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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 9,167 | $306.5 萬 | 0.18% | +199+2.2% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 9,154 | $306.0 萬 | 0.89% | −173−1.9% | 減碼 |
| Aft, Forsyth & Sober, LLC | 9,150 | $305.9 萬 | 0.99% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 9,091 | $303.9 萬 | 0.04% | −2,519−21.7% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,070 | $303.2 萬 | 0.63% | +1,861+25.8% | 加碼 |
| Citizens & Northern Corp | 9,036 | $302.1 萬 | 0.83% | +232+2.6% | 加碼 |
| Herbst Group, LLC | 9,010 | $301.2 萬 | 1.88% | −1,100−10.9% | 減碼 |
| Burns J W & Co Inc | 8,995 | $300.7 萬 | 0.38% | −145−1.6% | 減碼 |
| Change Path, LLC | 8,991 | $300.6 萬 | 0.09% | −944−9.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 8,911 | $297.9 萬 | 0.23% | +8,911 | 新進 |
| GKV Capital Management Co., Inc. | 8,910 | $297.9 萬 | 1.21% | +8,910 | 新進 |
| Boomfish Wealth Group, LLC | 8,891 | $297.3 萬 | 1.80% | −421−4.5% | 減碼 |
| Premier Path Wealth Partners, LLC | 8,856 | $296.1 萬 | 0.45% | −783−8.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 8,810 | $294.5 萬 | 0.08% | −579−6.2% | 減碼 |
| Joseph Group Capital Management | 8,805 | $294.4 萬 | 1.16% | −891−9.2% | 減碼 |
| Graphene Investments SAS | 8,800 | $294.2 萬 | 2.03% | −2,600−22.8% | 減碼 |
| Baker Chad R | 8,790 | $293.9 萬 | 0.58% | +8,790 | 新進 |
| Smartleaf Asset Management LLC | 8,746 | $293.7 萬 | 0.30% | +1,753+25.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,779 | $293.5 萬 | 0.01% | −109,045−92.5% | 減碼 |
| Triangle Securities Wealth Management | 8,772 | $293.3 萬 | 0.75% | −175−2.0% | 減碼 |
| Shorepoint Capital Partners LLC | 8,665 | $289.7 萬 | 0.66% | +261+3.1% | 加碼 |
| Little House Capital LLC | 8,634 | $288.7 萬 | 0.82% | +129+1.5% | 加碼 |
| Schechter Investment Advisors, LLC | 8,615 | $288.0 萬 | 0.22% | −267−3.0% | 減碼 |
| CFC Planning Co LLC | 8,612 | $287.9 萬 | 3.08% | +8,612 | 新進 |
| Bell Bank | 8,597 | $287.4 萬 | 0.21% | −64−0.7% | 減碼 |
| Maxwell Wealth Strategies Inc. | 8,590 | $287.2 萬 | 1.17% | +20+0.2% | 加碼 |
| Private Trust Co NA | 8,588 | $287.1 萬 | 0.29% | −108−1.2% | 減碼 |
| WealthShield Partners, LLC | 8,562 | $286.6 萬 | 0.41% | −642−7.0% | 減碼 |
| Lecap Asset Management Ltd | 8,556 | $286.1 萬 | 0.78% | +8,556 | 新進 |
| Somerville Kurt F | 8,551 | $285.9 萬 | 0.48% | +8,551 | 新進 |
| Applied Finance Capital Management, LLC | 8,508 | $284.4 萬 | 0.12% | −730−7.9% | 減碼 |
| Kampmann Melissa S. | 8,459 | $282.8 萬 | 2.22% | −990−10.5% | 減碼 |
