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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 15,621 | $522.3 萬 | 1.34% | +1,079+7.4% | 加碼 |
| Bray Capital Advisors | 15,596 | $521.4 萬 | 1.41% | −2,500−13.8% | 減碼 |
| De Burlo Group Inc | 15,564 | $520.4 萬 | 0.69% | −600−3.7% | 減碼 |
| Bey-Douglas LLC | 15,522 | $518.9 萬 | 4.47% | −67−0.4% | 減碼 |
| Symphony Financial, Ltd. Co. | 15,778 | $517.7 萬 | 0.81% | +878+5.9% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,424 | $515.7 萬 | 0.53% | +15,424 | 新進 |
| Ashton Thomas Private Wealth, LLC | 15,386 | $515.0 萬 | 0.20% | −170−1.1% | 減碼 |
| LGT Group Foundation | 15,388 | $514.5 萬 | 0.08% | −1,086−6.6% | 減碼 |
| Global Retirement Partners, LLC | 15,366 | $513.7 萬 | 0.15% | +1,341+9.6% | 加碼 |
| Savant Capital, LLC | 15,327 | $512.4 萬 | 0.04% | −72−0.5% | 減碼 |
| Sepio Capital, LP | 15,296 | $511.4 萬 | 0.41% | −511−3.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,221 | $509.4 萬 | 0.27% | −4,900−24.4% | 減碼 |
| Point72 Hong Kong Ltd | 15,221 | $508.9 萬 | 0.32% | +15,221 | 新進 |
| Arlington Financial Advisors, LLC | 15,198 | $508.1 萬 | 1.01% | −57−0.4% | 減碼 |
| Nicollet Investment Management, Inc. | 15,173 | $507.3 萬 | 1.74% | −70−0.5% | 減碼 |
| Clarity Capital Partners LLC | 15,136 | $506.0 萬 | 2.62% | +68+0.5% | 加碼 |
| Investment Research & Advisory Group, Inc. | 15,039 | $502.8 萬 | 2.10% | −130−0.9% | 減碼 |
| Progressive Investment Management Corp | 15,026 | $502.4 萬 | 1.29% | −123−0.8% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 15,001 | $501.5 萬 | 2.15% | −3,053−16.9% | 減碼 |
| Tritonpoint Wealth, LLC | 14,930 | $499.8 萬 | 0.45% | +392+2.7% | 加碼 |
| Trust Co of Toledo NA | 14,942 | $499.6 萬 | 0.65% | +370+2.5% | 加碼 |
| Atomi Financial Group, Inc. | 14,884 | $497.6 萬 | 0.25% | +2,885+24.0% | 加碼 |
| Penserra Capital Management LLC | 14,849 | $496.4 萬 | 0.09% | +6,024+68.3% | 加碼 |
| HBW Advisory Services LLC | 14,770 | $493.8 萬 | 0.73% | −1,402−8.7% | 減碼 |
| Sagespring Wealth Partners, LLC | 14,765 | $493.6 萬 | 0.13% | +14,765 | 新進 |
| Fifth Third Wealth Advisors LLC | 14,721 | $492.2 萬 | 0.27% | +731+5.2% | 加碼 |
| Charter Trust Co | 14,666 | $490.3 萬 | 0.32% | +627+4.5% | 加碼 |
| Aperture Investors, LLC | 14,615 | $488.6 萬 | 0.63% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 14,553 | $486.6 萬 | 0.07% | −1,378−8.6% | 減碼 |
| Stoneridge Investment Partners LLC | 14,506 | $485.0 萬 | 1.73% | −5,428−27.2% | 減碼 |
| Beech Hill Advisors, Inc. | 14,465 | $483.6 萬 | 1.81% | −270−1.8% | 減碼 |
| Cozad Asset Management Inc | 14,417 | $482.0 萬 | 0.45% | +143+1.0% | 加碼 |
| Modus Advisors, LLC | 14,406 | $481.7 萬 | 1.51% | +59+0.4% | 加碼 |
