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
- 2,182
- 較 2022 年第 4 季 +197 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
- 346
- 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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 32,723 | $653.7 萬 | 0.11% | −7,661−19.0% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 32,692 | $653.1 萬 | 1.04% | +9,217+39.3% | 加碼 |
| Great Lakes Advisors, LLC | 32,574 | $650.8 萬 | 0.06% | +32,574 | 新進 |
| Xcel Wealth Management, LLC | 32,496 | $649.2 萬 | 2.28% | −2,150−6.2% | 減碼 |
| Wedbush Securities Inc | 32,406 | $647.4 萬 | 0.32% | −5,256−14.0% | 減碼 |
| Avantax Advisory Services, Inc. | 32,354 | $646.4 萬 | 0.08% | −1,187−3.5% | 減碼 |
| National Asset Management, Inc. | 32,281 | $644.9 萬 | 0.17% | +5,839+22.1% | 加碼 |
| Arrow Financial Corp | 32,245 | $644.2 萬 | 0.84% | +1,885+6.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 32,186 | $643.0 萬 | 0.28% | +1,290+4.2% | 加碼 |
| Commerce Bank | 31,890 | $637.1 萬 | 0.05% | −1,804−5.4% | 減碼 |
| First Horizon Advisors, Inc. | 31,850 | $636.3 萬 | 0.23% | −10,428−24.7% | 減碼 |
| Evergreen Capital Management LLC | 31,732 | $633.9 萬 | 0.28% | +7,050+28.6% | 加碼 |
| Thames Capital Management LLC | 31,472 | $628.7 萬 | 4.42% | +31,472 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 31,434 | $628.0 萬 | 0.16% | +91+0.3% | 加碼 |
| Bank Hapoalim BM | 31,384 | $627.0 萬 | 0.87% | +679+2.2% | 加碼 |
| Level Four Advisory Services, LLC | 31,318 | $625.7 萬 | 0.41% | +11,451+57.6% | 加碼 |
| Pinnacle Associates Ltd | 31,135 | $622.0 萬 | 0.13% | +1,632+5.5% | 加碼 |
| Spinnaker Trust | 31,081 | $620.9 萬 | 0.47% | +6,964+28.9% | 加碼 |
| Sawtooth Solutions, LLC | 30,865 | $616.6 萬 | 0.16% | +23,550+321.9% | 加碼 |
| Shell Asset Management Co | 30,817 | $615.7 萬 | 0.26% | +637+2.1% | 加碼 |
| AXS Investments LLC | 30,627 | $611.9 萬 | 2.02% | −3,004−8.9% | 減碼 |
| Cresset Asset Management, LLC | 30,566 | $610.7 萬 | 0.12% | −1,945−6.0% | 減碼 |
| Caxton Associates LP | 30,512 | $609.6 萬 | 0.97% | +19,127+168.0% | 加碼 |
| Ceera Investments, LLC | 30,408 | $607.5 萬 | 3.88% | +1,362+4.7% | 加碼 |
| Power Corp of Canada | 31,912 | $606.5 萬 | 0.64% | +16,212+103.3% | 加碼 |
| Penserra Capital Management LLC | 30,351 | $606.2 萬 | 0.13% | +25,304+501.4% | 加碼 |
| Burney Co | 30,230 | $603.9 萬 | 0.30% | +30,230 | 新進 |
| KCM Investment Advisors LLC | 30,078 | $600.9 萬 | 0.24% | −3,304−9.9% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 30,031 | $600.0 萬 | 0.31% | −2,334−7.2% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 29,980 | $598.9 萬 | 0.36% | +29,980 | 新進 |
| Shufro Rose & Co LLC | 29,791 | $595.2 萬 | 0.55% | +854+3.0% | 加碼 |
| GWM Advisors LLC | 29,892 | $593.2 萬 | 0.07% | +8,789+41.6% | 加碼 |
