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 |
|---|---|---|---|---|---|
| SFM, LLC | 2,199 | $59.0 萬 | 0.43% | +129+6.2% | 加碼 |
| Patron Partners Advisors, LLC | 2,195 | $58.9 萬 | 0.32% | +256+13.2% | 加碼 |
| Portfolio Design Labs, LLC | 2,187 | $58.7 萬 | 0.12% | −5,200−70.4% | 減碼 |
| Coign Capital Advisors LLC | 2,183 | $58.6 萬 | 0.45% | +37+1.7% | 加碼 |
| WBH Advisory Inc | 2,182 | $58.6 萬 | 0.05% | −2−0.1% | 減碼 |
| Beacon Financial Advisory LLC | 2,182 | $58.5 萬 | 0.18% | +81+3.9% | 加碼 |
| Oxford Asset Management LLP | 2,176 | $58.4 萬 | 0.27% | +2,176 | 新進 |
| Wilson & Boucher Capital Management, LLC | 2,175 | $58.4 萬 | 0.43% | 00.0% | 不變 |
| Berbice Capital Management LLC | 2,170 | $58.2 萬 | 0.50% | −10−0.5% | 減碼 |
| Hengehold Capital Management LLC | 2,167 | $58.2 萬 | 0.06% | −25−1.1% | 減碼 |
| Harmony Asset Management LLC | 2,163 | $58.0 萬 | 0.24% | +628+40.9% | 加碼 |
| Sierra Summit Advisors LLC | 2,158 | $57.9 萬 | 0.13% | +768+55.3% | 加碼 |
| BIP Wealth, LLC | 2,152 | $57.7 萬 | 0.04% | −459−17.6% | 減碼 |
| Carson Advisory Inc. | 2,147 | $57.6 萬 | 0.39% | +121+6.0% | 加碼 |
| Peterson Wealth Services | 2,131 | $57.2 萬 | 0.18% | −74−3.4% | 減碼 |
| R Squared Ltd | 2,130 | $57.2 萬 | 0.61% | +2,130 | 新進 |
| Gibbs Wealth Management | 2,127 | $57.1 萬 | 0.14% | +645+43.5% | 加碼 |
| Synergy Financial Group, LTD | 2,125 | $57.0 萬 | 0.51% | +57+2.8% | 加碼 |
| Dark Forest Capital Management LP | 2,120 | $56.9 萬 | 0.03% | +2,120 | 新進 |
| TFB Advisors LLC | 2,119 | $56.9 萬 | 0.16% | +95+4.7% | 加碼 |
| Headinvest, LLC | 2,104 | $56.5 萬 | 0.11% | +8+0.4% | 加碼 |
| Ewa, LLC | 2,104 | $56.5 萬 | 0.21% | +106+5.3% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,100 | $56.4 萬 | 0.31% | −4,500−68.2% | 減碼 |
| Delta Investment Management, LLC | 2,101 | $56.4 萬 | 0.11% | −162−7.2% | 減碼 |
| Western Pacific Wealth Management, LP | 2,096 | $56.2 萬 | 0.51% | −32−1.5% | 減碼 |
| FineMark National Bank & Trust | 2,091 | $56.1 萬 | 0.02% | +485+30.2% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 2,091 | $56.1 萬 | 0.19% | −51−2.4% | 減碼 |
| Edgestream Partners, L.P. | 2,089 | $56.1 萬 | 0.02% | −2,326−52.7% | 減碼 |
| D'Orazio & Associates, Inc. | 2,088 | $56.0 萬 | 0.09% | +75+3.7% | 加碼 |
| Redwood Financial Network Corp | 2,085 | $56.0 萬 | 0.43% | +139+7.1% | 加碼 |
| Gabelli Funds LLC | 2,085 | $56.0 萬 | 0.00% | +80+4.0% | 加碼 |
| Seven Mile Advisory | 2,085 | $56.0 萬 | 0.37% | +323+18.3% | 加碼 |
| SevenBridge Financial Group, LLC | 1,927 | $55.7 萬 | 0.11% | −381−16.5% | 減碼 |
