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 4 季 13F 持有人
Salesforce, Inc. 在 2024/12/31 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
- 3,109
- 較 2024 年第 3 季 +505 家
- 持有股數
- 7.75 億
- 較 2024 年第 3 季 +1,500 萬 (+2.0%)
- 總市值
- $2,587 億
- 較 2024 年第 3 季 +$507.4 億 (+24.4%)
- 新進機構
- 592
- 另有 1,197 家加碼
- 清倉機構
- 87
- 另有 1,029 家減碼
另有 52 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Waverton Investment Management Ltd | 3,073 | $102.8 萬 | 0.02% | −4,360−58.7% | 減碼 |
| Forefront Wealth Partners, LLC | 3,078 | $102.9 萬 | 0.77% | +3,078 | 新進 |
| Brown Capital Management LLC | 3,087 | $103.2 萬 | 0.02% | −430−12.2% | 減碼 |
| Quent Capital, LLC | 3,088 | $103.2 萬 | 0.11% | +68+2.3% | 加碼 |
| Himension Fund | 3,111 | $104.0 萬 | 0.07% | +3,111 | 新進 |
| Strait & Sound Wealth Management LLC | 3,119 | $104.3 萬 | 0.48% | +59+1.9% | 加碼 |
| Liberty One Investment Management, LLC | 3,126 | $104.5 萬 | 0.11% | −571−15.4% | 減碼 |
| Canandaigua National Trust Co of Florida | 3,140 | $105.0 萬 | 0.82% | −5−0.2% | 減碼 |
| Roxbury Financial LLC | 3,188 | $105.2 萬 | 1.01% | +3,188 | 新進 |
| Oxford Wealth Group, LLC | 3,149 | $105.3 萬 | 0.68% | −130−4.0% | 減碼 |
| Capital Management Associates | 3,150 | $105.3 萬 | 1.24% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 3,154 | $105.4 萬 | 0.23% | −869−21.6% | 減碼 |
| Alpha Cubed Investments, LLC | 3,155 | $105.5 萬 | 0.05% | +16+0.5% | 加碼 |
| Bond & Devick Financial Network, Inc. | 3,871 | $106.0 萬 | 0.45% | 00.0% | 不變 |
| Alta Advisers Ltd | 3,170 | $106.0 萬 | 0.67% | +470+17.4% | 加碼 |
| Argyle Capital Partners, LLC | 3,172 | $106.0 萬 | 0.91% | +3,172 | 新進 |
| Wolff Wiese Magana LLC | 3,173 | $106.1 萬 | 0.70% | −62−1.9% | 減碼 |
| SPC Financial, Inc. | 3,185 | $106.5 萬 | 0.09% | +1,190+59.6% | 加碼 |
| Cromwell Holdings LLC | 3,188 | $106.7 萬 | 0.62% | 00.0% | 不變 |
| Future Fund LLC | 3,216 | $107.5 萬 | 3.07% | −2,849−47.0% | 減碼 |
| EPIQ Capital Group, LLC | 3,214 | $107.6 萬 | 0.28% | +72+2.3% | 加碼 |
| Formidable Asset Management, LLC | 3,229 | $108.0 萬 | 0.18% | −105−3.1% | 減碼 |
| Meridian Investment Counsel Inc. | 3,230 | $108.0 萬 | 0.32% | +217+7.2% | 加碼 |
| Focus Financial Network, Inc. | 3,238 | $108.2 萬 | 0.04% | −1,028−24.1% | 減碼 |
| TFG Advisers LLC | 3,238 | $108.3 萬 | 0.39% | +163+5.3% | 加碼 |
| Monetary Management Group Inc | 3,240 | $108.3 萬 | 0.28% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 19,646 | $108.4 萬 | 0.19% | −9,044−31.5% | 減碼 |
| Probity Advisors, Inc. | 3,249 | $108.6 萬 | 0.21% | +86+2.7% | 加碼 |
| Correct Capital Wealth Management | 3,256 | $108.9 萬 | 0.22% | +87+2.7% | 加碼 |
| Roberts Capital Advisors, LLC | 3,262 | $109.1 萬 | 0.91% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 3,262 | $109.1 萬 | 0.36% | +220+7.2% | 加碼 |
