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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 2,493 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 4 季與 2023 年第 3 季比較

持有 Salesforce, Inc. 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

CRM 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數2,293372,600+344
股數7.65 億132.0 萬7.83 億+1,924 萬 (+2.5%)
市值$1,551 億$2.68 億$2,048 億+$499.8 億 (+32.3%)

37 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(442 家)

2023 年第 4 季季末持有 Salesforce, Inc.、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 442 家。

2023 年第 4 季新進 CRM 的機構
機構股數市值佔組合 %
Coatue Management LLC大師Coatue2,144,062$5.64 億2.37%
Degroof Petercam Asset Management393,540$1.04 億1.36%
Tairen Capital Ltd371,494$9,775 萬6.85%
Candlestick Capital Management LP359,741$9,466 萬3.05%
Kodai Capital Management LP333,082$8,765 萬1.79%
Westwood Holdings Group Inc.300,961$7,920 萬0.67%
HMI Capital Management, L.P.293,200$7,715 萬3.35%
APG Asset Management US Inc.272,274$7,165 萬0.44%
Signature Estate & Investment Advisors LLC194,134$5,108 萬1.50%
Oribel Capital Management, LP189,200$4,979 萬5.46%
BSN Capital Partners Ltd191,000$4,400 萬2.38%
Capitolis Liquid Global Markets LLC160,000$4,210 萬1.73%
Quadrature Capital Ltd141,071$3,713 萬0.67%
J. Stern & Co. LLP122,592$3,446 萬6.28%
Aware Super Pty Ltd as trustee of Aware Super123,430$3,270 萬0.45%
Sanibel Captiva Trust Company, Inc.120,689$3,176 萬1.17%
Pathstone Holdings, LLC105,807$2,782 萬0.15%
Walleye Capital LLC93,868$2,470 萬0.35%
Alta Park Capital, LP89,815$2,363 萬2.43%
Healthcare of Ontario Pension Plan Trust Fund61,900$1,629 萬0.06%
Pinnbrook Capital Management LP58,528$1,540 萬3.60%
First Financial Bankshares Inc55,000$1,447 萬0.35%
Connors Investor Services Inc52,871$1,391 萬1.56%
Suncoast Equity Management52,207$1,374 萬1.81%
Makena Capital Management LLC51,519$1,356 萬3.07%
Maplelane Capital, LLC48,000$1,263 萬1.46%
Rothschild Investment LLC46,838$1,232 萬1.03%
Omers Administration Corp43,799$1,153 萬0.15%
a16z Perennial Management, L.P.42,328$1,114 萬1.89%
LVM Capital Management Ltd42,288$1,113 萬1.42%
Groupama Asset Managment40,738$1,072 萬0.28%
Alight Capital Management LP40,000$1,053 萬3.37%
Grafton Street Partners Fund, LP39,500$1,039 萬10.55%
CloudAlpha Capital Management Limited/Hong Kong38,000$999.9 萬1.43%
Wormser Freres Gestion36,257$952.2 萬7.72%
CSM Advisors, LLC34,840$916.6 萬0.66%
LM Advisors LLC34,796$915.6 萬1.84%
Generate Investment Management Ltd33,332$877.1 萬0.76%
Hamilton Capital Partners Inc.30,097$792.0 萬1.59%
Telemark Asset Management, LLC30,000$789.4 萬1.18%
Sierra Summit Advisors LLC29,024$763.7 萬2.23%
Mirabaud & Cie SA25,495$670.9 萬2.24%
Maytus Capital Management, LLC25,000$657.9 萬2.63%
