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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 2,390 | $64.1 萬 | 0.15% | −57−2.3% | 減碼 |
| LVW Advisors, LLC | 2,397 | $64.3 萬 | 0.08% | +353+17.3% | 加碼 |
| Marino, Stram & Associates LLC | 2,403 | $64.5 萬 | 0.14% | +146+6.5% | 加碼 |
| Kapstone Financial Advisors LLC | 2,408 | $64.6 萬 | 0.37% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 2,416 | $64.8 萬 | 0.05% | +32+1.3% | 加碼 |
| McDaniel Terry & Co | 2,420 | $64.9 萬 | 0.06% | +597+32.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,421 | $65.0 萬 | 0.00% | +1,075+79.9% | 加碼 |
| Millstone Evans Group, LLC | 2,427 | $65.1 萬 | 0.44% | −36−1.5% | 減碼 |
| White Pine Capital LLC | 2,427 | $65.1 萬 | 0.23% | +215+9.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,433 | $65.3 萬 | 0.06% | +231+10.5% | 加碼 |
| Kozak & Associates, Inc. | 2,571 | $65.4 萬 | 0.16% | +41+1.6% | 加碼 |
| Legacy Capital Group California, Inc. | 2,447 | $65.7 萬 | 0.23% | −12−0.5% | 減碼 |
| Essex LLC | 2,452 | $65.8 萬 | 0.14% | +611+33.2% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,464 | $66.1 萬 | 0.45% | −50−2.0% | 減碼 |
| Greenwich Wealth Management LLC | 2,466 | $66.2 萬 | 0.05% | −63−2.5% | 減碼 |
| Kuhn & Co Investment Counsel | 2,467 | $66.2 萬 | 0.56% | 00.0% | 不變 |
| Atlantic Trust, LLC | 2,475 | $66.4 萬 | 0.15% | −59−2.3% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,477 | $66.5 萬 | 0.19% | −145−5.5% | 減碼 |
| Bosman Wealth Management, LLC | 2,478 | $66.5 萬 | 0.68% | +2,478 | 新進 |
| Childress Capital Advisors, LLC | 2,486 | $66.7 萬 | 0.19% | −50−2.0% | 減碼 |
| Solstein Capital, LLC | 2,487 | $66.7 萬 | 0.39% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,487 | $66.7 萬 | 0.10% | +249+11.1% | 加碼 |
| Clarendon Private LLC | 2,490 | $66.8 萬 | 0.71% | +188+8.2% | 加碼 |
| Hill Island Financial LLC | 2,496 | $67.0 萬 | 0.20% | −53−2.1% | 減碼 |
| Baxter Bros Inc | 2,502 | $67.1 萬 | 0.09% | +647+34.9% | 加碼 |
| Quarry LP | 2,507 | $67.3 萬 | 0.17% | +2,263+927.5% | 加碼 |
| Windsor Capital Management, LLC | 2,513 | $67.4 萬 | 0.21% | −10−0.4% | 減碼 |
| City State Bank | 2,513 | $67.4 萬 | 0.22% | +80+3.3% | 加碼 |
| Woodard & Co Asset Management Group Inc | 2,529 | $67.9 萬 | 0.14% | +198+8.5% | 加碼 |
| Runnymede Capital Advisors, Inc. | 2,530 | $67.9 萬 | 0.65% | −26−1.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 2,532 | $68.0 萬 | 0.18% | +728+40.4% | 加碼 |
| Capital Advantage, Inc. | 2,038 | $68.1 萬 | 0.12% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 2,675 | $68.2 萬 | 0.72% | +655+32.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 2,544 | $68.3 萬 | 0.01% | +37+1.5% | 加碼 |
