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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 1,562 | $42.4 萬 | 0.04% | +36+2.4% | 加碼 |
| Heritage Wealth Advisors | 1,568 | $42.5 萬 | 0.03% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,569 | $42.6 萬 | 0.30% | 00.0% | 不變 |
| Wedge Capital Management L L P | 1,571 | $42.6 萬 | 0.01% | +89+6.0% | 加碼 |
| GSB Wealth Management, LLC | 1,577 | $42.8 萬 | 0.22% | −233−12.9% | 減碼 |
| One + One Wealth Management, LLC | 1,579 | $42.8 萬 | 0.31% | +150+10.5% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 1,578 | $42.8 萬 | 0.09% | +309+24.3% | 加碼 |
| Sargent Bickham Lagudis LLC | 1,581 | $42.9 萬 | 0.03% | +86+5.8% | 加碼 |
| Integrated Investment Consultants, LLC | 1,580 | $42.9 萬 | 0.13% | +203+14.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,585 | $43.0 萬 | 0.06% | +300+23.3% | 加碼 |
| Baldwin Brothers Inc | 1,592 | $43.2 萬 | 0.05% | −350−18.0% | 減碼 |
| Klingman & Associates, LLC | 1,594 | $43.2 萬 | 0.04% | +165+11.5% | 加碼 |
| Nichols & Pratt Advisers LLP | 1,570 | $43.2 萬 | 0.03% | +305+24.1% | 加碼 |
| Traynor Capital Management, Inc. | 1,597 | $43.3 萬 | 0.06% | +740+86.3% | 加碼 |
| Waters Parkerson & Co., LLC | 1,605 | $43.5 萬 | 0.03% | 00.0% | 不變 |
| Summit X, LLC | 1,603 | $43.5 萬 | 0.11% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 1,607 | $43.5 萬 | 0.11% | +62+4.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 1,609 | $43.6 萬 | 0.11% | +251+18.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 1,614 | $43.7 萬 | 0.15% | −992−38.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,620 | $43.9 萬 | 0.27% | +2+0.1% | 加碼 |
| Warren Averett Asset Management, LLC | 1,455 | $44.0 萬 | 0.04% | −43−2.9% | 減碼 |
| Curated Wealth Partners LLC | 1,629 | $44.2 萬 | 0.25% | +1+0.1% | 加碼 |
| Connecticut Wealth Management, LLC | 1,633 | $44.3 萬 | 0.04% | +255+18.5% | 加碼 |
| Everhart Financial Group, Inc. | 1,637 | $44.4 萬 | 0.30% | +245+17.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 1,648 | $44.7 萬 | 0.03% | +93+6.0% | 加碼 |
| Interchange Capital Partners, LLC | 1,655 | $44.8 萬 | 0.75% | −73−4.2% | 減碼 |
| Rockland Trust Co | 1,652 | $44.8 萬 | 0.03% | +20+1.2% | 加碼 |
| New Jersey Better Educational Savings Trust | 1,656 | $44.9 萬 | 0.89% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $44.9 萬 | 0.20% | 00.0% | 不變 |
| Busey Wealth Management | 1,654 | $44.9 萬 | 0.02% | +524+46.4% | 加碼 |
| Hayden Royal, LLC | 1,679 | $45.5 萬 | 0.74% | −514−23.4% | 減碼 |
| IVC Wealth Advisors LLC | 1,677 | $45.5 萬 | 0.31% | +1,677 | 新進 |
| Convergence Investment Partners, LLC | 1,693 | $45.9 萬 | 0.25% | −27−1.6% | 減碼 |
| Avenue 1 Advisors, LLC | 1,697 | $46.0 萬 | 0.26% | +366+27.5% | 加碼 |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,712 | $46.4 萬 | 0.07% | +785+84.7% | 加碼 |
| Kavar Capital Partners Group, LLC | 1,713 | $46.5 萬 | 0.11% | +114+7.1% | 加碼 |
| Heritage Wealth Management, LLC | 1,726 | $46.8 萬 | 0.17% | −245−12.4% | 減碼 |
| Mattern Wealth Management LLC | 1,729 | $46.9 萬 | 0.16% | 00.0% | 不變 |
| Main Street Research LLC | 1,738 | $47.1 萬 | 0.04% | +495+39.8% | 加碼 |
| Twin Focus Capital Partners, LLC | 1,746 | $47.4 萬 | 0.11% | +38+2.2% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 1,753 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Weybosset Research & Management LLC | 1,750 | $47.5 萬 | 0.19% | +125+7.7% | 加碼 |
| JNBA Financial Advisors | 1,754 | $47.6 萬 | 0.06% | +141+8.7% | 加碼 |
| Dougherty Wealth Advisers LLC | 1,760 | $47.7 萬 | 0.71% | 00.0% | 不變 |
| Financial Avengers, Inc. | 1,761 | $47.8 萬 | 0.32% | 00.0% | 不變 |
| David Loasby | 1,765 | $47.8 萬 | 0.06% | +326+22.7% | 加碼 |
| New World Advisors LLC | 1,643 | $48.1 萬 | 0.22% | +1,643 | 新進 |
| Pinnacle Bancorp, Inc. | 1,784 | $48.4 萬 | 0.19% | −47−2.6% | 減碼 |
| Renasant Bank | 1,783 | $48.4 萬 | 0.38% | −9−0.5% | 減碼 |
