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 4 季 13F 持有人
Salesforce, Inc. 在 2021/12/31 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
- 2,356
- 較 2021 年第 3 季 +205 家
- 持有股數
- 7.73 億
- 較 2021 年第 3 季 +723.2 萬 (+0.9%)
- 總市值
- $1,955 億
- 較 2021 年第 3 季 −$119.0 億 (−5.7%)
- 新進機構
- 338
- 另有 1,094 家加碼
- 清倉機構
- 133
- 另有 691 家減碼
另有 37 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 3,637 | $92.4 萬 | 0.07% | +273+8.1% | 加碼 |
| Valley Brook Capital Group | 3,644 | $92.6 萬 | 0.80% | +307+9.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,629 | $92.6 萬 | 0.26% | +2,015+124.8% | 加碼 |
| Vienna Asset Management LLC | 3,647 | $92.7 萬 | 0.84% | +3,647 | 新進 |
| Campbell & CO Investment Adviser LLC | 3,650 | $92.8 萬 | 0.32% | +200+5.8% | 加碼 |
| Juncture Wealth Strategies, LLC | 3,650 | $92.8 萬 | 0.44% | +216+6.3% | 加碼 |
| Balentine LLC | 3,660 | $93.0 萬 | 0.03% | +958+35.5% | 加碼 |
| Octavia Wealth Advisors, LLC | 3,669 | $93.2 萬 | 0.20% | +673+22.5% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 3,684 | $93.6 萬 | 0.09% | −315−7.9% | 減碼 |
| Colonial River Wealth Management, LLC | 3,699 | $94.0 萬 | 0.51% | −4,077−52.4% | 減碼 |
| Bordeaux Wealth Advisors LLC | 3,732 | $94.8 萬 | 0.44% | +67+1.8% | 加碼 |
| Encompass Wealth Advisors, LLC | 3,767 | $95.7 萬 | 0.23% | +10.0% | 加碼 |
| Concorde Asset Management, LLC | 3,764 | $95.7 萬 | 0.59% | +34+0.9% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,777 | $95.9 萬 | 0.08% | +3,710+5,537.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,794 | $96.4 萬 | 0.13% | +46+1.2% | 加碼 |
| Kraematon Investment Advisors, Inc | 3,801 | $96.6 萬 | 0.87% | +3,801 | 新進 |
| Chemung Canal Trust Co | 3,809 | $96.8 萬 | 0.17% | −36−0.9% | 減碼 |
| Founders Financial Securities LLC | 3,811 | $96.8 萬 | 0.17% | +206+5.7% | 加碼 |
| Brown Advisory Securities, LLC | 3,813 | $97.0 萬 | 0.41% | −150−3.8% | 減碼 |
| Quantinno Capital Management LP | 3,822 | $97.1 萬 | 0.18% | +2,570+205.3% | 加碼 |
| USA Financial Portformulas Corp | 3,850 | $97.8 萬 | 0.84% | +3,846+96,150.0% | 加碼 |
| Dohj, LLC | 3,858 | $98.0 萬 | 0.44% | −114−2.9% | 減碼 |
| Adams Chetwood Wealth Management LLC | 3,868 | $98.3 萬 | 0.67% | −91−2.3% | 減碼 |
| Morse Asset Management, Inc | 3,875 | $98.5 萬 | 0.22% | −360−8.5% | 減碼 |
| Highlander Capital Management, LLC | 3,882 | $98.7 萬 | 0.46% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,886 | $98.8 萬 | 0.07% | +1,043+36.7% | 加碼 |
| Tectonic Advisors LLC | 3,893 | $99.0 萬 | 0.18% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 3,901 | $99.1 萬 | 0.26% | +366+10.4% | 加碼 |
| One Capital Management, LLC | 3,915 | $99.4 萬 | 0.08% | +1,208+44.6% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,918 | $99.6 萬 | 0.94% | +3,918 | 新進 |
