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 4 季 13F 持有人
Salesforce, Inc. 在 2023/12/31 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
- 2,601
- 較 2023 年第 3 季 +344 家
- 持有股數
- 7.83 億
- 較 2023 年第 3 季 +1,924 萬 (+2.5%)
- 總市值
- $2,048 億
- 較 2023 年第 3 季 +$499.8 億 (+32.3%)
- 新進機構
- 442
- 另有 988 家加碼
- 清倉機構
- 98
- 另有 909 家減碼
另有 37 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,646 | $69.6 萬 | 0.14% | −259−8.9% | 減碼 |
| Drive Wealth Management, LLC | 2,651 | $69.8 萬 | 0.22% | +17+0.6% | 加碼 |
| Naples Global Advisors, LLC | 2,656 | $69.9 萬 | 0.08% | +99+3.9% | 加碼 |
| 626 Financial, LLC | 2,658 | $69.9 萬 | 0.46% | −1,561−37.0% | 減碼 |
| Marcum Wealth, LLC | 2,662 | $70.0 萬 | 0.07% | −154−5.5% | 減碼 |
| XTX Topco Ltd | 2,669 | $70.2 萬 | 0.15% | −337−11.2% | 減碼 |
| Wolff Wiese Magana LLC | 2,672 | $70.3 萬 | 0.67% | −1,964−42.4% | 減碼 |
| Change Path, LLC | 2,680 | $70.5 萬 | 0.05% | +166+6.6% | 加碼 |
| Malaga Cove Capital, LLC | 2,683 | $70.6 萬 | 0.30% | −6−0.2% | 減碼 |
| TSFG, LLC | 2,686 | $70.7 萬 | 0.22% | −91−3.3% | 減碼 |
| Alta Advisers Ltd | 2,700 | $71.0 萬 | 0.38% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 2,701 | $71.1 萬 | 0.04% | −458−14.5% | 減碼 |
| Semmax Financial Advisors Inc. | 2,544 | $71.5 萬 | 0.26% | +192+8.2% | 加碼 |
| Haverford Trust Co | 2,737 | $72.0 萬 | 0.01% | +150+5.8% | 加碼 |
| Johnson Financial Group, Inc. | 2,740 | $72.1 萬 | 0.04% | +592+27.6% | 加碼 |
| Relative Value Partners Group, LLC | 2,742 | $72.2 萬 | 0.04% | +25+0.9% | 加碼 |
| Hill Island Financial LLC | 2,747 | $72.3 萬 | 0.25% | 00.0% | 不變 |
| Polymer Capital Management (HK) LTD | 2,750 | $72.4 萬 | 0.25% | +2,750 | 新進 |
| New Millennium Group LLC | 2,769 | $72.9 萬 | 0.64% | +2,769 | 新進 |
| Blodgett Wealth Advisors, LLC | 2,780 | $73.2 萬 | 0.75% | 00.0% | 不變 |
| Carret Asset Management, LLC | 2,784 | $73.3 萬 | 0.09% | +5+0.2% | 加碼 |
| Appleton Partners Inc | 2,799 | $73.7 萬 | 0.06% | −77−2.7% | 減碼 |
| Mathes Company, Inc. | 2,825 | $74.3 萬 | 0.31% | +73+2.7% | 加碼 |
| Kapstone Financial Advisors LLC | 2,671 | $74.5 萬 | 0.58% | −74−2.7% | 減碼 |
| Interchange Capital Partners, LLC | 2,839 | $74.6 萬 | 0.56% | −299−9.5% | 減碼 |
| EPIQ Capital Group, LLC | 2,838 | $74.7 萬 | 0.36% | +23+0.8% | 加碼 |
| Driehaus Capital Management LLC | 2,845 | $74.9 萬 | 0.01% | +2,845 | 新進 |
| AdvisorNet Financial, Inc | 2,856 | $75.2 萬 | 0.07% | +162+6.0% | 加碼 |
| TFG Advisers LLC | 2,872 | $75.6 萬 | 0.32% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 2,874 | $75.6 萬 | 0.09% | −7−0.2% | 減碼 |
| Strait & Sound Wealth Management LLC | 2,792 | $75.8 萬 | 0.47% | −11−0.4% | 減碼 |
