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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 4,412 | $112.5 萬 | 0.51% | −377−7.9% | 減碼 |
| Byrne Asset Management LLC | 4,196 | $112.6 萬 | 0.84% | +127+3.1% | 加碼 |
| Sargent Investment Group, LLC | 4,202 | $112.8 萬 | 0.18% | −51−1.2% | 減碼 |
| Visionary Wealth Advisors | 4,205 | $112.8 萬 | 0.07% | +539+14.7% | 加碼 |
| Lebenthal Global Advisors, LLC | 4,206 | $112.9 萬 | 0.21% | −695−14.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,211 | $113.0 萬 | 0.08% | +370+9.6% | 加碼 |
| Bridgewater Advisors Inc. | 4,223 | $113.1 萬 | 0.10% | +4,223 | 新進 |
| Terry L. Blaker | 4,216 | $113.1 萬 | 0.05% | −11−0.3% | 減碼 |
| Aviso Financial Inc. | 4,223 | $113.3 萬 | 0.06% | −1,277−23.2% | 減碼 |
| Aprio Wealth Management, LLC | 4,227 | $113.4 萬 | 0.14% | +282+7.1% | 加碼 |
| Trust Point Inc. | 4,234 | $113.6 萬 | 0.10% | −2,148−33.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,245 | $113.9 萬 | 0.09% | +726+20.6% | 加碼 |
| Greystone Financial Group, LLC | 4,252 | $114.1 萬 | 0.21% | +1,421+50.2% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,254 | $114.2 萬 | 0.31% | +376+9.7% | 加碼 |
| HWG Holdings LP | 4,269 | $114.6 萬 | 0.51% | −1,396−24.6% | 減碼 |
| Diligent Investors, LLC | 4,283 | $114.9 萬 | 0.28% | +101+2.4% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 4,288 | $115.1 萬 | 0.57% | +97+2.3% | 加碼 |
| Bank Ozk | 4,288 | $115.1 萬 | 0.48% | −87−2.0% | 減碼 |
| Sterling Investment Counsel, LLC | 4,316 | $115.8 萬 | 0.40% | +3,174+277.9% | 加碼 |
| JNBA Financial Advisors | 4,327 | $116.1 萬 | 0.12% | +2,564+145.4% | 加碼 |
| Fire Capital Management LLC | 4,331 | $116.2 萬 | 0.85% | +365+9.2% | 加碼 |
| Capula Management Ltd | 4,333 | $116.3 萬 | 0.01% | +1,440+49.8% | 加碼 |
| Boothbay Fund Management, LLC | 4,335 | $116.3 萬 | 0.04% | −65,681−93.8% | 減碼 |
| Copperleaf Capital, LLC | 4,342 | $116.5 萬 | 0.70% | −59−1.3% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 4,355 | $116.9 萬 | 0.61% | −23−0.5% | 減碼 |
| Marcum Wealth, LLC | 4,369 | $117.2 萬 | 0.10% | +1,032+30.9% | 加碼 |
| BancorpSouth Bank | 4,372 | $117.3 萬 | 0.08% | +4,372 | 新進 |
| Sage Mountain Advisors LLC | 4,390 | $117.8 萬 | 0.09% | −234−5.1% | 減碼 |
| Westover Capital Advisors, LLC | 4,392 | $117.9 萬 | 0.26% | +2,173+97.9% | 加碼 |
| Michael B. Yongue | 4,393 | $117.9 萬 | 1.50% | +232+5.6% | 加碼 |
| Raelipskie Partnership | 4,402 | $118.1 萬 | 0.61% | −257−5.5% | 減碼 |
| Fairscale Capital, LLC | 4,404 | $118.2 萬 | 1.07% | +87+2.0% | 加碼 |