| Virtue Capital Management, LLC | 2,557 | $68.4 萬 | 0.08% | +281+12.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 2,548 | $68.4 萬 | 0.39% | +120+4.9% | 加碼 |
| Dogwood Wealth Management LLC | 2,551 | $68.5 萬 | 0.36% | +303+13.5% | 加碼 |
| Berry Wealth Group, LP | 2,553 | $68.5 萬 | 0.54% | +611+31.5% | 加碼 |
| W.H. Cornerstone Investments Inc. | 2,556 | $68.6 萬 | 0.47% | +1,150+81.8% | 加碼 |
| Cornerstone Wealth Group, LLC | 2,563 | $68.8 萬 | 0.06% | −162−5.9% | 減碼 |
| YANKCOM Partnership | 2,565 | $68.8 萬 | 0.38% | +35+1.4% | 加碼 |
| Bellecapital International Ltd. | 2,566 | $68.9 萬 | 0.14% | +1,253+95.4% | 加碼 |
| Fortitude Family Office, LLC | 2,571 | $69.0 萬 | 0.25% | −32−1.2% | 減碼 |
| Chemung Canal Trust Co | 2,577 | $69.2 萬 | 0.15% | −118−4.4% | 減碼 |
| Machina Capital S.A.S. | 2,582 | $69.3 萬 | 0.21% | +790+44.1% | 加碼 |
| Root Financial Partners, LLC | 2,589 | $69.5 萬 | 0.07% | +254+10.9% | 加碼 |
| Evermay Wealth Management LLC | 2,591 | $69.5 萬 | 0.09% | −20−0.8% | 減碼 |
| Gryphon Financial Partners LLC | 2,592 | $69.6 萬 | 0.10% | +126+5.1% | 加碼 |
| LeClair Wealth Partners LLC | 2,597 | $69.7 萬 | 0.50% | −53−2.0% | 減碼 |
| Key Financial Inc | 2,602 | $69.8 萬 | 0.15% | +30+1.2% | 加碼 |
| Sentry Investment Management LLC | 2,868 | $70.0 萬 | 0.47% | +500+21.1% | 加碼 |
| Wulff, Hansen & Co. | 2,615 | $70.2 萬 | 0.64% | +1,580+152.7% | 加碼 |
| Three Seasons Wealth, LLC | 2,621 | $70.3 萬 | 0.35% | 00.0% | 不變 |
| Tandem Capital Management Corp | 2,633 | $70.7 萬 | 0.39% | +534+25.4% | 加碼 |
| Heritage Wealth Management, Inc. | 2,635 | $70.7 萬 | 0.24% | +262+11.0% | 加碼 |
| Onefund, LLC | 2,636 | $70.7 萬 | 0.72% | +6+0.2% | 加碼 |
| Zullo Investment Group, Inc. | 2,637 | $70.8 萬 | 0.30% | +244+10.2% | 加碼 |
| Lokken Investment Group LLC | 2,638 | $70.8 萬 | 0.30% | −955−26.6% | 減碼 |
| AdvisorNet Financial, Inc | 2,640 | $70.8 萬 | 0.05% | +106+4.2% | 加碼 |
| Prentice Wealth Management LLC | 2,645 | $71.0 萬 | 0.20% | +60+2.3% | 加碼 |
| Financial Advisory Service, Inc. | 2,648 | $71.1 萬 | 0.06% | +31+1.2% | 加碼 |
| Advisor OS, LLC | 2,662 | $71.4 萬 | 0.08% | +396+17.5% | 加碼 |
| Hartford Funds Management Co LLC | 2,664 | $71.5 萬 | 0.06% | +397+17.5% | 加碼 |
| Crown Wealth Group, LLC | 2,697 | $72.4 萬 | 0.38% | +76+2.9% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,711 | $72.8 萬 | 0.08% | +80+3.0% | 加碼 |
| Nvest Financial, LLC | 2,713 | $72.8 萬 | 0.39% | −93−3.3% | 減碼 |
