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。
2023 年第 1 季 13F 持有人
Salesforce, Inc. 在 2023/3/31 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
- 2,183
- 較 2022 年第 4 季 +198 家
- 持有股數
- 8.07 億
- 較 2022 年第 4 季 +4,803 萬 (+6.3%)
- 總市值
- $1,533 億
- 較 2022 年第 4 季 +$526.4 億 (+52.3%)
- 新進機構
- 347
- 另有 837 家加碼
- 清倉機構
- 149
- 另有 793 家減碼
另有 42 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of Hawaii | 2,792 | $55.8 萬 | 0.03% | +405+17.0% | 加碼 |
| V2 Financial group LLC | 2,792 | $55.8 萬 | 0.40% | +2+0.1% | 加碼 |
| Kensington Investment Counsel, LLC | 2,809 | $56.1 萬 | 0.42% | −189−6.3% | 減碼 |
| Corton Capital Inc. | 2,811 | $56.2 萬 | 0.39% | +1,109+65.2% | 加碼 |
| EPIQ Capital Group, LLC | 2,815 | $56.2 萬 | 0.30% | −3,053−52.0% | 減碼 |
| S&CO Inc | 2,821 | $56.3 萬 | 0.05% | 00.0% | 不變 |
| TFG Advisers LLC | 2,842 | $56.8 萬 | 0.27% | +83+3.0% | 加碼 |
| Janney Capital Management LLC | 2,850 | $56.9 萬 | 0.04% | +24+0.8% | 加碼 |
| Regal Investment Advisors LLC | 2,871 | $57.4 萬 | 0.05% | +78+2.8% | 加碼 |
| Cavalier Investments, LLC | 2,872 | $57.4 萬 | 0.25% | −4,722−62.2% | 減碼 |
| AlphaCore Capital LLC | 2,877 | $57.5 萬 | 0.15% | +506+21.3% | 加碼 |
| New World Advisors LLC | 2,888 | $57.7 萬 | 0.22% | −346−10.7% | 減碼 |
| FLC Capital Advisors | 2,896 | $57.9 萬 | 0.18% | 00.0% | 不變 |
| Icapital Wealth LLC | 2,909 | $58.1 萬 | 0.40% | −2,000−40.7% | 減碼 |
| Appleton Partners Inc | 2,916 | $58.3 萬 | 0.05% | −139−4.5% | 減碼 |
| GraniteShares Advisors LLC | 2,919 | $58.3 萬 | 0.52% | −348−10.7% | 減碼 |
| Tranquility Partners, LLC | 2,923 | $58.4 萬 | 0.28% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,924 | $58.4 萬 | 0.23% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 2,926 | $58.5 萬 | 0.14% | +323+12.4% | 加碼 |
| Sterling Investment Counsel, LLC | 2,929 | $58.5 萬 | 0.35% | −134−4.4% | 減碼 |
| Alpha Family Trust | 2,935 | $58.6 萬 | 0.46% | 00.0% | 不變 |
| Sonen Capital LLC | 2,945 | $58.8 萬 | 1.00% | −1,216−29.2% | 減碼 |
| Founders Financial Securities LLC | 2,962 | $59.2 萬 | 0.09% | +122+4.3% | 加碼 |
| Everhart Financial Group, Inc. | 2,967 | $59.3 萬 | 0.27% | +2,967 | 新進 |
| FineMark National Bank & Trust | 2,975 | $59.4 萬 | 0.03% | −681−18.6% | 減碼 |
| Kapstone Financial Advisors LLC | 3,072 | $59.6 萬 | 0.54% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 2,995 | $59.8 萬 | 0.26% | +527+21.4% | 加碼 |
| K.J. Harrison & Partners Inc | 3,000 | $59.9 萬 | 0.12% | +3,000 | 新進 |
| Ulysses Management LLC | 3,000 | $59.9 萬 | 0.18% | +3,000 | 新進 |
| BKD Wealth Advisors, LLC | 3,008 | $60.1 萬 | 0.02% | −15−0.5% | 減碼 |
| Financial Advisory Corp | 3,015 | $60.2 萬 | 0.29% | +21+0.7% | 加碼 |
