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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 3,202 | $85.9 萬 | 0.07% | +167+5.5% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 3,202 | $85.9 萬 | 0.20% | +747+30.4% | 加碼 |
| Canandaigua National Trust Co of Florida | 3,200 | $85.9 萬 | 0.76% | +60+1.9% | 加碼 |
| EHP Funds Inc. | 3,200 | $85.9 萬 | 0.96% | +500+18.5% | 加碼 |
| Kennebec Savings Bank | 3,198 | $85.8 萬 | 0.91% | +136+4.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 3,190 | $85.6 萬 | 0.01% | +805+33.8% | 加碼 |
| Cromwell Holdings LLC | 3,188 | $85.6 萬 | 0.55% | 00.0% | 不變 |
| Amica Retiree Medical Trust | 3,184 | $85.4 萬 | 1.30% | −773−19.5% | 減碼 |
| Argyle Capital Partners, LLC | 3,181 | $85.4 萬 | 0.73% | +9+0.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,185 | $85.2 萬 | 0.38% | +170+5.6% | 加碼 |
| RFG Holdings, Inc. | 3,167 | $85.1 萬 | 0.28% | +575+22.2% | 加碼 |
| Sage Rhino Capital LLC | 3,166 | $85.0 萬 | 0.20% | +12+0.4% | 加碼 |
| Liberty One Investment Management, LLC | 3,165 | $84.9 萬 | 0.09% | +39+1.2% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,164 | $84.9 萬 | 0.18% | −520−14.1% | 減碼 |
| DB Fitzpatrick & Co, Inc | 3,161 | $84.8 萬 | 0.81% | −369−10.5% | 減碼 |
| Westwood Wealth Management | 3,152 | $84.6 萬 | 0.36% | +3,152 | 新進 |
| Capital Management Associates | 3,150 | $84.5 萬 | 1.65% | 00.0% | 不變 |
| InTrack Investment Management Inc | 3,144 | $84.4 萬 | 0.77% | −2,315−42.4% | 減碼 |
| Duncan Williams Asset Management, LLC | 3,136 | $84.2 萬 | 0.30% | +589+23.1% | 加碼 |
| Essex Financial Services, Inc. | 3,130 | $84.0 萬 | 0.06% | −228−6.8% | 減碼 |
| Northern Oak Wealth Management Inc | 3,115 | $83.6 萬 | 0.11% | +315+11.3% | 加碼 |
| Mattson Financial Services, LLC | 3,114 | $83.6 萬 | 0.25% | −384−11.0% | 減碼 |
| Eads & Heald Wealth Management | 3,110 | $83.5 萬 | 0.42% | +249+8.7% | 加碼 |
| Great Diamond Partners, LLC | 3,103 | $83.3 萬 | 0.23% | −219−6.6% | 減碼 |
| Quent Capital, LLC | 3,102 | $83.2 萬 | 0.09% | +14+0.5% | 加碼 |
| Warm Springs Advisors Inc. | 3,078 | $82.6 萬 | 0.83% | +103+3.5% | 加碼 |
| Crescent Sterling, Ltd. | 3,078 | $82.6 萬 | 0.85% | +1,359+79.1% | 加碼 |
| Tranquility Partners, LLC | 3,077 | $82.6 萬 | 0.32% | +14+0.5% | 加碼 |
| Waverton Investment Management Ltd | 3,073 | $82.4 萬 | 0.01% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 3,072 | $82.4 萬 | 0.12% | +204+7.1% | 加碼 |
| Watershed Private Wealth LLC | 3,064 | $82.2 萬 | 0.33% | 00.0% | 不變 |
| AGH Wealth Advisors, LLC | 3,063 | $82.2 萬 | 0.79% | +210+7.4% | 加碼 |
