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 2,491 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
- 2,491
- 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 1,296 家減碼
另有 41 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| COFG Advisors, LLC | 1,315 | $20.6 萬 | 0.04% | −187−12.5% | 減碼 |
| Core Alternative Capital | 1,318 | $20.6 萬 | 0.06% | +203+18.2% | 加碼 |
| Consolidated Capital Management, LLC | 1,318 | $20.7 萬 | 0.06% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 1,320 | $20.7 萬 | 0.08% | −213−13.9% | 減碼 |
| Excalibur Management Corp | 1,322 | $20.7 萬 | 0.07% | +126+10.5% | 加碼 |
| BancFirst Trust & Investment Management | 1,311 | $20.7 萬 | 0.09% | +1,311 | 新進 |
| Wilson & Boucher Capital Management, LLC | 1,325 | $20.8 萬 | 0.12% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,325 | $20.8 萬 | 0.04% | +1,325 | 新進 |
| TRB Wealth Management, LLC | 1,332 | $20.9 萬 | 0.03% | −1,114−45.5% | 減碼 |
| Bogart Wealth, LLC | 1,335 | $20.9 萬 | 0.01% | +239+21.8% | 加碼 |
| Sandy Cove Advisors, LLC | 1,344 | $21.0 萬 | 0.05% | −111−7.6% | 減碼 |
| BridgePort Financial Solutions, LLC | 1,344 | $21.1 萬 | 0.05% | −2,013−60.0% | 減碼 |
| SkyOak Wealth, LLC | 1,345 | $21.1 萬 | 0.03% | +100+8.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,346 | $21.1 萬 | 0.02% | −645−32.4% | 減碼 |
| South Shore Capital Advisors | 1,346 | $21.1 萬 | 0.14% | +189+16.3% | 加碼 |
| Beck Bode, LLC | 1,351 | $21.2 萬 | 0.03% | +1,351 | 新進 |
| Cura Wealth Advisors, LLC | 1,351 | $21.2 萬 | 0.09% | −100−6.9% | 減碼 |
| Rogco, LP | 1,352 | $21.2 萬 | 0.06% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,365 | $21.4 萬 | 0.08% | −55−3.9% | 減碼 |
| First American Trust, FSB | 1,366 | $21.4 萬 | 0.01% | −237−14.8% | 減碼 |
| Granite Harbor Advisors, Inc. | 1,366 | $21.4 萬 | 0.08% | +126+10.2% | 加碼 |
| Corps Capital Advisors, LLC | 1,368 | $21.4 萬 | 0.17% | −2,877−67.8% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,370 | $21.5 萬 | 0.00% | +208+17.9% | 加碼 |
| Eagle Wealth Advisors LLC | 1,370 | $21.5 萬 | 0.16% | −909−39.9% | 減碼 |
| LJI Wealth Management, LLC | 1,376 | $21.6 萬 | 0.03% | −65−4.5% | 減碼 |
| Lionshead Wealth Management, LLC | 1,373 | $21.6 萬 | 0.14% | −57−4.0% | 減碼 |
| Swiss Re Ltd | 1,380 | $21.6 萬 | 0.02% | +1,276+1,226.9% | 加碼 |
| Stonebrook Private Inc. | 1,381 | $21.6 萬 | 0.04% | −172−11.1% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,383 | $21.7 萬 | 0.04% | +157+12.8% | 加碼 |
| Livet Wealth, LLC | 1,384 | $21.7 萬 | 0.13% | +39+2.9% | 加碼 |
| Banco BTG Pactual S.A. | 1,389 | $21.8 萬 | 0.03% | +1,389 | 新進 |
