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 +204 家
- 持有股數
- 7.73 億
- 較 2021 年第 3 季 +723.1 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
- 134
- 另有 691 家減碼
另有 36 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 |
|---|---|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 4,519 | $114.8 萬 | 0.33% | +418+10.2% | 加碼 |
| G&S Capital LLC | 4,522 | $114.9 萬 | 0.57% | +1,042+29.9% | 加碼 |
| Wolff Wiese Magana LLC | 4,527 | $115.1 萬 | 0.74% | −38−0.8% | 減碼 |
| Menard Financial Group LLC | 4,570 | $116.1 萬 | 0.95% | +440+10.7% | 加碼 |
| Financial Architects, Inc | 4,585 | $116.5 萬 | 0.16% | −395−7.9% | 減碼 |
| Amarillo National Bank | 4,586 | $116.5 萬 | 0.23% | +173+3.9% | 加碼 |
| Teamwork Financial Advisors, LLC | 4,605 | $117.0 萬 | 0.21% | −14−0.3% | 減碼 |
| Eads & Heald Wealth Management | 4,608 | $117.1 萬 | 0.51% | +20+0.4% | 加碼 |
| Plancorp, LLC | 4,612 | $117.2 萬 | 0.07% | +3,689+399.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,614 | $117.3 萬 | 0.12% | +33+0.7% | 加碼 |
| PSI Advisors, LLC | 4,628 | $117.6 萬 | 0.48% | +70+1.5% | 加碼 |
| Two Sigma Securities, LLC | 4,639 | $117.9 萬 | 0.23% | +3,581+338.5% | 加碼 |
| Riverview Capital Advisers, LLC | 4,645 | $118.0 萬 | 0.53% | +4,645 | 新進 |
| Buckingham Strategic Wealth, LLC | 4,670 | $118.7 萬 | 0.02% | +486+11.6% | 加碼 |
| Accretive Wealth Partners, LLC | 4,674 | $118.8 萬 | 0.76% | +52+1.1% | 加碼 |
| Tru Independence Asset Management 2, LLC | 4,695 | $119.3 萬 | 0.63% | +1,776+60.8% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,700 | $119.4 萬 | 0.42% | 00.0% | 不變 |
| Sentry Investment Management LLC | 4,701 | $119.5 萬 | 0.31% | −3,904−45.4% | 減碼 |
| First Manhattan Co | 4,718 | $119.8 萬 | 0.00% | −773−14.1% | 減碼 |
| Israel Discount Bank of New York | 4,719 | $119.9 萬 | 0.74% | +934+24.7% | 加碼 |
| Tolleson Wealth Management, Inc. | 4,730 | $120.2 萬 | 0.32% | +4,730 | 新進 |
| BSW Wealth Partners | 4,734 | $120.3 萬 | 0.30% | +352+8.0% | 加碼 |
| Koss-Olinger Consulting, LLC | 4,736 | $120.4 萬 | 0.19% | +284+6.4% | 加碼 |
| Stokes Family Office, LLC | 4,743 | $120.5 萬 | 0.15% | −16−0.3% | 減碼 |
| Capital Planning Advisors, LLC | 4,750 | $120.7 萬 | 0.23% | −16−0.3% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,835 | $120.9 萬 | 0.13% | −113−2.3% | 減碼 |
| Gryphon Financial Partners LLC | 4,762 | $121.0 萬 | 0.24% | −236−4.7% | 減碼 |
| Headinvest, LLC | 4,765 | $121.1 萬 | 0.21% | +168+3.7% | 加碼 |
| Harbour Investments, Inc. | 4,787 | $121.7 萬 | 0.07% | −2,923−37.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,790 | $121.7 萬 | 0.10% | +1,445+43.2% | 加碼 |
| Leelyn Smith, LLC | 4,796 | $121.9 萬 | 0.33% | +327+7.3% | 加碼 |
