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 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
- 2,958
- 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 1,085 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 | 2,493 | $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 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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 9,412 | $249.3 萬 | 0.51% | +7,586+415.4% | 加碼 |
| Premier Path Wealth Partners, LLC | 9,423 | $249.6 萬 | 0.32% | −533−5.4% | 減碼 |
| Bay Rivers Group | 9,430 | $249.8 萬 | 1.01% | −343−3.5% | 減碼 |
| Principle Wealth Partners LLC | 9,441 | $250.1 萬 | 0.14% | −194−2.0% | 減碼 |
| Cetera Trust Company, N.A | 9,446 | $250.2 萬 | 1.34% | +10+0.1% | 加碼 |
| Capstone Investment Advisors, LLC | 9,470 | $250.9 萬 | 0.02% | −69,565−88.0% | 減碼 |
| Midwest Professional Planners, LTD. | 9,546 | $252.9 萬 | 0.60% | −4,120−30.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 9,580 | $253.8 萬 | 0.99% | −175−1.8% | 減碼 |
| Jamison Private Wealth Management, Inc. | 9,620 | $254.8 萬 | 0.31% | +731+8.2% | 加碼 |
| Institute for Wealth Management, LLC. | 9,649 | $255.6 萬 | 0.27% | −190−1.9% | 減碼 |
| Cache Advisors, LLC | 9,668 | $256.1 萬 | 0.31% | −2,884−23.0% | 減碼 |
| CWA Asset Management Group, LLC | 9,754 | $258.4 萬 | 0.09% | −876−8.2% | 減碼 |
| Sculati Wealth Management, LLC | 9,771 | $258.8 萬 | 0.91% | −250−2.5% | 減碼 |
| Community Bank, N.A. | 9,772 | $258.9 萬 | 0.31% | +443+4.7% | 加碼 |
| Invst, LLC | 9,786 | $259.2 萬 | 0.28% | +3,715+61.2% | 加碼 |
| Valley National Advisers Inc | 9,832 | $260.4 萬 | 0.36% | −939−8.7% | 減碼 |
| Fidelis Capital Partners, LLC | 9,843 | $260.8 萬 | 0.19% | −2,660−21.3% | 減碼 |
| Convergence Investment Partners, LLC | 9,846 | $260.8 萬 | 0.52% | +8,625+706.4% | 加碼 |
| Western Wealth Management, LLC | 9,864 | $261.3 萬 | 0.12% | +112+1.1% | 加碼 |
| LifePlan Financial, LLC | 9,884 | $261.8 萬 | 2.01% | +718+7.8% | 加碼 |
| Douglass Winthrop Advisors, LLC | 9,910 | $262.5 萬 | 0.05% | +191+2.0% | 加碼 |
| Carmel Capital Partners, LLC | 9,919 | $262.8 萬 | 0.92% | +6,841+222.3% | 加碼 |
| Lord, Abbett & Co. LLC | 9,968 | $264.1 萬 | 0.01% | −1,994−16.7% | 減碼 |
| VeraBank, N.A. | 9,978 | $264.3 萬 | 0.48% | −100−1.0% | 減碼 |
| Segment Wealth Management, LLC | 9,994 | $264.8 萬 | 0.15% | −340−3.3% | 減碼 |
| Udine Wealth Management, Inc. | 10,042 | $266.0 萬 | 1.26% | +10,042 | 新進 |
| Missouri Trust & Investment Co | 10,089 | $267.3 萬 | 0.78% | −21−0.2% | 減碼 |
| Aft, Forsyth & Company, Inc. | 10,104 | $267.7 萬 | 1.16% | −130−1.3% | 減碼 |
| Ronald Blue Trust, Inc. | 10,125 | $268.2 萬 | 0.03% | +318+3.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,133 | $268.4 萬 | 0.77% | +849+9.1% | 加碼 |
