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 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 | 2,493 | $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 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 |
|---|---|---|---|---|---|
| JB Capital LLC | 1,554 | $42.4 萬 | 0.02% | −2−0.1% | 減碼 |
| BlackDiamond Wealth Management Inc. | 1,555 | $42.3 萬 | 0.24% | +244+18.6% | 加碼 |
| Dougherty Wealth Advisers LLC | 1,549 | $42.2 萬 | 0.28% | 00.0% | 不變 |
| Balanced Rock Investment Advisor | 1,544 | $42.1 萬 | 0.33% | −128−7.7% | 減碼 |
| Cypress Point Wealth Management, LLC | 1,543 | $42.1 萬 | 0.10% | 00.0% | 不變 |
| CVFG LLC | 1,543 | $42.1 萬 | 0.33% | +10+0.7% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 1,545 | $42.1 萬 | 0.29% | +173+12.6% | 加碼 |
| Berkeley Capital Partners, LLC | 1,540 | $42.0 萬 | 0.11% | −51−3.2% | 減碼 |
| Strategic Investment Advisors | 1,538 | $41.9 萬 | 0.04% | −2,392−60.9% | 減碼 |
| Grandfield & Dodd, LLC | 1,537 | $41.9 萬 | 0.02% | +170+12.4% | 加碼 |
| KWB Wealth | 1,560 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Brown Financial Advisors | 1,535 | $41.9 萬 | 0.16% | −12−0.8% | 減碼 |
| Pioneer Wealth Management Group | 1,535 | $41.9 萬 | 0.16% | 00.0% | 不變 |
| Breed's Hill Capital LLC | 1,533 | $41.8 萬 | 0.20% | −201−11.6% | 減碼 |
| Madison Park Capital Advisors, LLC | 1,530 | $41.7 萬 | 0.35% | 00.0% | 不變 |
| Spectrum Planning & Advisory Services Inc. | 1,530 | $41.7 萬 | 0.27% | +1,530 | 新進 |
| High Note Wealth, LLC | 1,525 | $41.6 萬 | 0.10% | −1,222−44.5% | 減碼 |
| RiverGlades Family Offices LLC | 1,525 | $41.6 萬 | 0.27% | 00.0% | 不變 |
| SevenBridge Financial Group, LLC | 1,789 | $41.4 萬 | 0.07% | −138−7.2% | 減碼 |
| Ridgewood Investments LLC | 1,514 | $41.3 萬 | 0.18% | +259+20.6% | 加碼 |
| 4WEALTH Advisors, Inc. | 1,509 | $41.1 萬 | 0.43% | −8−0.5% | 減碼 |
| Harbor Advisors LLC | 1,500 | $40.9 萬 | 0.07% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 1,500 | $40.9 萬 | 0.01% | 00.0% | 不變 |
| Howard Financial Services, Ltd. | 1,499 | $40.9 萬 | 0.05% | −42−2.7% | 減碼 |
| RD Lewis Holdings, Inc. | 1,691 | $40.7 萬 | 0.41% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 1,494 | $40.7 萬 | 0.04% | +232+18.4% | 加碼 |
| DC Investments Management, LLC | 1,491 | $40.7 萬 | 0.17% | 00.0% | 不變 |
| Womack Financial LLC | 1,486 | $40.5 萬 | 0.34% | +21+1.4% | 加碼 |
| DLK Investment Management, LLC | 1,485 | $40.5 萬 | 0.15% | +393+36.0% | 加碼 |
| Beaton Management Co. Inc. | 1,485 | $40.5 萬 | 0.20% | +100+7.2% | 加碼 |
| American Capital Advisory, LLC | 1,485 | $40.5 萬 | 0.20% | +1,100+285.7% | 加碼 |
