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 3 季 13F 持有人
Salesforce, Inc. 在 2024/9/30 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
- 2,656
- 較 2024 年第 2 季 +57 家
- 持有股數
- 7.64 億
- 較 2024 年第 2 季 +6,584 萬 (+9.4%)
- 總市值
- $2,091 億
- 較 2024 年第 2 季 +$296.1 億 (+16.5%)
- 新進機構
- 217
- 另有 1,140 家加碼
- 清倉機構
- 160
- 另有 1,013 家減碼
另有 30 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 23,866 | $653.2 萬 | 0.19% | +110.0% | 加碼 |
| Summit Global Investments | 23,932 | $655.0 萬 | 0.42% | +21,699+971.7% | 加碼 |
| Pioneer Trust Bank N A | 23,999 | $656.9 萬 | 1.68% | +2,414+11.2% | 加碼 |
| AIA Group Ltd | 24,028 | $657.7 萬 | 0.17% | +1,962+8.9% | 加碼 |
| HB Wealth Management, LLC | 24,044 | $658.1 萬 | 0.07% | +5,405+29.0% | 加碼 |
| Asio Capital, LLC | 24,071 | $658.8 萬 | 1.25% | −17−0.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 24,099 | $659.6 萬 | 0.57% | +698+3.0% | 加碼 |
| Johnson Investment Counsel Inc | 24,149 | $661.0 萬 | 0.07% | −320−1.3% | 減碼 |
| Eastover Investment Advisors LLC | 24,174 | $661.7 萬 | 3.10% | +3,500+16.9% | 加碼 |
| Marietta Wealth Management, LLC | 24,271 | $664.3 萬 | 0.97% | +1,076+4.6% | 加碼 |
| Knollwood Investment Advisory, LLC | 24,312 | $665.4 萬 | 0.71% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 23,010 | $665.7 萬 | 0.14% | +6,440+38.9% | 加碼 |
| Modera Wealth Management, LLC | 24,341 | $666.2 萬 | 0.08% | +3,308+15.7% | 加碼 |
| Louisbourg Investments Inc. | 29,997 | $668.8 萬 | 1.69% | +1,530+5.4% | 加碼 |
| Spinnaker Trust | 24,681 | $675.5 萬 | 0.42% | −874−3.4% | 減碼 |
| Peloton Wealth Strategists | 24,827 | $679.5 萬 | 2.70% | +1,695+7.3% | 加碼 |
| Everence Capital Management Inc | 24,840 | $679.9 萬 | 0.43% | −4,320−14.8% | 減碼 |
| Zweig-DiMenna Associates LLC | 25,000 | $684.3 萬 | 0.69% | +23,500+1,566.7% | 加碼 |
| Sigma Planning Corp | 25,003 | $684.3 萬 | 0.21% | −989−3.8% | 減碼 |
| BDF-Gestion | 28,403 | $689.7 萬 | 1.13% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 25,409 | $692.7 萬 | 0.13% | +13,926+121.3% | 加碼 |
| Strategic Advisors LLC | 25,308 | $692.7 萬 | 1.29% | −20.0% | 減碼 |
| First Nebraska Trust Co | 25,479 | $697.4 萬 | 0.68% | −180−0.7% | 減碼 |
| Paloma Partners Management Co | 25,500 | $698.0 萬 | 0.37% | +25,500 | 新進 |
| SP Asset Management LLC | 25,597 | $700.6 萬 | 0.58% | +40+0.2% | 加碼 |
| Kornitzer Capital Management Inc | 25,662 | $702.4 萬 | 0.13% | −1,073−4.0% | 減碼 |
| Evergreen Capital Management LLC | 25,627 | $702.5 萬 | 0.24% | +1,727+7.2% | 加碼 |
| Apollon Wealth Management, LLC | 25,801 | $706.2 萬 | 0.20% | +1,434+5.9% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 25,973 | $710.9 萬 | 0.41% | +3,792+17.1% | 加碼 |
| Park Avenue Securities LLC | 26,004 | $711.7 萬 | 0.08% | −3,736−12.6% | 減碼 |
| Squarepoint Ops LLC | 26,089 | $714.1 萬 | 0.02% | −99,778−79.3% | 減碼 |
