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。
2025 年第 1 季 13F 持有人
Salesforce, Inc. 在 2025/3/31 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
- 2,955
- 較 2024 年第 4 季 −96 家
- 持有股數
- 7.80 億
- 較 2024 年第 4 季 +1,815 萬 (+2.4%)
- 總市值
- $2,091 億
- 較 2024 年第 4 季 −$453.2 億 (−17.8%)
- 新進機構
- 199
- 另有 1,486 家加碼
- 清倉機構
- 295
- 另有 993 家減碼
另有 58 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | 2,002 | $53.7 萬 | 0.09% | +2,002 | 新進 |
| Latko Wealth Management, Ltd. | 2,005 | $53.8 萬 | 0.35% | +2+0.1% | 加碼 |
| Trilogy Capital Inc. | 2,005 | $53.8 萬 | 0.03% | +225+12.6% | 加碼 |
| Accel Wealth Management | 2,013 | $54.0 萬 | 0.20% | −110−5.2% | 減碼 |
| Leuthold Group, LLC | 2,016 | $54.1 萬 | 0.07% | −71−3.4% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 2,018 | $54.2 萬 | 0.12% | −16−0.8% | 減碼 |
| FF Advisors,LLC | 1,949 | $54.2 萬 | 0.31% | +2+0.1% | 加碼 |
| Perennial Advisors, LLC | 2,027 | $54.4 萬 | 0.11% | +2,027 | 新進 |
| Vista Cima Wealth Management LLC | 2,027 | $54.4 萬 | 0.59% | 00.0% | 不變 |
| Readystate Asset Management LP | 2,028 | $54.4 萬 | 0.03% | +2,028 | 新進 |
| Two Sigma Securities, LLC | 2,030 | $54.5 萬 | 0.08% | −625−23.5% | 減碼 |
| Financial Enhancement Group LLC | 2,254 | $54.9 萬 | 0.09% | +2,254 | 新進 |
| Roberts Glore & Co Inc | 2,052 | $55.1 萬 | 0.17% | +58+2.9% | 加碼 |
| Meeder Asset Management Inc | 2,054 | $55.1 萬 | 0.04% | +103+5.3% | 加碼 |
| Boston Trust Walden Corp | 2,056 | $55.2 萬 | 0.00% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 2,057 | $55.2 萬 | 0.30% | +324+18.7% | 加碼 |
| NWF Advisory Services Inc. | 2,060 | $55.3 萬 | 0.08% | −624−23.2% | 減碼 |
| West Michigan Advisors, LLC | 2,061 | $55.3 萬 | 0.18% | −11,491−84.8% | 減碼 |
| Addison Advisors LLC | 2,066 | $55.4 萬 | 0.15% | +8+0.4% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,070 | $55.6 萬 | 0.09% | +650+45.8% | 加碼 |
| Saiph Capital, LLC | 2,071 | $55.6 萬 | 0.27% | +3+0.1% | 加碼 |
| Magnus Financial Group LLC | 2,072 | $55.6 萬 | 0.05% | −213−9.3% | 減碼 |
| SevenBridge Financial Group, LLC | 1,927 | $55.7 萬 | 0.11% | −381−16.5% | 減碼 |
| Gabelli Funds LLC | 2,085 | $56.0 萬 | 0.00% | +80+4.0% | 加碼 |
| Seven Mile Advisory | 2,085 | $56.0 萬 | 0.37% | +323+18.3% | 加碼 |
| Redwood Financial Network Corp | 2,085 | $56.0 萬 | 0.43% | +139+7.1% | 加碼 |
| D'Orazio & Associates, Inc. | 2,088 | $56.0 萬 | 0.09% | +75+3.7% | 加碼 |
| Edgestream Partners, L.P. | 2,089 | $56.1 萬 | 0.02% | −2,326−52.7% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 2,091 | $56.1 萬 | 0.19% | −51−2.4% | 減碼 |
| FineMark National Bank & Trust | 2,091 | $56.1 萬 | 0.02% | +485+30.2% | 加碼 |
