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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 11,698 | $313.9 萬 | 1.48% | +40.0% | 加碼 |
| Buckingham Strategic Partners | 11,692 | $313.8 萬 | 0.05% | +503+4.5% | 加碼 |
| Cohen Investment Advisors LLC | 11,678 | $313.4 萬 | 1.82% | +456+4.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 11,671 | $313.2 萬 | 0.31% | +339+3.0% | 加碼 |
| Harbor Investment Advisory, LLC | 28,281 | $312.5 萬 | 0.30% | −368−1.3% | 減碼 |
| RWM Asset Management, LLC | 11,621 | $311.9 萬 | 0.49% | +568+5.1% | 加碼 |
| Qtron Investments LLC | 11,559 | $310.2 萬 | 0.46% | −945−7.6% | 減碼 |
| True North Advisors, LLC | 11,555 | $310.1 萬 | 0.55% | −2,394−17.2% | 減碼 |
| 180 Wealth Advisors, LLC | 11,512 | $308.9 萬 | 0.49% | +1,173+11.3% | 加碼 |
| Clarius Group, LLC | 11,451 | $307.3 萬 | 0.19% | +1,540+15.5% | 加碼 |
| Garrett Investment Advisors LLC | 11,435 | $306.9 萬 | 0.30% | +933+8.9% | 加碼 |
| Change Path, LLC | 11,391 | $305.7 萬 | 0.09% | +2,400+26.7% | 加碼 |
| IronBridge Private Wealth, LLC | 11,386 | $305.6 萬 | 1.20% | +11,386 | 新進 |
| OMC Financial Services LTD | 11,329 | $304.0 萬 | 1.36% | −61−0.5% | 減碼 |
| Houlihan Financial Resource Group, Ltd. | 11,323 | $303.9 萬 | 1.36% | −384−3.3% | 減碼 |
| SCS Capital Management LLC | 11,228 | $301.3 萬 | 0.04% | +11,228 | 新進 |
| Arete Wealth Advisors, LLC | 11,302 | $301.2 萬 | 0.23% | +6,005+113.4% | 加碼 |
| Pitcairn Co | 11,193 | $300.4 萬 | 0.18% | −712−6.0% | 減碼 |
| Jefferies Financial Group Inc. | 11,186 | $300.2 萬 | 0.05% | −27,255−70.9% | 減碼 |
| Montag A & Associates Inc | 11,138 | $298.9 萬 | 0.15% | +8,890+395.5% | 加碼 |
| Puzo Michael J | 11,124 | $298.5 萬 | 0.86% | +5,548+99.5% | 加碼 |
| Strategic Global Advisors, LLC | 11,074 | $297.2 萬 | 0.59% | +11,074 | 新進 |
| Kovack Advisors, Inc. | 11,054 | $296.6 萬 | 0.31% | +981+9.7% | 加碼 |
| Sachetta, LLC | 11,053 | $296.6 萬 | 1.22% | +35+0.3% | 加碼 |
| Trust Asset Management LLC | 11,033 | $296.1 萬 | 0.24% | −188−1.7% | 減碼 |
| IFP Advisors, Inc | 11,027 | $296.0 萬 | 0.09% | +1,294+13.3% | 加碼 |
| Freemont Management S.A. | 11,000 | $295.2 萬 | 1.16% | +11,000 | 新進 |
| SeaCrest Wealth Management, LLC | 11,000 | $295.2 萬 | 0.33% | −918−7.7% | 減碼 |
| Cabot Wealth Management Inc | 10,981 | $294.7 萬 | 0.38% | +108+1.0% | 加碼 |
| Enterprise Bank & Trust Co | 10,901 | $292.5 萬 | 1.13% | +23+0.2% | 加碼 |
| Cache Advisors, LLC | 10,884 | $292.1 萬 | 1.12% | +1,380+14.5% | 加碼 |
| Alps Advisors Inc | 10,809 | $290.1 萬 | 0.02% | +2,805+35.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 10,763 | $288.8 萬 | 0.15% | +401+3.9% | 加碼 |
