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 4 季 13F 持有人
Salesforce, Inc. 在 2025/12/31 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
- 2,959
- 較 2025 年第 3 季 +206 家
- 持有股數
- 8.10 億
- 較 2025 年第 3 季 +5,352 萬 (+7.1%)
- 總市值
- $2,019 億
- 較 2025 年第 3 季 +$225.6 億 (+12.6%)
- 新進機構
- 414
- 另有 1,086 家加碼
- 清倉機構
- 208
- 另有 1,234 家減碼
另有 63 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 2,167 | $57.4 萬 | 0.10% | +26+1.2% | 加碼 |
| Cape Ann Savings Bank | 2,169 | $57.5 萬 | 0.29% | +235+12.2% | 加碼 |
| Tennessee Valley Asset Management Partners | 2,169 | $57.5 萬 | 0.07% | +48+2.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,180 | $57.8 萬 | 0.04% | +20+0.9% | 加碼 |
| Peterson Wealth Services | 2,181 | $57.8 萬 | 0.15% | −1,275−36.9% | 減碼 |
| Windsor Capital Management, LLC | 2,185 | $57.9 萬 | 0.16% | −72−3.2% | 減碼 |
| Richardson Financial Services Inc. | 2,178 | $57.9 萬 | 0.36% | +270+14.2% | 加碼 |
| Kestra Investment Management, LLC | 2,189 | $58.0 萬 | 0.01% | −491−18.3% | 減碼 |
| Calton & Associates, Inc. | 2,191 | $58.0 萬 | 0.09% | +683+45.3% | 加碼 |
| Capstone Wealth Management Group LLC | 2,197 | $58.2 萬 | 0.35% | +203+10.2% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 2,198 | $58.2 萬 | 0.06% | −66−2.9% | 減碼 |
| IFG Advisors, LLC | 2,215 | $58.7 萬 | 0.10% | 00.0% | 不變 |
| Magnus Financial Group LLC | 2,222 | $58.9 萬 | 0.05% | −103−4.4% | 減碼 |
| Buckland Partners Management Co LLC | 2,232 | $59.2 萬 | 0.33% | +2,232 | 新進 |
| Victory Financial Group, LLC | 2,238 | $59.3 萬 | 0.07% | −49−2.1% | 減碼 |
| Basecamp Wealth Advisors LLC | 2,242 | $59.4 萬 | 0.13% | +2,242 | 新進 |
| Beacon Financial Advisory LLC | 2,246 | $59.5 萬 | 0.14% | +321+16.7% | 加碼 |
| Accurate Wealth Management, LLC | 2,290 | $59.5 萬 | 0.08% | +114+5.2% | 加碼 |
| Davis Investment Partners, LLC | 2,350 | $59.6 萬 | 0.21% | +2,350 | 新進 |
| Diligent Investors, LLC | 2,250 | $59.6 萬 | 0.15% | −50−2.2% | 減碼 |
| Somerset Trust Co | 2,256 | $59.8 萬 | 0.18% | +64+2.9% | 加碼 |
| Cim Investment Mangement Inc | 2,260 | $59.9 萬 | 0.16% | 00.0% | 不變 |
| Wilkerson Advisory Group LLC | 2,261 | $59.9 萬 | 0.21% | +2,261 | 新進 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $59.9 萬 | 0.46% | +2,262 | 新進 |
| Fiduciary Alliance LLC | 2,268 | $60.1 萬 | 0.04% | −650−22.3% | 減碼 |
| IVC Wealth Advisors LLC | 2,272 | $60.2 萬 | 0.26% | +122+5.7% | 加碼 |
| Smithfield Trust Co | 2,277 | $60.4 萬 | 0.03% | −153−6.3% | 減碼 |
| Sunpointe, LLC | 2,280 | $60.5 萬 | 0.20% | +265+13.2% | 加碼 |
| Connecticut Wealth Management, LLC | 2,285 | $60.5 萬 | 0.03% | −1,442−38.7% | 減碼 |
| Verdence Capital Advisors LLC | 2,287 | $60.6 萬 | 0.04% | −160−6.5% | 減碼 |
