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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 2,635 | $70.7 萬 | 0.24% | +262+11.0% | 加碼 |
| Tandem Capital Management Corp | 2,633 | $70.7 萬 | 0.39% | +534+25.4% | 加碼 |
| Three Seasons Wealth, LLC | 2,621 | $70.3 萬 | 0.35% | 00.0% | 不變 |
| Wulff, Hansen & Co. | 2,615 | $70.2 萬 | 0.64% | +1,580+152.7% | 加碼 |
| Sentry Investment Management LLC | 2,868 | $70.0 萬 | 0.47% | +500+21.1% | 加碼 |
| Key Financial Inc | 2,602 | $69.8 萬 | 0.15% | +30+1.2% | 加碼 |
| LeClair Wealth Partners LLC | 2,597 | $69.7 萬 | 0.50% | −53−2.0% | 減碼 |
| Gryphon Financial Partners LLC | 2,592 | $69.6 萬 | 0.10% | +126+5.1% | 加碼 |
| Evermay Wealth Management LLC | 2,591 | $69.5 萬 | 0.09% | −20−0.8% | 減碼 |
| Root Financial Partners, LLC | 2,589 | $69.5 萬 | 0.07% | +254+10.9% | 加碼 |
| Machina Capital S.A.S. | 2,582 | $69.3 萬 | 0.21% | +790+44.1% | 加碼 |
| Chemung Canal Trust Co | 2,577 | $69.2 萬 | 0.15% | −118−4.4% | 減碼 |
| Fortitude Family Office, LLC | 2,571 | $69.0 萬 | 0.25% | −32−1.2% | 減碼 |
| Bellecapital International Ltd. | 2,566 | $68.9 萬 | 0.14% | +1,253+95.4% | 加碼 |
| YANKCOM Partnership | 2,565 | $68.8 萬 | 0.38% | +35+1.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 2,563 | $68.8 萬 | 0.06% | −162−5.9% | 減碼 |
| W.H. Cornerstone Investments Inc. | 2,556 | $68.6 萬 | 0.47% | +1,150+81.8% | 加碼 |
| Berry Wealth Group, LP | 2,553 | $68.5 萬 | 0.54% | +611+31.5% | 加碼 |
| Dogwood Wealth Management LLC | 2,551 | $68.5 萬 | 0.36% | +303+13.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 2,548 | $68.4 萬 | 0.39% | +120+4.9% | 加碼 |
| Virtue Capital Management, LLC | 2,557 | $68.4 萬 | 0.08% | +281+12.3% | 加碼 |
| Williams Jones Wealth Management, LLC. | 2,544 | $68.3 萬 | 0.01% | +37+1.5% | 加碼 |
| Phillips Wealth Planners LLC | 2,675 | $68.2 萬 | 0.72% | +655+32.4% | 加碼 |
| Capital Advantage, Inc. | 2,038 | $68.1 萬 | 0.12% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 2,532 | $68.0 萬 | 0.18% | +728+40.4% | 加碼 |
| Runnymede Capital Advisors, Inc. | 2,530 | $67.9 萬 | 0.65% | −26−1.0% | 減碼 |
| Woodard & Co Asset Management Group Inc | 2,529 | $67.9 萬 | 0.14% | +198+8.5% | 加碼 |
| City State Bank | 2,513 | $67.4 萬 | 0.22% | +80+3.3% | 加碼 |
| Windsor Capital Management, LLC | 2,513 | $67.4 萬 | 0.21% | −10−0.4% | 減碼 |
| Quarry LP | 2,507 | $67.3 萬 | 0.17% | +2,263+927.5% | 加碼 |
| Baxter Bros Inc | 2,502 | $67.1 萬 | 0.09% | +647+34.9% | 加碼 |
| Hill Island Financial LLC | 2,496 | $67.0 萬 | 0.20% | −53−2.1% | 減碼 |
| Clarendon Private LLC | 2,490 | $66.8 萬 | 0.71% | +188+8.2% | 加碼 |