| Congress Park Capital LLC | 8,437 | $282.1 萬 | 1.02% | −290−3.3% | 減碼 |
| Worth Asset Management, LLC | 8,410 | $281.2 萬 | 1.50% | +8,410 | 新進 |
| Burney Co | 8,400 | $280.8 萬 | 0.10% | −107−1.3% | 減碼 |
| Stonegate Investment Group, LLC | 8,377 | $280.1 萬 | 0.07% | +470+5.9% | 加碼 |
| Graypoint LLC | 8,370 | $279.8 萬 | 0.17% | +336+4.2% | 加碼 |
| L.M. Kohn & Company | 8,363 | $279.6 萬 | 0.72% | +15+0.2% | 加碼 |
| Shepherd Financial Partners LLC | 8,330 | $278.5 萬 | 0.33% | +280+3.5% | 加碼 |
| Mission Creek Capital Partners, Inc. | 8,320 | $278.1 萬 | 0.61% | −576−6.5% | 減碼 |
| AMG National Trust Bank | 8,285 | $277.8 萬 | 0.08% | −40−0.5% | 減碼 |
| BTG Pactual Asset Management US LLC | 8,302 | $277.6 萬 | 0.36% | +1,638+24.6% | 加碼 |
| Orin Green Financial, LLC | – | $277.5 萬 | 1.22% | – | – |
| Core Wealth Advisors, Inc. | 8,299 | $277.5 萬 | 0.91% | −145−1.7% | 減碼 |
| LifePlan Financial, LLC | 8,285 | $277.0 萬 | 2.45% | −178−2.1% | 減碼 |
| United Bank | 8,268 | $276.4 萬 | 1.17% | +965+13.2% | 加碼 |
| Norden Group LLC | 8,231 | $275.2 萬 | 0.31% | +431+5.5% | 加碼 |
| Pinnacle Holdings, LLC | 8,229 | $275.1 萬 | 1.04% | −222−2.6% | 減碼 |
| RMR Wealth Builders | 8,210 | $274.5 萬 | 0.28% | +440+5.7% | 加碼 |
| Nelson Capital Management, LLC | 8,182 | $273.6 萬 | 0.45% | +143+1.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 8,167 | $273.0 萬 | 0.70% | +475+6.2% | 加碼 |
| Chickasaw Capital Management LLC | 8,165 | $273.0 萬 | 0.11% | −70−0.9% | 減碼 |
| Elmwood Wealth Management, Inc. | 8,162 | $272.9 萬 | 1.10% | +1,539+23.2% | 加碼 |
| Verde Capital Management | 8,151 | $272.5 萬 | 0.77% | −1,927−19.1% | 減碼 |
| TrinityPoint Wealth, LLC | 8,092 | $270.5 萬 | 0.38% | +158+2.0% | 加碼 |
| FOCUS Wealth Advisors, LLC | 8,087 | $270.4 萬 | 1.43% | −121−1.5% | 減碼 |
| DeDora Capital, Inc. | 8,079 | $270.1 萬 | 0.74% | +12+0.1% | 加碼 |
| Nicolet Bankshares Inc | 8,056 | $269.3 萬 | 0.64% | −69−0.8% | 減碼 |
| Charter Research & Investment Group, Inc. | 8,052 | $269.2 萬 | 2.05% | −50−0.6% | 減碼 |
| Hel Ved Capital Management Ltd | 8,050 | $269.1 萬 | 0.82% | +1,655+25.9% | 加碼 |
| Archford Capital Strategies, LLC | 8,024 | $268.3 萬 | 0.41% | +234+3.0% | 加碼 |
| Okabena Investment Services Inc | 8,013 | $267.9 萬 | 0.74% | +994+14.2% | 加碼 |
| Alps Advisors Inc | 8,004 | $267.6 萬 | 0.02% | −1,119−12.3% | 減碼 |
| Signet Financial Management, LLC | 8,000 | $267.5 萬 | 0.34% | −61−0.8% | 減碼 |
| Edge Capital Group, LLC | 8,000 | $267.5 萬 | 0.12% | −542−6.3% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $267.5 萬 | 0.79% | 00.0% | 不變 |
| Ellevest, Inc. | 7,982 | $266.9 萬 | 0.15% | −1,371−14.7% | 減碼 |
