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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 5,471 | $146.8 萬 | 0.79% | −25−0.5% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,464 | $146.6 萬 | 0.68% | +202+3.8% | 加碼 |
| Guerra Pan Advisors, LLC | 5,449 | $146.2 萬 | 1.15% | −4−0.1% | 減碼 |
| Thor Investment Management Inc | 5,444 | $146.1 萬 | 1.07% | +211+4.0% | 加碼 |
| Transcend Wealth Collective, LLC | 5,439 | $146.0 萬 | 0.11% | −761−12.3% | 減碼 |
| Prosperity Consulting Group, LLC | 5,434 | $145.8 萬 | 0.11% | +130+2.5% | 加碼 |
| Aspiriant, LLC | 5,432 | $145.8 萬 | 0.05% | −1,153−17.5% | 減碼 |
| Gemmer Asset Management LLC | 5,421 | $145.5 萬 | 0.15% | +1,443+36.3% | 加碼 |
| Princeton Capital Management LLC | 5,419 | $145.4 萬 | 0.51% | +5,419 | 新進 |
| Choate Investment Advisors | 5,414 | $145.3 萬 | 0.04% | +72+1.3% | 加碼 |
| Ballast, Inc. | 5,408 | $145.1 萬 | 0.41% | +276+5.4% | 加碼 |
| KRS Capital Management, LLC | 5,386 | $144.5 萬 | 1.15% | +25+0.5% | 加碼 |
| Aventura Private Wealth, LLC | 5,376 | $144.3 萬 | 0.76% | +935+21.1% | 加碼 |
| Drive Wealth Management, LLC | 5,360 | $143.9 萬 | 0.34% | +2,823+111.3% | 加碼 |
| HBK Sorce Advisory LLC | 5,360 | $143.8 萬 | 0.04% | +548+11.4% | 加碼 |
| Palacios Wealth Management, LLC | 5,346 | $143.5 萬 | 1.32% | 00.0% | 不變 |
| David Loasby | 5,621 | $143.4 萬 | 0.14% | +169+3.1% | 加碼 |
| Stonebrook Private Inc. | 5,342 | $143.4 萬 | 0.37% | +133+2.6% | 加碼 |
| Parcion Private Wealth LLC | 5,330 | $143.0 萬 | 0.12% | −207−3.7% | 減碼 |
| Acorn Financial Advisory Services Inc | 5,327 | $143.0 萬 | 0.26% | −468−8.1% | 減碼 |
| Catalyst Financial Partners LLC | 5,315 | $142.6 萬 | 0.26% | +96+1.8% | 加碼 |
| KG&L Capital Management,LLC | 5,312 | $142.5 萬 | 0.46% | +1,924+56.8% | 加碼 |
| Granite Investment Partners, LLC | 5,295 | $142.1 萬 | 0.07% | +173+3.4% | 加碼 |
| Fiduciary Family Office, LLC | 5,290 | $142.0 萬 | 0.47% | +5,290 | 新進 |
| Brown, Lisle/Cummings, Inc. | 5,287 | $141.9 萬 | 0.41% | −41−0.8% | 減碼 |
| Portside Wealth Group, LLC | 5,274 | $141.5 萬 | 0.23% | +648+14.0% | 加碼 |
| St. Clair Advisors, LLC | 5,274 | $141.5 萬 | 0.40% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 5,273 | $141.5 萬 | 0.19% | +992+23.2% | 加碼 |
| Redwood Investment Management, LLC | 5,256 | $141.1 萬 | 0.15% | +5,256 | 新進 |
| Wealth Alliance Advisory Group, LLC | 5,254 | $141.0 萬 | 0.29% | +730+16.1% | 加碼 |
| RDA Financial Network | 5,241 | $140.7 萬 | 0.42% | +553+11.8% | 加碼 |
| Palumbo Wealth Management LLC | 5,231 | $140.4 萬 | 0.47% | +1,286+32.6% | 加碼 |
