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。
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 | 2,492 | $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 |
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 |
|---|---|---|---|---|---|
| Chickasaw Capital Management LLC | 8,400 | $253.0 萬 | 0.12% | +85+1.0% | 加碼 |
| Ingalls & Snyder LLC | 8,359 | $251.8 萬 | 0.11% | −80−0.9% | 減碼 |
| Del-Sette Capital Management, LLC | 8,360 | $251.8 萬 | 2.07% | +1,352+19.3% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 8,359 | $251.8 萬 | 0.65% | +8,348+75,890.9% | 加碼 |
| CoreCap Advisors, LLC | 8,356 | $251.7 萬 | 0.13% | +6,369+320.5% | 加碼 |
| Norway Savings Bank | 8,344 | $251.3 萬 | 1.05% | +438+5.5% | 加碼 |
| Great Lakes Retirement, Inc. | 8,340 | $251.2 萬 | 0.37% | +114+1.4% | 加碼 |
| Orin Green Financial, LLC | – | $249.1 萬 | 1.17% | – | – |
| EPG Wealth Management LLC | 8,264 | $248.9 萬 | 0.61% | +39+0.5% | 加碼 |
| Forum Financial Management, LP | 8,221 | $247.6 萬 | 0.04% | +135+1.7% | 加碼 |
| United Bank | 8,214 | $247.4 萬 | 1.26% | −104−1.3% | 減碼 |
| Personal Cfo Solutions, LLC | 8,188 | $246.6 萬 | 0.38% | +467+6.0% | 加碼 |
| Bangor Savings Bank | 8,162 | $245.8 萬 | 0.25% | −351−4.1% | 減碼 |
| Shaker Investments LLC | 8,115 | $244.4 萬 | 1.04% | +4,069+100.6% | 加碼 |
| Edge Capital Group, LLC | 8,103 | $244.0 萬 | 0.12% | +40+0.5% | 加碼 |
| Davidson Capital Management Inc. | 8,077 | $243.3 萬 | 0.78% | +8,049+28,746.4% | 加碼 |
| Hudson Canyon Capital Management | 8,076 | $243.2 萬 | 1.56% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $240.9 萬 | 0.75% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 7,975 | $240.2 萬 | 0.40% | −61−0.8% | 減碼 |
| Nicholas Investment Partners, LP | 7,963 | $239.8 萬 | 0.25% | 00.0% | 不變 |
| South Dakota Investment Council | 7,937 | $239.0 萬 | 0.05% | 00.0% | 不變 |
| Field & Main Bank | 7,919 | $238.5 萬 | 0.93% | −103−1.3% | 減碼 |
| Wealth Management Partners, LLC | 7,911 | $238.3 萬 | 1.21% | −131−1.6% | 減碼 |
| Atomi Financial Group, Inc. | 7,907 | $238.1 萬 | 0.22% | +3,930+98.8% | 加碼 |
| Shepherd Financial Partners LLC | 7,904 | $238.1 萬 | 0.31% | −4−0.1% | 減碼 |
| Albion Financial Group | 7,891 | $237.7 萬 | 0.18% | +641+8.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 7,880 | $237.3 萬 | 0.46% | −36−0.5% | 減碼 |
| River & Mercantile Asset Management LLP | 7,884 | $237.2 萬 | 0.60% | −87−1.1% | 減碼 |
| Koshinski Asset Management, Inc. | 7,846 | $236.3 萬 | 0.24% | −221−2.7% | 減碼 |
| Taika Capital, LP | 7,840 | $236.1 萬 | 1.23% | +7,840 | 新進 |
| Verde Capital Management | 7,837 | $236.0 萬 | 0.81% | −346−4.2% | 減碼 |