| Resources Investment Advisors, LLC. | 3,924 | $99.7 萬 | 0.04% | +201+5.4% | 加碼 |
| Covenant Partners, LLC | 3,928 | $99.8 萬 | 0.37% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 3,945 | $100.3 萬 | 0.54% | +230+6.2% | 加碼 |
| Whitener Capital Management, Inc. | 3,956 | $100.5 萬 | 0.36% | +1,191+43.1% | 加碼 |
| Riverview Trust Co | 3,969 | $100.9 萬 | 0.59% | 00.0% | 不變 |
| WESPAC Advisors SoCal, LLC | 4,354 | $101.1 萬 | 0.31% | −25−0.6% | 減碼 |
| Allworth Financial LP | 3,983 | $101.2 萬 | 0.01% | +201+5.3% | 加碼 |
| Western Pacific Wealth Management, LP | 3,990 | $101.3 萬 | 0.65% | +3,990 | 新進 |
| Advisors Capital Management, LLC | 3,993 | $101.5 萬 | 0.03% | +2,073+108.0% | 加碼 |
| Ardsley Advisory Partners LP | 4,000 | $101.7 萬 | 0.24% | −1,000−20.0% | 減碼 |
| Lyon Street Capital, LLC | 4,000 | $101.7 萬 | 1.01% | +4,000 | 新進 |
| MUFG Americas Holdings Corp | 4,006 | $101.8 萬 | 0.02% | +598+17.5% | 加碼 |
| Hilltop Holdings Inc. | 4,007 | $101.8 萬 | 0.11% | +1,109+38.3% | 加碼 |
| Occidental Asset Management, LLC | 4,035 | $102.5 萬 | 0.24% | +1,165+40.6% | 加碼 |
| Merit Financial Group, LLC | 4,047 | $102.8 萬 | 0.10% | +267+7.1% | 加碼 |
| Cadinha & Co LLC | 4,050 | $102.9 萬 | 0.14% | −3,620−47.2% | 減碼 |
| Allred Capital Management, LLC | 4,051 | $102.9 萬 | 0.50% | −201−4.7% | 減碼 |
| AlphaStar Capital Management, LLC | 4,462 | $103.2 萬 | 0.08% | +1,037+30.3% | 加碼 |
| Haverford Trust Co | 4,064 | $103.3 萬 | 0.01% | +126+3.2% | 加碼 |
| Harfst & Associates, Inc. | 4,065 | $103.3 萬 | 0.26% | +375+10.2% | 加碼 |
| Taylor Wealth Management Partners | 4,063 | $103.3 萬 | 0.36% | +381+10.3% | 加碼 |
| Integrated Advisors Network LLC | 4,068 | $103.4 萬 | 0.06% | −3,365−45.3% | 減碼 |
| Principle Wealth Partners LLC | 4,087 | $103.9 萬 | 0.11% | +154+3.9% | 加碼 |
| Argent Advisors, Inc. | 4,091 | $104.0 萬 | 0.56% | −76−1.8% | 減碼 |
| Hellman Jordan Management Co Inc | 4,093 | $104.0 萬 | 1.25% | +1,500+57.8% | 加碼 |
| Parametrica Management Ltd | 4,105 | $104.3 萬 | 1.04% | +4,105 | 新進 |
| Essex Financial Services, Inc. | 4,110 | $104.4 萬 | 0.10% | −185−4.3% | 減碼 |
| Fairfield, Bush & Co. | 4,111 | $104.5 萬 | 0.50% | +553+15.5% | 加碼 |
| Essex Savings Bank | 4,126 | $104.8 萬 | 0.36% | +140+3.5% | 加碼 |
| Magnolia Capital Advisors LLC | 4,128 | $104.9 萬 | 0.31% | +42+1.0% | 加碼 |
| Compass Financial Advisors LLC | 4,127 | $104.9 萬 | 1.16% | +4,127 | 新進 |
| Sage Rhino Capital LLC | 4,136 | $105.1 萬 | 0.29% | +59+1.4% | 加碼 |
| BIT Capital GmbH | 4,136 | $105.1 萬 | 0.08% | −44,632−91.5% | 減碼 |
| Jump Financial, LLC | 4,159 | $105.7 萬 | 0.07% | −2,841−40.6% | 減碼 |
| Smith, Salley & Associates | 4,160 | $105.7 萬 | 0.07% | −162−3.7% | 減碼 |
