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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 4,413 | $119.7 萬 | 0.25% | 00.0% | 不變 |
| AMG National Trust Bank | 4,411 | $119.6 萬 | 0.04% | +169+4.0% | 加碼 |
| Parkside Investments, LLC | 4,395 | $119.2 萬 | 0.25% | +4,395 | 新進 |
| WESPAC Advisors SoCal, LLC | 4,379 | $119.0 萬 | 0.39% | +273+6.6% | 加碼 |
| Tranquility Partners, LLC | 4,388 | $119.0 萬 | 0.60% | +534+13.9% | 加碼 |
| Dohj, LLC | 3,972 | $119.0 萬 | 0.56% | +2,327+141.5% | 加碼 |
| Legal Advantage Investments, Inc. | 4,380 | $118.8 萬 | 0.80% | 00.0% | 不變 |
| BSW Wealth Partners | 4,382 | $118.8 萬 | 0.33% | +388+9.7% | 加碼 |
| Coldstream Capital Management Inc | 4,676 | $117.5 萬 | 0.06% | −680−12.7% | 減碼 |
| Paradigm Financial Partners, LLC | 4,275 | $117.4 萬 | 0.28% | +367+9.4% | 加碼 |
| Smith, Salley & Associates | 4,322 | $117.2 萬 | 0.09% | +547+14.5% | 加碼 |
| Quest Capital Management Inc | 4,305 | $116.8 萬 | 0.23% | +127+3.0% | 加碼 |
| Fort Point Capital Partners LLC | 4,301 | $116.7 萬 | 0.18% | +627+17.1% | 加碼 |
| AlphaCrest Capital Management LLC | 4,300 | $116.6 萬 | 0.06% | −29,503−87.3% | 減碼 |
| Sargent Investment Group, LLC | 4,300 | $116.6 萬 | 0.28% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 4,295 | $116.5 萬 | 0.13% | +302+7.6% | 加碼 |
| Rathbone Brothers plc | 4,292 | $116.4 萬 | 0.01% | +269+6.7% | 加碼 |
| HM Payson & Co | 4,274 | $115.9 萬 | 0.03% | −96−2.2% | 減碼 |
| Claraphi Advisory Network, LLC | 4,264 | $115.6 萬 | 0.41% | +253+6.3% | 加碼 |
| Insight Advisors, LLC | 3,745 | $115.4 萬 | 0.34% | +66+1.8% | 加碼 |
| Allred Capital Management, LLC | 4,252 | $115.3 萬 | 0.60% | −140−3.2% | 減碼 |
| Morse Asset Management, Inc | 4,235 | $114.9 萬 | 0.27% | +115+2.8% | 加碼 |
| Legacy Private Trust Co. | 4,215 | $114.3 萬 | 0.09% | +4,215 | 新進 |
| Great Diamond Partners, LLC | 4,210 | $114.1 萬 | 0.31% | +45+1.1% | 加碼 |
| Graypoint LLC | 4,199 | $113.9 萬 | 0.14% | +1,225+41.2% | 加碼 |
| Rehmann Capital Advisory Group | 4,196 | $113.8 萬 | 0.11% | +250+6.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 4,184 | $113.5 萬 | 0.02% | +444+11.9% | 加碼 |
| Argent Advisors, Inc. | 4,167 | $113.0 萬 | 0.65% | +634+17.9% | 加碼 |
| Centric Wealth Management | 4,149 | $112.5 萬 | 0.41% | 00.0% | 不變 |
| Shorepoint Capital Partners LLC | 4,147 | $112.5 萬 | 0.51% | +4,147 | 新進 |
| Gainplan LLC | 4,053 | $112.2 萬 | 0.50% | +2,861+240.0% | 加碼 |
| Menard Financial Group LLC | 4,130 | $112.0 萬 | 0.98% | +724+21.3% | 加碼 |
| Lineweaver Wealth Advisors, LLC | 4,101 | $111.2 萬 | 0.34% | +147+3.7% | 加碼 |
