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 2,493 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 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 7,242 | $186.4 萬 | 0.22% | +2,491+52.4% | 加碼 |
| Intersect Capital LLC | 7,349 | $186.8 萬 | 0.34% | −4,848−39.7% | 減碼 |
| Laidlaw Wealth Management LLC | 7,370 | $187.3 萬 | 0.30% | +163+2.3% | 加碼 |
| MBB Public Markets I LLC | 7,373 | $187.4 萬 | 0.04% | +7,373 | 新進 |
| Lloyd Park, LLC | 7,385 | $187.7 萬 | 1.49% | +7,385 | 新進 |
| Legacy Private Trust Co. | 7,395 | $187.9 萬 | 0.14% | +3,180+75.4% | 加碼 |
| Compton Wealth Advisory Group, LLC | 7,418 | $188.5 萬 | 0.81% | +695+10.3% | 加碼 |
| Davenport & Co LLC | 7,431 | $188.8 萬 | 0.01% | +394+5.6% | 加碼 |
| Cornerstone National Bank & Trust Co | 7,434 | $188.9 萬 | 0.83% | +15+0.2% | 加碼 |
| St. Johns Investment Management Company, LLC | 7,438 | $189.0 萬 | 0.96% | −421−5.4% | 減碼 |
| Navalign, LLC | 7,455 | $189.5 萬 | 0.76% | −143−1.9% | 減碼 |
| Checchi Capital Advisers, LLC | 7,455 | $189.5 萬 | 0.21% | −7−0.1% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,465 | $189.7 萬 | 0.16% | −462−5.8% | 減碼 |
| Avalon Investment & Advisory | 7,474 | $189.9 萬 | 0.05% | −6,779−47.6% | 減碼 |
| American National Registered Investment Advisor, Inc. | 7,472 | $189.9 萬 | 0.63% | −20.0% | 減碼 |
| Bay Rivers Group | 7,504 | $190.7 萬 | 1.17% | +146+2.0% | 加碼 |
| Wade G W & Inc | 7,519 | $191.1 萬 | 0.08% | +183+2.5% | 加碼 |
| Regatta Capital Group, LLC | 7,529 | $191.3 萬 | 0.67% | +7,529 | 新進 |
| Exchange Traded Concepts, LLC | 7,538 | $191.6 萬 | 0.04% | −278−3.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,540 | $191.6 萬 | 0.55% | −134−1.7% | 減碼 |
| Oxler Private Wealth LLC | 7,567 | $192.3 萬 | 0.80% | −33−0.4% | 減碼 |
| Peterson Wealth Services | 7,567 | $192.3 萬 | 1.28% | +7,567 | 新進 |
| EP Wealth Advisors, LLC | 7,614 | $193.5 萬 | 0.05% | +1,686+28.4% | 加碼 |
| Acorn Financial Advisory Services Inc | 7,643 | $194.2 萬 | 0.39% | −10.0% | 減碼 |
| Signature Wealth Management Group | 7,641 | $194.2 萬 | 0.98% | +866+12.8% | 加碼 |
| Forum Financial Management, LP | 7,660 | $194.7 萬 | 0.10% | +7,660 | 新進 |
| Madden Securities Corp | 7,666 | $194.8 萬 | 0.91% | +473+6.6% | 加碼 |
| Compton Capital Management Inc | 7,710 | $195.9 萬 | 0.51% | +1,150+17.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 7,725 | $196.3 萬 | 0.68% | +7,725 | 新進 |
| Westover Capital Advisors, LLC | 7,727 | $196.4 萬 | 0.57% | +2,092+37.1% | 加碼 |
| IHT Wealth Management, LLC | 7,748 | $196.9 萬 | 0.15% | +532+7.4% | 加碼 |
| Modus Advisors, LLC | 7,776 | $197.6 萬 | 0.84% | −291−3.6% | 減碼 |
