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 3 季 13F 持有人
Salesforce, Inc. 在 2023/9/30 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
- 2,294
- 較 2023 年第 2 季 +24 家
- 持有股數
- 7.65 億
- 較 2023 年第 2 季 +63.9 萬 (+0.1%)
- 總市值
- $1,551 億
- 較 2023 年第 2 季 −$56.9 億 (−3.5%)
- 新進機構
- 152
- 另有 949 家加碼
- 清倉機構
- 128
- 另有 882 家減碼
另有 31 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 3,600 | $73.0 萬 | 0.31% | +212+6.3% | 加碼 |
| Salem Investment Counselors Inc | 3,606 | $73.1 萬 | 0.03% | +2,050+131.7% | 加碼 |
| Lokken Investment Group LLC | 3,608 | $73.2 萬 | 0.48% | +30+0.8% | 加碼 |
| Allstate Corp | 3,621 | $73.4 萬 | 0.04% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 3,650 | $74.0 萬 | 0.83% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 3,658 | $74.2 萬 | 0.03% | −150−3.9% | 減碼 |
| Blueshift Asset Management, LLC | 3,660 | $74.2 萬 | 0.44% | +3,660 | 新進 |
| Ironwood Investment Counsel, LLC | 3,672 | $74.5 萬 | 0.18% | +2,287+165.1% | 加碼 |
| Paradigm Financial Partners, LLC | 3,729 | $74.5 萬 | 0.21% | +127+3.5% | 加碼 |
| Consilium Wealth Advisory, LLC | 3,683 | $74.7 萬 | 0.52% | +314+9.3% | 加碼 |
| Riverview Trust Co | 3,706 | $75.2 萬 | 0.67% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 3,713 | $75.3 萬 | 0.33% | +34+0.9% | 加碼 |
| Curbstone Financial Management Corp | 3,716 | $75.4 萬 | 0.19% | −100−2.6% | 減碼 |
| Evoke Wealth, LLC | 3,716 | $75.4 萬 | 0.03% | +474+14.6% | 加碼 |
| Sky Investment Group LLC | 3,726 | $75.6 萬 | 0.17% | −75−2.0% | 減碼 |
| Ropes Wealth Advisors LLC | 3,739 | $75.8 萬 | 0.15% | −120−3.1% | 減碼 |
| ARS Wealth Advisors Group, LLC | 3,740 | $75.8 萬 | 0.12% | +210+5.9% | 加碼 |
| Perennial Investment Advisors, LLC | 3,742 | $75.8 萬 | 0.14% | −386−9.4% | 減碼 |
| Charles Carroll Financial Partners, LLC | 3,750 | $76.0 萬 | 0.94% | +250+7.1% | 加碼 |
| Glen Eagle Advisors, LLC | 3,786 | $76.8 萬 | 0.18% | −23−0.6% | 減碼 |
| LCM Capital Management Inc | 3,789 | $76.8 萬 | 0.63% | +210+5.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,824 | $77.5 萬 | 0.14% | +2,112+123.4% | 加碼 |
| PFG Investments, LLC | 3,839 | $77.8 萬 | 0.15% | −2−0.1% | 減碼 |
| Oder Investment Management, LLC | 3,849 | $78.0 萬 | 0.85% | 00.0% | 不變 |
| AlphaCore Capital LLC | 3,850 | $78.1 萬 | 0.12% | +828+27.4% | 加碼 |
| Bowman & Co S.C. | 3,858 | $78.2 萬 | 0.62% | +386+11.1% | 加碼 |
| Valley Brook Capital Group | 3,859 | $78.3 萬 | 0.77% | +100+2.7% | 加碼 |
| Augustine Asset Management Inc | 3,867 | $78.4 萬 | 0.36% | −6−0.2% | 減碼 |
| Inceptionr LLC | 3,868 | $78.4 萬 | 0.44% | +1,386+55.8% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 3,880 | $78.7 萬 | 0.26% | +26+0.7% | 加碼 |
