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 13F 持有人
Salesforce, Inc. 在 2024/3/31 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
- 2,768
- 較 2023 年第 4 季 +209 家
- 持有股數
- 7.84 億
- 較 2023 年第 4 季 +426.3 萬 (+0.5%)
- 總市值
- $2,357 億
- 較 2023 年第 4 季 +$317.0 億 (+15.5%)
- 新進機構
- 309
- 另有 1,120 家加碼
- 清倉機構
- 100
- 另有 1,031 家減碼
另有 41 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 11,380 | $342.7 萬 | 0.16% | −994−8.0% | 減碼 |
| Birch Hill Investment Advisors LLC | 11,384 | $342.9 萬 | 0.17% | −1,569−12.1% | 減碼 |
| Accuvest Global Advisors | 11,390 | $343.0 萬 | 1.50% | +11,390 | 新進 |
| Dynasty Wealth Management, LLC | 11,409 | $343.6 萬 | 0.11% | +11,409 | 新進 |
| WCG Wealth Advisors LLC | 11,428 | $344.2 萬 | 0.29% | −5,111−30.9% | 減碼 |
| Kampmann Melissa S. | 11,460 | $345.2 萬 | 2.48% | +605+5.6% | 加碼 |
| 180 Wealth Advisors, LLC | 11,528 | $347.2 萬 | 0.62% | +70+0.6% | 加碼 |
| IPG Investment Advisors LLC | 11,533 | $347.7 萬 | 0.76% | −3,695−24.3% | 減碼 |
| New Hampshire Trust | 11,587 | $349.0 萬 | 0.82% | −2,740−19.1% | 減碼 |
| Sendero Wealth Management, LLC | 11,643 | $350.7 萬 | 0.60% | −4,338−27.1% | 減碼 |
| Douglass Winthrop Advisors, LLC | 11,650 | $350.9 萬 | 0.07% | +107+0.9% | 加碼 |
| Rockline Wealth Management, LLC | 11,696 | $352.3 萬 | 1.23% | +1,009+9.4% | 加碼 |
| Clarity Capital Partners LLC | 11,727 | $353.2 萬 | 2.32% | +1,114+10.5% | 加碼 |
| Meeder Advisory Services, Inc. | 11,735 | $353.4 萬 | 0.36% | +713+6.5% | 加碼 |
| Qtron Investments LLC | 11,738 | $353.5 萬 | 0.50% | 00.0% | 不變 |
| Rational Advisors LLC | 11,799 | $355.4 萬 | 0.33% | +11,040+1,454.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 11,804 | $355.5 萬 | 0.67% | +396+3.5% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 11,844 | $356.7 萬 | 1.60% | −20.0% | 減碼 |
| Caliber Wealth Management, LLC | 11,857 | $357.1 萬 | 1.90% | −307−2.5% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 11,868 | $357.4 萬 | 0.76% | +1,810+18.0% | 加碼 |
| Northcape Capital Pty Ltd | 11,869 | $357.5 萬 | 0.41% | −369−3.0% | 減碼 |
| Green Harvest Asset Management LLC | 11,897 | $358.3 萬 | 0.09% | +836+7.6% | 加碼 |
| Bey-Douglas LLC | 11,905 | $358.6 萬 | 3.43% | +6,141+106.5% | 加碼 |
| Atlantic Trust, LLC | 11,910 | $358.7 萬 | 0.94% | −20.0% | 減碼 |
| Asset Dedication, LLC | 11,914 | $361.4 萬 | 0.27% | −2,200−15.6% | 減碼 |
| Sumitomo Life Insurance Co | 12,005 | $361.6 萬 | 0.09% | −457−3.7% | 減碼 |
| Roundview Capital LLC | 12,087 | $364.0 萬 | 0.30% | −8−0.1% | 減碼 |
| We Are One Seven, LLC | 12,138 | $365.6 萬 | 0.19% | −711−5.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 12,148 | $365.9 萬 | 0.45% | −286−2.3% | 減碼 |
| Connable Office Inc | 12,152 | $366.0 萬 | 0.41% | −423−3.4% | 減碼 |
