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 |
|---|---|---|---|---|---|
| Parsonex Advisory Services, Inc. | 11,516 | $180.5 萬 | 1.57% | −53−0.5% | 減碼 |
| Peloton Wealth Strategists | 11,540 | $180.8 萬 | 0.67% | −5,438−32.0% | 減碼 |
| AXS Investments LLC | 11,544 | $180.8 萬 | 0.51% | −174−1.5% | 減碼 |
| VestGen Advisors, LLC | 11,570 | $181.3 萬 | 0.05% | −595−4.9% | 減碼 |
| Nilsine Partners, LLC | 11,592 | $181.6 萬 | 0.13% | +46+0.4% | 加碼 |
| Kelly Lawrence W & Associates Inc | 11,593 | $181.6 萬 | 0.39% | −300−2.5% | 減碼 |
| Rezny Wealth Management, Inc. | 11,627 | $182.1 萬 | 0.31% | +11,627 | 新進 |
| Gladstone Institutional Advisory LLC | 11,635 | $182.3 萬 | 0.06% | −1,705−12.8% | 減碼 |
| Mattern Capital Management, LLC | 11,649 | $182.5 萬 | 0.21% | +722+6.6% | 加碼 |
| Atala Financial Inc | 11,652 | $182.5 萬 | 1.11% | +220+1.9% | 加碼 |
| New Hampshire Trust | 11,715 | $183.5 萬 | 0.35% | −162−1.4% | 減碼 |
| Texas Yale Capital Corp. | 11,739 | $183.9 萬 | 0.04% | +6,780+136.7% | 加碼 |
| Dillon & Associates Inc | 11,779 | $184.9 萬 | 0.23% | −21,312−64.4% | 減碼 |
| M. Kulyk & Associates, LLC | 11,838 | $185.4 萬 | 0.30% | −10,170−46.2% | 減碼 |
| Hunter Perkins Capital Management, LLC | 11,822 | $185.7 萬 | 0.42% | +341+3.0% | 加碼 |
| American Financial Group Inc | 12,000 | $188.0 萬 | 0.66% | −15,000−55.6% | 減碼 |
| Caliber Wealth Management, LLC | 12,008 | $188.1 萬 | 0.18% | +1,855+18.3% | 加碼 |
| Atomi Financial Group, Inc. | 12,013 | $188.2 萬 | 0.05% | −1,842−13.3% | 減碼 |
| Aspiriant, LLC | 12,085 | $189.3 萬 | 0.05% | +560+4.9% | 加碼 |
| M Holdings Securities, Inc. | 11,900 | $189.6 萬 | 0.26% | +22+0.2% | 加碼 |
| KPP Advisory Services LLC | 12,124 | $189.9 萬 | 0.24% | +329+2.8% | 加碼 |
| Frec Markets, Inc. | 12,198 | $191.1 萬 | 0.17% | +3,369+38.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 12,203 | $191.2 萬 | 0.01% | +983+8.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 12,221 | $191.5 萬 | 0.05% | +7,354+151.1% | 加碼 |
| SummitTX Capital, L.P. | 12,270 | $192.2 萬 | 0.05% | +12,270 | 新進 |
| Capital Investment Advisors, LLC | 12,391 | $194.1 萬 | 0.03% | −476−3.7% | 減碼 |
| RMB Capital Management, LLC | 12,446 | $195.6 萬 | 0.03% | −6,426−34.1% | 減碼 |
| Ledyard National Bank | 12,487 | $195.6 萬 | 0.16% | −2,344−15.8% | 減碼 |
| Pictet North America Advisors SA | 12,510 | $196.0 萬 | 0.17% | +6,110+95.5% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 12,535 | $196.4 萬 | 0.09% | −37,574−75.0% | 減碼 |
| Conscious Wealth Investments, LLC | 11,595 | $197.3 萬 | 1.01% | −10,877−48.4% | 減碼 |
| Howard Hughes Medical Institute | 12,612 | $197.6 萬 | 0.44% | 00.0% | 不變 |
| Advisors Preferred, LLC | 11,900 | $197.7 萬 | 0.31% | 00.0% | 不變 |