| 1776 Wealth LLC | 1,795 | $48.7 萬 | 0.28% | +272+17.9% | 加碼 |
| Cubic Asset Management, LLC | 1,800 | $48.8 萬 | 0.12% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | – | $49.0 萬 | 0.38% | – | – |
| Cardan Capital Partners, LLC | 1,812 | $49.1 萬 | 0.05% | 00.0% | 不變 |
| Crestone Asset Management LLC | 1,815 | $49.2 萬 | 0.11% | +496+37.6% | 加碼 |
| Leavell Investment Management, Inc. | 1,814 | $49.2 萬 | 0.04% | +397+28.0% | 加碼 |
| Tradewinds Capital Management, LLC | 1,817 | $49.3 萬 | 0.08% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 1,825 | $49.5 萬 | 0.02% | −1,187−39.4% | 減碼 |
| Echo Street Capital Management LLC | 1,842 | $50.0 萬 | 0.00% | −2,328−55.8% | 減碼 |
| Fieldpoint Private Securities, LLC | 1,844 | $50.0 萬 | 0.11% | −160−8.0% | 減碼 |
| Childress Capital Advisors, LLC | 1,863 | $50.5 萬 | 0.21% | −26−1.4% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,864 | $50.6 萬 | 0.14% | −5−0.3% | 減碼 |
| Am Investment Strategies LLC | 1,873 | $50.8 萬 | 0.13% | −15−0.8% | 減碼 |
| Evermay Wealth Management LLC | 1,881 | $51.0 萬 | 0.10% | −686−26.7% | 減碼 |
| Magnus Financial Group LLC | 1,887 | $51.2 萬 | 0.11% | +100+5.6% | 加碼 |
| Bridgeway Capital Management, LLC | 1,900 | $51.5 萬 | 0.01% | 00.0% | 不變 |
| Golden State Equity Partners | 1,896 | $51.5 萬 | 0.21% | +1,896 | 新進 |
| DFPG Investments, LLC | 1,780 | $51.6 萬 | 0.20% | −1,462−45.1% | 減碼 |
| Truvestments Capital LLC | 1,908 | $51.7 萬 | 0.29% | +93+5.1% | 加碼 |
| Venturi Wealth Management, LLC | 1,910 | $51.8 萬 | 0.04% | −537−21.9% | 減碼 |
| Blueshift Asset Management, LLC | 1,910 | $51.8 萬 | 0.03% | +1,910 | 新進 |
| Roberts Glore & Co Inc | 1,916 | $52.0 萬 | 0.16% | +650+51.3% | 加碼 |
| JSF Financial, LLC | 1,916 | $52.0 萬 | 0.26% | +717+59.8% | 加碼 |
| Visionary Wealth Advisors | 1,922 | $52.1 萬 | 0.05% | −616−24.3% | 減碼 |
| Advisors Capital Management, LLC | 1,920 | $52.1 萬 | 0.02% | +113+6.3% | 加碼 |
| Gabelli Funds LLC | 1,925 | $52.2 萬 | 0.00% | 00.0% | 不變 |
| First National Bank of Hutchinson | 1,923 | $52.2 萬 | 0.29% | +3+0.2% | 加碼 |
| Magellan Asset Management Ltd | 1,925 | $52.2 萬 | 0.00% | +45+2.4% | 加碼 |
| Hyperion Capital Advisors LP | 1,934 | $52.5 萬 | 0.14% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 1,936 | $52.5 萬 | 0.07% | +184+10.5% | 加碼 |
| Sustainable Insight Capital Management, LLC | 1,939 | $52.6 萬 | 0.34% | +150+8.4% | 加碼 |
| Andesa Financial Management Inc. | 1,945 | $52.7 萬 | 0.29% | −449−18.8% | 減碼 |
| Meridian Investment Counsel Inc. | 1,946 | $52.8 萬 | 0.19% | −79−3.9% | 減碼 |
| Garner Asset Management Corp | 1,959 | $53.1 萬 | 0.25% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 1,956 | $53.1 萬 | 0.05% | +1,956 | 新進 |
| 17 Capital Partners, LLC | 1,965 | $53.3 萬 | 0.50% | +2+0.1% | 加碼 |
| DeDora Capital, Inc. | 1,972 | $53.5 萬 | 0.23% | +9+0.5% | 加碼 |
| Stelac Advisory Services LLC | 1,978 | $53.6 萬 | 0.14% | −1,109−35.9% | 減碼 |
| Catalyst Private Wealth, LLC | 1,977 | $53.6 萬 | 0.23% | +2+0.1% | 加碼 |
| Geneos Wealth Management Inc. | 1,948 | $53.6 萬 | 0.02% | +298+18.1% | 加碼 |
| Lakeview Capital Partners, LLC | 1,985 | $53.8 萬 | 0.25% | +6+0.3% | 加碼 |
| Corundum Group, Inc. | 1,985 | $53.8 萬 | 0.40% | +137+7.4% | 加碼 |
| Arete Wealth Advisors, LLC | 1,982 | $53.8 萬 | 0.06% | +125+6.7% | 加碼 |
| McDonald Partners LLC | 1,994 | $54.1 萬 | 0.13% | +158+8.6% | 加碼 |
| Hodges Capital Management Inc. | 2,000 | $54.2 萬 | 0.04% | 00.0% | 不變 |
| Alley Co LLC | 2,000 | $54.2 萬 | 0.10% | 00.0% | 不變 |
| Meridian Financial Partners LLC | 1,916 | $54.5 萬 | 0.37% | +332+21.0% | 加碼 |
| Accel Wealth Management | 2,015 | $54.7 萬 | 0.35% | +7+0.3% | 加碼 |
| PDS Planning, Inc | 2,027 | $55.0 萬 | 0.13% | +423+26.4% | 加碼 |
| 55I, LLC | 2,029 | $55.0 萬 | 0.02% | +2,029 | 新進 |
| Archer Investment Corp | 2,030 | $55.1 萬 | 0.21% | +5+0.2% | 加碼 |