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。
2026 年第 1 季 13F 持有人
Salesforce, Inc. 在 2026/3/31 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
- 2,696
- 較 2025 年第 4 季 −216 家
- 持有股數
- 7.38 億
- 較 2025 年第 4 季 +3,324 萬 (+4.7%)
- 總市值
- $1,379 億
- 較 2025 年第 4 季 −$361.8 億 (−20.8%)
- 新進機構
- 240
- 另有 1,077 家加碼
- 清倉機構
- 456
- 另有 1,178 家減碼
另有 47 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Meadow Creek Wealth Advisors LLC | 3,058 | $57.1 萬 | 0.37% | −416−12.0% | 減碼 |
| Prota Financial, LLC | 3,059 | $57.1 萬 | 0.41% | +1,087+55.1% | 加碼 |
| LVW Advisors, LLC | 3,062 | $57.2 萬 | 0.06% | +1,044+51.7% | 加碼 |
| White Wing Wealth Management | 3,062 | $57.2 萬 | 0.34% | +622+25.5% | 加碼 |
| Wallace Advisory Group, LLC | 3,068 | $57.3 萬 | 0.61% | +1,047+51.8% | 加碼 |
| Fjell Capital, LLC | 3,072 | $57.3 萬 | 0.44% | +22+0.7% | 加碼 |
| Palacios Wealth Management, LLC | 3,255 | $57.5 萬 | 0.36% | −966−22.9% | 減碼 |
| Chilton Capital Management LLC | 3,095 | $57.8 萬 | 0.02% | −101,208−97.0% | 減碼 |
| ARS Wealth Advisors Group, LLC | 3,097 | $57.8 萬 | 0.05% | −297−8.8% | 減碼 |
| Cornerstone Capital, Inc. | 3,106 | $58.0 萬 | 0.06% | +3,106 | 新進 |
| Carson Advisory Inc. | 3,118 | $58.2 萬 | 0.30% | +286+10.1% | 加碼 |
| Pine Haven Investment Counsel, Inc | 3,122 | $58.3 萬 | 0.43% | −30−1.0% | 減碼 |
| Evermay Wealth Management LLC | 3,128 | $58.4 萬 | 0.06% | −375−10.7% | 減碼 |
| Aviso Wealth Management | 3,132 | $58.5 萬 | 0.26% | −292−8.5% | 減碼 |
| Oxford Financial Group Ltd | 3,137 | $58.6 萬 | 0.03% | +1,698+118.0% | 加碼 |
| One Wealth Capital Management, LLC | 3,230 | $58.6 萬 | 0.26% | +1,353+72.1% | 加碼 |
| Ramiah Investment Group | 3,140 | $58.6 萬 | 0.51% | +1,252+66.3% | 加碼 |
| Kestra Investment Management, LLC | 3,142 | $58.7 萬 | 0.01% | +953+43.5% | 加碼 |
| Waldron Private Wealth LLC | 3,148 | $58.8 萬 | 0.02% | −194−5.8% | 減碼 |
| Fred Alger Management, LLC | 3,149 | $58.8 萬 | 0.00% | 00.0% | 不變 |
| Pointe Capital Management LLC | 3,149 | $58.8 萬 | 0.29% | −192−5.7% | 減碼 |
| Old North State Wealth Management, LLC | 3,161 | $59.1 萬 | 0.27% | +1,522+92.9% | 加碼 |
| RiverFront Investment Group, LLC | 3,172 | $59.2 萬 | 0.01% | +277+9.6% | 加碼 |
| Chicago Trust Co NA | 3,173 | $59.2 萬 | 0.09% | −63−1.9% | 減碼 |
| GM Advisory Group, Inc. | 3,185 | $59.5 萬 | 0.02% | +80+2.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,187 | $59.5 萬 | 0.06% | +989+45.0% | 加碼 |
| Romano Brothers and Company | 3,201 | $59.8 萬 | 0.07% | +340+11.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 3,204 | $59.8 萬 | 0.04% | −3,388−51.4% | 減碼 |
| Birinyi Associates Inc | 3,208 | $59.9 萬 | 0.16% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 3,216 | $60.0 萬 | 0.14% | −87−2.6% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,239 | $60.5 萬 | 0.13% | −942−22.5% | 減碼 |
