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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 1,342 | $32.8 萬 | 0.05% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 1,347 | $32.9 萬 | 0.06% | +73+5.7% | 加碼 |
| KWB Wealth | 1,559 | $33.0 萬 | 0.06% | 00.0% | 不變 |
| Weik Capital Management | 1,355 | $33.1 萬 | 0.13% | +1,355 | 新進 |
| Somerset Group LLC | 1,360 | $33.2 萬 | 0.24% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 1,358 | $33.2 萬 | 0.08% | +374+38.0% | 加碼 |
| Formidable Asset Management, LLC | 1,396 | $33.5 萬 | 0.07% | −25−1.8% | 減碼 |
| Integrated Investment Consultants, LLC | 1,377 | $33.6 萬 | 0.10% | +81+6.3% | 加碼 |
| Waddell & Associates, LLC | 1,374 | $33.6 萬 | 0.06% | +1,374 | 新進 |
| Connecticut Wealth Management, LLC | 1,378 | $33.7 萬 | 0.03% | −562−29.0% | 減碼 |
| Beacon Financial Advisory LLC | 1,385 | $33.8 萬 | 0.18% | +10+0.7% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 1,382 | $33.8 萬 | 0.03% | +63+4.8% | 加碼 |
| Everhart Financial Group, Inc. | 1,392 | $34.0 萬 | 0.23% | +1,392 | 新進 |
| Natixis Investment Managers International | 1,396 | $34.1 萬 | 0.02% | −37−2.6% | 減碼 |
| Okabena Investment Services Inc | 1,394 | $34.1 萬 | 0.16% | +1,394 | 新進 |
| Alpha Omega Group, Inc. | 1,402 | $34.2 萬 | 0.36% | +402+40.2% | 加碼 |
| CX Institutional | 1,403 | $34.3 萬 | 0.03% | −6,857−83.0% | 減碼 |
| Rockbridge Investment Management, LCC | 1,408 | $34.4 萬 | 0.06% | +4+0.3% | 加碼 |
| Winthrop Advisory Group LLC | 1,414 | $34.5 萬 | 0.08% | 00.0% | 不變 |
| Coastline Trust Co | 1,420 | $34.7 萬 | 0.04% | 00.0% | 不變 |
| Tower Wealth Partners, Inc. | 1,422 | $34.7 萬 | 0.38% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 1,429 | $34.9 萬 | 0.10% | −100−6.5% | 減碼 |
| One + One Wealth Management, LLC | 1,429 | $34.9 萬 | 0.24% | 00.0% | 不變 |
| Klingman & Associates, LLC | 1,429 | $34.9 萬 | 0.03% | +125+9.6% | 加碼 |
| Islay Capital Management, LLC | 1,434 | $35.0 萬 | 0.28% | −413−22.4% | 減碼 |
| Boston Trust Walden Corp | 1,437 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| David Loasby | 1,439 | $35.2 萬 | 0.05% | +393+37.6% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,448 | $35.4 萬 | 0.26% | +1,448 | 新進 |
| Quad-Cities Investment Group, LLC | 1,452 | $35.5 萬 | 0.24% | −5−0.3% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 1,458 | $35.6 萬 | 0.04% | −1,034−41.5% | 減碼 |
| Good Life Advisors, LLC | 1,456 | $35.6 萬 | 0.07% | −488−25.1% | 減碼 |
| Oakworth Capital, Inc. | 1,466 | $35.8 萬 | 0.04% | +43+3.0% | 加碼 |
| Northeast Investment Management | 1,464 | $35.8 萬 | 0.02% | +50+3.5% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 1,464 | $35.8 萬 | 0.02% | +138+10.4% | 加碼 |
| Opal Wealth Advisors, LLC | 1,464 | $35.8 萬 | 0.33% | +252+20.8% | 加碼 |
| Cypress Capital Management LLC (WY) | 1,472 | $36.0 萬 | 0.28% | −91−5.8% | 減碼 |
| Delta Financial Advisors LLC | 1,473 | $36.0 萬 | 0.16% | +416+39.4% | 加碼 |
| Wedge Capital Management L L P | 1,482 | $36.2 萬 | 0.00% | +1,482 | 新進 |
| First American Trust, FSB | 1,490 | $36.4 萬 | 0.06% | +1,490 | 新進 |
| Sargent Bickham Lagudis LLC | 1,495 | $36.5 萬 | 0.03% | +22+1.5% | 加碼 |
| Notis-McConarty Edward | 1,500 | $36.6 萬 | 0.14% | 00.0% | 不變 |
| Sierra Capital LLC | 1,500 | $36.6 萬 | 0.07% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,503 | $36.7 萬 | 0.06% | +52+3.6% | 加碼 |
| Neo Ivy Capital Management | 1,510 | $36.9 萬 | 0.37% | −39−2.5% | 減碼 |
| North Star Investment Management Corp. | 1,514 | $37.0 萬 | 0.03% | +680+81.5% | 加碼 |
| Mengis Capital Management, Inc. | 1,521 | $37.1 萬 | 0.08% | −90−5.6% | 減碼 |
| Private Portfolio Partners LLC | 1,520 | $37.1 萬 | 0.11% | −25−1.6% | 減碼 |
| MACRO Consulting Group | 1,524 | $37.2 萬 | 0.19% | +51+3.5% | 加碼 |
| 1776 Wealth LLC | 1,523 | $37.2 萬 | 0.21% | +100+7.0% | 加碼 |
| Appleton Partners Inc | 1,526 | $37.3 萬 | 0.03% | −272−15.1% | 減碼 |