| Silver Coast Investments LLC | 2,287 | $60.6 萬 | 0.21% | +41+1.8% | 加碼 |
| Abel Hall, LLC | 2,296 | $60.8 萬 | 0.14% | +1,367+147.1% | 加碼 |
| Founders Financial Alliance, LLC | 2,297 | $60.8 萬 | 0.11% | −19−0.8% | 減碼 |
| Garden State Investment Advisory Services LLC | 2,294 | $60.9 萬 | 0.14% | −867−27.4% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,300 | $60.9 萬 | 0.02% | −13−0.6% | 減碼 |
| Trueblood Wealth Management, LLC | 2,300 | $60.9 萬 | 0.24% | −10−0.4% | 減碼 |
| AlphaStar Capital Management, LLC | 2,304 | $61.0 萬 | 0.04% | −17,957−88.6% | 減碼 |
| Liberty One Investment Management, LLC | 2,314 | $61.3 萬 | 0.08% | −1,975−46.0% | 減碼 |
| AGH Wealth Advisors, LLC | 2,328 | $61.7 萬 | 0.46% | −306−11.6% | 減碼 |
| Capital Advisors Inc | 2,328 | $61.7 萬 | 0.01% | +2,328 | 新進 |
| Cascades Capital Asset Management, LLC | 2,331 | $61.8 萬 | 0.26% | +663+39.7% | 加碼 |
| Leavell Investment Management, Inc. | 2,340 | $62.1 萬 | 0.03% | +139+6.3% | 加碼 |
| Platform Technology Partners | 2,343 | $62.1 萬 | 0.13% | −305−11.5% | 減碼 |
| Natural Investments, LLC | 2,350 | $62.2 萬 | 0.15% | +185+8.5% | 加碼 |
| Mma Asset Management LLC | 2,359 | $62.5 萬 | 0.22% | +2,359 | 新進 |
| Destination Wealth Management | 2,376 | $62.9 萬 | 0.02% | +1,371+136.4% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,382 | $63.1 萬 | 0.00% | −9−0.4% | 減碼 |
| Tortuga Wealth Management, Inc | 2,389 | $63.3 萬 | 0.67% | +2,389 | 新進 |
| Fayez Sarofim & Co | 2,394 | $63.4 萬 | 0.00% | −337−12.3% | 減碼 |
| Cabot Wealth Management Inc | 2,398 | $63.5 萬 | 0.07% | −276−10.3% | 減碼 |
| Farmers National Bank | 2,400 | $63.6 萬 | 0.14% | +1,221+103.6% | 加碼 |
| S Harris Financial Group, LLC | 2,401 | $63.6 萬 | 0.61% | +2,401 | 新進 |
| Eads & Heald Wealth Management | 2,409 | $63.8 萬 | 0.31% | −473−16.4% | 減碼 |
| Quantum Financial Advisors, LLC | 2,423 | $64.2 萬 | 0.07% | +2,423 | 新進 |
| ZEGA Investments, LLC | 2,423 | $64.2 萬 | 0.12% | +95+4.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 2,429 | $64.3 萬 | 0.08% | +2,429 | 新進 |
| Greenfield Savings Bank | 2,431 | $64.4 萬 | 0.27% | +150+6.6% | 加碼 |
| Greenwich Wealth Management LLC | 2,431 | $64.4 萬 | 0.03% | +47+2.0% | 加碼 |
| OneAscent Financial Services LLC | 2,433 | $64.5 萬 | 0.06% | +306+14.4% | 加碼 |
| Wrapmanager Inc | 2,436 | $64.5 萬 | 0.22% | −415−14.6% | 減碼 |
| Purus Wealth Management, LLC | 2,436 | $64.5 萬 | 0.20% | +74+3.1% | 加碼 |
| Fortitude Family Office, LLC | 2,439 | $64.6 萬 | 0.15% | −49−2.0% | 減碼 |
| Roman Butler Fullerton & Co | 2,834 | $64.6 萬 | 0.17% | −1,238−30.4% | 減碼 |
| White Wing Wealth Management | 2,440 | $64.6 萬 | 0.39% | +2,440 | 新進 |
| MN Wealth Advisors, LLC | 2,441 | $64.7 萬 | 0.33% | +2,441 | 新進 |
