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 |
|---|---|---|---|---|---|
| Juncture Wealth Strategies, LLC | 3,434 | $93.1 萬 | 0.49% | −5−0.1% | 減碼 |
| TSFG, LLC | 3,414 | $92.6 萬 | 0.36% | +19+0.6% | 加碼 |
| MUFG Americas Holdings Corp | 3,408 | $92.4 萬 | 0.02% | +167+5.2% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 3,052 | $92.4 萬 | 0.45% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 3,399 | $92.2 萬 | 0.15% | +63+1.9% | 加碼 |
| Platform Technology Partners | 3,385 | $91.8 萬 | 0.42% | +203+6.4% | 加碼 |
| Quattro Financial Advisors LLC | 3,150 | $91.6 萬 | 0.24% | +150+5.0% | 加碼 |
| YHB Investment Advisors, Inc. | 3,364 | $91.2 萬 | 0.08% | +23+0.7% | 加碼 |
| AdvisorNet Financial, Inc | 3,346 | $90.8 萬 | 0.06% | +868+35.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,345 | $90.7 萬 | 0.11% | −213−6.0% | 減碼 |
| Valley Brook Capital Group | 3,337 | $90.5 萬 | 0.90% | +39+1.2% | 加碼 |
| FineMark National Bank & Trust | 3,298 | $89.4 萬 | 0.04% | +429+15.0% | 加碼 |
| Fortem Financial Group, LLC | 3,290 | $89.2 萬 | 0.45% | −450−12.0% | 減碼 |
| Jacobi Capital Management LLC | 3,279 | $88.9 萬 | 0.11% | −308−8.6% | 減碼 |
| Bayesian Capital Management, LP | 3,262 | $88.5 萬 | 0.26% | −20,138−86.1% | 減碼 |
| West Family Investments, Inc. | 3,253 | $88.2 萬 | 0.23% | +434+15.4% | 加碼 |
| IMS Capital Management | 3,249 | $88.1 萬 | 0.51% | 00.0% | 不變 |
| CPWM, LLC | 3,245 | $88.0 萬 | 0.08% | +725+28.8% | 加碼 |
| Boenning & Scattergood, Inc. | 3,242 | $87.9 萬 | 0.15% | +1,000+44.6% | 加碼 |
| Thomas White International Ltd | 3,227 | $87.5 萬 | 0.13% | 00.0% | 不變 |
| Ellevest, Inc. | 3,221 | $87.4 萬 | 0.09% | +756+30.7% | 加碼 |
| Highland Private Wealth Management | 3,220 | $87.3 萬 | 0.12% | −117−3.5% | 減碼 |
| Greystone Financial Group, LLC | 3,182 | $86.3 萬 | 0.26% | +3,182 | 新進 |
| Cornerstone Wealth Management, LLC | 3,175 | $86.1 萬 | 0.09% | +230+7.8% | 加碼 |
| Banco BTG Pactual S.A. | 3,170 | $86.0 萬 | 0.37% | −110−3.4% | 減碼 |
| Kore Private Wealth LLC | 3,171 | $86.0 萬 | 0.09% | +740+30.4% | 加碼 |
| Spotlight Asset Group, Inc. | 3,169 | $85.9 萬 | 0.43% | −1,545−32.8% | 減碼 |
| Claro Advisors LLC | 3,169 | $85.9 萬 | 0.36% | +75+2.4% | 加碼 |
| Atom Investors LP | 3,158 | $85.7 萬 | 0.17% | −3,727−54.1% | 減碼 |
| DSC Advisors, L.P. | 3,147 | $85.4 萬 | 1.13% | +470+17.6% | 加碼 |
| Oxford Financial Group Ltd | 3,144 | $85.3 萬 | 0.11% | −432−12.1% | 減碼 |
| SFMG, LLC | 3,134 | $85.0 萬 | 0.09% | −132−4.0% | 減碼 |
| RiverGlades Family Offices LLC | 3,125 | $84.8 萬 | 0.66% | 00.0% | 不變 |