| Keeler Thomas Management LLC | 14,344 | $479.6 萬 | 1.71% | −256−1.8% | 減碼 |
| Spire Wealth Management | 14,333 | $479.2 萬 | 0.15% | −4,280−23.0% | 減碼 |
| Private Advisory Group LLC | 14,204 | $474.9 萬 | 0.53% | +716+5.3% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $473.3 萬 | 1.14% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 14,144 | $472.9 萬 | 0.17% | −90−0.6% | 減碼 |
| Western Wealth Management, LLC | 14,131 | $472.4 萬 | 0.25% | +1,213+9.4% | 加碼 |
| MUFG Securities Americas Inc. | 14,112 | $471.8 萬 | 0.60% | +14,112 | 新進 |
| Hixon Zuercher, LLC | 14,056 | $469.9 萬 | 1.81% | −767−5.2% | 減碼 |
| NBT Bank N A | 13,971 | $467.1 萬 | 0.33% | −358−2.5% | 減碼 |
| WD Rutherford LLC | 13,964 | $466.9 萬 | 2.21% | −17−0.1% | 減碼 |
| True North Advisors, LLC | 13,949 | $466.4 萬 | 1.10% | +12,146+673.7% | 加碼 |
| Fortis Capital Management LLC | 13,948 | $466.3 萬 | 0.87% | +3,164+29.3% | 加碼 |
| Sendero Wealth Management, LLC | 13,899 | $464.7 萬 | 0.69% | −8,768−38.7% | 減碼 |
| Vega Investment Solutions | 13,880 | $464.1 萬 | 3.82% | +13,880 | 新進 |
| Redwood Investments, LLC | 13,867 | $463.6 萬 | 1.24% | −131−0.9% | 減碼 |
| Jackson Hole Capital Partners, LLC | 13,807 | $461.6 萬 | 0.93% | +947+7.4% | 加碼 |
| Richard Bernstein Advisors LLC | 13,758 | $460.0 萬 | 0.10% | 00.0% | 不變 |
| Canal Capital Management, LLC | 13,752 | $459.8 萬 | 0.74% | +184+1.4% | 加碼 |
| M&G Plc | 13,634 | $455.4 萬 | 0.03% | −639−4.5% | 減碼 |
| Ritholtz Wealth Management | 13,616 | $455.2 萬 | 0.13% | +639+4.9% | 加碼 |
| XTX Topco Ltd | 13,572 | $453.8 萬 | 0.38% | +13,572 | 新進 |
| West Michigan Advisors, LLC | 13,552 | $453.1 萬 | 1.37% | +30+0.2% | 加碼 |
| Vickerman Investment Advisors, Inc. | 13,548 | $453.0 萬 | 1.23% | −2,284−14.4% | 減碼 |
| John G Ullman & Associates Inc | 13,525 | $452.2 萬 | 0.67% | −275−2.0% | 減碼 |
| KCM Investment Advisors LLC | 13,457 | $449.9 萬 | 0.16% | −409−2.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 13,341 | $446.0 萬 | 0.02% | −145,707−91.6% | 減碼 |
| First Hawaiian Bank | 13,326 | $445.5 萬 | 0.14% | +1,906+16.7% | 加碼 |
| Aptus Capital Advisors, LLC | 13,292 | $444.6 萬 | 0.05% | +4,375+49.1% | 加碼 |
| Ellsworth Advisors, LLC | 13,233 | $442.4 萬 | 1.16% | +12,437+1,562.4% | 加碼 |
| Davidson Capital Management Inc. | 13,189 | $440.9 萬 | 1.16% | +152+1.2% | 加碼 |
| Harrell Investment Partners, LLC | 13,104 | $438.1 萬 | 1.22% | +133+1.0% | 加碼 |
| Transamerica Financial Advisors, Inc. | 13,058 | $436.6 萬 | 0.43% | −356−2.7% | 減碼 |
| Oak Harvest Investment Services | 13,048 | $436.2 萬 | 0.61% | +3,557+37.5% | 加碼 |
| Courier Capital LLC | 12,995 | $434.5 萬 | 0.30% | −275−2.1% | 減碼 |
