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 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 | 2,492 | $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 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 |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 1,217 | $33.0 萬 | 0.19% | +1,217 | 新進 |
| Naples Global Advisors, LLC | 1,221 | $33.1 萬 | 0.04% | +6+0.5% | 加碼 |
| Security National Bank of So Dak | 1,221 | $33.1 萬 | 0.25% | +1,221 | 新進 |
| Kercheville Advisors, LLC | 1,220 | $33.1 萬 | 0.16% | +1,220 | 新進 |
| Endurance Wealth Management, Inc. | 1,229 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Peddock Capital Advisors, LLC | 1,229 | $33.3 萬 | 0.12% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 1,231 | $33.4 萬 | 0.16% | +1,231 | 新進 |
| Holderness Investments Co | 1,237 | $33.5 萬 | 0.11% | −47−3.7% | 減碼 |
| Aveo Capital Partners, LLC | 1,238 | $33.6 萬 | 0.07% | +372+43.0% | 加碼 |
| Griffin Asset Management, Inc. | 1,244 | $33.7 萬 | 0.04% | 00.0% | 不變 |
| Latitude Advisors, LLC | 1,242 | $33.7 萬 | 0.11% | +1,242 | 新進 |
| Tompkins Financial Corp | 1,246 | $33.8 萬 | 0.06% | +1,246 | 新進 |
| LFA - Lugano Financial Advisors SA | 1,248 | $33.8 萬 | 0.22% | +1,248 | 新進 |
| DRW Securities, LLC | 1,250 | $33.9 萬 | 0.10% | −1,683−57.4% | 減碼 |
| Tufton Capital Management | 1,250 | $33.9 萬 | 0.06% | +125+11.1% | 加碼 |
| David R. Rahn & Associates Inc. | 1,249 | $33.9 萬 | 0.19% | +1,249 | 新進 |
| Quantinno Capital Management LP | 1,252 | $34.0 萬 | 0.38% | +64+5.4% | 加碼 |
| Poehling Capital Management, LLC | 1,253 | $34.0 萬 | 0.11% | +90+7.7% | 加碼 |
| Financial Advisors Network, Inc. | 1,115 | $34.2 萬 | 0.08% | +105+10.4% | 加碼 |
| Almanack Investment Partners, LLC. | 1,265 | $34.3 萬 | 0.03% | +430+51.5% | 加碼 |
| Frisch Financial Group, Inc. | 1,272 | $34.5 萬 | 0.11% | −585−31.5% | 減碼 |
| Well Done, LLC | 1,286 | $34.9 萬 | 0.08% | +294+29.6% | 加碼 |
| Pegasus Partners Ltd. | 1,292 | $35.0 萬 | 0.06% | −55−4.1% | 減碼 |
| Five Oceans Advisors | 1,296 | $35.2 萬 | 0.41% | +1,296 | 新進 |
| Jeppson Wealth Management, LLC | 1,305 | $35.3 萬 | 0.18% | 00.0% | 不變 |
| Ledyard National Bank | 1,314 | $35.6 萬 | 0.04% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 1,314 | $35.6 萬 | 0.23% | +125+10.5% | 加碼 |
| Consolidated Capital Management, LLC | 1,317 | $35.7 萬 | 0.17% | 00.0% | 不變 |
| Ford Financial Group, LLC | 1,318 | $35.7 萬 | 0.14% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 1,323 | $35.9 萬 | 0.03% | +158+13.6% | 加碼 |
| LexAurum Advisors, LLC | 1,329 | $36.0 萬 | 0.11% | −100−7.0% | 減碼 |
| Retirement Income Solutions, Inc | 1,330 | $36.1 萬 | 0.12% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,337 | $36.3 萬 | 0.02% | −21,120−94.0% | 減碼 |
| MONECO Advisors, LLC | 1,344 | $36.5 萬 | 0.14% | +30+2.3% | 加碼 |
| Botty Investors LLC | 1,346 | $36.5 萬 | 0.11% | +1,346 | 新進 |
| Weik Capital Management | 1,350 | $36.6 萬 | 0.15% | −5−0.4% | 減碼 |
| Cottage Street Advisors LLC | 1,357 | $36.8 萬 | 0.25% | −182−11.8% | 減碼 |
| Assetmark, Inc | 1,355 | $36.8 萬 | 0.00% | +991+272.3% | 加碼 |
| WBH Advisory Inc | 1,362 | $36.9 萬 | 0.05% | −300−18.1% | 減碼 |
| Somerset Group LLC | 1,360 | $36.9 萬 | 0.27% | 00.0% | 不變 |
| Fortress Wealth Group, LLC | 1,364 | $37.0 萬 | 0.32% | +1,364 | 新進 |
| Wealth Architects, LLC | 1,368 | $37.1 萬 | 0.07% | +173+14.5% | 加碼 |
| Beck Mack & Oliver LLC | 1,368 | $37.1 萬 | 0.01% | +1,368 | 新進 |
| Principal Street Partners, LLC | 1,373 | $37.2 萬 | 0.10% | −1,427−51.0% | 減碼 |
| Simplify Asset Management Inc. | 1,372 | $37.2 萬 | 0.07% | +1,372 | 新進 |
| Waddell & Associates, LLC | 1,374 | $37.3 萬 | 0.06% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 1,346 | $37.3 萬 | 0.13% | +395+41.5% | 加碼 |
| Indiana Trust & Investment Management CO | 1,374 | $37.3 萬 | 0.19% | +1,374 | 新進 |
| Opal Wealth Advisors, LLC | 1,385 | $37.6 萬 | 0.36% | −79−5.4% | 減碼 |
