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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 21,108 | $555.4 萬 | 0.29% | −1,002−4.5% | 減碼 |
| RB Capital Management, LLC | 21,036 | $553.5 萬 | 1.60% | −69−0.3% | 減碼 |
| Trust Co of Kansas | 21,014 | $553.0 萬 | 3.06% | +2,639+14.4% | 加碼 |
| Liontrust Investment Partners LLP | 21,000 | $552.6 萬 | 0.08% | −22,000−51.2% | 減碼 |
| Once Capital Management, LLC | 20,800 | $547.3 萬 | 3.93% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 20,716 | $545.1 萬 | 1.02% | +1,488+7.7% | 加碼 |
| Bleakley Financial Group, LLC | 20,669 | $543.9 萬 | 0.17% | −8,053−28.0% | 減碼 |
| Bridge Creek Capital Management LLC | 20,603 | $542.1 萬 | 1.88% | −35−0.2% | 減碼 |
| Bank of Nova Scotia Trust Co | 20,579 | $541.5 萬 | 0.61% | +3,166+18.2% | 加碼 |
| Integrated Wealth Concepts LLC | 20,491 | $539.2 萬 | 0.09% | −301−1.4% | 減碼 |
| Redwood Investments, LLC | 20,337 | $535.1 萬 | 1.40% | +3,502+20.8% | 加碼 |
| Cullen Investment Group, Ltd. | 20,129 | $529.7 萬 | 0.93% | +20,129 | 新進 |
| Dorsey & Whitney Trust CO LLC | 20,120 | $529.4 萬 | 0.41% | −1,556−7.2% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $529.4 萬 | 2.77% | 00.0% | 不變 |
| HBW Advisory Services LLC | 20,111 | $529.2 萬 | 0.99% | −651−3.1% | 減碼 |
| Summit Trail Advisors, LLC | 20,095 | $528.8 萬 | 0.17% | −7,951−28.3% | 減碼 |
| Callahan Advisors, LLC | 20,021 | $526.8 萬 | 0.61% | +5,828+41.1% | 加碼 |
| FJ Investments, LLC | 20,000 | $526.3 萬 | 0.25% | +20,000 | 新進 |
| Petredis Investment Advisors LLC | 19,804 | $521.1 萬 | 0.68% | −634−3.1% | 減碼 |
| DFPG Investments, LLC | 20,561 | $517.8 萬 | 0.40% | +31+0.2% | 加碼 |
| Peapack Gladstone Financial Corp | 19,671 | $517.7 萬 | 0.09% | −1,005−4.9% | 減碼 |
| Colony Group, LLC | 19,666 | $517.5 萬 | 0.07% | +19,666 | 新進 |
| Garde Capital, Inc. | 19,653 | $517.1 萬 | 0.39% | −993−4.8% | 減碼 |
| Bailard, Inc. | 19,594 | $515.6 萬 | 0.15% | −506−2.5% | 減碼 |
| Pioneer Trust Bank N A | 19,590 | $515.5 萬 | 1.54% | +4,930+33.6% | 加碼 |
| Bouvel Investment Partners, LLC | 19,584 | $515.3 萬 | 2.41% | +458+2.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 19,490 | $512.9 萬 | 0.29% | −654−3.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 19,438 | $511.5 萬 | 0.47% | −4,474−18.7% | 減碼 |
| Sowell Financial Services LLC | 19,396 | $510.4 萬 | 0.28% | +2,537+15.0% | 加碼 |
| Chemung Canal Trust Co | 19,328 | $508.6 萬 | 1.05% | −469−2.4% | 減碼 |
| Xcel Wealth Management, LLC | 19,182 | $504.8 萬 | 1.77% | −932−4.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 19,171 | $504.5 萬 | 0.83% | −2,222−10.4% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 19,130 | $503.4 萬 | 2.53% | −17,800−48.2% | 減碼 |