| TBH Global Asset Management, LLC | 3,262 | $109.1 萬 | 0.26% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 3,305 | $110.5 萬 | 0.05% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,351 | $110.8 萬 | 0.09% | −999,497−99.7% | 減碼 |
| Great Diamond Partners, LLC | 3,322 | $111.1 萬 | 0.29% | −27−0.8% | 減碼 |
| Principal Street Partners, LLC | 3,323 | $111.1 萬 | 0.22% | +26+0.8% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,324 | $111.2 萬 | 0.19% | −42−1.2% | 減碼 |
| Twin City Private Wealth, LLC | 3,321 | $111.2 萬 | 0.98% | +97+3.0% | 加碼 |
| Garden State Investment Advisory Services LLC | 3,326 | $111.4 萬 | 0.34% | +52+1.6% | 加碼 |
| Marcum Wealth, LLC | 3,337 | $111.6 萬 | 0.10% | +208+6.6% | 加碼 |
| Voleon Capital Management LP | 3,337 | $111.6 萬 | 0.08% | +3,337 | 新進 |
| Essex Financial Services, Inc. | 3,358 | $112.3 萬 | 0.08% | +90+2.8% | 加碼 |
| Sax Wealth Advisors, LLC | 3,364 | $112.5 萬 | 0.09% | +1,465+77.1% | 加碼 |
| Prossimo Advisors, LLC | 3,366 | $112.5 萬 | 0.81% | +32+1.0% | 加碼 |
| David J Yvars Group | 3,370 | $112.7 萬 | 0.69% | −10−0.3% | 減碼 |
| Coppell Advisory Solutions LLC | 3,371 | $112.9 萬 | 0.16% | +2,623+350.7% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,380 | $113.0 萬 | 0.59% | +153+4.7% | 加碼 |
| KG&L Capital Management,LLC | 3,388 | $113.3 萬 | 0.36% | +10.0% | 加碼 |
| Burford Brothers, Inc. | 3,397 | $113.6 萬 | 0.56% | +106+3.2% | 加碼 |
| FLC Capital Advisors | 3,400 | $113.7 萬 | 0.26% | 00.0% | 不變 |
| New Millennium Group LLC | 3,404 | $113.8 萬 | 0.67% | +171+5.3% | 加碼 |
| Harbour Investments, Inc. | 3,407 | $113.9 萬 | 0.03% | +300+9.7% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,409 | $114.0 萬 | 0.82% | +373+12.3% | 加碼 |
| Sustainable Insight Capital Management, LLC | 3,411 | $114.0 萬 | 0.50% | +1,912+127.6% | 加碼 |
| Mather Group, LLC. | 3,426 | $114.5 萬 | 0.01% | +357+11.6% | 加碼 |
| Delaney Dennis R | 3,428 | $114.6 萬 | 0.60% | +3,428 | 新進 |
| Investment Partners Asset Management, Inc. | 3,444 | $115.1 萬 | 0.90% | −2−0.1% | 減碼 |
| Flynn Zito Capital Management, LLC | 3,456 | $115.5 萬 | 0.54% | −22−0.6% | 減碼 |
| XML Financial, LLC | 3,486 | $116.5 萬 | 0.11% | −3−0.1% | 減碼 |
| Kraematon Investment Advisors, Inc | 3,497 | $116.9 萬 | 1.16% | −117−3.2% | 減碼 |
| L2 Asset Management, LLC | 3,508 | $117.3 萬 | 0.26% | −240−6.4% | 減碼 |
| Callan Capital, LLC | 3,508 | $117.3 萬 | 0.09% | +738+26.6% | 加碼 |
| Fearless Solutions, LLC dba Best Invest | 3,518 | $117.6 萬 | 0.90% | +3,518 | 新進 |
| Ausdal Financial Partners, Inc. | 3,519 | $117.6 萬 | 0.10% | +1,223+53.3% | 加碼 |
| Rothschild Investment LLC | 3,523 | $117.8 萬 | 0.08% | −40,835−92.1% | 減碼 |