| First Financial Bankshares Inc | 1,391 | $21.8 萬 | 0.00% | −101−6.8% | 減碼 |
| Franklin Street Advisors Inc | 1,395 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,397 | $21.9 萬 | 0.06% | −1,439−50.7% | 減碼 |
| Cardinal Point Capital Management, ULC | 1,400 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 1,403 | $22.0 萬 | 0.03% | −175−11.1% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 1,410 | $22.1 萬 | 0.07% | −75−5.1% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Tandem Capital Management Corp | 1,415 | $22.2 萬 | 0.09% | 00.0% | 不變 |
| Dynamic Wealth Strategies, LLC | 1,415 | $22.2 萬 | 0.12% | +85+6.4% | 加碼 |
| S Harris Financial Group, LLC | 1,417 | $22.2 萬 | 0.17% | −640−31.1% | 減碼 |
| Greenfield Savings Bank | 1,419 | $22.2 萬 | 0.08% | −1,189−45.6% | 減碼 |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,420 | $22.2 萬 | 0.02% | −271−16.0% | 減碼 |
| TritonPoint Partners, LLC | 1,419 | $22.3 萬 | 0.02% | +1,419 | 新進 |
| Yarger Wealth Strategies, LLC | 1,366 | $22.3 萬 | 0.08% | +274+25.1% | 加碼 |
| Ewa, LLC | 1,425 | $22.3 萬 | 0.04% | −706−33.1% | 減碼 |
| Alpine Global Management, LLC | 1,426 | $22.3 萬 | 0.04% | +1,426 | 新進 |
| Armstrong, Fleming & Moore, Inc | 1,434 | $22.5 萬 | 0.07% | −111−7.2% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 1,435 | $22.5 萬 | 0.05% | −31−2.1% | 減碼 |
| MJP Associates Inc | 1,443 | $22.6 萬 | 0.02% | −275−16.0% | 減碼 |
| 626 Financial, LLC | 1,446 | $22.7 萬 | 0.09% | −722−33.3% | 減碼 |
| Yoder Wealth Management, Inc. | 1,446 | $22.7 萬 | 0.09% | +55+4.0% | 加碼 |
| JM2 Capital Inc. | 1,450 | $22.7 萬 | 0.16% | −256−15.0% | 減碼 |
| Integrated Investment Consultants, LLC | 1,451 | $22.7 萬 | 0.04% | −438−23.2% | 減碼 |
| Bill Few Associates, Inc. | 1,456 | $22.8 萬 | 0.05% | −78−5.1% | 減碼 |
| Vanguard National Trust Co | 1,457 | $22.8 萬 | 0.01% | +45+3.2% | 加碼 |
| First National Bank Sioux Falls | 1,263 | $22.9 萬 | 0.06% | 00.0% | 不變 |
| Triton Wealth Management, PLLC | 1,376 | $22.9 萬 | 0.07% | −5−0.4% | 減碼 |
| Archford Capital Strategies, LLC | 1,464 | $22.9 萬 | 0.02% | −1,288−46.8% | 減碼 |
| Salem Investment Counselors Inc | 1,461 | $23.0 萬 | 0.01% | −93−6.0% | 減碼 |
| Womack Financial LLC | 1,466 | $23.0 萬 | 0.15% | −20−1.3% | 減碼 |
| NWF Advisory Services Inc. | 1,466 | $23.0 萬 | 0.02% | −168−10.3% | 減碼 |
| Putney Financial Group LLC | 1,469 | $23.0 萬 | 0.21% | −157−9.7% | 減碼 |
| FSM Wealth Advisors, LLC | 1,472 | $23.1 萬 | 0.02% | −1,352−47.9% | 減碼 |
| Johnson Financial Group, LLC | 1,479 | $23.2 萬 | 0.01% | −206−12.2% | 減碼 |
| Beacon Financial Group | 1,481 | $23.2 萬 | 0.02% | −203−12.1% | 減碼 |
