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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 19,219 | $578.8 萬 | 1.09% | +537+2.9% | 加碼 |
| Peapack Gladstone Financial Corp | 19,254 | $579.9 萬 | 0.09% | −417−2.1% | 減碼 |
| Caldwell Trust Co | 19,333 | $582.3 萬 | 0.68% | +640+3.4% | 加碼 |
| Univest Financial Corp | 19,337 | $582.4 萬 | 1.64% | +2,984+18.2% | 加碼 |
| M. Kulyk & Associates, LLC | 19,416 | $584.8 萬 | 1.36% | −2,593−11.8% | 減碼 |
| NorthRock Partners, LLC | 19,428 | $585.8 萬 | 0.23% | +1,819+10.3% | 加碼 |
| Bouvel Investment Partners, LLC | 19,495 | $587.1 萬 | 2.54% | −89−0.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 45,419 | $587.5 萬 | 0.24% | −1,654−3.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,511 | $587.6 萬 | 0.27% | +1,265+6.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 19,533 | $588.3 萬 | 0.40% | −587−2.9% | 減碼 |
| Iowa State Bank | 19,616 | $590.8 萬 | 1.31% | −2,448−11.1% | 減碼 |
| Adviser Investments LLC | 19,668 | $592.4 萬 | 0.08% | +2,019+11.4% | 加碼 |
| Elite Wealth Management, Inc. | 19,702 | $593.4 萬 | 1.44% | −1,739−8.1% | 減碼 |
| Patton Fund Management, Inc. | 19,731 | $594.3 萬 | 1.08% | −2,690−12.0% | 減碼 |
| Greater Midwest Financial Group, LLC | 19,923 | $600.0 萬 | 3.76% | +7,287+57.7% | 加碼 |
| Alight Capital Management LP | 20,000 | $602.4 萬 | 1.91% | −20,000−50.0% | 減碼 |
| Eastover Investment Advisors LLC | 20,011 | $602.7 萬 | 2.96% | +14,076+237.2% | 加碼 |
| Allworth Financial LP | 20,029 | $603.2 萬 | 0.04% | +4,834+31.8% | 加碼 |
| Bailard, Inc. | 20,070 | $604.5 萬 | 0.17% | +476+2.4% | 加碼 |
| AMS Capital Ltda | 20,090 | $605.0 萬 | 1.66% | +20,090 | 新進 |
| Petredis Investment Advisors LLC | 20,109 | $605.6 萬 | 0.73% | +305+1.5% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $605.9 萬 | 2.20% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 20,143 | $606.7 萬 | 0.05% | −2,023−9.1% | 減碼 |
| Cullen Investment Group, Ltd. | 20,015 | $608.5 萬 | 0.96% | −114−0.6% | 減碼 |
| Bridge Creek Capital Management LLC | 20,374 | $613.6 萬 | 1.97% | −229−1.1% | 減碼 |
| V-Square Quantitative Management LLC | 20,405 | $614.6 萬 | 1.03% | +3,919+23.8% | 加碼 |
| Atom Investors LP | 20,425 | $615.2 萬 | 0.77% | +10,288+101.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 20,440 | $615.6 萬 | 2.27% | −1,317−6.1% | 減碼 |
| Vision Capital Management, Inc. | 20,447 | $615.8 萬 | 0.92% | −2,278−10.0% | 減碼 |
| D L Carlson Investment Group Inc | 20,499 | $617.4 萬 | 1.21% | −313−1.5% | 減碼 |
| Boston Private Wealth LLC | 20,515 | $617.9 萬 | 0.14% | −1,354−6.2% | 減碼 |
| Artisan Partners Limited Partnership | 20,522 | $618.1 萬 | 0.01% | +20,522 | 新進 |
