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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 1,549 | $41.0 萬 | 0.23% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,552 | $41.1 萬 | 0.05% | −145−8.5% | 減碼 |
| Terry L. Blaker | 1,554 | $41.2 萬 | 0.02% | +400+34.7% | 加碼 |
| AlphaGrep UK Ltd | 1,558 | $41.3 萬 | 0.14% | +1,558 | 新進 |
| Bank of Hawaii | 1,559 | $41.3 萬 | 0.02% | −511−24.7% | 減碼 |
| KWB Wealth | 1,561 | $41.4 萬 | 0.04% | 00.0% | 不變 |
| BXM Wealth LLC | 1,440 | $41.4 萬 | 0.32% | −732−33.7% | 減碼 |
| Pathfinder Wealth Consulting, Inc. | 1,565 | $41.4 萬 | 0.26% | +1,565 | 新進 |
| Reliant Investment Partners, LLC | 1,565 | $41.5 萬 | 0.33% | 00.0% | 不變 |
| Cura Wealth Advisors, LLC | 1,567 | $41.5 萬 | 0.16% | +334+27.1% | 加碼 |
| KC Investment Advisors, LLC | 1,569 | $41.6 萬 | 0.10% | −11−0.7% | 減碼 |
| Seed Wealth Management, Inc. | 1,570 | $41.6 萬 | 0.29% | −200−11.3% | 減碼 |
| AdvisorNet Financial, Inc | 1,571 | $41.6 萬 | 0.02% | −53−3.3% | 減碼 |
| Wakefield Asset Management LLLP | 1,575 | $41.7 萬 | 0.11% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 1,577 | $41.8 萬 | 0.04% | +211+15.4% | 加碼 |
| Avenue 1 Advisors, LLC | 1,586 | $42.0 萬 | 0.13% | −28−1.7% | 減碼 |
| Sierra Summit Advisors LLC | 1,587 | $42.0 萬 | 0.06% | −236−12.9% | 減碼 |
| Fielder Capital Group LLC | 1,591 | $42.1 萬 | 0.09% | +388+32.3% | 加碼 |
| LJI Wealth Management, LLC | 1,592 | $42.2 萬 | 0.06% | −191−10.7% | 減碼 |
| Marino, Stram & Associates LLC | 1,593 | $42.2 萬 | 0.08% | −402−20.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 1,598 | $42.3 萬 | 0.03% | −39−2.4% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 1,594 | $42.4 萬 | 0.01% | +1,271+393.5% | 加碼 |
| Advisor Resource Council | 2,013 | $42.5 萬 | 0.15% | +2,013 | 新進 |
| Gemmer Asset Management LLC | 1,606 | $42.6 萬 | 0.03% | +171+11.9% | 加碼 |
| Guardian Asset Advisors, LLC | 1,605 | $42.6 萬 | 0.22% | −319−16.6% | 減碼 |
| South Shore Capital Advisors | 1,613 | $42.7 萬 | 0.31% | +1,613 | 新進 |
| Howard Financial Services, Ltd. | 1,621 | $42.9 萬 | 0.05% | +94+6.2% | 加碼 |
| Rooted Wealth Advisors, Inc. | 2,155 | $43.0 萬 | 0.12% | −715−24.9% | 減碼 |
| Stonebridge Financial Group, LLC | 1,625 | $43.0 萬 | 0.37% | +1,625 | 新進 |
| Arcataur Capital Management LLC | 1,628 | $43.1 萬 | 0.12% | −24−1.5% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,631 | $43.2 萬 | 0.47% | +94+6.1% | 加碼 |
| Claret Asset Management Corp | 1,637 | $43.4 萬 | 0.05% | +52+3.3% | 加碼 |
| Legacy Edge Advisors, LLC | 1,640 | $43.4 萬 | 0.05% | −61−3.6% | 減碼 |