| Malaga Cove Capital, LLC | 3,015 | $60.2 萬 | 0.30% | +6+0.2% | 加碼 |
| New Republic Capital, LLC | 3,025 | $60.4 萬 | 0.46% | +408+15.6% | 加碼 |
| Venturi Wealth Management, LLC | 3,029 | $60.5 萬 | 0.05% | +208+7.4% | 加碼 |
| Baron Wealth Management LLC | 3,049 | $60.9 萬 | 0.43% | −10.0% | 減碼 |
| World Equity Group, Inc. | 23,673 | $61.1 萬 | 0.10% | +17,734+298.6% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,066 | $61.3 萬 | 0.08% | +3,066 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 3,066 | $61.3 萬 | 0.16% | +18+0.6% | 加碼 |
| Vista Wealth Management Group, LLC | 3,069 | $61.3 萬 | 0.07% | +346+12.7% | 加碼 |
| Fort Point Capital Partners LLC | 3,078 | $61.5 萬 | 0.10% | −261−7.8% | 減碼 |
| Castleview Partners, LLC | 3,082 | $61.5 萬 | 0.55% | −134−4.2% | 減碼 |
| Magnolia Capital Advisors LLC | 3,081 | $61.6 萬 | 0.32% | +244+8.6% | 加碼 |
| Covenant Partners, LLC | 3,085 | $61.6 萬 | 0.24% | +3,085 | 新進 |
| Inscription Capital, LLC | 3,095 | $61.8 萬 | 0.16% | +1,142+58.5% | 加碼 |
| Drive Wealth Management, LLC | 3,105 | $62.0 萬 | 0.26% | +985+46.5% | 加碼 |
| Vigilare Wealth Management | 3,108 | $62.1 萬 | 0.35% | −959−23.6% | 減碼 |
| Dudley Capital Management, LLC | 3,112 | $62.2 萬 | 0.44% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 3,120 | $62.3 萬 | 0.72% | −325−9.4% | 減碼 |
| InterOcean Capital Group, LLC | 3,123 | $62.4 萬 | 0.02% | −53−1.7% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,133 | $62.6 萬 | 0.15% | −1,427−31.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,137 | $62.7 萬 | 0.13% | +304+10.7% | 加碼 |
| Studio Investment Management LLC | 3,140 | $62.7 萬 | 0.19% | −43−1.4% | 減碼 |
| SYSTM Wealth Solutions LLC | 3,142 | $62.8 萬 | 0.10% | −1,704−35.2% | 減碼 |
| XML Financial, LLC | 3,157 | $63.1 萬 | 0.08% | +26+0.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,158 | $63.1 萬 | 0.08% | −24−0.8% | 減碼 |
| Eastern Bank | 3,163 | $63.2 萬 | 0.03% | −757−19.3% | 減碼 |
| American National Bank | 3,185 | $63.6 萬 | 0.12% | +50+1.6% | 加碼 |
| DeDora Capital, Inc. | 3,189 | $63.7 萬 | 0.27% | +688+27.5% | 加碼 |
| Davis R M Inc | 3,195 | $63.8 萬 | 0.02% | −81−2.5% | 減碼 |
| Monetary Management Group Inc | 3,200 | $63.9 萬 | 0.19% | 00.0% | 不變 |
| Gabelli Funds LLC | 3,225 | $64.4 萬 | 0.00% | +240+8.0% | 加碼 |
| Bellecapital International Ltd. | 3,232 | $64.6 萬 | 0.16% | +172+5.6% | 加碼 |
| Marcum Wealth, LLC | 3,232 | $64.6 萬 | 0.08% | +577+21.7% | 加碼 |
| Stiles Financial Services Inc | 3,236 | $64.6 萬 | 0.35% | −340−9.5% | 減碼 |
| Clare Market Investments LLC | 3,242 | $64.8 萬 | 0.27% | −3,358−50.9% | 減碼 |
