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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 9,168 | $223.9 萬 | 0.23% | −22−0.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 9,180 | $224.2 萬 | 1.05% | +20+0.2% | 加碼 |
| Sawyer & Company, Inc | 9,230 | $225.5 萬 | 1.05% | +9,210+46,050.0% | 加碼 |
| Winfield Associates, Inc. | 9,286 | $226.8 萬 | 0.84% | −1,225−11.7% | 減碼 |
| Insight Wealth Strategies, LLC | 9,304 | $227.3 萬 | 0.32% | −2,296−19.8% | 減碼 |
| Aspiriant, LLC | 9,325 | $227.8 萬 | 0.13% | −2,783−23.0% | 減碼 |
| Exane Derivatives | 9,378 | $228.8 萬 | 0.54% | +1,327+16.5% | 加碼 |
| Madden Securities Corp | 9,378 | $229.1 萬 | 1.20% | −980−9.5% | 減碼 |
| Altium Wealth Management LLC | 9,383 | $229.2 萬 | 0.17% | −15−0.2% | 減碼 |
| Westwood Holdings Group Inc. | 9,391 | $229.4 萬 | 0.02% | −3,773−28.7% | 減碼 |
| Clearstead Advisors, LLC | 9,434 | $230.4 萬 | 0.18% | +72+0.8% | 加碼 |
| Freedom Day Solutions, LLC | 9,481 | $231.6 萬 | 1.10% | −1,338−12.4% | 減碼 |
| Zions Bancorporation, N.A. | 9,597 | $234.4 萬 | 0.23% | +1,828+23.5% | 加碼 |
| TD Private Client Wealth LLC | 9,651 | $235.7 萬 | 0.10% | +302+3.2% | 加碼 |
| Sentry Investment Management LLC | 9,761 | $238.4 萬 | 0.61% | 00.0% | 不變 |
| Wunderlich Capital Managemnt | 9,816 | $239.8 萬 | 1.21% | +307+3.2% | 加碼 |
| Duff & Phelps Investment Management Co | 9,830 | $240.1 萬 | 0.03% | −810−7.6% | 減碼 |
| Northstar Asset Management LLC | 9,830 | $240.1 萬 | 0.63% | −15−0.2% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 9,854 | $240.7 萬 | 0.92% | −63−0.6% | 減碼 |
| Eqis Capital Management, Inc. | 9,905 | $241.9 萬 | 0.18% | +133+1.4% | 加碼 |
| Wolf Group Capital Advisors | 9,954 | $243.1 萬 | 1.30% | +378+3.9% | 加碼 |
| Harrell Investment Partners, LLC | 9,997 | $244.2 萬 | 0.79% | −101−1.0% | 減碼 |
| Strategic Vision Investment Ltd | 10,000 | $244.3 萬 | 3.99% | +10,000 | 新進 |
| Grove Bank & Trust | 10,034 | $245.1 萬 | 0.53% | −43−0.4% | 減碼 |
| Usca Ria LLC | 10,115 | $247.1 萬 | 0.15% | −1,009−9.1% | 減碼 |
| Intellectus Partners, LLC | 10,143 | $247.8 萬 | 0.56% | +206+2.1% | 加碼 |
| Citizens & Northern Corp | 10,165 | $248.3 萬 | 0.93% | −899−8.1% | 減碼 |
| Chicago Partners Investment Group LLC | 10,051 | $248.9 萬 | 0.18% | +3,879+62.8% | 加碼 |
| Glynn Capital Management LLC | 10,212 | $249.4 萬 | 0.23% | 00.0% | 不變 |
| Slow Capital, Inc. | 10,260 | $250.6 萬 | 0.47% | +436+4.4% | 加碼 |
| Bank of Hawaii | 10,329 | $252.3 萬 | 0.14% | −2,281−18.1% | 減碼 |
| Conning Inc. | 10,352 | $252.9 萬 | 0.07% | −1,475−12.5% | 減碼 |
| Triangle Securities Wealth Management | 10,362 | $253.1 萬 | 0.86% | +362+3.6% | 加碼 |
