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 |
|---|---|---|---|---|---|
| Rosenbaum Jay D. | 5,870 | $159.2 萬 | 2.65% | −173−2.9% | 減碼 |
| Eastern Bank | 5,867 | $159.1 萬 | 0.08% | −930−13.7% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 5,858 | $158.9 萬 | 0.18% | +4,400+301.8% | 加碼 |
| Sanders Morris Harris LLC | 5,761 | $158.8 萬 | 0.29% | 00.0% | 不變 |
| Savant Capital, LLC | 5,842 | $158.4 萬 | 0.06% | +2,029+53.2% | 加碼 |
| Heritage Trust Co | 5,794 | $157.1 萬 | 0.22% | +359+6.6% | 加碼 |
| NVWM, LLC | 5,786 | $156.9 萬 | 0.56% | +234+4.2% | 加碼 |
| Wealth Alliance | 5,784 | $156.9 萬 | 0.35% | +328+6.0% | 加碼 |
| Optas, LLC | 5,777 | $156.7 萬 | 0.46% | +24+0.4% | 加碼 |
| Wakefield Asset Management LLLP | 5,712 | $154.9 萬 | 0.58% | −69−1.2% | 減碼 |
| Norway Savings Bank | 5,682 | $154.1 萬 | 0.73% | +382+7.2% | 加碼 |
| Sawtooth Solutions, LLC | 5,650 | $153.3 萬 | 0.24% | +1,863+49.2% | 加碼 |
| Arkadios Wealth Advisors | 5,646 | $153.1 萬 | 0.22% | −2,829−33.4% | 減碼 |
| Westover Capital Advisors, LLC | 5,635 | $152.8 萬 | 0.48% | +2,036+56.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 5,608 | $152.1 萬 | 0.10% | +212+3.9% | 加碼 |
| BigSur Wealth Management LLC | 5,600 | $151.9 萬 | 0.68% | +1,200+27.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,582 | $151.4 萬 | 0.22% | +425+8.2% | 加碼 |
| 1st Source Bank | 5,574 | $151.2 萬 | 0.10% | +182+3.4% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 5,563 | $150.9 萬 | 1.20% | −29−0.5% | 減碼 |
| Rossmore Private Capital | 5,553 | $150.6 萬 | 0.26% | +90+1.6% | 加碼 |
| Davidson Capital Management Inc. | 5,541 | $150.3 萬 | 0.76% | +123+2.3% | 加碼 |
| Brown Brothers Harriman & Co | 5,543 | $150.3 萬 | 0.01% | +140+2.6% | 加碼 |
| First Manhattan Co | 5,491 | $148.9 萬 | 0.01% | +485+9.7% | 加碼 |
| Bard Financial Services, Inc. | 5,485 | $148.8 萬 | 0.13% | +75+1.4% | 加碼 |
| First United Bank Trust | 5,457 | $148.0 萬 | 0.60% | +170+3.2% | 加碼 |
| Community Bank & Trust, Waco, Texas | 5,442 | $147.6 萬 | 0.48% | +452+9.1% | 加碼 |
| Alaethes Wealth LLC | 5,407 | $146.6 萬 | 1.07% | +90+1.7% | 加碼 |
| Vista Wealth Management Group, LLC | 5,404 | $146.6 萬 | 0.26% | +4,460+472.5% | 加碼 |
| Castle Rock Wealth Management, LLC | 4,704 | $145.8 萬 | 0.50% | −10−0.2% | 減碼 |
| Procyon Private Wealth Partners, LLC | 5,361 | $145.4 萬 | 0.38% | −49−0.9% | 減碼 |
| Sky Investment Group LLC | 5,294 | $143.6 萬 | 0.32% | +324+6.5% | 加碼 |
| M&R Capital Management Inc | 5,298 | $143.6 萬 | 0.33% | +528+11.1% | 加碼 |
| Curbstone Financial Management Corp | 5,256 | $142.6 萬 | 0.27% | 00.0% | 不變 |
| Engine No. 1 LLC | 5,234 | $142.0 萬 | 0.37% | +2,284+77.4% | 加碼 |
| Next Century Growth Investors LLC | 5,145 | $139.5 萬 | 0.12% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 5,115 | $138.7 萬 | 1.15% | 00.0% | 不變 |
| Anson Funds Management LP | 5,115 | $138.7 萬 | 0.17% | +5,115 | 新進 |
| Quadrant Capital Group LLC | 5,095 | $138.2 萬 | 0.19% | +556+12.2% | 加碼 |
| Summit Global Investments | 5,092 | $138.1 萬 | 0.10% | −2,369−31.8% | 減碼 |
| B&D White Capital Company, LLC | 5,075 | $137.6 萬 | 0.53% | +5,075 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,064 | $137.3 萬 | 0.08% | +2,748+118.7% | 加碼 |
| Waycross Partners, LLC | 5,046 | $136.9 萬 | 0.86% | −1,600−24.1% | 減碼 |
| Bryn Mawr Trust Co | 5,014 | $136.0 萬 | 0.05% | −15−0.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,002 | $135.7 萬 | 0.01% | −161−3.1% | 減碼 |
| Gryphon Financial Partners LLC | 4,998 | $135.6 萬 | 0.32% | −289−5.5% | 減碼 |
| Ardsley Advisory Partners LP | 5,000 | $135.6 萬 | 0.28% | +5,000 | 新進 |
| Bronson Point Management LLC | 5,000 | $135.6 萬 | 0.59% | +5,000 | 新進 |
| Perennial Investment Advisors, LLC | 5,005 | $135.5 萬 | 0.48% | +416+9.1% | 加碼 |
| Greenline Partners, LLC | 4,997 | $135.5 萬 | 0.28% | +4,997 | 新進 |
| Legacy Bridge, LLC | 4,984 | $135.2 萬 | 0.78% | +60+1.2% | 加碼 |
