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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 9,417 | $252.7 萬 | 0.13% | +2,390+34.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,416 | $252.7 萬 | 0.39% | +560+6.3% | 加碼 |
| Maytus Capital Management, LLC | 9,371 | $251.5 萬 | 0.77% | −19,629−67.7% | 減碼 |
| Sowell Financial Services LLC | 9,345 | $250.8 萬 | 0.11% | +9,345 | 新進 |
| Private Trust Co NA | 9,344 | $250.8 萬 | 0.26% | +756+8.8% | 加碼 |
| Davidson Capital Management Inc. | 9,339 | $250.6 萬 | 0.68% | −3,850−29.2% | 減碼 |
| Aperture Investors, LLC | 9,338 | $250.6 萬 | 0.38% | −5,277−36.1% | 減碼 |
| Voya Financial Advisors, Inc. | 9,281 | $250.6 萬 | 0.28% | −169−1.8% | 減碼 |
| Keeler Thomas Management LLC | 9,331 | $250.4 萬 | 1.23% | −5,013−34.9% | 減碼 |
| Cigna Investments Inc | 9,330 | $250.4 萬 | 0.47% | −206−2.2% | 減碼 |
| Processus Wealth & Capital Management, LLC | 9,325 | $250.2 萬 | 2.13% | +64+0.7% | 加碼 |
| Connable Office Inc | 9,320 | $250.1 萬 | 0.27% | −143−1.5% | 減碼 |
| Naviter Wealth, LLC | 9,231 | $249.2 萬 | 0.30% | +42+0.5% | 加碼 |
| HighVista Strategies LLC | 9,285 | $249.2 萬 | 0.96% | −300−3.1% | 減碼 |
| Boltwood Capital Management | 9,265 | $248.6 萬 | 0.76% | −183−1.9% | 減碼 |
| Principle Wealth Partners LLC | 9,259 | $248.5 萬 | 0.18% | +50+0.5% | 加碼 |
| Aft, Forsyth & Sober, LLC | 9,250 | $248.2 萬 | 0.87% | +100+1.1% | 加碼 |
| Secure Asset Management, LLC | 9,244 | $248.1 萬 | 0.50% | +1,893+25.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 9,230 | $247.7 萬 | 0.09% | −85−0.9% | 減碼 |
| Good Life Advisors, LLC | 9,190 | $246.6 萬 | 0.17% | +7,401+413.7% | 加碼 |
| Smartleaf Asset Management LLC | 9,098 | $245.6 萬 | 0.24% | +352+4.0% | 加碼 |
| Invst, LLC | 9,150 | $245.6 萬 | 0.34% | −8,268−47.5% | 減碼 |
| Sphera Funds Management Ltd. | 9,100 | $244.2 萬 | 0.60% | +9,100 | 新進 |
| DSG Capital Advisors, LLC | 9,089 | $243.9 萬 | 0.49% | −593−6.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,055 | $243.0 萬 | 0.03% | −877−8.8% | 減碼 |
| Little House Capital LLC | 9,045 | $242.7 萬 | 0.67% | +411+4.8% | 加碼 |
| Inspire Trust Co, N.A. | 9,000 | $241.5 萬 | 0.57% | +3,500+63.6% | 加碼 |
| L.M. Kohn & Company | 8,989 | $241.2 萬 | 0.63% | +626+7.5% | 加碼 |
| Howard Capital Management Inc. | 8,971 | $240.7 萬 | 0.06% | +2,681+42.6% | 加碼 |
| Diversify Advisory Services, LLC | 8,977 | $240.4 萬 | 0.15% | +1,619+22.0% | 加碼 |
| Citizens & Northern Corp | 8,913 | $239.2 萬 | 0.67% | −123−1.4% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 8,901 | $238.9 萬 | 0.68% | −253−2.8% | 減碼 |
