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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 3,854 | $94.1 萬 | 0.53% | +40+1.0% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,820 | $93.3 萬 | 0.23% | +384+11.2% | 加碼 |
| Savant Capital, LLC | 3,813 | $93.1 萬 | 0.04% | +137+3.7% | 加碼 |
| Essex Savings Bank | 3,889 | $92.6 萬 | 0.36% | +125+3.3% | 加碼 |
| Sawtooth Solutions, LLC | 3,787 | $92.5 萬 | 0.18% | +645+20.5% | 加碼 |
| Professional Planning | 3,782 | $92.3 萬 | 0.42% | −317−7.7% | 減碼 |
| Smith, Salley & Associates | 3,775 | $92.2 萬 | 0.07% | +1,586+72.5% | 加碼 |
| Aaron Wealth Advisors | 3,747 | $91.5 萬 | 0.30% | −44−1.2% | 減碼 |
| 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 |
| Coastal Investment Advisors, Inc. | 3,737 | $91.3 萬 | 0.22% | +346+10.2% | 加碼 |
| 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 |
| 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 |
| 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 |
| Wealth Management Associates, Inc. | 3,669 | $89.6 萬 | 0.51% | −310−7.8% | 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 |
| BFT Financial Group, LLC | 3,657 | $89.3 萬 | 0.18% | −86−2.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,650 | $89.2 萬 | 0.38% | +3,650 | 新進 |
| Maven Securities LTD | 3,642 | $89.0 萬 | 0.09% | +3,642 | 新進 |
| Insight Advisors, LLC | 3,679 | $88.6 萬 | 0.28% | +127+3.6% | 加碼 |
| Bordeaux Wealth Advisors LLC | 3,605 | $88.1 萬 | 0.51% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 3,599 | $87.9 萬 | 0.28% | −268−6.9% | 減碼 |
| San Francisco Sentry Investment Group (Ca) | 3,595 | $87.8 萬 | 0.46% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,587 | $87.6 萬 | 0.12% | −1,180−24.8% | 減碼 |
| 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 |
| 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 |
| Robertson Stephens Wealth Management, LLC | 3,558 | $86.9 萬 | 0.10% | +239+7.2% | 加碼 |
| Glen Eagle Advisors, LLC | 3,557 | $86.9 萬 | 0.27% | +151+4.4% | 加碼 |
| Ramiah Investment Group | 3,545 | $86.6 萬 | 0.62% | −17−0.5% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 3,538 | $86.4 萬 | 0.32% | −165−4.5% | 減碼 |
| Argent Advisors, Inc. | 3,533 | $86.3 萬 | 0.52% | +567+19.1% | 加碼 |
| V2 Financial group LLC | 3,501 | $85.5 萬 | 0.73% | −70−2.0% | 減碼 |
| 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 |
| First Heartland Consultants, Inc. | 3,492 | $85.3 萬 | 0.13% | +607+21.0% | 加碼 |
| Standard Family Office LLC | 3,489 | $85.2 萬 | 0.18% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 3,993 | $84.6 萬 | 0.12% | 00.0% | 不變 |
| Financial Architects, Inc | 3,455 | $84.4 萬 | 0.12% | +741+27.3% | 加碼 |
| Crestwood Advisors Group LLC | 3,437 | $84.0 萬 | 0.02% | −184−5.1% | 減碼 |
| 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 |
| Menard Financial Group LLC | 3,406 | $83.2 萬 | 0.79% | +503+17.3% | 加碼 |
| Creative Financial Designs Inc | 3,404 | $83.1 萬 | 0.14% | +40+1.2% | 加碼 |
