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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 2,001 | $60.3 萬 | 0.20% | +2,001 | 新進 |
| SFM, LLC | 2,000 | $60.2 萬 | 0.46% | −191−8.7% | 減碼 |
| Prosperity Consulting Group, LLC | 1,999 | $60.2 萬 | 0.08% | +1,999 | 新進 |
| Cypress Point Wealth Management, LLC | 1,996 | $60.1 萬 | 0.31% | +1,996 | 新進 |
| BluePointe Capital Management, LLC | 1,992 | $60.1 萬 | 0.41% | −86−4.1% | 減碼 |
| XY Capital Ltd | 1,993 | $60.0 萬 | 0.51% | +1,993 | 新進 |
| Crewe Advisors LLC | 1,991 | $60.0 萬 | 0.07% | +1,991 | 新進 |
| Catalyst Private Wealth, LLC | 1,991 | $60.0 萬 | 0.31% | −157−7.3% | 減碼 |
| Essex LLC | 1,989 | $59.9 萬 | 0.14% | −10−0.5% | 減碼 |
| Pointe Capital Management LLC | 1,985 | $59.8 萬 | 0.37% | +230+13.1% | 加碼 |
| Peterson Wealth Services | 1,983 | $59.7 萬 | 0.22% | −9−0.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,983 | $59.7 萬 | 0.01% | −8,938−81.8% | 減碼 |
| D'Orazio & Associates, Inc. | 1,967 | $59.2 萬 | 0.10% | −1−0.1% | 減碼 |
| Northern Oak Wealth Management Inc | 1,966 | $59.2 萬 | 0.07% | +101+5.4% | 加碼 |
| GYL Financial Synergies, LLC | 1,958 | $59.0 萬 | 0.05% | −67−3.3% | 減碼 |
| Winthrop Advisory Group LLC | 1,953 | $58.9 萬 | 0.09% | +50+2.6% | 加碼 |
| FF Advisors,LLC | 1,955 | $58.9 萬 | 0.41% | +152+8.4% | 加碼 |
| Cape Investment Advisory, Inc. | 1,952 | $58.8 萬 | 0.27% | +10+0.5% | 加碼 |
| Synergy Financial Group, LTD | 1,951 | $58.8 萬 | 0.66% | +13+0.7% | 加碼 |
| Joel Isaacson & Co., LLC | 1,947 | $58.6 萬 | 0.03% | +536+38.0% | 加碼 |
| Holderness Investments Co | 1,943 | $58.5 萬 | 0.14% | +626+47.5% | 加碼 |
| Eagle Strategies LLC | 1,942 | $58.5 萬 | 0.13% | −4,640−70.5% | 減碼 |
| Waypoint Wealth Partners Inc. | 1,941 | $58.5 萬 | 0.17% | +70+3.7% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,935 | $58.3 萬 | 0.10% | +13+0.7% | 加碼 |
| Truvestments Capital LLC | 1,934 | $58.2 萬 | 0.22% | +84+4.5% | 加碼 |
| Amussen Hunsaker Associates LLC | 1,927 | $58.1 萬 | 0.11% | −95−4.7% | 減碼 |
| Gladius Capital Management LP | 1,928 | $58.1 萬 | 0.57% | +1,928 | 新進 |
| Traveka Wealth, LLC | 1,927 | $58.0 萬 | 0.27% | +137+7.7% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,924 | $57.9 萬 | 0.15% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 1,920 | $57.8 萬 | 0.05% | −5−0.3% | 減碼 |
| Connecticut Wealth Management, LLC | 1,919 | $57.8 萬 | 0.03% | −25−1.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 1,917 | $57.7 萬 | 0.12% | +6+0.3% | 加碼 |
| Battery Global Advisors, LLC | 1,914 | $57.7 萬 | 0.47% | 00.0% | 不變 |
| Revolve Wealth Partners, LLC | 1,898 | $57.2 萬 | 0.10% | +92+5.1% | 加碼 |
| Mizuho Markets Cayman LP | 1,893 | $57.0 萬 | 0.35% | +1,893 | 新進 |
| Smith, Moore & Co. | 1,889 | $56.9 萬 | 0.06% | −158−7.7% | 減碼 |
| True North Advisors, LLC | 1,888 | $56.9 萬 | 0.16% | −208−9.9% | 減碼 |
| Balanced Rock Investment Advisor | 1,886 | $56.8 萬 | 0.48% | −532−22.0% | 減碼 |
| Cedrus LLC | 1,884 | $56.7 萬 | 0.31% | +583+44.8% | 加碼 |
| Fulcrum Capital LLC | 1,883 | $56.7 萬 | 0.13% | −178−8.6% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,882 | $56.7 萬 | 0.28% | −27−1.4% | 減碼 |
| Copperleaf Capital, LLC | 1,882 | $56.7 萬 | 0.49% | +87+4.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,881 | $56.7 萬 | 0.07% | +177+10.4% | 加碼 |
| Evermay Wealth Management LLC | 1,879 | $56.6 萬 | 0.09% | +91+5.1% | 加碼 |
| Brandywine Oak Private Wealth LLC | 1,876 | $56.5 萬 | 0.06% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 1,871 | $56.4 萬 | 0.09% | +1,042+125.7% | 加碼 |
| Chapin Davis, Inc. | 1,870 | $56.3 萬 | 0.21% | +1,870 | 新進 |
| Patron Partners Advisors, LLC | 1,869 | $56.3 萬 | 0.34% | +112+6.4% | 加碼 |
| First Affirmative Financial Network | 1,860 | $56.0 萬 | 0.41% | +232+14.3% | 加碼 |
