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 2,492 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 | 2,492 | $1,095 億 |
| 2026 年第 1 季 | 2,696 | $1,379 億 |
| 2025 年第 4 季 | 2,959 | $2,019 億 |
| 2025 年第 3 季 | 2,816 | $1,798 億 |
| 2025 年第 2 季 | 2,960 | $2,100 億 |
| 2025 年第 1 季 | 2,956 | $2,091 億 |
| 2024 年第 4 季 | 3,110 | $2,587 億 |
| 2024 年第 3 季 | 2,657 | $2,091 億 |
| 2024 年第 2 季 | 2,630 | $1,988 億 |
| 2024 年第 1 季 | 2,769 | $2,357 億 |
| 2023 年第 4 季 | 2,601 | $2,048 億 |
| 2023 年第 3 季 | 2,294 | $1,551 億 |
| 2023 年第 2 季 | 2,301 | $1,617 億 |
| 2023 年第 1 季 | 2,183 | $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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 1,465 | $39.3 萬 | 0.03% | −9,775−87.0% | 減碼 |
| Beacon Capital Management, LLC | 1,467 | $39.4 萬 | 0.05% | +24+1.7% | 加碼 |
| Tower Wealth Partners, Inc. | 1,470 | $39.4 萬 | 0.21% | +603+69.6% | 加碼 |
| Muirfield Wealth Advisors LLC | 1,477 | $39.6 萬 | 0.34% | +20+1.4% | 加碼 |
| Balboa Wealth Partners | 1,485 | $39.9 萬 | 0.10% | −248−14.3% | 減碼 |
| Waddell & Associates, LLC | 1,488 | $39.9 萬 | 0.05% | 00.0% | 不變 |
| DC Investments Management, LLC | 1,491 | $40.0 萬 | 0.21% | +50+3.5% | 加碼 |
| Alteri Wealth LLC | 1,493 | $40.1 萬 | 0.18% | +24+1.6% | 加碼 |
| Opes Wealth Management LLC | 1,495 | $40.1 萬 | 0.08% | +225+17.7% | 加碼 |
| TFR Capital, LLC. | 1,495 | $40.1 萬 | 0.17% | +1,495 | 新進 |
| Retirement Income Solutions, Inc | 1,496 | $40.1 萬 | 0.08% | 00.0% | 不變 |
| Keystone Financial Group | 1,498 | $40.2 萬 | 0.04% | −8−0.5% | 減碼 |
| Harbor Advisors LLC | 1,500 | $40.3 萬 | 0.07% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 1,500 | $40.3 萬 | 0.01% | 00.0% | 不變 |
| Fairvoy Private Wealth, LLC | 1,503 | $40.3 萬 | 0.11% | −1,440−48.9% | 減碼 |
| Ssi Investment Management LLC | 1,512 | $40.6 萬 | 0.03% | −1−0.1% | 減碼 |
| American Alpha Advisors, LLC | 1,512 | $40.6 萬 | 0.36% | +1,512 | 新進 |
| Sunpointe, LLC | 1,513 | $40.6 萬 | 0.22% | −225−12.9% | 減碼 |
| 4WEALTH Advisors, Inc. | 1,517 | $40.7 萬 | 0.45% | +161+11.9% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,520 | $40.8 萬 | 0.11% | −23−1.5% | 減碼 |
| Colonial River Wealth Management, LLC | 1,520 | $40.8 萬 | 0.22% | −991−39.5% | 減碼 |
| Allen Capital Group, LLC | 1,521 | $40.8 萬 | 0.05% | +401+35.8% | 加碼 |
| First Financial Corp | 1,522 | $40.8 萬 | 0.20% | −50−3.2% | 減碼 |
| RiverGlades Family Offices LLC | 1,525 | $40.9 萬 | 0.29% | 00.0% | 不變 |
| Beacon Financial Group | 1,526 | $41.0 萬 | 0.04% | +6+0.4% | 加碼 |
| Madison Park Capital Advisors, LLC | 1,530 | $41.1 萬 | 0.36% | +30+2.0% | 加碼 |
| BluePointe Capital Management, LLC | 1,531 | $41.1 萬 | 0.16% | +465+43.6% | 加碼 |
| CVFG LLC | 1,533 | $41.1 萬 | 0.37% | +122+8.6% | 加碼 |