| Chartwell Investment Partners, LLC | 26,100 | $714.4 萬 | 0.25% | −5,433−17.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 26,183 | $716.6 萬 | 0.63% | +615+2.4% | 加碼 |
| Arrow Financial Corp | 26,235 | $718.1 萬 | 0.66% | +985+3.9% | 加碼 |
| IMC-Chicago, LLC | 26,248 | $718.4 萬 | 0.21% | +26,248 | 新進 |
| ClariVest Asset Management LLC | 28,128 | $723.2 萬 | 0.74% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 26,461 | $724.3 萬 | 1.17% | +560+2.2% | 加碼 |
| Guinness Atkinson Asset Management Inc | 26,592 | $727.8 萬 | 3.54% | +45+0.2% | 加碼 |
| Atlantic Union Bankshares Corp | 26,635 | $729.0 萬 | 0.42% | +4,564+20.7% | 加碼 |
| Phoenix Holdings Ltd. | 26,654 | $731.0 萬 | 0.11% | +2,784+11.7% | 加碼 |
| Bleakley Financial Group, LLC | 26,723 | $731.4 萬 | 0.22% | +1,615+6.4% | 加碼 |
| Empowered Funds, LLC | 26,725 | $731.5 萬 | 0.12% | −30,433−53.2% | 減碼 |
| FourThought Financial Partners, LLC | 26,769 | $732.7 萬 | 0.87% | +912+3.5% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 26,806 | $733.7 萬 | 0.62% | +1,708+6.8% | 加碼 |
| Veriti Management LLC | 26,944 | $737.5 萬 | 0.40% | +4,526+20.2% | 加碼 |
| Selkirk Management LLC | 27,000 | $739.0 萬 | 3.02% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 27,020 | $739.6 萬 | 0.11% | −117−0.4% | 減碼 |
| Selective Wealth Management, Inc. | 25,416 | $741.1 萬 | 3.08% | −1,908−7.0% | 減碼 |
| Shell Asset Management Co | 27,248 | $745.8 萬 | 0.33% | +27,248 | 新進 |
| Principal Securities, Inc. | 27,411 | $750.3 萬 | 0.18% | −8,337−23.3% | 減碼 |
| Dillon & Associates Inc | 27,584 | $755.8 萬 | 1.06% | +836+3.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 53,674 | $760.1 萬 | 0.23% | +1,486+2.8% | 加碼 |
| National Asset Management, Inc. | 27,599 | $763.9 萬 | 0.21% | −983−3.4% | 減碼 |
| Wetherby Asset Management Inc | 27,952 | $765.1 萬 | 0.35% | +413+1.5% | 加碼 |
| Grafton Street Partners Fund, LP | 28,095 | $769.0 萬 | 6.10% | −16,000−36.3% | 減碼 |
| Massmutual Trust Co FSB | 28,142 | $770.3 萬 | 0.22% | +319+1.1% | 加碼 |
| Cohen Klingenstein LLC | 28,300 | $774.6 萬 | 0.27% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 28,690 | $785.3 萬 | 0.54% | −2,637−8.4% | 減碼 |
| River Road Asset Management, LLC | 29,128 | $797.3 萬 | 0.10% | +13,882+91.1% | 加碼 |
| Harvey Capital Management Inc | 29,136 | $797.5 萬 | 1.99% | +20,661+243.8% | 加碼 |
| Wormser Freres Gestion | 29,072 | $798.1 萬 | 4.87% | +612+2.2% | 加碼 |
| Bank of Nova Scotia Trust Co | 29,268 | $801.1 萬 | 0.81% | +848+3.0% | 加碼 |
| First Trust Investment Solutions L.P. | 29,557 | $809.0 萬 | 0.91% | +26,606+901.6% | 加碼 |
| Fundamentun, LLC | 29,640 | $811.3 萬 | 0.57% | +2,236+8.2% | 加碼 |
| Lockheed Martin Investment Management Co | 29,660 | $811.8 萬 | 0.38% | −860−2.8% | 減碼 |