| Empowered Funds, LLC | 20,566 | $619.4 萬 | 0.11% | −6,750−24.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 20,650 | $621.9 萬 | 0.21% | −6,514−24.0% | 減碼 |
| Partners Capital Investment Group, LLP | 20,652 | $622.0 萬 | 0.17% | −23,584−53.3% | 減碼 |
| Veriti Management LLC | 20,704 | $623.6 萬 | 0.46% | +1,836+9.7% | 加碼 |
| Once Capital Management, LLC | 20,800 | $626.5 萬 | 3.66% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 20,851 | $628.0 萬 | 0.69% | +15,278+274.1% | 加碼 |
| Trust Co of Kansas | 20,897 | $629.4 萬 | 3.43% | −117−0.6% | 減碼 |
| Pioneer Trust Bank N A | 20,905 | $629.6 萬 | 1.75% | +1,315+6.7% | 加碼 |
| Apollon Wealth Management, LLC | 20,994 | $632.3 萬 | 0.20% | +2,443+13.2% | 加碼 |
| Foundations Investment Advisors, LLC | 21,026 | $633.3 萬 | 0.17% | +3,653+21.0% | 加碼 |
| Sowell Financial Services LLC | 21,028 | $634.2 萬 | 0.30% | +1,632+8.4% | 加碼 |
| De Burlo Group Inc | 21,144 | $636.8 萬 | 0.85% | −2,835−11.8% | 減碼 |
| RB Capital Management, LLC | 21,237 | $639.6 萬 | 1.71% | +201+1.0% | 加碼 |
| St Germain D J Co Inc | 21,286 | $641.1 萬 | 0.31% | +178+0.8% | 加碼 |
| Meritage Portfolio Management | 21,293 | $641.3 萬 | 0.41% | −1,374−6.1% | 減碼 |
| IMC-Chicago, LLC | 21,297 | $641.4 萬 | 0.22% | +21,297 | 新進 |
| Diversify Advisory Services, LLC | 21,324 | $644.5 萬 | 0.38% | +21,324 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,376 | $646.2 萬 | 2.55% | +250+1.1% | 加碼 |
| Hyman Charles D | 21,479 | $646.9 萬 | 0.36% | +20+0.1% | 加碼 |
| Palo DS Manager LLC | 21,486 | $647.1 萬 | 3.38% | 00.0% | 不變 |
| Roanoke Asset Management Corp | 21,590 | $650.2 萬 | 2.13% | −30−0.1% | 減碼 |
| Icon Wealth Advisors, LLC | 21,591 | $650.3 萬 | 0.60% | −553−2.5% | 減碼 |
| FDx Advisors, Inc. | 21,600 | $650.5 萬 | 0.99% | −12,586−36.8% | 減碼 |
| Marex Group plc | 21,602 | $650.6 萬 | 0.21% | +21,602 | 新進 |
| Ardsley Advisory Partners LP | 21,800 | $656.6 萬 | 0.94% | +10,525+93.3% | 加碼 |
| Checchi Capital Advisers, LLC | 21,830 | $657.5 萬 | 0.51% | +357+1.7% | 加碼 |
| Principal Securities, Inc. | 21,917 | $660.1 萬 | 0.21% | +9,787+80.7% | 加碼 |
| Castleark Management LLC | 21,929 | $660.5 萬 | 0.27% | +21,929 | 新進 |
| KMG Fiduciary Partners, LLC | 21,936 | $660.7 萬 | 0.68% | +4,344+24.7% | 加碼 |
| Citizens Financial Group Inc | 21,970 | $661.7 萬 | 0.22% | +17,457+386.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 21,978 | $661.9 萬 | 1.06% | +1,262+6.1% | 加碼 |
| Mission Wealth Management, LP | 22,082 | $665.1 萬 | 0.18% | +10,820+96.1% | 加碼 |
| Plimoth Trust Co LLC | 22,143 | $666.9 萬 | 1.78% | +496+2.3% | 加碼 |
| Siemens Fonds Invest GmbH | 22,147 | $667.0 萬 | 0.51% | −1,019−4.4% | 減碼 |
