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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 1,511 | $28.2 萬 | 0.19% | −2,485−62.2% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 1,511 | $28.2 萬 | 0.03% | −5,571−78.7% | 減碼 |
| Madison Park Capital Advisors, LLC | 1,515 | $28.3 萬 | 0.22% | 00.0% | 不變 |
| denkapparat Operations GmbH | 1,522 | $28.4 萬 | 0.12% | +1,522 | 新進 |
| Newbridge Financial Services Group, Inc. | 1,524 | $28.5 萬 | 0.05% | −21,268−93.3% | 減碼 |
| RiverGlades Family Offices LLC | 1,525 | $28.5 萬 | 0.17% | +1,525 | 新進 |
| Castlefield Investment Partners LLP | 1,529 | $28.5 萬 | 0.22% | +482+46.0% | 加碼 |
| Planning Alternatives Ltd | 1,529 | $28.5 萬 | 0.04% | +1,529 | 新進 |
| Stokes Family Office, LLC | 1,532 | $28.6 萬 | 0.03% | −317−17.1% | 減碼 |
| Wayfinding Financial, LLC | 1,533 | $28.6 萬 | 0.12% | −138−8.3% | 減碼 |
| QTR Family Wealth, LLC | 1,670 | $28.6 萬 | 0.12% | −230−12.1% | 減碼 |
| Integral Investment Advisors, Inc. | 1,533 | $28.6 萬 | 0.07% | +1,533 | 新進 |
| Bill Few Associates, Inc. | 1,534 | $28.6 萬 | 0.07% | +1,534 | 新進 |
| Westerkirk Capital Inc. | 1,535 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| DLK Investment Management, LLC | 1,536 | $28.7 萬 | 0.11% | +17+1.1% | 加碼 |
| Whalen Wealth Management Inc. | 1,539 | $28.7 萬 | 0.15% | −3,390−68.8% | 減碼 |
| Pioneer Wealth Management Group | 1,540 | $28.7 萬 | 0.08% | +5+0.3% | 加碼 |
| DGS Capital Management, LLC | 1,545 | $28.8 萬 | 0.05% | −138−8.2% | 減碼 |
| Armstrong, Fleming & Moore, Inc | 1,545 | $28.8 萬 | 0.12% | +688+80.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,546 | $28.9 萬 | 0.10% | +882+132.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,546 | $28.9 萬 | 0.03% | +1,546 | 新進 |
| IFC Advisors LLC | 1,552 | $29.0 萬 | 0.04% | +376+32.0% | 加碼 |
| Stonebrook Private Inc. | 1,553 | $29.0 萬 | 0.06% | −527−25.3% | 減碼 |
| Salem Investment Counselors Inc | 1,554 | $29.0 萬 | 0.01% | −2,435−61.0% | 減碼 |
| Altar Rock LLC | 1,567 | $29.3 萬 | 0.34% | +758+93.7% | 加碼 |
| Seed Wealth Management, Inc. | 1,570 | $29.3 萬 | 0.20% | 00.0% | 不變 |
| Stonehaven Wealth & Tax Solutions, LLC | 1,574 | $29.4 萬 | 0.26% | +1,574 | 新進 |
| Wakefield Asset Management LLLP | 1,575 | $29.4 萬 | 0.08% | 00.0% | 不變 |
| Revolve Wealth Partners, LLC | 1,578 | $29.5 萬 | 0.04% | −349−18.1% | 減碼 |
| Alpha Omega Wealth Management LLC | 1,578 | $29.5 萬 | 0.05% | +307+24.2% | 加碼 |
| LexAurum Advisors, LLC | 1,580 | $29.5 萬 | 0.04% | +1,580 | 新進 |
| Epiq Partners, LLC | 1,584 | $29.6 萬 | 0.14% | −57−3.5% | 減碼 |