| Miracle Mile Advisors, LLC | 19,104 | $502.7 萬 | 0.14% | −1,896−9.0% | 減碼 |
| Parsons Capital Management Inc | 19,094 | $502.4 萬 | 0.36% | −300−1.5% | 減碼 |
| Sawyer & Company, Inc | 19,017 | $500.4 萬 | 2.21% | −1,417−6.9% | 減碼 |
| Veriti Management LLC | 18,868 | $496.5 萬 | 0.44% | +296+1.6% | 加碼 |
| Horizon Investments, LLC | 18,796 | $494.6 萬 | 0.14% | +2,751+17.1% | 加碼 |
| Zions Bancorporation, N.A. | 18,777 | $494.1 萬 | 0.34% | −1,608−7.9% | 減碼 |
| Foundations Investment Advisors, LLC | 17,373 | $493.0 萬 | 0.13% | +3,458+24.9% | 加碼 |
| Caldwell Trust Co | 18,693 | $491.9 萬 | 0.62% | −151−0.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 18,682 | $491.6 萬 | 1.08% | +141+0.8% | 加碼 |
| Bray Capital Advisors | 18,636 | $490.4 萬 | 1.36% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 18,632 | $490.3 萬 | 0.99% | −1,302−6.5% | 減碼 |
| SFMG, LLC | 18,630 | $490.2 萬 | 0.45% | +324+1.8% | 加碼 |
| Independent Financial Group, LLC | 18,558 | $488.3 萬 | 0.26% | −2,957−13.7% | 減碼 |
| Apollon Wealth Management, LLC | 18,551 | $488.1 萬 | 0.17% | +4,889+35.8% | 加碼 |
| Benson Investment Management Company, Inc. | 18,541 | $487.9 萬 | 2.50% | +15+0.1% | 加碼 |
| HRT Financial LP | 18,531 | $487.6 萬 | 0.04% | −14,159−43.3% | 減碼 |
| De Burlo Group Inc | 23,979 | $486.2 萬 | 0.84% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 18,433 | $485.0 萬 | 0.94% | −978−5.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,246 | $480.1 萬 | 0.29% | +438+2.5% | 加碼 |
| Oak Associates, Ltd | 18,210 | $479.2 萬 | 0.36% | −900−4.7% | 減碼 |
| SeaBridge Investment Advisors LLC | 18,184 | $478.5 萬 | 1.39% | +41+0.2% | 加碼 |
| CAPROCK Group, Inc. | 18,149 | $477.6 萬 | 0.31% | +1,327+7.9% | 加碼 |
| Signaturefd, LLC | 18,123 | $476.9 萬 | 0.11% | +1,176+6.9% | 加碼 |
| First Interstate Bank | 18,077 | $475.7 萬 | 0.35% | −712−3.8% | 減碼 |
| Timber Creek Capital Management LLC | 18,065 | $475.4 萬 | 1.62% | −44−0.2% | 減碼 |
| NEOS Investment Management LLC | 18,027 | $474.4 萬 | 0.45% | +2,996+19.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 18,012 | $474.0 萬 | 0.73% | +1,360+8.2% | 加碼 |
| Louisbourg Investments Inc. | 21,709 | $473.0 萬 | 1.43% | +21,709 | 新進 |
| Vident Advisory, LLC | 17,894 | $470.9 萬 | 0.12% | +6,033+50.9% | 加碼 |
| Beck Capital Management, LLC | 17,884 | $470.6 萬 | 1.61% | +4,645+35.1% | 加碼 |
| Woodmont Investment Counsel LLC | 17,876 | $470.4 萬 | 0.44% | −81−0.5% | 減碼 |
| Bokf, NA | 17,849 | $469.7 萬 | 0.09% | −768−4.1% | 減碼 |
| South State Corp. | 17,818 | $468.9 萬 | 0.40% | −148−0.8% | 減碼 |
