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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 1,703 | $45.7 萬 | 0.13% | +647+61.3% | 加碼 |
| Amussen Hunsaker Associates LLC | 1,709 | $45.9 萬 | 0.06% | −118−6.5% | 減碼 |
| TrueWealth Advisors, LLC | 1,710 | $45.9 萬 | 0.15% | +1,710 | 新進 |
| Encompass Wealth Advisors, LLC | 1,711 | $45.9 萬 | 0.19% | −33−1.9% | 減碼 |
| Triad Wealth Partners, LLC | 1,715 | $46.0 萬 | 0.14% | +26+1.5% | 加碼 |
| Arcataur Capital Management LLC | 1,715 | $46.0 萬 | 0.16% | −130−7.0% | 減碼 |
| IFG Advisors, LLC | 1,715 | $46.0 萬 | 0.09% | +15+0.9% | 加碼 |
| Florida Financial Advisors, LLC | 1,722 | $46.2 萬 | 0.18% | −250−12.7% | 減碼 |
| Diversified Enterprises, LLC | 1,723 | $46.2 萬 | 0.04% | +667+63.2% | 加碼 |
| LJI Wealth Management, LLC | 1,728 | $46.4 萬 | 0.09% | +107+6.6% | 加碼 |
| Impact Capital Partners LLC | 1,730 | $46.4 萬 | 0.17% | −345−16.6% | 減碼 |
| RD Lewis Holdings, Inc. | 1,691 | $46.5 萬 | 0.53% | 00.0% | 不變 |
| Breed's Hill Capital LLC | 1,734 | $46.5 萬 | 0.25% | +42+2.5% | 加碼 |
| Aries Wealth Management | 1,740 | $46.7 萬 | 0.13% | +627+56.3% | 加碼 |
| Delta Financial Group, Inc. | 1,636 | $46.8 萬 | 0.11% | +574+54.0% | 加碼 |
| one8zero8, LLC | 1,748 | $46.9 萬 | 0.11% | +41+2.4% | 加碼 |
| Real Talk Capital, LLC | 1,751 | $47.0 萬 | 0.63% | +94+5.7% | 加碼 |
| Clarity Wealth Advisors, LLC | 1,760 | $47.2 萬 | 0.13% | +40+2.3% | 加碼 |
| Avalon Trust Co | 1,769 | $47.5 萬 | 0.04% | −115−6.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,770 | $47.5 萬 | 0.07% | +240+15.7% | 加碼 |
| Pacific Sage Partners, LLC | 1,773 | $47.6 萬 | 0.11% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 1,776 | $47.7 萬 | 0.03% | 00.0% | 不變 |
| Natural Investments, LLC | 1,783 | $47.8 萬 | 0.14% | +27+1.5% | 加碼 |
| Richardson Financial Services Inc. | 1,788 | $48.0 萬 | 0.37% | +30+1.7% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,791 | $48.1 萬 | 0.17% | −14−0.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 1,793 | $48.1 萬 | 0.04% | −4,226−70.2% | 減碼 |
| Apexium Financial, LP | 1,793 | $48.1 萬 | 0.03% | +146+8.9% | 加碼 |
| Long Run Wealth Advisors, LLC | 1,796 | $48.2 萬 | 0.11% | +255+16.5% | 加碼 |
| Guardian Asset Advisors, LLC | 1,799 | $48.3 萬 | 0.32% | +195+12.2% | 加碼 |
| Ameriflex Group, Inc. | 1,803 | $48.4 萬 | 0.20% | +744+70.3% | 加碼 |
| Oxford Financial Group Ltd | 1,803 | $48.4 萬 | 0.03% | +71+4.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,806 | $48.5 萬 | 0.08% | +6+0.3% | 加碼 |
