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 2 季 13F 持有人
Salesforce, Inc. 在 2024/6/30 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
- 2,630
- 較 2024 年第 1 季 −103 家
- 持有股數
- 7.74 億
- 較 2024 年第 1 季 −724.9 萬 (−0.9%)
- 總市值
- $1,988 億
- 較 2024 年第 1 季 −$359.7 億 (−15.3%)
- 新進機構
- 182
- 另有 1,241 家加碼
- 清倉機構
- 285
- 另有 965 家減碼
另有 36 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 20,766 | $533.9 萬 | 0.07% | −2,325−10.1% | 減碼 |
| Westbourne Investment Advisors, Inc. | 20,674 | $531.5 萬 | 1.93% | +234+1.1% | 加碼 |
| Checchi Capital Advisers, LLC | 20,649 | $530.9 萬 | 0.42% | −1,181−5.4% | 減碼 |
| Greater Midwest Financial Group, LLC | 20,768 | $530.2 萬 | 3.36% | +845+4.2% | 加碼 |
| LM Advisors LLC | 20,614 | $530.0 萬 | 0.01% | −3,476−14.4% | 減碼 |
| Eastover Investment Advisors LLC | 20,674 | $529.6 萬 | 2.53% | +663+3.3% | 加碼 |
| Mirabaud & Cie SA | 20,435 | $525.4 萬 | 1.78% | +2,501+13.9% | 加碼 |
| Y.D. More Investments Ltd | 20,405 | $524.6 萬 | 0.54% | −4,546−18.2% | 減碼 |
| Bridge Creek Capital Management LLC | 20,400 | $524.5 萬 | 1.69% | +26+0.1% | 加碼 |
| Bailard, Inc. | 20,380 | $524.0 萬 | 0.14% | +310+1.5% | 加碼 |
| Bulltick Wealth Management, LLC | 20,207 | $519.5 萬 | 1.46% | +12,434+160.0% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $517.2 萬 | 1.80% | 00.0% | 不變 |
| Clean Yield Group | 20,114 | $517.1 萬 | 1.93% | +19,653+4,263.1% | 加碼 |
| Axxcess Wealth Management, LLC | 20,091 | $516.6 萬 | 0.14% | +6,137+44.0% | 加碼 |
| Petredis Investment Advisors LLC | 20,078 | $516.2 萬 | 0.58% | −31−0.2% | 減碼 |
| Renaissance Investment Group LLC | 20,437 | $515.9 萬 | 1.12% | +3,954+24.0% | 加碼 |
| J. Safra Sarasin Holding AG | 20,062 | $515.8 萬 | 0.09% | +20,062 | 新進 |
| Miracle Mile Advisors, LLC | 20,040 | $515.2 萬 | 0.13% | +1,094+5.8% | 加碼 |
| UBS Oconnor LLC | 20,000 | $514.2 萬 | 0.15% | +5,000+33.3% | 加碼 |
| Verition Fund Management LLC | 19,594 | $503.8 萬 | 0.04% | −187,479−90.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 19,569 | $503.1 萬 | 1.30% | +1,306+7.2% | 加碼 |
| Ascent Group, LLC | 19,556 | $502.8 萬 | 0.41% | +2,581+15.2% | 加碼 |
| V-Square Quantitative Management LLC | 19,514 | $501.7 萬 | 0.81% | −891−4.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 19,490 | $501.1 萬 | 0.26% | +741+4.0% | 加碼 |
| Bouvel Investment Partners, LLC | 19,426 | $499.4 萬 | 1.93% | −69−0.4% | 減碼 |
| Advisors Asset Management, Inc. | 19,418 | $499.2 萬 | 0.10% | +3,191+19.7% | 加碼 |
| Meridian Wealth Advisors, LLC | 19,369 | $498.0 萬 | 0.89% | +150+0.8% | 加碼 |
| Equitable Holdings, Inc. | 19,364 | $497.8 萬 | 0.05% | +3,100+19.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,357 | $497.3 萬 | 0.21% | −154−0.8% | 減碼 |
| Univest Financial Corp | 19,194 | $493.5 萬 | 1.37% | −143−0.7% | 減碼 |