| Morse Asset Management, Inc | 7,834 | $235.9 萬 | 0.60% | +1,435+22.4% | 加碼 |
| Leonteq Securities AG | 7,817 | $235.4 萬 | 0.32% | +7,817 | 新進 |
| Optas, LLC | 7,809 | $235.2 萬 | 0.64% | −79−1.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 7,805 | $235.1 萬 | 0.25% | 00.0% | 不變 |
| Worth Asset Management, LLC | 7,785 | $234.5 萬 | 1.44% | −178−2.2% | 減碼 |
| Bulltick Wealth Management, LLC | 7,773 | $234.4 萬 | 0.49% | 00.0% | 不變 |
| Berkshire Bank | 7,783 | $234.4 萬 | 0.58% | −90−1.1% | 減碼 |
| Cito Capital Group, LLC | 7,750 | $233.8 萬 | 0.96% | +200+2.6% | 加碼 |
| Renasant Bank | 7,749 | $233.4 萬 | 1.66% | −120−1.5% | 減碼 |
| Bell Bank | 7,700 | $231.9 萬 | 0.20% | −464−5.7% | 減碼 |
| Ally Financial Inc. | 7,680 | $231.3 萬 | 0.31% | +7,680 | 新進 |
| Center for Financial Planning, Inc. | 7,677 | $231.2 萬 | 0.35% | +326+4.4% | 加碼 |
| Quadrant Capital Group LLC | 7,658 | $230.7 萬 | 0.18% | +750+10.9% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,656 | $230.6 萬 | 0.41% | +390+5.4% | 加碼 |
| Navalign, LLC | 7,652 | $230.5 萬 | 0.76% | −243−3.1% | 減碼 |
| Cardiff Park Advisors, LLC | 7,642 | $230.2 萬 | 0.22% | 00.0% | 不變 |
| Geneva Capital Management LLC | 7,639 | $230.1 萬 | 0.04% | −384−4.8% | 減碼 |
| Ascent Wealth Partners, LLC | 7,628 | $229.7 萬 | 0.34% | +50+0.7% | 加碼 |
| Wealthspire Advisors, LLC | 7,573 | $228.1 萬 | 0.03% | +53+0.7% | 加碼 |
| Independent Solutions Wealth Management, LLC | 7,550 | $227.4 萬 | 0.54% | −267−3.4% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 7,537 | $227.0 萬 | 0.94% | +47+0.6% | 加碼 |
| WP Advisors, LLC | 7,530 | $226.8 萬 | 0.74% | −115−1.5% | 減碼 |
| Change Path, LLC | 7,520 | $226.5 萬 | 0.09% | +4,840+180.6% | 加碼 |
| PFC Capital Group, Inc. | 7,515 | $226.3 萬 | 1.22% | +625+9.1% | 加碼 |
| Financial Advocates Investment Management | 7,488 | $225.5 萬 | 0.13% | +17+0.2% | 加碼 |
| Intrust Bank NA | 7,484 | $225.4 萬 | 0.24% | +67+0.9% | 加碼 |
| Umpqua Bank | 7,480 | $225.3 萬 | 0.92% | +7,480 | 新進 |
| Nilsine Partners, LLC | 7,477 | $225.2 萬 | 0.31% | −155−2.0% | 減碼 |
| Cunning Capital Partners, LP | 7,475 | $225.1 萬 | 1.25% | 00.0% | 不變 |
| FOCUS Wealth Advisors, LLC | 7,468 | $224.9 萬 | 1.20% | +214+3.0% | 加碼 |
| Bay Rivers Group | 7,455 | $224.5 萬 | 1.23% | −630−7.8% | 減碼 |
| Boyd Watterson Asset Management LLC | 7,408 | $223.1 萬 | 0.80% | +336+4.8% | 加碼 |
| G&S Capital LLC | 7,406 | $223.1 萬 | 0.99% | −1,389−15.8% | 減碼 |
| Wrapmanager Inc | 7,371 | $222.0 萬 | 0.62% | +529+7.7% | 加碼 |
| Bristlecone Advisors, LLC | 7,358 | $221.6 萬 | 0.19% | +289+4.1% | 加碼 |