| Atlanta Consulting Group Advisors, LLC | 2,438 | $64.7 萬 | 0.15% | −3−0.1% | 減碼 |
| Sentry Investment Management LLC | 2,445 | $64.8 萬 | 0.43% | 00.0% | 不變 |
| Cidel Asset Management Inc | 2,451 | $64.9 萬 | 0.05% | −1,504−38.0% | 減碼 |
| Baron Wealth Management LLC | 2,453 | $65.0 萬 | 0.20% | −397−13.9% | 減碼 |
| Financial Advisory Service, Inc. | 2,453 | $65.0 萬 | 0.04% | −4−0.2% | 減碼 |
| Bank of Jackson Hole Trust | 2,460 | $65.2 萬 | 0.31% | +343+16.2% | 加碼 |
| Advyzon Investment Management, LLC | 2,465 | $65.3 萬 | 0.08% | +705+40.1% | 加碼 |
| Kuhn & Co Investment Counsel | 2,467 | $65.4 萬 | 0.44% | +22+0.9% | 加碼 |
| Millstone Evans Group, LLC | 2,468 | $65.4 萬 | 0.38% | +85+3.6% | 加碼 |
| BankPlus Wealth Management LLC | 2,474 | $65.6 萬 | 0.36% | +181+7.9% | 加碼 |
| True North Advisors, LLC | 2,475 | $65.6 萬 | 0.08% | −7,977−76.3% | 減碼 |
| Gallacher Capital Management LLC | 2,477 | $65.6 萬 | 0.25% | −836−25.2% | 減碼 |
| Fiduciary Family Office, LLC | 2,477 | $65.6 萬 | 0.19% | +6+0.2% | 加碼 |
| China Universal Asset Management Co., Ltd. | 2,482 | $65.8 萬 | 0.05% | +43+1.8% | 加碼 |
| Symmetry Peak Management LLC | 2,500 | $66.2 萬 | 13.97% | +2,500 | 新進 |
| Moseley Investment Management Inc | 2,504 | $66.3 萬 | 0.20% | −867−25.7% | 減碼 |
| Westover Capital Advisors, LLC | 2,509 | $66.5 萬 | 0.12% | −60−2.3% | 減碼 |
| Advisor OS, LLC | 2,511 | $66.5 萬 | 0.05% | +186+8.0% | 加碼 |
| Atlantic Trust, LLC | 2,518 | $66.7 萬 | 0.10% | +66+2.7% | 加碼 |
| Game Creek Capital, LP | 2,525 | $66.9 萬 | 0.25% | +2,525 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 3,448 | $66.9 萬 | 0.19% | −716−17.2% | 減碼 |
| Everpar Advisors LLC | 2,528 | $67.0 萬 | 0.25% | +568+29.0% | 加碼 |
| Uniting Wealth Partners, LLC | 2,531 | $67.2 萬 | 0.21% | −45−1.7% | 減碼 |
| United Advisor Group, LLC | 2,536 | $67.2 萬 | 0.09% | +130+5.4% | 加碼 |
| White Pine Capital LLC | 2,560 | $67.8 萬 | 0.19% | −353−12.1% | 減碼 |
| Van Diest Capital, LLC | 2,560 | $67.8 萬 | 1.01% | +2,560 | 新進 |
| Monetary Management Group Inc | 2,570 | $68.1 萬 | 0.16% | −770−23.1% | 減碼 |
| Bridgewater Advisors Inc. | 3,073 | $68.1 萬 | 0.04% | +189+6.6% | 加碼 |
| Catalyst Private Wealth, LLC | 2,578 | $68.3 萬 | 0.30% | +75+3.0% | 加碼 |
| Polen Capital Management LLC | 2,581 | $68.4 萬 | 0.00% | −1,171−31.2% | 減碼 |
| Crumly & Associates Inc. | 2,585 | $68.5 萬 | 0.14% | −249−8.8% | 減碼 |
| Avory & Company, LLC | 2,595 | $68.7 萬 | 0.44% | +2,595 | 新進 |
| Avalon Trust Co | 2,595 | $68.7 萬 | 0.04% | −95−3.5% | 減碼 |
| Unify Financial Advisors | 2,599 | $68.9 萬 | 0.72% | +2,599 | 新進 |
| Tranquility Partners, LLC | 2,605 | $69.0 萬 | 0.25% | −713−21.5% | 減碼 |