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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,868 | $29.3 萬 | 0.04% | +470+33.6% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 721 | $29.4 萬 | 0.09% | −1,042−59.1% | 減碼 |
| Pacific Sage Partners, LLC | 1,875 | $29.4 萬 | 0.04% | +75+4.2% | 加碼 |
| Inceptionr LLC | 1,884 | $29.5 萬 | 0.07% | −491−20.7% | 減碼 |
| Rexford Capital Inc | 1,885 | $29.5 萬 | 0.18% | −171−8.3% | 減碼 |
| American Alpha Advisors, LLC | 1,886 | $29.5 萬 | 0.17% | +5+0.3% | 加碼 |
| Broadway Wealth Solutions, Inc. | 1,886 | $29.5 萬 | 0.14% | −141−7.0% | 減碼 |
| Global Assets Advisory, LLC | 1,798 | $29.6 萬 | 0.06% | +173+10.6% | 加碼 |
| Monticello Wealth Management, LLC | 1,896 | $29.7 萬 | 0.02% | +808+74.3% | 加碼 |
| Csenge Advisory Group | 1,896 | $29.7 萬 | 0.01% | −313−14.2% | 減碼 |
| Klingman & Associates, LLC | 1,897 | $29.7 萬 | 0.01% | −437−18.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,897 | $29.7 萬 | 0.06% | −886−31.8% | 減碼 |
| AGH Wealth Advisors, LLC | 1,900 | $29.8 萬 | 0.19% | −117−5.8% | 減碼 |
| Synergy Financial Group, LTD | 1,910 | $29.9 萬 | 0.22% | −111−5.5% | 減碼 |
| Talon Private Wealth, LLC | 1,912 | $30.0 萬 | 0.04% | −2,348−55.1% | 減碼 |
| Gateway Wealth Partners, LLC | 1,915 | $30.0 萬 | 0.02% | −1,766−48.0% | 減碼 |
| Liberty Wealth Management LLC | 1,611 | $30.1 萬 | 0.04% | 00.0% | 不變 |
| RAM Investment Partners, LLC | 1,920 | $30.1 萬 | 0.05% | −202−9.5% | 減碼 |
| V2 Financial group LLC | 1,924 | $30.1 萬 | 0.11% | −21−1.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,918 | $30.1 萬 | 0.02% | +51+2.7% | 加碼 |
| Beckerman Institutional, LLC | 1,929 | $30.2 萬 | 0.14% | +8+0.4% | 加碼 |
| Verus Capital Partners, LLC | 1,929 | $30.2 萬 | 0.02% | −225−10.4% | 減碼 |
| DRH Investments, Inc. | 1,929 | $30.2 萬 | 0.24% | +1,929 | 新進 |
| WBH Advisory Inc | 1,933 | $30.3 萬 | 0.02% | −20−1.0% | 減碼 |
| Matters Capital LLC | 1,936 | $30.3 萬 | 0.21% | −2,614−57.5% | 減碼 |
| New Insight Wealth Advisors | 1,947 | $30.5 萬 | 0.09% | −222−10.2% | 減碼 |
| Sentinus, LLC | 1,950 | $30.5 萬 | 0.02% | −1,764−47.5% | 減碼 |
| Atlantic Trust, LLC | 1,953 | $30.6 萬 | 0.04% | −280−12.5% | 減碼 |
| Paragon Private Wealth Management, LLC | 1,953 | $30.6 萬 | 0.08% | −3,182−62.0% | 減碼 |
| HCR Wealth Advisors | 1,978 | $31.0 萬 | 0.03% | −91−4.4% | 減碼 |
| Strait & Sound Wealth Management LLC | 1,986 | $31.1 萬 | 0.11% | −739−27.1% | 減碼 |
| Bingham Private Wealth, LLC | 1,987 | $31.1 萬 | 0.21% | −94−4.5% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,000 | $31.3 萬 | 0.08% | +2,000 | 新進 |