| Southeast Asset Advisors Inc. | 3,248 | $60.6 萬 | 0.07% | +2,148+195.3% | 加碼 |
| Caerus Investment Advisors, LLC | 3,253 | $60.7 萬 | 0.26% | +1,955+150.6% | 加碼 |
| Coign Capital Advisors LLC | 3,258 | $60.8 萬 | 0.32% | +613+23.2% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 3,259 | $60.8 萬 | 0.15% | −189−5.5% | 減碼 |
| Maridea Wealth Management LLC | 3,261 | $60.9 萬 | 0.09% | −107−3.2% | 減碼 |
| Prentice Wealth Management LLC | 3,274 | $61.1 萬 | 0.14% | +58+1.8% | 加碼 |
| Nabity-Jensen Investment Management Inc | 3,285 | $61.3 萬 | 0.43% | −1,086−24.8% | 減碼 |
| Roberts Glore & Co Inc | 3,288 | $61.4 萬 | 0.17% | +641+24.2% | 加碼 |
| Signature Estate & Investment Advisors LLC | 3,291 | $61.4 萬 | 0.01% | −244,993−98.7% | 減碼 |
| Green Ridge Wealth Planning LLC | 3,294 | $61.5 萬 | 0.32% | +14+0.4% | 加碼 |
| Prosperity Consulting Group, LLC | 3,300 | $61.6 萬 | 0.03% | −2,020−38.0% | 減碼 |
| Factory Mutual Insurance Co | 3,300 | $61.6 萬 | 0.01% | −35,000−91.4% | 減碼 |
| Zullo Investment Group, Inc. | 3,302 | $61.6 萬 | 0.23% | +348+11.8% | 加碼 |
| Sage Private Wealth Group, LLC | 3,303 | $61.7 萬 | 0.31% | +583+21.4% | 加碼 |
| Nwam LLC | 3,305 | $61.7 萬 | 0.04% | −38−1.1% | 減碼 |
| Alerus Financial NA | 3,305 | $61.7 萬 | 0.03% | +3,284+15,638.1% | 加碼 |
| Financial Advisory Service, Inc. | 3,312 | $61.8 萬 | 0.04% | +859+35.0% | 加碼 |
| Second Half Financial Partners, LLC | 3,315 | $61.9 萬 | 0.28% | +3,315 | 新進 |
| Aspire Growth Partners LLC | 3,317 | $61.9 萬 | 0.42% | −43−1.3% | 減碼 |
| Abbot Financial Management, Inc. | 3,319 | $62.0 萬 | 0.26% | 00.0% | 不變 |
| Crumly & Associates Inc. | 3,319 | $62.0 萬 | 0.13% | +734+28.4% | 加碼 |
| Burford Brothers, Inc. | 3,323 | $62.0 萬 | 0.25% | +362+12.2% | 加碼 |
| LOM Asset Management Ltd | 3,326 | $62.1 萬 | 0.18% | −682−17.0% | 減碼 |
| Aso Group Ltd | 3,326 | $62.1 萬 | 0.26% | +3,326 | 新進 |
| Equita Financial Network, Inc. | 3,334 | $62.2 萬 | 0.20% | +3,334 | 新進 |
| Nicholas Hoffman & Company, LLC. | 3,334 | $62.2 萬 | 0.01% | −170−4.9% | 減碼 |
| State of Wyoming | 3,355 | $62.6 萬 | 0.07% | +2,776+479.4% | 加碼 |
| BridgePort Financial Solutions, LLC | 3,357 | $62.7 萬 | 0.18% | +3,357 | 新進 |
| Moss Adams Wealth Advisors LLC | 3,357 | $62.7 萬 | 0.05% | −84−2.4% | 減碼 |
| Roxbury Financial LLC | 3,359 | $62.7 萬 | 0.56% | +176+5.5% | 加碼 |
| Harfst & Associates, Inc. | 3,360 | $62.7 萬 | 0.11% | −4,153−55.3% | 減碼 |
| AlphaGrep UK Ltd | 3,367 | $62.9 萬 | 0.19% | +1,809+116.1% | 加碼 |
| Montecito Bank & Trust | 3,369 | $62.9 萬 | 0.10% | −273−7.5% | 減碼 |
| Meadowbrook Advisors Group, LLC | 3,379 | $63.1 萬 | 0.37% | −188−5.3% | 減碼 |