| Elite Wealth Management, Inc. | 19,157 | $492.5 萬 | 1.08% | −545−2.8% | 減碼 |
| Summit Financial, LLC | 19,090 | $490.8 萬 | 0.22% | +10,515+122.6% | 加碼 |
| NorthRock Partners, LLC | 19,024 | $489.1 萬 | 0.18% | −404−2.1% | 減碼 |
| Cullen Investment Group, Ltd. | 18,998 | $488.4 萬 | 0.78% | −1,017−5.1% | 減碼 |
| Peapack Gladstone Financial Corp | 18,970 | $487.6 萬 | 0.07% | −284−1.5% | 減碼 |
| Sendero Wealth Management, LLC | 18,929 | $486.7 萬 | 0.82% | +7,286+62.6% | 加碼 |
| Sawyer & Company, Inc | 18,815 | $483.7 萬 | 1.92% | +30+0.2% | 加碼 |
| We Are One Seven, LLC | 18,813 | $483.7 萬 | 0.23% | +6,675+55.0% | 加碼 |
| HBW Advisory Services LLC | 18,670 | $480.0 萬 | 0.80% | −1,441−7.2% | 減碼 |
| First Horizon Advisors, Inc. | 18,649 | $479.5 萬 | 0.15% | −119−0.6% | 減碼 |
| HB Wealth Management, LLC | 18,639 | $479.2 萬 | 0.06% | −35−0.2% | 減碼 |
| Bray Capital Advisors | 18,441 | $474.1 萬 | 1.19% | −160−0.9% | 減碼 |
| Diversify Wealth Management, LLC | 19,833 | $474.0 萬 | 0.59% | +19,833 | 新進 |
| YHB Investment Advisors, Inc. | 18,422 | $473.6 萬 | 0.41% | +1,132+6.5% | 加碼 |
| Wealth Advisors of Tampa Bay, LLC | 18,358 | $472.0 萬 | 2.20% | +155+0.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 18,356 | $471.9 萬 | 0.19% | +1,937+11.8% | 加碼 |
| Caldwell Trust Co | 18,352 | $471.8 萬 | 0.52% | −981−5.1% | 減碼 |
| Hills Bank & Trust Co | 18,345 | $471.6 萬 | 0.38% | +1,950+11.9% | 加碼 |
| Woodmont Investment Counsel LLC | 18,257 | $469.4 萬 | 0.38% | +361+2.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 18,233 | $468.8 萬 | 0.72% | −3,745−17.0% | 減碼 |
| Mission Wealth Management, LP | 18,217 | $468.4 萬 | 0.13% | −3,865−17.5% | 減碼 |
| Garde Capital, Inc. | 18,206 | $468.1 萬 | 0.33% | −994−5.2% | 減碼 |
| Ostrum Asset Management | 18,184 | $467.5 萬 | 0.41% | −7,123−28.1% | 減碼 |
| Signaturefd, LLC | 18,028 | $463.5 萬 | 0.09% | −957−5.0% | 減碼 |
| Gifford Fong Associates | 18,009 | $463.0 萬 | 1.23% | 00.0% | 不變 |
| Ally Financial Inc. | 18,000 | $462.8 萬 | 0.57% | +10,320+134.4% | 加碼 |
| Brady Family Wealth, LLC | 17,957 | $461.7 萬 | 1.49% | +822+4.8% | 加碼 |
| Harbour Capital Advisors, LLC | 17,916 | $459.0 萬 | 1.09% | −119−0.7% | 減碼 |
| Red Door Wealth Management, LLC | 17,652 | $453.8 萬 | 0.80% | +2,048+13.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 17,570 | $451.7 萬 | 0.34% | +892+5.3% | 加碼 |
| Independent Financial Group, LLC | 17,543 | $451.0 萬 | 0.18% | −841−4.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 17,521 | $450.5 萬 | 1.03% | +2,950+20.2% | 加碼 |
| Oak Associates, Ltd | 17,445 | $448.5 萬 | 0.30% | −765−4.2% | 減碼 |
| NewSquare Capital LLC | 17,408 | $447.6 萬 | 0.39% | +1,588+10.0% | 加碼 |