| Moseley Investment Management Inc | 3,524 | $117.8 萬 | 0.46% | +801+29.4% | 加碼 |
| Sky Investment Group LLC | 3,527 | $117.9 萬 | 0.22% | −15−0.4% | 減碼 |
| DB Fitzpatrick & Co, Inc | 3,530 | $118.0 萬 | 1.08% | −1,548−30.5% | 減碼 |
| Malaga Cove Capital, LLC | 3,537 | $118.3 萬 | 0.46% | −5−0.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,541 | $118.4 萬 | 0.18% | −151−4.1% | 減碼 |
| New Insight Wealth Advisors | 3,547 | $118.6 萬 | 0.59% | −3,346−48.5% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,578 | $119.6 萬 | 0.29% | −12−0.3% | 減碼 |
| Watts Gwilliam & Co., LLC | 3,684 | $119.7 萬 | 0.25% | −213−5.5% | 減碼 |
| Lokken Investment Group LLC | 3,593 | $120.1 萬 | 0.52% | +60+1.7% | 加碼 |
| Connecticut Wealth Management, LLC | 3,615 | $120.9 萬 | 0.06% | +1,644+83.4% | 加碼 |
| IFC Advisors LLC | 3,617 | $120.9 萬 | 0.26% | +3,617 | 新進 |
| Evelyn Partners Investment Management Services Ltd | 3,618 | $121.0 萬 | 0.21% | +3,618 | 新進 |
| MWA Asset Management | 3,620 | $121.0 萬 | 0.81% | −203−5.3% | 減碼 |
| Grant Private Wealth Management Inc | 3,622 | $121.1 萬 | 1.31% | +3,622 | 新進 |
| Texas Bank & Trust Co | 3,625 | $121.2 萬 | 0.50% | +3,625 | 新進 |
| Curbstone Financial Management Corp | 3,626 | $121.2 萬 | 0.26% | −50−1.4% | 減碼 |
| Avantax Planning Partners, Inc. | 3,630 | $121.4 萬 | 0.04% | +216+6.3% | 加碼 |
| Prudent Man Advisors, LLC | 3,635 | $121.5 萬 | 0.44% | −235−6.1% | 減碼 |
| Americana Partners, LLC | 3,638 | $121.6 萬 | 0.05% | +422+13.1% | 加碼 |
| Visionary Wealth Advisors | 3,666 | $122.6 萬 | 0.07% | +427+13.2% | 加碼 |
| Baron Wealth Management LLC | 3,666 | $122.6 萬 | 0.58% | −10−0.3% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,669 | $122.7 萬 | 0.59% | −24−0.6% | 減碼 |
| Journey Strategic Wealth LLC | 3,678 | $123.0 萬 | 0.05% | +54+1.5% | 加碼 |
| Seed Wealth Management, Inc. | 3,685 | $123.2 萬 | 0.99% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 3,691 | $123.4 萬 | 0.05% | +891+31.8% | 加碼 |
| ORG Partners LLC | 3,692 | $123.5 萬 | 0.17% | +189+5.4% | 加碼 |
| Flow Traders U.S. LLC | 3,701 | $123.7 萬 | 0.05% | +3,701 | 新進 |
| Motiv8 Investments LLC | 3,715 | $124.2 萬 | 0.87% | +579+18.5% | 加碼 |
| Aspire Private Capital, LLC | 3,719 | $124.3 萬 | 0.31% | +15+0.4% | 加碼 |
| Strive Asset Management, LLC | 3,722 | $124.4 萬 | 0.93% | +3,722 | 新進 |
| Larson Financial Group LLC | 3,749 | $125.3 萬 | 0.06% | −520−12.2% | 減碼 |
| Anb Bank | 3,754 | $125.5 萬 | 0.55% | +3,754 | 新進 |
| Oder Investment Management, LLC | 3,758 | $125.6 萬 | 1.05% | −9−0.2% | 減碼 |
| Old Point Trust & Financial Services N A | 3,772 | $126.1 萬 | 0.44% | +50+1.3% | 加碼 |
| Nwam LLC | 3,777 | $126.3 萬 | 0.08% | −432−10.3% | 減碼 |