| NFJ Investment Group, LLC | 22,188 | $668.3 萬 | 0.18% | +13,350+151.1% | 加碼 |
| Ossiam | 22,246 | $670.0 萬 | 0.12% | −443,578−95.2% | 減碼 |
| Argent Trust Co | 22,247 | $670.0 萬 | 0.30% | +1,138+5.4% | 加碼 |
| Teza Capital Management LLC | 22,282 | $671.1 萬 | 0.89% | +22,282 | 新進 |
| Strategic Blueprint, LLC | 22,355 | $673.3 萬 | 0.48% | −352−1.6% | 減碼 |
| Marietta Wealth Management, LLC | 22,472 | $676.8 萬 | 1.12% | −2,585−10.3% | 減碼 |
| Trifecta Capital Advisors, LLC | 22,499 | $677.6 萬 | 1.65% | +879+4.1% | 加碼 |
| Twin Capital Management Inc | 22,662 | $682.5 萬 | 0.85% | −1,444−6.0% | 減碼 |
| Group One Trading, L.P. | 22,707 | $683.9 萬 | 0.24% | +5,919+35.3% | 加碼 |
| Bank Hapoalim BM | 22,780 | $686.1 萬 | 0.89% | −851−3.6% | 減碼 |
| Venture Visionary Partners LLC | 22,898 | $689.6 萬 | 0.33% | −517−2.2% | 減碼 |
| Van Strum & Towne Inc. | 22,899 | $689.7 萬 | 2.52% | −210−0.9% | 減碼 |
| Financial Enhancement Group LLC | 23,460 | $690.5 萬 | 1.13% | −18−0.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 22,950 | $691.2 萬 | 1.13% | −340−1.5% | 減碼 |
| Longbow Finance SA | 23,083 | $695.2 萬 | 0.70% | +23,083 | 新進 |
| Integrated Wealth Concepts LLC | 23,091 | $695.5 萬 | 0.10% | +2,600+12.7% | 加碼 |
| Boston Financial Mangement LLC | 23,152 | $697.3 萬 | 0.22% | −1,180−4.8% | 減碼 |
| Consolidated Investment Group LLC | 23,200 | $698.8 萬 | 1.13% | 00.0% | 不變 |
| Crestline Management, LP | 23,225 | $699.5 萬 | 0.66% | −12,798−35.5% | 減碼 |
| Progressive Investment Management Corp | 23,296 | $701.6 萬 | 1.92% | −345−1.5% | 減碼 |
| Soltis Investment Advisors LLC | 23,440 | $706.0 萬 | 0.79% | −793−3.3% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 23,488 | $707.4 萬 | 0.45% | −2,583−9.9% | 減碼 |
| Alberta Investment Management Corp | 23,500 | $707.8 萬 | 0.07% | 00.0% | 不變 |
| Shell Asset Management Co | 27,552 | $708.4 萬 | 0.32% | −10,172−27.0% | 減碼 |
| Callahan Advisors, LLC | 23,542 | $709.0 萬 | 0.74% | +3,521+17.6% | 加碼 |
| AXS Investments LLC | 23,569 | $709.9 萬 | 1.70% | −1,438−5.8% | 減碼 |
| Valeo Financial Advisors, LLC | 72,094 | $712.9 萬 | 0.26% | +385+0.5% | 加碼 |
| Peloton Wealth Strategists | 23,747 | $715.2 萬 | 2.90% | −1,603−6.3% | 減碼 |
| Bleakley Financial Group, LLC | 23,855 | $718.5 萬 | 0.21% | +3,186+15.4% | 加碼 |
| FourThought Financial Partners, LLC | 23,902 | $719.9 萬 | 0.82% | −1,462−5.8% | 減碼 |
| NEOS Investment Management LLC | 23,902 | $719.9 萬 | 0.45% | +5,875+32.6% | 加碼 |
| Fragasso Group Inc. | 24,048 | $724.3 萬 | 0.61% | −429−1.8% | 減碼 |
| LM Advisors LLC | 24,090 | $725.5 萬 | 1.15% | −10,706−30.8% | 減碼 |
| RSM US Wealth Management LLC | 24,122 | $726.5 萬 | 0.19% | +293+1.2% | 加碼 |