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 2 季 13F 持有人
Salesforce, Inc. 在 2026/6/30 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
- 2,492
- 較 2026 年第 1 季 −164 家
- 持有股數
- 7.00 億
- 較 2026 年第 1 季 −3,730 萬 (−5.1%)
- 總市值
- $1,095 億
- 較 2026 年第 1 季 −$283.4 億 (−20.6%)
- 新進機構
- 181
- 另有 826 家加碼
- 清倉機構
- 345
- 另有 1,297 家減碼
另有 40 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Richards, Merrill & Peterson, Inc. | 3,234 | $50.7 萬 | 0.16% | +363+12.6% | 加碼 |
| Northern Oak Wealth Management Inc | 3,236 | $50.7 萬 | 0.06% | +307+10.5% | 加碼 |
| Proffitt & Goodson Inc | 3,239 | $50.7 萬 | 0.07% | +3,239 | 新進 |
| Hilltop Holdings Inc. | 3,246 | $50.8 萬 | 0.04% | −2,865−46.9% | 減碼 |
| Kraematon Investment Advisors, Inc | 3,250 | $50.9 萬 | 0.38% | −143−4.2% | 減碼 |
| Chilton Investment Co LLC | 3,258 | $51.0 萬 | 0.01% | −421−11.4% | 減碼 |
| Inscription Capital, LLC | 3,264 | $51.1 萬 | 0.05% | +769+30.8% | 加碼 |
| 3Chopt Investment Partners, LLC | 3,257 | $51.2 萬 | 0.10% | +394+13.8% | 加碼 |
| Aspire Growth Partners LLC | 3,278 | $51.4 萬 | 0.30% | −39−1.2% | 減碼 |
| Oxler Private Wealth LLC | 3,289 | $51.5 萬 | 0.15% | −296−8.3% | 減碼 |
| PDS Planning, Inc | 3,296 | $51.6 萬 | 0.03% | −1,534−31.8% | 減碼 |
| Retirement Planning Group | 3,296 | $51.6 萬 | 0.01% | −339−9.3% | 減碼 |
| Prentice Wealth Management LLC | 3,299 | $51.7 萬 | 0.11% | +25+0.8% | 加碼 |
| F/M Investments LLC | 3,300 | $51.7 萬 | 0.03% | +1,139+52.7% | 加碼 |
| First Citizens Bank & Trust Co | 3,313 | $51.9 萬 | 0.01% | −12,832−79.5% | 減碼 |
| YANKCOM Partnership | 3,314 | $51.9 萬 | 0.19% | +351+11.8% | 加碼 |
| Aso Group Ltd | 3,326 | $52.1 萬 | 0.22% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 3,328 | $52.1 萬 | 0.18% | +26+0.8% | 加碼 |
| Cullen Investment Group, Ltd. | 3,329 | $52.2 萬 | 0.06% | −2,187−39.6% | 減碼 |
| Waldron Private Wealth LLC | 3,332 | $52.3 萬 | 0.02% | +184+5.8% | 加碼 |
| Gryphon Financial Partners LLC | 3,342 | $52.4 萬 | 0.05% | −88−2.6% | 減碼 |
| Crumly & Associates Inc. | 3,346 | $52.4 萬 | 0.10% | +27+0.8% | 加碼 |
| Everest Management Corp. | 3,350 | $52.5 萬 | 0.20% | −279−7.7% | 減碼 |
| Burford Brothers, Inc. | 3,354 | $52.5 萬 | 0.19% | +31+0.9% | 加碼 |
| Semus Wealth Partners LLC | 3,355 | $52.6 萬 | 0.25% | +903+36.8% | 加碼 |
| FLC Capital Advisors | 3,363 | $52.7 萬 | 0.09% | −480−12.5% | 減碼 |
| Visionary Wealth Advisors | 3,377 | $52.9 萬 | 0.02% | −2,347−41.0% | 減碼 |
| Cypress Wealth Services, LLC | 3,388 | $53.1 萬 | 0.07% | −55−1.6% | 減碼 |
| Cornerstone National Bank & Trust Co | 3,255 | $53.1 萬 | 0.18% | −2,770−46.0% | 減碼 |
| Aries Wealth Management | 3,394 | $53.2 萬 | 0.10% | +665+24.4% | 加碼 |
