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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Salesforce, Inc. 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

CRM 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數2,600412,768+209
股數7.83 億295.3 萬7.84 億+426.3 萬 (+0.5%)
市值$2,048 億$7.78 億$2,357 億+$317.0 億 (+15.5%)

41 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（309 家）

2024 年第 1 季季末持有 Salesforce, Inc.、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 309 家。

2024 年第 1 季新進 CRM 的機構
機構股數市值佔組合 %
GQG Partners LLC3,022,178$9.10 億1.46%
Danske Bank A/S1,064,258$3.21 億1.01%
Whale Rock Capital Management LLC950,736$2.86 億4.26%
Contour Asset Management LLC438,294$1.32 億5.15%
Anomaly Capital Management, LP393,624$1.19 億4.18%
Resona Asset Management Co.,Ltd.327,123$9,852 萬0.59%
Fullerton Fund Management Co Ltd.311,442$9,380 萬4.44%
Samlyn Capital, LLC302,615$9,114 萬1.58%
SurgoCap Partners LP267,397$8,053 萬4.32%
Mediolanum International Funds Ltd249,103$7,507 萬1.22%
BNP Paribas220,705$6,628 萬3.09%
Hampton Road Capital Management LP204,643$6,163 萬8.18%
PointState Capital LP176,631$5,320 萬1.60%
Blackstone Group Inc.160,000$4,819 萬0.21%
LMR Partners LLP129,892$3,912 萬1.00%
Twinbeech Capital LP104,157$3,137 萬0.65%
Optiver Holding B.V.88,602$2,669 萬1.11%
Sculptor Capital LP81,500$2,455 萬0.54%
Kadensa Capital Ltd64,094$1,930 萬5.24%
First Long Island Investors, LLC63,666$1,917 萬1.60%
Danica Pension, Livsforsikringsaktieselskab62,274$1,876 萬0.42%
Payden & Rygel Investment Group58,500$1,762 萬1.20%
Suvretta Capital Management, LLC55,050$1,658 萬0.70%
Taurus Asset Management, LLC54,930$1,654 萬1.68%
Allianz SE53,457$1,610 萬0.51%
Sora Investors LLC50,000$1,506 萬2.48%
Parallax Volatility Advisers, L.P.48,427$1,459 萬0.42%
Trajan Wealth LLC44,501$1,340 萬0.91%
CTC LLC44,224$1,332 萬0.22%
Kemnay Advisory Services Inc.42,858$1,291 萬2.48%
GuoLine Advisory Pte Ltd41,500$1,250 萬1.52%
Bryn Mawr Trust Co41,069$1,237 萬0.47%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD40,750$1,229 萬1.07%
Sienna Gestion40,493$1,220 萬1.12%
Kingdon Capital Management, L.L.C.40,000$1,205 萬1.59%
Columbus Hill Capital Management, L.P.39,324$1,184 萬2.58%
SpiderRock Advisors, LLC39,192$1,178 萬0.38%
Point72 (DIFC) Ltd38,350$1,155 萬0.89%
Honeycomb Asset Management LP35,000$1,054 萬2.02%
WS Portfolio Advisory, LLC32,633$982.8 萬1.74%
Zweig-DiMenna Associates LLC31,950$962.3 萬0.85%
Longbow Finance SA23,083$695.2 萬0.70%
Teza Capital Management LLC22,282$671.1 萬0.89%
Castleark Management LLC21,929$660.5 萬0.27%
Marex Group plc21,602$650.6 萬0.21%