| Sunbelt Securities, Inc. | 9,088 | $197.6 萬 | 0.32% | +1,129+14.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 7,810 | $198.4 萬 | 0.17% | +3,250+71.3% | 加碼 |
| International Assets Investment Management, LLC | 7,824 | $198.8 萬 | 0.35% | +173+2.3% | 加碼 |
| Ascent Wealth Partners, LLC | 7,836 | $199.1 萬 | 0.35% | +226+3.0% | 加碼 |
| Penserra Capital Management LLC | 7,914 | $201.0 萬 | 0.04% | +4,394+124.8% | 加碼 |
| TRUE Private Wealth Advisors | 7,917 | $201.1 萬 | 0.29% | +222+2.9% | 加碼 |
| Vigilare Wealth Management | 7,937 | $201.7 萬 | 1.19% | +169+2.2% | 加碼 |
| FORA Capital, LLC | 7,939 | $201.8 萬 | 0.78% | −14,441−64.5% | 減碼 |
| Mission Wealth Management, LP | 7,957 | $202.2 萬 | 0.09% | +96+1.2% | 加碼 |
| Krilogy Financial LLC | 7,976 | $202.7 萬 | 0.20% | −78−1.0% | 減碼 |
| Equitable Holdings, Inc. | 7,988 | $203.0 萬 | 0.03% | +1,033+14.9% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $203.3 萬 | 0.62% | 00.0% | 不變 |
| Eagle Asset Management Inc | 7,981 | $203.7 萬 | 0.01% | +253+3.3% | 加碼 |
| Elmwood Wealth Management, Inc. | 8,051 | $204.6 萬 | 0.98% | +8,051 | 新進 |
| Regal Investment Advisors LLC | 8,054 | $204.7 萬 | 0.18% | −795−9.0% | 減碼 |
| Chickasaw Capital Management LLC | 8,059 | $204.8 萬 | 0.10% | −545−6.3% | 減碼 |
| IPG Investment Advisors LLC | 8,068 | $205.1 萬 | 0.37% | +43+0.5% | 加碼 |
| Waldron Private Wealth LLC | 8,102 | $205.8 萬 | 0.10% | +3,592+79.6% | 加碼 |
| Jackson Hole Capital Partners, LLC | 8,132 | $206.7 萬 | 0.65% | +1,081+15.3% | 加碼 |
| Hiddenite Capital Partners LP | 8,150 | $207.1 萬 | 2.50% | +8,150 | 新進 |
| Northeast Financial Group, Inc. | 8,193 | $208.2 萬 | 1.22% | +544+7.1% | 加碼 |
| TrinityPoint Wealth, LLC | 8,201 | $208.4 萬 | 0.37% | −174−2.1% | 減碼 |
| Legacy Capital Partners, Inc. | 8,199 | $208.4 萬 | 0.68% | +125+1.5% | 加碼 |
| Centiva Capital, LP | 8,205 | $208.5 萬 | 0.13% | +4,577+126.2% | 加碼 |
| KG&L Capital Management,LLC | 8,229 | $209.1 萬 | 0.84% | −4,822−36.9% | 減碼 |
| Investors Financial Group, LLC | 8,275 | $210.3 萬 | 0.98% | +784+10.5% | 加碼 |
| Assetmark, Inc | 8,274 | $210.3 萬 | 0.01% | +6,919+510.6% | 加碼 |
| West Branch Capital LLC | 8,281 | $210.4 萬 | 0.90% | +117+1.4% | 加碼 |
| JT Stratford LLC | 8,322 | $211.5 萬 | 0.58% | −54−0.6% | 減碼 |
| Aldebaran Financial Inc. | 8,329 | $211.7 萬 | 1.65% | +65+0.8% | 加碼 |
| Paradigm Asset Management Co LLC | 8,350 | $212.2 萬 | 0.53% | +250+3.1% | 加碼 |
| Winton Group Ltd | 8,409 | $213.7 萬 | 0.13% | −5,062−37.6% | 減碼 |
| Conning Inc. | 8,454 | $214.8 萬 | 0.06% | −949−10.1% | 減碼 |
| Chicago Partners Investment Group LLC | 10,422 | $215.1 萬 | 0.15% | +219+2.1% | 加碼 |