| Defiance ETFs, LLC | 3,273 | $53.4 萬 | 0.01% | −159,039−98.0% | 減碼 |
| Parkside Financial Bank & Trust | 3,424 | $53.6 萬 | 0.04% | +659+23.8% | 加碼 |
| Sky Investment Group LLC | 3,424 | $53.6 萬 | 0.08% | −451−11.6% | 減碼 |
| Benchmark Investment Advisors LLC | 3,426 | $53.7 萬 | 0.24% | −362−9.6% | 減碼 |
| Miller Global Investments, LLC | 3,436 | $53.8 萬 | 0.45% | +2,151+167.4% | 加碼 |
| denkapparat Operations GmbH | 3,444 | $54.0 萬 | 0.18% | +1,922+126.3% | 加碼 |
| Orion Capital Management LLC | 3,447 | $54.0 萬 | 0.17% | −238−6.5% | 減碼 |
| Prota Financial, LLC | 3,312 | $54.1 萬 | 0.36% | +253+8.3% | 加碼 |
| Asset Dedication, LLC | 3,454 | $54.1 萬 | 0.03% | −2,782−44.6% | 減碼 |
| Net Worth Advisory Group | 3,455 | $54.1 萬 | 0.14% | −100−2.8% | 減碼 |
| Breakwater Capital Group | 3,457 | $54.2 萬 | 0.07% | +2+0.1% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,459 | $54.3 萬 | 0.03% | +102+3.0% | 加碼 |
| Aviso Wealth Management | 3,482 | $54.6 萬 | 0.21% | +350+11.2% | 加碼 |
| Sage Private Wealth Group, LLC | 3,483 | $54.6 萬 | 0.25% | +180+5.4% | 加碼 |
| Doliver Advisors, LP | 3,484 | $54.6 萬 | 0.12% | −1,060−23.3% | 減碼 |
| Watershed Asset Management, L.L.C. | 3,488 | $54.6 萬 | 0.49% | +3,488 | 新進 |
| Nwam LLC | 3,491 | $54.7 萬 | 0.03% | +186+5.6% | 加碼 |
| MCF Advisors LLC | 3,486 | $54.7 萬 | 0.02% | +912+35.4% | 加碼 |
| Wallace Advisory Group, LLC | 3,496 | $54.8 萬 | 0.52% | +428+14.0% | 加碼 |
| Simplicity Wealth,LLC | 3,504 | $54.9 萬 | 0.02% | −1,203−25.6% | 減碼 |
| Unify Financial Advisors | 3,509 | $55.0 萬 | 0.51% | +818+30.4% | 加碼 |
| BankPlus Trust Department | 3,512 | $55.0 萬 | 0.13% | −7,970−69.4% | 減碼 |
| White Pine Capital LLC | 3,517 | $55.1 萬 | 0.13% | +967+37.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 3,528 | $55.3 萬 | 0.00% | −1,042−22.8% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 3,537 | $55.4 萬 | 0.03% | −4,120−53.8% | 減碼 |
| LOM Asset Management Ltd | 3,537 | $55.4 萬 | 0.14% | +211+6.3% | 加碼 |
| Valmark Advisers, Inc. | 3,548 | $55.6 萬 | 0.01% | −656−15.6% | 減碼 |
| Rehmann Capital Advisory Group | 3,683 | $55.9 萬 | 0.03% | −738−16.7% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 3,583 | $56.1 萬 | 0.21% | −247−6.4% | 減碼 |
| Essex Savings Bank | 3,590 | $56.2 萬 | 0.12% | −650−15.3% | 減碼 |
| B&L Asset Management LLC | 3,596 | $56.3 萬 | 0.19% | −1,362−27.5% | 減碼 |
| Stonebridge Financial Group, LLC | 3,609 | $56.6 萬 | 0.08% | +3,609 | 新進 |
| Concentrum Wealth Management | 3,622 | $56.7 萬 | 0.14% | +1,292+55.5% | 加碼 |
| BigSur Wealth Management LLC | 3,617 | $57.0 萬 | 0.14% | −3,683−50.5% | 減碼 |