| Texas Yale Capital Corp. | 3,941 | $79.9 萬 | 0.04% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 3,947 | $80.0 萬 | 0.51% | 00.0% | 不變 |
| Central Bank & Trust Co | 3,981 | $80.7 萬 | 0.14% | −155−3.7% | 減碼 |
| Vahanian & Associates Financial Planning Inc. | 3,985 | $80.8 萬 | 2.60% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 4,030 | $81.7 萬 | 0.41% | +230+6.1% | 加碼 |
| Essex Savings Bank | 4,037 | $81.9 萬 | 0.28% | −289−6.7% | 減碼 |
| Jmac Enterprises LLC | 4,049 | $82.1 萬 | 0.20% | −34−0.8% | 減碼 |
| Meridian Financial Partners LLC | 3,953 | $82.3 萬 | 0.84% | −45−1.1% | 減碼 |
| Financial Insights, Inc. | 4,108 | $82.5 萬 | 0.29% | +615+17.6% | 加碼 |
| Northern Oak Wealth Management Inc | 4,075 | $82.6 萬 | 0.10% | +440+12.1% | 加碼 |
| Sage Rhino Capital LLC | 4,085 | $82.8 萬 | 0.23% | +10.0% | 加碼 |
| IFP Advisors, Inc | 4,091 | $83.0 萬 | 0.04% | −3,215−44.0% | 減碼 |
| Axq Capital, LP | 4,100 | $83.1 萬 | 0.29% | +4,100 | 新進 |
| Stock Yards Bank & Trust Co | 4,118 | $83.5 萬 | 0.03% | −2,944−41.7% | 減碼 |
| 1st Source Bank | 4,131 | $83.8 萬 | 0.06% | −173−4.0% | 減碼 |
| PDS Planning, Inc | 4,147 | $84.1 萬 | 0.11% | +91+2.2% | 加碼 |
| Claro Advisors LLC | 4,147 | $84.1 萬 | 0.21% | +357+9.4% | 加碼 |
| MWA Asset Management | 4,155 | $84.3 萬 | 0.81% | +4,155 | 新進 |
| First United Bank Trust | 4,182 | $84.8 萬 | 0.39% | +95+2.3% | 加碼 |
| Hussman Strategic Advisors, Inc. | 4,200 | $85.2 萬 | 0.16% | +4,200 | 新進 |
| HBK Sorce Advisory LLC | 4,204 | $85.2 萬 | 0.04% | +205+5.1% | 加碼 |
| Intact Investment Management Inc. | 4,210 | $85.4 萬 | 0.04% | −900−17.6% | 減碼 |
| 626 Financial, LLC | 4,219 | $85.6 萬 | 0.58% | 00.0% | 不變 |
| Geneva Partners, LLC | 4,230 | $85.8 萬 | 0.57% | +4,230 | 新進 |
| Chemistry Wealth Management LLC | 4,236 | $85.9 萬 | 0.28% | 00.0% | 不變 |
| DeDora Capital, Inc. | 4,239 | $86.0 萬 | 0.34% | +538+14.5% | 加碼 |
| Hilltop Holdings Inc. | 4,245 | $86.1 萬 | 0.11% | +629+17.4% | 加碼 |
| Fortitude Advisory Group L.L.C. | 4,254 | $86.3 萬 | 0.58% | −504−10.6% | 減碼 |
| Oak Thistle LLC | 4,263 | $86.4 萬 | 0.26% | +4,263 | 新進 |
| Juncture Wealth Strategies, LLC | 4,275 | $86.7 萬 | 0.42% | +1,413+49.4% | 加碼 |
| Silicon Valley Capital Partners | 4,290 | $87.0 萬 | 0.16% | +581+15.7% | 加碼 |
| Investors Research Corp | 4,291 | $87.0 萬 | 0.23% | +4+0.1% | 加碼 |
| Truadvice, LLC | 4,075 | $87.1 萬 | 0.34% | +224+5.8% | 加碼 |
| BFSG, LLC | 4,312 | $87.4 萬 | 0.14% | −155−3.5% | 減碼 |
| Catalyst Financial Partners LLC | 4,317 | $87.5 萬 | 0.28% | +891+26.0% | 加碼 |
| Alterity Financial Group, LLC | 4,320 | $87.6 萬 | 1.39% | −2,950−40.6% | 減碼 |
