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
- 2,960
- 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 1,404 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 |
|---|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 9,727 | $265.2 萬 | 0.33% | +1,952+25.1% | 加碼 |
| Missouri Trust & Investment Co | 9,698 | $264.5 萬 | 0.86% | +213+2.2% | 加碼 |
| Secure Asset Management, LLC | 9,692 | $264.3 萬 | 0.49% | +448+4.8% | 加碼 |
| Harbor Investment Advisory, LLC | 26,326 | $264.2 萬 | 0.24% | −1,955−6.9% | 減碼 |
| Principle Wealth Partners LLC | 9,641 | $262.9 萬 | 0.16% | +382+4.1% | 加碼 |
| Birch Hill Investment Advisors LLC | 9,632 | $262.7 萬 | 0.12% | −885−8.4% | 減碼 |
| Douglass Winthrop Advisors, LLC | 9,624 | $262.4 萬 | 0.05% | −162−1.7% | 減碼 |
| Sowell Financial Services LLC | 9,585 | $261.4 萬 | 0.11% | +240+2.6% | 加碼 |
| Smith, Salley & Associates | 9,576 | $261.1 萬 | 0.15% | +1,110+13.1% | 加碼 |
| Wealthspire Advisors, LLC | 9,532 | $259.9 萬 | 0.01% | +1,208+14.5% | 加碼 |
| Resonant Capital Advisors, LLC | 9,498 | $259.4 萬 | 0.17% | +970+11.4% | 加碼 |
| RMR Wealth Builders | 9,510 | $259.3 萬 | 0.24% | +677+7.7% | 加碼 |
| Aft, Forsyth & Sober, LLC | 9,500 | $259.1 萬 | 0.88% | +250+2.7% | 加碼 |
| Deltec Asset Management LLC | 9,500 | $259.1 萬 | 0.46% | +3,000+46.2% | 加碼 |
| Little House Capital LLC | 9,486 | $258.7 萬 | 0.65% | +441+4.9% | 加碼 |
| Resources Management Corp | 9,484 | $258.6 萬 | 0.35% | +2,188+30.0% | 加碼 |
| Concord Asset Management, LLC | 9,479 | $258.5 萬 | 0.39% | +1,480+18.5% | 加碼 |
| Concord Wealth Partners | 9,479 | $258.5 萬 | 0.38% | +2,036+27.4% | 加碼 |
| Private Trust Co NA | 9,445 | $257.6 萬 | 0.25% | +101+1.1% | 加碼 |
| Correct Capital Wealth Management | 9,433 | $257.2 萬 | 0.50% | +6,042+178.2% | 加碼 |
| Cetera Trust Company, N.A | 9,411 | $256.6 萬 | 1.53% | −25−0.3% | 減碼 |
| Boomfish Wealth Group, LLC | 9,395 | $256.2 萬 | 1.48% | +588+6.7% | 加碼 |
| Naviter Wealth, LLC | 9,359 | $255.6 萬 | 0.31% | +128+1.4% | 加碼 |
| Connable Office Inc | 9,351 | $255.0 萬 | 0.25% | +31+0.3% | 加碼 |
| Aperture Investors, LLC | 9,338 | $254.6 萬 | 0.34% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 9,256 | $252.4 萬 | 0.11% | +1,521+19.7% | 加碼 |
| Welch & Forbes LLC | 9,253 | $252.3 萬 | 0.03% | −273−2.9% | 減碼 |
| Boltwood Capital Management | 9,251 | $252.3 萬 | 0.72% | −14−0.2% | 減碼 |
| Cigna Investments Inc | 9,206 | $251.0 萬 | 0.43% | −124−1.3% | 減碼 |
| Pitcairn Co | 9,202 | $250.9 萬 | 0.16% | −1,991−17.8% | 減碼 |
| DRW Securities, LLC | 9,189 | $250.1 萬 | 0.18% | +9,189 | 新進 |
| Forum Financial Management, LP | 9,160 | $249.8 萬 | 0.04% | −1,317−12.6% | 減碼 |