| Epiq Partners, LLC | 1,641 | $43.5 萬 | 0.20% | −27−1.6% | 減碼 |
| CVFG LLC | 1,641 | $43.5 萬 | 0.30% | +73+4.7% | 加碼 |
| Old North State Wealth Management, LLC | 1,639 | $43.5 萬 | 0.20% | +691+72.9% | 加碼 |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,645 | $43.6 萬 | 0.05% | +1,645 | 新進 |
| LaSalle St. Investment Advisors, LLC | 1,651 | $43.7 萬 | 0.07% | +17+1.0% | 加碼 |
| Koss-Olinger Consulting, LLC | 1,652 | $43.8 萬 | 0.03% | −478−22.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,656 | $43.9 萬 | 0.05% | +1,656 | 新進 |
| Garrett Wealth Advisory Group, LLC | 1,658 | $43.9 萬 | 0.08% | −80−4.6% | 減碼 |
| JM2 Capital Inc. | 1,666 | $44.1 萬 | 0.35% | +1,666 | 新進 |
| Patrick M Sweeney & Associates, Inc | 1,668 | $44.2 萬 | 0.28% | +147+9.7% | 加碼 |
| Wayfinding Financial, LLC | 1,671 | $44.3 萬 | 0.19% | −109−6.1% | 減碼 |
| Jackson Thornton Asset Management, LLC | 1,693 | $44.5 萬 | 0.04% | +1,693 | 新進 |
| Thryve Wealth Management LLC | 1,683 | $44.6 萬 | 0.22% | +1,683 | 新進 |
| DGS Capital Management, LLC | 1,683 | $44.6 萬 | 0.08% | +800+90.6% | 加碼 |
| Legacy Trust | 1,684 | $44.6 萬 | 0.08% | 00.0% | 不變 |
| David J Yvars Group | 1,685 | $44.6 萬 | 0.24% | +120+7.7% | 加碼 |
| Aviso Financial Inc. | 1,686 | $44.7 萬 | 0.02% | −3,204−65.5% | 減碼 |
| Smith Thornton Advisors LLC | 1,686 | $44.7 萬 | 0.23% | +15+0.9% | 加碼 |
| LRI Investments, LLC | 24,893 | $44.7 萬 | 0.04% | +305+1.2% | 加碼 |
| MSH Capital Advisors LLC | 1,695 | $44.9 萬 | 0.10% | +1,695 | 新進 |
| Pinnacle Bancorp, Inc. | 1,700 | $45.0 萬 | 0.13% | −150−8.1% | 減碼 |
| Spectrum Planning & Advisory Services Inc. | 1,702 | $45.1 萬 | 0.23% | +27+1.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 1,700 | $45.2 萬 | 0.01% | −64,985−97.5% | 減碼 |
| Kera Capital Partners, Inc. | 2,135 | $45.3 萬 | 0.06% | +1,259+143.7% | 加碼 |
| TFR Capital, LLC. | 1,712 | $45.4 萬 | 0.15% | +10+0.6% | 加碼 |
| Waters Parkerson & Co., LLC | 1,715 | $45.4 萬 | 0.02% | 00.0% | 不變 |
| Financial Life Planners | 1,717 | $45.5 萬 | 0.33% | −115−6.3% | 減碼 |
| Tyche Wealth Partners LLC | 1,720 | $45.6 萬 | 0.07% | −32−1.8% | 減碼 |
| Schnieders Capital Management, LLC. | 1,726 | $45.7 萬 | 0.07% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 1,729 | $45.8 萬 | 0.27% | +141+8.9% | 加碼 |
| Jacobsen Capital Management | 1,730 | $45.8 萬 | 0.15% | −190−9.9% | 減碼 |
| Financial Enhancement Group LLC | 2,069 | $45.8 萬 | 0.06% | −326−13.6% | 減碼 |
| KG&L Capital Management,LLC | 1,740 | $46.1 萬 | 0.12% | −190−9.8% | 減碼 |
