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 2,493 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 3 季 13F 持有人
Salesforce, Inc. 在 2021/9/30 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
- 2,188
- 較 2021 年第 2 季 +144 家
- 持有股數
- 7.67 億
- 較 2021 年第 2 季 +4,170 萬 (+5.8%)
- 總市值
- $2,078 億
- 較 2021 年第 2 季 +$306.3 億 (+17.3%)
- 新進機構
- 228
- 另有 1,206 家加碼
- 清倉機構
- 84
- 另有 527 家減碼
另有 27 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 6,076 | $164.8 萬 | 0.07% | +9+0.1% | 加碼 |
| WealthShield Partners, LLC | 6,095 | $165.3 萬 | 0.44% | +733+13.7% | 加碼 |
| GFG Capital, LLC | 6,112 | $165.8 萬 | 0.52% | +235+4.0% | 加碼 |
| Blue Square Asset Management, LLC | 6,122 | $166.0 萬 | 1.04% | +248+4.2% | 加碼 |
| EPG Wealth Management LLC | 6,135 | $166.4 萬 | 0.67% | +154+2.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 6,162 | $167.1 萬 | 0.44% | +1,247+25.4% | 加碼 |
| Ipswich Investment Management Co., Inc. | 6,173 | $167.4 萬 | 0.43% | +6,173 | 新進 |
| WT Wealth Management | 6,187 | $167.8 萬 | 0.65% | +408+7.1% | 加碼 |
| Canvas Wealth Advisors, LLC | 6,196 | $168.0 萬 | 0.69% | −245−3.8% | 減碼 |
| Orion Capital Management LLC | 6,196 | $168.0 萬 | 1.02% | 00.0% | 不變 |
| Enlightenment Research, LLC | 6,200 | $168.2 萬 | 2.05% | +3,100+100.0% | 加碼 |
| HBK Sorce Advisory LLC | 6,205 | $168.3 萬 | 0.09% | +229+3.8% | 加碼 |
| Atlas Brown,Inc. | 6,220 | $168.7 萬 | 0.73% | +102+1.7% | 加碼 |
| Nikulski Financial, Inc. | 6,220 | $168.7 萬 | 0.78% | +1,448+30.3% | 加碼 |
| BDO Wealth Advisors, LLC | 6,234 | $169.1 萬 | 0.19% | −6−0.1% | 減碼 |
| Mutual Advisors, LLC | 6,234 | $169.1 萬 | 0.10% | +839+15.6% | 加碼 |
| Clear Harbor Asset Management, LLC | 6,263 | $169.9 萬 | 0.20% | +7+0.1% | 加碼 |
| Voya Financial Advisors, Inc. | 6,298 | $170.4 萬 | 0.21% | +288+4.8% | 加碼 |
| Ritholtz Wealth Management | 6,288 | $170.5 萬 | 0.12% | +740+13.3% | 加碼 |
| Inscription Capital, LLC | 6,293 | $170.7 萬 | 0.54% | +2,400+61.6% | 加碼 |
| Prelude Capital Management, LLC | 6,293 | $170.7 萬 | 0.09% | +4,357+225.1% | 加碼 |
| DCM Advisors, LLC | 6,297 | $170.8 萬 | 0.66% | +6,297 | 新進 |
| Bailard, Inc. | 6,352 | $172.3 萬 | 0.06% | +130+2.1% | 加碼 |
| Mid Atlantic Financial Management Inc | 6,355 | $172.4 萬 | 0.12% | +1,434+29.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 6,365 | $172.6 萬 | 0.71% | −4,793−43.0% | 減碼 |
| Albion Financial Group | 6,390 | $173.3 萬 | 0.15% | +232+3.8% | 加碼 |
| Alpha DNA Investment Management LLC | 6,412 | $173.8 萬 | 1.22% | +6,412 | 新進 |
| Fukoku Mutual Life Insurance Co | 6,420 | $174.1 萬 | 0.14% | +890+16.1% | 加碼 |
| Hyman Charles D | 6,471 | $175.5 萬 | 0.12% | +164+2.6% | 加碼 |
| Element Pointe Advisors, LLC | 6,490 | $176.0 萬 | 0.59% | −5−0.1% | 減碼 |