| Magnus Financial Group LLC | 2,072 | $55.6 萬 | 0.05% | −213−9.3% | 減碼 |
| Saiph Capital, LLC | 2,071 | $55.6 萬 | 0.27% | +3+0.1% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,070 | $55.6 萬 | 0.09% | +650+45.8% | 加碼 |
| Addison Advisors LLC | 2,066 | $55.4 萬 | 0.15% | +8+0.4% | 加碼 |
| West Michigan Advisors, LLC | 2,061 | $55.3 萬 | 0.18% | −11,491−84.8% | 減碼 |
| NWF Advisory Services Inc. | 2,060 | $55.3 萬 | 0.08% | −624−23.2% | 減碼 |
| IVC Wealth Advisors LLC | 2,057 | $55.2 萬 | 0.30% | +324+18.7% | 加碼 |
| Boston Trust Walden Corp | 2,056 | $55.2 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,054 | $55.1 萬 | 0.04% | +103+5.3% | 加碼 |
| Roberts Glore & Co Inc | 2,052 | $55.1 萬 | 0.17% | +58+2.9% | 加碼 |
| Financial Enhancement Group LLC | 2,254 | $54.9 萬 | 0.09% | +2,254 | 新進 |
| Two Sigma Securities, LLC | 2,030 | $54.5 萬 | 0.08% | −625−23.5% | 減碼 |
| Readystate Asset Management LP | 2,028 | $54.4 萬 | 0.03% | +2,028 | 新進 |
| Vista Cima Wealth Management LLC | 2,027 | $54.4 萬 | 0.59% | 00.0% | 不變 |
| Perennial Advisors, LLC | 2,027 | $54.4 萬 | 0.11% | +2,027 | 新進 |
| FF Advisors,LLC | 1,949 | $54.2 萬 | 0.31% | +2+0.1% | 加碼 |
| Brady Martz Wealth Solutions, LLC | 2,018 | $54.2 萬 | 0.12% | −16−0.8% | 減碼 |
| Leuthold Group, LLC | 2,016 | $54.1 萬 | 0.07% | −71−3.4% | 減碼 |
| Accel Wealth Management | 2,013 | $54.0 萬 | 0.20% | −110−5.2% | 減碼 |
| Trilogy Capital Inc. | 2,005 | $53.8 萬 | 0.03% | +225+12.6% | 加碼 |
| Latko Wealth Management, Ltd. | 2,005 | $53.8 萬 | 0.35% | +2+0.1% | 加碼 |
| Brookwood Investment Group LLC | 2,002 | $53.7 萬 | 0.09% | +2,002 | 新進 |
| Covenant Partners, LLC | 2,001 | $53.7 萬 | 0.17% | −92−4.4% | 減碼 |
| Global Trust Asset Management, LLC | 1,999 | $53.7 萬 | 0.33% | −360−15.3% | 減碼 |
| Alley Investment Management Company, LLC | 2,000 | $53.7 萬 | 0.07% | 00.0% | 不變 |
| Grace & Mercy Foundation, Inc. | 2,000 | $53.7 萬 | 0.13% | 00.0% | 不變 |
| Corient IA LLC | 2,000 | $53.7 萬 | 0.38% | +2,000 | 新進 |
| Winthrop Advisory Group LLC | 2,000 | $53.7 萬 | 0.06% | +50+2.6% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,600 | $53.5 萬 | 0.17% | +9+0.6% | 加碼 |
| Everpar Advisors LLC | 1,990 | $53.4 萬 | 0.28% | +33+1.7% | 加碼 |
| Sage Private Wealth Group, LLC | 1,981 | $53.2 萬 | 0.40% | +112+6.0% | 加碼 |
| Kensington Investment Counsel, LLC | 1,972 | $52.9 萬 | 0.24% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 1,972 | $52.9 萬 | 0.07% | −22−1.1% | 減碼 |