| Virtus ETF Advisers LLC | 2,895 | $76.2 萬 | 0.48% | −381−11.6% | 減碼 |
| Osterweis Capital Management Inc | 2,898 | $76.3 萬 | 0.05% | 00.0% | 不變 |
| Probity Advisors, Inc. | 2,903 | $76.4 萬 | 0.17% | −112−3.7% | 減碼 |
| Icapital Wealth LLC | 2,909 | $76.5 萬 | 0.49% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,924 | $76.9 萬 | 0.23% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,924 | $77.0 萬 | 0.52% | +97+3.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,933 | $77.2 萬 | 0.09% | +117+4.2% | 加碼 |
| Alpha Family Trust | 2,935 | $77.2 萬 | 0.52% | 00.0% | 不變 |
| Tranquility Partners, LLC | 2,942 | $77.4 萬 | 0.32% | +19+0.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 2,946 | $77.5 萬 | 0.30% | +773+35.6% | 加碼 |
| Parkside Financial Bank & Trust | 2,950 | $77.6 萬 | 0.14% | +64+2.2% | 加碼 |
| Stevens Capital Management LP | 2,956 | $77.8 萬 | 0.19% | −8,530−74.3% | 減碼 |
| Oxler Private Wealth LLC | 2,957 | $77.8 萬 | 0.65% | −2,600−46.8% | 減碼 |
| Quent Capital, LLC | 2,962 | $77.9 萬 | 0.10% | +97+3.4% | 加碼 |
| S&CO Inc | 2,971 | $78.1 萬 | 0.06% | +150+5.3% | 加碼 |
| Greenup Street Wealth Management LLC | 2,976 | $78.3 萬 | 0.22% | −195−6.1% | 減碼 |
| Baron Wealth Management LLC | 2,978 | $78.4 萬 | 0.43% | −105−3.4% | 減碼 |
| Janney Capital Management LLC | 2,988 | $78.6 萬 | 0.05% | −24−0.8% | 減碼 |
| Ancora Advisors, LLC | 2,989 | $78.6 萬 | 0.02% | +1,702+132.2% | 加碼 |
| V2 Financial group LLC | 2,990 | $78.7 萬 | 0.55% | 00.0% | 不變 |
| Smithfield Trust Co | 2,993 | $78.8 萬 | 0.04% | +161+5.7% | 加碼 |
| Simon Quick Advisors, LLC | 3,008 | $79.2 萬 | 0.07% | +123+4.3% | 加碼 |
| Fort Point Capital Partners LLC | 3,018 | $79.4 萬 | 0.12% | −280−8.5% | 減碼 |
| Aspire Private Capital, LLC | 3,023 | $79.5 萬 | 0.24% | +142+4.9% | 加碼 |
| Corvex Management LP | 3,032 | $79.8 萬 | 0.04% | 00.0% | 不變 |
| Bridges Investment Management Inc | 3,038 | $79.9 萬 | 0.03% | −136−4.3% | 減碼 |
| Aviso Wealth Management | 3,041 | $80.0 萬 | 0.58% | +3,041 | 新進 |
| Principal Street Partners, LLC | 3,047 | $80.2 萬 | 0.19% | −221−6.8% | 減碼 |
| Avitas Wealth Management LLC | 3,048 | $80.2 萬 | 0.13% | −21−0.7% | 減碼 |
| Strategy Asset Managers LLC | 3,055 | $80.4 萬 | 0.19% | +57+1.9% | 加碼 |
| Smartleaf Asset Management LLC | 3,055 | $80.6 萬 | 0.22% | +3,055 | 新進 |
| L2 Asset Management, LLC | 3,068 | $80.7 萬 | 0.33% | +2,802+1,053.4% | 加碼 |
| Harbour Investments, Inc. | 3,069 | $80.8 萬 | 0.03% | +1,142+59.3% | 加碼 |
| Vahanian & Associates Financial Planning Inc. | 3,075 | $80.9 萬 | 3.20% | −910−22.8% | 減碼 |
