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 |
|---|---|---|---|---|---|
| IMS Capital Management | 3,249 | $79.4 萬 | 0.47% | 00.0% | 不變 |
| SFMG, LLC | 3,266 | $79.8 萬 | 0.09% | +253+8.4% | 加碼 |
| Banco BTG Pactual S.A. | 3,280 | $80.1 萬 | 0.63% | +1,268+63.0% | 加碼 |
| Valley Brook Capital Group | 3,298 | $80.5 萬 | 0.77% | +1,359+70.1% | 加碼 |
| Ropes Wealth Advisors LLC | 3,336 | $81.5 萬 | 0.13% | +248+8.0% | 加碼 |
| Sonata Capital Group Inc | 3,335 | $81.5 萬 | 0.37% | +250+8.1% | 加碼 |
| YHB Investment Advisors, Inc. | 3,341 | $81.6 萬 | 0.07% | +101+3.1% | 加碼 |
| Highland Private Wealth Management | 3,337 | $81.6 萬 | 0.12% | +148+4.6% | 加碼 |
| Bangor Savings Bank | 3,342 | $81.6 萬 | 0.09% | +3,342 | 新進 |
| Parker Investment Management, LLC | 3,343 | $81.7 萬 | 0.14% | −568−14.5% | 減碼 |
| Haverford Trust Co | 3,344 | $81.7 萬 | 0.01% | +3,344 | 新進 |
| Silicon Valley Capital Partners | 3,373 | $82.4 萬 | 0.16% | −6,263−65.0% | 減碼 |
| Lumature Wealth Partners, LLC | 3,374 | $82.4 萬 | 0.34% | +258+8.3% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 3,380 | $82.6 萬 | 0.52% | +3,380 | 新進 |
| TSFG, LLC | 3,395 | $82.9 萬 | 0.33% | 00.0% | 不變 |
| Creative Financial Designs Inc | 3,404 | $83.1 萬 | 0.14% | +40+1.2% | 加碼 |
| Menard Financial Group LLC | 3,406 | $83.2 萬 | 0.79% | +503+17.3% | 加碼 |
| Trust Investment Advisors | 3,427 | $83.7 萬 | 0.74% | +158+4.8% | 加碼 |
| Juncture Wealth Strategies, LLC | 3,439 | $83.7 萬 | 0.48% | +375+12.2% | 加碼 |
| First Horizon Advisors, Inc. | 3,431 | $83.7 萬 | 0.05% | +915+36.4% | 加碼 |
| Asset Dedication, LLC | 3,484 | $83.7 萬 | 0.12% | +1,173+50.8% | 加碼 |
| Crestwood Advisors Group LLC | 3,437 | $84.0 萬 | 0.02% | −184−5.1% | 減碼 |
| Financial Architects, Inc | 3,455 | $84.4 萬 | 0.12% | +741+27.3% | 加碼 |
| Essex Financial Services, Inc. | 3,993 | $84.6 萬 | 0.12% | 00.0% | 不變 |
| Standard Family Office LLC | 3,489 | $85.2 萬 | 0.18% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 3,492 | $85.3 萬 | 0.13% | +607+21.0% | 加碼 |
| Congress Park Capital LLC | 3,500 | $85.5 萬 | 0.43% | −3,875−52.5% | 減碼 |
| Fulcrum Capital LLC | 3,502 | $85.5 萬 | 0.21% | −690−16.5% | 減碼 |
| V2 Financial group LLC | 3,501 | $85.5 萬 | 0.73% | −70−2.0% | 減碼 |
| Argent Advisors, Inc. | 3,533 | $86.3 萬 | 0.52% | +567+19.1% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 3,538 | $86.4 萬 | 0.32% | −165−4.5% | 減碼 |
| Ramiah Investment Group | 3,545 | $86.6 萬 | 0.62% | −17−0.5% | 減碼 |
| Glen Eagle Advisors, LLC | 3,557 | $86.9 萬 | 0.27% | +151+4.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,558 | $86.9 萬 | 0.10% | +239+7.2% | 加碼 |