| Shepherd Financial Partners LLC | 8,485 | $215.5 萬 | 0.37% | +192+2.3% | 加碼 |
| Abbrea Capital, LLC | 8,524 | $216.6 萬 | 0.29% | +336+4.1% | 加碼 |
| Bell Bank | 8,549 | $217.3 萬 | 0.25% | +513+6.4% | 加碼 |
| Midwest Wealth Management Inc. | 8,583 | $218.1 萬 | 1.36% | +376+4.6% | 加碼 |
| United Bank | 8,636 | $219.5 萬 | 1.18% | +1,310+17.9% | 加碼 |
| Virtue Capital Management, LLC | 8,640 | $219.6 萬 | 0.32% | +471+5.8% | 加碼 |
| Intrust Bank NA | 8,664 | $220.1 萬 | 0.26% | −63−0.7% | 減碼 |
| Wedmont Private Capital | 9,656 | $220.8 萬 | 0.68% | +9,656 | 新進 |
| Metis Global Partners, LLC | 8,691 | $220.9 萬 | 0.61% | +8,691 | 新進 |
| Guardian Capital Advisors LP | 9,302 | $221.2 萬 | 0.21% | +50+0.5% | 加碼 |
| Gyon Technologies Capital Management, LP | 8,720 | $221.6 萬 | 0.41% | −12,119−58.2% | 減碼 |
| Laffer Tengler Investments | 8,721 | $221.6 萬 | 0.64% | +220+2.6% | 加碼 |
| Flagship Harbor Advisors, LLC | 8,742 | $222.1 萬 | 0.21% | +398+4.8% | 加碼 |
| Wrapmanager Inc | 8,759 | $222.6 萬 | 0.56% | −22−0.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 8,780 | $223.1 萬 | 0.44% | +850+10.7% | 加碼 |
| ProVise Management Group, LLC | 8,792 | $223.4 萬 | 0.20% | −475−5.1% | 減碼 |
| Caliber Wealth Management, LLC | 9,703 | $224.4 萬 | 1.55% | +1,927+24.8% | 加碼 |
| Trust Asset Management LLC | 8,855 | $225.0 萬 | 0.28% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 8,863 | $225.2 萬 | 0.50% | +852+10.6% | 加碼 |
| Meristem Family Wealth, LLC | 8,899 | $226.2 萬 | 0.19% | +258+3.0% | 加碼 |
| Bank Ozk | 8,913 | $226.5 萬 | 0.92% | −59−0.7% | 減碼 |
| BNC Wealth Management, LLC | 8,954 | $227.5 萬 | 1.08% | +929+11.6% | 加碼 |
| Cohen Investment Advisors LLC | 8,964 | $227.8 萬 | 1.62% | −17−0.2% | 減碼 |
| Tiemann Investment Advisors, LLC | 8,970 | $228.0 萬 | 0.96% | −45−0.5% | 減碼 |
| Maven Securities LTD | 8,983 | $228.3 萬 | 0.28% | +6,262+230.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 8,991 | $228.5 萬 | 0.31% | −543−5.7% | 減碼 |
| Viking Fund Management LLC | 9,000 | $228.7 萬 | 0.60% | 00.0% | 不變 |
| Cito Capital Group, LLC | 9,000 | $228.7 萬 | 0.96% | +100+1.1% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,019 | $229.2 萬 | 0.09% | +203+2.3% | 加碼 |
| VeraBank, N.A. | 9,043 | $229.8 萬 | 1.16% | +45+0.5% | 加碼 |
| Red Door Wealth Management, LLC | 9,054 | $230.0 萬 | 0.75% | +831+10.1% | 加碼 |
| L & S Advisors Inc | 9,094 | $231.1 萬 | 0.25% | −25,899−74.0% | 減碼 |
| Northeast Financial Consultants Inc | 9,123 | $231.8 萬 | 0.14% | +814+9.8% | 加碼 |
| Quantum Private Wealth, LLC | 9,152 | $232.5 萬 | 0.88% | +9,152 | 新進 |