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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 7,588 | $253.7 萬 | 0.09% | +64+0.9% | 加碼 |
| Werba Rubin Papier Wealth Management | 7,559 | $252.7 萬 | 0.60% | −1,922−20.3% | 減碼 |
| Concord Wealth Partners | 7,528 | $251.7 萬 | 0.41% | +423+6.0% | 加碼 |
| Cito Capital Group, LLC | 7,500 | $251.0 萬 | 0.92% | 00.0% | 不變 |
| Shay Capital LLC | 7,500 | $250.7 萬 | 0.61% | +6,120+443.5% | 加碼 |
| Silphium Asset Management Ltd | 7,500 | $250.7 萬 | 0.91% | +7,500 | 新進 |
| Weaver Capital Management LLC | 7,476 | $250.0 萬 | 0.70% | +933+14.3% | 加碼 |
| Nilsine Partners, LLC | 7,463 | $249.5 萬 | 0.27% | +323+4.5% | 加碼 |
| GTS Securities LLC | 7,450 | $249.1 萬 | 0.12% | +1,150+18.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 7,428 | $248.3 萬 | 0.14% | +1,072+16.9% | 加碼 |
| Kentucky Trust Co | 7,410 | $247.7 萬 | 1.46% | +7,410 | 新進 |
| Robertson Stephens Wealth Management, LLC | 7,398 | $247.6 萬 | 0.09% | +211+2.9% | 加碼 |
| Gardner Lewis Asset Management L P | 7,405 | $247.6 萬 | 0.63% | +2,830+61.9% | 加碼 |
| WSFS Capital Management, LLC | 7,403 | $247.5 萬 | 0.13% | +1,030+16.2% | 加碼 |
| Portfolio Design Labs, LLC | 7,387 | $247.0 萬 | 0.51% | +1,069+16.9% | 加碼 |
| KPP Advisory Services LLC | 7,375 | $246.6 萬 | 0.58% | +36+0.5% | 加碼 |
| Cornerstone Planning, LLC | 7,367 | $246.3 萬 | 0.94% | +7,367 | 新進 |
| Ingalls & Snyder LLC | 7,355 | $245.9 萬 | 0.10% | −179−2.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 7,353 | $245.8 萬 | 0.08% | +8+0.1% | 加碼 |
| United Asset Strategies, Inc. | 7,351 | $245.8 萬 | 0.23% | +50+0.7% | 加碼 |
| Secure Asset Management, LLC | 7,351 | $245.8 萬 | 0.37% | +380+5.5% | 加碼 |
| Center for Financial Planning, Inc. | 7,350 | $245.7 萬 | 0.33% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 7,344 | $245.5 萬 | 0.20% | −5,142−41.2% | 減碼 |
| Stevens Capital Management LP | 7,333 | $245.2 萬 | 0.98% | −13,325−64.5% | 減碼 |
| Hudson Canyon Capital Management | 7,325 | $244.9 萬 | 1.60% | +7,325 | 新進 |
| Natixis Investment Managers International | 7,299 | $244.0 萬 | 0.19% | +2,145+41.6% | 加碼 |
| Main Street Research LLC | 7,280 | $243.7 萬 | 0.15% | +537+8.0% | 加碼 |
| Waldron Private Wealth LLC | 7,257 | $242.6 萬 | 0.10% | −515−6.6% | 減碼 |
| EPG Wealth Management LLC | 7,253 | $242.5 萬 | 0.64% | −443−5.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 7,253 | $242.5 萬 | 0.05% | +2,266+45.4% | 加碼 |
| Augustine Asset Management Inc | 7,246 | $242.3 萬 | 0.64% | +3,406+88.7% | 加碼 |