| Wedmont Private Capital | 12,110 | $197.8 萬 | 0.05% | −5,292−30.4% | 減碼 |
| BCJ Capital Management, LLC | 12,678 | $198.6 萬 | 0.10% | +2,222+21.3% | 加碼 |
| Magnetar Financial LLC | 12,789 | $200.4 萬 | 0.02% | +12,789 | 新進 |
| Teamwork Financial Advisors, LLC | 12,912 | $202.3 萬 | 0.19% | +1,893+17.2% | 加碼 |
| Demars Financial Group, LLC | 12,920 | $202.4 萬 | 0.56% | +2,264+21.2% | 加碼 |
| Partners Capital Investment Group, LLP | 12,931 | $202.6 萬 | 0.07% | −2,206−14.6% | 減碼 |
| Sovran Advisors, LLC | 11,181 | $202.9 萬 | 0.15% | −1,446−11.5% | 減碼 |
| Winch Advisory Services, LLC | 12,969 | $203.2 萬 | 0.42% | +495+4.0% | 加碼 |
| Edentree Asset Management Ltd | 12,987 | $203.5 萬 | 0.62% | 00.0% | 不變 |
| Financiere des Professionnels - Fonds d,investissement inc. | 13,000 | $203.7 萬 | 0.11% | 00.0% | 不變 |
| Monarch Capital Management Inc | 13,029 | $204.4 萬 | 0.47% | +2,325+21.7% | 加碼 |
| CFC Planning Co LLC | 13,078 | $204.9 萬 | 1.21% | −652−4.7% | 減碼 |
| IPG Investment Advisors LLC | 13,059 | $205.2 萬 | 0.29% | −2,025−13.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 13,125 | $205.6 萬 | 0.25% | +1,746+15.3% | 加碼 |
| Chemistry Wealth Management LLC | 13,155 | $206.1 萬 | 0.33% | +5,063+62.6% | 加碼 |
| Financial Gravity Companies, Inc. | 13,170 | $206.3 萬 | 0.33% | +13,170 | 新進 |
| Pegasus Asset Management, Inc. | 13,179 | $206.5 萬 | 0.59% | −11,777−47.2% | 減碼 |
| AMG National Trust Bank | 13,187 | $206.6 萬 | 0.04% | +5,330+67.8% | 加碼 |
| Summit Global Investments | 13,227 | $207.2 萬 | 0.11% | +6,849+107.4% | 加碼 |
| Lecap Asset Management Ltd | 13,241 | $207.4 萬 | 0.89% | +13,241 | 新進 |
| Cornerstone Planning, LLC | 13,254 | $208.0 萬 | 0.48% | +555+4.4% | 加碼 |
| Rare Wolf Capital LLC | 13,314 | $208.6 萬 | 1.34% | +3,859+40.8% | 加碼 |
| AlTi Global, Inc. | 13,306 | $209.0 萬 | 0.04% | −5,526−29.3% | 減碼 |
| SFE Investment Counsel | 13,353 | $209.2 萬 | 0.29% | −1,240−8.5% | 減碼 |
| Zhang Financial LLC | 13,425 | $210.3 萬 | 0.06% | −24−0.2% | 減碼 |
| Canvas Wealth Advisors, LLC | 13,416 | $210.3 萬 | 0.29% | +13,416 | 新進 |
| PFG Investments, LLC | 13,459 | $210.8 萬 | 0.08% | +2,242+20.0% | 加碼 |
| Coastal Bridge Advisors, LLC | 13,476 | $211.1 萬 | 0.13% | −242−1.8% | 減碼 |
| Miracle Mile Advisors, LLC | 13,563 | $212.5 萬 | 0.02% | −2,890−17.6% | 減碼 |
| Cohen Investment Advisors LLC | 13,612 | $213.2 萬 | 0.96% | +466+3.5% | 加碼 |
| North Star Investment Management Corp. | 13,651 | $213.9 萬 | 0.12% | +8,502+165.1% | 加碼 |
| Hillman Capital Management, Inc. | 13,658 | $214.0 萬 | 1.55% | +2,702+24.7% | 加碼 |
| WealthShield Partners, LLC | 13,630 | $214.1 萬 | 0.33% | +227+1.7% | 加碼 |