| Keystone Financial Group | 1,484 | $40.5 萬 | 0.04% | −14−0.9% | 減碼 |
| Hengehold Capital Management LLC | 1,483 | $40.4 萬 | 0.04% | −684−31.6% | 減碼 |
| Opes Wealth Management LLC | 1,480 | $40.4 萬 | 0.07% | −15−1.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 1,471 | $40.1 萬 | 0.02% | −73−4.7% | 減碼 |
| McAdam, LLC | 1,466 | $40.0 萬 | 0.02% | +718+96.0% | 加碼 |
| Capstone Wealth Management Group LLC | 1,458 | $39.8 萬 | 0.29% | +62+4.4% | 加碼 |
| Fairvoy Private Wealth, LLC | 1,458 | $39.7 萬 | 0.10% | −45−3.0% | 減碼 |
| Muirfield Wealth Advisors LLC | 1,453 | $39.6 萬 | 0.32% | −24−1.6% | 減碼 |
| Bank of Stockton | 1,448 | $39.5 萬 | 0.12% | +26+1.8% | 加碼 |
| United Advisor Group, LLC | 1,448 | $39.5 萬 | 0.07% | +356+32.6% | 加碼 |
| CenterStar Asset Management, LLC | 1,447 | $39.5 萬 | 0.49% | +1,447 | 新進 |
| Paladin Advisory Group, LLC | 1,446 | $39.4 萬 | 0.30% | 00.0% | 不變 |
| Farrell Financial LLC | 1,445 | $39.4 萬 | 0.26% | +1+0.1% | 加碼 |
| GLOBALT Investments LLC | 1,442 | $39.3 萬 | 0.02% | +123+9.3% | 加碼 |
| Aspen Grove Capital, LLC | 1,438 | $39.3 萬 | 0.07% | +423+41.7% | 加碼 |
| Cardinal Point Capital Management, ULC | 1,440 | $39.3 萬 | 0.03% | +1,440 | 新進 |
| Hickory Asset Management, Inc. | 1,435 | $39.1 萬 | 0.32% | +28+2.0% | 加碼 |
| Sandy Cove Advisors, LLC | 1,435 | $39.1 萬 | 0.14% | −104−6.8% | 減碼 |
| Tempus Wealth Planning, LLC | 1,434 | $39.1 萬 | 0.10% | +130+10.0% | 加碼 |
| Manchester Capital Management LLC | 1,431 | $39.0 萬 | 0.05% | +101+7.6% | 加碼 |
| Moment Partners, LLC | 1,431 | $39.0 萬 | 0.07% | −29−2.0% | 減碼 |
| Enterprise Financial Services Corp | 1,430 | $39.0 萬 | 0.21% | +241+20.3% | 加碼 |
| Adirondack Trust Co | 1,428 | $38.9 萬 | 0.14% | −4−0.3% | 減碼 |
| Retirement Income Solutions, Inc | 1,423 | $38.8 萬 | 0.07% | −73−4.9% | 減碼 |
| Banco BTG Pactual S.A. | 1,423 | $38.8 萬 | 0.08% | +301+26.8% | 加碼 |
| Lifeworks Advisors, LLC | 1,420 | $38.7 萬 | 0.06% | +40+2.9% | 加碼 |
| Busey Wealth Management | 1,414 | $38.6 萬 | 0.01% | +8+0.6% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $38.4 萬 | 0.03% | +10+0.7% | 加碼 |
| Sheets Smith Wealth Management | 1,409 | $38.4 萬 | 0.04% | +60+4.4% | 加碼 |
| Diversified Enterprises, LLC | 1,409 | $38.4 萬 | 0.03% | −314−18.2% | 減碼 |
| Cohen & Steers, Inc. | 1,400 | $38.2 萬 | 0.00% | +316+29.2% | 加碼 |
| Quarry LP | 1,400 | $38.2 萬 | 0.09% | −1,107−44.2% | 減碼 |
| TFC Financial Management | 1,396 | $38.1 萬 | 0.05% | +6+0.4% | 加碼 |
| Long Run Wealth Advisors, LLC | 1,393 | $38.0 萬 | 0.08% | −403−22.4% | 減碼 |
| First Financial Corp | 1,391 | $37.9 萬 | 0.17% | −131−8.6% | 減碼 |
