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
- 2,600
- 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 987 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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 9,282 | $244.3 萬 | 0.19% | −318−3.3% | 減碼 |
| Atlantic Union Bankshares Corp | 9,286 | $244.4 萬 | 0.23% | −1,551−14.3% | 減碼 |
| AlTi Global, Inc. | 9,306 | $244.9 萬 | 0.07% | +9,306 | 新進 |
| Summit Financial, LLC | 9,326 | $245.4 萬 | 0.16% | +712+8.3% | 加碼 |
| Boomfish Wealth Group, LLC | 9,359 | $246.3 萬 | 1.78% | +9,359 | 新進 |
| Pinnacle Holdings, LLC | 9,365 | $246.4 萬 | 1.01% | −45−0.5% | 減碼 |
| Moody National Bank Trust Division | 9,465 | $249.1 萬 | 0.19% | −10,522−52.6% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 9,495 | $249.9 萬 | 2.67% | +9,495 | 新進 |
| Private Trust Co NA | 9,520 | $250.5 萬 | 0.29% | +683+7.7% | 加碼 |
| Bridgewater Associates, LP | 9,523 | $250.6 萬 | 0.01% | +696+7.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 9,525 | $250.6 萬 | 0.23% | −1,597−14.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 9,533 | $250.8 萬 | 0.18% | −790−7.7% | 減碼 |
| Farther Finance Advisors, LLC | 9,555 | $251.4 萬 | 0.18% | +4,371+84.3% | 加碼 |
| Global Endowment Management, LP | 9,589 | $252.3 萬 | 0.28% | +1,587+19.8% | 加碼 |
| CastleKnight Management LP | 9,630 | $253.4 萬 | 0.41% | −6,600−40.7% | 減碼 |
| Old North State Wealth Management, LLC | 9,638 | $253.6 萬 | 1.87% | +260+2.8% | 加碼 |
| Paradigm Financial Partners, LLC | 9,692 | $255.0 萬 | 0.62% | +5,963+159.9% | 加碼 |
| Symmetry Investments LP | 9,700 | $255.2 萬 | 0.47% | +7,300+304.2% | 加碼 |
| CenterBook Partners LP | 9,705 | $255.4 萬 | 0.31% | −2,322−19.3% | 減碼 |
| Worldquant Millennium Advisors LLC | 9,710 | $255.5 萬 | 0.04% | −265,115−96.5% | 減碼 |
| Core Wealth Advisors, Inc. | 9,724 | $255.9 萬 | 0.94% | +9,724 | 新進 |
| Aft, Forsyth & Company, Inc. | 9,731 | $256.1 萬 | 1.61% | +289+3.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 9,867 | $259.6 萬 | 0.15% | +1,866+23.3% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $263.1 萬 | 1.44% | 00.0% | 不變 |
| Trivest Advisors Ltd | 10,000 | $263.1 萬 | 0.12% | +10,000 | 新進 |
| Advent Capital Management | 10,000 | $263.1 萬 | 0.06% | +10,000 | 新進 |
| Processus Wealth & Capital Management, LLC | 10,000 | $263.1 萬 | 2.63% | +10,000 | 新進 |
| Horizon Investment Services, LLC | 10,006 | $263.3 萬 | 1.42% | +119+1.2% | 加碼 |
| Delta Investment Management, LLC | 10,019 | $263.6 萬 | 0.65% | +170+1.7% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 10,058 | $264.5 萬 | 0.62% | +374+3.9% | 加碼 |
| Atom Investors LP | 10,137 | $266.7 萬 | 0.47% | +942+10.2% | 加碼 |