| GraniteShares Advisors LLC | 4,801 | $122.0 萬 | 0.56% | +4,801 | 新進 |
| Avantax Planning Partners, Inc. | 4,803 | $122.1 萬 | 0.05% | +123+2.6% | 加碼 |
| Evoke Wealth, LLC | 5,041 | $122.5 萬 | 0.04% | +200+4.1% | 加碼 |
| Brown Capital Management LLC | 4,827 | $122.7 萬 | 0.01% | +769+19.0% | 加碼 |
| Midwest Professional Planners, LTD. | 4,837 | $122.9 萬 | 0.60% | +108+2.3% | 加碼 |
| TLWM | 4,850 | $123.3 萬 | 0.41% | +168+3.6% | 加碼 |
| Modera Wealth Management, LLC | 4,849 | $123.3 萬 | 0.05% | +2,748+130.8% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 4,861 | $123.5 萬 | 0.48% | +260+5.7% | 加碼 |
| NVWM, LLC | 4,871 | $123.8 萬 | 0.39% | −915−15.8% | 減碼 |
| Legacy Bridge, LLC | 4,879 | $124.0 萬 | 0.65% | −105−2.1% | 減碼 |
| New Century Advisors, LLC | 4,880 | $124.0 萬 | 1.18% | +4,880 | 新進 |
| Golden State Wealth Management, LLC | 4,884 | $124.1 萬 | 0.21% | +1,236+33.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 4,920 | $125.0 萬 | 0.01% | −82−1.6% | 減碼 |
| Gladius Capital Management LP | 4,920 | $125.1 萬 | 0.42% | +4,920 | 新進 |
| Strategic Blueprint, LLC | 4,932 | $125.3 萬 | 0.16% | +1,028+26.3% | 加碼 |
| Quadrant Capital Group LLC | 4,956 | $126.0 萬 | 0.15% | −139−2.7% | 減碼 |
| Bryn Mawr Trust Co | 4,981 | $126.6 萬 | 0.05% | −33−0.7% | 減碼 |
| Greenline Partners, LLC | 4,995 | $126.9 萬 | 0.24% | −20.0% | 減碼 |
| Capital Investment Advisors, LLC | 5,000 | $127.1 萬 | 0.04% | +270+5.7% | 加碼 |
| CoreCap Advisors, LLC | 5,001 | $127.1 萬 | 0.09% | +5,001 | 新進 |
| Atom Investors LP | 5,008 | $127.3 萬 | 0.35% | +1,850+58.6% | 加碼 |
| Bond & Devick Financial Network, Inc. | 5,015 | $127.4 萬 | 0.96% | −100−2.0% | 減碼 |
| Nwam LLC | 5,041 | $128.1 萬 | 0.10% | +488+10.7% | 加碼 |
| Lee Capital Holdings LLC | 5,055 | $128.5 萬 | 0.68% | −11,695−69.8% | 減碼 |
| SPC Financial, Inc. | 5,078 | $129.0 萬 | 0.14% | +3,939+345.8% | 加碼 |
| DB Fitzpatrick & Co, Inc | 5,093 | $129.4 萬 | 1.21% | +5,093 | 新進 |
| Wambolt & Associates, LLC | 901,553 | $129.5 萬 | 0.47% | +976+0.1% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 5,098 | $129.6 萬 | 1.04% | +5,098 | 新進 |
| Buffington Mohr McNeal | 5,108 | $129.8 萬 | 0.22% | +582+12.9% | 加碼 |
| Rainsberger Wealth Advisors, Inc. | 5,113 | $129.9 萬 | 0.76% | +5,113 | 新進 |
| First Pacific Advisors, LP | 5,125 | $130.2 萬 | 0.02% | −915−15.1% | 減碼 |
| Next Century Growth Investors LLC | 5,142 | $130.6 萬 | 0.12% | −3−0.1% | 減碼 |
| Financial Advocates Investment Management | 5,139 | $130.6 萬 | 0.09% | +557+12.2% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 5,154 | $131.0 萬 | 0.25% | +674+15.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 5,162 | $131.2 萬 | 0.67% | +5,162 | 新進 |