| First Pacific Financial | 3,121 | $84.6 萬 | 0.45% | +154+5.2% | 加碼 |
| WP Advisors, LLC | 3,105 | $84.2 萬 | 0.35% | −45−1.4% | 減碼 |
| Beaumont Financial Partners, LLC | 3,092 | $83.8 萬 | 0.06% | +269+9.5% | 加碼 |
| Global Trust Asset Management, LLC | 3,082 | $83.6 萬 | 0.37% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 3,084 | $83.6 萬 | 0.04% | +3,084 | 新進 |
| ETF Managers Group, LLC | 3,071 | $83.1 萬 | 0.02% | +236+8.3% | 加碼 |
| SkyView Investment Advisors, LLC | 3,054 | $82.8 萬 | 0.23% | +29+1.0% | 加碼 |
| Aaron Wealth Advisors | 3,049 | $82.6 萬 | 0.23% | −698−18.6% | 減碼 |
| LCM Capital Management Inc | 3,041 | $82.5 萬 | 0.70% | −24−0.8% | 減碼 |
| McDaniel Terry & Co | 3,038 | $82.4 萬 | 0.10% | +242+8.7% | 加碼 |
| Roanoke Asset Management Corp | 3,019 | $81.9 萬 | 0.29% | +3,019 | 新進 |
| Csenge Advisory Group | 2,966 | $81.7 萬 | 0.07% | +167+6.0% | 加碼 |
| Cahill Financial Advisors Inc | 3,006 | $81.5 萬 | 0.17% | +46+1.6% | 加碼 |
| Garrett Investment Advisors LLC | 3,003 | $81.4 萬 | 0.27% | +499+19.9% | 加碼 |
| Octavia Wealth Advisors, LLC | 2,996 | $81.2 萬 | 0.21% | −199−6.2% | 減碼 |
| Bellecapital International Ltd. | 2,994 | $81.2 萬 | 0.25% | +39+1.3% | 加碼 |
| Citizens Financial Group Inc | 2,989 | $81.1 萬 | 0.03% | +614+25.9% | 加碼 |
| Caxton Corp | 2,986 | $81.0 萬 | 0.66% | −2−0.1% | 減碼 |
| Sax Wealth Advisors, LLC | 2,987 | $81.0 萬 | 0.19% | 00.0% | 不變 |
| First National Bank | 2,981 | $80.9 萬 | 0.77% | +2,981 | 新進 |
| Baxter Bros Inc | 2,980 | $80.8 萬 | 0.13% | +2,980 | 新進 |
| Woodard & Co Asset Management Group Inc | 2,976 | $80.7 萬 | 0.50% | +2,976 | 新進 |
| Smithfield Trust Co | 2,995 | $80.6 萬 | 0.05% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 2,961 | $80.3 萬 | 0.15% | −201−6.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 2,949 | $80.0 萬 | 0.23% | +1,354+84.9% | 加碼 |
| Warther Private Wealth, LLC | 2,889 | $79.5 萬 | 0.71% | +194+7.2% | 加碼 |
| Paradigm Financial Advisors, LLC | 2,926 | $79.4 萬 | 0.18% | +18+0.6% | 加碼 |
| D.B. Root & Company, LLC | 2,930 | $79.4 萬 | 0.31% | +785+36.6% | 加碼 |
| Solstein Capital, LLC | 2,928 | $79.4 萬 | 0.46% | +1,750+148.6% | 加碼 |
| First Heartland Consultants, Inc. | 2,921 | $79.2 萬 | 0.12% | −571−16.4% | 減碼 |
| Tru Independence Asset Management 2, LLC | 2,919 | $79.2 萬 | 0.56% | +1,324+83.0% | 加碼 |
| Proficio Capital Partners LLC | 2,918 | $79.1 萬 | 0.10% | +178+6.5% | 加碼 |
| Glenview Trust Co | 2,912 | $79.0 萬 | 0.03% | 00.0% | 不變 |