| Grant Private Wealth Management Inc | 5,214 | $139.9 萬 | 1.51% | +1,592+44.0% | 加碼 |
| CoreCap Advisors, LLC | 5,205 | $139.7 萬 | 0.06% | +3,465+199.1% | 加碼 |
| Rehmann Capital Advisory Group | 5,200 | $139.6 萬 | 0.09% | −645−11.0% | 減碼 |
| Square Wave Partners, L.P. | 5,191 | $139.3 萬 | 1.49% | −16,247−75.8% | 減碼 |
| Square Wave Capital, LLC | 5,191 | $139.3 萬 | 1.49% | −16,247−75.8% | 減碼 |
| Founders Financial Securities LLC | 5,226 | $138.8 萬 | 0.12% | +977+23.0% | 加碼 |
| Malaga Cove Capital, LLC | 5,166 | $138.6 萬 | 0.60% | +1,629+46.1% | 加碼 |
| Ashton Thomas Securities, LLC | 5,154 | $138.6 萬 | 0.39% | −1,510−22.7% | 減碼 |
| Geneva Capital Management LLC | 5,164 | $138.6 萬 | 0.03% | −91−1.7% | 減碼 |
| Quotient Wealth Partners, LLC | 5,137 | $137.9 萬 | 0.04% | +312+6.5% | 加碼 |
| Elyxium Wealth, LLC | 5,136 | $137.8 萬 | 0.61% | +5,136 | 新進 |
| Coastwise Capital Group, LLC | 5,130 | $137.7 萬 | 1.16% | −217−4.1% | 減碼 |
| Cunning Capital Partners, LP | 5,121 | $137.4 萬 | 0.88% | −29−0.6% | 減碼 |
| Ayrshire Capital Management LLC | 5,120 | $137.4 萬 | 0.66% | +106+2.1% | 加碼 |
| Amitell Capital Pte Ltd | 5,118 | $137.3 萬 | 1.06% | +5,118 | 新進 |
| Birchbrook, Inc. | 5,112 | $137.2 萬 | 0.77% | −105−2.0% | 減碼 |
| Ironwood Investment Management LLC | 5,109 | $137.1 萬 | 0.75% | 00.0% | 不變 |
| PDS Planning, Inc | 5,103 | $136.9 萬 | 0.12% | +392+8.3% | 加碼 |
| Orion Capital Management LLC | 5,073 | $136.1 萬 | 0.57% | +260+5.4% | 加碼 |
| Hillsdale Investment Management Inc. | 5,069 | $136.0 萬 | 0.07% | +220+4.5% | 加碼 |
| Argent Advisors, Inc. | 5,069 | $136.0 萬 | 0.46% | +295+6.2% | 加碼 |
| MONECO Advisors, LLC | 5,067 | $136.0 萬 | 0.14% | +504+11.0% | 加碼 |
| Alta Wealth Advisors LLC | 5,061 | $135.8 萬 | 0.62% | 00.0% | 不變 |
| ProVise Management Group, LLC | 5,059 | $135.8 萬 | 0.12% | −106−2.1% | 減碼 |
| Etesian Wealth Advisors, Inc. | 5,038 | $135.2 萬 | 0.58% | −17−0.3% | 減碼 |
| Moore Capital Management, LP | 5,030 | $135.0 萬 | 0.05% | −58,281−92.1% | 減碼 |
| Fjell Capital, LLC | 5,018 | $134.7 萬 | 1.37% | +286+6.0% | 加碼 |
| Confluence Wealth Services, Inc. | 5,373 | $134.6 萬 | 0.08% | +3,227+150.4% | 加碼 |
| Chemistry Wealth Management LLC | 5,011 | $134.5 萬 | 0.31% | −44−0.9% | 減碼 |
| Sapient Capital LLC | 5,009 | $134.4 萬 | 0.03% | −172−3.3% | 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 |
| Moody Lynn & Lieberson, LLC | 4,996 | $134.1 萬 | 0.09% | −10−0.2% | 減碼 |
| Alta Advisers Ltd | 4,970 | $133.4 萬 | 0.57% | +1,800+56.8% | 加碼 |