| SpiderRock Advisors, LLC | 29,726 | $813.6 萬 | 0.17% | −1,866−5.9% | 減碼 |
| Plato Investment Management Ltd | 29,864 | $816.6 萬 | 0.66% | +684+2.3% | 加碼 |
| Wedbush Securities Inc | 29,854 | $817.1 萬 | 0.30% | −3,192−9.7% | 減碼 |
| Callahan Advisors, LLC | 29,989 | $820.8 萬 | 0.80% | +1,909+6.8% | 加碼 |
| Sora Investors LLC | 30,000 | $821.1 萬 | 1.43% | −35,000−53.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 30,022 | $821.7 萬 | 0.34% | −1,184−3.8% | 減碼 |
| Pinnacle Associates Ltd | 31,664 | $833.2 萬 | 0.14% | +332+1.1% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 30,500 | $834.8 萬 | 0.45% | +945+3.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 30,712 | $840.6 萬 | 0.20% | −197−0.6% | 減碼 |
| Procyon Private Wealth Partners, LLC | 30,865 | $845.0 萬 | 0.58% | −307−1.0% | 減碼 |
| North Star Asset Management Inc | 30,912 | $846.1 萬 | 0.38% | +7,400+31.5% | 加碼 |
| First National Trust Co | 31,131 | $852.1 萬 | 0.33% | +316+1.0% | 加碼 |
| Citadel Advisors LLC | 31,284 | $856.3 萬 | 0.01% | −278,498−89.9% | 減碼 |
| Level Four Advisory Services, LLC | 29,526 | $860.3 萬 | 0.36% | −60.0% | 減碼 |
| Foundations Investment Advisors, LLC | 31,721 | $868.2 萬 | 0.18% | +4,891+18.2% | 加碼 |
| Meyer Handelman Co | 32,081 | $878.1 萬 | 0.30% | −3,010−8.6% | 減碼 |
| Gotham Asset Management, LLC | 32,153 | $880.1 萬 | 0.09% | −19,542−37.8% | 減碼 |
| Snowden Capital Advisors LLC | 32,358 | $887.0 萬 | 0.26% | −3,165−8.9% | 減碼 |
| Grassi Investment Management | 32,414 | $887.2 萬 | 0.77% | −749−2.3% | 減碼 |
| CMH Wealth Management LLC | 32,419 | $888.6 萬 | 2.09% | −182−0.6% | 減碼 |
| Ardsley Advisory Partners LP | 32,500 | $889.6 萬 | 1.68% | +15,500+91.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 32,504 | $889.7 萬 | 0.33% | −511−1.5% | 減碼 |
| Valeo Financial Advisors, LLC | 79,256 | $902.5 萬 | 0.26% | +1,695+2.2% | 加碼 |
| Keybank National Association | 33,012 | $903.6 萬 | 0.03% | +137+0.4% | 加碼 |
| Parus Finance (UK) Ltd | 33,170 | $907.9 萬 | 2.92% | +33,170 | 新進 |
| CAPROCK Group, Inc. | 33,142 | $908.5 萬 | 0.33% | −429−1.3% | 減碼 |
| Empirical Finance, LLC | 33,203 | $908.8 萬 | 0.53% | +757+2.3% | 加碼 |
| Silicon Valley Capital Partners | 33,278 | $910.9 萬 | 1.19% | −3,115−8.6% | 減碼 |
| Novare Capital Management LLC | 33,600 | $919.7 萬 | 0.78% | +285+0.9% | 加碼 |
| Dnca Finance | 33,800 | $925.1 萬 | 0.79% | −6,200−15.5% | 減碼 |
| Simmons Bank | 33,872 | $927.1 萬 | 0.67% | +907+2.8% | 加碼 |
| Partners Capital Investment Group, LLP | 34,139 | $934.4 萬 | 0.15% | −1,948−5.4% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 34,204 | $936.2 萬 | 1.00% | +182+0.5% | 加碼 |
| Channing Capital Management, LLC | 34,269 | $938.0 萬 | 0.24% | −107−0.3% | 減碼 |
| Bokf, NA | 33,776 | $948.8 萬 | 0.17% | −11,827−25.9% | 減碼 |