| UBS Oconnor LLC | 8,896 | $238.7 萬 | 0.06% | −25,000−73.8% | 減碼 |
| Wealth Alliance | 8,849 | $237.5 萬 | 0.29% | +1,035+13.2% | 加碼 |
| RMR Wealth Builders | 8,833 | $237.0 萬 | 0.25% | +623+7.6% | 加碼 |
| Herbst Group, LLC | 8,810 | $236.4 萬 | 1.67% | −200−2.2% | 減碼 |
| Boomfish Wealth Group, LLC | 8,807 | $236.3 萬 | 1.53% | −84−0.9% | 減碼 |
| Centiva Capital, LP | 8,798 | $236.1 萬 | 0.14% | +8,123+1,203.4% | 加碼 |
| Carmignac Gestion | 8,792 | $235.9 萬 | 0.04% | +4,107+87.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 8,788 | $235.8 萬 | 0.19% | +1,008+13.0% | 加碼 |
| First County Bank | 8,745 | $234.7 萬 | 1.30% | +3,878+79.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,738 | $234.5 萬 | 0.06% | +2,672+44.0% | 加碼 |
| Triangle Securities Wealth Management | 8,719 | $234.0 萬 | 0.60% | −53−0.6% | 減碼 |
| Chicago Partners Investment Group LLC | 8,382 | $233.2 萬 | 0.08% | +466+5.9% | 加碼 |
| Sender Co & Partners, Inc. | 8,688 | $233.2 萬 | 1.73% | +8,688 | 新進 |
| Coastal Bridge Advisors, LLC | 8,673 | $232.8 萬 | 0.33% | +7,889+1,006.3% | 加碼 |
| Kampmann Melissa S. | 8,609 | $231.0 萬 | 1.83% | +150+1.8% | 加碼 |
| Agate Pass Investment Management, LLC | 8,585 | $230.4 萬 | 0.99% | +1,364+18.9% | 加碼 |
| Skopos Labs, Inc. | 8,544 | $229.3 萬 | 0.50% | +950+12.5% | 加碼 |
| Resonant Capital Advisors, LLC | 8,528 | $228.9 萬 | 0.16% | +569+7.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 8,510 | $228.4 萬 | 0.13% | +1,082+14.6% | 加碼 |
| Nelson Capital Management, LLC | 8,494 | $227.9 萬 | 0.39% | +312+3.8% | 加碼 |
| Burns J W & Co Inc | 8,493 | $227.9 萬 | 0.30% | −502−5.6% | 減碼 |
| Bridgeway Capital Management, LLC | 8,470 | $227.3 萬 | 0.06% | +3,970+88.2% | 加碼 |
| Smith, Salley & Associates | 8,466 | $227.2 萬 | 0.15% | +3,024+55.6% | 加碼 |
| Stonegate Investment Group, LLC | 8,444 | $226.6 萬 | 0.06% | +67+0.8% | 加碼 |
| Verde Capital Management | 8,437 | $226.4 萬 | 0.64% | +286+3.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 8,434 | $226.3 萬 | 0.06% | −376−4.3% | 減碼 |
| Shepherd Financial Partners LLC | 8,392 | $225.2 萬 | 0.26% | +62+0.7% | 加碼 |
| Dover Advisors, LLC | 8,390 | $225.2 萬 | 0.98% | +1,651+24.5% | 加碼 |
| Adviser Investments LLC | 8,375 | $224.8 萬 | 0.03% | −2,651−24.0% | 減碼 |
| StoneX Group Inc. | 8,328 | $223.5 萬 | 0.12% | +518+6.6% | 加碼 |
| Wealthspire Advisors, LLC | 8,324 | $223.4 萬 | 0.01% | +426+5.4% | 加碼 |
| Sofos Investments, Inc. | 8,310 | $223.0 萬 | 0.49% | +8,310 | 新進 |
| LifePlan Financial, LLC | 8,294 | $222.6 萬 | 1.94% | +9+0.1% | 加碼 |
| Compton Wealth Advisory Group, LLC | 8,289 | $222.4 萬 | 0.62% | +122+1.5% | 加碼 |
