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 |
|---|---|---|---|---|---|
| Summa Corp. | 2,218 | $34.7 萬 | 0.11% | −353−13.7% | 減碼 |
| Everpar Advisors LLC | 2,221 | $34.8 萬 | 0.10% | −1,221−35.5% | 減碼 |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,215 | $34.8 萬 | 0.05% | −65−2.9% | 減碼 |
| Sapient Capital LLC | 2,217 | $34.8 萬 | 0.00% | −2,728−55.2% | 減碼 |
| Essex LLC | 2,224 | $34.8 萬 | 0.05% | −195−8.1% | 減碼 |
| Triumph Capital Management | 2,229 | $34.9 萬 | 0.06% | +246+12.4% | 加碼 |
| Range Advisory, LLC | 2,231 | $35.0 萬 | 0.04% | −572−20.4% | 減碼 |
| Equita Financial Network, Inc. | 2,233 | $35.0 萬 | 0.10% | −1,101−33.0% | 減碼 |
| Continuum Advisory, LLC | 2,234 | $35.0 萬 | 0.03% | −4,906−68.7% | 減碼 |
| Onefund, LLC | 2,234 | $35.0 萬 | 0.20% | −381−14.6% | 減碼 |
| Betterment LLC | 2,238 | $35.1 萬 | 0.00% | +759+51.3% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,241 | $35.1 萬 | 0.09% | +200+9.8% | 加碼 |
| Kera Capital Partners, Inc. | 2,245 | $35.2 萬 | 0.03% | −163−6.8% | 減碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 2,246 | $35.2 萬 | 0.15% | −79−3.4% | 減碼 |
| Cowa, LLC | 2,249 | $35.2 萬 | 0.09% | +2,249 | 新進 |
| Cypress Point Wealth Management, LLC | 2,249 | $35.2 萬 | 0.07% | −348−13.4% | 減碼 |
| Aviance Capital Partners, LLC | 2,250 | $35.2 萬 | 0.04% | −155−6.4% | 減碼 |
| Connecticut Wealth Management, LLC | 2,252 | $35.3 萬 | 0.01% | −46−2.0% | 減碼 |
| Sandro Wealth Management LLC | 2,252 | $35.3 萬 | 0.25% | −119−5.0% | 減碼 |
| Revolve Wealth Partners, LLC | 2,254 | $35.3 萬 | 0.04% | +676+42.8% | 加碼 |
| Cabot Wealth Management Inc | 2,255 | $35.3 萬 | 0.04% | −143−6.0% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 2,255 | $35.3 萬 | 0.01% | +1,755+351.0% | 加碼 |
| Redwood Financial Network Corp | 2,257 | $35.4 萬 | 0.20% | −299−11.7% | 減碼 |
| Chesapeake Wealth Management | 2,258 | $35.4 萬 | 0.10% | +534+31.0% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $35.4 萬 | 0.24% | 00.0% | 不變 |
| Spectrum Investment Advisors, Inc. | 2,267 | $35.5 萬 | 0.15% | +2,267 | 新進 |
| Ferguson Wellman Capital Management, Inc | 2,268 | $35.5 萬 | 0.00% | −142−5.9% | 減碼 |
| Root Financial Partners, LLC | 2,269 | $35.5 萬 | 0.01% | −1,273−35.9% | 減碼 |
| Integrity Alliance, LLC. | 2,272 | $35.6 萬 | 0.01% | −606−21.1% | 減碼 |
| Sienna Gestion | 2,235 | $35.7 萬 | 0.02% | −44,561−95.2% | 減碼 |
| Symmetry Partners, LLC | 2,283 | $35.8 萬 | 0.02% | +2,283 | 新進 |
| IVC Wealth Advisors LLC | 2,286 | $35.8 萬 | 0.14% | −232−9.2% | 減碼 |