| Sculati Wealth Management, LLC | 10,149 | $267.1 萬 | 1.24% | −27−0.3% | 減碼 |
| Cigna Investments Inc | 10,151 | $267.1 萬 | 0.55% | −47−0.5% | 減碼 |
| GPM Growth Investors, Inc. | 10,170 | $267.6 萬 | 1.26% | −6−0.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 10,188 | $268.1 萬 | 1.30% | +248+2.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 10,224 | $269.0 萬 | 0.69% | +885+9.5% | 加碼 |
| Cohen Investment Advisors LLC | 10,225 | $269.1 萬 | 1.98% | +79+0.8% | 加碼 |
| Welch & Forbes LLC | 10,259 | $270.0 萬 | 0.04% | 00.0% | 不變 |
| Mutual Advisors, LLC | 10,274 | $270.4 萬 | 0.09% | −829−7.5% | 減碼 |
| Ascent Group, LLC | 9,428 | $270.9 萬 | 0.26% | +1,036+12.3% | 加碼 |
| Boltwood Capital Management | 10,349 | $272.3 萬 | 0.90% | −22−0.2% | 減碼 |
| Chase Investment Counsel Corp | 10,377 | $273.0 萬 | 1.21% | +36+0.3% | 加碼 |
| SageView Advisory Group, LLC | 9,512 | $273.7 萬 | 0.12% | +4,990+110.3% | 加碼 |
| Cable Hill Partners, LLC | 10,501 | $274.4 萬 | 0.34% | −95−0.9% | 減碼 |
| Cornercap Investment Counsel Inc | 10,469 | $275.5 萬 | 0.45% | +122+1.2% | 加碼 |
| Kelly Lawrence W & Associates Inc | 10,475 | $275.6 萬 | 0.66% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 10,481 | $275.8 萬 | 0.20% | +24+0.2% | 加碼 |
| Conscious Wealth Investments, LLC | 9,896 | $276.1 萬 | 2.20% | +9,896 | 新進 |
| Trivant Custom Portfolio Group, LLC | 10,503 | $276.4 萬 | 1.84% | −43−0.4% | 減碼 |
| Graypoint LLC | 10,504 | $276.4 萬 | 0.22% | +36+0.3% | 加碼 |
| Aspiriant, LLC | 10,513 | $276.6 萬 | 0.12% | +1,249+13.5% | 加碼 |
| Alps Advisors Inc | 10,583 | $278.5 萬 | 0.02% | −1,557−12.8% | 減碼 |
| Insigneo Advisory Services, LLC | 10,590 | $278.7 萬 | 0.39% | −418−3.8% | 減碼 |
| Two Sigma Investments, LP | 10,601 | $279.0 萬 | 0.01% | −32−0.3% | 減碼 |
| Clarity Capital Partners LLC | 10,613 | $279.3 萬 | 1.97% | +10,613 | 新進 |
| OV Management LLC | 10,644 | $280.1 萬 | 2.31% | +10,644 | 新進 |
| B.O.S.S. Retirement Advisors, LLC | 10,648 | $280.2 萬 | 0.54% | +1,421+15.4% | 加碼 |
| Citizens & Northern Corp | 10,674 | $280.9 萬 | 1.00% | −502−4.5% | 減碼 |
| Rockline Wealth Management, LLC | 10,687 | $281.2 萬 | 1.17% | +10,687 | 新進 |
| Lake Street Financial LLC | 10,690 | $281.3 萬 | 0.44% | +3,894+57.3% | 加碼 |
| Blackhawk Capital Partners LLC. | 10,704 | $281.7 萬 | 1.91% | −1,585−12.9% | 減碼 |
| Ritholtz Wealth Management | 10,721 | $282.1 萬 | 0.11% | +414+4.0% | 加碼 |
| Perpetual Ltd | 10,795 | $284.1 萬 | 0.03% | −3,628−25.2% | 減碼 |
| Herbst Group, LLC | 10,810 | $284.5 萬 | 1.82% | −95−0.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,812 | $284.5 萬 | 0.10% | −498−4.4% | 減碼 |
| Hancock Whitney Corp | 10,854 | $285.6 萬 | 0.11% | −206−1.9% | 減碼 |
| Kampmann Melissa S. | 10,855 | $285.6 萬 | 2.45% | 00.0% | 不變 |