| Copeland Capital Management, LLC | 3,643 | $57.1 萬 | 0.01% | −76−2.0% | 減碼 |
| Annex Advisory Services, LLC | 3,664 | $57.4 萬 | 0.01% | −61,383−94.4% | 減碼 |
| Alta Advisers Ltd | 3,670 | $57.5 萬 | 0.13% | 00.0% | 不變 |
| Spire Wealth Management | 3,683 | $57.7 萬 | 0.02% | −757−17.0% | 減碼 |
| IFG Advisory, LLC | 3,687 | $57.8 萬 | 0.02% | +3,687 | 新進 |
| Community Bank & Trust, Waco, Texas | 3,694 | $57.9 萬 | 0.10% | +46+1.3% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,699 | $57.9 萬 | 0.04% | −103−2.7% | 減碼 |
| Alpha Family Trust | 3,710 | $58.1 萬 | 0.23% | +775+26.4% | 加碼 |
| Carson Advisory Inc. | 3,728 | $58.4 萬 | 0.27% | +610+19.6% | 加碼 |
| Howland Capital Management LLC | 3,723 | $58.5 萬 | 0.02% | +7+0.2% | 加碼 |
| Southeast Asset Advisors Inc. | 3,748 | $58.7 萬 | 0.06% | +500+15.4% | 加碼 |
| Bank Ozk | 3,754 | $58.8 萬 | 0.17% | +244+7.0% | 加碼 |
| Diversified Enterprises, LLC | 3,756 | $58.8 萬 | 0.03% | −108−2.8% | 減碼 |
| Kennebec Savings Bank | 3,760 | $58.9 萬 | 0.47% | +105+2.9% | 加碼 |
| Claro Advisors LLC | 3,762 | $58.9 萬 | 0.06% | +13+0.3% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,778 | $59.2 萬 | 0.07% | −150−3.8% | 減碼 |
| Farmers National Bank | 3,787 | $59.3 萬 | 0.12% | −273−6.7% | 減碼 |
| Perpetual Ltd | 3,792 | $59.4 萬 | 0.01% | −930−19.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 3,802 | $59.6 萬 | 0.13% | −93−2.4% | 減碼 |
| Act Wealth Management, LLC | 3,803 | $59.6 萬 | 0.18% | +1,129+42.2% | 加碼 |
| Adelphi Trust Co | 3,810 | $59.7 萬 | 0.40% | −48−1.2% | 減碼 |
| Strategic Advisors LLC | 3,819 | $59.8 萬 | 0.13% | −154−3.9% | 減碼 |
| Interchange Capital Partners, LLC | 3,821 | $59.8 萬 | 0.11% | −938−19.7% | 減碼 |
| Advyzon Investment Management, LLC | 3,827 | $60.0 萬 | 0.04% | +20+0.5% | 加碼 |
| Crescent Sterling, Ltd. | 3,830 | $60.0 萬 | 0.54% | −553−12.6% | 減碼 |
| Forefront Wealth Partners, LLC | 3,832 | $60.0 萬 | 0.19% | +37+1.0% | 加碼 |
| Red Reef Advisors LLC | 3,843 | $60.2 萬 | 0.56% | −26−0.7% | 減碼 |
| Dearborn Partners LLC | 3,845 | $60.2 萬 | 0.03% | −265−6.4% | 減碼 |
| Compass Ion Advisors, LLC | 3,856 | $60.4 萬 | 0.05% | +3,856 | 新進 |
| Portland Investment Counsel Inc. | 3,875 | $60.7 萬 | 0.17% | 00.0% | 不變 |
| Dudley Capital Management, LLC | 3,884 | $60.9 萬 | 0.24% | −50−1.3% | 減碼 |
| Wright Investors Service Inc | 3,885 | $60.9 萬 | 0.17% | −8,251−68.0% | 減碼 |
| Blueshift Asset Management, LLC | 3,893 | $61.0 萬 | 0.14% | +3,893 | 新進 |
| Personal Cfo Solutions, LLC | 3,886 | $61.1 萬 | 0.09% | −15−0.4% | 減碼 |
| Fox Run Management, L.L.C. | 3,898 | $61.1 萬 | 0.10% | +3,898 | 新進 |
| Principal Street Partners, LLC | 3,916 | $61.3 萬 | 0.09% | +89+2.3% | 加碼 |