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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 1,062,192 | $2.09 億 | 0.53% | −254,692−19.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,001,339 | $2.00 億 | 0.45% | +34,200+3.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 983,934 | $1.97 億 | 0.37% | +34,836+3.7% | 加碼 |
| Deccan Value Investors L.P. | 983,795 | $1.97 億 | 19.46% | −203,970−17.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 980,383 | $1.96 億 | 0.42% | −79,805−7.5% | 減碼 |
| Swedbank AB | 977,264 | $1.95 億 | 0.39% | +194,356+24.8% | 加碼 |
| AXA S.A. | 973,438 | $1.94 億 | 0.67% | +13,151+1.4% | 加碼 |
| Flossbach Von Storch AG | 937,040 | $1.87 億 | 0.79% | −2,743,380−74.5% | 減碼 |
| TCW Group Inc | 903,247 | $1.80 億 | 2.31% | +18,409+2.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 897,110 | $1.79 億 | 0.43% | +85,633+10.6% | 加碼 |
| Eminence Capital, LP | 883,155 | $1.76 億 | 2.98% | −230,832−20.7% | 減碼 |
| APG Asset Management N.V. | 958,103 | $1.76 億 | 0.37% | −113,103−10.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 872,063 | $1.74 億 | 4.48% | +74,756+9.4% | 加碼 |
| Route One Investment Company, L.P. | 847,800 | $1.69 億 | 6.70% | −90,000−9.6% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 840,000 | $1.68 億 | 1.06% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 836,629 | $1.67 億 | 0.41% | +26,497+3.3% | 加碼 |
| Great West Life Assurance Co | 836,361 | $1.67 億 | 0.42% | +16,304+2.0% | 加碼 |
| Blair William & Co | 824,123 | $1.65 億 | 0.66% | −47,728−5.5% | 減碼 |
| Third Point LLC大師第三點資本 | 800,000 | $1.60 億 | 2.62% | +800,000 | 新進 |
| SEI Investments Co | 791,076 | $1.58 億 | 0.29% | +59,131+8.1% | 加碼 |
| Susquehanna International Group, LLP | 788,395 | $1.58 億 | 0.25% | −178,337−18.4% | 減碼 |
| AustralianSuper Pty Ltd | 750,386 | $1.50 億 | 1.03% | +750,386 | 新進 |
| Victory Capital Management Inc | 747,984 | $1.49 億 | 0.17% | +272,811+57.4% | 加碼 |
| Fort Washington Investment Advisors Inc | 744,908 | $1.49 億 | 1.12% | −3,317−0.4% | 減碼 |
| First Republic Investment Management, Inc. | 744,071 | $1.49 億 | 0.32% | −7,923−1.1% | 減碼 |
| Whale Rock Capital Management LLC | 743,794 | $1.49 億 | 3.27% | +743,794 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 740,640 | $1.48 億 | 0.36% | −127,311−14.7% | 減碼 |
| Ensign Peak Advisors, Inc | 739,397 | $1.48 億 | 0.32% | −50,165−6.4% | 減碼 |
| Carmignac Gestion | 738,693 | $1.48 億 | 2.46% | +721,045+4,085.7% | 加碼 |
| Epoch Investment Partners, Inc. | 735,029 | $1.47 億 | 0.87% | +144,602+24.5% | 加碼 |
| Russell Investments Group, Ltd. | 728,950 | $1.45 億 | 0.28% | −71,316−8.9% | 減碼 |
| Two Sigma Advisers, LP | 725,631 | $1.45 億 | 0.37% | −111,600−13.3% | 減碼 |
