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 2,492 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 2 季 13F 持有人
Salesforce, Inc. 在 2025/6/30 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
- 2,959
- 較 2025 年第 1 季 +48 家
- 持有股數
- 7.71 億
- 較 2025 年第 1 季 −779.2 萬 (−1.0%)
- 總市值
- $2,100 億
- 較 2025 年第 1 季 +$14.0 億 (+0.7%)
- 新進機構
- 239
- 另有 1,403 家加碼
- 清倉機構
- 191
- 另有 1,040 家減碼
另有 44 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 | 2,492 | $1,095 億 |
| 2026 年第 1 季 | 2,696 | $1,379 億 |
| 2025 年第 4 季 | 2,959 | $2,019 億 |
| 2025 年第 3 季 | 2,816 | $1,798 億 |
| 2025 年第 2 季 | 2,960 | $2,100 億 |
| 2025 年第 1 季 | 2,956 | $2,091 億 |
| 2024 年第 4 季 | 3,110 | $2,587 億 |
| 2024 年第 3 季 | 2,657 | $2,091 億 |
| 2024 年第 2 季 | 2,630 | $1,988 億 |
| 2024 年第 1 季 | 2,769 | $2,357 億 |
| 2023 年第 4 季 | 2,601 | $2,048 億 |
| 2023 年第 3 季 | 2,294 | $1,551 億 |
| 2023 年第 2 季 | 2,301 | $1,617 億 |
| 2023 年第 1 季 | 2,183 | $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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 3,513 | $94.3 萬 | 0.16% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 3,457 | $94.3 萬 | 0.07% | +255+8.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,462 | $94.3 萬 | 0.39% | +277+8.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 3,459 | $94.3 萬 | 0.02% | +577+20.0% | 加碼 |
| Roman Butler Fullerton & Co | 3,508 | $94.4 萬 | 0.28% | +601+20.7% | 加碼 |
| Kraematon Investment Advisors, Inc | 3,466 | $94.5 萬 | 0.89% | +3+0.1% | 加碼 |
| Talon Private Wealth, LLC | 3,481 | $94.9 萬 | 0.13% | +157+4.7% | 加碼 |
| Cascade Investment Group, Inc. | 3,493 | $95.3 萬 | 0.67% | +190+5.8% | 加碼 |
| Garden State Investment Advisory Services LLC | 3,495 | $95.6 萬 | 0.26% | +135+4.0% | 加碼 |
| First National Bank | 3,507 | $95.6 萬 | 0.55% | −142−3.9% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,524 | $96.1 萬 | 0.44% | −764−17.8% | 減碼 |
| Soltis Investment Advisors LLC | 3,528 | $96.2 萬 | 0.08% | +732+26.2% | 加碼 |
| Curated Wealth Partners LLC | 3,556 | $97.0 萬 | 0.11% | +2,257+173.7% | 加碼 |
| Probity Advisors, Inc. | 3,568 | $97.3 萬 | 0.17% | +224+6.7% | 加碼 |
| Advisory Alpha, LLC | 3,571 | $97.4 萬 | 0.03% | +843+30.9% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,571 | $97.5 萬 | 0.09% | +860+31.7% | 加碼 |
| Northstar Advisory Group, LLC | 3,578 | $97.6 萬 | 0.48% | −6,428−64.2% | 減碼 |
| Sargent Investment Group, LLC | 3,917 | $97.6 萬 | 0.13% | −285−6.8% | 減碼 |
| Fearless Solutions, LLC dba Best Invest | 3,590 | $97.9 萬 | 0.68% | +49+1.4% | 加碼 |
| Sym Financial Corp | 3,591 | $97.9 萬 | 0.11% | −1,058−22.8% | 減碼 |
| Sky Investment Group LLC | 3,595 | $98.0 萬 | 0.17% | +65+1.8% | 加碼 |
| Romano Brothers and Company | 3,597 | $98.1 萬 | 0.12% | −376−9.5% | 減碼 |
| Summit Global Investments | 3,597 | $98.1 萬 | 0.06% | 00.0% | 不變 |
| Moseley Investment Management Inc | 3,602 | $98.2 萬 | 0.34% | −63−1.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 3,607 | $98.4 萬 | 0.13% | −911−20.2% | 減碼 |