| Silver Oak Securities, Inc | 3,037 | $82.0 萬 | 0.08% | +857+39.3% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 3,053 | $81.9 萬 | 0.13% | +237+8.4% | 加碼 |
| Davis R M Inc | 3,051 | $81.9 萬 | 0.02% | +186+6.5% | 加碼 |
| Wealth Advisors of Iowa, LLC | 3,040 | $81.6 萬 | 0.35% | −12−0.4% | 減碼 |
| Harbour Investments, Inc. | 3,034 | $81.4 萬 | 0.02% | −373−10.9% | 減碼 |
| Austin Private Wealth, LLC | 3,031 | $81.3 萬 | 0.07% | +84+2.9% | 加碼 |
| Strategic Wealth Designers | 3,028 | $81.3 萬 | 1.41% | −46,184−93.8% | 減碼 |
| Concentrum Wealth Management | 3,024 | $81.2 萬 | 0.30% | +21+0.7% | 加碼 |
| Alpha Cubed Investments, LLC | 3,017 | $81.0 萬 | 0.04% | −138−4.4% | 減碼 |
| Blodgett Wealth Advisors, LLC | 3,013 | $80.8 萬 | 0.69% | −39−1.3% | 減碼 |
| Focus Financial Network, Inc. | 3,010 | $80.8 萬 | 0.03% | −228−7.0% | 減碼 |
| First Affirmative Financial Network | 2,998 | $80.5 萬 | 0.49% | +65+2.2% | 加碼 |
| Klingman & Associates, LLC | 2,998 | $80.5 萬 | 0.05% | +143+5.0% | 加碼 |
| Midland Wealth Advisors LLC | 2,973 | $79.8 萬 | 0.05% | +86+3.0% | 加碼 |
| Griffin Asset Management, Inc. | 2,965 | $79.6 萬 | 0.10% | +2,279+332.2% | 加碼 |
| Pointe Capital Management LLC | 2,964 | $79.5 萬 | 0.47% | +54+1.9% | 加碼 |
| Carret Asset Management, LLC | 2,951 | $79.2 萬 | 0.09% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 2,940 | $78.9 萬 | 0.30% | +138+4.9% | 加碼 |
| Knuff & Co LLC | 2,935 | $78.8 萬 | 0.26% | −5−0.2% | 減碼 |
| Alpha Family Trust | 2,935 | $78.8 萬 | 0.46% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,924 | $78.5 萬 | 0.19% | 00.0% | 不變 |
| Fountainhead AM, LLC | 2,920 | $78.4 萬 | 0.13% | +346+13.4% | 加碼 |
| Holderness Investments Co | 2,911 | $78.1 萬 | 0.18% | +267+10.1% | 加碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2,907 | $78.0 萬 | 3.17% | +2,907 | 新進 |
| Leavell Investment Management, Inc. | 2,894 | $77.7 萬 | 0.04% | +426+17.3% | 加碼 |
| Joel Isaacson & Co., LLC | 2,888 | $77.5 萬 | 0.04% | +454+18.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 2,882 | $77.3 萬 | 0.03% | +996+52.8% | 加碼 |
| MBL Wealth, LLC | 2,880 | $77.3 萬 | 0.08% | +1,024+55.2% | 加碼 |
| Smithfield Trust Co | 2,879 | $77.1 萬 | 0.04% | −95−3.2% | 減碼 |
| Sunflower Bank, N.A. | 2,871 | $77.0 萬 | 0.22% | 00.0% | 不變 |
| Inscription Capital, LLC | 2,553 | $76.9 萬 | 0.13% | +2,553 | 新進 |
| Krane Funds Advisors LLC | 2,864 | $76.9 萬 | 0.02% | +1,515+112.3% | 加碼 |
| Fayez Sarofim & Co | 2,860 | $76.8 萬 | 0.00% | +114+4.2% | 加碼 |
| Catalyst Private Wealth, LLC | 2,857 | $76.7 萬 | 0.37% | +461+19.2% | 加碼 |