| SmartHarvest Portfolios, LLC | 1,998 | $31.3 萬 | 0.10% | −608−23.3% | 減碼 |
| Alley Investment Management Company, LLC | 2,000 | $31.3 萬 | 0.04% | 00.0% | 不變 |
| Claret Asset Management Corp | 2,005 | $31.4 萬 | 0.03% | +379+23.3% | 加碼 |
| China Universal Asset Management Co., Ltd. | 2,000 | $31.4 萬 | 0.02% | +2,000 | 新進 |
| Winthrop Advisory Group LLC | 2,002 | $31.5 萬 | 0.02% | +91+4.8% | 加碼 |
| Madison Park Capital Advisors, LLC | 1,899 | $31.5 萬 | 0.22% | +384+25.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,022 | $31.6 萬 | 0.08% | −343−14.5% | 減碼 |
| Latko Wealth Management, Ltd. | 2,018 | $31.6 萬 | 0.13% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,022 | $31.8 萬 | 0.01% | −48−2.3% | 減碼 |
| Palisade Capital Management LLC | 2,029 | $31.8 萬 | 0.01% | −88−4.2% | 減碼 |
| Tranquility Partners, LLC | 2,034 | $31.9 萬 | 0.11% | −474−18.9% | 減碼 |
| PeakShares LLC | 2,040 | $32.0 萬 | 0.24% | −6,030−74.7% | 減碼 |
| Harmony Asset Management LLC | 2,046 | $32.1 萬 | 0.09% | −107−5.0% | 減碼 |
| Sanders Morris Harris LLC | 2,047 | $32.1 萬 | 0.19% | −7,510−78.6% | 減碼 |
| Benin Management CORP | 2,050 | $32.1 萬 | 0.07% | −20−1.0% | 減碼 |
| Chicago Trust Co NA | 2,056 | $32.2 萬 | 0.05% | −1,117−35.2% | 減碼 |
| Great Lakes Advisors, LLC | 2,056 | $32.2 萬 | 0.00% | +583+39.6% | 加碼 |
| Cape Ann Savings Bank | 2,059 | $32.3 萬 | 0.15% | −110−5.1% | 減碼 |
| Keynote Financial Services LLC | 2,059 | $32.3 萬 | 0.15% | +2,059 | 新進 |
| Epiq Partners, LLC | 2,061 | $32.3 萬 | 0.14% | +477+30.1% | 加碼 |
| Cornerstone Select Advisors, LLC | 2,062 | $32.3 萬 | 0.14% | −718−25.8% | 減碼 |
| Consilio Wealth Advisors, LLC | 2,063 | $32.3 萬 | 0.08% | −58−2.7% | 減碼 |
| CoreCap Advisors, LLC | 2,076 | $32.5 萬 | 0.01% | −565−21.4% | 減碼 |
| Signature Wealth Management Partners, LLC | 2,076 | $32.5 萬 | 0.15% | +455+28.1% | 加碼 |
| Van Diest Capital, LLC | 2,083 | $32.6 萬 | 0.29% | −2,286−52.3% | 減碼 |
| Cascades Capital Asset Management, LLC | 2,083 | $32.6 萬 | 0.12% | −93−4.3% | 減碼 |
| Financial Enhancement Group LLC | 2,085 | $32.7 萬 | 0.04% | +37+1.8% | 加碼 |
| TFR Capital, LLC. | 2,090 | $32.7 萬 | 0.09% | −741−26.2% | 減碼 |
| Strategic Blueprint, LLC | 2,094 | $32.8 萬 | 0.02% | −112−5.1% | 減碼 |
| SPWM Advisors LLC | 1,922 | $32.8 萬 | 0.30% | −680−26.1% | 減碼 |
| Keebeck Wealth Management, LLC | 2,096 | $32.9 萬 | 0.03% | +2,096 | 新進 |
| Financial Advisory Service, Inc. | 2,111 | $33.1 萬 | 0.02% | −1,201−36.3% | 減碼 |
| Davis Investment Partners, LLC | 2,119 | $33.2 萬 | 0.10% | −522−19.8% | 減碼 |
| Tannin Capital LLC | 2,121 | $33.2 萬 | 0.22% | +260+14.0% | 加碼 |