| Magnolia Capital Advisors LLC | 4,086 | $110.8 萬 | 0.39% | +1,811+79.6% | 加碼 |
| Sage Rhino Capital LLC | 4,077 | $110.6 萬 | 0.34% | +59+1.5% | 加碼 |
| Brown Capital Management LLC | 4,058 | $110.1 萬 | 0.01% | −879−17.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,748 | $109.6 萬 | 0.15% | +89+2.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 3,999 | $108.5 萬 | 0.12% | −4,668−53.9% | 減碼 |
| Capital Asset Advisory Services LLC | 3,990 | $108.2 萬 | 0.12% | −1,039−20.7% | 減碼 |
| Riverview Trust Co | 3,969 | $107.6 萬 | 1.14% | 00.0% | 不變 |
| Brown Advisory Securities, LLC | 3,963 | $107.5 萬 | 0.32% | −8,756−68.8% | 減碼 |
| Adams Chetwood Wealth Management LLC | 3,959 | $107.4 萬 | 0.78% | −20−0.5% | 減碼 |
| Montag A & Associates Inc | 3,958 | $107.3 萬 | 0.06% | −908−18.7% | 減碼 |
| Haverford Trust Co | 3,938 | $106.8 萬 | 0.01% | +594+17.8% | 加碼 |
| Principle Wealth Partners LLC | 3,933 | $106.7 萬 | 0.12% | +40+1.0% | 加碼 |
| Covenant Partners, LLC | 3,928 | $106.5 萬 | 0.42% | 00.0% | 不變 |
| Trust Investment Advisors | 3,915 | $106.2 萬 | 0.95% | +488+14.2% | 加碼 |
| Strategic Blueprint, LLC | 3,904 | $105.9 萬 | 0.17% | +722+22.7% | 加碼 |
| Wambolt & Associates, LLC | 900,577 | $105.9 萬 | 0.42% | +900,577 | 新進 |
| Essex Savings Bank | 3,986 | $105.8 萬 | 0.38% | +97+2.5% | 加碼 |
| Tectonic Advisors LLC | 3,893 | $105.6 萬 | 0.21% | +15+0.4% | 加碼 |
| Professional Planning | 3,892 | $105.5 萬 | 0.50% | +110+2.9% | 加碼 |
| Cim Investment Mangement Inc | 3,887 | $105.4 萬 | 0.33% | −32−0.8% | 減碼 |
| Highlander Capital Management, LLC | 3,882 | $105.3 萬 | 0.53% | +7+0.2% | 加碼 |
| Chemung Canal Trust Co | 3,845 | $104.3 萬 | 0.20% | −217−5.3% | 減碼 |
| Buckley Wealth Management, LLC | 3,817 | $103.5 萬 | 0.33% | −215−5.3% | 減碼 |
| Camelot Portfolios, LLC | 3,803 | $103.1 萬 | 0.53% | −370−8.9% | 減碼 |
| Israel Discount Bank of New York | 3,785 | $102.7 萬 | 0.69% | +3,785 | 新進 |
| Allworth Financial LP | 3,782 | $102.6 萬 | 0.02% | +1,063+39.1% | 加碼 |
| Merit Financial Group, LLC | 3,780 | $102.5 萬 | 0.11% | +54+1.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 3,766 | $102.1 萬 | 0.27% | +38+1.0% | 加碼 |
| Altfest L J & Co Inc | 3,756 | $101.9 萬 | 0.21% | +82+2.2% | 加碼 |
| Concorde Asset Management, LLC | 3,730 | $101.2 萬 | 0.58% | +3,730 | 新進 |
| Resources Investment Advisors, LLC. | 3,723 | $101.0 萬 | 0.04% | −137−3.5% | 減碼 |
| Wealth Management Associates, Inc. | 3,715 | $100.8 萬 | 0.59% | +46+1.3% | 加碼 |
| Edge Capital Group, LLC | 3,707 | $100.5 萬 | 0.08% | +790+27.1% | 加碼 |