| IFC Advisors LLC | 1,391 | $37.9 萬 | 0.07% | −226−14.0% | 減碼 |
| Empirical Asset Management, LLC | 1,379 | $37.6 萬 | 0.12% | −1,886−57.8% | 減碼 |
| Cambria Investment Management, L.P. | 1,378 | $37.6 萬 | 0.03% | +1,378 | 新進 |
| Abacus Planning Group, Inc. | 1,377 | $37.6 萬 | 0.06% | +103+8.1% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 1,376 | $37.5 萬 | 0.01% | −278−16.8% | 減碼 |
| one8zero8, LLC | 1,372 | $37.4 萬 | 0.09% | −376−21.5% | 減碼 |
| Scissortail Wealth Management, LLC | 1,369 | $37.3 萬 | 0.09% | +37+2.8% | 加碼 |
| Sonata Capital Group Inc | 1,367 | $37.3 萬 | 0.15% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 1,381 | $37.3 萬 | 0.06% | −69−4.8% | 減碼 |
| Beacon Financial Group | 1,367 | $37.3 萬 | 0.04% | −159−10.4% | 減碼 |
| Bull Oak Capital, LLC | 1,366 | $37.2 萬 | 0.17% | −230−14.4% | 減碼 |
| Morling Financial Advisors, LLC | 1,356 | $37.0 萬 | 0.12% | −329−19.5% | 減碼 |
| TigerOak Management, L.L.C. | 1,355 | $36.9 萬 | 0.13% | −9−0.7% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,354 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 1,354 | $36.9 萬 | 0.10% | −87−6.0% | 減碼 |
| Chilton Investment Co LLC | 1,351 | $36.8 萬 | 0.01% | +1,351 | 新進 |
| Cassaday & Co Wealth Management LLC | 1,351 | $36.8 萬 | 0.01% | +165+13.9% | 加碼 |
| Mindset Wealth Management, LLC | 1,350 | $36.8 萬 | 0.12% | −106−7.3% | 減碼 |
| Evernest Financial Advisors, LLC | 1,348 | $36.8 萬 | 0.12% | +242+21.9% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,346 | $36.7 萬 | 0.10% | −36−2.6% | 減碼 |
| Fortress Wealth Group, LLC | 1,454 | $36.7 萬 | 0.17% | +145+11.1% | 加碼 |
| Rainier Family Wealth Inc | 1,345 | $36.7 萬 | 0.37% | −494−26.9% | 減碼 |
| Sterling Investment Counsel, LLC | 1,340 | $36.5 萬 | 0.21% | −2,976−69.0% | 減碼 |
| Alteri Wealth LLC | 1,337 | $36.5 萬 | 0.14% | −156−10.4% | 減碼 |
| Mechanics Bank Trust Department | 1,337 | $36.5 萬 | 0.05% | −122−8.4% | 減碼 |
| Truvestments Capital LLC | 1,332 | $36.3 萬 | 0.07% | −106−7.4% | 減碼 |
| Full Sail Capital, LLC | 1,331 | $36.3 萬 | 0.02% | +397+42.5% | 加碼 |
| Onyx Bridge Wealth Group LLC | 1,330 | $36.3 萬 | 0.05% | +141+11.9% | 加碼 |
| Marest Capital, LLC | 1,326 | $36.2 萬 | 0.28% | +1,326 | 新進 |
| Beacon Capital Management, LLC | 1,326 | $36.2 萬 | 0.05% | −141−9.6% | 減碼 |
| Mattern Wealth Management LLC | 1,325 | $36.1 萬 | 0.08% | −310−19.0% | 減碼 |
| KFA Private Wealth Group, LLC | 1,324 | $36.1 萬 | 0.11% | +55+4.3% | 加碼 |
| Gladius Capital Management LP | 1,321 | $36.0 萬 | 0.56% | −2,398−64.5% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 1,319 | $36.0 萬 | 0.09% | −291−18.1% | 減碼 |