| Roundview Capital LLC | 10,757 | $288.7 萬 | 0.21% | −337−3.0% | 減碼 |
| MV Capital Management, Inc. | 10,747 | $288.4 萬 | 0.31% | +542+5.3% | 加碼 |
| Bristlecone Advisors, LLC | 10,742 | $288.3 萬 | 0.24% | +3,566+49.7% | 加碼 |
| Broderick Brian C | 10,696 | $287.0 萬 | 0.58% | +3,932+58.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 10,678 | $286.6 萬 | 1.85% | −1,018−8.7% | 減碼 |
| Impact Asset Management GmbH | 10,610 | $284.7 萬 | 1.12% | −170−1.6% | 減碼 |
| Generali Investments, Management Co LLC | 10,607 | $284.6 萬 | 0.81% | −12,959−55.0% | 減碼 |
| Avestar Capital, LLC | 10,580 | $283.9 萬 | 0.27% | +446+4.4% | 加碼 |
| Fulton Bank, N.A. | 10,556 | $283.3 萬 | 0.11% | +15+0.1% | 加碼 |
| GPM Growth Investors, Inc. | 10,544 | $283.0 萬 | 1.24% | +100+1.0% | 加碼 |
| Westpac Banking Corp | 10,535 | $282.7 萬 | 0.21% | +521+5.2% | 加碼 |
| Birch Hill Investment Advisors LLC | 10,517 | $282.2 萬 | 0.13% | +183+1.8% | 加碼 |
| Sumitomo Life Insurance Co | 10,493 | $281.6 萬 | 0.10% | −161−1.5% | 減碼 |
| Forum Financial Management, LP | 10,477 | $281.2 萬 | 0.05% | −66−0.6% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,454 | $280.5 萬 | 2.23% | +10,454 | 新進 |
| WealthShield Partners, LLC | 10,444 | $280.3 萬 | 0.36% | +1,882+22.0% | 加碼 |
| Cable Hill Partners, LLC | 10,400 | $279.5 萬 | 0.27% | −81−0.8% | 減碼 |
| Great Lakes Retirement, Inc. | 10,366 | $278.2 萬 | 0.36% | +691+7.1% | 加碼 |
| IPG Investment Advisors LLC | 10,362 | $278.1 萬 | 0.63% | −5,661−35.3% | 減碼 |
| KPP Advisory Services LLC | 10,358 | $278.0 萬 | 0.53% | +2,983+40.4% | 加碼 |
| Morningstar Investment Services LLC | 10,348 | $277.7 萬 | 0.51% | −15,403−59.8% | 減碼 |
| Institute for Wealth Management, LLC. | 10,332 | $277.3 萬 | 0.36% | −59−0.6% | 減碼 |
| OV Management LLC | 10,324 | $277.1 萬 | 1.30% | −1,498−12.7% | 減碼 |
| Kestra Investment Management, LLC | 10,323 | $277.0 萬 | 0.09% | +6,632+179.7% | 加碼 |
| Exchange Traded Concepts, LLC | 10,317 | $276.9 萬 | 0.05% | +6,290+156.2% | 加碼 |
| Highland Capital Management, LLC | 10,292 | $276.2 萬 | 0.17% | −2,633−20.4% | 減碼 |
| Pictet North America Advisors SA | 10,287 | $276.1 萬 | 0.28% | +338+3.4% | 加碼 |
| Archford Capital Strategies, LLC | 10,271 | $275.6 萬 | 0.40% | +2,247+28.0% | 加碼 |
| Strategic Advisors LLC | 10,269 | $275.6 萬 | 0.53% | −15,261−59.8% | 減碼 |
| Venturi Wealth Management, LLC | 10,261 | $275.4 萬 | 0.14% | +342+3.4% | 加碼 |
| Mather Group, LLC. | 10,235 | $274.7 萬 | 0.03% | +6,809+198.7% | 加碼 |
| Scharf Investments, LLC | 10,233 | $274.6 萬 | 0.08% | −129−1.2% | 減碼 |
| Point72 Hong Kong Ltd | 10,224 | $274.4 萬 | 0.20% | −4,997−32.8% | 減碼 |
