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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 14,744 | $444.1 萬 | 1.39% | −4,438−23.1% | 減碼 |
| Hudson Capital Management LLC | 14,793 | $445.5 萬 | 1.54% | −10.0% | 減碼 |
| Investment Research & Advisory Group, Inc. | 14,843 | $447.0 萬 | 2.07% | +197+1.3% | 加碼 |
| Invst, LLC | 14,863 | $449.2 萬 | 0.53% | −1,138−7.1% | 減碼 |
| Stansberry Asset Management, LLC | 14,917 | $449.3 萬 | 0.61% | +1,072+7.7% | 加碼 |
| Cavalier Investments, LLC | 14,947 | $450.2 萬 | 1.64% | +813+5.8% | 加碼 |
| Central Pacific Bank - Trust Division | 14,899 | $450.3 萬 | 0.56% | +14,899 | 新進 |
| Sofos Investments, Inc. | 15,969 | $450.5 萬 | 0.60% | +7,965+99.5% | 加碼 |
| UBS Oconnor LLC | 15,000 | $451.8 萬 | 0.13% | +3,500+30.4% | 加碼 |
| Mirova | 15,084 | $454.3 萬 | 0.80% | +1,616+12.0% | 加碼 |
| Arlington Financial Advisors, LLC | 15,099 | $454.8 萬 | 1.00% | −1,147−7.1% | 減碼 |
| Simplex Trading, LLC | 15,255 | $459.4 萬 | 0.13% | −138,432−90.1% | 減碼 |
| E Fund Management Co., Ltd. | 15,287 | $460.4 萬 | 0.29% | +6,951+83.4% | 加碼 |
| Vickerman Investment Advisors, Inc. | 15,380 | $463.2 萬 | 1.49% | −505−3.2% | 減碼 |
| KCM Investment Advisors LLC | 15,471 | $466.0 萬 | 0.17% | −1,337−8.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 15,583 | $469.3 萬 | 0.20% | +7,530+93.5% | 加碼 |
| Red Door Wealth Management, LLC | 15,604 | $470.0 萬 | 0.91% | +1,044+7.2% | 加碼 |
| Sepio Capital, LP | 15,621 | $470.5 萬 | 0.40% | +1,012+6.9% | 加碼 |
| Systematic Alpha Investments, LLC | 15,624 | $470.6 萬 | 0.19% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 15,774 | $475.1 萬 | 0.38% | +216+1.4% | 加碼 |
| Benson Investment Management Company, Inc. | 15,797 | $475.8 萬 | 2.02% | −2,744−14.8% | 減碼 |
| NewSquare Capital LLC | 15,820 | $476.5 萬 | 0.42% | +690+4.6% | 加碼 |
| Linscomb & Williams, Inc. | 15,904 | $479.0 萬 | 0.25% | +23+0.1% | 加碼 |
| First Hawaiian Bank | 15,966 | $480.9 萬 | 0.15% | +1,971+14.1% | 加碼 |
| Wedmont Private Capital | 15,904 | $480.9 萬 | 0.35% | +2,633+19.8% | 加碼 |
| Pitcairn Co | 15,985 | $481.4 萬 | 0.31% | −276−1.7% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $481.9 萬 | 1.14% | 00.0% | 不變 |
| Azzad Asset Management Inc | 16,014 | $482.3 萬 | 0.56% | +219+1.4% | 加碼 |
| Pegasus Asset Management, Inc. | 16,158 | $486.6 萬 | 1.88% | +74+0.5% | 加碼 |
| Whalerock Point Partners, LLC | 16,189 | $487.6 萬 | 1.33% | +375+2.4% | 加碼 |
| Advisors Asset Management, Inc. | 16,227 | $488.7 萬 | 0.09% | +3,327+25.8% | 加碼 |
| Louisbourg Investments Inc. | 19,802 | $488.8 萬 | 1.36% | −1,907−8.8% | 減碼 |
| Equitable Holdings, Inc. | 16,264 | $489.8 萬 | 0.06% | +1,959+13.7% | 加碼 |