| NorthRock Partners, LLC | 2,843 | $79.0 萬 | 0.06% | +753+36.0% | 加碼 |
| Marcum Wealth, LLC | 2,908 | $78.9 萬 | 0.12% | +313+12.1% | 加碼 |
| Hilltop Holdings Inc. | 2,898 | $78.6 萬 | 0.09% | −275−8.7% | 減碼 |
| Parker Investment Management, LLC | 2,895 | $78.5 萬 | 0.13% | −448−13.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 2,886 | $78.3 萬 | 0.03% | +126+4.6% | 加碼 |
| Oder Investment Management, LLC | 2,884 | $78.2 萬 | 1.15% | +18+0.6% | 加碼 |
| Prudent Man Advisors, LLC | 2,868 | $77.8 萬 | 0.29% | −28−1.0% | 減碼 |
| Occidental Asset Management, LLC | 2,870 | $77.8 萬 | 0.20% | +812+39.5% | 加碼 |
| Davis R M Inc | 2,860 | $77.6 萬 | 0.02% | +21+0.7% | 加碼 |
| Stansberry Asset Management, LLC | 2,860 | $77.6 萬 | 0.16% | +2,860 | 新進 |
| Silvercrest Asset Management Group LLC | 2,857 | $77.5 萬 | 0.01% | +908+46.6% | 加碼 |
| United Maritime Capital LLC | 2,854 | $77.4 萬 | 0.86% | −1,300−31.3% | 減碼 |
| Americana Partners, LLC | 2,844 | $77.1 萬 | 0.19% | +1,569+123.1% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,837 | $77.0 萬 | 0.31% | −983−25.7% | 減碼 |
| Blueprint Investment Partners LLC | 2,828 | $76.7 萬 | 0.38% | +1,736+159.0% | 加碼 |
| Fulcrum Capital LLC | 2,820 | $76.5 萬 | 0.18% | −682−19.5% | 減碼 |
| Redwood Investments, LLC | 2,771 | $75.2 萬 | 0.06% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 2,732 | $74.1 萬 | 0.01% | −227,847−98.8% | 減碼 |
| Maven Securities LTD | 2,721 | $73.8 萬 | 0.08% | −921−25.3% | 減碼 |
| Conway Capital Management, Inc. | 2,710 | $73.5 萬 | 0.50% | 00.0% | 不變 |
| One Capital Management, LLC | 2,707 | $73.4 萬 | 0.06% | −186−6.4% | 減碼 |
| Patron Partners Advisors, LLC | 2,709 | $73.4 萬 | 0.54% | −3−0.1% | 減碼 |
| Mather Group, LLC. | 2,702 | $73.3 萬 | 0.02% | −101−3.6% | 減碼 |
| Balentine LLC | 2,702 | $73.3 萬 | 0.03% | +1,512+127.1% | 加碼 |
| Running Point Capital Advisors, LLC | 2,695 | $73.1 萬 | 0.32% | +212+8.5% | 加碼 |
| Associated Banc-Corp | 2,690 | $73.0 萬 | 0.03% | 00.0% | 不變 |
| Balasa Dinverno & Foltz LLC | 2,680 | $72.7 萬 | 0.05% | +507+23.3% | 加碼 |
| Sunflower Bank, N.A. | 2,677 | $72.6 萬 | 0.10% | +4+0.1% | 加碼 |
| Valmark Advisers, Inc. | 2,678 | $72.6 萬 | 0.01% | +193+7.8% | 加碼 |
| Tarbox Family Office, Inc. | 2,654 | $72.0 萬 | 0.13% | −10.0% | 減碼 |
| Tradition Wealth Management, LLC | 2,637 | $71.5 萬 | 0.10% | +280+11.9% | 加碼 |
| First Nebraska Trust Co | 2,634 | $71.4 萬 | 0.09% | +7+0.3% | 加碼 |
| Fulcrum Asset Management LLP | – | $71.4 萬 | 0.35% | – | 新進 |
| SOA Wealth Advisors, LLC. | 2,631 | $71.3 萬 | 0.18% | +10.0% | 加碼 |