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 3 季 13F 持有人
Salesforce, Inc. 在 2025/9/30 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
- 2,815
- 較 2025 年第 2 季 −89 家
- 持有股數
- 7.58 億
- 較 2025 年第 2 季 −134.0 萬 (−0.2%)
- 總市值
- $1,798 億
- 較 2025 年第 2 季 −$271.1 億 (−13.1%)
- 新進機構
- 205
- 另有 1,158 家加碼
- 清倉機構
- 294
- 另有 1,218 家減碼
另有 55 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 2,471 | $58.6 萬 | 0.17% | −799−24.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,459 | $58.3 萬 | 0.05% | −37−1.5% | 減碼 |
| Financial Advisory Service, Inc. | 2,457 | $58.2 萬 | 0.04% | −194−7.3% | 減碼 |
| Atlantic Trust, LLC | 2,452 | $58.1 萬 | 0.10% | −69−2.7% | 減碼 |
| Koss-Olinger Consulting, LLC | 2,130 | $58.1 萬 | 0.05% | −201−8.6% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,441 | $58.0 萬 | 0.14% | +53+2.2% | 加碼 |
| Kuhn & Co Investment Counsel | 2,445 | $57.9 萬 | 0.46% | −22−0.9% | 減碼 |
| China Universal Asset Management Co., Ltd. | 2,439 | $57.9 萬 | 0.05% | −4,941−67.0% | 減碼 |
| Lokken Investment Group LLC | 2,435 | $57.7 萬 | 0.20% | −88−3.5% | 減碼 |
| Smithfield Trust Co | 2,430 | $57.6 萬 | 0.03% | −59−2.4% | 減碼 |
| Financial Enhancement Group LLC | 2,395 | $57.6 萬 | 0.08% | +155+6.9% | 加碼 |
| H&H Retirement Design & Management INC | 2,376 | $57.4 萬 | 0.31% | +509+27.3% | 加碼 |
| Inscription Capital, LLC | 2,420 | $57.3 萬 | 0.06% | +674+38.6% | 加碼 |
| Ramiah Investment Group | 2,407 | $57.0 萬 | 0.51% | +628+35.3% | 加碼 |
| United Advisor Group, LLC | 2,406 | $57.0 萬 | 0.08% | +958+66.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,391 | $56.7 萬 | 0.00% | −98−3.9% | 減碼 |
| Silver Oak Securities, Inc | 2,389 | $56.6 萬 | 0.04% | −769−24.4% | 減碼 |
| Greenwich Wealth Management LLC | 2,384 | $56.5 萬 | 0.03% | −25−1.0% | 減碼 |
| Millstone Evans Group, LLC | 2,383 | $56.5 萬 | 0.36% | −44−1.8% | 減碼 |
| Axim Planning & Wealth | 2,381 | $56.4 萬 | 0.45% | +2,381 | 新進 |
| Purus Wealth Management, LLC | 2,362 | $56.0 萬 | 0.18% | +2,362 | 新進 |
| Ameriflex Group, Inc. | 2,356 | $55.8 萬 | 0.21% | +1,265+115.9% | 加碼 |
| Capula Management Ltd | 2,352 | $55.7 萬 | 0.00% | +1,573+201.9% | 加碼 |
| WBH Advisory Inc | 2,351 | $55.7 萬 | 0.04% | +145+6.6% | 加碼 |
| IFG Advisory, LLC | 2,345 | $55.6 萬 | 0.03% | +66+2.9% | 加碼 |
| GTS Securities LLC | 2,331 | $55.2 萬 | 0.02% | +2,331 | 新進 |
| ZEGA Investments, LLC | 2,328 | $55.2 萬 | 0.13% | +2,328 | 新進 |
| Advisor OS, LLC | 2,325 | $55.1 萬 | 0.05% | −364−13.5% | 減碼 |
| Magnus Financial Group LLC | 2,325 | $55.1 萬 | 0.04% | +24+1.0% | 加碼 |
| Winthrop Advisory Group LLC | 2,320 | $55.1 萬 | 0.05% | +275+13.4% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 2,317 | $54.9 萬 | 0.32% | −122−5.0% | 減碼 |
