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 |
|---|---|---|---|---|---|
| O'Neil Global Advisors, Inc. | 9,330 | $255.4 萬 | 0.65% | +9,330 | 新進 |
| Northstar Advisory Group, LLC | 9,328 | $255.3 萬 | 1.33% | −1,169−11.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 9,327 | $255.3 萬 | 0.74% | +424+4.8% | 加碼 |
| Norway Savings Bank | 9,318 | $255.0 萬 | 1.38% | +231+2.5% | 加碼 |
| Maxwell Wealth Strategies Inc. | 8,570 | $254.9 萬 | 1.08% | −1,017−10.6% | 減碼 |
| Boomfish Wealth Group, LLC | 9,312 | $254.9 萬 | 1.56% | +38+0.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,296 | $254.4 萬 | 0.04% | −304−3.2% | 減碼 |
| Missouri Trust & Investment Co | 9,276 | $253.9 萬 | 0.89% | +739+8.7% | 加碼 |
| Mirabaud & Cie SA | 9,275 | $253.9 萬 | 0.74% | −11,160−54.6% | 減碼 |
| Fulton Bank, N.A. | 9,269 | $253.7 萬 | 0.10% | +38+0.4% | 加碼 |
| DRW Securities, LLC | 9,262 | $253.5 萬 | 0.14% | −2,685−22.5% | 減碼 |
| Applied Finance Capital Management, LLC | 9,238 | $252.9 萬 | 0.11% | +951+11.5% | 加碼 |
| Principle Wealth Partners LLC | 9,224 | $252.5 萬 | 0.18% | +300+3.4% | 加碼 |
| WealthShield Partners, LLC | 9,204 | $252.2 萬 | 0.34% | −815−8.1% | 減碼 |
| Kovack Advisors, Inc. | 9,213 | $252.2 萬 | 0.27% | +1,690+22.5% | 加碼 |
| Valley National Advisers Inc | 9,204 | $251.8 萬 | 0.45% | +6,754+275.7% | 加碼 |
| Aft, Forsyth & Sober, LLC | 9,150 | $250.4 萬 | 0.82% | 00.0% | 不變 |
| Burns J W & Co Inc | 9,140 | $250.2 萬 | 0.33% | −624−6.4% | 減碼 |
| iA Global Asset Management Inc. | 9,135 | $250.0 萬 | 0.04% | +255+2.9% | 加碼 |
| Alps Advisors Inc | 9,123 | $249.7 萬 | 0.02% | −3,025−24.9% | 減碼 |
| Welch & Forbes LLC | 9,079 | $248.5 萬 | 0.03% | −165−1.8% | 減碼 |
| Financial Advocates Investment Management | 8,968 | $245.5 萬 | 0.14% | +120+1.4% | 加碼 |
| Triangle Securities Wealth Management | 8,947 | $244.9 萬 | 0.63% | −81−0.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 8,936 | $244.6 萬 | 0.15% | +1,435+19.1% | 加碼 |
| Aptus Capital Advisors, LLC | 8,917 | $244.1 萬 | 0.04% | +1,724+24.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 8,896 | $243.5 萬 | 0.57% | −1,582−15.1% | 減碼 |
| Schechter Investment Advisors, LLC | 8,882 | $243.1 萬 | 0.18% | −6,696−43.0% | 減碼 |
| Penserra Capital Management LLC | 8,825 | $241.5 萬 | 0.05% | +105+1.2% | 加碼 |
| Citizens & Northern Corp | 8,804 | $241.0 萬 | 0.72% | +635+7.8% | 加碼 |
| Interval Partners, LP | 8,742 | $239.3 萬 | 0.07% | +2,216+34.0% | 加碼 |
| Congress Park Capital LLC | 8,727 | $238.9 萬 | 0.89% | −388−4.3% | 減碼 |
| Adviser Investments LLC | 8,702 | $238.2 萬 | 0.03% | −329−3.6% | 減碼 |
