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 |
|---|---|---|---|---|---|
| Evergreen Wealth Solutions, LLC | 1,795 | $33.5 萬 | 0.02% | +1,795 | 新進 |
| Clarity Wealth Advisors, LLC | 1,796 | $33.5 萬 | 0.07% | −35−1.9% | 減碼 |
| GFG Capital, LLC | 1,797 | $33.5 萬 | 0.11% | +1,797 | 新進 |
| Fearless Solutions, LLC dba Best Invest | 1,799 | $33.6 萬 | 0.20% | −295−14.1% | 減碼 |
| Rossby Financial, LCC | 1,804 | $33.6 萬 | 0.07% | +356+24.6% | 加碼 |
| Pacific Sage Partners, LLC | 1,800 | $33.6 萬 | 0.05% | +39+2.2% | 加碼 |
| Argonautica Private Wealth Management, Inc | 1,808 | $33.7 萬 | 0.10% | +60+3.4% | 加碼 |
| Azimuth Capital Investment Management LLC | 1,815 | $33.9 萬 | 0.01% | −35,965−95.2% | 減碼 |
| Southern Financial Group, LLC | 1,820 | $34.0 萬 | 0.09% | +431+31.0% | 加碼 |
| Greater Midwest Financial Group, LLC | 1,831 | $34.2 萬 | 0.18% | −13,862−88.3% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 1,831 | $34.2 萬 | 0.05% | +180+10.9% | 加碼 |
| Addison Advisors LLC | 1,832 | $34.2 萬 | 0.08% | −291−13.7% | 減碼 |
| Affinity Capital Advisors, LLC | 1,839 | $34.3 萬 | 0.05% | +15+0.8% | 加碼 |
| Smithfield Trust Co | 1,827 | $34.4 萬 | 0.01% | −450−19.8% | 減碼 |
| Orographic Financial Advisors, LLC | 1,845 | $34.4 萬 | 0.24% | +1,845 | 新進 |
| Moment Partners, LLC | 1,845 | $34.4 萬 | 0.06% | +18+1.0% | 加碼 |
| Icapital Wealth LLC | 1,861 | $34.7 萬 | 0.21% | −2,292−55.2% | 減碼 |
| Tannin Capital LLC | 1,861 | $34.7 萬 | 0.25% | +385+26.1% | 加碼 |
| Fielder Capital Group LLC | 1,865 | $34.8 萬 | 0.08% | +274+17.2% | 加碼 |
| BOK Financial Private Wealth, Inc. | 1,867 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,872 | $34.9 萬 | 0.00% | −105,923−98.3% | 減碼 |
| Princeton Capital Management LLC | 1,872 | $34.9 萬 | 0.10% | −2,123−53.1% | 減碼 |
| Argyle Capital Partners, LLC | 1,880 | $35.1 萬 | 0.25% | −1,337−41.6% | 減碼 |
| American Alpha Advisors, LLC | 1,881 | $35.1 萬 | 0.21% | +939+99.7% | 加碼 |
| CSS LLC | 1,881 | $35.1 萬 | 0.02% | +710+60.6% | 加碼 |
| Integrated Investment Consultants, LLC | 1,889 | $35.3 萬 | 0.07% | −1,671−46.9% | 減碼 |
| CFM Wealth Partners LLC | 1,892 | $35.3 萬 | 0.05% | −30,067−94.1% | 減碼 |
| Onyx Bridge Wealth Group LLC | 1,893 | $35.3 萬 | 0.04% | −191−9.2% | 減碼 |
| Accel Wealth Management | 1,898 | $35.4 萬 | 0.09% | −9−0.5% | 減碼 |
| Stonebridge Financial Group, LLC | 1,900 | $35.5 萬 | 0.30% | +275+16.9% | 加碼 |
| FSB Premier Wealth Management, Inc. | 1,910 | $35.7 萬 | 0.11% | +55+3.0% | 加碼 |
| Winthrop Advisory Group LLC | 1,911 | $35.7 萬 | 0.03% | −246−11.4% | 減碼 |