| Zhang Financial LLC | 10,234 | $271.1 萬 | 0.10% | −1,755−14.6% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,271 | $272.1 萬 | 0.28% | −195−1.9% | 減碼 |
| Jones Kertz & Associates, Inc. | 10,293 | $272.7 萬 | 1.40% | +10,293 | 新進 |
| Coastal Bridge Advisors, LLC | 10,330 | $273.6 萬 | 0.20% | +457+4.6% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 11,298 | $274.6 萬 | 1.04% | +6,071+116.1% | 加碼 |
| Hillman Capital Management, Inc. | 10,397 | $275.4 萬 | 1.73% | −1,974−16.0% | 減碼 |
| Morangie Management LLC | 10,443 | $277.1 萬 | 2.21% | +3,822+57.7% | 加碼 |
| Concord Asset Management, LLC | 10,494 | $278.0 萬 | 0.48% | −48−0.5% | 減碼 |
| Sofos Investments, Inc. | 10,501 | $278.2 萬 | 0.54% | +1,193+12.8% | 加碼 |
| Cornerstone Planning, LLC | 10,464 | $278.4 萬 | 0.65% | +10,464 | 新進 |
| Strategic Advisors LLC | 10,510 | $278.4 萬 | 0.44% | +289+2.8% | 加碼 |
| RMR Wealth Builders | 10,520 | $278.7 萬 | 0.22% | +2,431+30.1% | 加碼 |
| BFSG, LLC | 10,557 | $279.7 萬 | 0.27% | +511+5.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 10,563 | $279.8 萬 | 0.15% | +6,115+137.5% | 加碼 |
| Avestar Capital, LLC | 10,610 | $281.3 萬 | 0.19% | −529−4.7% | 減碼 |
| OMC Financial Services LTD | 10,623 | $281.4 萬 | 1.05% | −592−5.3% | 減碼 |
| Nations Financial Group Inc, | 10,630 | $281.6 萬 | 0.15% | +644+6.4% | 加碼 |
| Capital Investment Advisors, LLC | 10,634 | $281.7 萬 | 0.04% | +96+0.9% | 加碼 |
| Trust Asset Management LLC | 10,637 | $281.8 萬 | 0.19% | −396−3.6% | 減碼 |
| SCS Capital Management LLC | 10,692 | $283.6 萬 | 0.03% | +136+1.3% | 加碼 |
| Insigneo Advisory Services, LLC | 10,727 | $284.2 萬 | 0.20% | −1,100−9.3% | 減碼 |
| Alta Capital Management LLC | 10,743 | $284.6 萬 | 0.19% | −2,750−20.4% | 減碼 |
| Harbour Capital Advisors, LLC | 11,228 | $284.8 萬 | 0.58% | −125−1.1% | 減碼 |
| Fulton Bank, N.A. | 10,773 | $285.4 萬 | 0.10% | 00.0% | 不變 |
| Atala Financial Inc | 10,825 | $286.8 萬 | 1.84% | +688+6.8% | 加碼 |
| Savvy Advisors, Inc. | 10,830 | $286.9 萬 | 0.09% | +2,994+38.2% | 加碼 |
| Icon Advisers Inc | 10,862 | $287.7 萬 | 0.62% | −1,000−8.4% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 10,882 | $288.3 萬 | 1.77% | +10,882 | 新進 |
| Maia Wealth LLC | 15,606 | $289.4 萬 | 0.49% | +2,226+16.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 16,672 | $289.6 萬 | 0.07% | −5,847−26.0% | 減碼 |
| Concord Wealth Partners | 10,968 | $290.6 萬 | 0.38% | +259+2.4% | 加碼 |
| RV Capital GmbH | 10,980 | $290.9 萬 | 0.68% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 10,987 | $291.1 萬 | 0.09% | −15,176−58.0% | 減碼 |
| BigSur Wealth Management LLC | 11,000 | $291.9 萬 | 0.71% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 11,020 | $291.9 萬 | 1.40% | −977−8.1% | 減碼 |