| Camarda Financial Advisors, LLC | 7,350 | $221.4 萬 | 0.89% | −250−3.3% | 減碼 |
| TriaGen Wealth Management LLC | 7,345 | $221.2 萬 | 0.92% | 00.0% | 不變 |
| VeraBank, N.A. | 7,314 | $220.3 萬 | 0.69% | −651−8.2% | 減碼 |
| Ameritas Advisory Services, LLC | 7,451 | $219.0 萬 | 0.09% | −135−1.8% | 減碼 |
| United Asset Strategies, Inc. | 7,240 | $218.1 萬 | 0.22% | −61−0.8% | 減碼 |
| M&G Plc | 7,235 | $217.8 萬 | 0.01% | +7,235 | 新進 |
| 9258 Wealth Management, LLC | 7,213 | $217.2 萬 | 0.34% | +730+11.3% | 加碼 |
| Three Seasons Wealth, LLC | 7,119 | $216.7 萬 | 1.52% | +1,764+32.9% | 加碼 |
| Van Leeuwen & Company, LLC | 7,191 | $216.6 萬 | 1.10% | +46+0.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 7,191 | $216.6 萬 | 0.19% | +7,191 | 新進 |
| Stonegate Investment Group, LLC | 7,171 | $216.0 萬 | 0.07% | −5−0.1% | 減碼 |
| Roman Butler Fullerton & Co | 7,886 | $215.9 萬 | 0.81% | +5+0.1% | 加碼 |
| Archford Capital Strategies, LLC | 7,111 | $214.2 萬 | 0.36% | +10+0.1% | 加碼 |
| DeDora Capital, Inc. | 7,098 | $213.8 萬 | 0.68% | +2,670+60.3% | 加碼 |
| Naviter Wealth, LLC | 7,075 | $213.4 萬 | 0.35% | +1,143+19.3% | 加碼 |
| F/M Investments LLC | 7,072 | $213.0 萬 | 1.44% | −56−0.8% | 減碼 |
| Joseph Group Capital Management | 7,070 | $212.9 萬 | 1.07% | +942+15.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 7,031 | $211.8 萬 | 0.08% | −86−1.2% | 減碼 |
| Aviance Capital Partners, LLC | 7,021 | $211.5 萬 | 0.31% | +1,100+18.6% | 加碼 |
| Cypress Capital Group | 7,019 | $211.4 萬 | 0.25% | −200−2.8% | 減碼 |
| Sunbelt Securities, Inc. | 7,015 | $211.3 萬 | 0.24% | −1,633−18.9% | 減碼 |
| Steinberg Asset Management LLC | 6,977 | $210.4 萬 | 1.78% | −47−0.7% | 減碼 |
| Elmwood Wealth Management, Inc. | 6,982 | $210.3 萬 | 0.90% | +1,574+29.1% | 加碼 |
| Ronald Blue Trust, Inc. | 6,981 | $210.2 萬 | 0.03% | −1,299−15.7% | 減碼 |
| Gs Investments, Inc. | 6,969 | $209.9 萬 | 1.01% | −1,561−18.3% | 減碼 |
| Voya Financial Advisors, Inc. | 6,957 | $209.7 萬 | 0.24% | +84+1.2% | 加碼 |
| Hel Ved Capital Management Ltd | 6,935 | $208.9 萬 | 0.52% | −7,005−50.3% | 減碼 |
| Nelson Capital Management, LLC | 6,933 | $208.8 萬 | 0.40% | +6,933 | 新進 |
| Charter Research & Investment Group, Inc. | 6,932 | $208.8 萬 | 1.66% | −40−0.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 6,932 | $208.8 萬 | 0.11% | +2,599+60.0% | 加碼 |
| Brandywine Managers, LLC | 6,913 | $208.2 萬 | 2.06% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 6,896 | $207.7 萬 | 0.39% | +55+0.8% | 加碼 |
| LifePlan Financial, LLC | 6,880 | $207.2 萬 | 1.90% | −73−1.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,853 | $206.7 萬 | 0.11% | −60−0.9% | 減碼 |