| AQR Capital Management LLC | 727,800 | $1.44 億 | 0.32% | +63,708+9.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 714,088 | $1.43 億 | 0.39% | −59,170−7.7% | 減碼 |
| Canada Pension Plan Investment Board | 713,141 | $1.42 億 | 0.23% | +304,015+74.3% | 加碼 |
| Darlington Partners Capital Management, LP | 688,253 | $1.37 億 | 10.33% | +688,253 | 新進 |
| Mackenzie Financial Corp | 673,885 | $1.35 億 | 0.21% | +14,933+2.3% | 加碼 |
| Janus Henderson Group PLC | 665,420 | $1.33 億 | 0.09% | +34,585+5.5% | 加碼 |
| Standard Life Aberdeen plc | 662,845 | $1.32 億 | 0.33% | +45,359+7.3% | 加碼 |
| LPL Financial LLC | 658,760 | $1.32 億 | 0.10% | +34,656+5.6% | 加碼 |
| Westfield Capital Management Co LP | 655,883 | $1.31 億 | 0.93% | +91,018+16.1% | 加碼 |
| Korea Investment CORP | 654,914 | $1.31 億 | 0.38% | −2,822−0.4% | 減碼 |
| Panagora Asset Management Inc | 647,105 | $1.29 億 | 0.82% | +490,920+314.3% | 加碼 |
| State of Wisconsin Investment Board | 630,987 | $1.26 億 | 0.38% | +21,081+3.5% | 加碼 |
| Select Equity Group, L.P. | 617,698 | $1.23 億 | 0.47% | +252,369+69.1% | 加碼 |
| Palestra Capital Management LLC | 615,858 | $1.23 億 | 6.61% | +615,858 | 新進 |
| CIBC Private Wealth Group, LLC | 2,070,243 | $1.22 億 | 0.35% | +225,565+12.2% | 加碼 |
| Fernbridge Capital Management LP | 609,625 | $1.22 億 | 13.72% | −145,981−19.3% | 減碼 |
| Toronto Dominion Bank | 604,190 | $1.21 億 | 0.20% | −130,447−17.8% | 減碼 |
| Alua Capital Management LP | 600,055 | $1.20 億 | 10.08% | +193,000+47.4% | 加碼 |
| TD Asset Management Inc | 598,507 | $1.20 億 | 0.14% | −2,023−0.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 590,566 | $1.18 億 | 0.42% | +1,079+0.2% | 加碼 |
| Empower Advisory Group, LLC | 595,538 | $1.17 億 | 0.53% | +595,538 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 583,151 | $1.17 億 | 0.46% | +5,994+1.0% | 加碼 |
| Novo Holdings A/S | 578,500 | $1.16 億 | 8.24% | 00.0% | 不變 |
| Kensico Capital Management Corp | 574,000 | $1.15 億 | 5.11% | +574,000 | 新進 |
| Soma Equity Partners LP | 570,000 | $1.14 億 | 5.84% | +70,000+14.0% | 加碼 |
| Zurich Insurance Group Ltd | 569,536 | $1.14 億 | 1.43% | +84,993+17.5% | 加碼 |
| Capital International Investors | 568,816 | $1.14 億 | 0.03% | +568,816 | 新進 |
| Storebrand Asset Management AS | 565,808 | $1.13 億 | 0.57% | +38,114+7.2% | 加碼 |
| Ossiam | 562,138 | $1.12 億 | 2.33% | +13,257+2.4% | 加碼 |
| Public Employees Retirement System of Ohio | 560,252 | $1.12 億 | 0.47% | −16,994−2.9% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 557,412 | $1.11 億 | 2.10% | +557,412 | 新進 |
| Dorsal Capital Management, LLC | 550,000 | $1.10 億 | 4.25% | +550,000 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 544,528 | $1.09 億 | 1.25% | −20,855−3.7% | 減碼 |
| Sachem Head Capital Management LP | 537,100 | $1.07 億 | 4.75% | +537,100 | 新進 |
