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 |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 11,478 | $304.8 萬 | 1.37% | +2,150+23.0% | 加碼 |
| Waverton Investment Management Ltd | 11,590 | $305.1 萬 | 0.07% | 00.0% | 不變 |
| Clarius Group, LLC | 11,642 | $306.3 萬 | 0.25% | −977−7.7% | 減碼 |
| Qtron Investments LLC | 11,738 | $308.9 萬 | 0.51% | 00.0% | 不變 |
| NVWM, LLC | 11,862 | $309.3 萬 | 0.93% | −48−0.4% | 減碼 |
| Kovack Advisors, Inc. | 11,815 | $310.9 萬 | 0.37% | +271+2.3% | 加碼 |
| Canal Capital Management, LLC | 11,817 | $311.0 萬 | 0.58% | +1,204+11.3% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 11,846 | $311.7 萬 | 1.51% | +296+2.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 12,434 | $312.2 萬 | 0.39% | −130−1.0% | 減碼 |
| Atlantic Trust, LLC | 11,912 | $313.5 萬 | 0.86% | +1,976+19.9% | 加碼 |
| NBC Securities, Inc. | 12,064 | $317.4 萬 | 0.32% | +30+0.2% | 加碼 |
| Roundview Capital LLC | 12,095 | $318.3 萬 | 0.29% | −1,934−13.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 11,895 | $318.7 萬 | 0.69% | −2,790−19.0% | 減碼 |
| Garrett Investment Advisors LLC | 12,121 | $319.0 萬 | 0.44% | −353−2.8% | 減碼 |
| Principal Securities, Inc. | 12,130 | $319.2 萬 | 0.12% | +12,130 | 新進 |
| Enterprise Bank & Trust Co | 12,133 | $319.3 萬 | 1.14% | +44+0.4% | 加碼 |
| Caliber Wealth Management, LLC | 12,164 | $320.1 萬 | 1.88% | +112+0.9% | 加碼 |
| Modus Advisors, LLC | 12,178 | $320.5 萬 | 1.30% | +260+2.2% | 加碼 |
| Glynn Capital Management LLC | 12,197 | $321.0 萬 | 0.60% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,236 | $322.0 萬 | 0.31% | +782+6.8% | 加碼 |
| Northcape Capital Pty Ltd | 12,238 | $322.0 萬 | 0.38% | −1,525−11.1% | 減碼 |
| Grove Bank & Trust | 12,253 | $322.4 萬 | 0.59% | +493+4.2% | 加碼 |
| Executive Wealth Management, LLC | 12,315 | $324.1 萬 | 0.30% | +248+2.1% | 加碼 |
| Geneos Wealth Management Inc. | 12,374 | $325.6 萬 | 0.16% | −1,634−11.7% | 減碼 |
| Ocean Capital Management, LLC | 12,455 | $327.7 萬 | 1.33% | +560+4.7% | 加碼 |
| Sumitomo Life Insurance Co | 12,462 | $327.9 萬 | 0.10% | −647−4.9% | 減碼 |
| Winch Advisory Services, LLC | 12,546 | $330.1 萬 | 1.09% | +118+0.9% | 加碼 |
| Capital Wealth Planning, LLC | 12,565 | $330.6 萬 | 0.04% | −4,107−24.6% | 減碼 |
| Connable Office Inc | 12,575 | $330.9 萬 | 0.40% | −64−0.5% | 減碼 |
| Beech Hill Advisors, Inc. | 12,589 | $331.3 萬 | 1.60% | −1,326−9.5% | 減碼 |
| Westpac Banking Corp | 12,610 | $331.8 萬 | 0.27% | −6,092−32.6% | 減碼 |
| Greater Midwest Financial Group, LLC | 12,636 | $332.5 萬 | 2.26% | +12,636 | 新進 |
| Arlington Partners LLC | 12,727 | $334.9 萬 | 0.96% | −59−0.5% | 減碼 |
