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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 5,148 | $96.1 萬 | 0.37% | +300+6.2% | 加碼 |
| North Star Investment Management Corp. | 5,149 | $96.1 萬 | 0.06% | +1,119+27.8% | 加碼 |
| First Affirmative Financial Network | 5,169 | $96.5 萬 | 0.37% | +5,169 | 新進 |
| Ausdal Financial Partners, Inc. | 5,169 | $96.5 萬 | 0.04% | −371−6.7% | 減碼 |
| Tulsa Wealth Advisors, INC | 5,175 | $96.6 萬 | 0.17% | −1,886−26.7% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,176 | $96.6 萬 | 0.02% | −3,070−37.2% | 減碼 |
| Redmond Asset Management, LLC | 5,186 | $96.8 萬 | 0.26% | +567+12.3% | 加碼 |
| Stiles Financial Services Inc | 5,189 | $96.9 萬 | 0.30% | +1,496+40.5% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 5,189 | $96.9 萬 | 0.85% | −11,675−69.2% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 5,197 | $97.0 萬 | 0.38% | −263−4.8% | 減碼 |
| Signature Equity Partners, LLC | 5,200 | $97.1 萬 | 0.52% | +3,082+145.5% | 加碼 |
| Essex Financial Services, Inc. | 5,210 | $97.2 萬 | 0.05% | −220−4.1% | 減碼 |
| First Pacific Financial | 5,220 | $97.4 萬 | 0.13% | −930−15.1% | 減碼 |
| Arvest Investments, Inc. | 5,242 | $97.9 萬 | 0.13% | +1,196+29.6% | 加碼 |
| Strengthening Families & Communities, LLC | 5,249 | $98.0 萬 | 0.24% | −1,767−25.2% | 減碼 |
| Chapman Investment Management, LLC | 5,257 | $98.1 萬 | 0.81% | +5,257 | 新進 |
| St. Johns Investment Management Company, LLC | 5,264 | $98.3 萬 | 0.41% | −854−14.0% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 4,585 | $98.6 萬 | 0.13% | −93,457−95.3% | 減碼 |
| Meridian Wealth Advisors, LLC | 5,285 | $98.7 萬 | 0.13% | −15,036−74.0% | 減碼 |
| Elyxium Wealth, LLC | 5,301 | $98.9 萬 | 0.32% | −87−1.6% | 減碼 |
| First Business Financial Services, Inc. | 5,309 | $99.1 萬 | 0.09% | +1,014+23.6% | 加碼 |
| Davidson Capital Management Inc. | 5,317 | $99.3 萬 | 0.18% | −2,841−34.8% | 減碼 |
| Modern Wealth Management, LLC | 5,331 | $99.3 萬 | 0.02% | +2,424+83.4% | 加碼 |
| Angeles Wealth Management, LLC | 5,330 | $99.5 萬 | 0.05% | +620+13.2% | 加碼 |
| Aprio Wealth Management, LLC | 5,367 | $100.2 萬 | 0.05% | +1,407+35.5% | 加碼 |
| Old Point Trust & Financial Services N A | 5,371 | $100.3 萬 | 0.32% | −136−2.5% | 減碼 |
| FRG Family Wealth Advisors LLC | 5,376 | $100.4 萬 | 0.16% | −3,741−41.0% | 減碼 |
| Richard Bernstein Advisors LLC | 5,377 | $100.4 萬 | 0.03% | 00.0% | 不變 |
| Secured Retirement Advisors, LLC | 5,381 | $100.4 萬 | 0.57% | +5,381 | 新進 |
| Consilium Wealth Advisory, LLC | 5,386 | $100.5 萬 | 0.34% | +5,386 | 新進 |
| BluePath Capital Management, LLC | 5,415 | $101.1 萬 | 0.70% | +709+15.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 5,426 | $101.3 萬 | 0.08% | −955−15.0% | 減碼 |