| Solstein Capital, LLC | 2,487 | $66.7 萬 | 0.39% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,487 | $66.7 萬 | 0.10% | +249+11.1% | 加碼 |
| Childress Capital Advisors, LLC | 2,486 | $66.7 萬 | 0.19% | −50−2.0% | 減碼 |
| Bosman Wealth Management, LLC | 2,478 | $66.5 萬 | 0.68% | +2,478 | 新進 |
| Atlanta Consulting Group Advisors, LLC | 2,477 | $66.5 萬 | 0.19% | −145−5.5% | 減碼 |
| Atlantic Trust, LLC | 2,475 | $66.4 萬 | 0.15% | −59−2.3% | 減碼 |
| Kuhn & Co Investment Counsel | 2,467 | $66.2 萬 | 0.56% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 2,466 | $66.2 萬 | 0.05% | −63−2.5% | 減碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,464 | $66.1 萬 | 0.45% | −50−2.0% | 減碼 |
| Essex LLC | 2,452 | $65.8 萬 | 0.14% | +611+33.2% | 加碼 |
| Legacy Capital Group California, Inc. | 2,447 | $65.7 萬 | 0.23% | −12−0.5% | 減碼 |
| Kozak & Associates, Inc. | 2,571 | $65.4 萬 | 0.16% | +41+1.6% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,433 | $65.3 萬 | 0.06% | +231+10.5% | 加碼 |
| Millstone Evans Group, LLC | 2,427 | $65.1 萬 | 0.44% | −36−1.5% | 減碼 |
| White Pine Capital LLC | 2,427 | $65.1 萬 | 0.23% | +215+9.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,421 | $65.0 萬 | 0.00% | +1,075+79.9% | 加碼 |
| McDaniel Terry & Co | 2,420 | $64.9 萬 | 0.06% | +597+32.7% | 加碼 |
| Beaumont Financial Advisors, LLC | 2,416 | $64.8 萬 | 0.05% | +32+1.3% | 加碼 |
| Kapstone Financial Advisors LLC | 2,408 | $64.6 萬 | 0.37% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 2,403 | $64.5 萬 | 0.14% | +146+6.5% | 加碼 |
| LVW Advisors, LLC | 2,397 | $64.3 萬 | 0.08% | +353+17.3% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,390 | $64.1 萬 | 0.15% | −57−2.3% | 減碼 |
| Garda Capital Partners LP | 2,387 | $64.1 萬 | 0.36% | +2,387 | 新進 |
| Xcel Wealth Management, LLC | 2,375 | $63.7 萬 | 0.20% | −80−3.3% | 減碼 |
| Dunhill Financial, LLC | 2,367 | $63.5 萬 | 0.29% | +1,479+166.6% | 加碼 |
| Vista Wealth Management Group, LLC | 2,351 | $63.1 萬 | 0.04% | −623−20.9% | 減碼 |
| WealthCollab, LLC | 2,346 | $63.0 萬 | 0.39% | −522−18.2% | 減碼 |
| Koss-Olinger Consulting, LLC | 2,343 | $62.9 萬 | 0.05% | +2,343 | 新進 |
| Elevated Capital Advisors, LLC | 2,334 | $62.6 萬 | 0.18% | −138−5.6% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 2,331 | $62.5 萬 | 0.12% | +63+2.8% | 加碼 |
| Flynn Zito Capital Management, LLC | 2,331 | $62.5 萬 | 0.29% | −1,125−32.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 2,325 | $62.4 萬 | 0.08% | −11−0.5% | 減碼 |
| Mainsail Financial Group, LLC | 2,324 | $62.4 萬 | 0.35% | +830+55.6% | 加碼 |