| Private Trust Co NA | 8,696 | $238.0 萬 | 0.24% | −430−4.7% | 減碼 |
| Nishkama Capital, LLC | 8,690 | $237.9 萬 | 0.37% | +8,690 | 新進 |
| Bell Bank | 8,661 | $237.1 萬 | 0.28% | +173+2.0% | 加碼 |
| EFG Asset Management (North America) Corp. | 8,646 | $236.6 萬 | 0.40% | −2,010−18.9% | 減碼 |
| Semmax Financial Advisors Inc. | 6,925 | $236.3 萬 | 0.65% | +1,954+39.3% | 加碼 |
| Edge Capital Group, LLC | 8,542 | $233.8 萬 | 0.10% | +281+3.4% | 加碼 |
| Burney Co | 8,507 | $232.8 萬 | 0.08% | −20,975−71.1% | 減碼 |
| Little House Capital LLC | 8,505 | $232.8 萬 | 0.67% | +890+11.7% | 加碼 |
| Leo Wealth, LLC | 8,473 | $231.9 萬 | 0.21% | +783+10.2% | 加碼 |
| Forum Financial Management, LP | 8,468 | $231.8 萬 | 0.04% | +28+0.3% | 加碼 |
| LifePlan Financial, LLC | 8,463 | $231.6 萬 | 1.99% | +1,822+27.4% | 加碼 |
| Pinnacle Holdings, LLC | 8,451 | $231.3 萬 | 0.90% | −61−0.7% | 減碼 |
| Core Wealth Advisors, Inc. | 8,444 | $231.1 萬 | 0.74% | +329+4.1% | 加碼 |
| Central Pacific Bank - Trust Division | 8,434 | $230.8 萬 | 0.29% | −2,967−26.0% | 減碼 |
| Shorepoint Capital Partners LLC | 8,404 | $230.0 萬 | 0.52% | +1,063+14.5% | 加碼 |
| L.M. Kohn & Company | 8,348 | $228.5 萬 | 0.58% | −17−0.2% | 減碼 |
| AMG National Trust Bank | 8,325 | $227.9 萬 | 0.06% | −344−4.0% | 減碼 |
| Archford Capital Strategies, LLC | 7,790 | $227.2 萬 | 0.34% | −24−0.3% | 減碼 |
| Orin Green Financial, LLC | 8,270 | $226.4 萬 | 0.98% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 8,265 | $226.2 萬 | 0.12% | +1,182+16.7% | 加碼 |
| Chickasaw Capital Management LLC | 8,235 | $225.4 萬 | 0.10% | −60−0.7% | 減碼 |
| FOCUS Wealth Advisors, LLC | 8,208 | $224.7 萬 | 1.12% | −64−0.8% | 減碼 |
| Charter Oak Capital Management, LLC | 8,168 | $223.6 萬 | 0.21% | +29+0.4% | 加碼 |
| Nicolet Bankshares Inc | 8,125 | $222.4 萬 | 0.54% | −127−1.5% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 8,119 | $222.2 萬 | 0.98% | +186+2.3% | 加碼 |
| Charter Research & Investment Group, Inc. | 8,102 | $221.8 萬 | 1.64% | −5−0.1% | 減碼 |
| Mizuho Securities Co. Ltd. | 8,090 | $221.4 萬 | 5.45% | −1,910−19.1% | 減碼 |
| DeDora Capital, Inc. | 8,067 | $220.8 萬 | 0.62% | +387+5.0% | 加碼 |
| Signet Financial Management, LLC | 8,061 | $220.6 萬 | 0.28% | +2,197+37.5% | 加碼 |
| Shepherd Financial Partners LLC | 8,050 | $220.3 萬 | 0.27% | +127+1.6% | 加碼 |
| Nelson Capital Management, LLC | 8,039 | $220.0 萬 | 0.37% | +846+11.8% | 加碼 |
| Graypoint LLC | 8,034 | $219.9 萬 | 0.14% | −1,915−19.2% | 減碼 |
| Power Wealth Management LLC | 8,026 | $219.7 萬 | 0.94% | +904+12.7% | 加碼 |
| Navalign, LLC | 8,017 | $219.4 萬 | 0.65% | +81+1.0% | 加碼 |