| Salvus Wealth Management, LLC | 1,388 | $37.6 萬 | 0.31% | +334+31.7% | 加碼 |
| Beacon Financial Advisory LLC | 1,391 | $37.7 萬 | 0.20% | +6+0.4% | 加碼 |
| Okabena Investment Services Inc | 1,394 | $37.8 萬 | 0.20% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 1,397 | $37.9 萬 | 0.02% | +438+45.7% | 加碼 |
| Alpha Omega Group, Inc. | 1,402 | $38.0 萬 | 0.41% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 1,412 | $38.3 萬 | 0.13% | −20,317−93.5% | 減碼 |
| CNB Bank | 1,413 | $38.3 萬 | 0.23% | −134−8.7% | 減碼 |
| Formidable Asset Management, LLC | 1,414 | $38.4 萬 | 0.07% | +18+1.3% | 加碼 |
| Cypress Capital Management LLC (WY) | 1,420 | $38.5 萬 | 0.32% | −52−3.5% | 減碼 |
| Coastline Trust Co | 1,420 | $38.5 萬 | 0.05% | 00.0% | 不變 |
| Galvin, Gaustad & Stein, LLC | 1,418 | $38.5 萬 | 0.04% | +36+2.6% | 加碼 |
| Lantz Financial LLC | 1,421 | $38.5 萬 | 0.20% | +358+33.7% | 加碼 |
| Kings Point Capital Management | 1,422 | $38.6 萬 | 0.03% | +265+22.9% | 加碼 |
| RSM US Wealth Management LLC | 1,432 | $38.8 萬 | 0.02% | −176−10.9% | 減碼 |
| Winthrop Advisory Group LLC | 1,431 | $38.8 萬 | 0.09% | +17+1.2% | 加碼 |
| Bingham Osborn & Scarborough LLC | 1,432 | $38.8 萬 | 0.03% | +95+7.1% | 加碼 |
| Arvest Bank Trust Division | 1,431 | $38.8 萬 | 0.02% | +109+8.2% | 加碼 |
| WMS Partners, LLC | 1,429 | $38.8 萬 | 0.06% | +289+25.4% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,439 | $39.0 萬 | 0.28% | −9−0.6% | 減碼 |
| Boston Trust Walden Corp | 1,437 | $39.0 萬 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 1,448 | $39.3 萬 | 0.07% | +40+2.8% | 加碼 |
| Fiduciary Planning LLC | 1,454 | $39.4 萬 | 0.21% | −689−32.2% | 減碼 |
| Quad-Cities Investment Group, LLC | 1,452 | $39.4 萬 | 0.28% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,459 | $39.6 萬 | 0.06% | −44−2.9% | 減碼 |
| Northeast Investment Management | 1,464 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Valley National Advisers Inc | 1,464 | $39.7 萬 | 0.07% | +130+9.7% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,462 | $39.7 萬 | 0.15% | +1,462 | 新進 |
| Grandfield & Dodd, LLC | 1,481 | $40.0 萬 | 0.03% | +170+13.0% | 加碼 |
| Canton Hathaway, LLC | 1,474 | $40.0 萬 | 0.11% | +1,298+737.5% | 加碼 |
| Blue Barn Wealth, LLC | 1,474 | $40.0 萬 | 0.35% | +1,474 | 新進 |
| NewEdge Wealth, LLC | 1,479 | $40.1 萬 | 0.02% | +308+26.3% | 加碼 |
| Oakworth Capital, Inc. | 1,487 | $40.3 萬 | 0.04% | +21+1.4% | 加碼 |
| Notis-McConarty Edward | 1,500 | $40.7 萬 | 0.15% | 00.0% | 不變 |
| Sierra Capital LLC | 1,500 | $40.7 萬 | 0.07% | 00.0% | 不變 |
| CX Institutional | 1,503 | $40.8 萬 | 0.03% | +100+7.1% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 1,509 | $40.9 萬 | 0.03% | +45+3.1% | 加碼 |
| North Star Investment Management Corp. | 1,519 | $41.2 萬 | 0.03% | +5+0.3% | 加碼 |
| Delta Financial Advisors LLC | 1,522 | $41.3 萬 | 0.18% | +49+3.3% | 加碼 |
| Mengis Capital Management, Inc. | 1,532 | $41.5 萬 | 0.09% | +11+0.7% | 加碼 |
| Resource Management, LLC | 1,534 | $41.6 萬 | 0.05% | +307+25.0% | 加碼 |
| Arlington Partners LLC | 1,537 | $41.7 萬 | 0.12% | +693+82.1% | 加碼 |
| Secure Asset Management, LLC | 1,543 | $41.8 萬 | 0.21% | −15−1.0% | 減碼 |
| Cypress Point Wealth Management, LLC | 1,543 | $41.8 萬 | 0.30% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 1,545 | $41.9 萬 | 0.02% | −12−0.8% | 減碼 |
| Waypoint Wealth Partners Inc. | 1,545 | $41.9 萬 | 0.16% | 00.0% | 不變 |
| Islay Capital Management, LLC | 1,549 | $42.0 萬 | 0.32% | +115+8.0% | 加碼 |
| Ssi Investment Management LLC | 1,561 | $42.2 萬 | 0.03% | 00.0% | 不變 |
| Pacific Center for Financial Services | 1,556 | $42.2 萬 | 0.18% | +1,412+980.6% | 加碼 |
| Private Portfolio Partners LLC | 1,557 | $42.2 萬 | 0.12% | +37+2.4% | 加碼 |
| Cobblestone Capital Advisors LLC | 1,559 | $42.3 萬 | 0.03% | −16−1.0% | 減碼 |
| KWB Wealth | 1,559 | $42.3 萬 | 0.08% | 00.0% | 不變 |