| BNC Wealth Management, LLC | 17,374 | $446.7 萬 | 1.66% | +2,701+18.4% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 17,266 | $443.9 萬 | 0.31% | −2,267−11.6% | 減碼 |
| Gateway Advisory, LLC | 17,127 | $440.4 萬 | 0.75% | +532+3.2% | 加碼 |
| CenterBook Partners LP | 17,029 | $437.8 萬 | 0.27% | +3,547+26.3% | 加碼 |
| Ardsley Advisory Partners LP | 17,000 | $437.1 萬 | 0.79% | −4,800−22.0% | 減碼 |
| South State Corp. | 16,995 | $436.9 萬 | 0.32% | −391−2.2% | 減碼 |
| Hudson Capital Management LLC | 16,979 | $436.5 萬 | 1.47% | +2,186+14.8% | 加碼 |
| Cabot Wealth Management Inc | 16,930 | $435.3 萬 | 0.57% | −316−1.8% | 減碼 |
| FRG Family Wealth Advisors LLC | 18,222 | $434.4 萬 | 0.84% | −275−1.5% | 減碼 |
| Parsons Capital Management Inc | 16,864 | $433.6 萬 | 0.30% | −1,724−9.3% | 減碼 |
| First Interstate Bank | 16,863 | $433.5 萬 | 0.29% | −152−0.9% | 減碼 |
| Boston Private Wealth LLC | 16,834 | $432.8 萬 | 0.11% | −3,681−17.9% | 減碼 |
| D L Carlson Investment Group Inc | 16,824 | $432.5 萬 | 0.83% | −3,675−17.9% | 減碼 |
| Timber Creek Capital Management LLC | 16,780 | $431.4 萬 | 1.30% | +380+2.3% | 加碼 |
| Alliance Wealth Advisors, LLC | 16,719 | $429.9 萬 | 1.26% | +376+2.3% | 加碼 |
| Kerrisdale Advisers, LLC | 16,651 | $428.1 萬 | 1.34% | +3,690+28.5% | 加碼 |
| Prentiss Smith & Co Inc | 16,638 | $427.8 萬 | 2.98% | −128−0.8% | 減碼 |
| Keystone Investors Pte Ltd | 16,631 | $427.6 萬 | 0.36% | +7,355+79.3% | 加碼 |
| Northeast Financial Consultants Inc | 16,628 | $427.5 萬 | 0.20% | +2,055+14.1% | 加碼 |
| Farther Finance Advisors, LLC | 16,686 | $427.5 萬 | 0.21% | +5,914+54.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 16,599 | $426.8 萬 | 0.33% | −1,291−7.2% | 減碼 |
| Coldstream Capital Management Inc | 16,570 | $426.0 萬 | 0.10% | −633−3.7% | 減碼 |
| Condor Capital Management | 16,528 | $424.9 萬 | 0.41% | −80−0.5% | 減碼 |
| WCG Wealth Advisors LLC | 16,448 | $422.9 萬 | 0.31% | +5,020+43.9% | 加碼 |
| De Burlo Group Inc | 16,424 | $422.3 萬 | 0.57% | −4,720−22.3% | 減碼 |
| David J Yvars Group | 16,394 | $421.5 萬 | 2.64% | −168−1.0% | 減碼 |
| Merit Financial Group, LLC | 16,353 | $420.4 萬 | 0.09% | +532+3.4% | 加碼 |
| Pegasus Asset Management, Inc. | 16,312 | $419.4 萬 | 1.61% | +154+1.0% | 加碼 |
| Invst, LLC | 16,318 | $418.1 萬 | 0.46% | +1,455+9.8% | 加碼 |
| Whalerock Point Partners, LLC | 16,249 | $417.8 萬 | 1.12% | +60+0.4% | 加碼 |
| Zions Bancorporation, N.A. | 16,203 | $416.6 萬 | 0.33% | −2,493−13.3% | 減碼 |
| Canandaigua National Bank & Trust Co | 16,194 | $416.3 萬 | 0.45% | −863−5.1% | 減碼 |
| AlTi Global, Inc. | 16,127 | $414.6 萬 | 0.11% | +3,465+27.4% | 加碼 |
| Azzad Asset Management Inc | 16,124 | $414.6 萬 | 0.49% | +110+0.7% | 加碼 |
| Meeder Advisory Services, Inc. | 16,097 | $413.9 萬 | 0.29% | +4,362+37.2% | 加碼 |
| Linscomb & Williams, Inc. | 16,058 | $412.9 萬 | 0.21% | +154+1.0% | 加碼 |