Diversify Advisory Services, LLC21,324$644.5 萬0.38%
IMC-Chicago, LLC21,297$641.4 萬0.22%
Artisan Partners Limited Partnership20,522$618.1 萬0.01%
AMS Capital Ltda20,090$605.0 萬1.66%
Chiron Investment Management, LLC18,945$570.6 萬2.47%
GAM Holding AG18,385$553.7 萬0.40%
Alyeska Investment Group, L.P.17,980$541.5 萬0.03%
Renaissance Investment Group LLC16,483$496.4 萬1.14%
Central Pacific Bank - Trust Division14,899$450.3 萬0.56%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD14,150$426.9 萬1.11%
Trexquant Investment LP12,931$389.5 萬0.08%
Concord Investment Counsel Inc.12,928$389.4 萬1.41%
Savoie Capital LLC12,900$388.5 萬0.55%
Dynasty Wealth Management, LLC11,409$343.6 萬0.11%
Accuvest Global Advisors11,390$343.0 萬1.50%
OMC Financial Services LTD11,338$341.5 萬1.74%
Point72 Hong Kong Ltd10,485$315.8 萬0.16%
Passumpsic Savings Bank10,424$313.9 萬2.01%
Community Financial Services Group, LLC10,055$302.8 萬0.69%
Wealth High Governance Capital Ltda10,000$301.2 萬0.67%
Prana Capital Management, LP9,591$288.9 萬0.13%
Laurion Capital Management LP9,310$280.4 萬0.08%
Keystone Investors Pte Ltd9,276$279.4 萬0.24%
Flynn Zito Capital Management, LLC8,972$270.2 萬1.40%
Portfolio Design Labs, LLC8,890$267.7 萬0.90%
Eisler Capital (US) LLC8,610$259.3 萬0.88%
Pearl River Capital, LLC8,561$257.8 萬0.41%
Taika Capital, LP7,840$236.1 萬1.23%
Leonteq Securities AG7,817$235.4 萬0.32%
Ally Financial Inc.7,680$231.3 萬0.31%
Umpqua Bank7,480$225.3 萬0.92%
M&G Plc7,235$217.8 萬0.01%
Landscape Capital Management, L.L.C.7,191$216.6 萬0.19%
Nelson Capital Management, LLC6,933$208.8 萬0.40%
Redwood Investment Management, LLC6,768$203.8 萬0.20%
Capital Markets Trading UK LLP6,263$188.6 萬1.37%
Wright Investors Service Inc6,214$187.2 萬0.47%
Heartland Bank & Trust Co6,032$181.7 萬1.06%
AA Financial Advisors, LLC6,018$181.3 萬0.73%
Gibbs Wealth Management6,013$181.1 萬1.04%
Y-Intercept (Hong Kong) Ltd5,370$161.7 萬0.12%
Tealwood Asset Management Inc5,343$160.9 萬0.72%
Harfst & Associates, Inc.5,337$160.7 萬0.38%
Evoke Wealth, LLC5,262$158.7 萬0.05%
Verdad Advisers, LP5,125$154.4 萬1.68%
Emprise Bank5,088$153.2 萬1.03%
Ascension Asset Management LLC4,715$142.0 萬0.77%
Sumitomo Mitsui Financial Group, Inc.4,431$133.5 萬0.04%
Element Capital Management LLC4,416$133.0 萬0.88%
Duality Advisers, LP4,249$128.0 萬0.13%
Focus Financial Network, Inc.4,557$123.9 萬0.06%
BTG Pactual Global Asset Management Ltd4,097$123.4 萬0.39%
Marietta Investment Partners LLC4,056$122.2 萬0.27%
Value Star Asset Management (Hong Kong) Ltd4,000$120.4 萬0.42%
Foguth Wealth Management, LLC.3,887$117.1 萬0.63%