| LGT Group Foundation | 12,188 | $367.1 萬 | 0.09% | −13,854−53.2% | 減碼 |
| Finer Wealth Management, Inc. | 12,193 | $367.2 萬 | 2.41% | +781+6.8% | 加碼 |
| Glynn Capital Management LLC | 12,197 | $367.3 萬 | 0.69% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,236 | $368.5 萬 | 0.31% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 12,255 | $369.1 萬 | 0.47% | +134+1.1% | 加碼 |
| TKG Advisors, LLC | 12,287 | $370.1 萬 | 2.06% | −1,425−10.4% | 減碼 |
| Prelude Capital Management, LLC | 12,347 | $371.9 萬 | 0.25% | +7,943+180.4% | 加碼 |
| Grey Street Capital, LLC | 12,360 | $372.7 萬 | 0.50% | +5,467+79.3% | 加碼 |
| NBC Securities, Inc. | 12,404 | $373.5 萬 | 0.35% | +340+2.8% | 加碼 |
| Beech Hill Advisors, Inc. | 12,504 | $376.6 萬 | 1.56% | −85−0.7% | 減碼 |
| Winch Advisory Services, LLC | 12,562 | $378.3 萬 | 1.16% | +16+0.1% | 加碼 |
| Modus Advisors, LLC | 12,602 | $379.5 萬 | 1.41% | +424+3.5% | 加碼 |
| Harrell Investment Partners, LLC | 12,610 | $379.8 萬 | 1.13% | −789−5.9% | 減碼 |
| AlTi Global, Inc. | 12,662 | $380.3 萬 | 0.11% | +3,356+36.1% | 加碼 |
| Independence Bank of Kentucky | 12,646 | $380.9 萬 | 1.14% | −418−3.2% | 減碼 |
| HighVista Strategies LLC | 12,679 | $381.9 萬 | 1.36% | −2,300−15.4% | 減碼 |
| Canal Capital Management, LLC | 12,679 | $381.9 萬 | 0.64% | +862+7.3% | 加碼 |
| Courier Capital LLC | 12,721 | $383.1 萬 | 0.28% | −81−0.6% | 減碼 |
| Arlington Partners LLC | 12,727 | $383.3 萬 | 1.95% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 13,845 | $384.2 萬 | 0.19% | +239+1.8% | 加碼 |
| Wunderlich Capital Managemnt | 12,837 | $386.6 萬 | 1.74% | −710−5.2% | 減碼 |
| Ritholtz Wealth Management | 12,849 | $387.0 萬 | 0.13% | +2,128+19.8% | 加碼 |
| Mango Five Family, Inc. | 12,900 | $388.5 萬 | 1.29% | 00.0% | 不變 |
| Savoie Capital LLC | 12,900 | $388.5 萬 | 0.55% | +12,900 | 新進 |
| Concord Investment Counsel Inc. | 12,928 | $389.4 萬 | 1.41% | +12,928 | 新進 |
| Trexquant Investment LP | 12,931 | $389.5 萬 | 0.08% | +12,931 | 新進 |
| Grove Bank & Trust | 12,938 | $389.7 萬 | 0.66% | +685+5.6% | 加碼 |
| Integrated Advisors Network LLC | 12,938 | $389.7 萬 | 0.20% | −1,591−11.0% | 減碼 |
| Icon Advisers Inc | 12,900 | $389.9 萬 | 0.85% | 00.0% | 不變 |
| Kerrisdale Advisers, LLC | 12,961 | $390.4 萬 | 1.23% | −9,508−42.3% | 減碼 |
| First Manhattan Co | 12,969 | $390.6 萬 | 0.01% | +145+1.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 12,979 | $390.9 萬 | 0.22% | +3,704+39.9% | 加碼 |
| Laurel Wealth Advisors LLC | 12,988 | $391.2 萬 | 0.67% | −40−0.3% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 12,993 | $391.3 萬 | 1.36% | −412−3.1% | 減碼 |
| Modera Wealth Management, LLC | 12,993 | $391.3 萬 | 0.06% | +1,755+15.6% | 加碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,000 | $391.5 萬 | 1.99% | +3,000+30.0% | 加碼 |