| Resonant Capital Advisors, LLC | 7,959 | $266.4 萬 | 0.19% | +758+10.5% | 加碼 |
| Power Wealth Management LLC | 7,961 | $266.2 萬 | 1.11% | −65−0.8% | 減碼 |
| South Dakota Investment Council | 7,928 | $265.1 萬 | 0.05% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 7,927 | $265.0 萬 | 0.24% | +20.0% | 加碼 |
| Perpetual Ltd | 7,925 | $265.0 萬 | 0.03% | +990+14.3% | 加碼 |
| K.J. Harrison & Partners Inc | 8,000 | $264.5 萬 | 0.41% | +3,000+60.0% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 7,909 | $264.4 萬 | 0.96% | +41+0.5% | 加碼 |
| Wealthspire Advisors, LLC | 7,898 | $264.1 萬 | 0.03% | +332+4.4% | 加碼 |
| PFC Capital Group, Inc. | 7,870 | $263.1 萬 | 1.27% | +50+0.6% | 加碼 |
| Bangor Savings Bank | 7,862 | $262.9 萬 | 0.25% | −35−0.4% | 減碼 |
| Unique Wealth, LLC | 7,839 | $262.1 萬 | 0.55% | +867+12.4% | 加碼 |
| StoneX Group Inc. | 7,810 | $261.4 萬 | 0.14% | +1,234+18.8% | 加碼 |
| Kingswood Wealth Advisors, LLC | 7,815 | $261.3 萬 | 0.20% | −6,230−44.4% | 減碼 |
| Wealth Alliance | 7,814 | $261.3 萬 | 0.31% | +198+2.6% | 加碼 |
| Field & Main Bank | 7,810 | $261.1 萬 | 0.92% | +35+0.5% | 加碼 |
| Navalign, LLC | 7,805 | $261.0 萬 | 0.77% | −212−2.6% | 減碼 |
| Quadrant Capital Group LLC | 7,785 | $260.3 萬 | 0.18% | +167+2.2% | 加碼 |
| Thrive Wealth Management, LLC | 7,782 | $260.2 萬 | 0.47% | −8−0.1% | 減碼 |
| Clear Harbor Asset Management, LLC | 7,780 | $260.1 萬 | 0.21% | +449+6.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,765 | $259.6 萬 | 0.27% | +3,164+68.8% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 7,764 | $259.6 萬 | 0.06% | −143,655−94.9% | 減碼 |
| Jamison Private Wealth Management, Inc. | 7,741 | $258.8 萬 | 0.38% | +837+12.1% | 加碼 |
| Chicago Partners Investment Group LLC | 7,916 | $258.8 萬 | 0.09% | +1,034+15.0% | 加碼 |
| Unique Wealth Strategies, LLC | 7,738 | $258.7 萬 | 1.14% | −278−3.5% | 減碼 |
| Peterson Wealth Management | 7,725 | $258.3 萬 | 1.54% | +362+4.9% | 加碼 |
| Financial Gravity Companies, Inc. | 7,668 | $256.4 萬 | 0.59% | +125+1.7% | 加碼 |
| Beaumont Asset Management, L.L.C. | 7,626 | $255.0 萬 | 1.48% | −181−2.3% | 減碼 |
| TSFG, LLC | 7,626 | $254.9 萬 | 0.52% | −200−2.6% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 7,611 | $254.9 萬 | 0.47% | +597+8.5% | 加碼 |
| Ascent Wealth Partners, LLC | 7,618 | $254.7 萬 | 0.34% | −96−1.2% | 減碼 |
| Skopos Labs, Inc. | 7,594 | $253.9 萬 | 0.76% | +427+6.0% | 加碼 |
| Wealth Management Partners, LLC | 7,592 | $253.8 萬 | 1.10% | −165−2.1% | 減碼 |
| Harfst & Associates, Inc. | 7,589 | $253.7 萬 | 0.53% | +496+7.0% | 加碼 |