| Financial Architects, Inc | 4,980 | $135.1 萬 | 0.20% | +1,525+44.1% | 加碼 |
| RMR Wealth Builders | 4,973 | $134.9 萬 | 0.40% | +135+2.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 2,975 | $134.9 萬 | 0.36% | +1,950+190.2% | 加碼 |
| Brandywine Oak Private Wealth LLC | 4,948 | $134.1 萬 | 0.16% | +384+8.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,940 | $134.0 萬 | 0.30% | +245+5.2% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 4,925 | $133.6 萬 | 0.71% | +550+12.6% | 加碼 |
| Redmond Asset Management, LLC | 4,922 | $133.5 萬 | 0.42% | +10+0.2% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,913 | $133.3 萬 | 0.55% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 4,899 | $132.9 萬 | 0.30% | −765−13.5% | 減碼 |
| Rinet Co LLC | 4,880 | $132.4 萬 | 0.25% | +357+7.9% | 加碼 |
| Asset Dedication, LLC | 4,751 | $129.6 萬 | 0.17% | +1,267+36.4% | 加碼 |
| Capital Planning Advisors, LLC | 4,766 | $129.3 萬 | 0.27% | −103−2.1% | 減碼 |
| Wintrust Investments LLC | 4,763 | $129.2 萬 | 0.17% | −370−7.2% | 減碼 |
| Stokes Family Office, LLC | 4,759 | $129.1 萬 | 0.18% | +124+2.7% | 加碼 |
| FLC Capital Advisors | 4,754 | $128.9 萬 | 0.38% | −5−0.1% | 減碼 |
| Midwest Professional Planners, LTD. | 4,729 | $128.3 萬 | 0.68% | +53+1.1% | 加碼 |
| Capital Investment Advisors, LLC | 4,730 | $128.3 萬 | 0.04% | +835+21.4% | 加碼 |
| Change Path, LLC | 4,707 | $127.7 萬 | 0.08% | +439+10.3% | 加碼 |
| V2 Financial group LLC | 4,701 | $127.5 萬 | 1.10% | +1,200+34.3% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $127.5 萬 | 0.48% | 00.0% | 不變 |
| TLWM | 4,682 | $127.1 萬 | 0.48% | +206+4.6% | 加碼 |
| Avantax Planning Partners, Inc. | 4,680 | $126.9 萬 | 0.06% | −1,022−17.9% | 減碼 |
| StoneX Group Inc. | 4,649 | $126.1 萬 | 0.18% | +693+17.5% | 加碼 |
| Donoghue Forlines LLC | 4,643 | $125.9 萬 | 0.24% | +4,643 | 新進 |
| Mirabella Financial Services LLP | 4,623 | $125.4 萬 | 0.16% | −9,886−68.1% | 減碼 |
| Accretive Wealth Partners, LLC | 4,622 | $125.4 萬 | 0.88% | +77+1.7% | 加碼 |
| Teamwork Financial Advisors, LLC | 4,619 | $125.3 萬 | 0.25% | +148+3.3% | 加碼 |
| Evoke Wealth, LLC | 4,841 | $125.3 萬 | 0.05% | +269+5.9% | 加碼 |
| University of Notre Dame du Lac | 4,611 | $125.1 萬 | 3.96% | −361−7.3% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 4,601 | $124.8 萬 | 0.54% | +155+3.5% | 加碼 |
| Headinvest, LLC | 4,597 | $124.7 萬 | 0.24% | −167−3.5% | 減碼 |
| Country Club Trust Company, n.a. | 4,608 | $124.6 萬 | 0.11% | +167+3.8% | 加碼 |
| Eads & Heald Wealth Management | 4,588 | $124.4 萬 | 0.60% | +114+2.5% | 加碼 |
| Financial Advocates Investment Management | 4,582 | $124.3 萬 | 0.09% | +859+23.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,581 | $124.2 萬 | 0.14% | +405+9.7% | 加碼 |
| Wolff Wiese Magana LLC | 4,565 | $123.8 萬 | 0.87% | +104+2.3% | 加碼 |
| PSI Advisors, LLC | 4,558 | $123.6 萬 | 0.57% | −1,144−20.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,560 | $123.5 萬 | 0.11% | +3+0.1% | 加碼 |
| Nwam LLC | 4,553 | $123.5 萬 | 0.11% | +370+8.8% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,530 | $122.9 萬 | 0.41% | −10.0% | 減碼 |
| Buffington Mohr McNeal | 4,526 | $122.8 萬 | 0.24% | −40−0.9% | 減碼 |
| Asset Management Corp | 4,520 | $122.6 萬 | 0.77% | −1,580−25.9% | 減碼 |
| Alta Wealth Advisors LLC | 4,510 | $122.3 萬 | 0.89% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 4,510 | $122.3 萬 | 0.07% | +654+17.0% | 加碼 |
| Chicago Trust Co NA | 4,499 | $122.0 萬 | 0.27% | +2,950+190.4% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,480 | $121.5 萬 | 0.25% | +313+7.5% | 加碼 |
| Wealthsource Partners, LLC | 4,473 | $121.3 萬 | 0.11% | +325+7.8% | 加碼 |
| Leelyn Smith, LLC | 4,469 | $121.2 萬 | 0.35% | −244−5.2% | 減碼 |
| Symmetry Partners, LLC | 4,460 | $121.2 萬 | 0.08% | +2,242+101.1% | 加碼 |
| Koss-Olinger Consulting, LLC | 4,452 | $120.7 萬 | 0.20% | −99−2.2% | 減碼 |