| Glenview Trust Co | 4,329 | $87.8 萬 | 0.02% | +555+14.7% | 加碼 |
| Navellier & Associates Inc | 4,330 | $87.8 萬 | 0.15% | +4,330 | 新進 |
| Goodman Advisory Group, LLC | 4,383 | $88.9 萬 | 0.33% | −82−1.8% | 減碼 |
| CIC Wealth, LLC | 4,396 | $89.1 萬 | 0.32% | +90+2.1% | 加碼 |
| Strengthening Families & Communities, LLC | 4,401 | $89.2 萬 | 0.39% | +148+3.5% | 加碼 |
| Davenport & Co LLC | 4,411 | $89.4 萬 | 0.01% | +901+25.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,418 | $89.6 萬 | 0.36% | +4,418 | 新進 |
| Brady Family Wealth, LLC | 4,464 | $90.5 萬 | 0.35% | +508+12.8% | 加碼 |
| Platform Technology Partners | 4,473 | $90.7 萬 | 0.42% | +1,012+29.2% | 加碼 |
| Great Lakes Retirement, Inc. | 4,487 | $91.0 萬 | 0.16% | +259+6.1% | 加碼 |
| Brown Capital Management LLC | 4,500 | $91.3 萬 | 0.01% | −295−6.2% | 減碼 |
| Monetta Financial Services Inc | 4,500 | $91.3 萬 | 0.99% | 00.0% | 不變 |
| Moseley Investment Management Inc | 4,518 | $91.6 萬 | 0.55% | −41−0.9% | 減碼 |
| SageView Advisory Group, LLC | 4,522 | $91.7 萬 | 0.05% | +2,077+84.9% | 加碼 |
| Mainstay Capital Management LLC | 4,525 | $91.8 萬 | 0.19% | −1,088−19.4% | 減碼 |
| HF Advisory Group, LLC | 4,481 | $91.8 萬 | 0.68% | +720+19.1% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,528 | $91.8 萬 | 0.17% | +448+11.0% | 加碼 |
| Occudo Quantitative Strategies LP | 4,538 | $92.0 萬 | 0.12% | +4,538 | 新進 |
| PSI Advisors, LLC | 4,554 | $92.3 萬 | 0.40% | +122+2.8% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,554 | $92.5 萬 | 0.39% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 4,567 | $92.6 萬 | 0.25% | −400−8.1% | 減碼 |
| Avestar Capital, LLC | 4,574 | $92.8 萬 | 0.14% | +380+9.1% | 加碼 |
| TCG Advisory Services, LLC | 4,576 | $92.8 萬 | 0.14% | +574+14.3% | 加碼 |
| Western Pacific Wealth Management, LP | 4,596 | $93.2 萬 | 0.77% | +65+1.4% | 加碼 |
| Clare Market Investments LLC | 4,605 | $93.4 萬 | 0.37% | −535−10.4% | 減碼 |
| HM Payson & Co | 4,613 | $93.5 萬 | 0.02% | +47+1.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 4,629 | $93.9 萬 | 0.30% | +1,729+59.6% | 加碼 |
| Wolff Wiese Magana LLC | 4,636 | $94.0 萬 | 0.76% | −323−6.5% | 減碼 |
| Westside Investment Management, Inc. | 4,670 | $94.7 萬 | 0.27% | 00.0% | 不變 |
| Nations Financial Group Inc, | 4,684 | $95.0 萬 | 0.10% | +66+1.4% | 加碼 |
| Orion Capital Management LLC | 4,690 | $95.1 萬 | 0.62% | −680−12.7% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,697 | $95.2 萬 | 0.75% | −81−1.7% | 減碼 |
| Little House Capital LLC | 4,697 | $95.2 萬 | 0.39% | +1,902+68.1% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $95.3 萬 | 0.40% | 00.0% | 不變 |