| Winch Advisory Services, LLC | 12,970 | $433.6 萬 | 1.13% | +163+1.3% | 加碼 |
| Highland Capital Management, LLC | 12,925 | $432.1 萬 | 0.25% | +12,925 | 新進 |
| Savoie Capital LLC | 12,900 | $431.3 萬 | 0.51% | 00.0% | 不變 |
| Icon Advisers Inc | 12,900 | $431.3 萬 | 0.97% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 12,730 | $425.6 萬 | 0.20% | −1,577−11.0% | 減碼 |
| Stelac Advisory Services LLC | 12,690 | $424.3 萬 | 1.65% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 12,635 | $422.4 萬 | 0.66% | −40.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 12,618 | $421.9 萬 | 0.80% | −1,075−7.9% | 減碼 |
| Otter Creek Advisors, LLC | 12,525 | $418.7 萬 | 2.88% | +12,525 | 新進 |
| Qtron Investments LLC | 12,504 | $418.0 萬 | 0.59% | −604−4.6% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 12,498 | $417.8 萬 | 0.74% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 12,492 | $417.6 萬 | 0.18% | −797−6.0% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 12,463 | $416.7 萬 | 1.41% | −341−2.7% | 減碼 |
| GAMMA Investing LLC | 12,441 | $415.9 萬 | 0.35% | +2,113+20.5% | 加碼 |
| Independence Bank of Kentucky | 12,439 | $415.9 萬 | 0.64% | −314−2.5% | 減碼 |
| Paradigm Financial Partners, LLC | 12,388 | $414.2 萬 | 0.52% | +967+8.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 12,234 | $409.0 萬 | 0.95% | +90+0.7% | 加碼 |
| Ashburton (Jersey) Ltd | 12,214 | $408.4 萬 | 1.80% | +12,214 | 新進 |
| Rockline Wealth Management, LLC | 12,212 | $408.3 萬 | 1.09% | +303+2.5% | 加碼 |
| Transatlantique Private Wealth LLC | 12,205 | $408.0 萬 | 1.55% | −712−5.5% | 減碼 |
| RFG Advisory, LLC | 12,151 | $406.2 萬 | 0.11% | +1,405+13.1% | 加碼 |
| Green Harvest Asset Management LLC | 12,136 | $405.7 萬 | 0.08% | −78−0.6% | 減碼 |
| Hancock Whitney Corp | 12,067 | $403.4 萬 | 0.13% | +1,260+11.7% | 加碼 |
| Finer Wealth Management, Inc. | 12,067 | $403.4 萬 | 2.31% | +15+0.1% | 加碼 |
| Silvercrest Asset Management Group LLC | 12,025 | $402.0 萬 | 0.03% | +10,269+584.8% | 加碼 |
| Harbor Investment Advisory, LLC | 28,649 | $401.2 萬 | 0.38% | −359−1.2% | 減碼 |
| Gunderson Capital Management Inc. | 11,992 | $400.9 萬 | 1.97% | +11,992 | 新進 |
| New Hampshire Trust | 11,965 | $400.0 萬 | 0.84% | +179+1.5% | 加碼 |
| Fidelis Capital Partners, LLC | 11,759 | $398.9 萬 | 0.40% | +1,437+13.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 11,918 | $398.5 萬 | 0.42% | +280+2.4% | 加碼 |
| Pitcairn Co | 11,905 | $398.0 萬 | 0.24% | +197+1.7% | 加碼 |
| OV Management LLC | 11,822 | $395.2 萬 | 1.84% | +665+6.0% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 11,750 | $392.8 萬 | 2.41% | +11,750 | 新進 |