| Founders Financial Alliance, LLC | 1,808 | $48.5 萬 | 0.12% | +1,808 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,809 | $48.5 萬 | 0.21% | −37−2.0% | 減碼 |
| American National Bank | 1,810 | $48.6 萬 | 0.05% | +225+14.2% | 加碼 |
| Victory Financial Group, LLC | 1,831 | $48.6 萬 | 0.09% | +475+35.0% | 加碼 |
| Aspire Capital Advisors LLC | 1,815 | $48.7 萬 | 0.15% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 1,832 | $49.2 萬 | 0.41% | −33−1.8% | 減碼 |
| Epiq Partners, LLC | 1,833 | $49.2 萬 | 0.26% | +854+87.2% | 加碼 |
| OneAscent Investment Solutions LLC | 1,834 | $49.2 萬 | 0.58% | +1,834 | 新進 |
| Pure Financial Advisors, Inc. | 1,833 | $49.2 萬 | 0.01% | +464+33.9% | 加碼 |
| Wisconsin Wealth Advisors, LLC | 1,834 | $49.2 萬 | 0.71% | −19−1.0% | 減碼 |
| Iams Wealth Management, LLC | 1,836 | $49.3 萬 | 0.23% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,827 | $49.3 萬 | 0.08% | +87+5.0% | 加碼 |
| Rainier Family Wealth Inc | 1,839 | $49.4 萬 | 0.58% | +62+3.5% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,845 | $49.5 萬 | 0.14% | −125−6.3% | 減碼 |
| Seeds Investor LLC | 1,852 | $49.7 萬 | 0.14% | −213−10.3% | 減碼 |
| Aviance Capital Partners, LLC | 1,857 | $49.8 萬 | 0.07% | 00.0% | 不變 |
| Semus Wealth Partners LLC | 1,857 | $49.8 萬 | 0.35% | +66+3.7% | 加碼 |
| Ignite Planners, LLC | 1,851 | $49.8 萬 | 0.10% | +327+21.5% | 加碼 |
| Flagship Wealth Advisors, LLC | 3,754 | $50.0 萬 | 0.21% | +3,736+20,755.6% | 加碼 |
| Stevens Capital Management LP | 1,863 | $50.0 萬 | 0.12% | −5,470−74.6% | 減碼 |
| J. W. Coons Advisors, LLC | 1,878 | $50.4 萬 | 0.13% | +255+15.7% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,883 | $50.5 萬 | 0.05% | +5+0.3% | 加碼 |
| CVA Family Office, LLC | 1,885 | $50.6 萬 | 0.08% | +81+4.5% | 加碼 |
| Jeppson Wealth Management, LLC | 1,889 | $50.7 萬 | 0.19% | +30+1.6% | 加碼 |
| SummitTX Capital, L.P. | 1,894 | $50.8 萬 | 0.02% | +1,894 | 新進 |
| Burk Holdings LLC | 1,899 | $51.0 萬 | 0.38% | +1,899 | 新進 |
| Financial Life Planners | 1,902 | $51.0 萬 | 0.50% | −4−0.2% | 減碼 |
| Davy Global Fund Management Ltd | 1,906 | $51.1 萬 | 0.06% | +1,906 | 新進 |
| Traveka Wealth, LLC | 1,907 | $51.2 萬 | 0.29% | −390−17.0% | 減碼 |
| Tyche Wealth Partners LLC | 1,907 | $51.2 萬 | 0.11% | −112−5.5% | 減碼 |
| Independent Solutions Wealth Management, LLC | 1,908 | $51.2 萬 | 0.11% | −142−6.9% | 減碼 |
| Smith, Moore & Co. | 1,908 | $51.2 萬 | 0.05% | +281+17.3% | 加碼 |
| Battery Global Advisors, LLC | 1,914 | $51.4 萬 | 0.29% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 1,914 | $51.4 萬 | 0.13% | 00.0% | 不變 |
| Howard Wealth Management, LLC | 1,917 | $51.5 萬 | 0.29% | −5−0.3% | 減碼 |