| Western Pacific Wealth Management, LP | 2,096 | $56.2 萬 | 0.51% | −32−1.5% | 減碼 |
| Delta Investment Management, LLC | 2,101 | $56.4 萬 | 0.11% | −162−7.2% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,100 | $56.4 萬 | 0.31% | −4,500−68.2% | 減碼 |
| Ewa, LLC | 2,104 | $56.5 萬 | 0.21% | +106+5.3% | 加碼 |
| Headinvest, LLC | 2,104 | $56.5 萬 | 0.11% | +8+0.4% | 加碼 |
| TFB Advisors LLC | 2,119 | $56.9 萬 | 0.16% | +95+4.7% | 加碼 |
| Dark Forest Capital Management LP | 2,120 | $56.9 萬 | 0.03% | +2,120 | 新進 |
| Synergy Financial Group, LTD | 2,125 | $57.0 萬 | 0.51% | +57+2.8% | 加碼 |
| Gibbs Wealth Management | 2,127 | $57.1 萬 | 0.14% | +645+43.5% | 加碼 |
| R Squared Ltd | 2,130 | $57.2 萬 | 0.61% | +2,130 | 新進 |
| Peterson Wealth Services | 2,131 | $57.2 萬 | 0.18% | −74−3.4% | 減碼 |
| Carson Advisory Inc. | 2,147 | $57.6 萬 | 0.39% | +121+6.0% | 加碼 |
| BIP Wealth, LLC | 2,152 | $57.7 萬 | 0.04% | −459−17.6% | 減碼 |
| Sierra Summit Advisors LLC | 2,158 | $57.9 萬 | 0.13% | +768+55.3% | 加碼 |
| Harmony Asset Management LLC | 2,163 | $58.0 萬 | 0.24% | +628+40.9% | 加碼 |
| Hengehold Capital Management LLC | 2,167 | $58.2 萬 | 0.06% | −25−1.1% | 減碼 |
| Berbice Capital Management LLC | 2,170 | $58.2 萬 | 0.50% | −10−0.5% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,175 | $58.4 萬 | 0.43% | 00.0% | 不變 |
| Oxford Asset Management LLP | 2,176 | $58.4 萬 | 0.27% | +2,176 | 新進 |
| Beacon Financial Advisory LLC | 2,182 | $58.5 萬 | 0.18% | +81+3.9% | 加碼 |
| WBH Advisory Inc | 2,182 | $58.6 萬 | 0.05% | −2−0.1% | 減碼 |
| Coign Capital Advisors LLC | 2,183 | $58.6 萬 | 0.45% | +37+1.7% | 加碼 |
| Portfolio Design Labs, LLC | 2,187 | $58.7 萬 | 0.12% | −5,200−70.4% | 減碼 |
| Patron Partners Advisors, LLC | 2,195 | $58.9 萬 | 0.32% | +256+13.2% | 加碼 |
| SFM, LLC | 2,199 | $59.0 萬 | 0.43% | +129+6.2% | 加碼 |
| Fermata Advisors, LLC | 2,199 | $59.0 萬 | 0.11% | +1,025+87.3% | 加碼 |
| Walkner Condon Financial Advisors LLC | 2,200 | $59.0 萬 | 0.12% | +67+3.1% | 加碼 |
| Fedenia Advisers LLC | 2,207 | $59.2 萬 | 0.38% | +885+66.9% | 加碼 |
| JT Stratford LLC | 2,215 | $59.4 萬 | 0.11% | −300−11.9% | 減碼 |
| Verdence Capital Advisors LLC | 2,218 | $59.5 萬 | 0.05% | +83+3.9% | 加碼 |
| RAM Investment Partners, LLC | 2,219 | $59.5 萬 | 0.15% | −83−3.6% | 減碼 |
| BankPlus Wealth Management LLC | 2,222 | $59.6 萬 | 0.44% | +28+1.3% | 加碼 |
| Crumly & Associates Inc. | 2,228 | $59.8 萬 | 0.17% | +51+2.3% | 加碼 |
| Fort Sheridan Advisors LLC | 2,230 | $59.8 萬 | 0.09% | +601+36.9% | 加碼 |
| Centurion Wealth Management LLC | 1,793 | $59.9 萬 | 0.19% | 00.0% | 不變 |
| McHugh Group, LLC | 2,250 | $60.4 萬 | 0.46% | +200+9.8% | 加碼 |