清倉機構（100 家）

2023 年第 4 季季末持有 Salesforce, Inc.、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 CRM 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Public Investment Fund2,650,225$6.97 億
Independent Franchise Partners LLP2,116,336$5.57 億
Newlands Management Operations LLC500,618$1.32 億
Tairen Capital Ltd371,494$9,775 萬
Bristol John W & Co Inc249,280$6,560 萬
RV Capital GmbH186,849$4,917 萬
BSN Capital Partners Ltd191,000$4,400 萬
Quadrature Capital Ltd141,071$3,713 萬
Marathon Trading Investment Management LLC138,767$3,652 萬
Cetera Advisor Networks LLC123,290$3,244 萬
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV120,000$3,158 萬
Cetera Advisors LLC103,100$2,713 萬
Bayesian Capital Management, LP49,300$1,297 萬
Power Corp of Canada32,126$845.4 萬
Granite Bay Wealth Management, LLC33,650$760.6 萬
Meridian Wealth Management, LLC22,352$588.2 萬
Liontrust Investment Partners LLP21,000$552.6 萬
FJ Investments, LLC20,000$526.3 萬
Jupiter Asset Management Ltd17,675$465.1 萬
Point72 Middle East FZE16,492$434.0 萬
Psagot Value Holdings Ltd. / (Israel)11,478$304.8 萬
Ardmore Road Asset Management LP11,000$289.5 萬
Two Sigma Investments, LP10,601$279.0 萬
CastleKnight Management LP9,630$253.4 萬
Arete Wealth Advisors, LLC7,290$191.6 萬
Weiss Asset Management LP6,878$181.0 萬
Varenne Capital Partners6,415$168.8 萬
Cynosure Management, LLC6,192$162.9 萬
Quantbot Technologies LP5,981$157.4 萬
Parametrica Management Ltd3,743$98.5 萬
Jarislowsky, Fraser Ltd3,600$94.7 萬
Empirical Asset Management, LLC3,529$92.9 萬
Machina Capital S.A.S.3,352$88.2 萬
Solidarilty Wealth, LLC3,264$85.9 萬
Greenup Street Wealth Management LLC2,976$78.3 萬
Stevens Capital Management LP2,956$77.8 萬
Polymer Capital Management (HK) LTD2,750$72.4 萬
XTX Topco Ltd2,669$70.2 萬
Parkside Investments, LLC2,500$65.8 萬
IFG Advisory, LLC2,195$57.8 萬
Weil Company, Inc.2,092$55.0 萬
Blueshift Asset Management, LLC1,983$52.2 萬
Truepoint, Inc.1,725$45.4 萬
Aigen Investment Management, LP1,701$44.8 萬
Windmill Hill Asset Management Ltd1,512$39.8 萬
LJI Wealth Management, LLC1,511$39.8 萬
Carlson Capital Management1,447$38.1 萬
Juncture Wealth Strategies, LLC1,440$37.9 萬
National Philanthropic Trust1,380$36.3 萬
Glassman Wealth Services1,369$36.0 萬
DAGCO, Inc.1,357$35.7 萬
Point72 Europe (London) LLP1,284$33.8 萬
Oxford Asset Management LLP1,207$31.8 萬
Clear Creek Financial Management, LLC1,207$31.8 萬
Kure Advisory, LLC1,148$30.2 萬
Curated Wealth Partners LLC1,134$29.8 萬
Agf Management Ltd1,065$28.0 萬
Kingdom Financial Group LLC.1,053$27.7 萬
Founders Financial Alliance, LLC1,031$27.1 萬
Pictet North America Advisors SA972$25.6 萬
Oak Hill Wealth Advisors, LLC972$25.6 萬
Morling Financial Advisors, LLC939$24.7 萬
MainStreet Investment Advisors LLC927$24.4 萬
Legacy Capital Wealth Partners, LLC909$23.9 萬
Shikiar Asset Management Inc900$23.7 萬
Avid Wealth Partners LLC898$23.6 萬
Accredited Investors Inc.892$23.5 萬
Harbor Group, Inc.886$23.3 萬
MGO Private Wealth, LLC883$23.2 萬
LWM Advisory Services, LLC864$22.7 萬
LRT Capital Management, LLC844$22.2 萬
Vivaldi Capital Management, LLC765$21.5 萬
Pensionmark Financial Group, LLC815$21.4 萬
Financial Network Wealth Management LLC816$21.4 萬
RKL Wealth Management LLC798$21.0 萬
High Net Worth Advisory Group LLC797$21.0 萬
3Chopt Investment Partners, LLC791$20.8 萬
Concentrum Wealth Management771$20.3 萬
Fairfield, Bush & Co.676$17.8 萬
Banco de Sabadell, S.A580$15.4 萬
EdgeRock Capital LLC500$14.3 萬
Bourgeon Capital Management LLC322$8.47 萬
Able Wealth Management LLC265$6.97 萬
Farmers & Merchants Trust Co of Chambersburg PA207$5.40 萬
Accent Capital Management, LLC150$3.95 萬
BKM Wealth Management, LLC129$3.39 萬
Dividend Assets Capital, LLC100$2.60 萬
RE Dickinson Investment Advisors, LLC100$2.60 萬
Lee Financial Co83$2.18 萬
Mark Sheptoff Financial Planning, LLC75$1.97 萬
Long Island Wealth Management, Inc.69$1.80 萬
Disciplined Equity Management, Inc.62$1.63 萬
VitalStone Financial, LLC30$8,000
Ranger Investment Management, L.P.28$7,368
Roble, Belko & Company, Inc26$7,000
Your Advocates Ltd., LLP24$6,315
Toth Financial Advisory Corp23$6,053
Tfo-TDC, LLC8$2,105
Transamerica Financial Advisors, Inc.7$2,000
Ibex Wealth Advisors2$408