| TSFG, LLC | 3,395 | $82.9 萬 | 0.33% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 3,380 | $82.6 萬 | 0.52% | +3,380 | 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 |
| 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 |
| 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 |
| 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 |
| Valley Brook Capital Group | 3,298 | $80.5 萬 | 0.77% | +1,359+70.1% | 加碼 |
| Banco BTG Pactual S.A. | 3,280 | $80.1 萬 | 0.63% | +1,268+63.0% | 加碼 |
| SFMG, LLC | 3,266 | $79.8 萬 | 0.09% | +253+8.4% | 加碼 |
| IMS Capital Management | 3,249 | $79.4 萬 | 0.47% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 3,241 | $79.2 萬 | 0.01% | +364+12.7% | 加碼 |
| DFPG Investments, LLC | 3,242 | $79.1 萬 | 0.30% | −303−8.5% | 減碼 |
| Mission Creek Capital Partners, Inc. | 3,229 | $78.9 萬 | 0.13% | +142+4.6% | 加碼 |
| Thomas White International Ltd | 3,227 | $78.8 萬 | 0.11% | 00.0% | 不變 |
| Versor Investments LP | 3,208 | $78.4 萬 | 0.03% | +3,208 | 新進 |
| Octavia Wealth Advisors, LLC | 3,195 | $78.0 萬 | 0.21% | +390+13.9% | 加碼 |
| Clear Perspective Advisors, LLC | 3,186 | $77.8 萬 | 0.27% | +132+4.3% | 加碼 |
| Strategic Blueprint, LLC | 3,182 | $77.7 萬 | 0.12% | +2,128+201.9% | 加碼 |
| Platform Technology Partners | 3,182 | $77.7 萬 | 0.32% | +3,182 | 新進 |
| Hilltop Holdings Inc. | 3,173 | $77.5 萬 | 0.09% | −368−10.4% | 減碼 |
| Ameritas Investment Company, LLC | 1,456 | $77.3 萬 | 0.04% | −1,420−49.4% | 減碼 |
| Laurel Wealth Advisors, Inc. | 3,162 | $77.2 萬 | 0.10% | +453+16.7% | 加碼 |
| WP Advisors, LLC | 3,150 | $76.9 萬 | 0.32% | +50+1.6% | 加碼 |
| CenterStar Asset Management, LLC | – | $76.8 萬 | 0.83% | – | – |
| Dynamic Technology Lab Private Ltd | 3,146 | $76.8 萬 | 0.08% | +3,146 | 新進 |
| RiverGlades Family Offices LLC | 3,125 | $76.3 萬 | 0.59% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 3,125 | $76.3 萬 | 0.17% | +8+0.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,115 | $76.1 萬 | 0.10% | −430−12.1% | 減碼 |
| Great Lakes Advisors, LLC | 3,104 | $75.8 萬 | 0.01% | −440−12.4% | 減碼 |
| Enlightenment Research, LLC | 3,100 | $75.7 萬 | 0.96% | +2,000+181.8% | 加碼 |
| Claro Advisors LLC | 3,094 | $75.6 萬 | 0.34% | −26−0.8% | 減碼 |
| Stelac Advisory Services LLC | 3,087 | $75.4 萬 | 0.17% | +76+2.5% | 加碼 |
| Global Trust Asset Management, LLC | 3,082 | $75.3 萬 | 0.36% | −27−0.9% | 減碼 |
| LCM Capital Management Inc | 3,065 | $74.9 萬 | 0.62% | +63+2.1% | 加碼 |
| Oak Grove Capital LLC | 3,050 | $74.5 萬 | 0.17% | +1,050+52.5% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 3,052 | $74.1 萬 | 0.39% | −100−3.2% | 減碼 |
| InterOcean Capital Group, LLC | 3,012 | $73.6 萬 | 0.04% | +490+19.4% | 加碼 |
| Penserra Capital Management LLC | 3,007 | $73.4 萬 | 0.01% | +783+35.2% | 加碼 |
| Smithfield Trust Co | 2,995 | $73.1 萬 | 0.05% | +6+0.2% | 加碼 |
| Sax Wealth Advisors, LLC | 2,987 | $73.0 萬 | 0.25% | +5+0.2% | 加碼 |
| Caxton Corp | 2,988 | $73.0 萬 | 0.50% | +1,298+76.8% | 加碼 |