| Aperture Investors, LLC | 17,787 | $468.0 萬 | 0.82% | +1,576+9.7% | 加碼 |
| Jupiter Asset Management Ltd | 17,675 | $465.1 萬 | 0.05% | −73,483−80.6% | 減碼 |
| Adviser Investments LLC | 17,649 | $464.4 萬 | 0.07% | +15,369+674.1% | 加碼 |
| NorthRock Partners, LLC | 17,609 | $463.4 萬 | 0.19% | +8,024+83.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 17,592 | $462.9 萬 | 0.54% | +420+2.4% | 加碼 |
| Cabot Wealth Management Inc | 17,464 | $459.5 萬 | 0.64% | −416−2.3% | 減碼 |
| Invst, LLC | 16,001 | $457.4 萬 | 0.58% | −518−3.1% | 減碼 |
| Prentiss Smith & Co Inc | 17,175 | $451.9 萬 | 3.37% | −643−3.6% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 17,138 | $451.0 萬 | 2.48% | −15,434−47.4% | 減碼 |
| Harbour Capital Advisors, LLC | 17,884 | $450.4 萬 | 1.24% | +20.0% | 加碼 |
| Cornerstone Wealth Group, LLC | 17,033 | $448.2 萬 | 0.64% | −640−3.6% | 減碼 |
| Condor Capital Management | 16,962 | $446.3 萬 | 0.48% | +16,962 | 新進 |
| KCM Investment Advisors LLC | 16,808 | $442.3 萬 | 0.18% | −4,231−20.1% | 減碼 |
| Group One Trading, L.P. | 16,788 | $441.8 萬 | 0.14% | −25,513−60.3% | 減碼 |
| Hills Bank & Trust Co | 16,731 | $440.3 萬 | 0.43% | −178−1.1% | 減碼 |
| Savant Capital, LLC | 16,576 | $436.2 萬 | 0.06% | +3,595+27.7% | 加碼 |
| WCG Wealth Advisors LLC | 16,539 | $435.2 萬 | 0.32% | +622+3.9% | 加碼 |
| Point72 Middle East FZE | 16,492 | $434.0 萬 | 0.30% | −94,808−85.2% | 減碼 |
| V-Square Quantitative Management LLC | 16,486 | $433.8 萬 | 1.03% | +8,913+117.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 16,461 | $433.2 萬 | 0.49% | +12,066+274.5% | 加碼 |
| Edmond de Rothschild Holding S.A. | 16,407 | $431.7 萬 | 0.08% | −3,405−17.2% | 減碼 |
| Univest Financial Corp | 16,353 | $430.3 萬 | 1.27% | −179−1.1% | 減碼 |
| David J Yvars Group | 16,310 | $429.2 萬 | 3.45% | −290−1.7% | 減碼 |
| Pitcairn Co | 16,261 | $427.9 萬 | 0.32% | −1,263−7.2% | 減碼 |
| Arlington Financial Advisors, LLC | 16,246 | $427.5 萬 | 1.28% | +14+0.1% | 加碼 |
| YHB Investment Advisors, Inc. | 16,177 | $425.7 萬 | 0.41% | −475−2.9% | 減碼 |
| Winton Group Ltd | 16,161 | $425.3 萬 | 0.31% | +11,157+223.0% | 加碼 |
| Wahed Invest LLC | 16,096 | $423.6 萬 | 1.19% | +961+6.3% | 加碼 |
| Pegasus Asset Management, Inc. | 16,084 | $423.2 萬 | 1.81% | +169+1.1% | 加碼 |
| Asio Capital, LLC | 16,040 | $422.1 萬 | 0.99% | +991+6.6% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $421.0 萬 | 1.09% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 15,981 | $420.5 萬 | 0.79% | −1,583−9.0% | 減碼 |
| Vickerman Investment Advisors, Inc. | 15,885 | $418.0 萬 | 1.43% | −1,326−7.7% | 減碼 |
| Linscomb & Williams, Inc. | 15,881 | $417.9 萬 | 0.23% | −267−1.7% | 減碼 |