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 2,492 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 2 季 13F 持有人
Salesforce, Inc. 在 2021/6/30 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
- 2,071
- 較 2021 年第 1 季 +108 家
- 持有股數
- 7.29 億
- 較 2021 年第 1 季 +2,109 萬 (+3.0%)
- 總市值
- $1,781 億
- 較 2021 年第 1 季 +$281.0 億 (+18.7%)
- 新進機構
- 214
- 另有 945 家加碼
- 清倉機構
- 106
- 另有 684 家減碼
另有 26 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 | 2,492 | $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 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Davidson Capital Management Inc. | 5,418 | $132.3 萬 | 0.64% | +20+0.4% | 加碼 |
| Heritage Trust Co | 5,435 | $132.7 萬 | 0.19% | −87−1.6% | 減碼 |
| Wealth Alliance | 5,456 | $133.3 萬 | 0.31% | −196−3.5% | 減碼 |
| Rossmore Private Capital | 5,463 | $133.4 萬 | 0.23% | +300+5.8% | 加碼 |
| Bridgefront Capital, LLC | 5,520 | $134.8 萬 | 0.51% | +5,520 | 新進 |
| Fukoku Mutual Life Insurance Co | 5,530 | $135.1 萬 | 0.11% | 00.0% | 不變 |
| Ritholtz Wealth Management | 5,548 | $135.5 萬 | 0.10% | +1,246+29.0% | 加碼 |
| NVWM, LLC | 5,552 | $135.6 萬 | 0.49% | −1,894−25.4% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 5,592 | $136.6 萬 | 1.04% | −39−0.7% | 減碼 |
| Davenport & Co LLC | 5,599 | $136.6 萬 | 0.01% | +3,456+161.3% | 加碼 |
| Chickasaw Capital Management LLC | 5,609 | $137.0 萬 | 0.06% | +125+2.3% | 加碼 |
| Kistler-Tiffany Companies, LLC | 5,664 | $138.4 萬 | 0.32% | +80+1.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 5,833 | $138.6 萬 | 0.02% | +5,833 | 新進 |
| Intrua Financial, LLC | 5,729 | $138.8 萬 | 0.33% | −48−0.8% | 減碼 |
| PSI Advisors, LLC | 5,702 | $139.2 萬 | 0.73% | −36−0.6% | 減碼 |
| Avantax Planning Partners, Inc. | 5,702 | $139.3 萬 | 0.07% | −767−11.9% | 減碼 |
| Cavalier Investments, LLC | 5,743 | $140.2 萬 | 0.51% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 5,740 | $140.2 萬 | 0.45% | +459+8.7% | 加碼 |
| Optas, LLC | 5,753 | $140.6 萬 | 0.40% | +2,191+61.5% | 加碼 |
| Moody Lynn & Lieberson, LLC | 5,773 | $141.0 萬 | 0.11% | −55−0.9% | 減碼 |
| Columbia Trust Co 01012016 | 5,773 | $141.0 萬 | 0.80% | +396+7.4% | 加碼 |
| WT Wealth Management | 5,779 | $141.2 萬 | 0.57% | +575+11.0% | 加碼 |
| Wakefield Asset Management LLLP | 5,781 | $141.2 萬 | 0.53% | +5,781 | 新進 |
| Wealth Management Partners, LLC | 5,811 | $141.9 萬 | 0.99% | −138−2.3% | 減碼 |
| Brookfield Asset Management Inc. | 5,820 | $142.2 萬 | 0.01% | +1,940+50.0% | 加碼 |
| Barrett Asset Management, LLC | 5,832 | $142.5 萬 | 0.07% | −25−0.4% | 減碼 |
| Blue Square Asset Management, LLC | 5,874 | $143.5 萬 | 0.88% | +5,874 | 新進 |
| GFG Capital, LLC | 5,877 | $143.6 萬 | 0.43% | +4+0.1% | 加碼 |
| Meristem Family Wealth, LLC | 5,881 | $143.7 萬 | 0.23% | +1,605+37.5% | 加碼 |