| Herbst Group, LLC | 9,125 | $248.8 萬 | 1.49% | +315+3.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 9,116 | $248.6 萬 | 0.08% | −114−1.2% | 減碼 |
| Verde Capital Management | 9,051 | $246.8 萬 | 0.61% | +614+7.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 9,048 | $246.7 萬 | 0.19% | +260+3.0% | 加碼 |
| Financial Gravity Companies, Inc. | 9,015 | $245.8 萬 | 0.48% | +9,015 | 新進 |
| Rice Partnership, LLC | 9,006 | $245.6 萬 | 0.43% | +1,064+13.4% | 加碼 |
| Triangle Securities Wealth Management | 8,998 | $245.4 萬 | 0.60% | +279+3.2% | 加碼 |
| Boston Private Wealth LLC | 8,965 | $244.5 萬 | 0.13% | −8,107−47.5% | 減碼 |
| Congress Park Capital LLC | 8,957 | $244.2 萬 | 0.80% | +834+10.3% | 加碼 |
| Procyon Private Wealth Partners, LLC | 8,916 | $243.1 萬 | 0.23% | −25,811−74.3% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 8,907 | $242.9 萬 | 0.66% | +6+0.1% | 加碼 |
| Applied Finance Capital Management, LLC | 8,902 | $242.7 萬 | 0.17% | +8,902 | 新進 |
| Kidder Stephen W | 8,876 | $242.0 萬 | 0.73% | +1,234+16.1% | 加碼 |
| Pictet North America Advisors SA | 8,826 | $240.7 萬 | 0.24% | −1,461−14.2% | 減碼 |
| Citizens & Northern Corp | 8,821 | $240.5 萬 | 0.64% | −92−1.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,778 | $239.4 萬 | 0.11% | +268+3.1% | 加碼 |
| LifePlan Financial, LLC | 8,760 | $238.9 萬 | 1.98% | +466+5.6% | 加碼 |
| Compton Wealth Advisory Group, LLC | 8,720 | $237.8 萬 | 0.60% | +431+5.2% | 加碼 |
| StoneX Group Inc. | 8,693 | $237.4 萬 | 0.12% | +365+4.4% | 加碼 |
| Nelson Capital Management, LLC | 8,689 | $236.9 萬 | 0.31% | +195+2.3% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 8,668 | $236.4 萬 | 0.56% | +2,046+30.9% | 加碼 |
| Wealth Alliance | 8,656 | $236.0 萬 | 0.26% | −193−2.2% | 減碼 |
| Mirador Capital Partners LP | 8,637 | $235.5 萬 | 0.38% | +4,647+116.5% | 加碼 |
| Parsonex Advisory Services, Inc. | 8,624 | $235.2 萬 | 1.96% | +8,624 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 8,621 | $235.1 萬 | 0.77% | +566+7.0% | 加碼 |
| Pinnacle Holdings, LLC | 8,615 | $234.9 萬 | 0.85% | +803+10.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,594 | $234.3 萬 | 0.26% | +764+9.8% | 加碼 |
| Good Life Advisors, LLC | 8,552 | $233.2 萬 | 0.15% | −638−6.9% | 減碼 |
| DeDora Capital, Inc. | 8,532 | $232.7 萬 | 0.61% | +407+5.0% | 加碼 |
| L.M. Kohn & Company | 8,531 | $232.6 萬 | 0.63% | −458−5.1% | 減碼 |
| Stonegate Investment Group, LLC | 8,479 | $231.2 萬 | 0.06% | +35+0.4% | 加碼 |
| Orin Green Financial, LLC | 8,461 | $230.7 萬 | 0.98% | +161+1.9% | 加碼 |
| Hall Laurie J Trustee | 8,445 | $230.3 萬 | 0.76% | +8,445 | 新進 |
