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 |
|---|---|---|---|---|---|
| University of Notre Dame du Lac | 4,972 | $121.5 萬 | 3.53% | −48,688−90.7% | 減碼 |
| Sky Investment Group LLC | 4,970 | $121.4 萬 | 0.27% | +160+3.3% | 加碼 |
| Brown Capital Management LLC | 4,937 | $120.6 萬 | 0.01% | −55−1.1% | 減碼 |
| Vista Private Wealth Partners. LLC | 4,913 | $120.5 萬 | 0.50% | 00.0% | 不變 |
| Legacy Bridge, LLC | 4,924 | $120.3 萬 | 0.68% | −25−0.5% | 減碼 |
| Mid Atlantic Financial Management Inc | 4,921 | $120.2 萬 | 0.08% | +431+9.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,915 | $120.1 萬 | 0.33% | +2,903+144.3% | 加碼 |
| Redmond Asset Management, LLC | 4,912 | $120.0 萬 | 0.35% | −84−1.7% | 減碼 |
| Berman Capital Advisors, LLC | 4,881 | $119.1 萬 | 0.19% | +1,980+68.3% | 加碼 |
| Capital Planning Advisors, LLC | 4,869 | $118.9 萬 | 0.24% | −4,741−49.3% | 減碼 |
| Montag A & Associates Inc | 4,866 | $118.9 萬 | 0.06% | −2,525−34.2% | 減碼 |
| RMR Wealth Builders | 4,838 | $118.2 萬 | 0.39% | −565−10.5% | 減碼 |
| Golden State Wealth Management, LLC | 4,824 | $117.8 萬 | 0.26% | +1,514+45.7% | 加碼 |
| Jupiter Wealth Management LLC | 4,679 | $117.2 萬 | 0.56% | +1,179+33.7% | 加碼 |
| M&R Capital Management Inc | 4,770 | $116.5 萬 | 0.27% | +975+25.7% | 加碼 |
| Headinvest, LLC | 4,764 | $116.3 萬 | 0.22% | +210+4.6% | 加碼 |
| FLC Capital Advisors | 4,759 | $116.2 萬 | 0.34% | 00.0% | 不變 |
| Nikulski Financial, Inc. | 4,772 | $115.5 萬 | 0.54% | +2,467+107.0% | 加碼 |
| Leelyn Smith, LLC | 4,713 | $115.1 萬 | 0.34% | −1,250−21.0% | 減碼 |
| Spotlight Asset Group, Inc. | 4,714 | $115.1 萬 | 0.44% | +119+2.6% | 加碼 |
| Centiva Capital, LP | 4,707 | $115.0 萬 | 0.09% | +4,707 | 新進 |
| Polaris Wealth Advisory Group, LLC | 4,691 | $114.9 萬 | 0.07% | −826−15.0% | 減碼 |
| Founders Financial Securities LLC | 4,703 | $114.9 萬 | 0.23% | +1,591+51.1% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $114.8 萬 | 0.43% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 4,714 | $114.7 萬 | 0.42% | −809−14.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,695 | $114.7 萬 | 0.28% | +477+11.3% | 加碼 |
| Midwest Professional Planners, LTD. | 4,676 | $114.2 萬 | 0.59% | +2,257+93.3% | 加碼 |
| Martingale Asset Management L P | 4,655 | $113.8 萬 | 0.01% | +4,655 | 新進 |
| Stokes Family Office, LLC | 4,635 | $113.2 萬 | 0.16% | +2,147+86.3% | 加碼 |
| Perennial Investment Advisors, LLC | 4,589 | $112.1 萬 | 0.41% | +106+2.4% | 加碼 |
| Buffington Mohr McNeal | 4,566 | $111.5 萬 | 0.22% | −30−0.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,564 | $111.4 萬 | 0.13% | +1,723+60.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 4,557 | $111.2 萬 | 0.11% | +338+8.0% | 加碼 |
| Koss-Olinger Consulting, LLC | 4,551 | $111.2 萬 | 0.17% | +554+13.9% | 加碼 |
| Accretive Wealth Partners, LLC | 4,545 | $111.0 萬 | 0.80% | +198+4.6% | 加碼 |
| Quadrant Capital Group LLC | 4,539 | $110.9 萬 | 0.16% | +390+9.4% | 加碼 |
| XR Securities LLC | 4,537 | $110.8 萬 | 0.92% | −8,110−64.1% | 減碼 |
| Lake Street Advisors Group, LLC | 4,462 | $110.8 萬 | 0.08% | +222+5.2% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,531 | $110.7 萬 | 0.38% | +3+0.1% | 加碼 |
| Rinet Co LLC | 4,523 | $110.5 萬 | 0.21% | +31+0.7% | 加碼 |
| Alta Wealth Advisors LLC | 4,510 | $110.2 萬 | 0.81% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 4,489 | $109.7 萬 | 0.53% | +250+5.9% | 加碼 |
| Eads & Heald Wealth Management | 4,474 | $109.3 萬 | 0.53% | −95−2.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 4,471 | $109.2 萬 | 0.22% | −1,395−23.8% | 減碼 |
| Country Club Trust Company, n.a. | 4,441 | $109.2 萬 | 0.10% | +477+12.0% | 加碼 |
| TLWM | 4,476 | $109.2 萬 | 0.39% | +1,282+40.1% | 加碼 |
