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 |
|---|---|---|---|---|---|
| Houlihan Financial Resource Group, Ltd. | 11,707 | $391.4 萬 | 1.67% | −226−1.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 11,696 | $391.0 萬 | 2.38% | −917−7.3% | 減碼 |
| Gs Investments, Inc. | 11,694 | $391.0 萬 | 1.77% | −340−2.8% | 減碼 |
| Wellington Shields Capital Management, LLC | 11,588 | $387.4 萬 | 0.69% | −123−1.1% | 減碼 |
| Centaurus Financial, Inc. | 11,576 | $387.0 萬 | 0.24% | −1,382−10.7% | 減碼 |
| Axxcess Wealth Management, LLC | 11,532 | $385.6 萬 | 0.10% | −1,784−13.4% | 減碼 |
| Naples Global Advisors, LLC | 11,513 | $385.3 萬 | 0.36% | +927+8.8% | 加碼 |
| Integrated Advisors Network LLC | 11,511 | $384.9 萬 | 0.18% | +60+0.5% | 加碼 |
| OMC Financial Services LTD | 11,390 | $380.8 萬 | 1.62% | +31+0.3% | 加碼 |
| Canandaigua National Bank & Trust Co | 11,332 | $378.9 萬 | 0.37% | +344+3.1% | 加碼 |
| BCJ Capital Management, LLC | 11,240 | $375.8 萬 | 0.28% | +10,492+1,402.7% | 加碼 |
| Cohen Investment Advisors LLC | 11,222 | $375.2 萬 | 2.26% | +42+0.4% | 加碼 |
| Trust Asset Management LLC | 11,221 | $375.2 萬 | 0.29% | 00.0% | 不變 |
| Buckingham Strategic Partners | 11,189 | $374.1 萬 | 0.06% | +6,476+137.4% | 加碼 |
| Accuvest Global Advisors | 11,071 | $373.2 萬 | 5.22% | +11,071 | 新進 |
| Occidental Asset Management, LLC | 11,160 | $373.1 萬 | 0.58% | +6,638+146.8% | 加碼 |
| IHT Wealth Management, LLC | 11,124 | $371.9 萬 | 0.12% | −3,415−23.5% | 減碼 |
| Kerrisdale Advisers, LLC | 11,106 | $371.3 萬 | 1.25% | −4,935−30.8% | 減碼 |
| Cumberland Partners Ltd | 11,100 | $371.1 萬 | 0.26% | −3,000−21.3% | 減碼 |
| Roundview Capital LLC | 11,094 | $370.9 萬 | 0.26% | +380+3.5% | 加碼 |
| RWM Asset Management, LLC | 11,053 | $369.5 萬 | 0.60% | −151−1.3% | 減碼 |
| Adviser Investments LLC | 11,026 | $368.6 萬 | 0.05% | +2,324+26.7% | 加碼 |
| Sachetta, LLC | 11,018 | $368.4 萬 | 1.45% | +32+0.3% | 加碼 |
| Katamaran Capital LLP | 11,009 | $368.1 萬 | 4.93% | +11,009 | 新進 |
| Rational Advisors LLC | 11,000 | $367.8 萬 | 0.36% | +11,000 | 新進 |
| Hilltop Holdings Inc. | 10,966 | $366.6 萬 | 0.23% | +369+3.5% | 加碼 |
| Symmetry Investments LP | 10,923 | $365.2 萬 | 0.22% | +10,923 | 新進 |
| Bulltick Wealth Management, LLC | 10,874 | $364.0 萬 | 0.86% | −6,733−38.2% | 減碼 |
| Enterprise Bank & Trust Co | 10,878 | $363.7 萬 | 1.20% | −454−4.0% | 減碼 |
| Cabot Wealth Management Inc | 10,873 | $363.5 萬 | 0.46% | −108−1.0% | 減碼 |
| Impact Asset Management GmbH | 10,780 | $360.4 萬 | 1.42% | +10,780 | 新進 |
| Entropy Technologies, LP | 10,717 | $358.3 萬 | 0.37% | +10,717 | 新進 |
| Vestmark Advisory Solutions, Inc. | 10,706 | $357.9 萬 | 0.12% | +14+0.1% | 加碼 |