PGGM Investments24,734$650.9 萬0.10%
Mirabaud Asset Management Ltd23,122$608.4 萬2.61%
Meritage Portfolio Management22,667$596.5 萬0.39%
Unisphere Establishment22,500$592.1 萬0.06%
Icon Wealth Advisors, LLC22,144$582.7 萬0.61%
Palo DS Manager LLC21,486$565.4 萬4.91%
HighPoint Advisor Group LLC18,455$564.8 萬0.41%
Concurrent Investment Advisors, LLC47,073$557.1 萬0.26%
Cullen Investment Group, Ltd.20,129$529.7 萬0.93%
FJ Investments, LLC20,000$526.3 萬0.25%
Colony Group, LLC19,666$517.5 萬0.07%
Louisbourg Investments Inc.21,709$473.0 萬1.43%
Condor Capital Management16,962$446.3 萬0.48%
Gateway Advisory, LLC15,472$407.1 萬0.78%
Hudson Capital Management LLC14,794$389.3 萬1.41%
Hel Ved Capital Management Ltd13,940$366.8 萬1.09%
Tritonpoint Wealth, LLC13,629$358.6 萬0.35%
Gilliland Jeter Wealth Management LLC13,405$352.7 萬1.46%
Mango Five Family, Inc.12,900$339.5 萬1.28%
Greater Midwest Financial Group, LLC12,636$332.5 萬2.26%
Principal Securities, Inc.12,130$319.2 萬0.12%
UBS Oconnor LLC11,500$302.6 萬0.10%
Cetera Trust Company, N.A11,391$299.7 萬1.87%
Alpine Woods Capital Investors, LLC11,000$289.5 萬0.43%
Ardmore Road Asset Management LP11,000$289.5 萬0.66%
Rockline Wealth Management, LLC10,687$281.2 萬1.17%
OV Management LLC10,644$280.1 萬2.31%
Clarity Capital Partners LLC10,613$279.3 萬1.97%
Conscious Wealth Investments, LLC9,896$276.1 萬2.20%
Advent Capital Management10,000$263.1 萬0.06%
Processus Wealth & Capital Management, LLC10,000$263.1 萬2.63%
Trivest Advisors Ltd10,000$263.1 萬0.12%
Core Wealth Advisors, Inc.9,724$255.9 萬0.94%
Central Asset Investments & Management Holdings (HK) Ltd9,495$249.9 萬2.67%
Boomfish Wealth Group, LLC9,359$246.3 萬1.78%
AlTi Global, Inc.9,306$244.9 萬0.07%
Mirabella Financial Services LLP9,272$244.0 萬0.35%
Premier Path Wealth Partners, LLC9,021$238.6 萬0.53%
New Insight Wealth Advisors8,676$228.3 萬1.54%
Catalytic Wealth RIA, LLC8,556$225.1 萬1.01%
LGT Fund Management Co Ltd.8,430$223.9 萬0.96%
Strategic Planning Group, LLC8,266$217.5 萬0.72%
Worth Asset Management, LLC7,963$209.5 萬1.50%
Bulltick Wealth Management, LLC7,773$204.5 萬0.47%
M&G Investments (USA) Inc.7,523$197.9 萬1.95%
Lewis Asset Management, LLC7,271$191.3 萬1.76%
Skopos Labs, Inc.7,072$186.1 萬0.89%
Tegean Capital Management, LLC7,000$184.2 萬2.24%
LifePlan Financial, LLC6,953$183.0 萬1.83%
Quadcap Wealth Management, LLC6,927$182.3 萬0.47%
Focus Financial Network Inc6,899$181.5 萬0.07%
PFC Capital Group, Inc.6,890$181.3 萬1.08%
Weiss Asset Management LP6,878$181.0 萬0.13%
Invera Wealth Advisors, LLC6,641$174.8 萬1.09%
Power Wealth Management LLC6,579$173.1 萬1.26%
One Wealth Management Investment & Advisory Services, LLC6,540$172.1 萬0.77%
Varenne Capital Partners6,415$168.8 萬0.72%

清倉機構(98 家)