| CrossGen Wealth, LLC | 1,919 | $35.8 萬 | 0.31% | −1,177−38.0% | 減碼 |
| Investors Research Corp | 1,920 | $35.8 萬 | 0.07% | 00.0% | 不變 |
| Beckerman Institutional, LLC | 1,921 | $35.9 萬 | 0.19% | +871+83.0% | 加碼 |
| Sym Financial Corp | 1,921 | $35.9 萬 | 0.04% | +466+32.0% | 加碼 |
| New Wave Wealth Advisors LLC | 1,929 | $36.0 萬 | 0.13% | +607+45.9% | 加碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 1,930 | $36.0 萬 | 0.12% | −3,047−61.2% | 減碼 |
| V2 Financial group LLC | 1,945 | $36.3 萬 | 0.17% | +3+0.2% | 加碼 |
| CVA Family Office, LLC | 1,948 | $36.4 萬 | 0.04% | +396+25.5% | 加碼 |
| WBH Advisory Inc | 1,953 | $36.4 萬 | 0.03% | −206−9.5% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 1,957 | $36.5 萬 | 0.36% | +1+0.1% | 加碼 |
| Walkner Condon Financial Advisors LLC | 1,960 | $36.6 萬 | 0.05% | −189−8.8% | 減碼 |
| Laurel Oak Wealth Management, LLC | 1,960 | $36.6 萬 | 0.06% | −105−5.1% | 減碼 |
| Appleton Partners Inc | 1,960 | $36.6 萬 | 0.03% | −76−3.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 1,961 | $36.6 萬 | 0.03% | +60+3.2% | 加碼 |
| Leavell Investment Management, Inc. | 1,965 | $36.7 萬 | 0.02% | −375−16.0% | 減碼 |
| Forum Finance Group S.A. | 2,518 | $36.7 萬 | 0.20% | +2,518 | 新進 |
| Kiley Juergens Wealth Management, LLC | 1,974 | $36.9 萬 | 0.07% | +1,974 | 新進 |
| Triumph Capital Management | 1,983 | $37.0 萬 | 0.08% | +535+36.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,991 | $37.2 萬 | 0.04% | −1,069−34.9% | 減碼 |
| Financial Enhancement Group LLC | 2,048 | $37.3 萬 | 0.05% | −21−1.0% | 減碼 |
| Howard Financial Services, Ltd. | 1,999 | $37.3 萬 | 0.04% | +378+23.3% | 加碼 |
| Financial Planning Hawaii, Inc. | 2,000 | $37.3 萬 | 0.22% | 00.0% | 不變 |
| Intercapital, LLC | 2,000 | $37.3 萬 | 0.21% | +2,000 | 新進 |
| Alley Investment Management Company, LLC | 2,000 | $37.3 萬 | 0.05% | 00.0% | 不變 |
| United Community Bank | 2,008 | $37.5 萬 | 0.12% | −895−30.8% | 減碼 |
| Victory Financial Group, LLC | 2,008 | $37.5 萬 | 0.05% | −230−10.3% | 減碼 |
| Quent Capital, LLC | 2,008 | $37.5 萬 | 0.03% | −2,808−58.3% | 減碼 |
| Perennial Advisors, LLC | 2,014 | $37.6 萬 | 0.06% | −153−7.1% | 減碼 |
| AGH Wealth Advisors, LLC | 2,017 | $37.7 萬 | 0.28% | −311−13.4% | 減碼 |
| Latko Wealth Management, Ltd. | 2,018 | $37.7 萬 | 0.18% | −47−2.3% | 減碼 |
| Pathfinder Wealth Consulting, Inc. | 2,020 | $37.7 萬 | 0.24% | +455+29.1% | 加碼 |
| Synergy Financial Group, LTD | 2,021 | $37.7 萬 | 0.28% | +9+0.4% | 加碼 |
| Broadway Wealth Solutions, Inc. | 2,027 | $37.8 萬 | 0.20% | +584+40.5% | 加碼 |
| Focus Financial Network, Inc. | 2,027 | $37.8 萬 | 0.01% | −1,184−36.9% | 減碼 |