| FourThought Financial Partners, LLC | 29,530 | $590.0 萬 | 0.81% | +2,027+7.4% | 加碼 |
| Hudson Valley Investment Advisors Inc | 29,486 | $589.1 萬 | 0.82% | +7,033+31.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 29,276 | $584.9 萬 | 0.24% | +1,291+4.6% | 加碼 |
| Oak Associates, Ltd | 28,929 | $577.9 萬 | 0.48% | 00.0% | 不變 |
| Raymond James Trust N.A. | 28,908 | $577.5 萬 | 0.18% | −355−1.2% | 減碼 |
| Advisor Partners II, LLC | 28,761 | $574.6 萬 | 0.32% | +7,117+32.9% | 加碼 |
| Gifford Fong Associates | 28,586 | $571.1 萬 | 1.50% | −19,035−40.0% | 減碼 |
| Stelac Advisory Services LLC | 28,510 | $569.6 萬 | 2.47% | −34−0.1% | 減碼 |
| Wetherby Asset Management Inc | 28,415 | $567.7 萬 | 0.33% | +3,125+12.4% | 加碼 |
| Simmons Bank | 28,336 | $566.1 萬 | 0.48% | +1,279+4.7% | 加碼 |
| ExodusPoint Capital Management, LP | 28,312 | $565.6 萬 | 0.06% | −25,428−47.3% | 減碼 |
| Cohen Klingenstein LLC | 28,300 | $565.4 萬 | 0.27% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 28,143 | $562.2 萬 | 0.13% | −15,705−35.8% | 減碼 |
| Prentiss Smith & Co Inc | 28,137 | $562.1 萬 | 4.17% | −1,063−3.6% | 減碼 |
| Valeo Financial Advisors, LLC | 74,222 | $559.4 萬 | 0.27% | −4,914−6.2% | 減碼 |
| Guinness Atkinson Asset Management Inc | 27,953 | $558.4 萬 | 3.15% | −624−2.2% | 減碼 |
| Barrier Capital Management, LLC | 27,783 | $555.0 萬 | 6.55% | −6,900−19.9% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 27,662 | $552.6 萬 | 4.43% | +896+3.3% | 加碼 |
| Intech Investment Management LLC | 27,614 | $551.7 萬 | 0.04% | −7,482−21.3% | 減碼 |
| Brighton Jones LLC | 27,603 | $551.5 萬 | 0.31% | −1,192−4.1% | 減碼 |
| Consolidated Investment Group LLC | 27,600 | $551.4 萬 | 1.08% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 27,402 | $547.4 萬 | 0.60% | +27,402 | 新進 |
| Kestra Private Wealth Services, LLC | 27,385 | $547.1 萬 | 0.22% | +557+2.1% | 加碼 |
| Strategic Advisors LLC | 27,377 | $546.9 萬 | 1.11% | −510−1.8% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 27,370 | $546.8 萬 | 5.99% | +24,319+797.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 27,286 | $545.1 萬 | 0.15% | −1,410−4.9% | 減碼 |
| Desjardins Global Asset Management Inc. | 27,233 | $544.1 萬 | 0.68% | +22,236+445.0% | 加碼 |
| Massmutual Trust Co FSB | 27,209 | $543.6 萬 | 0.21% | +3,308+13.8% | 加碼 |
| Balyasny Asset Management LLC | 27,133 | $542.1 萬 | 0.02% | −858,502−96.9% | 減碼 |
| Webster Bank, N. A. | 27,120 | $541.8 萬 | 0.71% | −656−2.4% | 減碼 |
| Evercore Wealth Management, LLC | 27,098 | $541.4 萬 | 0.11% | −964−3.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 26,915 | $537.7 萬 | 0.41% | −78−0.3% | 減碼 |
| Great Valley Advisor Group, Inc. | 26,906 | $537.6 萬 | 0.25% | −6,079−18.4% | 減碼 |