| Lake Street Advisors Group, LLC | 10,690 | $357.8 萬 | 0.16% | −335−3.0% | 減碼 |
| Sumitomo Life Insurance Co | 10,654 | $356.2 萬 | 0.07% | −226−2.1% | 減碼 |
| Roberts Wealth Advisors, LLC | 11,079 | $355.8 萬 | 1.08% | +75+0.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 10,546 | $352.6 萬 | 0.07% | +53+0.5% | 加碼 |
| Forum Financial Management, LP | 10,543 | $352.5 萬 | 0.06% | +2,075+24.5% | 加碼 |
| Fulton Bank, N.A. | 10,541 | $352.4 萬 | 0.14% | +1,272+13.7% | 加碼 |
| Garrett Investment Advisors LLC | 10,502 | $351.1 萬 | 0.34% | −2,538−19.5% | 減碼 |
| Cable Hill Partners, LLC | 10,481 | $350.8 萬 | 0.35% | +115+1.1% | 加碼 |
| Northcape Capital Pty Ltd | 10,491 | $350.7 萬 | 0.56% | −3,031−22.4% | 減碼 |
| Weiss Asset Management LP | 10,457 | $349.6 萬 | 0.08% | −679−6.1% | 減碼 |
| GPM Growth Investors, Inc. | 10,444 | $349.2 萬 | 1.48% | −218−2.0% | 減碼 |
| Institute for Wealth Management, LLC. | 10,391 | $347.4 萬 | 0.44% | −123−1.2% | 減碼 |
| Scharf Investments, LLC | 10,362 | $346.4 萬 | 0.10% | +599+6.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 10,362 | $346.4 萬 | 0.18% | +807+8.4% | 加碼 |
| 180 Wealth Advisors, LLC | 10,339 | $345.7 萬 | 0.54% | +227+2.2% | 加碼 |
| Birch Hill Investment Advisors LLC | 10,334 | $345.5 萬 | 0.16% | −917−8.2% | 減碼 |
| Wright Investors Service Inc | 10,329 | $345.3 萬 | 1.12% | −1,367−11.7% | 減碼 |
| Mutual Advisors, LLC | 10,750 | $344.0 萬 | 0.10% | −606−5.3% | 減碼 |
| Advisors Capital Management, LLC | 10,277 | $343.6 萬 | 0.05% | +299+3.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 10,266 | $343.2 萬 | 0.14% | +400+4.1% | 加碼 |
| MV Capital Management, Inc. | 10,205 | $341.2 萬 | 0.36% | −65−0.6% | 減碼 |
| Caption Management, LLC | 10,200 | $341.0 萬 | 0.14% | +10,200 | 新進 |
| New Age Alpha Advisors, LLC | 10,199 | $341.0 萬 | 0.14% | +10,164+29,040.0% | 加碼 |
| Executive Wealth Management, LLC | 10,192 | $340.8 萬 | 0.27% | −139−1.3% | 減碼 |
| Moody National Bank Trust Division | 10,191 | $340.7 萬 | 0.36% | −166−1.6% | 減碼 |
| Bay Rivers Group | 10,147 | $339.2 萬 | 1.64% | +2,548+33.5% | 加碼 |
| Sculati Wealth Management, LLC | 10,143 | $339.1 萬 | 1.34% | −75−0.7% | 減碼 |
| Avestar Capital, LLC | 10,134 | $338.8 萬 | 0.31% | +567+5.9% | 加碼 |
| SageView Advisory Group, LLC | 10,091 | $337.4 萬 | 0.15% | +2,905+40.4% | 加碼 |
| Kovack Advisors, Inc. | 10,073 | $336.8 萬 | 0.33% | +860+9.3% | 加碼 |
| Westpac Banking Corp | 10,014 | $334.8 萬 | 0.22% | −1,119−10.1% | 減碼 |
| BigSur Wealth Management LLC | 10,000 | $334.7 萬 | 0.96% | +50+0.5% | 加碼 |
| Northstar Advisory Group, LLC | 10,001 | $334.4 萬 | 1.70% | +673+7.2% | 加碼 |