| Cypress Capital Group | 4,966 | $133.3 萬 | 0.17% | −50−1.0% | 減碼 |
| Journey Strategic Wealth LLC | 4,948 | $132.8 萬 | 0.05% | +1,270+34.5% | 加碼 |
| Simon Quick Advisors, LLC | 4,941 | $132.6 萬 | 0.08% | +715+16.9% | 加碼 |
| Pictet Bank & Trust Ltd | 4,932 | $132.4 萬 | 1.62% | −180−3.5% | 減碼 |
| Viawealth, LLC | 4,930 | $132.3 萬 | 0.82% | −181−3.5% | 減碼 |
| Keystone Investors Pte Ltd | 4,929 | $132.3 萬 | 0.19% | −126,429−96.2% | 減碼 |
| Invera Wealth Advisors, LLC | 4,921 | $132.1 萬 | 0.85% | −713−12.7% | 減碼 |
| Navellier & Associates Inc | 4,830 | $131.7 萬 | 0.18% | −18−0.4% | 減碼 |
| Essex Savings Bank | 4,879 | $130.9 萬 | 0.32% | +304+6.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 4,848 | $130.1 萬 | 0.00% | −408−7.8% | 減碼 |
| bLong Financial, LLC | 4,824 | $129.5 萬 | 1.15% | 00.0% | 不變 |
| CNB Bank | 4,808 | $129.0 萬 | 0.65% | +107+2.3% | 加碼 |
| HM Payson & Co | 4,793 | $128.6 萬 | 0.02% | +155+3.3% | 加碼 |
| Teamwork Financial Advisors, LLC | 4,790 | $128.5 萬 | 0.18% | +3,582+296.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 4,790 | $128.5 萬 | 0.10% | −131−2.7% | 減碼 |
| Argus Investors' Counsel, Inc. | 4,783 | $128.4 萬 | 0.98% | +71+1.5% | 加碼 |
| Capital Performance Advisors LLP | 4,774 | $128.1 萬 | 0.28% | +2,786+140.1% | 加碼 |
| Dohj, LLC | 4,761 | $127.8 萬 | 0.29% | −681−12.5% | 減碼 |
| Options Solutions, LLC | 4,755 | $127.6 萬 | 0.61% | −45−0.9% | 減碼 |
| Gallagher Capital Advisors, LLC | 4,753 | $127.5 萬 | 0.97% | +106+2.3% | 加碼 |
| Castle Rock Wealth Management, LLC | 4,722 | $127.2 萬 | 0.34% | −543−10.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 4,737 | $127.1 萬 | 0.10% | +73+1.6% | 加碼 |
| 626 Financial, LLC | 4,736 | $127.1 萬 | 0.65% | +2,651+127.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,726 | $126.8 萬 | 0.17% | −312−6.2% | 減碼 |
| Valley Brook Capital Group | 4,709 | $126.4 萬 | 0.99% | −25−0.5% | 減碼 |
| Morangie Management LLC | 4,706 | $126.3 萬 | 1.24% | −828−15.0% | 減碼 |
| Westside Investment Management, Inc. | 4,697 | $126.2 萬 | 0.27% | −100−2.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,700 | $126.1 萬 | 0.07% | −467−9.0% | 減碼 |
| Carmel Capital Partners, LLC | 4,697 | $126.0 萬 | 0.50% | +262+5.9% | 加碼 |
| VELA Investment Management, LLC | 4,692 | $125.9 萬 | 0.43% | −36−0.8% | 減碼 |
| Dearborn Partners LLC | 4,691 | $125.9 萬 | 0.06% | −112−2.3% | 減碼 |
| Allred Capital Management, LLC | 4,681 | $125.6 萬 | 0.50% | +287+6.5% | 加碼 |
| Country Club Bank | 4,648 | $125.5 萬 | 0.08% | +33+0.7% | 加碼 |