| Homrich & Berg | 3,573 | $87.3 萬 | 0.02% | +262+7.9% | 加碼 |
| Fairfield, Bush & Co. | 3,573 | $87.3 萬 | 0.24% | +1,066+42.5% | 加碼 |
| Integrated Advisors Network LLC | 3,579 | $87.4 萬 | 0.06% | +104+3.0% | 加碼 |
| Oxford Financial Group Ltd | 3,576 | $87.4 萬 | 0.12% | +224+6.7% | 加碼 |
| Jacobi Capital Management LLC | 3,587 | $87.6 萬 | 0.12% | −1,180−24.8% | 減碼 |
| San Francisco Sentry Investment Group (Ca) | 3,595 | $87.8 萬 | 0.46% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 3,599 | $87.9 萬 | 0.28% | −268−6.9% | 減碼 |
| Bordeaux Wealth Advisors LLC | 3,605 | $88.1 萬 | 0.51% | 00.0% | 不變 |
| Insight Advisors, LLC | 3,679 | $88.6 萬 | 0.28% | +127+3.6% | 加碼 |
| Maven Securities LTD | 3,642 | $89.0 萬 | 0.09% | +3,642 | 新進 |
| Campbell & CO Investment Adviser LLC | 3,650 | $89.2 萬 | 0.38% | +3,650 | 新進 |
| BFT Financial Group, LLC | 3,657 | $89.3 萬 | 0.18% | −86−2.3% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,659 | $89.4 萬 | 0.13% | +515+16.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,661 | $89.4 萬 | 0.08% | +963+35.7% | 加碼 |
| Wealth Management Associates, Inc. | 3,669 | $89.6 萬 | 0.51% | −310−7.8% | 減碼 |
| Harfst & Associates, Inc. | 3,674 | $89.7 萬 | 0.26% | −402−9.9% | 減碼 |
| Fort Point Capital Partners LLC | 3,674 | $89.7 萬 | 0.17% | +22+0.6% | 加碼 |
| Altfest L J & Co Inc | 3,674 | $89.7 萬 | 0.19% | +895+32.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 3,672 | $89.7 萬 | 0.11% | +3,672 | 新進 |
| Colonial River Wealth Management, LLC | 3,686 | $90.0 萬 | 0.64% | +65+1.8% | 加碼 |
| Cowen and Company, LLC | 3,684 | $90.0 萬 | 0.05% | +3,684 | 新進 |
| Financial Advocates Investment Management | 3,723 | $91.0 萬 | 0.06% | −619−14.3% | 減碼 |
| Encompass Wealth Advisors, LLC | 3,728 | $91.0 萬 | 0.22% | 00.0% | 不變 |
| Merit Financial Group, LLC | 3,726 | $91.0 萬 | 0.09% | +88+2.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,737 | $91.3 萬 | 0.22% | +346+10.2% | 加碼 |
| Fortem Financial Group, LLC | 3,740 | $91.4 萬 | 0.46% | −100−2.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,740 | $91.4 萬 | 0.02% | +148+4.1% | 加碼 |
| Aaron Wealth Advisors | 3,747 | $91.5 萬 | 0.30% | −44−1.2% | 減碼 |
| Smith, Salley & Associates | 3,775 | $92.2 萬 | 0.07% | +1,586+72.5% | 加碼 |
| Professional Planning | 3,782 | $92.3 萬 | 0.42% | −317−7.7% | 減碼 |
| Sawtooth Solutions, LLC | 3,787 | $92.5 萬 | 0.18% | +645+20.5% | 加碼 |
| Essex Savings Bank | 3,889 | $92.6 萬 | 0.36% | +125+3.3% | 加碼 |