| Forum Financial Management, LP | 2,289 | $35.9 萬 | 0.00% | −247−9.7% | 減碼 |
| IFG Advisors, LLC | 2,290 | $35.9 萬 | 0.05% | 00.0% | 不變 |
| Bell Bank | 2,295 | $36.0 萬 | 0.01% | −2,210−49.1% | 減碼 |
| Hudock, Inc. | 2,299 | $36.0 萬 | 0.05% | −276−10.7% | 減碼 |
| Bensler, LLC | 2,308 | $36.2 萬 | 0.03% | 00.0% | 不變 |
| Oxford Wealth Group, LLC | 2,314 | $36.3 萬 | 0.16% | −115−4.7% | 減碼 |
| Kestra Investment Management, LLC | 2,314 | $36.3 萬 | 0.01% | −828−26.4% | 減碼 |
| NorthStar Asset Management LLC | 2,319 | $36.3 萬 | 0.15% | −708−23.4% | 減碼 |
| Evermay Wealth Management LLC | 2,327 | $36.5 萬 | 0.04% | −801−25.6% | 減碼 |
| Indivisible Partners | 2,330 | $36.5 萬 | 0.02% | +683+41.5% | 加碼 |
| WD Rutherford LLC | 2,332 | $36.5 萬 | 0.13% | −5,953−71.9% | 減碼 |
| Virtue Capital Management, LLC | 2,347 | $36.8 萬 | 0.05% | −69−2.9% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,340 | $36.8 萬 | 0.06% | −41−1.7% | 減碼 |
| Advisor OS, LLC | 2,348 | $36.8 萬 | 0.02% | −331−12.4% | 減碼 |
| Mirova | 2,363 | $37.0 萬 | 0.01% | −352−13.0% | 減碼 |
| SGL Investment Advisors, Inc. | 1,878 | $37.1 萬 | 0.13% | −930−33.1% | 減碼 |
| Wealth Science Advisors LLC | 2,368 | $37.1 萬 | 0.16% | +2,218+1,478.7% | 加碼 |
| Telos Capital Management, Inc. | 2,373 | $37.2 萬 | 0.03% | −143−5.7% | 減碼 |
| Howard Financial Services, Ltd. | 2,390 | $37.4 萬 | 0.04% | +391+19.6% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,392 | $37.5 萬 | 0.05% | −1,525−38.9% | 減碼 |
| Titan Wealth (CI) Ltd | 2,400 | $37.6 萬 | 0.14% | +1,185+97.5% | 加碼 |
| Hill Island Financial LLC | 2,407 | $37.7 萬 | 0.08% | +8+0.3% | 加碼 |
| Orographic Financial Advisors, LLC | 1,963 | $37.9 萬 | 0.25% | +118+6.4% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,426 | $38.0 萬 | 0.03% | −671−21.7% | 減碼 |
| AdvisorShares Investments LLC | 2,430 | $38.1 萬 | 0.05% | 00.0% | 不變 |
| Wealth Alliance | 2,435 | $38.1 萬 | 0.03% | −436−15.2% | 減碼 |
| Bernicke Wealth Management, Ltd. | 2,445 | $38.3 萬 | 0.04% | −426−14.8% | 減碼 |
| DMG Group, LLC | 2,457 | $38.5 萬 | 0.26% | +745+43.5% | 加碼 |
| Legacy Advisors, LLC | 2,456 | $38.6 萬 | 0.04% | −187−7.1% | 減碼 |
| Income Insurance Ltd | 2,470 | $38.7 萬 | 0.23% | −400−13.9% | 減碼 |
| Millstone Evans Group, LLC | 2,472 | $38.7 萬 | 0.21% | +4+0.2% | 加碼 |
| Nine Masts Capital Ltd | 2,474 | $38.8 萬 | 0.04% | +2,474 | 新進 |
| Natural Investments, LLC | 2,489 | $38.9 萬 | 0.09% | 00.0% | 不變 |
| Viawealth, LLC | 2,487 | $39.0 萬 | 0.20% | −2,197−46.9% | 減碼 |
| Apriem Advisors | 2,498 | $39.1 萬 | 0.03% | −72−2.8% | 減碼 |