| Meritage Portfolio Management | 1,918 | $51.5 萬 | 0.03% | −18,691−90.7% | 減碼 |
| Investors Research Corp | 1,919 | $51.5 萬 | 0.11% | −229−10.7% | 減碼 |
| Raleigh Capital Management Inc. | 1,926 | $51.7 萬 | 0.23% | −441−18.6% | 減碼 |
| Breakwater Capital Group | 1,926 | $51.7 萬 | 0.09% | +1,074+126.1% | 加碼 |
| Versant Capital Management, Inc | 1,927 | $51.7 萬 | 0.09% | +444+29.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,928 | $51.7 萬 | 0.30% | +1+0.1% | 加碼 |
| Silver Coast Investments LLC | 1,928 | $51.7 萬 | 0.20% | +82+4.4% | 加碼 |
| Golden State Wealth Management, LLC | 1,931 | $51.8 萬 | 0.08% | +370+23.7% | 加碼 |
| Uniting Wealth Partners, LLC | 1,933 | $51.9 萬 | 0.26% | +46+2.4% | 加碼 |
| Tyler-Stone Wealth Management | 1,935 | $51.9 萬 | 0.09% | +468+31.9% | 加碼 |
| Blackhawk Capital Partners LLC. | 1,940 | $52.1 萬 | 0.27% | −112−5.5% | 減碼 |
| Citizens National Bank Trust Department | 1,942 | $52.1 萬 | 0.11% | +18+0.9% | 加碼 |
| KWB Wealth | 1,560 | $52.2 萬 | 0.06% | +93+6.3% | 加碼 |
| Revolve Wealth Partners, LLC | 1,946 | $52.2 萬 | 0.08% | +119+6.5% | 加碼 |
| Milestone Asset Management, LLC | 1,952 | $52.4 萬 | 0.11% | −1,969−50.2% | 減碼 |
| New Republic Capital, LLC | 1,952 | $52.4 萬 | 0.23% | +3+0.2% | 加碼 |
| Persium Advisors, LLC | 1,953 | $52.4 萬 | 0.50% | +134+7.4% | 加碼 |
| Wayfinding Financial, LLC | 1,960 | $52.6 萬 | 0.23% | +189+10.7% | 加碼 |
| Creative Financial Designs Inc | 1,961 | $52.6 萬 | 0.04% | +532+37.2% | 加碼 |
| Oak Ridge Investments LLC | 1,962 | $52.7 萬 | 0.04% | −82−4.0% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,969 | $52.8 萬 | 0.21% | −79−3.9% | 減碼 |
| Pines Wealth Management, LLC | 2,167 | $52.9 萬 | 0.24% | +5+0.2% | 加碼 |
| Focused Wealth Management, Inc | 1,972 | $52.9 萬 | 0.07% | −22−1.1% | 減碼 |
| Kensington Investment Counsel, LLC | 1,972 | $52.9 萬 | 0.24% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 1,981 | $53.2 萬 | 0.40% | +112+6.0% | 加碼 |
| Everpar Advisors LLC | 1,990 | $53.4 萬 | 0.28% | +33+1.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,600 | $53.5 萬 | 0.17% | +9+0.6% | 加碼 |
| Winthrop Advisory Group LLC | 2,000 | $53.7 萬 | 0.06% | +50+2.6% | 加碼 |
| Grace & Mercy Foundation, Inc. | 2,000 | $53.7 萬 | 0.13% | 00.0% | 不變 |
| Corient IA LLC | 2,000 | $53.7 萬 | 0.38% | +2,000 | 新進 |
| Alley Investment Management Company, LLC | 2,000 | $53.7 萬 | 0.07% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 1,999 | $53.7 萬 | 0.33% | −360−15.3% | 減碼 |
| Covenant Partners, LLC | 2,001 | $53.7 萬 | 0.17% | −92−4.4% | 減碼 |