| Tritonpoint Wealth, LLC | 1,589 | $29.7 萬 | 0.03% | +82+5.4% | 加碼 |
| Rooted Wealth Advisors, Inc. | 1,593 | $29.7 萬 | 0.08% | −562−26.1% | 減碼 |
| Colonial Trust Co | 1,599 | $29.8 萬 | 0.04% | −379−19.2% | 減碼 |
| Bank of Stockton | 1,599 | $29.8 萬 | 0.09% | +378+31.0% | 加碼 |
| High Note Wealth, LLC | 1,599 | $29.8 萬 | 0.06% | +64+4.2% | 加碼 |
| B&D White Capital Company, LLC | 1,600 | $29.9 萬 | 0.04% | +1,600 | 新進 |
| Mathes Company, Inc. | 1,600 | $29.9 萬 | 0.11% | −10,918−87.2% | 減碼 |
| First American Trust, FSB | 1,603 | $29.9 萬 | 0.02% | +118+7.9% | 加碼 |
| Essential Partners LLC | 1,606 | $30.0 萬 | 0.10% | +1,108+222.5% | 加碼 |
| TFC Financial Management | 1,606 | $30.0 萬 | 0.04% | −137−7.9% | 減碼 |
| Liberty Wealth Management LLC | 1,611 | $30.1 萬 | 0.04% | −334−17.2% | 減碼 |
| Koss-Olinger Consulting, LLC | 1,611 | $30.1 萬 | 0.03% | −41−2.5% | 減碼 |
| Aspire Capital Advisors LLC | 1,615 | $30.1 萬 | 0.07% | +334+26.1% | 加碼 |
| MBL Wealth, LLC | 1,617 | $30.2 萬 | 0.02% | +163+11.2% | 加碼 |
| Corient IA LLC | 1,620 | $30.2 萬 | 0.28% | −380−19.0% | 減碼 |
| Signature Wealth Management Partners, LLC | 1,621 | $30.3 萬 | 0.15% | +685+73.2% | 加碼 |
| Global Assets Advisory, LLC | 1,625 | $30.3 萬 | 0.09% | −1,246−43.4% | 減碼 |
| Putney Financial Group LLC | 1,626 | $30.4 萬 | 0.31% | −1,639−50.2% | 減碼 |
| Claret Asset Management Corp | 1,626 | $30.4 萬 | 0.04% | −11−0.7% | 減碼 |
| Ignite Planners, LLC | 1,632 | $30.5 萬 | 0.05% | +93+6.0% | 加碼 |
| NWF Advisory Services Inc. | 1,634 | $30.5 萬 | 0.03% | +213+15.0% | 加碼 |
| Marino, Stram & Associates LLC | 1,642 | $30.7 萬 | 0.06% | +49+3.1% | 加碼 |
| JSF Financial, LLC | 1,644 | $30.7 萬 | 0.06% | −232−12.4% | 減碼 |
| Evolution Wealth Advisors, LLC | 1,645 | $30.7 萬 | 0.03% | +1,645 | 新進 |
| Abacus Planning Group, Inc. | 1,646 | $30.7 萬 | 0.04% | −294−15.2% | 減碼 |
| Fort Point Capital Partners LLC | 1,647 | $30.7 萬 | 0.04% | +77+4.9% | 加碼 |
| Indivisible Partners | 1,647 | $30.7 萬 | 0.03% | +677+69.8% | 加碼 |
| Arcataur Capital Management LLC | 1,653 | $30.9 萬 | 0.09% | +25+1.5% | 加碼 |
| Seeds Investor LLC | 1,802 | $30.9 萬 | 0.04% | +266+17.3% | 加碼 |
| Cornerstone Advisory, LLC | 1,658 | $31.0 萬 | 0.03% | +81+5.1% | 加碼 |
| Traveka Wealth, LLC | 1,660 | $31.0 萬 | 0.12% | −164−9.0% | 減碼 |
| Grandfield & Dodd, LLC | 1,669 | $31.2 萬 | 0.02% | −220−11.6% | 減碼 |
| Spectrum Planning & Advisory Services Inc. | 1,671 | $31.2 萬 | 0.15% | −31−1.8% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,676 | $31.3 萬 | 0.38% | +45+2.8% | 加碼 |