| Columbus Hill Capital Management, L.P. | 10,000 | $334.3 萬 | 0.64% | −25,459−71.8% | 減碼 |
| Pictet North America Advisors SA | 9,949 | $332.6 萬 | 0.32% | +201+2.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,932 | $332.0 萬 | 0.05% | +636+6.8% | 加碼 |
| Venturi Wealth Management, LLC | 9,919 | $331.6 萬 | 0.16% | +1,654+20.0% | 加碼 |
| Clarius Group, LLC | 9,911 | $331.3 萬 | 0.23% | +163+1.7% | 加碼 |
| Tiemann Investment Advisors, LLC | 9,876 | $330.2 萬 | 1.47% | +186+1.9% | 加碼 |
| Aft, Forsyth & Company, Inc. | 9,864 | $329.8 萬 | 1.62% | +60+0.6% | 加碼 |
| Conscious Wealth Investments, LLC | 10,108 | $328.0 萬 | 2.22% | +62+0.6% | 加碼 |
| ADAPT Investment Managers SA | 9,656 | $326.8 萬 | 1.51% | +9,656 | 新進 |
| Nikulski Financial, Inc. | 9,745 | $325.8 萬 | 0.96% | +81+0.8% | 加碼 |
| IFP Advisors, Inc | 9,733 | $325.5 萬 | 0.11% | +1,739+21.8% | 加碼 |
| Interval Partners, LP | 9,684 | $323.8 萬 | 0.08% | +942+10.8% | 加碼 |
| DSG Capital Advisors, LLC | 9,682 | $323.7 萬 | 0.59% | +9,682 | 新進 |
| Great Lakes Retirement, Inc. | 9,675 | $323.5 萬 | 0.42% | +149+1.6% | 加碼 |
| Norway Savings Bank | 9,615 | $321.5 萬 | 1.78% | +297+3.2% | 加碼 |
| Cetera Trust Company, N.A | 9,586 | $320.5 萬 | 2.08% | −5−0.1% | 減碼 |
| HighVista Strategies LLC | 9,585 | $320.5 萬 | 1.19% | −7,000−42.2% | 減碼 |
| Altrafin AG | 9,585 | $320.5 萬 | 1.11% | 00.0% | 不變 |
| Cigna Investments Inc | 9,536 | $318.9 萬 | 0.56% | −185−1.9% | 減碼 |
| Segment Wealth Management, LLC | 9,538 | $318.9 萬 | 0.22% | 00.0% | 不變 |
| Cache Advisors, LLC | 9,504 | $317.7 萬 | 1.32% | +9,504 | 新進 |
| Voya Financial Advisors, Inc. | 9,450 | $317.3 萬 | 0.35% | +132+1.4% | 加碼 |
| Connable Office Inc | 9,463 | $316.4 萬 | 0.33% | −145−1.5% | 減碼 |
| Paradigm Asset Management Co LLC | 9,450 | $315.9 萬 | 0.87% | +2,800+42.1% | 加碼 |
| Boltwood Capital Management | 9,448 | $315.9 萬 | 0.96% | −185−1.9% | 減碼 |
| Welch & Forbes LLC | 9,395 | $314.1 萬 | 0.04% | +316+3.5% | 加碼 |
| Missouri Trust & Investment Co | 9,372 | $313.3 萬 | 1.10% | +96+1.0% | 加碼 |
| Valley National Advisers Inc | 9,331 | $311.9 萬 | 0.56% | +127+1.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 9,315 | $311.4 萬 | 0.10% | −500−5.1% | 減碼 |
| Insigneo Advisory Services, LLC | 9,279 | $310.2 萬 | 0.32% | −683−6.9% | 減碼 |
| Processus Wealth & Capital Management, LLC | 9,261 | $309.6 萬 | 2.47% | −639−6.5% | 減碼 |
| Principle Wealth Partners LLC | 9,209 | $307.9 萬 | 0.22% | −15−0.2% | 減碼 |
| Naviter Wealth, LLC | 9,189 | $307.6 萬 | 0.37% | −339−3.6% | 減碼 |
| Parametrica Management Ltd | 9,172 | $306.6 萬 | 4.05% | +2,472+36.9% | 加碼 |