| Sanders Morris Harris LLC | 5,761 | $144.1 萬 | 0.28% | −20−0.3% | 減碼 |
| Legacy Wealth Partners, Inc. | 5,936 | $145.0 萬 | 0.81% | +4,558+330.8% | 加碼 |
| HBK Sorce Advisory LLC | 5,976 | $146.0 萬 | 0.08% | +893+17.6% | 加碼 |
| EPG Wealth Management LLC | 5,981 | $146.1 萬 | 0.62% | −62−1.0% | 減碼 |
| Signature Wealth Management Group | 6,010 | $146.8 萬 | 0.82% | +818+15.8% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 6,028 | $147.2 萬 | 0.54% | −450−6.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,035 | $147.4 萬 | 0.49% | +253+4.4% | 加碼 |
| Voya Financial Advisors, Inc. | 6,010 | $147.7 萬 | 0.19% | −21,384−78.1% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 6,045 | $147.7 萬 | 0.93% | −35−0.6% | 減碼 |
| Rosenbaum Jay D. | 6,043 | $147.7 萬 | 2.45% | −20−0.3% | 減碼 |
| Cribstone Capital Management, LLC | 6,049 | $147.8 萬 | 0.90% | +145+2.5% | 加碼 |
| Ascension Asset Management LLC | 6,050 | $147.8 萬 | 0.97% | +1,305+27.5% | 加碼 |
| Dearborn Partners LLC | 6,067 | $148.2 萬 | 0.06% | 00.0% | 不變 |
| Central Bank & Trust Co | 6,083 | $148.6 萬 | 0.24% | +38+0.6% | 加碼 |
| Asset Management Corp | 6,100 | $149.0 萬 | 0.97% | −1,127−15.6% | 減碼 |
| Atlas Brown,Inc. | 6,118 | $149.4 萬 | 0.65% | +758+14.1% | 加碼 |
| Mainstay Capital Management LLC | 6,132 | $149.7 萬 | 0.35% | −460−7.0% | 減碼 |
| Albion Financial Group | 6,158 | $150.4 萬 | 0.13% | +6,158 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,174 | $150.8 萬 | 0.50% | +1,201+24.2% | 加碼 |
| Orion Capital Management LLC | 6,196 | $151.3 萬 | 0.94% | 00.0% | 不變 |
| Bailard, Inc. | 6,222 | $152.0 萬 | 0.05% | −507−7.5% | 減碼 |
| BDO Wealth Advisors, LLC | 6,240 | $152.4 萬 | 0.17% | +207+3.4% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 6,247 | $152.6 萬 | 0.15% | −1,018−14.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 6,256 | $152.8 萬 | 0.19% | +235+3.9% | 加碼 |
| Arden Trust Co | 6,301 | $153.9 萬 | 0.25% | −574−8.3% | 減碼 |
| Hyman Charles D | 6,307 | $154.1 萬 | 0.11% | 00.0% | 不變 |
| Advisor Resource Council | 6,358 | $155.3 萬 | 0.16% | +6,358 | 新進 |
| Element Pointe Advisors, LLC | 6,495 | $157.3 萬 | 0.48% | +554+9.3% | 加碼 |
| Canvas Wealth Advisors, LLC | 6,441 | $157.3 萬 | 0.71% | +3,037+89.2% | 加碼 |
| Abbot Financial Management, Inc. | 6,452 | $157.6 萬 | 0.69% | +285+4.6% | 加碼 |
| Northeast Financial Consultants Inc | 6,464 | $157.9 萬 | 0.11% | +31+0.5% | 加碼 |
| Legacy Capital Partners, Inc. | 6,513 | $159.1 萬 | 0.57% | +25+0.4% | 加碼 |
| Camden Capital, LLC | 6,539 | $159.7 萬 | 0.37% | +355+5.7% | 加碼 |
| Alpha Paradigm Partners, LLC | 6,554 | $160.1 萬 | 0.60% | −6,214−48.7% | 減碼 |
| Pennsylvania Capital Management Inc | 6,552 | $160.6 萬 | 0.79% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 6,607 | $161.4 萬 | 0.29% | +1,980+42.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 6,610 | $161.5 萬 | 0.38% | +368+5.9% | 加碼 |