| StoneX Group Inc. | 5,212 | $132.5 萬 | 0.15% | +563+12.1% | 加碼 |
| Perennial Investment Advisors, LLC | 5,225 | $132.7 萬 | 0.41% | +220+4.4% | 加碼 |
| Landscape Capital Management, L.L.C. | 5,241 | $133.2 萬 | 0.19% | +1,569+42.7% | 加碼 |
| Barden Capital Management, Inc. | 5,240 | $133.2 萬 | 1.27% | +5,240 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,248 | $133.4 萬 | 0.07% | +184+3.6% | 加碼 |
| Sky Investment Group LLC | 5,254 | $133.5 萬 | 0.27% | −40−0.8% | 減碼 |
| Curbstone Financial Management Corp | 5,256 | $133.6 萬 | 0.24% | 00.0% | 不變 |
| Byrne Asset Management LLC | 5,267 | $133.9 萬 | 0.87% | +5,267 | 新進 |
| KRS Capital Management, LLC | 5,283 | $134.2 萬 | 1.15% | +5,283 | 新進 |
| Redmont Wealth Advisors LLC | 5,300 | $134.7 萬 | 1.49% | +5,300 | 新進 |
| Graypoint LLC | 5,305 | $134.8 萬 | 0.14% | +1,106+26.3% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 5,325 | $135.3 萬 | 0.69% | +400+8.1% | 加碼 |
| Alta Wealth Advisors LLC | 5,360 | $136.2 萬 | 0.84% | +850+18.8% | 加碼 |
| Summit Global Investments | 5,383 | $136.8 萬 | 0.09% | +291+5.7% | 加碼 |
| Redmond Asset Management, LLC | 5,385 | $136.8 萬 | 0.38% | +463+9.4% | 加碼 |
| 1st Source Bank | 5,386 | $136.9 萬 | 0.08% | −188−3.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 5,397 | $137.2 萬 | 0.08% | −211−3.8% | 減碼 |
| Community Bank & Trust, Waco, Texas | 5,422 | $137.8 萬 | 0.41% | −20−0.4% | 減碼 |
| Alaethes Wealth LLC | 5,428 | $137.9 萬 | 0.87% | +21+0.4% | 加碼 |
| Blodgett Wealth Advisors, LLC | 5,425 | $137.9 萬 | 1.08% | +5,425 | 新進 |
| Country Club Trust Company, n.a. | 5,426 | $138.5 萬 | 0.11% | +818+17.8% | 加碼 |
| Wealthsource Partners, LLC | 5,454 | $138.6 萬 | 0.11% | +981+21.9% | 加碼 |
| First United Bank Trust | 5,482 | $139.3 萬 | 0.51% | +25+0.5% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 5,484 | $139.4 萬 | 1.00% | −79−1.4% | 減碼 |
| Bard Financial Services, Inc. | 5,485 | $139.4 萬 | 0.11% | 00.0% | 不變 |
| DCM Advisors, LLC | 5,514 | $140.1 萬 | 0.41% | −783−12.4% | 減碼 |
| BigSur Wealth Management LLC | 5,600 | $142.3 萬 | 0.56% | 00.0% | 不變 |
| Herbst Group, LLC | 5,608 | $142.5 萬 | 0.88% | +5,608 | 新進 |
| Rossmore Private Capital | 5,612 | $142.6 萬 | 0.22% | +59+1.1% | 加碼 |
| Kistler-Tiffany Companies, LLC | 5,644 | $143.4 萬 | 0.28% | +745+15.2% | 加碼 |
| Ameritas Advisory Services, LLC | 5,651 | $143.6 萬 | 0.05% | +5,651 | 新進 |
| Congress Wealth Management LLC | 5,666 | $144.0 萬 | 0.03% | +5,666 | 新進 |
| McDonald Partners LLC | 5,700 | $144.9 萬 | 1.34% | +3,706+185.9% | 加碼 |
| Absolute Capital Management, LLC | 5,700 | $144.9 萬 | 1.34% | +5,700 | 新進 |