| Ballentine Partners, LLC | 16,340 | $492.1 萬 | 0.09% | +1,475+9.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 16,343 | $492.2 萬 | 1.47% | +517+3.3% | 加碼 |
| Hills Bank & Trust Co | 16,395 | $493.8 萬 | 0.42% | −336−2.0% | 減碼 |
| Timber Creek Capital Management LLC | 16,400 | $494.0 萬 | 1.54% | −1,665−9.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 16,419 | $494.5 萬 | 0.21% | +3,103+23.3% | 加碼 |
| Renaissance Investment Group LLC | 16,483 | $496.4 萬 | 1.14% | +16,483 | 新進 |
| FRG Family Wealth Advisors LLC | 18,497 | $497.5 萬 | 0.98% | −135−0.7% | 減碼 |
| David J Yvars Group | 16,562 | $498.8 萬 | 3.36% | +252+1.5% | 加碼 |
| Meridian Management Co | 16,591 | $499.7 萬 | 1.36% | −6,430−27.9% | 減碼 |
| Gateway Advisory, LLC | 16,595 | $499.8 萬 | 0.88% | +1,123+7.3% | 加碼 |
| Condor Capital Management | 16,608 | $500.2 萬 | 0.49% | −354−2.1% | 減碼 |
| Schechter Investment Advisors, LLC | 16,659 | $501.7 萬 | 0.38% | +2,606+18.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 16,678 | $502.3 萬 | 0.66% | −1,755−9.5% | 減碼 |
| Asio Capital, LLC | 16,731 | $504.6 萬 | 1.07% | +691+4.3% | 加碼 |
| Prentiss Smith & Co Inc | 16,766 | $505.0 萬 | 3.55% | −409−2.4% | 減碼 |
| Clark Capital Management Group, Inc. | 16,875 | $508.2 萬 | 0.04% | +2,544+17.8% | 加碼 |
| Ascent Group, LLC | 16,975 | $511.3 萬 | 0.45% | +7,547+80.0% | 加碼 |
| First Interstate Bank | 17,015 | $512.5 萬 | 0.35% | −1,062−5.9% | 減碼 |
| Savant Capital, LLC | 17,032 | $513.0 萬 | 0.06% | +456+2.8% | 加碼 |
| Canandaigua National Bank & Trust Co | 17,057 | $513.7 萬 | 0.76% | −955−5.3% | 減碼 |
| HighPoint Advisor Group LLC | 18,565 | $515.2 萬 | 0.36% | +110+0.6% | 加碼 |
| Brady Family Wealth, LLC | 17,135 | $516.1 萬 | 1.67% | +12,371+259.7% | 加碼 |
| Coldstream Capital Management Inc | 17,203 | $518.1 萬 | 0.13% | +2,637+18.1% | 加碼 |
| Lockheed Martin Investment Management Co | 21,310 | $518.4 萬 | 0.38% | −11,410−34.9% | 減碼 |
| Cabot Wealth Management Inc | 17,246 | $519.4 萬 | 0.68% | −218−1.2% | 減碼 |
| YHB Investment Advisors, Inc. | 17,290 | $520.7 萬 | 0.46% | +1,113+6.9% | 加碼 |
| South State Corp. | 17,386 | $523.6 萬 | 0.41% | −432−2.4% | 減碼 |
| Bragg Financial Advisors, Inc | 17,420 | $524.7 萬 | 0.24% | +12,441+249.9% | 加碼 |
| Cullinan Associates Inc | 17,447 | $525.5 萬 | 0.29% | −13,260−43.2% | 減碼 |
| HBW Advisory Services LLC | 20,111 | $529.2 萬 | 0.99% | 00.0% | 不變 |
| Mirabaud Asset Management Ltd | 17,596 | $530.0 萬 | 2.14% | −5,526−23.9% | 減碼 |
| National Asset Management, Inc. | 26,343 | $534.2 萬 | 0.14% | +411+1.6% | 加碼 |