| Abbot Financial Management, Inc. | 6,500 | $176.3 萬 | 0.80% | +48+0.7% | 加碼 |
| Sovarnum Capital L.P. | 6,500 | $176.3 萬 | 1.67% | +6,500 | 新進 |
| BOK Financial Private Wealth, Inc. | 6,509 | $176.5 萬 | 0.14% | −9,411−59.1% | 減碼 |
| Bienville Capital Management, LLC | 6,520 | $176.8 萬 | 1.01% | +780+13.6% | 加碼 |
| MidWestOne Financial Group, Inc. | 6,535 | $177.2 萬 | 0.42% | −75−1.1% | 減碼 |
| Arden Trust Co | 6,551 | $177.7 萬 | 0.30% | +250+4.0% | 加碼 |
| Compton Capital Management Inc | 6,560 | $177.9 萬 | 0.52% | −200−3.0% | 減碼 |
| Bangor Savings Bank | 6,581 | $178.5 萬 | 0.19% | +3,239+96.9% | 加碼 |
| Intrua Financial, LLC | 6,051 | $178.6 萬 | 0.33% | +322+5.6% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,594 | $178.8 萬 | 0.57% | +559+9.3% | 加碼 |
| Compton Wealth Advisory Group, LLC | 6,723 | $182.3 萬 | 0.86% | −168−2.4% | 減碼 |
| Bridgewater Associates, LP | 6,734 | $182.6 萬 | 0.01% | +5,494+443.1% | 加碼 |
| Clark Capital Management Group, Inc. | 6,738 | $182.7 萬 | 0.02% | +24+0.4% | 加碼 |
| Signature Wealth Management Group | 6,775 | $183.8 萬 | 1.02% | +765+12.7% | 加碼 |
| CMT Capital Markets Trading GmbH | 6,813 | $184.3 萬 | 0.70% | +6,813 | 新進 |
| Capital Management Associates | 6,820 | $185.0 萬 | 1.82% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 6,925 | $187.8 萬 | 0.34% | +318+4.8% | 加碼 |
| EPIQ Capital Group, LLC | 6,932 | $188.0 萬 | 0.19% | +157+2.3% | 加碼 |
| Equitable Holdings, Inc. | 6,955 | $188.6 萬 | 0.03% | −579−7.7% | 減碼 |
| Center for Financial Planning, Inc. | 6,954 | $188.6 萬 | 0.46% | +176+2.6% | 加碼 |
| Bluestein R H & Co | 6,981 | $189.3 萬 | 0.08% | +366+5.5% | 加碼 |
| Sunbelt Securities, Inc. | 7,959 | $189.8 萬 | 0.34% | 00.0% | 不變 |
| Jump Financial, LLC | 7,000 | $189.9 萬 | 0.14% | −366−5.0% | 減碼 |
| Ironwood Investment Management LLC | 7,007 | $190.0 萬 | 0.98% | −90−1.3% | 減碼 |
| Carroll Financial Associates, Inc. | 7,010 | $190.1 萬 | 0.11% | −2,031−22.5% | 減碼 |
| Moseley Investment Management Inc | 6,910 | $190.2 萬 | 0.95% | +12+0.2% | 加碼 |
| Keudell/Morrison Wealth Management | 7,018 | $190.3 萬 | 0.82% | −70−1.0% | 減碼 |
| Personal Cfo Solutions, LLC | 7,040 | $190.9 萬 | 0.39% | −12−0.2% | 減碼 |
| Davenport & Co LLC | 7,037 | $190.9 萬 | 0.01% | +1,438+25.7% | 加碼 |
| Jackson Hole Capital Partners, LLC | 7,051 | $191.2 萬 | 0.62% | +292+4.3% | 加碼 |
| Derby & Company, Inc | 7,066 | $191.6 萬 | 0.39% | 00.0% | 不變 |
| Cavalier Investments, LLC | 7,066 | $191.6 萬 | 0.61% | +1,323+23.0% | 加碼 |
| Karani Asset Management LLC | 7,072 | $191.8 萬 | 0.93% | +1,937+37.7% | 加碼 |
| Berman Capital Advisors, LLC | 7,082 | $191.9 萬 | 0.30% | +2,201+45.1% | 加碼 |
| Field & Main Bank | 7,085 | $192.1 萬 | 1.26% | −385−5.2% | 減碼 |
