Salesforce, Inc.

CRM

交易所: NYSE
產業: Services-Prepackaged Software
SEC CIK: 0001108524

SEC 申報列表（在新分頁開啟）

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 2,492 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。

2021 年第 1 季 13F 持有人

Salesforce, Inc. 在 2021/3/31 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: 1,989; 2020 年第 4 季沒有完整的 13F 資料
持有股數: 7.14 億; 2020 年第 4 季沒有完整的 13F 資料
總市值: $1,513 億; 2020 年第 4 季沒有完整的 13F 資料

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。

持有機構家數2021 年第 1 季：1,989 家

持有市值2021 年第 1 季：$1,513 億

每季持有 CRM 的機構家數與市值
季度	家數	市值
2026 年第 2 季	2,492	$1,095 億
2026 年第 1 季	2,696	$1,379 億
2025 年第 4 季	2,959	$2,019 億
2025 年第 3 季	2,816	$1,798 億
2025 年第 2 季	2,960	$2,100 億
2025 年第 1 季	2,956	$2,091 億
2024 年第 4 季	3,110	$2,587 億
2024 年第 3 季	2,657	$2,091 億
2024 年第 2 季	2,630	$1,988 億
2024 年第 1 季	2,769	$2,357 億
2023 年第 4 季	2,601	$2,048 億
2023 年第 3 季	2,294	$1,551 億
2023 年第 2 季	2,301	$1,617 億
2023 年第 1 季	2,183	$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