| Pioneer Wealth Management Group | 1,535 | $41.2 萬 | 0.18% | +1,535 | 新進 |
| Sandy Cove Advisors, LLC | 1,539 | $41.3 萬 | 0.17% | +90+6.2% | 加碼 |
| ASB Consultores, LLC | 1,540 | $41.3 萬 | 0.27% | −576−27.2% | 減碼 |
| Howard Financial Services, Ltd. | 1,541 | $41.4 萬 | 0.06% | +125+8.8% | 加碼 |
| Cypress Point Wealth Management, LLC | 1,543 | $41.4 萬 | 0.13% | 00.0% | 不變 |
| Kingsman Wealth Management, Inc. | 1,543 | $41.4 萬 | 0.30% | +1,543 | 新進 |
| Cobblestone Capital Advisors LLC | 1,544 | $41.4 萬 | 0.02% | +93+6.4% | 加碼 |
| Brown Financial Advisors | 1,547 | $41.5 萬 | 0.17% | +206+15.4% | 加碼 |
| Dougherty Wealth Advisers LLC | 1,549 | $41.6 萬 | 0.31% | 00.0% | 不變 |
| Herold Advisors, Inc. | 1,550 | $41.6 萬 | 0.09% | +1,550 | 新進 |
| Telos Capital Management, Inc. | 1,553 | $41.7 萬 | 0.05% | −235−13.1% | 減碼 |
| Smith Thornton Advisors LLC | 1,555 | $41.7 萬 | 0.26% | +93+6.4% | 加碼 |
| JB Capital LLC | 1,556 | $41.7 萬 | 0.02% | +13+0.8% | 加碼 |
| Kennedy Investment Group | 1,556 | $41.8 萬 | 0.19% | +615+65.4% | 加碼 |
| American State Bank (Iowa) | 1,557 | $41.8 萬 | 0.25% | +312+25.1% | 加碼 |
| Drake & Associates, LLC | 1,558 | $41.8 萬 | 0.12% | +98+6.7% | 加碼 |
| Traynor Capital Management, Inc. | 1,558 | $41.8 萬 | 0.04% | +157+11.2% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 1,564 | $42.0 萬 | 0.26% | +450+40.4% | 加碼 |
| Reliant Investment Partners, LLC | 1,565 | $42.0 萬 | 0.43% | −25−1.6% | 減碼 |
| Beck Bode, LLC | 1,568 | $42.1 萬 | 0.08% | −331−17.4% | 減碼 |
| Andina Capital Management, LLC | 1,574 | $42.2 萬 | 0.30% | +1,574 | 新進 |
| Wakefield Asset Management LLLP | 1,575 | $42.3 萬 | 0.13% | +1,575 | 新進 |
| JSF Financial, LLC | 1,577 | $42.3 萬 | 0.11% | +5+0.3% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,578 | $42.3 萬 | 0.70% | −12−0.8% | 減碼 |
| Caitong International Asset Management Co., Ltd | 1,582 | $42.5 萬 | 0.32% | +843+114.1% | 加碼 |
| LRI Investments, LLC | 24,791 | $42.5 萬 | 0.04% | +311+1.3% | 加碼 |
| Canton Hathaway, LLC | 1,588 | $42.6 萬 | 0.09% | 00.0% | 不變 |
| Stonebridge Financial Planning Group, LLC | 1,589 | $42.6 萬 | 0.19% | +80+5.3% | 加碼 |
| Berkeley Capital Partners, LLC | 1,591 | $42.7 萬 | 0.12% | +67+4.4% | 加碼 |
| Bull Oak Capital, LLC | 1,596 | $42.8 萬 | 0.23% | +1,596 | 新進 |
| FSB Premier Wealth Management, Inc. | 1,607 | $43.1 萬 | 0.17% | +427+36.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,609 | $43.2 萬 | 0.14% | −126−7.3% | 減碼 |
| OneAscent Wealth Management LLC | 1,611 | $43.2 萬 | 0.19% | +391+32.0% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 1,610 | $43.2 萬 | 0.12% | +712+79.3% | 加碼 |
| Lionshead Wealth Management, LLC | 1,613 | $43.3 萬 | 0.45% | −160−9.0% | 減碼 |
| IFC Advisors LLC | 1,617 | $43.4 萬 | 0.09% | −2,000−55.3% | 減碼 |