| Wolff Wiese Magana LLC | 4,461 | $109.0 萬 | 0.78% | −124−2.7% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 4,446 | $108.6 萬 | 0.48% | +222+5.3% | 加碼 |
| Quantbot Technologies LP | 4,430 | $108.2 萬 | 0.09% | +4,430 | 新進 |
| Amarillo National Bank | 4,413 | $107.8 萬 | 0.31% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 4,400 | $107.5 萬 | 0.49% | −1,650−27.3% | 減碼 |
| Allred Capital Management, LLC | 4,392 | $107.2 萬 | 0.53% | −115−2.6% | 減碼 |
| Legal Advantage Investments, Inc. | 4,380 | $107.0 萬 | 0.73% | +1,000+29.6% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,375 | $106.9 萬 | 0.60% | +650+17.4% | 加碼 |
| HM Payson & Co | 4,370 | $106.7 萬 | 0.03% | −165−3.6% | 減碼 |
| Evoke Wealth, LLC | 4,572 | $106.3 萬 | 0.04% | +271+6.3% | 加碼 |
| Wills Financial Group, Inc. | 4,354 | $106.3 萬 | 0.46% | +62+1.4% | 加碼 |
| Sargent Investment Group, LLC | 4,300 | $105.0 萬 | 0.25% | 00.0% | 不變 |
| Change Path, LLC | 4,268 | $104.2 萬 | 0.06% | −3,548−45.4% | 減碼 |
| AMG National Trust Bank | 4,242 | $103.6 萬 | 0.03% | −45−1.0% | 減碼 |
| EP Wealth Advisors, LLC | 4,204 | $102.7 萬 | 0.03% | +51+1.2% | 加碼 |
| Nwam LLC | 4,183 | $102.2 萬 | 0.09% | −11,504−73.3% | 減碼 |
| Quest Capital Management Inc | 4,178 | $102.1 萬 | 0.20% | −185−4.2% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,176 | $102.0 萬 | 0.12% | +23+0.6% | 加碼 |
| Echo Street Capital Management LLC | 4,170 | $101.9 萬 | 0.01% | −102,815−96.1% | 減碼 |
| Camelot Portfolios, LLC | 4,173 | $101.9 萬 | 0.41% | +874+26.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,167 | $101.8 萬 | 0.21% | +455+12.3% | 加碼 |
| Great Diamond Partners, LLC | 4,165 | $101.7 萬 | 0.29% | −940−18.4% | 減碼 |
| United Maritime Capital LLC | 4,154 | $101.5 萬 | 0.77% | −8,150−66.2% | 減碼 |
| Golden Green, Inc. | 4,154 | $101.5 萬 | 0.78% | −39−0.9% | 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 |
| Arabesque Asset Management Ltd | 4,142 | $101.2 萬 | 0.43% | −7,959−65.8% | 減碼 |
| Morse Asset Management, Inc | 4,120 | $100.6 萬 | 0.24% | +4,120 | 新進 |
| WESPAC Advisors SoCal, LLC | 4,106 | $100.3 萬 | 0.33% | +100+2.5% | 加碼 |
| Diligent Investors, LLC | 4,079 | $99.6 萬 | 0.34% | +60+1.5% | 加碼 |
| Chemung Canal Trust Co | 4,062 | $99.3 萬 | 0.19% | −20,281−83.3% | 減碼 |
| Proequities, Inc. | 4,036 | $98.6 萬 | 0.06% | +1,372+51.5% | 加碼 |
| Buckley Wealth Management, LLC | 4,032 | $98.5 萬 | 0.34% | −181−4.3% | 減碼 |
| Rathbone Brothers plc | 4,023 | $98.3 萬 | 0.01% | −422−9.5% | 減碼 |
| Sage Rhino Capital LLC | 4,018 | $98.1 萬 | 0.29% | +48+1.2% | 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 |
| BSW Wealth Partners | 3,994 | $97.6 萬 | 0.27% | +838+26.6% | 加碼 |
| Adams Chetwood Wealth Management LLC | 3,979 | $97.2 萬 | 0.69% | +223+5.9% | 加碼 |
| Riverview Trust Co | 3,969 | $97.0 萬 | 1.03% | 00.0% | 不變 |
| StoneX Group Inc. | 3,956 | $96.6 萬 | 0.14% | −45−1.1% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 3,954 | $96.5 萬 | 0.32% | +181+4.8% | 加碼 |
| Rehmann Capital Advisory Group | 3,946 | $96.4 萬 | 0.09% | −232−5.6% | 減碼 |
| Covenant Partners, LLC | 3,928 | $95.9 萬 | 0.36% | −236−5.7% | 減碼 |
| Cim Investment Mangement Inc | 3,919 | $95.7 萬 | 0.30% | −184−4.5% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,917 | $95.6 萬 | 0.10% | +376+10.6% | 加碼 |
| Paradigm Financial Partners, LLC | 3,908 | $95.5 萬 | 0.24% | +1,327+51.4% | 加碼 |
| 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 |
| 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 |
| Resources Investment Advisors, LLC. | 3,860 | $94.3 萬 | 0.04% | +1,003+35.1% | 加碼 |
| Waldron Private Wealth LLC | 3,856 | $94.1 萬 | 0.06% | −111−2.8% | 減碼 |