| Graypoint LLC | 8,265 | $221.8 萬 | 0.14% | −105−1.3% | 減碼 |
| Polen Capital Management LLC | 8,257 | $221.6 萬 | 0.01% | −11,325−57.8% | 減碼 |
| Quest Partners LLC | 8,253 | $221.5 萬 | 0.24% | +5,821+239.4% | 加碼 |
| Twinbeech Capital LP | 8,190 | $219.8 萬 | 0.04% | −8,830−51.9% | 減碼 |
| Power Wealth Management LLC | 8,142 | $218.5 萬 | 0.88% | +181+2.3% | 加碼 |
| DeDora Capital, Inc. | 8,125 | $218.0 萬 | 0.63% | +46+0.6% | 加碼 |
| Congress Park Capital LLC | 8,123 | $218.0 萬 | 0.83% | −314−3.7% | 減碼 |
| Axq Capital, LP | 8,101 | $217.4 萬 | 0.87% | +5,990+283.8% | 加碼 |
| Elmwood Wealth Management, Inc. | 8,077 | $216.8 萬 | 0.89% | −85−1.0% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,055 | $216.2 萬 | 0.77% | +146+1.8% | 加碼 |
| Charter Research & Investment Group, Inc. | 8,052 | $216.1 萬 | 1.65% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 8,050 | $216.0 萬 | 0.52% | −270−3.2% | 減碼 |
| Connective Capital Management, LLC | 7,989 | $214.4 萬 | 1.97% | +7,989 | 新進 |
| Peterson Wealth Management | 7,987 | $214.3 萬 | 1.44% | +262+3.4% | 加碼 |
| Chickasaw Capital Management LLC | 7,980 | $214.2 萬 | 0.08% | −185−2.3% | 減碼 |
| CMT Capital Markets Trading GmbH | 7,975 | $214.0 萬 | 0.88% | +7,975 | 新進 |
| Rice Partnership, LLC | 7,942 | $213.1 萬 | 0.44% | +7,942 | 新進 |
| Bell Bank | 7,940 | $213.1 萬 | 0.12% | −657−7.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 7,930 | $212.8 萬 | 0.20% | +30.0% | 加碼 |
| South Dakota Investment Council | 7,928 | $212.8 萬 | 0.04% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 7,923 | $212.8 萬 | 0.19% | +108+1.4% | 加碼 |
| FOCUS Wealth Advisors, LLC | 7,890 | $211.7 萬 | 1.17% | −197−2.4% | 減碼 |
| Heritage Trust Co | 7,876 | $211.4 萬 | 0.26% | +1,269+19.2% | 加碼 |
| Signet Financial Management, LLC | 7,874 | $211.3 萬 | 0.29% | −126−1.6% | 減碼 |
| Steinberg Asset Management LLC | 7,843 | $210.5 萬 | 1.71% | +1,523+24.1% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,830 | $210.1 萬 | 0.24% | +65+0.8% | 加碼 |
| Pinnacle Holdings, LLC | 7,812 | $209.6 萬 | 0.80% | −417−5.1% | 減碼 |
| Field & Main Bank | 7,812 | $209.6 萬 | 0.74% | +20.0% | 加碼 |
| Ascent Wealth Partners, LLC | 7,775 | $208.7 萬 | 0.28% | +157+2.1% | 加碼 |
| Jamison Private Wealth Management, Inc. | 7,765 | $208.4 萬 | 0.32% | +24+0.3% | 加碼 |
| PFC Capital Group, Inc. | 7,764 | $208.3 萬 | 1.05% | −106−1.3% | 減碼 |
| SWP Investment Management LLC | 7,756 | $208.1 萬 | 2.60% | +7,756 | 新進 |
| Belpointe Asset Management LLC | 7,735 | $207.7 萬 | 0.11% | +3,694+91.4% | 加碼 |
| Integrity Alliance, LLC. | 7,737 | $207.6 萬 | 0.08% | +6,578+567.6% | 加碼 |