| Kraematon Investment Advisors, Inc | 3,393 | $63.3 萬 | 0.52% | −78−2.2% | 減碼 |
| Bey-Douglas LLC | 3,397 | $63.4 萬 | 0.55% | −11,518−77.2% | 減碼 |
| Andra AP-fonden | 3,400 | $63.5 萬 | 0.01% | −92,632−96.5% | 減碼 |
| Private Advisory Group LLC | 3,401 | $63.5 萬 | 0.04% | +3,401 | 新進 |
| Gryphon Financial Partners LLC | 3,430 | $64.0 萬 | 0.07% | +392+12.9% | 加碼 |
| Rollins Financial Advisors, LLC | 3,432 | $64.1 萬 | 0.10% | +3,432 | 新進 |
| Carr Financial Group Corp | 3,435 | $64.1 萬 | 0.17% | −32−0.9% | 減碼 |
| Everpar Advisors LLC | 3,442 | $64.3 萬 | 0.22% | +914+36.2% | 加碼 |
| Cypress Wealth Services, LLC | 3,443 | $64.3 萬 | 0.09% | +114+3.4% | 加碼 |
| Congress Park Capital LLC | 3,451 | $64.4 萬 | 0.20% | −5,933−63.2% | 減碼 |
| Breakwater Capital Group | 3,455 | $64.5 萬 | 0.09% | +1,561+82.4% | 加碼 |
| Cidel Asset Management Inc | 3,487 | $65.1 萬 | 0.04% | +1,036+42.3% | 加碼 |
| Tortuga Wealth Management, Inc | 3,493 | $65.2 萬 | 0.61% | +1,104+46.2% | 加碼 |
| J.M. Arbour, LLC | 3,501 | $65.4 萬 | 0.63% | +3,501 | 新進 |
| Octavia Wealth Advisors, LLC | 3,504 | $65.4 萬 | 0.06% | −494−12.4% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,505 | $65.4 萬 | 0.15% | −108−3.0% | 減碼 |
| Bank Ozk | 3,510 | $65.5 萬 | 0.23% | −330−8.6% | 減碼 |
| Versant Capital Management, Inc | 3,515 | $65.6 萬 | 0.06% | +382+12.2% | 加碼 |
| Applied Finance Capital Management, LLC | 3,519 | $65.7 萬 | 0.05% | −700−16.6% | 減碼 |
| North Dallas Bank & Trust Co | 3,520 | $65.7 萬 | 0.44% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 3,538 | $66.0 萬 | 0.11% | −1,317−27.1% | 減碼 |
| Root Financial Partners, LLC | 3,542 | $66.1 萬 | 0.03% | +480+15.7% | 加碼 |
| Blue Capital, Inc. | 3,544 | $66.2 萬 | 0.43% | +3,544 | 新進 |
| Net Worth Advisory Group | 3,555 | $66.4 萬 | 0.14% | −787−18.1% | 減碼 |
| Investment Partners Asset Management, Inc. | 3,560 | $66.5 萬 | 0.41% | −288−7.5% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 3,584 | $66.9 萬 | 0.04% | +304+9.3% | 加碼 |
| Oxler Private Wealth LLC | 3,585 | $66.9 萬 | 0.21% | −11−0.3% | 減碼 |
| Empirical Asset Management, LLC | 3,587 | $67.0 萬 | 0.18% | +2,312+181.3% | 加碼 |
| Lodestar Private Asset Management LLC | 3,602 | $67.2 萬 | 0.07% | −1,760−32.8% | 減碼 |
| Lewis Asset Management, LLC | 3,613 | $67.5 萬 | 0.28% | −1,933−34.9% | 減碼 |
| Everest Management Corp. | 3,629 | $67.7 萬 | 0.34% | +255+7.6% | 加碼 |
| Dara Capital US, Inc. | 3,632 | $67.8 萬 | 0.64% | +108+3.1% | 加碼 |
| Retirement Planning Group | 3,635 | $67.8 萬 | 0.02% | +512+16.4% | 加碼 |
| Cascade Investment Group, Inc. | 3,652 | $68.2 萬 | 0.45% | −48−1.3% | 減碼 |
| Community Bank & Trust, Waco, Texas | 3,648 | $68.2 萬 | 0.14% | −100−2.7% | 減碼 |