| Pines Wealth Management, LLC | 2,167 | $52.9 萬 | 0.24% | +5+0.2% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,969 | $52.8 萬 | 0.21% | −79−3.9% | 減碼 |
| Oak Ridge Investments LLC | 1,962 | $52.7 萬 | 0.04% | −82−4.0% | 減碼 |
| Creative Financial Designs Inc | 1,961 | $52.6 萬 | 0.04% | +532+37.2% | 加碼 |
| Wayfinding Financial, LLC | 1,960 | $52.6 萬 | 0.23% | +189+10.7% | 加碼 |
| Persium Advisors, LLC | 1,953 | $52.4 萬 | 0.50% | +134+7.4% | 加碼 |
| New Republic Capital, LLC | 1,952 | $52.4 萬 | 0.23% | +3+0.2% | 加碼 |
| Milestone Asset Management, LLC | 1,952 | $52.4 萬 | 0.11% | −1,969−50.2% | 減碼 |
| Revolve Wealth Partners, LLC | 1,946 | $52.2 萬 | 0.08% | +119+6.5% | 加碼 |
| KWB Wealth | 1,560 | $52.2 萬 | 0.06% | +93+6.3% | 加碼 |
| Citizens National Bank Trust Department | 1,942 | $52.1 萬 | 0.11% | +18+0.9% | 加碼 |
| Blackhawk Capital Partners LLC. | 1,940 | $52.1 萬 | 0.27% | −112−5.5% | 減碼 |
| Tyler-Stone Wealth Management | 1,935 | $51.9 萬 | 0.09% | +468+31.9% | 加碼 |
| Uniting Wealth Partners, LLC | 1,933 | $51.9 萬 | 0.26% | +46+2.4% | 加碼 |
| Golden State Wealth Management, LLC | 1,931 | $51.8 萬 | 0.08% | +370+23.7% | 加碼 |
| Silver Coast Investments LLC | 1,928 | $51.7 萬 | 0.20% | +82+4.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,928 | $51.7 萬 | 0.30% | +1+0.1% | 加碼 |
| Versant Capital Management, Inc | 1,927 | $51.7 萬 | 0.09% | +444+29.9% | 加碼 |
| Breakwater Capital Group | 1,926 | $51.7 萬 | 0.09% | +1,074+126.1% | 加碼 |
| Raleigh Capital Management Inc. | 1,926 | $51.7 萬 | 0.23% | −441−18.6% | 減碼 |
| Investors Research Corp | 1,919 | $51.5 萬 | 0.11% | −229−10.7% | 減碼 |
| Meritage Portfolio Management | 1,918 | $51.5 萬 | 0.03% | −18,691−90.7% | 減碼 |
| Howard Wealth Management, LLC | 1,917 | $51.5 萬 | 0.29% | −5−0.3% | 減碼 |
| Battery Global Advisors, LLC | 1,914 | $51.4 萬 | 0.29% | 00.0% | 不變 |
| Poehling Capital Management, LLC | 1,914 | $51.4 萬 | 0.13% | 00.0% | 不變 |
| Smith, Moore & Co. | 1,908 | $51.2 萬 | 0.05% | +281+17.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 1,908 | $51.2 萬 | 0.11% | −142−6.9% | 減碼 |
| Tyche Wealth Partners LLC | 1,907 | $51.2 萬 | 0.11% | −112−5.5% | 減碼 |
| Traveka Wealth, LLC | 1,907 | $51.2 萬 | 0.29% | −390−17.0% | 減碼 |
| Davy Global Fund Management Ltd | 1,906 | $51.1 萬 | 0.06% | +1,906 | 新進 |
| Financial Life Planners | 1,902 | $51.0 萬 | 0.50% | −4−0.2% | 減碼 |
| Burk Holdings LLC | 1,899 | $51.0 萬 | 0.38% | +1,899 | 新進 |
| SummitTX Capital, L.P. | 1,894 | $50.8 萬 | 0.02% | +1,894 | 新進 |
| Jeppson Wealth Management, LLC | 1,889 | $50.7 萬 | 0.19% | +30+1.6% | 加碼 |