| Founders Financial Alliance, LLC | 2,316 | $54.9 萬 | 0.10% | +182+8.5% | 加碼 |
| Avidian Wealth Solutions, LLC | 2,313 | $54.8 萬 | 0.02% | +88+4.0% | 加碼 |
| Trueblood Wealth Management, LLC | 2,310 | $54.8 萬 | 0.21% | −936−28.8% | 減碼 |
| Diligent Investors, LLC | 2,300 | $54.5 萬 | 0.14% | −1,983−46.3% | 減碼 |
| Vestor Capital, LLC | 2,298 | $54.5 萬 | 0.03% | +217+10.4% | 加碼 |
| RAM Investment Partners, LLC | 2,295 | $54.4 萬 | 0.10% | +23+1.0% | 加碼 |
| Victory Financial Group, LLC | 2,287 | $54.4 萬 | 0.07% | +257+12.7% | 加碼 |
| BankPlus Wealth Management LLC | 2,293 | $54.4 萬 | 0.32% | +29+1.3% | 加碼 |
| Ridgewood Investments LLC | 2,287 | $54.2 萬 | 0.23% | +773+51.1% | 加碼 |
| 17 Capital Partners, LLC | 2,286 | $54.2 萬 | 0.29% | −35−1.5% | 減碼 |
| Greenfield Savings Bank | 2,281 | $54.1 萬 | 0.23% | +314+16.0% | 加碼 |
| Pure Financial Advisors, Inc. | 2,268 | $53.8 萬 | 0.01% | +348+18.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 2,264 | $53.7 萬 | 0.06% | −417−15.6% | 減碼 |
| Gibbs Wealth Management | 2,261 | $53.6 萬 | 0.12% | −385−14.6% | 減碼 |
| Cim Investment Mangement Inc | 2,260 | $53.6 萬 | 0.15% | −21−0.9% | 減碼 |
| Windsor Capital Management, LLC | 2,257 | $53.5 萬 | 0.15% | −250−10.0% | 減碼 |
| Silver Coast Investments LLC | 2,246 | $53.2 萬 | 0.18% | +179+8.7% | 加碼 |
| Gsa Capital Partners LLP | 2,232 | $52.9 萬 | 0.04% | −2,346−51.2% | 減碼 |
| CoreCap Advisors, LLC | 2,217 | $52.5 萬 | 0.02% | +240+12.1% | 加碼 |
| IFG Advisors, LLC | 2,215 | $52.5 萬 | 0.09% | −10.0% | 減碼 |
| Cookson Peirce & Co Inc | 2,214 | $52.5 萬 | 0.02% | +1,314+146.0% | 加碼 |
| Meeder Asset Management Inc | 2,205 | $52.3 萬 | 0.03% | +193+9.6% | 加碼 |
| Leavell Investment Management, Inc. | 2,201 | $52.2 萬 | 0.02% | −86−3.8% | 減碼 |
| Accurate Wealth Management, LLC | 2,176 | $52.2 萬 | 0.07% | −3,373−60.8% | 減碼 |
| Lion Street Advisors, LLC | 1,735 | $52.0 萬 | 0.18% | +690+66.0% | 加碼 |
| Somerset Trust Co | 2,192 | $52.0 萬 | 0.16% | +1,010+85.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,190 | $51.9 萬 | 0.06% | −1,084−33.1% | 減碼 |
| Semus Wealth Partners LLC | 2,180 | $51.7 萬 | 0.29% | +296+15.7% | 加碼 |
| Peterson Wealth Services | 3,456 | $51.6 萬 | 0.13% | +1,321+61.9% | 加碼 |
| Colonial River Wealth Management, LLC | 2,178 | $51.6 萬 | 0.19% | −330−13.2% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 2,175 | $51.5 萬 | 0.34% | 00.0% | 不變 |
| BXM Wealth LLC | 2,172 | $51.5 萬 | 0.49% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 2,168 | $51.4 萬 | 0.06% | +2,168 | 新進 |
| Natural Investments, LLC | 2,165 | $51.3 萬 | 0.13% | −12−0.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,160 | $51.2 萬 | 0.04% | −284−11.6% | 減碼 |
