | 0.06% | +556+10.1% | 加碼 |
| Jacobi Capital Management LLC | 6,082 | $203.3 萬 | 0.15% | −99−1.6% | 減碼 |
| CBOE Vest Financial, LLC | 6,084 | $203.4 萬 | 0.04% | +883+17.0% | 加碼 |
| IMA Wealth, Inc. | 6,124 | $205.0 萬 | 0.25% | −50−0.8% | 減碼 |
| Fiduciary Group LLC | 6,137 | $205.2 萬 | 0.21% | −657−9.7% | 減碼 |
| Stablepoint Partners, LLC | 6,179 | $206.6 萬 | 0.38% | −10−0.2% | 減碼 |
| Transcend Wealth Collective, LLC | 6,200 | $207.3 萬 | 0.15% | −7,103−53.4% | 減碼 |
| Lewis Asset Management, LLC | 6,200 | $207.3 萬 | 1.58% | −443−6.7% | 減碼 |
| Ancora Advisors, LLC | 6,203 | $207.4 萬 | 0.05% | +1,079+21.1% | 加碼 |
| Asset Dedication, LLC | 6,205 | $207.5 萬 | 0.16% | −3,540−36.3% | 減碼 |
| Semmax Financial Advisors Inc. | 6,301 | $207.8 萬 | 0.55% | −624−9.0% | 減碼 |
| Gladius Capital Management LP | 6,224 | $208.1 萬 | 1.20% | +2,144+52.5% | 加碼 |
| Quadcap Wealth Management, LLC | 6,231 | $208.3 萬 | 0.31% | +187+3.1% | 加碼 |
| Brendel Financial Advisors LLC | 6,234 | $208.4 萬 | 1.26% | +6,234 | 新進 |
| HF Advisory Group, LLC | 6,282 | $210.0 萬 | 0.97% | +872+16.1% | 加碼 |
| Howard Capital Management Inc. | 6,290 | $210.3 萬 | 0.03% | +548+9.5% | 加碼 |
| Schmidt P J Investment Management Inc | 6,293 | $210.4 萬 | 0.36% | −643−9.3% | 減碼 |
| St. Johns Investment Management Company, LLC | 6,304 | $210.8 萬 | 0.98% | −248−3.8% | 減碼 |
| Mfg Wealth Management, Inc. | 6,307 | $210.9 萬 | 1.93% | +6,307 | 新進 |
| Steinberg Asset Management LLC | 6,320 | $211.3 萬 | 1.56% | −139−2.2% | 減碼 |
| Rossmore Private Capital | 6,320 | $211.3 萬 | 0.26% | 00.0% | 不變 |
| Kaizen Financial Strategies | 6,325 | $211.5 萬 | 1.20% | −907−12.5% | 減碼 |