证券记录 · 已归档季度
CRM
Salesforce, Inc. · Technology · Software - Application
28被追踪持有人
+1Δ持有人
135.05M持有股份
$45.16B报告持仓市值
+1新建仓位
−0清仓
动量输入(同类管理人):
持有人广度 +3.7% ·
股份流向 -4.0% ·
净新建仓位 +3.6%
· 公式
持有人分散化:持有人数增多,合计持仓比例缩小。
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 2.48M | $552.84M | n/a | n/a |
| Q2 2026 | 182 | +2 | 576.33M | $90.37B | +7 | −4 |
| Q1 2026 | 182 | -7 | 605.20M | $113.15B | +1 | −9 |
| Q4 2025 | 188 | -1 | 639.71M | $169.35B | +1 | −1 |
| Q3 2025 | 31 | -1 | 361.97M | $85.79B | n/a | −2 |
| Q2 2025 | 30 | -1 | 311.26M | $84.88B | n/a | −1 |
| Q1 2025 | 28 | 0 | 129.26M | $34.67B | +2 | −2 |
| Q4 2024 | 28 | +1 | 135.05M | $45.16B | +1 | n/a |
| Q3 2024 | 26 | +1 | 91.78M | $25.10B | +3 | −2 |
| Q2 2024 | 25 | n/a | 88.66M | $22.78B | n/a | n/a |
持有人 · Q4 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (被动) | 48.95M | n/a | $16.38B | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 19.96M | +0.9% | $6.66B | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Fisher Asset Management ✦ | 12.45M | +1.4% | $4.16B | 1.7% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (被动) | 10.77M | +5.2% | $3.60B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 5 | Capital World Investors ✦ | 8.99M | -24.7% | $3.01B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 8.94M | +23.2% | $2.99B | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 8.37M | -3.9% | $2.80B | 0.5% | ▼ Trim | 3 | SEC ↗ ×8 |
| 8 | ValueAct Capital ✦ | 2.90M | -63.0% | $969.06M | 22.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 1.64M | +5141.1% | $548.18M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Lone Pine Capital ✦ | 1.57M | -33.0% | $523.29M | 3.9% | ▼ Trim | 2 | SEC ↗ |
| 11 | Harris Associates (Oakmark) ✦ | 1.33M | -73.5% | $445.16M | 0.7% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Marshall Wace ✦ | 1.32M | +270.4% | $442.72M | 0.6% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Viking Global Investors ✦ | 1.21M | +122.5% | $405.03M | 1.3% | ▲ Add | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 977.28K | +37.0% | $326.73M | 0.4% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Point72 Asset Management ✦ | 888.77K | 新增 | $297.14M | 0.8% | New | 1 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 863.84K | -2.2% | $288.81M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 580.79K | +265.6% | $194.17M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 18 | Starboard Value ✦ | 559.26K | -61.2% | $186.98M | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 502.43K | +85.8% | $167.98M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 20 | PRIMECAP Management ✦ | 501.60K | -1.5% | $167.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 410.06K | +113.2% | $137.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 333.44K | +38.8% | $111.48M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 327.95K | -15.0% | $109.64M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 24 | Soros Fund Management ✦ | 297.42K | +90.2% | $99.44M | 2.5% | ▲ Add | 2 | SEC ↗ |
| 25 | Altimeter Capital ✦ | 271.73K | -40.6% | $90.85M | 1.6% | ▼ Trim | 3 | SEC ↗ |
| 26 | Two Sigma Investments ✦ | 120.61K | +1004.9% | $40.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 20.61K | -35.9% | $6.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | GAMCO Investors ✦ | 2.38K | -10.3% | $797,377 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $297.14M | 0.8% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 2,648 持有人, 729.50M 股份, $132.18B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
Sep 18
Kirk David Blair
Director · 4.18K 股 @ 239.33 · $999,451
公开市场卖出 (S)
Sep 04
Conway Craig
Director · 3.08K 股 · $803,363
Sep 04
Conway Craig
Director · 1.42K 股 · $369,383
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2024 ·
方法论 ·
通过API获取此数据