| Harfst & Associates, Inc. | 3,690 | $100.0 萬 | 0.28% | +16+0.4% | 加碼 |
| Taylor Wealth Management Partners | 3,682 | $99.9 萬 | 0.36% | +3,682 | 新進 |
| Seven Eight Capital, LP | 3,681 | $99.8 萬 | 0.10% | −12,406−77.1% | 減碼 |
| Diligent Investors, LLC | 4,079 | $99.6 萬 | 0.34% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 3,672 | $99.6 萬 | 0.14% | 00.0% | 不變 |
| BFT Financial Group, LLC | 3,667 | $99.5 萬 | 0.18% | +10+0.3% | 加碼 |
| Bordeaux Wealth Advisors LLC | 3,665 | $99.4 萬 | 0.56% | +60+1.7% | 加碼 |
| AlphaStar Capital Management, LLC | 3,425 | $99.3 萬 | 0.07% | +3,425 | 新進 |
| Creative Financial Designs Inc | 3,659 | $99.2 萬 | 0.16% | +255+7.5% | 加碼 |
| Golden State Wealth Management, LLC | 3,648 | $98.9 萬 | 0.22% | −1,176−24.4% | 減碼 |
| Centiva Capital, LP | 3,628 | $98.4 萬 | 0.08% | −1,079−22.9% | 減碼 |
| 9258 Wealth Management, LLC | 3,623 | $98.3 萬 | 0.26% | +912+33.6% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 3,616 | $98.1 萬 | 0.36% | +78+2.2% | 加碼 |
| Homrich & Berg | 3,609 | $97.9 萬 | 0.02% | +36+1.0% | 加碼 |
| Founders Financial Securities LLC | 3,605 | $97.8 萬 | 0.20% | −1,098−23.3% | 減碼 |
| Lindbrook Capital, LLC | 3,595 | $97.5 萬 | 0.26% | +470+15.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,591 | $97.4 萬 | 0.08% | −70−1.9% | 減碼 |
| Norris Financial Group, LLC | 3,582 | $97.2 萬 | 0.64% | +3,582 | 新進 |
| Fairfield, Bush & Co. | 3,558 | $96.5 萬 | 0.31% | −15−0.4% | 減碼 |
| Glen Eagle Advisors, LLC | 3,535 | $95.9 萬 | 0.28% | −22−0.6% | 減碼 |
| Ramiah Investment Group | 3,533 | $95.8 萬 | 0.69% | −12−0.3% | 減碼 |
| AGF Investments LLC | 3,531 | $95.8 萬 | 0.09% | +3,531 | 新進 |
| Lumature Wealth Partners, LLC | 3,521 | $95.5 萬 | 0.39% | +147+4.4% | 加碼 |
| Silicon Valley Capital Partners | 3,515 | $95.3 萬 | 0.18% | +142+4.2% | 加碼 |
| Penserra Capital Management LLC | 3,520 | $95.3 萬 | 0.02% | +513+17.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,511 | $95.2 萬 | 0.22% | −226−6.0% | 減碼 |
| Congress Park Capital LLC | 3,500 | $94.9 萬 | 0.49% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 3,493 | $94.7 萬 | 0.01% | +389+12.5% | 加碼 |
| Mission Creek Capital Partners, Inc. | 3,486 | $94.5 萬 | 0.18% | +257+8.0% | 加碼 |
| Clear Perspective Advisors, LLC | 3,480 | $94.4 萬 | 0.32% | +294+9.2% | 加碼 |
| G&S Capital LLC | 3,480 | $94.4 萬 | 0.52% | +3,480 | 新進 |
| Sofos Investments, Inc. | 2,432 | $94.0 萬 | 0.68% | −2,819−53.7% | 減碼 |
| Golden Green, Inc. | 3,456 | $93.7 萬 | 0.73% | −698−16.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,450 | $93.6 萬 | 0.31% | −200−5.5% | 減碼 |