| Baker Tilly Wealth Management, LLC | 17,824 | $536.8 萬 | 0.97% | −1,347−7.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 17,890 | $538.8 萬 | 0.45% | −1,548−8.0% | 減碼 |
| Woodmont Investment Counsel LLC | 17,896 | $539.0 萬 | 0.45% | +20+0.1% | 加碼 |
| Beck Capital Management, LLC | 17,897 | $539.0 萬 | 1.55% | +13+0.1% | 加碼 |
| Mirabaud & Cie SA | 17,934 | $540.1 萬 | 1.91% | −7,561−29.7% | 減碼 |
| Alyeska Investment Group, L.P. | 17,980 | $541.5 萬 | 0.03% | +17,980 | 新進 |
| Maytus Capital Management, LLC | 18,000 | $542.1 萬 | 2.30% | −7,000−28.0% | 減碼 |
| Gifford Fong Associates | 18,009 | $542.4 萬 | 1.50% | −10,577−37.0% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 18,203 | $548.2 萬 | 2.60% | −927−4.8% | 減碼 |
| Harbour Capital Advisors, LLC | 18,035 | $548.3 萬 | 1.36% | +151+0.8% | 加碼 |
| Oak Associates, Ltd | 18,210 | $548.4 萬 | 0.38% | 00.0% | 不變 |
| SeaBridge Investment Advisors LLC | 18,263 | $550.0 萬 | 1.45% | +79+0.4% | 加碼 |
| Independent Financial Group, LLC | 18,384 | $553.7 萬 | 0.25% | −174−0.9% | 減碼 |
| GAM Holding AG | 18,385 | $553.7 萬 | 0.40% | +18,385 | 新進 |
| Nwam LLC | 20,011 | $554.8 萬 | 0.45% | +18,000+895.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 18,451 | $555.7 萬 | 0.53% | −4,023−17.9% | 減碼 |
| L & S Advisors Inc | 18,503 | $557.3 萬 | 0.63% | −11,132−37.6% | 減碼 |
| Parsons Capital Management Inc | 18,588 | $559.8 萬 | 0.38% | −506−2.7% | 減碼 |
| Bray Capital Advisors | 18,601 | $560.2 萬 | 1.42% | −35−0.2% | 減碼 |
| SFMG, LLC | 18,629 | $561.1 萬 | 0.48% | −10.0% | 減碼 |
| Wahed Invest LLC | 18,640 | $561.4 萬 | 1.28% | +2,544+15.8% | 加碼 |
| HB Wealth Management, LLC | 18,674 | $562.4 萬 | 0.07% | +4,911+35.7% | 加碼 |
| Zions Bancorporation, N.A. | 18,696 | $563.1 萬 | 0.41% | −81−0.4% | 減碼 |
| CAPROCK Group, Inc. | 18,680 | $563.4 萬 | 0.32% | +531+2.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 18,749 | $564.7 萬 | 0.31% | −741−3.8% | 減碼 |
| First Horizon Advisors, Inc. | 18,768 | $565.3 萬 | 0.17% | −7,010−27.2% | 減碼 |
| Sawyer & Company, Inc | 18,785 | $565.8 萬 | 2.26% | −232−1.2% | 減碼 |
| Chiron Investment Management, LLC | 18,945 | $570.6 萬 | 2.47% | +18,945 | 新進 |
| Miracle Mile Advisors, LLC | 18,946 | $570.6 萬 | 0.14% | −158−0.8% | 減碼 |
| Signaturefd, LLC | 18,985 | $571.8 萬 | 0.12% | +862+4.8% | 加碼 |
| Moody Lynn & Lieberson, LLC | 19,004 | $572.4 萬 | 0.38% | +12,038+172.8% | 加碼 |
| Chemung Canal Trust Co | 19,006 | $572.4 萬 | 1.11% | −322−1.7% | 減碼 |
| Engineers Gate Manager LP | 19,117 | $575.8 萬 | 0.15% | +15,850+485.2% | 加碼 |
| Garde Capital, Inc. | 19,200 | $578.2 萬 | 0.40% | −453−2.3% | 減碼 |
| Horizon Investments, LLC | 19,202 | $578.3 萬 | 0.15% | +406+2.2% | 加碼 |