| Summit Wealth Group LLC | 1,483 | $23.2 萬 | 0.02% | −245−14.2% | 減碼 |
| Harfst & Associates, Inc. | 1,483 | $23.2 萬 | 0.04% | −1,877−55.9% | 減碼 |
| AdvisorNet Financial, Inc | 1,485 | $23.3 萬 | 0.01% | +29+2.0% | 加碼 |
| High Note Wealth, LLC | 1,488 | $23.3 萬 | 0.04% | −111−6.9% | 減碼 |
| Curated Wealth Partners LLC | 1,491 | $23.4 萬 | 0.03% | −3,474−70.0% | 減碼 |
| Peterson Wealth Services | 1,495 | $23.4 萬 | 0.05% | +30+2.0% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 1,497 | $23.5 萬 | 0.08% | −3,700−71.2% | 減碼 |
| Harbor Advisors LLC | 1,500 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Victory Financial Group, LLC | 1,500 | $23.5 萬 | 0.02% | −508−25.3% | 減碼 |
| Pzena Investment Management LLC | 1,502 | $23.5 萬 | 0.00% | +1,502 | 新進 |
| Forum Finance Group S.A. | 1,867 | $23.6 萬 | 0.08% | −651−25.9% | 減碼 |
| Seeds Investor LLC | 1,507 | $23.6 萬 | 0.02% | −295−16.4% | 減碼 |
| Elevatus Welath Management | 1,510 | $23.7 萬 | 0.06% | +436+40.6% | 加碼 |
| Avenue 1 Advisors, LLC | 1,510 | $23.7 萬 | 0.06% | +15+1.0% | 加碼 |
| Griffin Asset Management, Inc. | 1,511 | $23.7 萬 | 0.02% | +1,511 | 新進 |
| Traveka Wealth, LLC | 1,520 | $23.8 萬 | 0.08% | −140−8.4% | 減碼 |
| Adapt Wealth Advisors, LLC | 1,520 | $23.8 萬 | 0.08% | −238−13.5% | 減碼 |
| Aspire Private Capital, LLC | 1,520 | $23.8 萬 | 0.05% | +1,520 | 新進 |
| Rollins Financial Advisors, LLC | 1,527 | $23.9 萬 | 0.03% | −1,905−55.5% | 減碼 |
| Waddell & Associates, LLC | 1,528 | $23.9 萬 | 0.01% | −4,607−75.1% | 減碼 |
| Indiana Trust & Investment Management CO | 1,528 | $23.9 萬 | 0.07% | +520+51.6% | 加碼 |
| Planning Alternatives Ltd | 1,530 | $24.0 萬 | 0.03% | +1+0.1% | 加碼 |
| Westerkirk Capital Inc. | 1,535 | $24.0 萬 | 0.02% | 00.0% | 不變 |
| 55 North Private Wealth, LLC | 1,538 | $24.1 萬 | 0.05% | +1,538 | 新進 |
| Uniting Wealth Partners, LLC | 1,534 | $24.1 萬 | 0.05% | +186+13.8% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,539 | $24.1 萬 | 0.02% | −1,648−51.7% | 減碼 |
| Liberty One Investment Management, LLC | 1,541 | $24.1 萬 | 0.02% | −2,423−61.1% | 減碼 |
| Pioneer Wealth Management Group | 1,544 | $24.2 萬 | 0.06% | +4+0.3% | 加碼 |
| Accurate Wealth Management, LLC | 1,483 | $24.2 萬 | 0.02% | −1,413−48.8% | 減碼 |
| Eads & Heald Wealth Management | 1,547 | $24.2 萬 | 0.12% | −175−10.2% | 減碼 |
| CVA Family Office, LLC | 1,554 | $24.3 萬 | 0.02% | −394−20.2% | 減碼 |
| Sunpointe, LLC | 1,556 | $24.4 萬 | 0.07% | −685−30.6% | 減碼 |
| Princeton Global Asset Management LLC | 1,558 | $24.4 萬 | 0.03% | +1,040+200.8% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,568 | $24.6 萬 | 0.26% | −108−6.4% | 減碼 |