| Claret Asset Management Corp | – | $43.4 萬 | 0.06% | – | – |
| Compass Capital Corp | 1,701 | $43.5 萬 | 0.23% | +1,085+176.1% | 加碼 |
| H&H Retirement Design & Management INC | 1,840 | $43.5 萬 | 0.29% | +2+0.1% | 加碼 |
| Pathway Financial Advisors LLC | 1,621 | $43.5 萬 | 0.08% | 00.0% | 不變 |
| Olistico Wealth, LLC | 1,622 | $43.5 萬 | 0.27% | 00.0% | 不變 |
| Fullerton Fund Management Co Ltd. | 1,622 | $43.5 萬 | 0.03% | +1,622 | 新進 |
| V2 Financial group LLC | 1,628 | $43.7 萬 | 0.28% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 1,630 | $43.8 萬 | 0.09% | +9+0.6% | 加碼 |
| Stock Yards Bank & Trust Co | 1,632 | $43.8 萬 | 0.02% | −50−3.0% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 1,632 | $43.8 萬 | 0.35% | +344+26.7% | 加碼 |
| Greenfield Savings Bank | 1,633 | $43.8 萬 | 0.21% | +239+17.1% | 加碼 |
| Mattern Wealth Management LLC | 1,635 | $43.9 萬 | 0.10% | +21+1.3% | 加碼 |
| Gries Financial LLC | 1,636 | $43.9 萬 | 0.09% | +245+17.6% | 加碼 |
| Armis Advisers, LLC | 1,634 | $43.9 萬 | 0.04% | +1,634 | 新進 |
| Welch Group, LLC | 1,630 | $44.0 萬 | 0.02% | +71+4.6% | 加碼 |
| McDonald Partners LLC | 1,642 | $44.1 萬 | 0.11% | +844+105.8% | 加碼 |
| Smith Group Asset Management, LLC | 1,650 | $44.3 萬 | 0.03% | +770+87.5% | 加碼 |
| Green Harvest Asset Management LLC | 1,652 | $44.3 萬 | 0.01% | −10,484−86.4% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 1,654 | $44.4 萬 | 0.01% | +81+5.1% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,660 | $44.5 萬 | 0.21% | −108−6.1% | 減碼 |
| Avenue 1 Advisors, LLC | 1,662 | $44.6 萬 | 0.17% | +187+12.7% | 加碼 |
| Fort Point Capital Partners LLC | 1,663 | $44.6 萬 | 0.05% | −456−21.5% | 減碼 |
| Wedge Capital Management L L P | 1,663 | $44.6 萬 | 0.01% | +37+2.3% | 加碼 |
| Corps Capital Advisors, LLC | 1,668 | $44.8 萬 | 0.47% | +14+0.8% | 加碼 |
| Smith Anglin Financial, LLC | 1,669 | $44.8 萬 | 0.05% | +868+108.4% | 加碼 |
| SlateStone Wealth, LLC | 1,668 | $44.8 萬 | 0.04% | −8−0.5% | 減碼 |
| Balanced Rock Investment Advisor | 1,672 | $44.9 萬 | 0.36% | −35−2.1% | 減碼 |
| Legacy Edge Advisors, LLC | 1,672 | $44.9 萬 | 0.07% | +7+0.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 1,677 | $45.0 萬 | 0.09% | +93+5.9% | 加碼 |
| Ramiah Investment Group | 1,678 | $45.0 萬 | 0.43% | −217−11.5% | 減碼 |
| Morling Financial Advisors, LLC | 1,685 | $45.2 萬 | 0.16% | +346+25.8% | 加碼 |
| Stokes Family Office, LLC | 1,690 | $45.3 萬 | 0.05% | +30+1.8% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 1,690 | $45.4 萬 | 0.35% | −20−1.2% | 減碼 |
| HCR Wealth Advisors | 1,691 | $45.4 萬 | 0.06% | +348+25.9% | 加碼 |
| Jacobsen Capital Management | 1,698 | $45.6 萬 | 0.20% | +52+3.2% | 加碼 |
| BTG Pactual Asset Management US LLC | 1,703 | $45.7 萬 | 0.06% | −6,599−79.5% | 減碼 |