| Berkshire Bank | 7,235 | $241.9 萬 | 0.56% | −162−2.2% | 減碼 |
| Agate Pass Investment Management, LLC | 7,221 | $241.4 萬 | 1.09% | +2,217+44.3% | 加碼 |
| Concord Asset Management, LLC | 7,217 | $241.3 萬 | 0.53% | +323+4.7% | 加碼 |
| Shaker Investments LLC | 7,205 | $240.9 萬 | 1.01% | +3,153+77.8% | 加碼 |
| VeraBank, N.A. | 7,197 | $240.6 萬 | 0.68% | −6−0.1% | 減碼 |
| Bristlecone Advisors, LLC | 7,176 | $239.9 萬 | 0.19% | −156−2.1% | 減碼 |
| Intrust Bank NA | 7,174 | $239.8 萬 | 0.24% | +85+1.2% | 加碼 |
| Umpqua Bank | 7,403 | $239.5 萬 | 0.83% | −305−4.0% | 減碼 |
| Passumpsic Savings Bank | 7,163 | $239.5 萬 | 1.49% | −169−2.3% | 減碼 |
| Glynn Capital Management LLC | 7,143 | $238.8 萬 | 0.56% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 7,134 | $238.5 萬 | 0.23% | 00.0% | 不變 |
| Nautilus Advisors LLC | 7,132 | $238.5 萬 | 1.90% | +7,132 | 新進 |
| Atlas Brown,Inc. | 7,097 | $237.3 萬 | 0.81% | −78−1.1% | 減碼 |
| Leelyn Smith, LLC | 7,095 | $237.2 萬 | 0.42% | +172+2.5% | 加碼 |
| Koshinski Asset Management, Inc. | 7,090 | $237.0 萬 | 0.20% | +222+3.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,082 | $236.9 萬 | 0.16% | +35+0.5% | 加碼 |
| Winton Group Ltd | 7,040 | $235.4 萬 | 0.16% | +7,040 | 新進 |
| Nicholas Investment Partners, LP | 7,031 | $235.1 萬 | 0.21% | +6,288+846.3% | 加碼 |
| Zhang Financial LLC | 7,027 | $234.9 萬 | 0.13% | +160+2.3% | 加碼 |
| Quantessence Capital LLC | 7,024 | $234.8 萬 | 0.96% | +7,024 | 新進 |
| Allen Investment Management LLC | 7,009 | $234.3 萬 | 0.03% | −114,763−94.2% | 減碼 |
| Diversify Advisory Services, LLC | 7,358 | $233.9 萬 | 0.13% | −2,430−24.8% | 減碼 |
| Doheny Asset Management | 6,993 | $233.8 萬 | 1.74% | −5−0.1% | 減碼 |
| Optimize Financial Inc | 6,988 | $233.6 萬 | 1.75% | +6,988 | 新進 |
| Maia Wealth LLC | 6,712 | $233.0 萬 | 0.50% | +1,265+23.2% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,949 | $232.6 萬 | 1.09% | +407+6.2% | 加碼 |
| Bard Financial Services, Inc. | 6,935 | $231.9 萬 | 0.28% | 00.0% | 不變 |
| Brandywine Managers, LLC | 6,913 | $231.1 萬 | 2.44% | 00.0% | 不變 |
| Proequities, Inc. | 6,933 | $230.6 萬 | 0.13% | +301+4.5% | 加碼 |
| Camden Capital, LLC | 6,898 | $230.6 萬 | 0.25% | −172−2.4% | 減碼 |
| Barings LLC | 6,886 | $230.2 萬 | 0.05% | −490−6.6% | 減碼 |
| Saturna Capital CORP | 6,878 | $230.0 萬 | 0.03% | +131+1.9% | 加碼 |
| Charter Oak Capital Management, LLC | 6,851 | $229.1 萬 | 0.21% | −1,317−16.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 6,849 | $228.9 萬 | 0.32% | −398−5.5% | 減碼 |
| Udine Wealth Management, Inc. | 6,838 | $228.6 萬 | 1.47% | +61+0.9% | 加碼 |