| Moody National Bank Trust Division | 10,215 | $274.1 萬 | 0.29% | +24+0.2% | 加碼 |
| M&G Plc | 10,223 | $274.0 萬 | 0.01% | −3,411−25.0% | 減碼 |
| Segment Wealth Management, LLC | 10,179 | $273.2 萬 | 0.18% | +641+6.7% | 加碼 |
| Sculati Wealth Management, LLC | 10,133 | $271.9 萬 | 1.10% | −10−0.1% | 減碼 |
| Axxcess Wealth Management, LLC | 10,121 | $271.6 萬 | 0.07% | −1,411−12.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 10,121 | $271.6 萬 | 0.54% | +1,051+11.6% | 加碼 |
| Graphene Investments SAS | 10,100 | $271.0 萬 | 1.98% | +1,300+14.8% | 加碼 |
| Joseph Group Capital Management | 10,073 | $270.3 萬 | 1.03% | +1,268+14.4% | 加碼 |
| Perpetual Ltd | 10,022 | $269.0 萬 | 0.03% | +2,097+26.5% | 加碼 |
| Bay Rivers Group | 10,010 | $268.6 萬 | 1.41% | −137−1.4% | 減碼 |
| Penserra Capital Management LLC | 10,015 | $268.6 萬 | 0.05% | −4,834−32.6% | 減碼 |
| Northstar Advisory Group, LLC | 10,006 | $268.5 萬 | 1.75% | +50.0% | 加碼 |
| Columbus Hill Capital Management, L.P. | 10,000 | $268.4 萬 | 0.57% | 00.0% | 不變 |
| Advisors Preferred, LLC | 9,900 | $267.5 萬 | 0.36% | +9,900 | 新進 |
| Aft, Forsyth & Company, Inc. | 9,964 | $267.4 萬 | 1.44% | +100+1.0% | 加碼 |
| Ronald Blue Trust, Inc. | 9,956 | $267.2 萬 | 0.03% | +865+9.5% | 加碼 |
| Nikulski Financial, Inc. | 9,945 | $266.9 萬 | 0.81% | +200+2.1% | 加碼 |
| Unique Wealth, LLC | 9,922 | $266.3 萬 | 0.50% | +2,083+26.6% | 加碼 |
| Norway Savings Bank | 9,846 | $264.2 萬 | 1.50% | +231+2.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 9,826 | $263.7 萬 | 1.20% | −50−0.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 9,786 | $262.6 萬 | 0.05% | −760−7.2% | 減碼 |
| Element Capital Management LLC | 9,712 | $260.6 萬 | 0.65% | +9,712 | 新進 |
| United Bank | 9,698 | $260.3 萬 | 1.08% | +1,430+17.3% | 加碼 |
| Valley National Advisers Inc | 9,644 | $258.7 萬 | 0.47% | +313+3.4% | 加碼 |
| Shorepoint Capital Partners LLC | 9,622 | $258.2 萬 | 0.58% | +957+11.0% | 加碼 |
| Financial Advocates Investment Management | 9,579 | $257.1 萬 | 0.18% | +412+4.5% | 加碼 |
| XTX Topco Ltd | 9,533 | $255.8 萬 | 0.13% | −4,039−29.8% | 減碼 |
| Welch & Forbes LLC | 9,526 | $255.6 萬 | 0.03% | +131+1.4% | 加碼 |
| Missouri Trust & Investment Co | 9,485 | $254.5 萬 | 0.89% | +113+1.2% | 加碼 |
| Eagle Strategies LLC | 9,479 | $254.4 萬 | 0.44% | +7,390+353.8% | 加碼 |
| SageView Advisory Group, LLC | 9,459 | $253.8 萬 | 0.11% | −632−6.3% | 減碼 |
| Paradigm Asset Management Co LLC | 9,450 | $253.6 萬 | 0.67% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 9,436 | $253.2 萬 | 1.61% | −150−1.6% | 減碼 |
| CFC Planning Co LLC | 9,427 | $253.0 萬 | 2.76% | +815+9.5% | 加碼 |