2023 年第 3 季季末持有 Salesforce, Inc.、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 CRM 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Whale Rock Capital Management LLC572,086$1.16 億
Alyeska Investment Group, L.P.537,464$1.09 億
Twinbeech Capital LP280,229$5,682 萬
Kiwi Wealth Investments Limited Partnership210,805$4,275 萬
Capital Fund Management S.A.197,190$3,999 萬
D1 Capital Partners L.P.大師D1 資本195,000$3,954 萬
Aquatic Capital Management LLC122,200$2,478 萬
FORA Capital, LLC94,486$1,916 萬
Honeycomb Asset Management LP90,000$1,825 萬
Optiver Holding B.V.86,815$1,760 萬
Mizuho Markets Americas LLC63,183$1,281 萬
CTC LLC58,583$1,188 萬
Trexquant Investment LP52,013$1,055 萬
Kemnay Advisory Services Inc.46,188$936.6 萬
Virtu Financial LLC41,598$843.5 萬
Laurion Capital Management LP40,694$825.2 萬
Leonteq Securities AG38,486$780.4 萬
Sandler Capital Management36,300$736.1 萬
Greenland Capital Management LP32,738$663.9 萬
Zweig-DiMenna Associates LLC31,275$634.2 萬
Polar Asset Management Partners Inc.28,800$584.0 萬
Mizuho Markets Cayman LP24,440$495.6 萬
Pearl River Capital, LLC21,796$442.0 萬
Echo Street Capital Management LLC20,985$425.5 萬
Wolverine Asset Management LLC19,020$385.7 萬
Cohen Lawrence B16,777$340.2 萬
Y-Intercept (Hong Kong) Ltd15,666$317.7 萬
Thompson Siegel & Walmsley LLC15,000$304.2 萬
Fund Management at Engine No. 1 LLC13,930$282.5 萬
Savoie Capital LLC12,950$262.6 萬
Connolly Sarah T.12,848$260.5 萬
Churchill Management Corp12,323$249.9 萬
Saxon Interests, Inc.12,052$244.4 萬
Centre Asset Management, LLC11,499$233.2 萬
Ally Financial Inc.11,000$223.1 萬
Alphadyne Asset Management LP9,751$197.7 萬
Teza Capital Management LLC8,965$181.8 萬
Prana Capital Management, LP7,556$153.2 萬
Walleye Trading LLC6,979$141.5 萬
Capital Markets Trading UK LLP6,506$131.9 萬
Vetamer Capital Management, L.P.6,482$131.4 萬
Duality Advisers, LP6,278$127.3 萬
Garda Capital Partners LP5,356$108.6 萬
Sumitomo Mitsui Financial Group, Inc.5,313$108.0 萬
Lumina Fund Management LLC5,100$103.4 萬
Legacy Capital Group California, Inc.4,734$96.0 萬
Sherbrooke Park Advisers LLC4,629$93.9 萬
Occudo Quantitative Strategies LP4,538$92.0 萬
Evoke Wealth, LLC3,716$75.4 萬
Nebula Research & Development LLC2,947$59.8 萬
Cantor Fitzgerald, L. P.2,620$53.1 萬
Vicus Capital2,575$52.2 萬
Advisory Research Inc2,485$50.4 萬
MRP Capital Investments, LLC2,159$43.8 萬
MQS Management LLC1,910$38.7 萬
TCWP LLC1,605$32.5 萬
Avidian Wealth Solutions, LLC1,489$30.2 萬
Capula Management Ltd1,482$30.1 萬
Lion Street Advisors, LLC1,474$29.9 萬
Fox Run Management, L.L.C.1,315$26.7 萬
Wright Investors Service Inc1,270$25.8 萬
Gsa Capital Partners LLP1,269$25.7 萬
Twin Focus Capital Partners, LLC1,255$25.4 萬
Corton Capital Inc.1,242$25.2 萬
Trustmark National Bank Trust Department1,200$24.3 萬
XY Capital Ltd1,196$24.3 萬
Talisman Wealth Advisors LLC1,182$24.0 萬
Journey Strategic Wealth LLC1,174$23.8 萬
Inspirion Wealth Advisors, LLC1,131$22.9 萬
WealthBridge Capital Management, LLC1,109$22.5 萬
Trellis Advisors, LLC1,025$20.8 萬
Rockingstone Advisors LLC993$20.1 萬
Headlands Technologies LLC846$17.2 萬
Carmel Capital Partners, LLC795$16.1 萬
Rock Creek Group, LP682$13.8 萬
Earnest Partners LLC536$10.9 萬
CoreFirst Bank & Trust500$10.1 萬
Stonehage Fleming Financial Services Holdings Ltd455$9.23 萬
PFG Private Wealth Management, LLC395$8.01 萬
Portland Hill Asset Management Ltd311$6.30 萬
Intrepid Capital Management Inc236$4.79 萬
WR Wealth Planners, LLC228$4.62 萬
SkyView Investment Advisors, LLC148$3.00 萬
Northwest Investment Counselors, LLC141$2.86 萬
Register Financial Advisors LLC91$1.85 萬
Ameliora Wealth Management Ltd.78$1.58 萬
Hibernia Wealth Partners, LLC53$1.07 萬
Savior LLC50$1.01 萬
Bull Oak Capital, LLC37$7,503
Rogco, LP35$7,097
Authentikos Wealth Advisory, LLC30$6,083
Buck Wealth Strategies, LLC29$5,881
Pension & Wealth Management Advisors, Inc.26$5,272
Flaharty Asset Management, LLC19$3,853
Briaud Financial Planning, Inc15$3,000
Legacy Financial Group LLC10$2,028
Financial Synergies Wealth Advisors, Inc.9$1,826
Maryland Capital Advisors Inc.2$406