| Centric Wealth Management | 4,167 | $105.9 萬 | 0.35% | +18+0.4% | 加碼 |
| AMG National Trust Bank | 4,171 | $106.0 萬 | 0.03% | −240−5.4% | 減碼 |
| HM Payson & Co | 4,174 | $106.1 萬 | 0.02% | −100−2.3% | 減碼 |
| Buckley Wealth Management, LLC | 4,199 | $106.7 萬 | 0.31% | +382+10.0% | 加碼 |
| Paradigm Financial Partners, LLC | 4,238 | $107.7 萬 | 0.23% | −37−0.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,242 | $107.8 萬 | 0.07% | +2,594+157.4% | 加碼 |
| TKG Advisors, LLC | 4,243 | $107.8 萬 | 0.85% | +4,243 | 新進 |
| Shorepoint Capital Partners LLC | 4,250 | $108.0 萬 | 0.44% | +103+2.5% | 加碼 |
| Oak Ridge Investments LLC | 4,252 | $108.1 萬 | 0.09% | −35,872−89.4% | 減碼 |
| Rehmann Capital Advisory Group | 4,256 | $108.2 萬 | 0.10% | +60+1.4% | 加碼 |
| Symmetry Partners, LLC | 4,287 | $108.9 萬 | 0.07% | −173−3.9% | 減碼 |
| Montag A & Associates Inc | 4,293 | $109.1 萬 | 0.05% | +335+8.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,308 | $109.5 萬 | 0.12% | +4,308 | 新進 |
| Legal Advantage Investments, Inc. | 4,330 | $110.0 萬 | 0.75% | −50−1.1% | 減碼 |
| Rathbone Brothers plc | 4,330 | $110.0 萬 | 0.01% | +38+0.9% | 加碼 |
| Edge Capital Group, LLC | 4,347 | $110.5 萬 | 0.08% | +640+17.3% | 加碼 |
| Wintrust Investments LLC | 4,363 | $110.9 萬 | 0.11% | −400−8.4% | 減碼 |
| Donaldson Capital Management, LLC | 4,366 | $111.0 萬 | 0.05% | +1,282+41.6% | 加碼 |
| Great Diamond Partners, LLC | 4,375 | $111.1 萬 | 0.29% | +165+3.9% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,366 | $111.3 萬 | 0.43% | −547−11.1% | 減碼 |
| Finivi Inc. | 4,383 | $111.4 萬 | 1.18% | +4,383 | 新進 |
| 9258 Wealth Management, LLC | 4,387 | $111.5 萬 | 0.26% | +764+21.1% | 加碼 |
| Point72 Hong Kong Ltd | 4,390 | $111.6 萬 | 0.09% | −40,610−90.2% | 減碼 |
| HB Wealth Management, LLC | 4,399 | $111.8 萬 | 0.02% | +4,399 | 新進 |
| Stock Yards Bank & Trust Co | 4,420 | $112.4 萬 | 0.06% | +4,420 | 新進 |
| Brown, Lisle/Cummings, Inc. | 4,425 | $112.5 萬 | 0.56% | +4,425 | 新進 |
| FLC Capital Advisors | 4,427 | $112.5 萬 | 0.31% | −327−6.9% | 減碼 |
| Tranquility Partners, LLC | 4,447 | $113.0 萬 | 0.52% | +59+1.3% | 加碼 |
| Fort Point Capital Partners LLC | 4,464 | $113.4 萬 | 0.16% | +163+3.8% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,467 | $113.5 萬 | 0.34% | −63−1.4% | 減碼 |
| Chicago Trust Co NA | 4,484 | $114.0 萬 | 0.23% | −15−0.3% | 減碼 |
| Quest Capital Management Inc | 4,486 | $114.0 萬 | 0.20% | +181+4.2% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,451 | $114.1 萬 | 0.08% | +3,951+790.2% | 加碼 |
| Consilium Wealth Advisory, LLC | 4,495 | $114.2 萬 | 0.74% | +4,495 | 新進 |
| Sargent Investment Group, LLC | 4,515 | $114.7 萬 | 0.26% | +215+5.0% | 加碼 |