2021 年第 1 季持有機構

每家機構持有 Salesforce, Inc. 的股數、市值與佔組合比重。

本站的 13F 資料從 2021 年第 1 季開始，所以 2021 年第 1 季不顯示較上季的變化。

2021 年第 1 季持有 CRM 的機構
機構	股數	市值	佔組合 %	股數變化	動作
Center for Financial Planning, Inc.	6,778	$143.6 萬	0.37%	–	–
PFS Investments Inc.	6,789	$143.8 萬	0.04%	–	–
Clark Capital Management Group, Inc.	6,792	$143.9 萬	0.02%	–	–
Moseley Investment Management Inc	6,847	$145.1 萬	0.80%	–	–
Chicago Partners Investment Group LLC	6,172	$145.3 萬	0.12%	–	–
Virtue Capital Management, LLC	6,867	$145.5 萬	0.34%	–	–
Arden Trust Co	6,875	$145.6 萬	0.25%	–	–
Wade G W & Inc	6,875	$145.7 萬	0.08%	–	–
Beacon Pointe Advisors, LLC	6,899	$146.7 萬	0.09%	–	–
Parcion Private Wealth LLC	6,939	$147.0 萬	0.17%	–	–
Cornerstone National Bank & Trust Co	6,954	$147.3 萬	0.69%	–	–
Moneta Group Investment Advisors LLC	6,976	$147.8 萬	0.08%	–	–
Bay Rivers Group	6,997	$148.2 萬	1.15%	–	–
Vigilare Wealth Management	7,023	$148.8 萬	1.06%	–	–
Midwest Wealth Management Inc.	7,032	$149.0 萬	1.21%	–	–
Derby & Company, Inc	7,066	$149.7 萬	0.34%	–	–
Investors Financial Group, LLC	7,068	$149.7 萬	0.88%	–	–
Emerson Point Capital LP	7,127	$151.0 萬	0.22%	–	–
Ironwood Investment Management LLC	7,137	$151.2 萬	0.80%	–	–
Bluestein R H & Co	7,160	$151.7 萬	0.06%	–	–
Capital Impact Advisors, LLC	7,173	$152.0 萬	0.53%	–	–
Laidlaw Wealth Management LLC	7,178	$152.1 萬	0.52%	–	–
Asset Management Corp	7,227	$153.1 萬	1.06%	–	–
Laffer Tengler Investments	7,228	$153.1 萬	0.58%	–	–
Sheaff Brock Investment Advisors, LLC	7,265	$153.9 萬	0.16%	–	–
Field & Main Bank	7,285	$154.3 萬	1.11%	–	–
Trust Asset Management LLC	7,295	$154.6 萬	0.21%	–	–
Caliber Wealth Management, LLC	7,324	$155.2 萬	1.13%	–	–
Apollon Wealth Management, LLC	7,340	$155.5 萬	0.30%	–	–
Gs Investments, Inc.	7,364	$156.0 萬	3.42%	–	–
180 Wealth Advisors, LLC	7,008	$156.0 萬	0.39%	–	–
Ballentine Partners, LLC	7,369	$156.1 萬	0.06%	–	–
Congress Park Capital LLC	7,375	$156.3 萬	0.87%	–	–
Abbrea Capital, LLC	7,383	$156.4 萬	0.26%	–	–
United Bank	7,383	$156.4 萬	1.10%	–	–
Montag A & Associates Inc	7,391	$156.6 萬	0.09%	–	–
Exchange Traded Concepts, LLC	7,397	$156.7 萬	0.06%	–	–
Acorn Financial Advisory Services Inc	7,401	$156.8 萬	0.57%	–	–
Dakota Wealth Management	7,419	$157.2 萬	0.21%	–	–
NVWM, LLC	7,446	$157.7 萬	0.63%	–	–
Navalign, LLC	7,454	$157.9 萬	0.70%	–	–
JT Stratford LLC	7,481	$158.5 萬	0.56%	–	–
Modus Advisors, LLC	7,484	$158.6 萬	0.73%	–	–
Summit Global Investments	7,528	$159.5 萬	0.10%	–	–
Itau Unibanco Holding S.A.	7,561	$160.2 萬	0.12%	–	–
Aldebaran Financial Inc.	7,564	$160.3 萬	1.51%	–	–
McKinley Capital Management LLC /Delaware	7,572	$160.4 萬	0.12%	–	–
Bell Bank	7,597	$161.0 萬	0.23%	–	–
TRUE Private Wealth Advisors	7,597	$161.0 萬	0.26%	–	–
BNC Wealth Management, LLC	7,601	$161.0 萬	1.14%	–	–
Oxler Private Wealth LLC	7,600	$161.0 萬	0.82%	–	–
Nicolet Bankshares Inc	7,614	$161.4 萬	0.45%	–	–
Fiduciary Planning LLC	7,634	$161.7 萬	2.44%	–	–
Eastern Bank	7,642	$161.9 萬	0.09%	–	–
Providence First Trust Co	7,656	$162.2 萬	0.80%	–	–
IFP Advisors, Inc	7,709	$163.5 萬	0.03%	–	–
Personal Cfo Solutions, LLC	7,758	$164.4 萬	0.36%	–	–
American National Registered Investment Advisor, Inc.	7,769	$164.6 萬	0.64%	–	–
Zions Bancorporation, N.A.	7,769	$164.6 萬	0.19%	–	–
Change Path, LLC	7,816	$165.6 萬	0.13%	–	–
Geier Asset Management, Inc.	7,407	$165.7 萬	1.21%	–	–
Aptus Capital Advisors, LLC	7,856	$166.5 萬	0.09%	–	–
Signaturefd, LLC	7,908	$167.5 萬	0.07%	–	–
Krilogy Financial LLC	7,906	$167.5 萬	0.18%	–	–
Penobscot Investment Management Company, Inc.	7,915	$167.7 萬	0.27%	–	–
Eagle Asset Management Inc	7,684	$168.0 萬	0.01%	–	–
Resources Management Corp	7,995	$169.4 萬	0.26%	–	–
Supplemental Annuity Collective Trust of NJ	8,000	$169.5 萬	0.59%	–	–
Inscription Capital, LLC	8,015	$169.8 萬	0.58%	–	–
Exane Derivatives	8,051	$170.6 萬	0.51%	–	–
West Branch Capital LLC	8,059	$170.7 萬	1.00%	–	–
First Pacific Advisors, LP	8,089	$171.4 萬	0.02%	–	–
Ascent Wealth Partners, LLC	8,094	$171.4 萬	0.37%	–	–
Virtu Financial LLC	8,108	$171.8 萬	0.12%	–	–
Viridian Ria, LLC	0	$171.9 萬	0.43%	–	–
Paradigm Financial Advisors, LLC	8,117	$172.0 萬	0.42%	–	–
Western Wealth Management, LLC	8,193	$173.6 萬	0.23%	–	–
IPG Investment Advisors LLC	8,239	$174.6 萬	0.34%	–	–
Shepherd Financial Partners LLC	8,259	$175.0 萬	0.39%	–	–
CX Institutional	8,260	$175.0 萬	0.16%	–	–
Wrapmanager Inc	8,263	$175.1 萬	0.49%	–	–
Trustmark National Bank Trust Department	8,280	$175.4 萬	0.15%	–	–
Flagship Harbor Advisors, LLC	8,324	$176.4 萬	0.20%	–	–
Intrust Bank NA	8,341	$176.7 萬	0.25%	–	–
Cito Capital Group, LLC	8,350	$176.9 萬	0.86%	–	–
Kempen Capital Management N.V.	8,358	$177.1 萬	0.08%	–	–
Harbour Investments, Inc.	8,377	$177.5 萬	0.06%	–	–
Elmwood Wealth Management, Inc.	8,378	$177.5 萬	1.08%	–	–
Callahan Advisors, LLC	8,478	$179.6 萬	0.24%	–	–
Hudson Canyon Capital Management	8,480	$179.7 萬	1.41%	–	–
Evergreen Capital Management LLC	8,517	$180.4 萬	0.09%	–	–
Townsend & Associates, Inc	8,522	$180.6 萬	1.17%	–	–
Bradley Mark J.	8,542	$180.9 萬	1.22%	–	–
Avitas Wealth Management LLC	8,602	$182.3 萬	0.36%	–	–
Equitable Holdings, Inc.	8,658	$183.4 萬	0.04%	–	–
GoalVest Advisory LLC	8,698	$184.3 萬	1.37%	–	–
Paradigm Asset Management Co LLC	8,700	$184.3 萬	0.49%	–	–
Guardian Capital Advisors LP	8,092	$184.5 萬	0.21%	–	–
Bank Ozk	8,709	$184.5 萬	0.85%	–	–
Ferris Capital, LLC	8,729	$184.9 萬	0.46%	–	–