| Duff & Phelps Investment Management Co | 10,873 | $286.1 萬 | 0.03% | +110+1.0% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 10,890 | $286.6 萬 | 0.16% | 00.0% | 不變 |
| Migdal Insurance & Financial Holdings Ltd. | 10,921 | $288.3 萬 | 0.06% | +31+0.3% | 加碼 |
| Alpine Woods Capital Investors, LLC | 11,000 | $289.5 萬 | 0.43% | +11,000 | 新進 |
| Ardmore Road Asset Management LP | 11,000 | $289.5 萬 | 0.66% | +11,000 | 新進 |
| WSFS Capital Management, LLC | 11,021 | $290.0 萬 | 0.18% | −148−1.3% | 減碼 |
| Meeder Advisory Services, Inc. | 11,022 | $290.0 萬 | 0.33% | +219+2.0% | 加碼 |
| Green Harvest Asset Management LLC | 11,061 | $291.1 萬 | 0.09% | +93+0.8% | 加碼 |
| Diversified Trust Co | 11,071 | $291.3 萬 | 0.10% | −2,226−16.7% | 減碼 |
| Citizens Business Bank | 11,072 | $291.3 萬 | 0.64% | −572−4.9% | 減碼 |
| Cumberland Partners Ltd | 11,100 | $291.5 萬 | 0.27% | +1,000+9.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 11,090 | $291.9 萬 | 0.55% | +5,292+91.3% | 加碼 |
| 180 Wealth Advisors, LLC | 11,458 | $293.5 萬 | 0.59% | +586+5.4% | 加碼 |
| Lake Street Advisors Group, LLC | 11,169 | $293.9 萬 | 0.15% | +104+0.9% | 加碼 |
| Stoneridge Investment Partners LLC | 11,186 | $294.3 萬 | 1.24% | −10,711−48.9% | 減碼 |
| Trust Asset Management LLC | 11,221 | $295.3 萬 | 0.29% | −366−3.2% | 減碼 |
| Modera Wealth Management, LLC | 11,238 | $295.7 萬 | 0.05% | +2,289+25.6% | 加碼 |
| Choate Investment Advisors | 11,239 | $295.7 萬 | 0.09% | +626+5.9% | 加碼 |
| Mission Wealth Management, LP | 11,262 | $296.3 萬 | 0.10% | +383+3.5% | 加碼 |
| Ardsley Advisory Partners LP | 11,275 | $296.7 萬 | 0.64% | +375+3.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 11,381 | $299.5 萬 | 0.21% | −3,364−22.8% | 減碼 |
| Cetera Trust Company, N.A | 11,391 | $299.7 萬 | 1.87% | +11,391 | 新進 |
| Midwest Professional Planners, LTD. | 11,400 | $300.0 萬 | 1.20% | +1,012+9.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 11,408 | $300.2 萬 | 0.37% | +935+8.9% | 加碼 |
| Finer Wealth Management, Inc. | 11,412 | $300.3 萬 | 2.24% | +241+2.2% | 加碼 |
| Holocene Advisors, LP | 11,463 | $301.6 萬 | 0.01% | −33,451−74.5% | 減碼 |
| Axxcess Wealth Management, LLC | 11,493 | $302.4 萬 | 0.09% | +747+7.0% | 加碼 |
| UBS Oconnor LLC | 11,500 | $302.6 萬 | 0.10% | +11,500 | 新進 |
| Norden Group LLC | 11,530 | $303.4 萬 | 0.53% | −2,044−15.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 11,543 | $303.7 萬 | 0.07% | −165−1.4% | 減碼 |
| Sigma Planning Corp | 11,555 | $304.1 萬 | 0.24% | −17,612−60.4% | 減碼 |
| Absoluto Partners Gestao de Recursos Ltda | 11,556 | $304.1 萬 | 1.68% | +3,379+41.3% | 加碼 |
| Wealth Alliance | 11,563 | $304.3 萬 | 0.43% | −788−6.4% | 減碼 |