| Wealth Alliance Advisory Group, LLC | 8,415 | $229.5 萬 | 0.44% | +3,161+60.2% | 加碼 |
| Graypoint LLC | 8,414 | $229.4 萬 | 0.13% | +149+1.8% | 加碼 |
| Kampmann Melissa S. | 8,414 | $229.4 萬 | 1.72% | −195−2.3% | 減碼 |
| Cove Private Wealth, LLC | 8,391 | $228.8 萬 | 0.81% | +1,409+20.2% | 加碼 |
| Steinberg Asset Management LLC | 8,348 | $228.0 萬 | 1.70% | +505+6.4% | 加碼 |
| Umpqua Bank | 8,312 | $227.5 萬 | 0.69% | +615+8.0% | 加碼 |
| Arete Wealth Advisors, LLC | 8,400 | $227.4 萬 | 0.16% | −2,902−25.7% | 減碼 |
| Stoneridge Investment Partners LLC | 8,340 | $227.4 萬 | 1.71% | +1,016+13.9% | 加碼 |
| Bridgeway Capital Management, LLC | 8,290 | $226.1 萬 | 0.05% | −180−2.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 8,263 | $225.3 萬 | 0.35% | +1,802+27.9% | 加碼 |
| CTC Alternative Strategies, Ltd. | 8,220 | $224.2 萬 | 1.96% | +8,220 | 新進 |
| Heritage Trust Co | 8,032 | $219.0 萬 | 0.25% | +156+2.0% | 加碼 |
| PFG Investments, LLC | 8,029 | $218.9 萬 | 0.13% | +1,837+29.7% | 加碼 |
| Elmwood Wealth Management, Inc. | 8,001 | $218.2 萬 | 0.86% | −76−0.9% | 減碼 |
| Power Wealth Management LLC | 7,992 | $217.9 萬 | 0.84% | −150−1.8% | 減碼 |
| Future Fund LLC | 7,988 | $217.8 萬 | 0.97% | +1,477+22.7% | 加碼 |
| Shepherd Financial Partners LLC | 7,982 | $217.7 萬 | 0.23% | −410−4.9% | 減碼 |
| Ancora Advisors, LLC | 7,963 | $217.1 萬 | 0.05% | +978+14.0% | 加碼 |
| FOCUS Wealth Advisors, LLC | 7,959 | $217.0 萬 | 1.13% | +69+0.9% | 加碼 |
| South Dakota Investment Council | 7,928 | $216.2 萬 | 0.04% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 8,089 | $216.2 萬 | 0.06% | −293−3.5% | 減碼 |
| Central Valley Advisors, LLC | 7,910 | $215.7 萬 | 0.73% | +929+13.3% | 加碼 |
| Signet Financial Management, LLC | 7,902 | $215.5 萬 | 0.27% | +28+0.4% | 加碼 |
| Chickasaw Capital Management LLC | 7,900 | $215.4 萬 | 0.09% | −80−1.0% | 減碼 |
| Dover Advisors, LLC | 7,899 | $215.4 萬 | 0.95% | −491−5.9% | 減碼 |
| Leelyn Smith, LLC | 7,868 | $214.5 萬 | 0.35% | +622+8.6% | 加碼 |
| Charter Research & Investment Group, Inc. | 7,862 | $214.4 萬 | 1.60% | −190−2.4% | 減碼 |
| Atala Financial Inc | 7,845 | $213.9 萬 | 1.48% | +553+7.6% | 加碼 |
| SWP Investment Management LLC | 7,825 | $213.4 萬 | 2.52% | +69+0.9% | 加碼 |
| Cooper Financial Group | 7,804 | $212.8 萬 | 0.25% | +563+7.8% | 加碼 |
| Glen Eagle Advisors, LLC | 7,794 | $212.5 萬 | 0.33% | +1,289+19.8% | 加碼 |
| EPG Wealth Management LLC | 7,770 | $211.9 萬 | 0.64% | +122+1.6% | 加碼 |
| Highland Capital Management, LLC | 7,760 | $211.6 萬 | 0.11% | −2,532−24.6% | 減碼 |
| Harfst & Associates, Inc. | 7,746 | $211.2 萬 | 0.44% | +30+0.4% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,735 | $210.9 萬 | 0.37% | +7,735 | 新進 |