| Intact Investment Management Inc. | 7,100 | $192.5 萬 | 0.05% | +300+4.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,110 | $192.8 萬 | 0.29% | 00.0% | 不變 |
| Emerson Point Capital LP | 7,127 | $193.3 萬 | 0.29% | 00.0% | 不變 |
| Camden Capital, LLC | 7,129 | $193.4 萬 | 0.39% | +590+9.0% | 加碼 |
| Pennsylvania Capital Management Inc | 6,627 | $193.8 萬 | 0.86% | +75+1.1% | 加碼 |
| Madden Securities Corp | 7,193 | $195.1 萬 | 1.06% | −2,185−23.3% | 減碼 |
| Laidlaw Wealth Management LLC | 7,207 | $195.5 萬 | 0.50% | +235+3.4% | 加碼 |
| IHT Wealth Management, LLC | 7,216 | $195.7 萬 | 0.16% | −1,250−14.8% | 減碼 |
| Charter Research & Investment Group, Inc. | 7,277 | $197.4 萬 | 1.64% | +310+4.4% | 加碼 |
| United Bank | 7,326 | $198.7 萬 | 1.26% | −128−1.7% | 減碼 |
| Wade G W & Inc | 7,336 | $199.0 萬 | 0.09% | +317+4.5% | 加碼 |
| Bay Rivers Group | 7,358 | $199.6 萬 | 1.36% | +278+3.9% | 加碼 |
| Gs Investments, Inc. | 7,379 | $200.1 萬 | 1.05% | −10−0.1% | 減碼 |
| Cornerstone National Bank & Trust Co | 7,419 | $201.2 萬 | 0.89% | +120+1.6% | 加碼 |
| Integrated Advisors Network LLC | 7,433 | $201.6 萬 | 0.13% | +3,854+107.7% | 加碼 |
| Checchi Capital Advisers, LLC | 7,462 | $202.4 萬 | 0.25% | −350−4.5% | 減碼 |
| American National Registered Investment Advisor, Inc. | 7,474 | $202.7 萬 | 0.73% | −30−0.4% | 減碼 |
| Investors Financial Group, LLC | 7,491 | $203.2 萬 | 1.07% | −70−0.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,344 | $203.8 萬 | 0.22% | 00.0% | 不變 |
| Navalign, LLC | 7,598 | $206.1 萬 | 0.87% | −70−0.9% | 減碼 |
| Oxler Private Wealth LLC | 7,600 | $206.1 萬 | 0.91% | 00.0% | 不變 |
| Hudson Canyon Capital Management | 7,604 | $206.2 萬 | 1.59% | −279−3.5% | 減碼 |
| Ascent Wealth Partners, LLC | 7,610 | $206.4 萬 | 0.40% | +13+0.2% | 加碼 |
| Mainstay Capital Management LLC | 7,608 | $206.4 萬 | 1.18% | +1,476+24.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 7,644 | $207.3 萬 | 0.64% | −307−3.9% | 減碼 |
| Northeast Financial Group, Inc. | 7,649 | $207.5 萬 | 1.34% | +7,649 | 新進 |
| International Assets Investment Management, LLC | 7,651 | $207.5 萬 | 0.37% | +621+8.8% | 加碼 |
| 180 Wealth Advisors, LLC | 7,126 | $207.8 萬 | 0.46% | +54+0.8% | 加碼 |
| Cadinha & Co LLC | 7,670 | $208.0 萬 | 0.30% | −1,078−12.3% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,674 | $208.1 萬 | 0.68% | +1,500+24.3% | 加碼 |
| TRUE Private Wealth Advisors | 7,695 | $208.7 萬 | 0.30% | +5+0.1% | 加碼 |
| Harbour Investments, Inc. | 7,710 | $209.1 萬 | 0.07% | −2,656−25.6% | 減碼 |
| Eagle Asset Management Inc | 7,728 | $209.5 萬 | 0.01% | −228−2.9% | 減碼 |
| Roman Butler Fullerton & Co | 7,217 | $210.5 萬 | 0.98% | +2,728+60.8% | 加碼 |
| Vigilare Wealth Management | 7,768 | $210.7 萬 | 1.30% | +771+11.0% | 加碼 |