| Unique Wealth Strategies, LLC | 8,016 | $219.4 萬 | 0.95% | +4,101+104.8% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $219.0 萬 | 0.65% | 00.0% | 不變 |
| IFP Advisors, Inc | 7,994 | $218.8 萬 | 0.08% | −191−2.3% | 減碼 |
| TrinityPoint Wealth, LLC | 7,934 | $217.2 萬 | 0.31% | +424+5.6% | 加碼 |
| South Dakota Investment Council | 7,928 | $217.0 萬 | 0.04% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 7,925 | $216.9 萬 | 0.19% | +134+1.7% | 加碼 |
| Stonegate Investment Group, LLC | 7,907 | $216.4 萬 | 0.06% | +14+0.2% | 加碼 |
| Bangor Savings Bank | 7,897 | $216.2 萬 | 0.20% | −200−2.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 7,868 | $215.4 萬 | 0.79% | +113+1.5% | 加碼 |
| Cinctive Capital Management LP | 7,868 | $215.4 萬 | 0.12% | +7,868 | 新進 |
| TSFG, LLC | 7,826 | $214.2 萬 | 0.47% | −914−10.5% | 減碼 |
| Albion Financial Group | 7,819 | $214.0 萬 | 0.15% | −31−0.4% | 減碼 |
| PFC Capital Group, Inc. | 7,820 | $214.0 萬 | 1.03% | +250+3.3% | 加碼 |
| Beaumont Asset Management, L.L.C. | 7,807 | $213.7 萬 | 1.24% | −1,245−13.8% | 減碼 |
| Norden Group LLC | 7,800 | $213.5 萬 | 0.25% | −4,207−35.0% | 減碼 |
| Thrive Wealth Management, LLC | 7,790 | $213.2 萬 | 0.39% | −442−5.4% | 減碼 |
| Field & Main Bank | 7,775 | $212.8 萬 | 0.76% | −72−0.9% | 減碼 |
| Waldron Private Wealth LLC | 7,772 | $212.7 萬 | 0.09% | +919+13.4% | 加碼 |
| RMR Wealth Builders | 7,770 | $212.7 萬 | 0.23% | −654−7.8% | 減碼 |
| Wealth Management Partners, LLC | 7,757 | $212.3 萬 | 0.98% | −286−3.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 7,753 | $212.2 萬 | 0.36% | −105−1.3% | 減碼 |
| Ascent Wealth Partners, LLC | 7,714 | $211.1 萬 | 0.29% | −8−0.1% | 減碼 |
| Umpqua Bank | 7,708 | $211.0 萬 | 0.77% | +34+0.4% | 加碼 |
| EPG Wealth Management LLC | 7,696 | $210.7 萬 | 0.53% | +7,696 | 加碼 |
| Compton Wealth Advisory Group, LLC | 7,692 | $210.5 萬 | 0.53% | +780+11.3% | 加碼 |
| Quadrant Capital Group LLC | 7,618 | $208.5 萬 | 0.14% | +60+0.8% | 加碼 |
| Wealth Alliance | 7,616 | $208.5 萬 | 0.25% | −1,416−15.7% | 減碼 |
| Mirabella Financial Services LLP | 7,684 | $208.1 萬 | 0.12% | −145−1.9% | 減碼 |
| Bay Rivers Group | 7,599 | $208.0 萬 | 1.03% | +166+2.2% | 加碼 |
| Wealthspire Advisors, LLC | 7,566 | $207.1 萬 | 0.02% | −152−2.0% | 減碼 |
| Financial Gravity Companies, Inc. | 7,543 | $206.5 萬 | 0.55% | +7,543 | 新進 |
| Ingalls & Snyder LLC | 7,534 | $206.2 萬 | 0.08% | +41+0.5% | 加碼 |
| Ameritas Advisory Services, LLC | 7,524 | $206.0 萬 | 0.09% | −344−4.4% | 減碼 |
| Cito Capital Group, LLC | 7,500 | $205.6 萬 | 0.77% | +250+3.4% | 加碼 |