| Harbour Investments, Inc. | 10,366 | $253.2 萬 | 0.08% | +1,989+23.7% | 加碼 |
| Empirical Finance, LLC | 10,417 | $254.5 萬 | 0.41% | +1,646+18.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 10,463 | $255.6 萬 | 0.20% | −651−5.9% | 減碼 |
| Gladstone Institutional Advisory LLC | 10,464 | $255.6 萬 | 0.31% | +880+9.2% | 加碼 |
| Capital Impact Advisors, LLC | 10,517 | $256.9 萬 | 0.83% | +3,344+46.6% | 加碼 |
| Perpetual Investment Management Ltd | 10,518 | $256.9 萬 | 0.36% | +10,518 | 新進 |
| Seeyond | 10,597 | $258.8 萬 | 0.24% | −297−2.7% | 減碼 |
| Shay Capital LLC | 10,594 | $258.8 萬 | 0.61% | +7,682+263.8% | 加碼 |
| Independence Bank of Kentucky | 10,677 | $260.8 萬 | 1.16% | +402+3.9% | 加碼 |
| American Portfolios Advisors | 10,695 | $261.2 萬 | 0.10% | +627+6.2% | 加碼 |
| Fortis Capital Management LLC | 10,736 | $262.2 萬 | 1.35% | +862+8.7% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,791 | $263.6 萬 | 0.13% | +5,035+87.5% | 加碼 |
| Berkshire Bank | 10,816 | $264.2 萬 | 0.64% | −1,316−10.8% | 減碼 |
| Investment Research & Advisory Group, Inc. | 10,814 | $264.2 萬 | 1.77% | −21−0.2% | 減碼 |
| Meridian Wealth Advisors, LLC | 10,816 | $264.2 萬 | 0.75% | +921+9.3% | 加碼 |
| People's United Financial, Inc. | 10,829 | $264.5 萬 | 0.06% | +65+0.6% | 加碼 |
| Pinnacle Holdings, LLC | 10,829 | $264.5 萬 | 1.22% | −53−0.5% | 減碼 |
| Diversified Trust Co | 10,841 | $264.8 萬 | 0.10% | +552+5.4% | 加碼 |
| Centaurus Financial, Inc. | 10,870 | $265.5 萬 | 0.22% | +4,724+76.9% | 加碼 |
| Avitas Wealth Management LLC | 10,892 | $266.1 萬 | 0.47% | +2,290+26.6% | 加碼 |
| Cypress Asset Management Inc | 10,924 | $266.8 萬 | 0.68% | −15−0.1% | 減碼 |
| B. Riley Wealth Management, Inc. | 10,933 | $267.1 萬 | 0.30% | −918−7.7% | 減碼 |
| Gyon Technologies Capital Management, LP | 11,003 | $268.8 萬 | 0.88% | +9,061+466.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 11,053 | $270.0 萬 | 0.09% | −7,400−40.1% | 減碼 |
| GPM Growth Investors, Inc. | 11,113 | $271.5 萬 | 1.43% | +174+1.6% | 加碼 |
| Boltwood Capital Management | 11,118 | $271.6 萬 | 1.13% | −143−1.3% | 減碼 |
| IMA Wealth, Inc. | 11,146 | $272.3 萬 | 0.64% | −175−1.5% | 減碼 |
| Quadrant Private Wealth Management, LLC | 11,158 | $272.6 萬 | 1.11% | +578+5.5% | 加碼 |
| Welch & Forbes LLC | 11,177 | $273.0 萬 | 0.05% | +5,082+83.4% | 加碼 |
| Verde Capital Management | 11,184 | $273.2 萬 | 1.15% | +755+7.2% | 加碼 |
| Two Sigma Securities, LLC | 11,215 | $273.9 萬 | 0.69% | +9,521+562.0% | 加碼 |
| Vident Investment Advisory, LLC | 11,257 | $275.0 萬 | 0.08% | −2,440−17.8% | 減碼 |
| Regency Capital Management Inc. | 11,270 | $275.3 萬 | 2.08% | +4,948+78.3% | 加碼 |