| Harbor Investment Advisory, LLC | 29,642 | $391.5 萬 | 0.41% | −185−0.6% | 減碼 |
| Redwood Investments, LLC | 15,204 | $394.5 萬 | 1.15% | −5,133−25.2% | 減碼 |
| GeoWealth Management, LLC | 13,237 | $398.7 萬 | 0.15% | +4,913+59.0% | 加碼 |
| PFG Investments, LLC | 13,339 | $401.7 萬 | 0.24% | +8,744+190.3% | 加碼 |
| Midwest Professional Planners, LTD. | 13,413 | $404.0 萬 | 1.42% | +2,013+17.7% | 加碼 |
| Hudson Bay Capital Management LP | 13,444 | $404.9 萬 | 0.04% | −472,556−97.2% | 減碼 |
| Norden Group LLC | 13,471 | $405.7 萬 | 0.82% | +1,941+16.8% | 加碼 |
| CenterBook Partners LP | 13,482 | $406.1 萬 | 0.28% | +3,777+38.9% | 加碼 |
| Transcend Wealth Collective, LLC | 13,495 | $406.4 萬 | 0.33% | +255+1.9% | 加碼 |
| a16z Perennial Management, L.P. | 13,528 | $407.4 萬 | 0.38% | −28,800−68.0% | 減碼 |
| Cornerstone Wealth Group, LLC | 13,553 | $408.2 萬 | 0.38% | −3,480−20.4% | 減碼 |
| Jump Financial, LLC | 13,776 | $414.9 萬 | 0.11% | −10,069−42.2% | 減碼 |
| Penserra Capital Management LLC | 13,899 | $418.5 萬 | 0.05% | −10,675−43.4% | 減碼 |
| Axxcess Wealth Management, LLC | 13,954 | $420.3 萬 | 0.12% | +2,461+21.4% | 加碼 |
| Transatlantique Private Wealth LLC | 14,032 | $420.5 萬 | 1.83% | −344−2.4% | 減碼 |
| Smithbridge Asset Management Inc | 13,962 | $420.5 萬 | 0.87% | −97−0.7% | 減碼 |
| Cozad Asset Management Inc | 13,963 | $420.5 萬 | 0.44% | −85−0.6% | 減碼 |
| Hixon Zuercher, LLC | 14,034 | $422.7 萬 | 1.79% | +56+0.4% | 加碼 |
| WD Rutherford LLC | 14,055 | $423.3 萬 | 2.19% | −643−4.4% | 減碼 |
| Charter Trust Co | 14,079 | $424.0 萬 | 0.28% | +790+5.9% | 加碼 |
| NBT Bank N A | 14,098 | $424.6 萬 | 0.31% | −30−0.2% | 減碼 |
| Capital Analysts, LLC | 14,132 | $425.6 萬 | 0.20% | +131+0.9% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 14,138 | $425.8 萬 | 2.55% | −3,000−17.5% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $426.9 萬 | 1.11% | +14,150 | 新進 |
| Kingswood Wealth Advisors, LLC | 14,187 | $427.3 萬 | 0.49% | −2,274−13.8% | 減碼 |
| Trust Co of Toledo NA | 14,309 | $431.0 萬 | 0.67% | +591+4.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 14,336 | $431.8 萬 | 0.07% | −2,071−12.6% | 減碼 |
| Merit Financial Group, LLC | 15,821 | $433.0 萬 | 0.10% | +8,187+107.2% | 加碼 |
| Northeast Financial Consultants Inc | 14,573 | $438.9 萬 | 0.22% | +152+1.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 14,571 | $439.4 萬 | 1.11% | +74+0.5% | 加碼 |
| Aperture Investors, LLC | 14,615 | $440.2 萬 | 0.56% | −3,172−17.8% | 減碼 |
| BNC Wealth Management, LLC | 14,673 | $441.9 萬 | 1.89% | +512+3.6% | 加碼 |
| Granite Investment Partners, LLC | 14,682 | $442.2 萬 | 0.17% | −98−0.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 14,743 | $444.0 萬 | 0.35% | −19,370−56.8% | 減碼 |