| IVC Wealth Advisors LLC | 2,150 | $51.0 萬 | 0.23% | +100+4.9% | 加碼 |
| Harmony Asset Management LLC | 2,148 | $50.9 萬 | 0.18% | 00.0% | 不變 |
| Perennial Advisors, LLC | 2,141 | $50.7 萬 | 0.09% | +118+5.8% | 加碼 |
| Win Advisors, Inc | 2,140 | $50.7 萬 | 0.25% | +2,140 | 新進 |
| Colonial Trust Co | 2,138 | $50.7 萬 | 0.07% | +1,083+102.7% | 加碼 |
| FSM Wealth Advisors, LLC | 2,133 | $50.6 萬 | 0.07% | +752+54.5% | 加碼 |
| OneAscent Financial Services LLC | 2,127 | $50.4 萬 | 0.03% | −1,066−33.4% | 減碼 |
| a16z Perennial Management, L.P. | 2,125 | $50.4 萬 | 0.04% | +2,125 | 新進 |
| Appleton Partners Inc | 2,123 | $50.3 萬 | 0.03% | −232−9.9% | 減碼 |
| Tennessee Valley Asset Management Partners | 2,121 | $50.3 萬 | 0.07% | +263+14.2% | 加碼 |
| Bank of Jackson Hole Trust | 2,117 | $50.2 萬 | 0.25% | +1,505+245.9% | 加碼 |
| Requisite Capital Management, LLC | 2,110 | $50.1 萬 | 0.08% | +2,110 | 新進 |
| Walkner Condon Financial Advisors LLC | 2,113 | $50.1 萬 | 0.08% | −153−6.8% | 減碼 |
| Consilio Wealth Advisors, LLC | 2,107 | $49.9 萬 | 0.16% | +25+1.2% | 加碼 |
| New Republic Capital, LLC | 2,103 | $49.8 萬 | 0.15% | +127+6.4% | 加碼 |
| Portland Investment Counsel Inc. | 2,102 | $49.8 萬 | 0.14% | +2,102 | 新進 |
| Versant Capital Management, Inc | 2,096 | $49.7 萬 | 0.07% | −493−19.0% | 減碼 |
| Onyx Bridge Wealth Group LLC | 2,092 | $49.6 萬 | 0.05% | +762+57.3% | 加碼 |
| Patron Partners Advisors, LLC | 2,083 | $49.4 萬 | 0.22% | −211−9.2% | 減碼 |
| Serenus Wealth Advisors, LLC | 2,077 | $49.2 萬 | 0.08% | +2,077 | 新進 |
| Regent Peak Wealth Advisors LLC | 2,074 | $49.2 萬 | 0.10% | +2,074 | 新進 |
| Bank of Hawaii | 2,070 | $49.1 萬 | 0.02% | −93−4.3% | 減碼 |
| Rexford Capital Inc | 2,067 | $49.0 萬 | 0.38% | +29+1.4% | 加碼 |
| Independent Solutions Wealth Management, LLC | 2,065 | $48.9 萬 | 0.09% | +195+10.4% | 加碼 |
| Latko Wealth Management, Ltd. | 2,062 | $48.9 萬 | 0.25% | +3+0.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,058 | $48.8 萬 | 0.06% | −3,818−65.0% | 減碼 |
| McHugh Group, LLC | 2,050 | $48.6 萬 | 0.29% | −200−8.9% | 減碼 |
| Centurion Wealth Management LLC | 2,042 | $48.4 萬 | 0.11% | +31+1.5% | 加碼 |
| Element Capital Management LLC | 2,040 | $48.3 萬 | 0.68% | +2,040 | 新進 |
| Synergy Financial Group, LTD | 2,035 | $48.2 萬 | 0.33% | +48+2.4% | 加碼 |
| Runnymede Capital Advisors, Inc. | 2,030 | $48.1 萬 | 0.40% | −500−19.8% | 減碼 |
| Northern Financial Advisors Inc | 2,030 | $48.1 萬 | 0.25% | +304+17.6% | 加碼 |
| Jeppson Wealth Management, LLC | 2,027 | $48.0 萬 | 0.15% | +18+0.9% | 加碼 |
| Sunpointe, LLC | 2,015 | $47.8 萬 | 0.17% | −222−9.9% | 減碼 |