| Embree Financial Group | 2,502 | $39.2 萬 | 0.04% | −3,461−58.0% | 減碼 |
| GAM Holding AG | 2,511 | $39.3 萬 | 0.03% | +22+0.9% | 加碼 |
| Catalyst Private Wealth, LLC | 2,511 | $39.3 萬 | 0.19% | +96+4.0% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 2,516 | $39.4 萬 | 0.02% | +17+0.7% | 加碼 |
| SNS Financial Group, LLC | 2,519 | $39.5 萬 | 0.01% | +2,519 | 新進 |
| Signature Estate & Investment Advisors LLC | 2,513 | $39.5 萬 | 0.01% | −778−23.6% | 減碼 |
| Vigil Wealth Management, LLC | 2,533 | $39.7 萬 | 0.28% | +2,533 | 新進 |
| Financial Planning Hawaii, Inc. | 2,537 | $39.7 萬 | 0.21% | +537+26.9% | 加碼 |
| Brookwood Investment Group LLC | 2,543 | $39.8 萬 | 0.05% | +1,065+72.1% | 加碼 |
| Facet Wealth, Inc. | 2,552 | $40.0 萬 | 0.01% | −49−1.9% | 減碼 |
| Ameriflex Group, Inc. | 2,556 | $40.0 萬 | 0.16% | +113+4.6% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 2,558 | $40.1 萬 | 0.24% | −500−16.4% | 減碼 |
| Boston Trust Walden Corp | 2,563 | $40.2 萬 | 0.00% | −400−13.5% | 減碼 |
| Elevated Capital Advisors, LLC | 2,578 | $40.4 萬 | 0.11% | −1,510−36.9% | 減碼 |
| Roman Butler Fullerton & Co | 2,368 | $40.5 萬 | 0.10% | −2,049−46.4% | 減碼 |
| Schmidt P J Investment Management Inc | 2,592 | $40.6 萬 | 0.06% | −946−26.7% | 減碼 |
| JNBA Financial Advisors | 2,593 | $40.6 萬 | 0.03% | −1,512−36.8% | 減碼 |
| Kuhn & Co Investment Counsel | 2,600 | $40.7 萬 | 0.24% | +73+2.9% | 加碼 |
| Baron Wealth Management LLC | 2,609 | $40.9 萬 | 0.11% | +41+1.6% | 加碼 |
| Tennessee Valley Asset Management Partners | 2,612 | $40.9 萬 | 0.05% | +208+8.7% | 加碼 |
| WealthCollab, LLC | 2,612 | $40.9 萬 | 0.15% | +10.0% | 加碼 |
| Jeppson Wealth Management, LLC | 2,614 | $41.0 萬 | 0.12% | −71−2.6% | 減碼 |
| Next Level Private LLC | 2,619 | $41.0 萬 | 0.08% | −101−3.7% | 減碼 |
| Quantum Private Wealth, LLC | 2,627 | $41.2 萬 | 0.11% | −80−3.0% | 減碼 |
| Security National Bank | 2,632 | $41.2 萬 | 0.05% | −14−0.5% | 減碼 |
| Aventura Private Wealth, LLC | 2,646 | $41.4 萬 | 0.13% | −216−7.5% | 減碼 |
| ZEGA Investments, LLC | 2,647 | $41.5 萬 | 0.07% | +192+7.8% | 加碼 |
| Kaizen Financial Strategies | 2,543 | $41.5 萬 | 0.16% | −1,397−35.5% | 減碼 |
| Phillips Wealth Planners LLC | 2,449 | $41.5 萬 | 0.31% | −99−3.9% | 減碼 |
| Michael B. Yongue | 2,653 | $41.6 萬 | 0.29% | −147−5.3% | 減碼 |
| Mairs & Power Inc | 2,656 | $41.6 萬 | 0.00% | −47,340−94.7% | 減碼 |
| Green Ridge Wealth Planning LLC | 2,656 | $41.6 萬 | 0.18% | −638−19.4% | 減碼 |
| Versant Capital Management, Inc | 2,670 | $41.8 萬 | 0.04% | −845−24.0% | 減碼 |