| Park Place Capital Corp | 5,430 | $101.4 萬 | 0.20% | −72−1.3% | 減碼 |
| Lavelle Capital LP | 5,431 | $101.4 萬 | 0.63% | +5,431 | 新進 |
| TD Private Client Wealth LLC | 5,450 | $101.7 萬 | 0.02% | −2,051−27.3% | 減碼 |
| Legal Advantage Investments, Inc. | 5,453 | $101.8 萬 | 0.53% | 00.0% | 不變 |
| St. Clair Advisors, LLC | 5,459 | $101.9 萬 | 0.27% | +110+2.1% | 加碼 |
| Clare Market Investments LLC | 5,469 | $102.1 萬 | 0.21% | +5,469 | 新進 |
| Tower Trust & Investment Co | 5,477 | $102.2 萬 | 0.67% | +33+0.6% | 加碼 |
| Ingalls & Snyder LLC | 5,478 | $102.3 萬 | 0.04% | −113−2.0% | 減碼 |
| Principle Wealth Partners LLC | 5,493 | $102.5 萬 | 0.06% | −3,948−41.8% | 減碼 |
| Sphera Management Technology Funds Ltd | 5,500 | $102.7 萬 | 0.58% | −6,500−54.2% | 減碼 |
| Reflection Asset Management | 5,514 | $102.9 萬 | 0.63% | +268+5.1% | 加碼 |
| Heritage Wealth Management, Inc. | 5,516 | $103.0 萬 | 0.51% | −2,225−28.7% | 減碼 |
| Cullen Investment Group, Ltd. | 5,516 | $103.0 萬 | 0.14% | −6,921−55.6% | 減碼 |
| Advus Financial Partners, LLC | 5,520 | $103.0 萬 | 0.26% | +979+21.6% | 加碼 |
| Joel Isaacson & Co., LLC | 5,526 | $103.1 萬 | 0.03% | +423+8.3% | 加碼 |
| Calamos Wealth Management LLC | 5,531 | $103.2 萬 | 0.04% | −399−6.7% | 減碼 |
| Carret Asset Management, LLC | 5,549 | $103.6 萬 | 0.10% | +235+4.4% | 加碼 |
| JT Stratford LLC | 5,553 | $103.7 萬 | 0.13% | +11+0.2% | 加碼 |
| ProVise Management Group, LLC | 5,581 | $104.2 萬 | 0.07% | +113+2.1% | 加碼 |
| United Asset Strategies, Inc. | 5,587 | $104.3 萬 | 0.08% | +4,504+415.9% | 加碼 |
| Texas Bank & Trust Co | 5,588 | $104.3 萬 | 0.39% | +69+1.3% | 加碼 |
| Guerra Pan Advisors, LLC | 5,654 | $105.5 萬 | 0.65% | −25−0.4% | 減碼 |
| BIP Wealth, LLC | 5,681 | $106.0 萬 | 0.04% | −675−10.6% | 減碼 |
| Capital Analysts, LLC | 5,692 | $106.3 萬 | 0.03% | −14,180−71.4% | 減碼 |
| Prosperity Financial Group, Inc. | 5,698 | $106.4 萬 | 0.39% | −1,181−17.2% | 減碼 |
| Agate Pass Investment Management, LLC | 5,702 | $106.4 萬 | 0.42% | −2,788−32.8% | 減碼 |
| Visionary Wealth Advisors | 5,724 | $106.8 萬 | 0.05% | +12+0.2% | 加碼 |
| Perennial Investment Advisors, LLC | 5,726 | $106.9 萬 | 0.09% | +104+1.8% | 加碼 |
| Orrstown Financial Services Inc | 5,727 | $106.9 萬 | 0.18% | −153−2.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 5,729 | $106.9 萬 | 0.07% | −247−4.1% | 減碼 |
| Icon Wealth Advisors, LLC | 5,903 | $107.0 萬 | 0.07% | +688+13.2% | 加碼 |
| TSFG, LLC | 5,776 | $107.8 萬 | 0.16% | −1,158−16.7% | 減碼 |
| Trivant Custom Portfolio Group, LLC | 5,794 | $108.2 萬 | 0.59% | +11+0.2% | 加碼 |
