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 2,492 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 | 2,492 | $1,095 億 |
| 2026 年第 1 季 | 2,696 | $1,379 億 |
| 2025 年第 4 季 | 2,959 | $2,019 億 |
| 2025 年第 3 季 | 2,816 | $1,798 億 |
| 2025 年第 2 季 | 2,960 | $2,100 億 |
| 2025 年第 1 季 | 2,956 | $2,091 億 |
| 2024 年第 4 季 | 3,110 | $2,587 億 |
| 2024 年第 3 季 | 2,657 | $2,091 億 |
| 2024 年第 2 季 | 2,630 | $1,988 億 |
| 2024 年第 1 季 | 2,769 | $2,357 億 |
| 2023 年第 4 季 | 2,601 | $2,048 億 |
| 2023 年第 3 季 | 2,294 | $1,551 億 |
| 2023 年第 2 季 | 2,301 | $1,617 億 |
| 2023 年第 1 季 | 2,183 | $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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 1,125 | $37.6 萬 | 0.14% | −11−1.0% | 減碼 |
| First Heartland Consultants, Inc. | 1,126 | $37.7 萬 | 0.04% | −725−39.2% | 減碼 |
| Forte Asset Management LLC | 1,125 | $37.7 萬 | 0.20% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 1,129 | $37.7 萬 | 0.05% | +66+6.2% | 加碼 |
| Pinnacle West Asset Management, Inc. | 1,130 | $37.8 萬 | 0.27% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 1,134 | $37.9 萬 | 0.10% | −1−0.1% | 減碼 |
| Sigma Investment Counselors Inc | 1,135 | $38.0 萬 | 0.02% | +4+0.4% | 加碼 |
| Everett Harris & Co | 1,140 | $38.1 萬 | 0.00% | +13+1.2% | 加碼 |
| Opal Wealth Advisors, LLC | 1,141 | $38.1 萬 | 0.11% | +166+17.0% | 加碼 |
| MJP Associates Inc | 1,142 | $38.2 萬 | 0.07% | +411+56.2% | 加碼 |
| Sterling Investment Counsel, LLC | 1,142 | $38.2 萬 | 0.25% | −2,637−69.8% | 減碼 |
| Elgethun Capital Management | 1,144 | $38.2 萬 | 0.09% | +145+14.5% | 加碼 |
| Enterprise Financial Services Corp | 1,145 | $38.3 萬 | 0.21% | +6+0.5% | 加碼 |
| Jackson Square Capital, LLC | 1,148 | $38.4 萬 | 0.09% | +334+41.0% | 加碼 |
| Transce3nd, LLC | 1,148 | $38.4 萬 | 0.13% | +1,148 | 新進 |
| Astoria Portfolio Advisors LLC. | 1,187 | $38.4 萬 | 0.14% | −77−6.1% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,149 | $38.4 萬 | 0.18% | +15+1.3% | 加碼 |
| Fiduciary Alliance LLC | 1,153 | $38.5 萬 | 0.04% | −109−8.6% | 減碼 |
| Indiana Trust & Investment Management CO | 1,158 | $38.7 萬 | 0.13% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 1,159 | $38.7 萬 | 0.04% | +1,159 | 新進 |
| May Hill Capital, LLC | 1,164 | $38.9 萬 | 0.15% | +1,164 | 新進 |
| FSM Wealth Advisors, LLC | 1,221 | $39.1 萬 | 0.10% | +1,221 | 新進 |
| VanderPol Investments L.L.C. | 1,169 | $39.1 萬 | 0.85% | +47+4.2% | 加碼 |
| Dempze Nancy E | 1,170 | $39.1 萬 | 0.23% | +1,170 | 新進 |
| GFS Advisors, LLC | 1,173 | $39.2 萬 | 0.06% | +1,173 | 新進 |
| Werlinich Asset Management, LLC | 1,168 | $39.2 萬 | 0.23% | 00.0% | 不變 |
| Fermata Advisors, LLC | 1,174 | $39.3 萬 | 0.07% | −722−38.1% | 減碼 |
| Huntleigh Advisors, Inc. | 1,175 | $39.3 萬 | 0.08% | +1,175 | 新進 |