| Sivia Capital Partners, LLC | 2,852 | $76.5 萬 | 0.36% | +378+15.3% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,837 | $76.1 萬 | 0.64% | −38−1.3% | 減碼 |
| Wolff Wiese Magana LLC | 2,836 | $76.1 萬 | 0.52% | −337−10.6% | 減碼 |
| S&CO Inc | 2,839 | $76.1 萬 | 0.05% | 00.0% | 不變 |
| Pier 88 Investment Partners LLC | 2,830 | $75.9 萬 | 0.15% | +2,830 | 新進 |
| West Family Investments, Inc. | 2,816 | $75.6 萬 | 0.28% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 2,796 | $75.0 萬 | 0.07% | +303+12.2% | 加碼 |
| B&L Asset Management LLC | 2,795 | $75.0 萬 | 0.49% | +289+11.5% | 加碼 |
| Ecofi Investissements SA | 3,250 | $74.6 萬 | 0.47% | +150+4.8% | 加碼 |
| Parkside Financial Bank & Trust | 2,775 | $74.5 萬 | 0.09% | −90−3.1% | 減碼 |
| BluePath Capital Management, LLC | 2,773 | $74.4 萬 | 0.77% | −1,347−32.7% | 減碼 |
| Cyr Financial Inc. | 2,762 | $74.1 萬 | 0.66% | +100+3.8% | 加碼 |
| Roman Butler Fullerton & Co | 2,907 | $74.1 萬 | 0.29% | −2,575−47.0% | 減碼 |
| PFG Advisors | 2,761 | $74.1 萬 | 0.04% | +157+6.0% | 加碼 |
| Aviso Wealth Management | 2,757 | $74.0 萬 | 0.39% | +59+2.2% | 加碼 |
| Proficio Capital Partners LLC | 2,755 | $73.9 萬 | 0.06% | −36−1.3% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 2,753 | $73.9 萬 | 0.61% | −41−1.5% | 減碼 |
| Modern Wealth Management, LLC | 2,750 | $73.8 萬 | 0.02% | +714+35.1% | 加碼 |
| Abbot Financial Management, Inc. | 2,748 | $73.8 萬 | 0.38% | −50−1.8% | 減碼 |
| High Note Wealth, LLC | 2,747 | $73.7 萬 | 0.18% | −7−0.3% | 減碼 |
| ORG Wealth Partners, LLC | 2,712 | $73.3 萬 | 0.23% | +608+28.9% | 加碼 |
| Advisory Alpha, LLC | 2,728 | $73.2 萬 | 0.02% | +271+11.0% | 加碼 |
| SPC Financial, Inc. | 2,721 | $73.0 萬 | 0.06% | −464−14.6% | 減碼 |
| Nvest Financial, LLC | 2,713 | $72.8 萬 | 0.39% | −93−3.3% | 減碼 |
| Moss Adams Wealth Advisors LLC | 2,711 | $72.8 萬 | 0.08% | +80+3.0% | 加碼 |
| Crown Wealth Group, LLC | 2,697 | $72.4 萬 | 0.38% | +76+2.9% | 加碼 |
| Hartford Funds Management Co LLC | 2,664 | $71.5 萬 | 0.06% | +397+17.5% | 加碼 |
| Advisor OS, LLC | 2,662 | $71.4 萬 | 0.08% | +396+17.5% | 加碼 |
| Financial Advisory Service, Inc. | 2,648 | $71.1 萬 | 0.06% | +31+1.2% | 加碼 |
| Prentice Wealth Management LLC | 2,645 | $71.0 萬 | 0.20% | +60+2.3% | 加碼 |
| AdvisorNet Financial, Inc | 2,640 | $70.8 萬 | 0.05% | +106+4.2% | 加碼 |
| Lokken Investment Group LLC | 2,638 | $70.8 萬 | 0.30% | −955−26.6% | 減碼 |
| Zullo Investment Group, Inc. | 2,637 | $70.8 萬 | 0.30% | +244+10.2% | 加碼 |
| Onefund, LLC | 2,636 | $70.7 萬 | 0.72% | +6+0.2% | 加碼 |