| SPC Financial, Inc. | 2,721 | $73.0 萬 | 0.06% | −464−14.6% | 減碼 |
| Advisory Alpha, LLC | 2,728 | $73.2 萬 | 0.02% | +271+11.0% | 加碼 |
| ORG Wealth Partners, LLC | 2,712 | $73.3 萬 | 0.23% | +608+28.9% | 加碼 |
| High Note Wealth, LLC | 2,747 | $73.7 萬 | 0.18% | −7−0.3% | 減碼 |
| Abbot Financial Management, Inc. | 2,748 | $73.8 萬 | 0.38% | −50−1.8% | 減碼 |
| Modern Wealth Management, LLC | 2,750 | $73.8 萬 | 0.02% | +714+35.1% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 2,753 | $73.9 萬 | 0.61% | −41−1.5% | 減碼 |
| Proficio Capital Partners LLC | 2,755 | $73.9 萬 | 0.06% | −36−1.3% | 減碼 |
| Aviso Wealth Management | 2,757 | $74.0 萬 | 0.39% | +59+2.2% | 加碼 |
| PFG Advisors | 2,761 | $74.1 萬 | 0.04% | +157+6.0% | 加碼 |
| Roman Butler Fullerton & Co | 2,907 | $74.1 萬 | 0.29% | −2,575−47.0% | 減碼 |
| Cyr Financial Inc. | 2,762 | $74.1 萬 | 0.66% | +100+3.8% | 加碼 |
| BluePath Capital Management, LLC | 2,773 | $74.4 萬 | 0.77% | −1,347−32.7% | 減碼 |
| Parkside Financial Bank & Trust | 2,775 | $74.5 萬 | 0.09% | −90−3.1% | 減碼 |
| Ecofi Investissements SA | 3,250 | $74.6 萬 | 0.47% | +150+4.8% | 加碼 |
| B&L Asset Management LLC | 2,795 | $75.0 萬 | 0.49% | +289+11.5% | 加碼 |
| Soltis Investment Advisors LLC | 2,796 | $75.0 萬 | 0.07% | +303+12.2% | 加碼 |
| West Family Investments, Inc. | 2,816 | $75.6 萬 | 0.28% | 00.0% | 不變 |
| Pier 88 Investment Partners LLC | 2,830 | $75.9 萬 | 0.15% | +2,830 | 新進 |
| S&CO Inc | 2,839 | $76.1 萬 | 0.05% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 2,836 | $76.1 萬 | 0.52% | −337−10.6% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,837 | $76.1 萬 | 0.64% | −38−1.3% | 減碼 |
| Sivia Capital Partners, LLC | 2,852 | $76.5 萬 | 0.36% | +378+15.3% | 加碼 |
| Catalyst Private Wealth, LLC | 2,857 | $76.7 萬 | 0.37% | +461+19.2% | 加碼 |
| Fayez Sarofim & Co | 2,860 | $76.8 萬 | 0.00% | +114+4.2% | 加碼 |
| Krane Funds Advisors LLC | 2,864 | $76.9 萬 | 0.02% | +1,515+112.3% | 加碼 |
| Inscription Capital, LLC | 2,553 | $76.9 萬 | 0.13% | +2,553 | 新進 |
| Sunflower Bank, N.A. | 2,871 | $77.0 萬 | 0.22% | 00.0% | 不變 |
| Smithfield Trust Co | 2,879 | $77.1 萬 | 0.04% | −95−3.2% | 減碼 |
| MBL Wealth, LLC | 2,880 | $77.3 萬 | 0.08% | +1,024+55.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,882 | $77.3 萬 | 0.03% | +996+52.8% | 加碼 |
| Joel Isaacson & Co., LLC | 2,888 | $77.5 萬 | 0.04% | +454+18.7% | 加碼 |
| Leavell Investment Management, Inc. | 2,894 | $77.7 萬 | 0.04% | +426+17.3% | 加碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2,907 | $78.0 萬 | 3.17% | +2,907 | 新進 |