| Confluence Wealth Services, Inc. | 5,805 | $108.4 萬 | 0.04% | +2,644+83.6% | 加碼 |
| Heartland Bank & Trust Co | 5,811 | $108.5 萬 | 0.25% | +4,502+343.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 5,817 | $108.6 萬 | 0.25% | −888−13.2% | 減碼 |
| NBC Securities, Inc. | 5,824 | $108.7 萬 | 0.08% | −827−12.4% | 減碼 |
| Arq Wealth Advisors, LLC | 5,861 | $109.4 萬 | 0.20% | +5,861 | 新進 |
| Birchbrook, Inc. | 5,861 | $109.4 萬 | 0.54% | +521+9.8% | 加碼 |
| Coastwise Capital Group, LLC | 5,868 | $109.5 萬 | 0.61% | +335+6.1% | 加碼 |
| Trust Co | 5,880 | $109.8 萬 | 0.10% | +148+2.6% | 加碼 |
| Keudell/Morrison Wealth Management | 5,904 | $110.2 萬 | 0.23% | −651−9.9% | 減碼 |
| Pictet Bank & Trust Ltd | 5,906 | $110.2 萬 | 1.45% | +598+11.3% | 加碼 |
| CNB Bank | 5,914 | $110.4 萬 | 0.46% | +189+3.3% | 加碼 |
| Signet Financial Management, LLC | 5,933 | $110.8 萬 | 0.12% | −1,791−23.2% | 減碼 |
| TRUE Private Wealth Advisors | 5,958 | $111.2 萬 | 0.11% | −69−1.1% | 減碼 |
| London & Capital Asset Management Ltd | 5,960 | $111.3 萬 | 0.01% | −30−0.5% | 減碼 |
| Private Trust Co NA | 5,960 | $111.3 萬 | 0.10% | −490−7.6% | 減碼 |
| Embree Financial Group | 5,963 | $111.3 萬 | 0.13% | +248+4.3% | 加碼 |
| Anb Bank | 5,965 | $111.3 萬 | 0.45% | +210+3.6% | 加碼 |
| Paragon Capital Management Inc | 5,968 | $111.4 萬 | 0.94% | +5,968 | 新進 |
| Processus Wealth & Capital Management, LLC | 5,969 | $111.4 萬 | 0.76% | −1,987−25.0% | 減碼 |
| Options Solutions, LLC | 5,970 | $111.4 萬 | 0.81% | +1,370+29.8% | 加碼 |
| CDC Financial, Inc. | 6,000 | $112.0 萬 | 0.93% | +6,000 | 新進 |
| Cornerstone National Bank & Trust Co | 6,025 | $112.2 萬 | 0.41% | −287−4.5% | 減碼 |
| Thor Investment Management Inc | 6,029 | $112.5 萬 | 0.60% | +278+4.8% | 加碼 |
| IMA Wealth, Inc. | 6,043 | $112.8 萬 | 0.11% | −52−0.9% | 減碼 |
| Paradigm Asset Management Co LLC | 6,050 | $112.9 萬 | 0.26% | 00.0% | 不變 |
| RFG Holdings, Inc. | 6,058 | $113.1 萬 | 0.28% | +123+2.1% | 加碼 |
| Pincus Capital Management, LP | 6,059 | $113.1 萬 | 0.79% | +95+1.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 6,062 | $113.2 萬 | 0.01% | −44,880−88.1% | 減碼 |
| Davy Global Fund Management Ltd | 6,062 | $113.2 萬 | 0.09% | −423−6.5% | 減碼 |
| Hilltop Holdings Inc. | 6,111 | $114.1 萬 | 0.10% | −2,507−29.1% | 減碼 |
| Churchill Financial Advisors, LLC | 6,130 | $114.4 萬 | 0.24% | +1,675+37.6% | 加碼 |
| Northbridge Financial Group, LLC | 6,625 | $114.5 萬 | 0.49% | +1,181+21.7% | 加碼 |
| Waddell & Associates, LLC | 6,135 | $114.5 萬 | 0.06% | +4,339+241.6% | 加碼 |
| Choate Investment Advisors | 6,139 | $114.6 萬 | 0.02% | −628−9.3% | 減碼 |
| Canopy Partners, LLC | 6,155 | $114.9 萬 | 0.39% | −188−3.0% | 減碼 |