| OneAscent Financial Services LLC | 2,124 | $33.3 萬 | 0.02% | −588−21.7% | 減碼 |
| Mirador Capital Partners LP | 2,130 | $33.4 萬 | 0.04% | −482−18.5% | 減碼 |
| Cascade Investment Group, Inc. | 2,130 | $33.4 萬 | 0.19% | −1,522−41.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,131 | $33.4 萬 | 0.03% | +170+8.7% | 加碼 |
| Clark Capital Management Group, Inc. | 2,132 | $33.4 萬 | 0.00% | −20,802−90.7% | 減碼 |
| Northern Lights Advisors, Inc. | 2,133 | $33.4 萬 | 0.18% | +29+1.4% | 加碼 |
| Advisor Resource Council | 2,019 | $33.4 萬 | 0.11% | −123−5.7% | 減碼 |
| Van Hulzen Asset Management, LLC | 2,136 | $33.5 萬 | 0.02% | +901+73.0% | 加碼 |
| London & Capital Asset Management Ltd | 2,139 | $33.5 萬 | 0.00% | −3,821−64.1% | 減碼 |
| ZWJ Investment Counsel Inc | 2,163 | $33.9 萬 | 0.01% | +2,163 | 新進 |
| Ipswich Investment Management Co., Inc. | 2,168 | $34.0 萬 | 0.07% | −197−8.3% | 減碼 |
| Quadcap Wealth Management, LLC | 2,168 | $34.0 萬 | 0.03% | +33+1.5% | 加碼 |
| Agate Pass Investment Management, LLC | 2,171 | $34.0 萬 | 0.13% | −3,531−61.9% | 減碼 |
| Keating Financial Advisory Services, Inc. | 2,177 | $34.1 萬 | 0.04% | −150−6.4% | 減碼 |
| MN Wealth Advisors, LLC | 2,178 | $34.1 萬 | 0.15% | −724−24.9% | 減碼 |
| Meadowbrook Advisors Group, LLC | 2,179 | $34.1 萬 | 0.18% | −1,200−35.5% | 減碼 |
| Icon Wealth Advisors, LLC | 2,181 | $34.2 萬 | 0.02% | −3,722−63.1% | 減碼 |
| Acorns Advisers, LLC | 2,183 | $34.2 萬 | 0.00% | +448+25.8% | 加碼 |
| Cambient Family Office, LLC | 2,178 | $34.2 萬 | 0.04% | −18−0.8% | 減碼 |
| Greykasell Wealth Strategies, Inc. | 2,187 | $34.3 萬 | 0.12% | −784−26.4% | 減碼 |
| Wrapmanager Inc | 2,191 | $34.3 萬 | 0.11% | −225−9.3% | 減碼 |
| Calton & Associates, Inc. | 2,193 | $34.4 萬 | 0.05% | −337−13.3% | 減碼 |
| Beacon Financial Advisory LLC | 2,194 | $34.4 萬 | 0.07% | −731−25.0% | 減碼 |
| Great Diamond Partners, LLC | 2,195 | $34.4 萬 | 0.06% | −7−0.3% | 減碼 |
| Essex Financial Services, Inc. | 2,201 | $34.5 萬 | 0.02% | −3,009−57.8% | 減碼 |
| Greenwich Wealth Management LLC | 2,203 | $34.5 萬 | 0.01% | −112−4.8% | 減碼 |
| Etesian Wealth Advisors, Inc. | 2,208 | $34.6 萬 | 0.10% | −133−5.7% | 減碼 |
| Lauer Wealth, LLC | 2,065 | $34.6 萬 | 0.24% | +2,065 | 新進 |
| Pines Wealth Management, LLC | 2,211 | $34.6 萬 | 0.10% | −52−2.3% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 2,211 | $34.6 萬 | 0.08% | −1,048−32.2% | 減碼 |
| Moody Lynn & Lieberson, LLC | 2,213 | $34.7 萬 | 0.02% | −2,298−50.9% | 減碼 |
| Intellectus Partners, LLC | 2,207 | $34.7 萬 | 0.06% | −229−9.4% | 減碼 |
| Summa Corp. | 2,218 | $34.7 萬 | 0.11% | −353−13.7% | 減碼 |