尚未申報 2023 年第 4 季的機構(37 家)

2023 年第 3 季季末持有 Salesforce, Inc.、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 CRM、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.564,754$1.15 億
Virginia Retirement Systems Et Al120,801$2,450 萬
Akaris Global Partners, LP115,800$2,348 萬
Front Barnett Associates LLC87,598$1,776 萬
Pathstone Family Office, LLC66,260$1,341 萬
Payden & Rygel Investment Group65,600$1,330 萬
Rothschild Investment Corp47,480$962.8 萬
Bryn Mawr Trust Co41,486$841.3 萬
Advisor Partners II, LLC35,117$712.1 萬
Private Asset Management Inc23,042$467.2 萬
Icon Wealth Partners, LLC20,651$418.8 萬
Colony Group LLC18,806$381.3 萬
Comerica Securities,inc.16,042$325.3 萬
Sturgeon Ventures LLP13,292$269.5 萬
Mark Stevens12,209$247.6 萬
Polaris Wealth Advisory Group, LLC10,940$221.8 萬
Gyroscope Capital Management Group, LLC10,867$220.4 萬
Amica Retiree Medical Trust7,205$146.1 萬
Tiedemann Advisors, LLC7,018$142.4 萬
V Wealth Advisors LLC6,580$133.4 萬
Focus Financial Network, Inc.4,933$100.0 萬
Truadvice, LLC4,075$87.1 萬
Ropes Wealth Advisors LLC3,739$75.8 萬
North Fourth Asset Management, LP3,000$60.8 萬
Golden Green, Inc.2,717$55.1 萬
Community Financial Services Group, LLC2,039$41.3 萬
Claybrook Capital, LLC1,857$37.7 萬
Coury Firm Asset Management LLC1,553$31.5 萬
Syntax Advisors, LLC1,459$29.6 萬
Bedel Financial Consulting Inc1,220$24.7 萬
Sutton Wealth Advisors Inc.637$12.9 萬
KB Financial Partners, LLC616$12.5 萬
Column Capital Advisors, LLC320$6.49 萬
Antonetti Capital Management LLC300$6.08 萬
Steward Financial Group LLC97$1.90 萬
Johnson Midwest Financial, LLC60$1.22 萬
WFA of San Diego, LLC12$2,434