| Sabal Trust CO | 1,176 | $39.3 萬 | 0.02% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 1,176 | $39.3 萬 | 0.06% | +102+9.5% | 加碼 |
| CRA Financial Services, LLC | 1,176 | $39.3 萬 | 0.07% | +16+1.4% | 加碼 |
| FSB Premier Wealth Management, Inc. | 1,180 | $39.5 萬 | 0.16% | +251+27.0% | 加碼 |
| Reuter James Wealth Management, LLC | 1,186 | $39.7 萬 | 0.07% | +65+5.8% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 1,189 | $39.8 萬 | 0.14% | −26−2.1% | 減碼 |
| Pettee Investors, Inc. | 1,190 | $39.8 萬 | 0.20% | +156+15.1% | 加碼 |
| Sovereign Financial Group, Inc. | 1,193 | $39.9 萬 | 0.09% | −36−2.9% | 減碼 |
| Gallacher Capital Management LLC | 1,199 | $40.1 萬 | 0.20% | −109−8.3% | 減碼 |
| McLean Asset Management Corp | 1,200 | $40.1 萬 | 0.12% | +235+24.4% | 加碼 |
| First National Bank Sioux Falls | 1,200 | $40.1 萬 | 0.17% | 00.0% | 不變 |
| Figure 8 Investment Strategies LLC | 1,201 | $40.2 萬 | 0.39% | +1,201 | 新進 |
| Spirepoint Private Client, LLC | 1,201 | $40.2 萬 | 0.05% | +6+0.5% | 加碼 |
| KWB Wealth | 1,467 | $40.2 萬 | 0.05% | +685+87.6% | 加碼 |
| Crewe Advisors LLC | 1,202 | $40.2 萬 | 0.06% | −445−27.0% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,204 | $40.3 萬 | 0.01% | +426+54.8% | 加碼 |
| Trinity Financial Advisors LLC | 1,218 | $40.3 萬 | 0.15% | +216+21.6% | 加碼 |
| Teamwork Financial Advisors, LLC | 1,208 | $40.4 萬 | 0.05% | −139−10.3% | 減碼 |
| PSI Advisors, LLC | 1,213 | $40.5 萬 | 0.12% | −661−35.3% | 減碼 |
| Pennington Partners & Co., LLC | 1,215 | $40.7 萬 | 0.20% | +1,215 | 新進 |
| Broadway Wealth Solutions, Inc. | 1,217 | $40.7 萬 | 0.31% | +1,217 | 新進 |
| Stegent Equity Advisors, Inc. | 1,218 | $40.7 萬 | 0.41% | +11+0.9% | 加碼 |
| CSS LLC | 1,220 | $40.8 萬 | 0.02% | −2,980−71.0% | 減碼 |
| Rothschild Capital Partners, LLC | 1,220 | $40.8 萬 | 0.10% | +1,220 | 新進 |
| OneAscent Wealth Management LLC | 1,220 | $40.8 萬 | 0.17% | +87+7.7% | 加碼 |
| JBR Co Financial Management Inc | 1,222 | $40.9 萬 | 0.25% | +10+0.8% | 加碼 |
| Glassy Mountain Advisors, Inc. | 1,224 | $40.9 萬 | 0.14% | 00.0% | 不變 |
| Peoples Bank | 1,225 | $41.0 萬 | 0.28% | 00.0% | 不變 |
| Accredited Investors Inc. | 1,228 | $41.1 萬 | 0.02% | −390−24.1% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,183 | $41.2 萬 | 0.06% | −35−2.9% | 減碼 |
| Scissortail Wealth Management, LLC | 1,232 | $41.2 萬 | 0.11% | +1,220+10,166.7% | 加碼 |
| Dynamic Wealth Strategies, LLC | 1,234 | $41.3 萬 | 0.37% | +44+3.7% | 加碼 |
| Destination Wealth Management | 1,237 | $41.4 萬 | 0.01% | +351+39.6% | 加碼 |
| Lightspeed Management Company, L.L.C. | 1,237 | $41.4 萬 | 0.15% | +1,237 | 新進 |
| Yoder Wealth Management, Inc. | 1,239 | $41.4 萬 | 0.23% | +28+2.3% | 加碼 |