| Blueprint Investment Partners LLC | 3,076 | $80.9 萬 | 0.22% | +693+29.1% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,077 | $81.0 萬 | 0.79% | +3,077 | 新進 |
| Greystone Financial Group, LLC | 3,094 | $81.4 萬 | 0.19% | +33+1.1% | 加碼 |
| Davis R M Inc | 3,113 | $81.9 萬 | 0.02% | −100−3.1% | 減碼 |
| New Century Financial Group, LLC | 3,113 | $81.9 萬 | 0.71% | +3,113 | 新進 |
| BSW Wealth Partners | 3,126 | $82.3 萬 | 0.16% | +77+2.5% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,152 | $82.9 萬 | 0.57% | +553+21.3% | 加碼 |
| Midland Wealth Advisors LLC | 3,172 | $83.5 萬 | 0.06% | +3,172 | 新進 |
| Capital Advisors Wealth Management, LLC | 3,184 | $83.8 萬 | 0.19% | +3,184 | 新進 |
| ARS Wealth Advisors Group, LLC | 3,186 | $83.8 萬 | 0.12% | −554−14.8% | 減碼 |
| Shariaportfolio, Inc. | 3,190 | $83.9 萬 | 0.57% | +120+3.9% | 加碼 |
| Leo Wealth, LLC | 2,824 | $83.9 萬 | 0.09% | +2,824 | 新進 |
| GFG Capital, LLC | 3,195 | $84.1 萬 | 0.23% | −157−4.7% | 減碼 |
| Founders Financial Securities LLC | 3,197 | $84.1 萬 | 0.09% | −117−3.5% | 減碼 |
| FLC Capital Advisors | 3,200 | $84.2 萬 | 0.23% | +418+15.0% | 加碼 |
| Continuum Advisory, LLC | 3,223 | $84.8 萬 | 0.12% | +1,806+127.5% | 加碼 |
| American National Bank | 3,228 | $84.9 萬 | 0.13% | +13+0.4% | 加碼 |
| Delta Financial Advisors LLC | 3,233 | $85.1 萬 | 0.37% | +1,000+44.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,249 | $85.5 萬 | 0.16% | +56+1.8% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 3,261 | $85.8 萬 | 1.96% | 00.0% | 不變 |
| Solidarilty Wealth, LLC | 3,264 | $85.9 萬 | 0.31% | +3,264 | 新進 |
| Engineers Gate Manager LP | 3,267 | $86.0 萬 | 0.02% | −52,313−94.1% | 減碼 |
| Visionary Wealth Advisors | 3,280 | $86.3 萬 | 0.06% | +102+3.2% | 加碼 |
| Viawealth, LLC | 3,289 | $86.5 萬 | 0.59% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 3,292 | $86.6 萬 | 0.45% | +193+6.2% | 加碼 |
| Olistico Wealth, LLC | 3,301 | $86.9 萬 | 0.68% | +80+2.5% | 加碼 |
| Bank of Hawaii | 3,305 | $87.0 萬 | 0.05% | −185−5.3% | 減碼 |
| ArrowMark Colorado Holdings LLC | 3,318 | $87.3 萬 | 0.01% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 3,320 | $87.4 萬 | 0.70% | −3−0.1% | 減碼 |
| Fayez Sarofim & Co | 3,002 | $87.4 萬 | 0.00% | +524+21.1% | 加碼 |
| XML Financial, LLC | 3,334 | $87.7 萬 | 0.09% | +27+0.8% | 加碼 |
| Sonora Investment Management Group, LLC | 3,340 | $87.9 萬 | 0.07% | +82+2.5% | 加碼 |
| First National Bank | 3,340 | $87.9 萬 | 0.69% | 00.0% | 不變 |
| Csenge Advisory Group | 3,349 | $88.1 萬 | 0.05% | +1,132+51.1% | 加碼 |
| Machina Capital S.A.S. | 3,352 | $88.2 萬 | 0.57% | −8,799−72.4% | 減碼 |