| Savant Capital, LLC | 3,813 | $93.1 萬 | 0.04% | +137+3.7% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,820 | $93.3 萬 | 0.23% | +384+11.2% | 加碼 |
| Waldron Private Wealth LLC | 3,856 | $94.1 萬 | 0.06% | −111−2.8% | 減碼 |
| Tranquility Partners, LLC | 3,854 | $94.1 萬 | 0.53% | +40+1.0% | 加碼 |
| Resources Investment Advisors, LLC. | 3,860 | $94.3 萬 | 0.04% | +1,003+35.1% | 加碼 |
| Tectonic Advisors LLC | 3,878 | $94.7 萬 | 0.20% | −670−14.7% | 減碼 |
| Highlander Capital Management, LLC | 3,875 | $94.7 萬 | 0.47% | 00.0% | 不變 |
| Inscription Capital, LLC | 3,893 | $95.1 萬 | 0.11% | −4,122−51.4% | 減碼 |
| Capital Investment Advisors, LLC | 3,895 | $95.1 萬 | 0.03% | −200−4.9% | 減碼 |
| Principle Wealth Partners LLC | 3,893 | $95.1 萬 | 0.11% | +23+0.6% | 加碼 |
| Paradigm Financial Partners, LLC | 3,908 | $95.5 萬 | 0.24% | +1,327+51.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,917 | $95.6 萬 | 0.10% | +376+10.6% | 加碼 |
| Cim Investment Mangement Inc | 3,919 | $95.7 萬 | 0.30% | −184−4.5% | 減碼 |
| Covenant Partners, LLC | 3,928 | $95.9 萬 | 0.36% | −236−5.7% | 減碼 |
| Rehmann Capital Advisory Group | 3,946 | $96.4 萬 | 0.09% | −232−5.6% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 3,954 | $96.5 萬 | 0.32% | +181+4.8% | 加碼 |
| StoneX Group Inc. | 3,956 | $96.6 萬 | 0.14% | −45−1.1% | 減碼 |
| Riverview Trust Co | 3,969 | $97.0 萬 | 1.03% | 00.0% | 不變 |
| Adams Chetwood Wealth Management LLC | 3,979 | $97.2 萬 | 0.69% | +223+5.9% | 加碼 |
| BSW Wealth Partners | 3,994 | $97.6 萬 | 0.27% | +838+26.6% | 加碼 |
| GoalVest Advisory LLC | 4,010 | $98.0 萬 | 0.61% | −4,688−53.9% | 減碼 |
| Claraphi Advisory Network, LLC | 4,011 | $98.0 萬 | 0.29% | −363−8.3% | 減碼 |
| Sage Rhino Capital LLC | 4,018 | $98.1 萬 | 0.29% | +48+1.2% | 加碼 |
| Rathbone Brothers plc | 4,023 | $98.3 萬 | 0.01% | −422−9.5% | 減碼 |
| Buckley Wealth Management, LLC | 4,032 | $98.5 萬 | 0.34% | −181−4.3% | 減碼 |
| Proequities, Inc. | 4,036 | $98.6 萬 | 0.06% | +1,372+51.5% | 加碼 |
| Chemung Canal Trust Co | 4,062 | $99.3 萬 | 0.19% | −20,281−83.3% | 減碼 |
| Diligent Investors, LLC | 4,079 | $99.6 萬 | 0.34% | +60+1.5% | 加碼 |
| WESPAC Advisors SoCal, LLC | 4,106 | $100.3 萬 | 0.33% | +100+2.5% | 加碼 |
| Morse Asset Management, Inc | 4,120 | $100.6 萬 | 0.24% | +4,120 | 新進 |
| Arabesque Asset Management Ltd | 4,142 | $101.2 萬 | 0.43% | −7,959−65.8% | 減碼 |
| Centric Wealth Management | 4,149 | $101.3 萬 | 0.35% | −344−7.7% | 減碼 |
| Wealthsource Partners, LLC | 4,148 | $101.3 萬 | 0.09% | −44−1.0% | 減碼 |
| United Maritime Capital LLC | 4,154 | $101.5 萬 | 0.77% | −8,150−66.2% | 減碼 |