| Credential Qtrade Securities Inc. | 1,534 | $37.5 萬 | 0.03% | +173+12.7% | 加碼 |
| Cottage Street Advisors LLC | 1,539 | $37.6 萬 | 0.22% | +550+55.6% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,545 | $37.7 萬 | 0.15% | −1,502−49.3% | 減碼 |
| Cypress Point Wealth Management, LLC | 1,543 | $37.7 萬 | 0.27% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 1,545 | $37.7 萬 | 0.10% | +211+15.8% | 加碼 |
| Warren Averett Asset Management, LLC | 1,498 | $37.7 萬 | 0.03% | +554+58.7% | 加碼 |
| CNB Bank | 1,547 | $37.8 萬 | 0.24% | +2+0.1% | 加碼 |
| Chicago Trust Co NA | 1,549 | $37.8 萬 | 0.09% | +1,549 | 新進 |
| First Citizens Bank & Trust Co | 1,557 | $38.0 萬 | 0.02% | −279−15.2% | 減碼 |
| Meridian Financial Partners LLC | 1,584 | $38.0 萬 | 0.26% | +320+25.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,555 | $38.0 萬 | 0.03% | +237+18.0% | 加碼 |
| Secure Asset Management, LLC | 1,558 | $38.1 萬 | 0.19% | +564+56.7% | 加碼 |
| Ssi Investment Management LLC | 1,561 | $38.2 萬 | 0.02% | −7−0.4% | 減碼 |
| CoreFirst Bank & Trust | 1,569 | $38.3 萬 | 0.26% | 00.0% | 不變 |
| Heritage Wealth Advisors | 1,568 | $38.3 萬 | 0.02% | −235−13.0% | 減碼 |
| Cobblestone Capital Advisors LLC | 1,575 | $38.5 萬 | 0.03% | −57−3.5% | 減碼 |
| Carret Asset Management, LLC | 1,575 | $38.5 萬 | 0.05% | +1,575 | 新進 |
| Strategic Wealth Partners, Ltd. | 1,595 | $39.0 萬 | 0.13% | −55−3.3% | 減碼 |
| Tru Independence Asset Management 2, LLC | 1,595 | $39.0 萬 | 0.27% | +149+10.3% | 加碼 |
| Kavar Capital Partners Group, LLC | 1,599 | $39.1 萬 | 0.09% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 1,601 | $39.1 萬 | 0.00% | +1,601 | 新進 |
| Summit X, LLC | 1,603 | $39.2 萬 | 0.10% | +2+0.1% | 加碼 |
| PDS Planning, Inc | 1,604 | $39.2 萬 | 0.10% | +310+24.0% | 加碼 |
| Waters Parkerson & Co., LLC | 1,605 | $39.2 萬 | 0.02% | +364+29.3% | 加碼 |
| True North Advisors, LLC | 1,609 | $39.3 萬 | 0.08% | +100+6.6% | 加碼 |
| RSM US Wealth Management LLC | 1,608 | $39.3 萬 | 0.02% | +466+40.8% | 加碼 |
| JNBA Financial Advisors | 1,613 | $39.4 萬 | 0.05% | +175+12.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,618 | $39.5 萬 | 0.24% | −49−2.9% | 減碼 |
| Weybosset Research & Management LLC | 1,625 | $39.7 萬 | 0.16% | +150+10.2% | 加碼 |
| Summit Financial, LLC | 1,626 | $39.7 萬 | 0.04% | +1,626 | 新進 |
| Curated Wealth Partners LLC | 1,628 | $39.8 萬 | 0.22% | −25−1.5% | 減碼 |
| Rockland Trust Co | 1,632 | $39.9 萬 | 0.03% | 00.0% | 不變 |
| Dohj, LLC | 1,645 | $40.2 萬 | 0.21% | −3−0.2% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $40.4 萬 | 0.18% | −300−15.3% | 減碼 |
| New Jersey Better Educational Savings Trust | 1,656 | $40.5 萬 | 0.81% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,650 | $40.9 萬 | 0.02% | −2,448−59.7% | 減碼 |
| Mattern Wealth Management LLC | 1,729 | $41.2 萬 | 0.13% | −21−1.2% | 減碼 |
| WBH Advisory Inc | 1,662 | $41.2 萬 | 0.06% | −30−1.8% | 減碼 |
| Twin Focus Capital Partners, LLC | 1,708 | $41.7 萬 | 0.10% | +1,708 | 新進 |
| Convergence Investment Partners, LLC | 1,720 | $42.0 萬 | 0.18% | −89−4.9% | 減碼 |
| CVA Family Office, LLC | 1,718 | $42.0 萬 | 0.12% | +1,254+270.3% | 加碼 |
| Interchange Capital Partners, LLC | 1,728 | $42.2 萬 | 0.65% | −140−7.5% | 減碼 |
| Sonora Investment Management, LLC | 1,752 | $42.8 萬 | 0.06% | +30+1.7% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,753 | $42.8 萬 | 0.01% | +1,753 | 新進 |
| Dougherty Wealth Advisers LLC | 1,760 | $43.0 萬 | 0.63% | 00.0% | 不變 |
| Financial Avengers, Inc. | 1,761 | $43.0 萬 | 0.29% | 00.0% | 不變 |
| Clare Market Investments LLC | 1,775 | $43.4 萬 | 0.14% | +105+6.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 1,778 | $43.4 萬 | 0.11% | +686+62.8% | 加碼 |
| Qtron Investments LLC | 1,784 | $43.6 萬 | 0.11% | −997−35.9% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,784 | $43.6 萬 | 0.08% | +1,074+151.3% | 加碼 |