| RNC Capital Management LLC | 11,074 | $293.4 萬 | 0.13% | −8,017−42.0% | 減碼 |
| RFG Advisory, LLC | 11,089 | $293.8 萬 | 0.06% | −117−1.0% | 減碼 |
| Glen Eagle Advisors, LLC | 11,098 | $294.0 萬 | 0.40% | +673+6.5% | 加碼 |
| Boomfish Wealth Group, LLC | 11,099 | $294.0 萬 | 1.57% | −35−0.3% | 減碼 |
| PFG Investments, LLC | 11,104 | $294.1 萬 | 0.14% | −1,436−11.5% | 減碼 |
| 180 Wealth Advisors, LLC | 11,108 | $294.3 萬 | 0.34% | −61−0.5% | 減碼 |
| Life Cycle Investment Partners Ltd | 11,111 | $294.3 萬 | 0.02% | +11,111 | 新進 |
| Roundview Capital LLC | 11,183 | $296.2 萬 | 0.18% | +67+0.6% | 加碼 |
| CFC Planning Co LLC | 11,214 | $297.1 萬 | 2.29% | +687+6.5% | 加碼 |
| Syon Capital LLC | 11,244 | $297.9 萬 | 0.15% | +2,804+33.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 11,257 | $298.2 萬 | 0.14% | −5,395−32.4% | 減碼 |
| K.J. Harrison & Partners Inc | 11,306 | $299.5 萬 | 0.40% | +11,306 | 新進 |
| Valicenti Advisory Services Inc | 11,352 | $300.7 萬 | 0.63% | −200−1.7% | 減碼 |
| Qsemble Capital Management, LP | 11,364 | $301.0 萬 | 0.25% | −9,382−45.2% | 減碼 |
| Wolverine Asset Management LLC | 11,384 | $301.6 萬 | 0.04% | −16,858−59.7% | 減碼 |
| Advisors Preferred, LLC | 11,900 | $301.8 萬 | 0.49% | 00.0% | 不變 |
| Mutual Advisors, LLC | 11,406 | $302.2 萬 | 0.06% | −1,067−8.6% | 減碼 |
| New Hampshire Trust | 11,438 | $303.0 萬 | 0.59% | −976−7.9% | 減碼 |
| Integrated Advisors Network LLC | 11,455 | $303.5 萬 | 0.13% | +963+9.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 11,507 | $304.7 萬 | 0.03% | +625+5.7% | 加碼 |
| Asset One Wealth Management LLC | 14,460 | $304.8 萬 | 0.42% | +14,460 | 新進 |
| Howard Capital Management Inc. | 11,528 | $305.4 萬 | 0.04% | −14−0.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 11,571 | $306.5 萬 | 1.71% | +559+5.1% | 加碼 |
| Resonant Capital Advisors, LLC | 11,568 | $306.9 萬 | 0.17% | +1,030+9.8% | 加碼 |
| Aspiriant, LLC | 11,627 | $308.0 萬 | 0.09% | +7,477+180.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 11,659 | $308.9 萬 | 0.18% | −187−1.6% | 減碼 |
| Gs Investments, Inc. | 11,698 | $309.9 萬 | 1.68% | +109+0.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 11,799 | $312.6 萬 | 0.43% | +1,833+18.4% | 加碼 |
| Norway Savings Bank | 11,804 | $312.7 萬 | 1.45% | +425+3.7% | 加碼 |
| John G Ullman & Associates Inc | 11,850 | $313.9 萬 | 0.42% | −325−2.7% | 減碼 |
| NorthRock Partners, LLC | 11,870 | $314.0 萬 | 0.05% | −9,870−45.4% | 減碼 |
| Cullinan Associates Inc | 11,900 | $315.3 萬 | 0.21% | −2,600−17.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 11,939 | $316.3 萬 | 0.08% | +744+6.6% | 加碼 |
| Morton Community Bank | 14,905 | $316.4 萬 | 0.68% | +1,230+9.0% | 加碼 |
| GPM Growth Investors, Inc. | 11,949 | $316.5 萬 | 1.23% | −185−1.5% | 減碼 |