| New Insight Wealth Advisors | 3,607 | $98.4 萬 | 0.40% | −122−3.3% | 減碼 |
| Cottage Street Advisors LLC | 3,608 | $98.4 萬 | 0.51% | −343−8.7% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 4,251 | $98.5 萬 | 0.32% | −161−3.6% | 減碼 |
| Duncan Williams Asset Management, LLC | 3,616 | $98.6 萬 | 0.31% | +480+15.3% | 加碼 |
| Oxler Private Wealth LLC | 3,617 | $98.6 萬 | 0.31% | −56−1.5% | 減碼 |
| Connecticut Wealth Management, LLC | 3,622 | $98.8 萬 | 0.05% | +3+0.1% | 加碼 |
| MWA Asset Management | 3,628 | $98.9 萬 | 0.61% | +24+0.7% | 加碼 |
| Csenge Advisory Group | 3,728 | $98.9 萬 | 0.05% | −159−4.1% | 減碼 |
| Lederer & Associates Investment Counsel | 3,633 | $99.1 萬 | 0.66% | +3,633 | 新進 |
| Prostatis Group LLC | 3,641 | $99.3 萬 | 0.28% | −796−17.9% | 減碼 |
| Sierra Capital LLC | 3,646 | $99.4 萬 | 0.11% | +7+0.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 3,654 | $99.6 萬 | 0.48% | +1,106+43.4% | 加碼 |
| Souders Financial Advisors | 3,655 | $99.7 萬 | 0.13% | −3,258−47.1% | 減碼 |
| Ecofi Investissements SA | 4,400 | $99.9 萬 | 1.17% | +1,150+35.4% | 加碼 |
| Investment Partners Asset Management, Inc. | 3,672 | $100.1 萬 | 0.70% | +183+5.2% | 加碼 |
| Consilium Wealth Advisory, LLC | 3,675 | $100.2 萬 | 0.42% | −84−2.2% | 減碼 |
| Guardian Partners Inc. | 3,705 | $100.4 萬 | 0.09% | +3,705 | 新進 |
| Twin City Private Wealth, LLC | 3,678 | $100.5 萬 | 0.82% | +10.0% | 加碼 |
| Seed Wealth Management, Inc. | 3,685 | $100.5 萬 | 0.75% | 00.0% | 不變 |
| Virtu Financial LLC | 3,686 | $100.5 萬 | 0.05% | −3,040−45.2% | 減碼 |
| Oder Investment Management, LLC | 3,698 | $100.8 萬 | 0.76% | 00.0% | 不變 |
| Texas Bank & Trust Co | 3,718 | $101.4 萬 | 0.40% | +179+5.1% | 加碼 |
| Burford Brothers, Inc. | 3,731 | $101.7 萬 | 0.47% | +61+1.7% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,751 | $102.3 萬 | 0.47% | +249+7.1% | 加碼 |
| AustralianSuper Pty Ltd | 3,752 | $102.3 萬 | 0.01% | −183,541−98.0% | 減碼 |
| Terry L. Blaker | 3,769 | $102.8 萬 | 0.04% | −447−10.6% | 減碼 |
| Forefront Wealth Partners, LLC | 3,078 | $102.9 萬 | 0.71% | −142−4.4% | 減碼 |
| United Community Bank | 3,779 | $103.0 萬 | 0.35% | +326+9.4% | 加碼 |
| Wrapmanager Inc | 3,787 | $103.3 萬 | 0.25% | −48−1.3% | 減碼 |
| Cape Investment Advisory, Inc. | 3,799 | $103.6 萬 | 0.38% | +109+3.0% | 加碼 |
| Valmark Advisers, Inc. | 3,804 | $103.7 萬 | 0.01% | +44+1.2% | 加碼 |
| GM Advisory Group, Inc. | 3,811 | $103.9 萬 | 0.05% | +2,462+182.5% | 加碼 |
| Putney Financial Group LLC | 3,820 | $104.2 萬 | 1.05% | −165−4.1% | 減碼 |
| Stansberry Asset Management, LLC | 3,832 | $104.5 萬 | 0.11% | −13,849−78.3% | 減碼 |
| Grove Bank & Trust | 3,838 | $104.7 萬 | 0.13% | −34−0.9% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 3,857 | $105.2 萬 | 0.79% | +2,225+136.3% | 加碼 |
| Birinyi Associates Inc | 3,858 | $105.2 萬 | 0.31% | 00.0% | 不變 |