| Signature Wealth Management Group | 6,837 | $228.6 萬 | 0.92% | +77+1.1% | 加碼 |
| Nations Financial Group Inc, | 6,810 | $227.7 萬 | 0.17% | +106+1.6% | 加碼 |
| Chicago Trust Co NA | 6,807 | $227.6 萬 | 0.40% | −233−3.3% | 減碼 |
| Eisler Capital Management Ltd. | 6,876 | $227.4 萬 | 0.08% | +6,876 | 新進 |
| Boyd Watterson Asset Management LLC | 6,781 | $226.7 萬 | 0.63% | −204−2.9% | 減碼 |
| Strengthening Families & Communities, LLC | 6,781 | $226.7 萬 | 1.29% | +86+1.3% | 加碼 |
| Northstar Group, Inc. | 6,774 | $226.5 萬 | 0.38% | −20.0% | 減碼 |
| BankPlus Trust Department | 6,772 | $226.4 萬 | 0.74% | +6,772 | 新進 |
| Banco BTG Pactual S.A. | 6,847 | $226.4 萬 | 0.53% | +5,585+442.6% | 加碼 |
| Broderick Brian C | 6,764 | $226.1 萬 | 0.44% | +6,764 | 新進 |
| First Pacific Financial | 6,749 | $225.6 萬 | 0.53% | +77+1.2% | 加碼 |
| Capital Investment Advisors, LLC | 6,745 | $225.5 萬 | 0.05% | +106+1.6% | 加碼 |
| Dover Advisors, LLC | 6,739 | $225.3 萬 | 1.29% | +290+4.5% | 加碼 |
| Cove Private Wealth, LLC | 6,712 | $224.4 萬 | 1.35% | +2,487+58.9% | 加碼 |
| TLWM | 6,689 | $223.6 萬 | 0.44% | +272+4.2% | 加碼 |
| Grandview Asset Management LLC | 6,682 | $223.4 萬 | 0.82% | +498+8.1% | 加碼 |
| Davenport & Co LLC | 6,679 | $223.3 萬 | 0.01% | +257+4.0% | 加碼 |
| 1776 Wealth LLC | 6,666 | $222.9 萬 | 1.02% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 6,663 | $222.8 萬 | 0.98% | −1,456−17.9% | 減碼 |
| Ashton Thomas Securities, LLC | 6,664 | $222.7 萬 | 0.61% | +454+7.3% | 加碼 |
| Heritage Trust Co | 6,607 | $220.9 萬 | 0.26% | +6,607 | 新進 |
| Tealwood Asset Management Inc | 6,605 | $220.8 萬 | 0.91% | −71−1.1% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,600 | $220.7 萬 | 0.97% | +5,600+560.0% | 加碼 |
| Lodestar Private Asset Management LLC | 6,589 | $220.3 萬 | 0.28% | +5,205+376.1% | 加碼 |
| Aspiriant, LLC | 6,585 | $220.2 萬 | 0.08% | +261+4.1% | 加碼 |
| Central Valley Advisors, LLC | 6,580 | $220.0 萬 | 1.00% | +150+2.3% | 加碼 |
| Park Place Capital Corp | 6,578 | $219.9 萬 | 0.62% | −872−11.7% | 減碼 |
| Cooper Financial Group | 6,573 | $219.8 萬 | 0.26% | +262+4.2% | 加碼 |
| WP Advisors, LLC | 6,569 | $219.6 萬 | 0.73% | −87−1.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 6,555 | $219.2 萬 | 0.36% | +188+3.0% | 加碼 |
| Regatta Capital Group, LLC | 6,517 | $217.9 萬 | 0.42% | +64+1.0% | 加碼 |
| Deltec Asset Management LLC | 6,500 | $217.3 萬 | 0.43% | 00.0% | 不變 |
| Callan Family Office, LLC | 6,490 | $217.0 萬 | 0.14% | +6,490 | 新進 |
| Harold Davidson & Associates Inc. | 6,427 | $214.9 萬 | 1.03% | +6,427 | 新進 |