| Inman Jager Wealth Management, LLC | 1,240 | $41.5 萬 | 0.32% | +1,240 | 新進 |
| Prosperity Financial Group, Inc. | 1,242 | $41.5 萬 | 0.21% | +218+21.3% | 加碼 |
| Adapt Wealth Advisors, LLC | 1,243 | $41.6 萬 | 0.20% | −20−1.6% | 減碼 |
| American State Bank (Iowa) | 1,245 | $41.6 萬 | 0.25% | 00.0% | 不變 |
| Exane Asset Management | 1,205 | $41.7 萬 | 0.24% | +1,205 | 新進 |
| Gradient Capital Advisors, LLC | 1,249 | $41.8 萬 | 0.13% | 00.0% | 不變 |
| Tobam | 1,249 | $41.8 萬 | 0.13% | −376−23.1% | 減碼 |
| GSG Advisors LLC | 1,253 | $41.9 萬 | 0.13% | +53+4.4% | 加碼 |
| Argentarii, LLC | 1,254 | $41.9 萬 | 0.21% | +1,254 | 新進 |
| LRI Investments, LLC | 24,480 | $42.0 萬 | 0.04% | −488−2.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 1,258 | $42.1 萬 | 0.15% | −56−4.3% | 減碼 |
| Five Oceans Advisors | 1,260 | $42.1 萬 | 0.19% | +14+1.1% | 加碼 |
| Mindset Wealth Management, LLC | 1,261 | $42.2 萬 | 0.15% | +12+1.0% | 加碼 |
| Powers Advisory Group, LLC | 1,262 | $42.2 萬 | 0.21% | −10−0.8% | 減碼 |
| TFC Financial Management | 1,263 | $42.2 萬 | 0.07% | +50+4.1% | 加碼 |
| Sitrin Capital Management LLC | 1,266 | $42.4 萬 | 0.21% | 00.0% | 不變 |
| Leigh Baldwin & Co., LLC | 1,270 | $42.5 萬 | 0.36% | +1,270 | 新進 |
| Opes Wealth Management LLC | 1,270 | $42.5 萬 | 0.09% | −46−3.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 1,274 | $42.6 萬 | 0.10% | +52+4.3% | 加碼 |
| World Equity Group, Inc. | 1,274 | $42.6 萬 | 0.09% | +1,274 | 新進 |
| Sulzberger Capital Advisors, Inc. | 1,275 | $42.6 萬 | 0.49% | +1,275 | 新進 |
| Intellectus Partners, LLC | 1,281 | $42.9 萬 | 0.09% | 00.0% | 不變 |
| Fulcrum Capital LLC | 1,283 | $42.9 萬 | 0.09% | −155−10.8% | 減碼 |
| Custom Index Systems, LLC | 1,284 | $42.9 萬 | 0.23% | +1,284 | 新進 |
| Fairtree Asset Management (Pty) Ltd | 1,288 | $43.1 萬 | 0.41% | +1,288 | 新進 |
| Fielder Capital Group LLC | 1,289 | $43.1 萬 | 0.13% | +38+3.0% | 加碼 |
| Resurgent Financial Advisors LLC | 1,290 | $43.1 萬 | 0.25% | −8−0.6% | 減碼 |
| Manchester Capital Management LLC | 1,290 | $43.1 萬 | 0.05% | +150+13.2% | 加碼 |
| Janney Capital Management LLC | 1,293 | $43.2 萬 | 0.03% | −6−0.5% | 減碼 |
| West Tower Group, LLC | 1,300 | $43.5 萬 | 0.96% | +1,300 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 1,591 | $43.5 萬 | 0.14% | +18+1.1% | 加碼 |
| Tempus Wealth Planning, LLC | 1,304 | $43.6 萬 | 0.13% | +1+0.1% | 加碼 |
| SOA Wealth Advisors, LLC. | 1,305 | $43.6 萬 | 0.08% | −30−2.2% | 減碼 |
| Bellecapital International Ltd. | 1,313 | $43.9 萬 | 0.08% | −46−3.4% | 減碼 |
| Wealth Group, Ltd. | 1,313 | $43.9 萬 | 0.28% | +10+0.8% | 加碼 |
| GLOBALT Investments LLC | 1,319 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| Bestgate Wealth Advisors, LLC | 1,319 | $44.1 萬 | 0.88% | +1,319 | 新進 |