| Nicollet Investment Management, Inc. | 13,703 | $214.7 萬 | 0.66% | −306−2.2% | 減碼 |
| Palumbo Wealth Management LLC | 13,718 | $214.9 萬 | 0.46% | −688−4.8% | 減碼 |
| Glen Eagle Advisors, LLC | 13,719 | $214.9 萬 | 0.27% | +5,904+75.5% | 加碼 |
| Penserra Capital Management LLC | 13,788 | $215.9 萬 | 0.02% | −164,800−92.3% | 減碼 |
| HBW Advisory Services LLC | 13,799 | $216.2 萬 | 0.20% | +701+5.4% | 加碼 |
| Trust Co of Toledo NA | 13,935 | $218.3 萬 | 0.18% | −222−1.6% | 減碼 |
| Modern Wealth Management, LLC | 13,953 | $218.6 萬 | 0.03% | +8,622+161.7% | 加碼 |
| Blackstone Group Inc. | 13,975 | $218.9 萬 | 0.01% | +13,975 | 新進 |
| Ocean Capital Management, LLC | 14,057 | $220.2 萬 | 0.41% | −1,565−10.0% | 減碼 |
| GTS Securities LLC | 14,081 | $220.6 萬 | 0.05% | +10,367+279.1% | 加碼 |
| Private Wealth Partners, LLC | 14,086 | $220.7 萬 | 0.16% | −696−4.7% | 減碼 |
| Convergence Financial, LLC | 14,117 | $221.2 萬 | 0.18% | +6,624+88.4% | 加碼 |
| Linscomb & Williams, Inc. | 14,132 | $221.4 萬 | 0.10% | +601+4.4% | 加碼 |
| Laurel Wealth Advisors LLC | 14,163 | $221.9 萬 | 0.21% | +335+2.4% | 加碼 |
| Quantbot Technologies LP | 14,184 | $222.2 萬 | 0.09% | +976+7.4% | 加碼 |
| Resources Management Corp | 14,322 | $224.4 萬 | 0.28% | +418+3.0% | 加碼 |
| TCW Group Inc | 14,345 | $224.7 萬 | 0.02% | −1,776−11.0% | 減碼 |
| Whittier Trust Co of Nevada Inc | 13,259 | $224.8 萬 | 0.04% | −2,172−14.1% | 減碼 |
| Garrett Investment Advisors LLC | 14,431 | $226.1 萬 | 0.17% | −494−3.3% | 減碼 |
| Fluent Financial, LLC | 14,458 | $226.5 萬 | 0.81% | +14,458 | 新進 |
| Sagespring Wealth Partners, LLC | 14,459 | $226.5 萬 | 0.03% | −2,534−14.9% | 減碼 |
| Missouri Trust & Investment Co | 12,397 | $228.1 萬 | 0.62% | +1,768+16.6% | 加碼 |
| Adell Harriman & Carpenter Inc | 14,628 | $229.2 萬 | 0.12% | −9,786−40.1% | 減碼 |
| Meeder Advisory Services, Inc. | 14,641 | $229.4 萬 | 0.08% | −1,209−7.6% | 減碼 |
| Havemeyer Place LP | 14,671 | $229.8 萬 | 0.23% | +14,671 | 新進 |
| Bank Hapoalim BM | 14,741 | $230.9 萬 | 0.16% | −1,018−6.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 14,746 | $231.0 萬 | 0.04% | −474−3.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 14,817 | $232.6 萬 | 0.06% | +7,014+89.9% | 加碼 |
| Gateway Investment Advisers LLC | 14,867 | $232.9 萬 | 0.02% | −2,441−14.1% | 減碼 |
| Canandaigua National Bank & Trust Co | 14,900 | $233.4 萬 | 0.20% | +14,900 | 新進 |
| GAMMA Investing LLC | 14,953 | $234.3 萬 | 0.09% | +57+0.4% | 加碼 |
| Twin Capital Management Inc | 14,983 | $234.7 萬 | 0.26% | +2,832+23.3% | 加碼 |
| Truffle Hound Capital, LLC | 15,000 | $235.0 萬 | 1.48% | +15,000 | 新進 |
| Lafayette Investments, Inc. | 15,090 | $236.4 萬 | 0.44% | +2,554+20.4% | 加碼 |