| OV Management LLC | 3,871 | $105.6 萬 | 0.88% | −6,453−62.5% | 減碼 |
| Unified Investment Management | 3,875 | $105.7 萬 | 1.13% | +56+1.5% | 加碼 |
| West Family Investments, Inc. | 3,876 | $105.7 萬 | 0.28% | +1,060+37.6% | 加碼 |
| Carnegie Lake Advisors LLC | 3,886 | $106.0 萬 | 0.42% | 00.0% | 不變 |
| Bradyco, Inc. | 3,894 | $106.2 萬 | 0.78% | 00.0% | 不變 |
| Rothschild Investment LLC | 3,896 | $106.2 萬 | 0.07% | +427+12.3% | 加碼 |
| Fiduciary Financial Group, LLC | 3,915 | $106.5 萬 | 0.19% | −400−9.3% | 減碼 |
| Blueshift Asset Management, LLC | 3,906 | $106.5 萬 | 0.33% | +3,906 | 新進 |
| Fox Run Management, L.L.C. | 3,907 | $106.5 萬 | 0.18% | +3,907 | 新進 |
| Carr Financial Group Corp | 3,912 | $106.7 萬 | 0.31% | 00.0% | 不變 |
| Motiv8 Investments LLC | 3,928 | $107.1 萬 | 0.66% | +441+12.6% | 加碼 |
| Wincap Financial LLC | 3,936 | $107.3 萬 | 0.86% | +119+3.1% | 加碼 |
| Magnolia Capital Advisors LLC | 3,939 | $107.4 萬 | 0.27% | −146−3.6% | 減碼 |
| Minot DeBlois Advisors LLC | 3,945 | $107.6 萬 | 1.02% | +40+1.0% | 加碼 |
| Lebenthal Global Advisors, LLC | 3,948 | $107.7 萬 | 0.20% | −258−6.1% | 減碼 |
| Trillium Asset Management, LLC | 3,962 | $108.0 萬 | 0.03% | −10.0% | 減碼 |
| FCG Investment Co | 3,961 | $108.0 萬 | 0.56% | −3,693−48.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 3,973 | $108.3 萬 | 0.25% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 3,976 | $108.4 萬 | 0.22% | +350+9.7% | 加碼 |
| Trust Point Inc. | 4,001 | $109.1 萬 | 0.10% | −233−5.5% | 減碼 |
| Stableford Capital II LLC | 4,067 | $109.4 萬 | 0.41% | +4,067 | 新進 |
| Bank Ozk | 4,020 | $109.6 萬 | 0.42% | −268−6.3% | 減碼 |
| North Star Investment Management Corp. | 4,029 | $109.9 萬 | 0.08% | +4+0.1% | 加碼 |
| ClearAlpha Technologies LP | 4,044 | $110.3 萬 | 3.18% | +3,283+431.4% | 加碼 |
| Anchor Investment Management, LLC | 4,044 | $110.3 萬 | 0.10% | +157+4.0% | 加碼 |
| Bridges Investment Management Inc | 4,045 | $110.3 萬 | 0.01% | +90+2.3% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 4,054 | $110.5 萬 | 0.53% | +95+2.4% | 加碼 |
| Wulff, Hansen & Co. | 4,070 | $111.0 萬 | 0.95% | +1,455+55.6% | 加碼 |
| BSW Wealth Partners | 4,078 | $111.2 萬 | 0.15% | +170+4.4% | 加碼 |
| Copperleaf Capital, LLC | 4,081 | $111.3 萬 | 0.56% | −261−6.0% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 4,088 | $111.5 萬 | 0.04% | +388+10.5% | 加碼 |
| Argus Investors' Counsel, Inc. | 4,096 | $111.7 萬 | 0.79% | −687−14.4% | 減碼 |
| Congress Asset Management Co | 4,111 | $112.1 萬 | 0.01% | −301,974−98.7% | 減碼 |
| Ausdal Financial Partners, Inc. | 4,121 | $112.4 萬 | 0.07% | −124−2.9% | 減碼 |
| Old Point Trust & Financial Services N A | 4,122 | $112.4 萬 | 0.39% | +490+13.5% | 加碼 |
| PFG Advisors | 4,150 | $113.2 萬 | 0.05% | +1,389+50.3% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,146 | $113.2 萬 | 0.13% | −20−0.5% | 減碼 |
| Gallagher Capital Advisors, LLC | 4,203 | $113.2 萬 | 0.92% | −550−11.6% | 減碼 |