| Accel Wealth Management | 1,857 | $55.9 萬 | 0.24% | +50+2.8% | 加碼 |
| Riversedge Advisors, LLC | 1,854 | $55.8 萬 | 0.14% | −82−4.2% | 減碼 |
| Marino, Stram & Associates LLC | 1,849 | $55.7 萬 | 0.13% | +327+21.5% | 加碼 |
| Vicus Capital | 1,847 | $55.6 萬 | 0.05% | +1,847 | 新進 |
| Stiles Financial Services Inc | 1,846 | $55.6 萬 | 0.22% | −145−7.3% | 減碼 |
| FFT Wealth Management LLC | 1,843 | $55.5 萬 | 0.05% | +282+18.1% | 加碼 |
| Addison Advisors LLC | 1,841 | $55.4 萬 | 0.19% | +265+16.8% | 加碼 |
| Oak Thistle LLC | 1,835 | $55.3 萬 | 0.50% | −6,636−78.3% | 減碼 |
| LVW Advisors, LLC | 1,833 | $55.2 萬 | 0.09% | +166+10.0% | 加碼 |
| Geller Advisors LLC | 1,821 | $54.9 萬 | 0.04% | +134+7.9% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,821 | $54.9 萬 | 0.13% | +42+2.4% | 加碼 |
| Cubic Asset Management, LLC | 1,820 | $54.8 萬 | 0.13% | −100−5.2% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 1,819 | $54.8 萬 | 0.47% | −65−3.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 1,818 | $54.8 萬 | 0.01% | −1,500−45.2% | 減碼 |
| Perennial Advisors, LLC | 1,815 | $54.7 萬 | 0.13% | −11−0.6% | 減碼 |
| Arcataur Capital Management LLC | 1,815 | $54.7 萬 | 0.20% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 1,799 | $54.2 萬 | 0.01% | +1,799 | 新進 |
| TSFG, LLC | 1,795 | $54.1 萬 | 0.14% | −891−33.2% | 減碼 |
| Ewa, LLC | 1,954 | $54.1 萬 | 0.24% | +40+2.1% | 加碼 |
| Apexium Financial, LP | 1,793 | $54.1 萬 | 0.04% | +76+4.4% | 加碼 |
| Chaney Capital Management, Inc. | 1,793 | $54.0 萬 | 0.43% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 1,792 | $54.0 萬 | 1.04% | +207+13.1% | 加碼 |
| Verus Capital Partners, LLC | 1,790 | $53.9 萬 | 0.06% | +72+4.2% | 加碼 |
| Park National Corp | 1,780 | $53.6 萬 | 0.02% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 1,780 | $53.6 萬 | 0.38% | +283+18.9% | 加碼 |
| Saiph Capital, LLC | 1,776 | $53.5 萬 | 0.25% | −226−11.3% | 減碼 |
| Cottage Street Advisors LLC | 1,776 | $53.5 萬 | 0.32% | +649+57.6% | 加碼 |
| Contravisory Investment Management, Inc. | 1,773 | $53.4 萬 | 0.12% | −83−4.5% | 減碼 |
| Argonautica Private Wealth Management, Inc | 1,773 | $53.4 萬 | 0.19% | +9+0.5% | 加碼 |
| Advisor OS, LLC | 1,772 | $53.4 萬 | 0.06% | +423+31.4% | 加碼 |
| Tobam | 1,769 | $53.3 萬 | 0.05% | +120+7.3% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,767 | $53.2 萬 | 0.16% | −50−2.8% | 減碼 |
| One Wealth Advisors, LLC | 1,765 | $53.2 萬 | 0.09% | +1,765 | 新進 |
| Emerald Advisers, LLC | 1,766 | $53.2 萬 | 0.02% | +1,566+783.0% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,761 | $53.0 萬 | 0.37% | +34+2.0% | 加碼 |
| BCJ Capital Management, LLC | 1,760 | $53.0 萬 | 0.04% | +906+106.1% | 加碼 |
| Peninsula Wealth, LLC | 1,759 | $53.0 萬 | 0.11% | +8+0.5% | 加碼 |
| Washington Trust Advisors, Inc. | 1,759 | $53.0 萬 | 0.05% | −179−9.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,753 | $52.8 萬 | 0.05% | −7,772−81.6% | 減碼 |
| Point72 Asset Management, L.P. | 1,750 | $52.7 萬 | 0.00% | −397,323−99.6% | 減碼 |
| Harbert Fund Advisors, Inc. | 1,750 | $52.7 萬 | 0.36% | +1,750 | 新進 |
| Pacific Sage Partners, LLC | 1,748 | $52.6 萬 | 0.14% | 00.0% | 不變 |
| Hemenway Trust Co LLC | 1,745 | $52.6 萬 | 0.05% | +210+13.7% | 加碼 |
| Keystone Financial Group | 1,744 | $52.5 萬 | 0.08% | +87+5.3% | 加碼 |
| McDaniel Terry & Co | 1,742 | $52.5 萬 | 0.05% | +812+87.3% | 加碼 |
| Sunpointe, LLC | 1,739 | $52.4 萬 | 0.58% | −2−0.1% | 減碼 |
| Cedar Wealth Management, LLC | 1,740 | $52.4 萬 | 0.17% | +18+1.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,736 | $52.4 萬 | 0.19% | +794+84.3% | 加碼 |
| Wedge Capital Management L L P | 1,729 | $52.1 萬 | 0.01% | 00.0% | 不變 |
| White Pine Capital LLC | 1,921 | $51.7 萬 | 0.20% | +240+14.3% | 加碼 |
| Jackson Square Capital, LLC | 1,712 | $51.6 萬 | 0.13% | +682+66.2% | 加碼 |