| Courier Capital LLC | 12,802 | $336.9 萬 | 0.26% | +172+1.4% | 加碼 |
| First Manhattan Co | 12,824 | $337.5 萬 | 0.01% | +277+2.2% | 加碼 |
| We Are One Seven, LLC | 12,849 | $338.1 萬 | 0.20% | +1,764+15.9% | 加碼 |
| Icon Advisers Inc | 12,900 | $339.5 萬 | 0.78% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 12,900 | $339.5 萬 | 0.07% | +1,076+9.1% | 加碼 |
| Mango Five Family, Inc. | 12,900 | $339.5 萬 | 1.28% | +12,900 | 新進 |
| Birch Hill Investment Advisors LLC | 12,953 | $340.8 萬 | 0.18% | −215−1.6% | 減碼 |
| Laurel Wealth Advisors LLC | 13,028 | $342.8 萬 | 0.66% | +25+0.2% | 加碼 |
| Qsemble Capital Management, LP | 13,040 | $343.1 萬 | 0.86% | −3,860−22.8% | 減碼 |
| Independence Bank of Kentucky | 13,064 | $343.8 萬 | 1.21% | −334−2.5% | 減碼 |
| Wedmont Private Capital | 13,271 | $346.2 萬 | 0.28% | +500+3.9% | 加碼 |
| Harbor Investment Advisory, LLC | 29,827 | $347.1 萬 | 0.40% | −797−2.6% | 減碼 |
| Transcend Wealth Collective, LLC | 13,240 | $348.4 萬 | 0.31% | +337+2.6% | 加碼 |
| Charter Trust Co | 13,289 | $349.7 萬 | 0.26% | +757+6.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,316 | $350.4 萬 | 0.16% | −270−2.0% | 減碼 |
| Harrell Investment Partners, LLC | 13,399 | $352.6 萬 | 1.10% | +208+1.6% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 13,405 | $352.7 萬 | 1.46% | +13,405 | 新進 |
| Mirova | 13,468 | $354.4 萬 | 0.73% | −813−5.7% | 減碼 |
| Wunderlich Capital Managemnt | 13,547 | $356.5 萬 | 1.60% | −165−1.2% | 減碼 |
| Clearstead Advisors, LLC | 13,606 | $358.0 萬 | 0.19% | −311−2.2% | 減碼 |
| Tritonpoint Wealth, LLC | 13,629 | $358.6 萬 | 0.35% | +13,629 | 新進 |
| TKG Advisors, LLC | 13,712 | $360.8 萬 | 2.15% | −95−0.7% | 減碼 |
| Trust Co of Toledo NA | 13,718 | $361.0 萬 | 0.62% | +339+2.5% | 加碼 |
| HB Wealth Management, LLC | 13,763 | $362.2 萬 | 0.05% | −1,279−8.5% | 減碼 |
| Telemus Capital, LLC | 13,780 | $362.6 萬 | 0.30% | +653+5.0% | 加碼 |
| Stansberry Asset Management, LLC | 13,845 | $364.3 萬 | 0.61% | −2,611−15.9% | 減碼 |
| Hel Ved Capital Management Ltd | 13,940 | $366.8 萬 | 1.09% | +13,940 | 新進 |
| Hixon Zuercher, LLC | 13,978 | $367.8 萬 | 1.71% | +343+2.5% | 加碼 |
| First Hawaiian Bank | 13,995 | $368.3 萬 | 0.12% | −1,671−10.7% | 減碼 |
| Interval Partners, LP | 14,000 | $368.4 萬 | 0.16% | −43,500−75.7% | 減碼 |
| Capital Analysts, LLC | 14,001 | $368.4 萬 | 0.19% | +1,026+7.9% | 加碼 |
| Cozad Asset Management Inc | 14,048 | $369.7 萬 | 0.43% | −395−2.7% | 減碼 |
| Schechter Investment Advisors, LLC | 14,053 | $369.8 萬 | 0.32% | −620−4.2% | 減碼 |
| Smithbridge Asset Management Inc | 14,059 | $369.9 萬 | 0.84% | −981−6.5% | 減碼 |