| Vista Investment Management | 2,250 | $60.4 萬 | 0.24% | −299−11.7% | 減碼 |
| Napatree Capital LLC | 2,255 | $60.5 萬 | 0.34% | +735+48.4% | 加碼 |
| BXM Wealth LLC | 2,262 | $60.6 萬 | 0.73% | +1,143+102.1% | 加碼 |
| Cornerstone Select Advisors, LLC | 2,262 | $60.7 萬 | 0.57% | +541+31.4% | 加碼 |
| IFG Advisory, LLC | 2,265 | $60.8 萬 | 0.03% | −4−0.2% | 減碼 |
| 3Chopt Investment Partners, LLC | 2,270 | $60.9 萬 | 0.16% | +2,270 | 新進 |
| Northwest Financial Advisors | 2,270 | $60.9 萬 | 0.51% | +282+14.2% | 加碼 |
| Berger Financial Group, Inc | 2,273 | $61.0 萬 | 0.04% | +28+1.2% | 加碼 |
| 17 Capital Partners, LLC | 2,277 | $61.1 萬 | 0.39% | +25+1.1% | 加碼 |
| Prosperity Wealth Management, Inc. | 2,278 | $61.1 萬 | 0.29% | +290+14.6% | 加碼 |
| Apollon Financial, LLC | 2,280 | $61.2 萬 | 0.14% | +60+2.7% | 加碼 |
| Bingham Private Wealth, LLC | 2,284 | $61.3 萬 | 0.63% | +69+3.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 2,288 | $61.4 萬 | 0.03% | −244−9.6% | 減碼 |
| Cim Investment Mangement Inc | 2,290 | $61.5 萬 | 0.14% | −2−0.1% | 減碼 |
| Whalen Wealth Management Inc. | 2,294 | $61.6 萬 | 0.41% | +940+69.4% | 加碼 |
| Appleton Partners Inc | 2,296 | $61.6 萬 | 0.05% | −41−1.8% | 減碼 |
| Parkside Advisors LLC | 2,299 | $61.7 萬 | 0.15% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,302 | $61.8 萬 | 0.06% | +117+5.4% | 加碼 |
| Richard P Slaughter Associates Inc | 2,302 | $61.8 萬 | 0.14% | +2,302 | 新進 |
| Cascades Capital Asset Management, LLC | 2,303 | $61.8 萬 | 0.33% | +10.0% | 加碼 |
| Severin Investments, LLC | 2,309 | $62.0 萬 | 0.62% | −42−1.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,305 | $62.1 萬 | 0.01% | −5−0.2% | 減碼 |
| Nichols & Pratt Advisers LLP | 2,315 | $62.1 萬 | 0.04% | −440−16.0% | 減碼 |
| Mainsail Financial Group, LLC | 2,324 | $62.4 萬 | 0.35% | +830+55.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 2,325 | $62.4 萬 | 0.08% | −11−0.5% | 減碼 |
| Flynn Zito Capital Management, LLC | 2,331 | $62.5 萬 | 0.29% | −1,125−32.6% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 2,331 | $62.5 萬 | 0.12% | +63+2.8% | 加碼 |
| Elevated Capital Advisors, LLC | 2,334 | $62.6 萬 | 0.18% | −138−5.6% | 減碼 |
| Koss-Olinger Consulting, LLC | 2,343 | $62.9 萬 | 0.05% | +2,343 | 新進 |
| WealthCollab, LLC | 2,346 | $63.0 萬 | 0.39% | −522−18.2% | 減碼 |
| Vista Wealth Management Group, LLC | 2,351 | $63.1 萬 | 0.04% | −623−20.9% | 減碼 |
| Dunhill Financial, LLC | 2,367 | $63.5 萬 | 0.29% | +1,479+166.6% | 加碼 |
| Xcel Wealth Management, LLC | 2,375 | $63.7 萬 | 0.20% | −80−3.3% | 減碼 |
| Garda Capital Partners LP | 2,387 | $64.1 萬 | 0.36% | +2,387 | 新進 |