| Horizon Bancorp Inc | 1,681 | $31.4 萬 | 0.15% | +472+39.0% | 加碼 |
| Beacon Financial Group | 1,684 | $31.4 萬 | 0.03% | +239+16.5% | 加碼 |
| Johnson Financial Group, LLC | 1,685 | $31.5 萬 | 0.02% | +1,685 | 新進 |
| Kensington Investment Counsel, LLC | 1,686 | $31.5 萬 | 0.15% | −231−12.1% | 減碼 |
| Oasis Advisors, LLC | 1,695 | $31.5 萬 | 0.06% | +1,695 | 新進 |
| VisionPoint Advisory Group, LLC | 1,688 | $31.5 萬 | 0.06% | +154+10.0% | 加碼 |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,691 | $31.6 萬 | 0.04% | +46+2.8% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,694 | $31.6 萬 | 0.13% | −228−11.9% | 減碼 |
| GenTrust, LLC | 1,697 | $31.7 萬 | 0.01% | +1,697 | 新進 |
| Patrick M Sweeney & Associates, Inc | 1,698 | $31.7 萬 | 0.20% | +30+1.8% | 加碼 |
| Auxano Advisors, LLC | 1,704 | $31.8 萬 | 0.06% | +180+11.8% | 加碼 |
| BlackDiamond Wealth Management Inc. | 1,704 | $31.8 萬 | 0.15% | −271−13.7% | 減碼 |
| JM2 Capital Inc. | 1,706 | $31.8 萬 | 0.26% | +40+2.4% | 加碼 |
| DMG Group, LLC | 1,712 | $32.0 萬 | 0.22% | +317+22.7% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,714 | $32.0 萬 | 0.11% | −101−5.6% | 減碼 |
| Tyche Wealth Partners LLC | 1,717 | $32.1 萬 | 0.05% | −3−0.2% | 減碼 |
| MJP Associates Inc | 1,718 | $32.1 萬 | 0.04% | +375+27.9% | 加碼 |
| FF Advisors,LLC | 1,854 | $32.1 萬 | 0.13% | +22+1.2% | 加碼 |
| Eads & Heald Wealth Management | 1,722 | $32.1 萬 | 0.16% | −687−28.5% | 減碼 |
| Chesapeake Wealth Management | 1,724 | $32.2 萬 | 0.10% | +1,724 | 新進 |
| Capital Advantage, Inc. | 1,724 | $32.2 萬 | 0.04% | −393−18.6% | 減碼 |
| Summit Wealth Group LLC | 1,728 | $32.3 萬 | 0.03% | −21−1.2% | 減碼 |
| Guardian Asset Advisors, LLC | 1,727 | $32.3 萬 | 0.19% | +122+7.6% | 加碼 |
| Hartline Investment Corp | 1,732 | $32.3 萬 | 0.04% | −90−4.9% | 減碼 |
| Acorns Advisers, LLC | 1,735 | $32.4 萬 | 0.00% | +413+31.2% | 加碼 |
| Berger Financial Group, Inc | 1,739 | $32.5 萬 | 0.02% | −228−11.6% | 減碼 |
| Clark Financial Services Group Inc | 1,755 | $32.8 萬 | 0.18% | +428+32.3% | 加碼 |
| Evelyn Partners Investment Management Services Ltd | 1,758 | $32.8 萬 | 0.04% | −266−13.1% | 減碼 |
| Adapt Wealth Advisors, LLC | 1,758 | $32.8 萬 | 0.12% | +435+32.9% | 加碼 |
| Cane Capital Partners, LLC | 1,759 | $32.8 萬 | 0.14% | +223+14.5% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,763 | $32.9 萬 | 0.09% | −109−5.8% | 減碼 |
| McAdam, LLC | 1,767 | $33.0 萬 | 0.01% | +24+1.4% | 加碼 |
| Vega Investment Solutions | 1,788 | $33.4 萬 | 0.08% | −3,010−62.7% | 減碼 |
| Edgestream Partners, L.P. | 1,794 | $33.5 萬 | 0.01% | −892−33.2% | 減碼 |