| Congress Park Capital LLC | 3,255 | $65.0 萬 | 0.39% | −3,450−51.5% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 3,261 | $65.1 萬 | 1.66% | +3,261 | 新進 |
| Strata Wealth Advisors, LLC | 3,265 | $65.2 萬 | 0.34% | 00.0% | 不變 |
| Weil Company, Inc. | 3,274 | $65.4 萬 | 0.30% | −763−18.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 3,289 | $65.7 萬 | 0.01% | +3,289 | 新進 |
| Staley Capital Advisers Inc | 3,287 | $65.7 萬 | 0.04% | +337+11.4% | 加碼 |
| Visionary Wealth Advisors | 3,298 | $65.9 萬 | 0.06% | +301+10.0% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,977 | $66.0 萬 | 0.01% | 00.0% | 不變 |
| Watershed Private Wealth LLC | 3,312 | $66.2 萬 | 0.45% | +10.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 3,318 | $66.3 萬 | 0.01% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 3,325 | $66.4 萬 | 0.04% | −458−12.1% | 減碼 |
| David Loasby | 3,453 | $66.5 萬 | 0.08% | +343+11.0% | 加碼 |
| Coppell Advisory Solutions LLC | 3,382 | $66.5 萬 | 0.23% | +3,202+1,778.9% | 加碼 |
| Coppell Advisory Solutions Corp. | 3,382 | $66.5 萬 | 0.23% | +3,202+1,778.9% | 加碼 |
| Viawealth, LLC | 3,339 | $66.7 萬 | 0.53% | 00.0% | 不變 |
| PDS Planning, Inc | 3,357 | $67.1 萬 | 0.09% | +1,606+91.7% | 加碼 |
| Bowman & Co S.C. | 3,362 | $67.2 萬 | 0.49% | +939+38.8% | 加碼 |
| Principal Street Partners, LLC | 3,368 | $67.3 萬 | 0.17% | +3,368 | 新進 |
| Davenport & Co LLC | 3,381 | $67.5 萬 | 0.01% | −113−3.2% | 減碼 |
| Hillsdale Investment Management Inc. | 3,395 | $67.8 萬 | 0.06% | +225+7.1% | 加碼 |
| ETF Managers Group, LLC | 3,398 | $67.9 萬 | 0.02% | +50+1.5% | 加碼 |
| Morse Asset Management, Inc | 3,417 | $68.3 萬 | 0.23% | −1,340−28.2% | 減碼 |
| Cascade Investment Group, Inc. | 3,423 | $68.4 萬 | 0.67% | 00.0% | 不變 |
| Platform Technology Partners | 3,447 | $68.9 萬 | 0.34% | +167+5.1% | 加碼 |
| Glenview Trust Co | 3,465 | $69.2 萬 | 0.02% | +167+5.1% | 加碼 |
| Monetta Financial Services Inc | 3,500 | $69.9 萬 | 0.75% | +3,500 | 新進 |
| Legacy Financial Advisors, Inc. | 3,507 | $70.1 萬 | 0.14% | +1,228+53.9% | 加碼 |
| Northstar Advisory Group, LLC | 3,518 | $70.3 萬 | 0.53% | +3,518 | 新進 |
| LCM Capital Management Inc | 3,535 | $70.6 萬 | 0.62% | +148+4.4% | 加碼 |
| Investment House LLC | 3,555 | $71.0 萬 | 0.06% | −2,370−40.0% | 減碼 |
| First National Bank | 3,567 | $71.3 萬 | 0.61% | −3−0.1% | 減碼 |
| Farther Finance Advisors, LLC | 3,581 | $71.5 萬 | 0.21% | +2,311+182.0% | 加碼 |
| First Foundation Advisors | 3,597 | $71.9 萬 | 0.03% | −1,461−28.9% | 減碼 |
| Duality Advisers, LP | 3,600 | $71.9 萬 | 0.08% | −15,325−81.0% | 減碼 |
| Kraematon Investment Advisors, Inc | 3,601 | $71.9 萬 | 0.83% | −200−5.3% | 減碼 |