| Interchange Capital Partners, LLC | 4,418 | $118.6 萬 | 0.33% | +352+8.7% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 4,434 | $119.0 萬 | 0.09% | +45+1.0% | 加碼 |
| Prostatis Group LLC | 4,437 | $119.1 萬 | 0.38% | +292+7.0% | 加碼 |
| Accurate Wealth Management, LLC | 4,676 | $119.4 萬 | 0.23% | +336+7.7% | 加碼 |
| VCI Wealth Management LLC | 4,461 | $119.7 萬 | 0.50% | +4,461 | 新進 |
| Nabity-Jensen Investment Management Inc | 4,464 | $119.8 萬 | 0.95% | +24+0.5% | 加碼 |
| Secured Retirement Advisors, LLC | 4,466 | $119.8 萬 | 0.77% | +4,466 | 新進 |
| Capital Advisors Wealth Management, LLC | 4,467 | $119.9 萬 | 0.21% | −970−17.8% | 減碼 |
| Montecito Bank & Trust | 4,473 | $120.0 萬 | 0.21% | +203+4.8% | 加碼 |
| First United Bank Trust | 4,475 | $120.1 萬 | 0.45% | −64−1.4% | 減碼 |
| Brucke Financial, Inc. | 4,479 | $120.4 萬 | 1.05% | +237+5.6% | 加碼 |
| Meridian Financial Partners LLC | 4,492 | $120.5 萬 | 0.61% | +78+1.8% | 加碼 |
| Arjuna Capital | 4,511 | $121.1 萬 | 0.34% | −185−3.9% | 減碼 |
| First Citizens Bank & Trust Co | 4,512 | $121.1 萬 | 0.03% | +39+0.9% | 加碼 |
| Bordeaux Wealth Advisors LLC | 4,518 | $121.2 萬 | 0.22% | −146−3.1% | 減碼 |
| Quantum Private Wealth, LLC | 4,565 | $122.5 萬 | 0.46% | −52−1.1% | 減碼 |
| Cornercap Investment Counsel Inc | 4,566 | $122.5 萬 | 0.64% | −60−1.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,571 | $122.7 萬 | 0.48% | +370+8.8% | 加碼 |
| Gardner Lewis Asset Management L P | 4,575 | $122.8 萬 | 0.30% | −2,830−38.2% | 減碼 |
| Texas Yale Capital Corp. | 4,581 | $122.9 萬 | 0.05% | +30+0.7% | 加碼 |
| Emprise Bank | 4,604 | $123.6 萬 | 0.66% | −24−0.5% | 減碼 |
| Sym Financial Corp | 4,649 | $124.8 萬 | 0.15% | −232−4.8% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $124.8 萬 | 0.79% | +600+14.8% | 加碼 |
| Country Club Bank | 4,648 | $125.5 萬 | 0.08% | +33+0.7% | 加碼 |
| Allred Capital Management, LLC | 4,681 | $125.6 萬 | 0.50% | +287+6.5% | 加碼 |
| Dearborn Partners LLC | 4,691 | $125.9 萬 | 0.06% | −112−2.3% | 減碼 |
| VELA Investment Management, LLC | 4,692 | $125.9 萬 | 0.43% | −36−0.8% | 減碼 |
| Carmel Capital Partners, LLC | 4,697 | $126.0 萬 | 0.50% | +262+5.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,700 | $126.1 萬 | 0.07% | −467−9.0% | 減碼 |
| Westside Investment Management, Inc. | 4,697 | $126.2 萬 | 0.27% | −100−2.1% | 減碼 |
| Morangie Management LLC | 4,706 | $126.3 萬 | 1.24% | −828−15.0% | 減碼 |
| Valley Brook Capital Group | 4,709 | $126.4 萬 | 0.99% | −25−0.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,726 | $126.8 萬 | 0.17% | −312−6.2% | 減碼 |