| Nichols & Pratt Advisers LLP | 2,315 | $62.1 萬 | 0.04% | −440−16.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,305 | $62.1 萬 | 0.01% | −5−0.2% | 減碼 |
| Severin Investments, LLC | 2,309 | $62.0 萬 | 0.62% | −42−1.8% | 減碼 |
| Cascades Capital Asset Management, LLC | 2,303 | $61.8 萬 | 0.33% | +10.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,302 | $61.8 萬 | 0.06% | +117+5.4% | 加碼 |
| Richard P Slaughter Associates Inc | 2,302 | $61.8 萬 | 0.14% | +2,302 | 新進 |
| Parkside Advisors LLC | 2,299 | $61.7 萬 | 0.15% | 00.0% | 不變 |
| Appleton Partners Inc | 2,296 | $61.6 萬 | 0.05% | −41−1.8% | 減碼 |
| Whalen Wealth Management Inc. | 2,294 | $61.6 萬 | 0.41% | +940+69.4% | 加碼 |
| Cim Investment Mangement Inc | 2,290 | $61.5 萬 | 0.14% | −2−0.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,288 | $61.4 萬 | 0.03% | −244−9.6% | 減碼 |
| Bingham Private Wealth, LLC | 2,284 | $61.3 萬 | 0.63% | +69+3.1% | 加碼 |
| Apollon Financial, LLC | 2,280 | $61.2 萬 | 0.14% | +60+2.7% | 加碼 |
| Prosperity Wealth Management, Inc. | 2,278 | $61.1 萬 | 0.29% | +290+14.6% | 加碼 |
| 17 Capital Partners, LLC | 2,277 | $61.1 萬 | 0.39% | +25+1.1% | 加碼 |
| Berger Financial Group, Inc | 2,273 | $61.0 萬 | 0.04% | +28+1.2% | 加碼 |
| Northwest Financial Advisors | 2,270 | $60.9 萬 | 0.51% | +282+14.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,270 | $60.9 萬 | 0.16% | +2,270 | 新進 |
| IFG Advisory, LLC | 2,265 | $60.8 萬 | 0.03% | −4−0.2% | 減碼 |
| Cornerstone Select Advisors, LLC | 2,262 | $60.7 萬 | 0.57% | +541+31.4% | 加碼 |
| BXM Wealth LLC | 2,262 | $60.6 萬 | 0.73% | +1,143+102.1% | 加碼 |
| Napatree Capital LLC | 2,255 | $60.5 萬 | 0.34% | +735+48.4% | 加碼 |
| Vista Investment Management | 2,250 | $60.4 萬 | 0.24% | −299−11.7% | 減碼 |
| McHugh Group, LLC | 2,250 | $60.4 萬 | 0.46% | +200+9.8% | 加碼 |
| Centurion Wealth Management LLC | 1,793 | $59.9 萬 | 0.19% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 2,230 | $59.8 萬 | 0.09% | +601+36.9% | 加碼 |
| Crumly & Associates Inc. | 2,228 | $59.8 萬 | 0.17% | +51+2.3% | 加碼 |
| BankPlus Wealth Management LLC | 2,222 | $59.6 萬 | 0.44% | +28+1.3% | 加碼 |
| RAM Investment Partners, LLC | 2,219 | $59.5 萬 | 0.15% | −83−3.6% | 減碼 |
| Verdence Capital Advisors LLC | 2,218 | $59.5 萬 | 0.05% | +83+3.9% | 加碼 |
| JT Stratford LLC | 2,215 | $59.4 萬 | 0.11% | −300−11.9% | 減碼 |
| Fedenia Advisers LLC | 2,207 | $59.2 萬 | 0.38% | +885+66.9% | 加碼 |
| Walkner Condon Financial Advisors LLC | 2,200 | $59.0 萬 | 0.12% | +67+3.1% | 加碼 |
| Fermata Advisors, LLC | 2,199 | $59.0 萬 | 0.11% | +1,025+87.3% | 加碼 |