| Caisse de Depot Et Placement du Quebec | 531,841 | $1.06 億 | 0.30% | +237,610+80.8% | 加碼 |
| Holocene Advisors, LP | 528,811 | $1.06 億 | 0.53% | +528,811 | 新進 |
| Kovitz Investment Group Partners, LLC | 522,119 | $1.04 億 | 1.81% | −11,925−2.2% | 減碼 |
| Abn Amro Investment Solutions | 519,682 | $1.04 億 | 2.14% | +519,682 | 新進 |
| Nellore Capital Management LLC | 500,939 | $1.00 億 | 21.70% | −125,000−20.0% | 減碼 |
| Newlands Management Operations LLC | 500,618 | $1.00 億 | 1.79% | 00.0% | 不變 |
| Manning & Napier Group, LLC | 499,689 | $9,983 萬 | 1.16% | −330,904−39.8% | 減碼 |
| CI Private Wealth, LLC | 497,650 | $9,942 萬 | 0.27% | +76,680+18.2% | 加碼 |
| Ci Investments Inc. | 490,196 | $9,793 萬 | 0.49% | −155,816−24.1% | 減碼 |
| Asset Management One Co.,Ltd. | 488,122 | $9,752 萬 | 0.44% | +11,995+2.5% | 加碼 |
| Nomura Asset Management Co Ltd | 481,194 | $9,613 萬 | 0.51% | +53,003+12.4% | 加碼 |
| Retirement Systems of Alabama | 475,572 | $9,501 萬 | 0.41% | −49,789−9.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 471,568 | $9,419 萬 | 0.22% | +74,270+18.7% | 加碼 |
| AMF Pensionsforsakring AB | 458,246 | $9,155 萬 | 0.94% | +90,159+24.5% | 加碼 |
| Ieq Capital, LLC | 454,478 | $9,080 萬 | 2.11% | −45,407−9.1% | 減碼 |
| Alyeska Investment Group, L.P. | 451,023 | $9,011 萬 | 0.80% | −1,445,794−76.2% | 減碼 |
| Banque Pictet & Cie SA | 442,146 | $8,833 萬 | 0.86% | +30,461+7.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 440,820 | $8,807 萬 | 0.15% | −10,043−2.2% | 減碼 |
| Treasurer of the State of North Carolina | 436,183 | $8,714 萬 | 0.49% | +8,825+2.1% | 加碼 |
| STRS Ohio | 434,144 | $8,673 萬 | 0.38% | +780+0.2% | 加碼 |
| Mairs & Power Inc | 431,448 | $8,619 萬 | 0.99% | −171,228−28.4% | 減碼 |
| Rockefeller Capital Management L.P. | 430,776 | $8,606 萬 | 0.37% | +290+0.1% | 加碼 |
| US Bancorp | 426,703 | $8,525 萬 | 0.14% | −5,113−1.2% | 減碼 |
| Windward Capital Management Co | 210,954 | $8,388 萬 | 7.73% | +4,508+2.2% | 加碼 |
| XN LP | 410,141 | $8,194 萬 | 9.77% | +410,141 | 新進 |
| Los Angeles Capital Management LLC | 405,408 | $8,099 萬 | 0.36% | −25,296−5.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 397,618 | $7,944 萬 | 0.55% | +89,029+28.9% | 加碼 |
| Polar Capital Holdings Plc | 388,609 | $7,764 萬 | 0.57% | −59,033−13.2% | 減碼 |
| Allianz Asset Management GmbH | 388,493 | $7,761 萬 | 0.16% | +14,624+3.9% | 加碼 |
| Tredje AP-fonden | 382,966 | $7,651 萬 | 1.19% | +197,120+106.1% | 加碼 |
| NZS Capital, LLC | 379,071 | $7,573 萬 | 4.01% | +44,875+13.4% | 加碼 |
| Primecap Management Co | 378,400 | $7,560 萬 | 0.07% | +88,600+30.6% | 加碼 |
| State of Tennessee, Treasury Department | 375,704 | $7,506 萬 | 0.33% | +25,117+7.2% | 加碼 |
| Immersion Capital LLP | 374,960 | $7,491 萬 | 19.34% | +560+0.1% | 加碼 |