| 626 Financial, LLC | 4,736 | $127.1 萬 | 0.65% | +2,651+127.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,737 | $127.1 萬 | 0.10% | +73+1.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 4,722 | $127.2 萬 | 0.34% | −543−10.3% | 減碼 |
| Gallagher Capital Advisors, LLC | 4,753 | $127.5 萬 | 0.97% | +106+2.3% | 加碼 |
| Options Solutions, LLC | 4,755 | $127.6 萬 | 0.61% | −45−0.9% | 減碼 |
| Dohj, LLC | 4,761 | $127.8 萬 | 0.29% | −681−12.5% | 減碼 |
| Capital Performance Advisors LLP | 4,774 | $128.1 萬 | 0.28% | +2,786+140.1% | 加碼 |
| Argus Investors' Counsel, Inc. | 4,783 | $128.4 萬 | 0.98% | +71+1.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 4,790 | $128.5 萬 | 0.10% | −131−2.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 4,790 | $128.5 萬 | 0.18% | +3,582+296.5% | 加碼 |
| HM Payson & Co | 4,793 | $128.6 萬 | 0.02% | +155+3.3% | 加碼 |
| CNB Bank | 4,808 | $129.0 萬 | 0.65% | +107+2.3% | 加碼 |
| bLong Financial, LLC | 4,824 | $129.5 萬 | 1.15% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 4,848 | $130.1 萬 | 0.00% | −408−7.8% | 減碼 |
| Essex Savings Bank | 4,879 | $130.9 萬 | 0.32% | +304+6.6% | 加碼 |
| Navellier & Associates Inc | 4,830 | $131.7 萬 | 0.18% | −18−0.4% | 減碼 |
| Invera Wealth Advisors, LLC | 4,921 | $132.1 萬 | 0.85% | −713−12.7% | 減碼 |
| Keystone Investors Pte Ltd | 4,929 | $132.3 萬 | 0.19% | −126,429−96.2% | 減碼 |
| Viawealth, LLC | 4,930 | $132.3 萬 | 0.82% | −181−3.5% | 減碼 |
| Pictet Bank & Trust Ltd | 4,932 | $132.4 萬 | 1.62% | −180−3.5% | 減碼 |
| Simon Quick Advisors, LLC | 4,941 | $132.6 萬 | 0.08% | +715+16.9% | 加碼 |
| Journey Strategic Wealth LLC | 4,948 | $132.8 萬 | 0.05% | +1,270+34.5% | 加碼 |
| Cypress Capital Group | 4,966 | $133.3 萬 | 0.17% | −50−1.0% | 減碼 |
| Alta Advisers Ltd | 4,970 | $133.4 萬 | 0.57% | +1,800+56.8% | 加碼 |
| Moody Lynn & Lieberson, LLC | 4,996 | $134.1 萬 | 0.09% | −10−0.2% | 減碼 |
| CastleKnight Management LP | 5,000 | $134.2 萬 | 0.14% | +2,600+108.3% | 加碼 |
| Union Square Park Capital Management, LLC | 5,000 | $134.2 萬 | 1.48% | +5,000 | 新進 |
| One Madison Group LLC | 5,000 | $134.2 萬 | 0.18% | +5,000 | 新進 |
| Sapient Capital LLC | 5,009 | $134.4 萬 | 0.03% | −172−3.3% | 減碼 |
| Chemistry Wealth Management LLC | 5,011 | $134.5 萬 | 0.31% | −44−0.9% | 減碼 |
| Confluence Wealth Services, Inc. | 5,373 | $134.6 萬 | 0.08% | +3,227+150.4% | 加碼 |
| Fjell Capital, LLC | 5,018 | $134.7 萬 | 1.37% | +286+6.0% | 加碼 |
| Moore Capital Management, LP | 5,030 | $135.0 萬 | 0.05% | −58,281−92.1% | 減碼 |
| Etesian Wealth Advisors, Inc. | 5,038 | $135.2 萬 | 0.58% | −17−0.3% | 減碼 |
| ProVise Management Group, LLC | 5,059 | $135.8 萬 | 0.12% | −106−2.1% | 減碼 |