| Runnymede Capital Advisors, Inc. | 2,030 | $37.9 萬 | 0.33% | −3,753−64.9% | 減碼 |
| Willner & Heller, LLC | 2,039 | $38.1 萬 | 0.28% | +645+46.3% | 加碼 |
| Wedge Capital Management L L P | 2,041 | $38.1 萬 | 0.01% | +263+14.8% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,041 | $38.1 萬 | 0.11% | +341+20.1% | 加碼 |
| Avalon Trust Co | 2,043 | $38.1 萬 | 0.03% | −552−21.3% | 減碼 |
| Armis Advisers, LLC | 2,300 | $38.1 萬 | 0.04% | −190−7.6% | 減碼 |
| Garden State Investment Advisory Services LLC | 2,042 | $38.2 萬 | 0.09% | −252−11.0% | 減碼 |
| Jacobsen Capital Management | 2,053 | $38.3 萬 | 0.13% | +323+18.7% | 加碼 |
| Windsor Capital Management, LLC | 2,055 | $38.4 萬 | 0.11% | −130−5.9% | 減碼 |
| Rexford Capital Inc | 2,056 | $38.4 萬 | 0.27% | +225+12.3% | 加碼 |
| Ark Wealth Advisors LLC | 2,056 | $38.4 萬 | 0.38% | +900+77.9% | 加碼 |
| S Harris Financial Group, LLC | 2,057 | $38.4 萬 | 0.35% | −344−14.3% | 減碼 |
| HCR Wealth Advisors | 2,069 | $38.6 萬 | 0.04% | +10.0% | 加碼 |
| Montag A & Associates Inc | 2,070 | $38.6 萬 | 0.02% | −1,535−42.6% | 減碼 |
| Benin Management CORP | 2,070 | $38.6 萬 | 0.09% | +263+14.6% | 加碼 |
| McHugh Group, LLC | 2,075 | $38.7 萬 | 0.23% | +25+1.2% | 加碼 |
| Bingham Private Wealth, LLC | 2,081 | $38.8 萬 | 0.31% | −30−1.4% | 減碼 |
| PFC Capital Group, Inc. | 2,089 | $38.9 萬 | 0.17% | −522−20.0% | 減碼 |
| Northern Lights Advisors, Inc. | 2,104 | $39.3 萬 | 0.27% | +129+6.5% | 加碼 |
| Laffer Tengler Investments | 2,117 | $39.5 萬 | 0.06% | −13−0.6% | 減碼 |
| a16z Perennial Management, L.P. | 2,117 | $39.5 萬 | 0.03% | 00.0% | 不變 |
| Palisade Capital Management LLC | 2,117 | $39.5 萬 | 0.01% | +907+75.0% | 加碼 |
| Consilio Wealth Advisors, LLC | 2,121 | $39.6 萬 | 0.12% | −9−0.4% | 減碼 |
| RAM Investment Partners, LLC | 2,122 | $39.6 萬 | 0.07% | +79+3.9% | 加碼 |
| Ewa, LLC | 2,131 | $39.8 萬 | 0.09% | +174+8.9% | 加碼 |
| Capstone Wealth Management Group LLC | 2,131 | $39.8 萬 | 0.24% | −66−3.0% | 減碼 |
| Quadcap Wealth Management, LLC | 2,135 | $39.9 萬 | 0.05% | −2,020−48.6% | 減碼 |
| Hilltop National Bank | 2,139 | $39.9 萬 | 0.09% | +115+5.7% | 加碼 |
| Advisor Resource Council | 2,142 | $40.0 萬 | 0.16% | +129+6.4% | 加碼 |
| American State Bank (Iowa) | 2,143 | $40.0 萬 | 0.19% | +144+7.2% | 加碼 |
| Harmony Asset Management LLC | 2,153 | $40.2 萬 | 0.12% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 2,154 | $40.2 萬 | 0.03% | +673+45.4% | 加碼 |
| F/M Investments LLC | 2,161 | $40.3 萬 | 0.03% | −19,206−89.9% | 減碼 |
| 626 Financial, LLC | 2,168 | $40.5 萬 | 0.18% | −2,708−55.5% | 減碼 |