| McAdam, LLC | 1,743 | $46.2 萬 | 0.02% | +134+8.3% | 加碼 |
| TFC Financial Management | 1,743 | $46.2 萬 | 0.06% | +342+24.4% | 加碼 |
| Gallagher Capital Advisors, LLC | 1,747 | $46.3 萬 | 0.30% | −1,733−49.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,748 | $46.3 萬 | 0.14% | −45−2.5% | 減碼 |
| Summit Wealth Group LLC | 1,749 | $46.3 萬 | 0.06% | −11,825−87.1% | 減碼 |
| Pines Wealth Management, LLC | 1,750 | $46.4 萬 | 0.15% | +26+1.5% | 加碼 |
| Austin Private Wealth, LLC | 1,759 | $46.6 萬 | 0.03% | −1,311−42.7% | 減碼 |
| Franklin Street Advisors Inc | 1,759 | $46.6 萬 | 0.03% | −165−8.6% | 減碼 |
| Pacific Sage Partners, LLC | 1,761 | $46.7 萬 | 0.07% | −41−2.3% | 減碼 |
| Welch Group, LLC | 1,764 | $46.7 萬 | 0.02% | +95+5.7% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 1,770 | $46.9 萬 | 0.23% | +75+4.4% | 加碼 |
| Ables, Iannone, Moore & Associates, Inc. | 1,778 | $47.1 萬 | 0.26% | −539−23.3% | 減碼 |
| Wedge Capital Management L L P | 1,778 | $47.1 萬 | 0.01% | +110+6.6% | 加碼 |
| Vista Investment Management | 1,791 | $47.4 萬 | 0.16% | −137−7.1% | 減碼 |
| Waddell & Associates, LLC | 1,796 | $47.6 萬 | 0.03% | −204−10.2% | 減碼 |
| Castle Rock Wealth Management, LLC | 2,456 | $47.7 萬 | 0.10% | −198−7.5% | 減碼 |
| Benin Management CORP | 1,807 | $47.9 萬 | 0.11% | +20+1.1% | 加碼 |
| Waterloo Capital, L.P. | 1,809 | $47.9 萬 | 0.03% | +235+14.9% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,815 | $48.1 萬 | 0.16% | +104+6.1% | 加碼 |
| Hartline Investment Corp | 1,822 | $48.3 萬 | 0.05% | −15,628−89.6% | 減碼 |
| Traveka Wealth, LLC | 1,824 | $48.3 萬 | 0.20% | −98−5.1% | 減碼 |
| Affinity Capital Advisors, LLC | 1,824 | $48.3 萬 | 0.07% | +252+16.0% | 加碼 |
| Moment Partners, LLC | 1,827 | $48.5 萬 | 0.10% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 1,830 | $48.5 萬 | 0.08% | +1,830 | 新進 |
| Rexford Capital Inc | 1,831 | $48.5 萬 | 0.37% | −236−11.4% | 減碼 |
| Clarity Wealth Advisors, LLC | 1,831 | $48.5 萬 | 0.10% | −73−3.8% | 減碼 |
| FF Advisors,LLC | 1,832 | $48.5 萬 | 0.22% | −22−1.2% | 減碼 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,832 | $48.5 萬 | 0.76% | +1,832 | 新進 |
| CoreCap Advisors, LLC | 1,835 | $48.6 萬 | 0.02% | −382−17.2% | 減碼 |
| Armis Advisers, LLC | 2,490 | $48.7 萬 | 0.05% | +674+37.1% | 加碼 |
| Bellecapital International Ltd. | 1,837 | $48.7 萬 | 0.09% | 00.0% | 不變 |
| D'Orazio & Associates, Inc. | 1,838 | $48.7 萬 | 0.06% | −22−1.2% | 減碼 |
| Rainier Family Wealth Inc | 1,849 | $49.0 萬 | 0.37% | +737+66.3% | 加碼 |
| Stokes Family Office, LLC | 1,849 | $49.0 萬 | 0.04% | +171+10.2% | 加碼 |