尚未申報 2024 年第 1 季的機構（41 家）

2023 年第 4 季季末持有 Salesforce, Inc.、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 CRM、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Putnam Investments LLC2,046,880$5.39 億
Bartlett & Co. LLC240,163$6,379 萬
Lannebo Fonder AB175,900$4,670 萬
Aware Super Pty Ltd as trustee of Aware Super123,430$3,270 萬
Bridgecreek Investment Management, LLC68,395$1,800 萬
Strategic Wealth Designers57,720$1,519 萬
Desjardins Global Asset Management Inc.28,620$753.1 萬
Sawtooth Solutions, LLC22,052$580.3 萬
Golden State Equity Partners21,962$577.9 萬
DFPG Investments, LLC20,561$517.8 萬
Moreno Evelyn V15,283$402.2 萬
Telemus Capital, LLC13,780$362.6 萬
Baystate Wealth Management LLC10,481$275.8 萬
GPM Growth Investors, Inc.10,170$267.6 萬
Westwood Management Corp8,643$227.4 萬
Columbia Trust Co 010120168,076$212.5 萬
Charles Carroll Financial Partners, LLC7,600$200.0 萬
M&G Investments (USA) Inc.7,523$197.9 萬
Tegean Capital Management, LLC7,000$184.2 萬
Focus Financial Network Inc6,899$181.5 萬
Platform Technology Partners5,332$153.2 萬
Wade G W & Inc5,272$138.7 萬
Rainsberger Wealth Advisors, Inc.4,791$126.1 萬
Wealthsource Partners, LLC4,249$111.8 萬
Alterity Financial Group, LLC4,245$111.7 萬
HWG Holdings LP4,016$105.7 萬
Tilt Investment Management Holdings, PBC3,919$103.1 萬
Coppell Advisory Solutions LLC3,641$95.8 萬
Vahanian & Associates Financial Planning Inc.3,075$80.9 萬
Sonen Capital LLC2,636$69.4 萬
Maia Wealth LLC2,481$65.3 萬
Provence Wealth Management Group2,403$63.2 萬
Spartan Planning & Wealth Management1,567$41.2 萬
Lee Danner & Bass Inc1,515$39.9 萬
Landmark Financial Advisors, LLC1,319$34.7 萬
Traverso Chambers Private Wealth Management, LLC1,072$28.2 萬
Strategic Investment Solutions, Inc.393$10.3 萬
Live Oak Investment Partners–$7.10 萬
Fairfield Financial Advisors, LTD100$2.63 萬
Hobbs Group Advisors, LLC10$2,631
Nalls Sherbakoff Group, LLC5$1,316