| Massmutual Trust Co FSB | 11,292 | $275.8 萬 | 0.12% | +1,326+13.3% | 加碼 |
| Bogart Wealth, LLC | 11,370 | $277.7 萬 | 0.30% | +1,985+21.2% | 加碼 |
| Stanley-Laman Group, Ltd. | 11,375 | $277.9 萬 | 0.40% | +1,974+21.0% | 加碼 |
| Credit Agricole S A | 11,422 | $278.7 萬 | 0.09% | −1,136−9.0% | 減碼 |
| Park Avenue Securities LLC | 11,408 | $278.7 萬 | 0.06% | +1,244+12.2% | 加碼 |
| Trustmark National Bank Trust Department | 11,422 | $279.1 萬 | 0.22% | +3,142+37.9% | 加碼 |
| Asio Capital, LLC | 11,487 | $280.6 萬 | 0.99% | +875+8.2% | 加碼 |
| Private Trust Co NA | 11,509 | $281.1 萬 | 0.43% | −240−2.0% | 減碼 |
| Dakota Wealth Management | 11,591 | $283.1 萬 | 0.34% | +4,172+56.2% | 加碼 |
| TCTC Holdings, LLC | 11,633 | $284.1 萬 | 0.13% | +549+5.0% | 加碼 |
| Zeke Capital Advisors, LLC | 11,647 | $284.5 萬 | 0.18% | +22+0.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 11,758 | $286.1 萬 | 0.03% | −134−1.1% | 減碼 |
| Dana Investment Advisors, Inc. | 11,952 | $292.0 萬 | 0.13% | −5,873−32.9% | 減碼 |
| Intersect Capital LLC | 11,984 | $292.7 萬 | 0.52% | +608+5.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 11,989 | $292.9 萬 | 0.73% | −785−6.1% | 減碼 |
| Michael B. Yongue | 12,000 | $293.1 萬 | 2.14% | +43+0.4% | 加碼 |
| Avalon Investment & Advisory | 12,000 | $293.1 萬 | 0.07% | +3,097+34.8% | 加碼 |
| Bridge Creek Capital Management LLC | 39,517 | $293.2 萬 | 1.11% | −260−0.7% | 減碼 |
| Blackhawk Capital Partners LLC. | 13,853 | $293.5 萬 | 1.99% | +932+7.2% | 加碼 |
| IFP Advisors, Inc | 12,079 | $293.8 萬 | 0.06% | +4,370+56.7% | 加碼 |
| Lincoln National Corp | 12,322 | $301.0 萬 | 0.06% | +566+4.8% | 加碼 |
| Beaumont Asset Management, L.L.C. | 12,355 | $301.8 萬 | 2.32% | +239+2.0% | 加碼 |
| Comerica Securities,inc. | 12,389 | $302.6 萬 | 0.23% | −257−2.0% | 減碼 |
| Essex Investment Management Co LLC | 12,464 | $304.5 萬 | 0.35% | −2,321−15.7% | 減碼 |
| Clarius Group, LLC | 12,541 | $306.3 萬 | 0.27% | +146+1.2% | 加碼 |
| Callahan Advisors, LLC | 12,550 | $306.6 萬 | 0.39% | +4,072+48.0% | 加碼 |
| Hixon Zuercher, LLC | 12,574 | $307.1 萬 | 1.85% | −3,910−23.7% | 減碼 |
| Lockheed Martin Investment Management Co | 12,586 | $307.4 萬 | 0.16% | −3,640−22.4% | 減碼 |
| Canandaigua National Corp | 12,601 | $307.8 萬 | 0.50% | −71−0.6% | 減碼 |
| Brown Advisory Securities, LLC | 12,719 | $310.7 萬 | 0.49% | −87−0.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 12,737 | $311.1 萬 | 0.06% | −915−6.7% | 減碼 |
| Birinyi Associates Inc | 12,800 | $312.7 萬 | 1.09% | −5,500−30.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,850 | $313.8 萬 | 0.11% | −151−1.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 12,901 | $315.1 萬 | 0.06% | +1,851+16.8% | 加碼 |