| McRae Capital Management Inc | 26,822 | $535.8 萬 | 1.54% | −55−0.2% | 減碼 |
| Everence Capital Management Inc | 26,700 | $533.4 萬 | 0.44% | 00.0% | 不變 |
| Peloton Wealth Strategists | 26,670 | $532.8 萬 | 2.43% | +545+2.1% | 加碼 |
| Johnson Investment Counsel Inc | 26,654 | $532.5 萬 | 0.07% | −9,196−25.7% | 減碼 |
| Summit Trail Advisors, LLC | 26,614 | $531.7 萬 | 0.21% | +3,099+13.2% | 加碼 |
| Empirical Finance, LLC | 26,582 | $531.1 萬 | 0.50% | +1,544+6.2% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 26,430 | $528.0 萬 | 2.82% | −16−0.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 26,400 | $527.4 萬 | 1.78% | +5,500+26.3% | 加碼 |
| DuPont Capital Management Corp | 26,321 | $525.8 萬 | 0.25% | +12,222+86.7% | 加碼 |
| Mirova | 26,212 | $523.7 萬 | 0.76% | −1,816−6.5% | 減碼 |
| Discovery Capital Management, LLC | 26,200 | $523.4 萬 | 0.71% | +26,200 | 新進 |
| Codex Capital, L.L.C. | 26,100 | $521.4 萬 | 3.59% | 00.0% | 不變 |
| Central Trust Co | 26,053 | $520.5 萬 | 0.15% | −2,646−9.2% | 減碼 |
| Empowered Funds, LLC | 25,928 | $518.0 萬 | 0.31% | +17,554+209.6% | 加碼 |
| Marietta Wealth Management, LLC | 25,843 | $516.3 萬 | 1.10% | +2,009+8.4% | 加碼 |
| Arkadios Wealth Advisors | 25,716 | $513.8 萬 | 0.61% | +3,036+13.4% | 加碼 |
| SP Asset Management LLC | 25,444 | $508.3 萬 | 0.62% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 25,410 | $507.6 萬 | 0.50% | +8,747+52.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 25,210 | $503.6 萬 | 0.36% | +331+1.3% | 加碼 |
| De Burlo Group Inc | 25,079 | $501.0 萬 | 0.98% | −1,075−4.1% | 減碼 |
| Alight Capital Management LP | 25,000 | $499.4 萬 | 3.07% | +5,000+25.0% | 加碼 |
| Metavasi Capital LP | 25,000 | $499.4 萬 | 3.72% | +25,000 | 新進 |
| Timber Creek Capital Management LLC | 24,868 | $496.8 萬 | 1.77% | −112−0.4% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 24,802 | $495.5 萬 | 0.57% | +1,262+5.4% | 加碼 |
| Snowden Capital Advisors LLC | 24,734 | $494.1 萬 | 0.19% | +3,641+17.3% | 加碼 |
| LGT Group Foundation | 24,615 | $491.8 萬 | 0.14% | +984+4.2% | 加碼 |
| Channing Capital Management, LLC | 24,410 | $487.7 萬 | 0.16% | −54,807−69.2% | 減碼 |
| Cohen Capital Management, Inc. | 24,365 | $486.8 萬 | 0.98% | 00.0% | 不變 |
| Iowa State Bank | 24,219 | $483.8 萬 | 1.21% | −1,124−4.4% | 減碼 |
| Meridian Management Co | 23,712 | $473.7 萬 | 1.55% | +8,743+58.4% | 加碼 |
| Progressive Investment Management Corp | 23,662 | $472.7 萬 | 1.53% | −23,178−49.5% | 減碼 |
| HBW Advisory Services LLC | 23,654 | $472.5 萬 | 1.18% | −1,320−5.3% | 減碼 |
| Vestcor Inc | 23,627 | $472.0 萬 | 0.17% | −96−0.4% | 減碼 |
| Kornitzer Capital Management Inc | 23,621 | $471.9 萬 | 0.09% | +1,230+5.5% | 加碼 |
| First Nebraska Trust Co | 23,554 | $470.6 萬 | 0.59% | −70−0.3% | 減碼 |