| NBT Bank N A | 14,128 | $371.8 萬 | 0.29% | +551+4.1% | 加碼 |
| Cavalier Investments, LLC | 14,134 | $371.9 萬 | 1.37% | +337+2.4% | 加碼 |
| Asset Dedication, LLC | 14,114 | $372.1 萬 | 0.30% | +580+4.3% | 加碼 |
| BNC Wealth Management, LLC | 14,161 | $372.6 萬 | 1.76% | +3,514+33.0% | 加碼 |
| Transatlantique Private Wealth LLC | 14,376 | $375.8 萬 | 1.75% | −352−2.4% | 減碼 |
| Equitable Holdings, Inc. | 14,305 | $376.4 萬 | 0.05% | +837+6.2% | 加碼 |
| New Hampshire Trust | 14,327 | $377.0 萬 | 0.91% | −529−3.6% | 減碼 |
| Clark Capital Management Group, Inc. | 14,331 | $377.1 萬 | 0.03% | +7,808+119.7% | 加碼 |
| Northeast Financial Consultants Inc | 14,421 | $379.5 萬 | 0.21% | +166+1.2% | 加碼 |
| Quadrant Private Wealth Management, LLC | 14,497 | $381.5 萬 | 1.06% | −29−0.2% | 減碼 |
| Integrated Advisors Network LLC | 14,529 | $382.3 萬 | 0.22% | +155+1.1% | 加碼 |
| Red Door Wealth Management, LLC | 14,560 | $383.1 萬 | 0.83% | +966+7.1% | 加碼 |
| Coldstream Capital Management Inc | 14,566 | $383.3 萬 | 0.11% | +2,034+16.2% | 加碼 |
| Sepio Capital, LP | 14,609 | $384.4 萬 | 0.32% | −3,116−17.6% | 減碼 |
| Investment Research & Advisory Group, Inc. | 14,646 | $385.4 萬 | 1.98% | +34+0.2% | 加碼 |
| Privium Fund Management (UK) Ltd | 15,011 | $387.3 萬 | 2.63% | +2,961+24.6% | 加碼 |
| Granite Investment Partners, LLC | 14,780 | $388.9 萬 | 0.15% | −297−2.0% | 減碼 |
| Hudson Capital Management LLC | 14,794 | $389.3 萬 | 1.41% | +14,794 | 新進 |
| Ballentine Partners, LLC | 14,865 | $391.2 萬 | 0.08% | +2,699+22.2% | 加碼 |
| HighVista Strategies LLC | 14,979 | $394.2 萬 | 1.43% | +4,500+42.9% | 加碼 |
| NewSquare Capital LLC | 15,130 | $398.1 萬 | 0.38% | +510+3.5% | 加碼 |
| Allworth Financial LP | 15,195 | $399.8 萬 | 0.03% | +1,562+11.5% | 加碼 |
| IPG Investment Advisors LLC | 15,228 | $400.7 萬 | 0.80% | −2,001−11.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 15,240 | $401.0 萬 | 0.54% | +2,415+18.8% | 加碼 |
| Moreno Evelyn V | 15,283 | $402.2 萬 | 1.90% | −29,029−65.5% | 減碼 |
| Gateway Advisory, LLC | 15,472 | $407.1 萬 | 0.78% | +15,472 | 新進 |
| CMT Capital Markets Trading GmbH | 15,500 | $407.9 萬 | 2.86% | −4,003−20.5% | 減碼 |
| Private Wealth Partners, LLC | 15,558 | $409.4 萬 | 0.35% | +196+1.3% | 加碼 |
| Systematic Alpha Investments, LLC | 15,624 | $411.1 萬 | 0.18% | 00.0% | 不變 |
| WD Rutherford LLC | 14,698 | $412.0 萬 | 2.40% | −170−1.1% | 減碼 |
| Azzad Asset Management Inc | 15,795 | $415.6 萬 | 0.53% | +357+2.3% | 加碼 |
| Whalerock Point Partners, LLC | 15,814 | $416.1 萬 | 1.29% | −45−0.3% | 減碼 |
| Alliance Wealth Advisors, LLC | 15,826 | $416.4 萬 | 1.40% | +21+0.1% | 加碼 |