| Bluestein R H & Co | 6,615 | $161.6 萬 | 0.06% | −545−7.6% | 減碼 |
| Waycross Partners, LLC | 6,646 | $162.3 萬 | 0.86% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 6,714 | $164.0 萬 | 0.02% | −78−1.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 6,759 | $165.1 萬 | 0.57% | +61+0.9% | 加碼 |
| Compton Capital Management Inc | 6,760 | $165.1 萬 | 0.49% | +1,150+20.5% | 加碼 |
| L & S Advisors Inc | 6,757 | $165.1 萬 | 0.18% | +6,757 | 新進 |
| EPIQ Capital Group, LLC | 6,775 | $165.5 萬 | 0.17% | −4,422−39.5% | 減碼 |
| Center for Financial Planning, Inc. | 6,778 | $165.6 萬 | 0.41% | 00.0% | 不變 |
| Eastern Bank | 6,797 | $166.0 萬 | 0.08% | −845−11.1% | 減碼 |
| Intact Investment Management Inc. | 6,800 | $166.0 萬 | 0.05% | +1,000+17.2% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 6,806 | $166.3 萬 | 0.04% | +6,806 | 新進 |
| Capital Management Associates | 6,820 | $166.6 萬 | 1.60% | −5,700−45.5% | 減碼 |
| Investment House LLC | 6,882 | $168.1 萬 | 0.12% | +1,020+17.4% | 加碼 |
| Atom Investors LP | 6,885 | $168.2 萬 | 0.35% | +6,885 | 新進 |
| Compton Wealth Advisory Group, LLC | 6,891 | $168.3 萬 | 0.79% | +430+6.7% | 加碼 |
| Moseley Investment Management Inc | 6,898 | $168.5 萬 | 0.83% | +51+0.7% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,967 | $170.2 萬 | 1.41% | +215+3.2% | 加碼 |
| Laidlaw Wealth Management LLC | 6,972 | $170.3 萬 | 0.44% | −206−2.9% | 減碼 |
| Regal Investment Advisors LLC | 6,975 | $170.4 萬 | 0.17% | +6,975 | 新進 |
| Ausdal Financial Partners, Inc. | 6,979 | $170.5 萬 | 0.26% | +1,552+28.6% | 加碼 |
| Vigilare Wealth Management | 6,997 | $170.9 萬 | 1.04% | −26−0.4% | 減碼 |
| Burns J W & Co Inc | 7,000 | $171.0 萬 | 0.27% | +830+13.5% | 加碼 |
| Wade G W & Inc | 7,019 | $171.5 萬 | 0.08% | +144+2.1% | 加碼 |
| International Assets Investment Management, LLC | 7,030 | $171.7 萬 | 0.32% | −3,276−31.8% | 減碼 |
| 180 Wealth Advisors, LLC | 7,072 | $172.1 萬 | 0.39% | +64+0.9% | 加碼 |
| Personal Cfo Solutions, LLC | 7,052 | $172.3 萬 | 0.35% | −706−9.1% | 減碼 |
| Derby & Company, Inc | 7,066 | $172.6 萬 | 0.36% | 00.0% | 不變 |
| Bay Rivers Group | 7,080 | $172.9 萬 | 1.23% | +83+1.2% | 加碼 |
| Keudell/Morrison Wealth Management | 7,088 | $173.1 萬 | 0.95% | +728+11.4% | 加碼 |
| Ironwood Investment Management LLC | 7,097 | $173.4 萬 | 0.88% | −40−0.6% | 減碼 |
| Laffer Tengler Investments | 7,104 | $173.5 萬 | 0.65% | −124−1.7% | 減碼 |
| Apollon Wealth Management, LLC | 7,108 | $173.6 萬 | 0.31% | −232−3.2% | 減碼 |
| Red Door Wealth Management, LLC | 7,107 | $173.6 萬 | 0.68% | +1,163+19.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,110 | $173.7 萬 | 0.26% | −805−10.2% | 減碼 |