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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 9,166 | $232.9 萬 | 0.24% | +581+6.8% | 加碼 |
| Burns J W & Co Inc | 9,193 | $233.6 萬 | 0.34% | +334+3.8% | 加碼 |
| Vision Capital Management, Inc. | 9,251 | $235.1 萬 | 0.35% | +226+2.5% | 加碼 |
| Townsend & Associates, Inc | 10,192 | $235.7 萬 | 1.29% | −162−1.6% | 減碼 |
| Resonate Capital, LLC | 9,304 | $236.4 萬 | 2.06% | +9,304 | 新進 |
| ARS Wealth Advisors Group, LLC | 9,317 | $236.8 萬 | 0.40% | −115−1.2% | 減碼 |
| Savant Capital, LLC | 9,320 | $236.8 萬 | 0.08% | +3,478+59.5% | 加碼 |
| Invst, LLC | 12,494 | $238.1 萬 | 0.37% | +3,350+36.6% | 加碼 |
| EFG Asset Management (North America) Corp. | 9,392 | $238.6 萬 | 0.31% | +9,392 | 新進 |
| Viridian Ria, LLC | 9,402 | $238.9 萬 | 0.50% | +9,402 | 新進 |
| Quadrant Private Wealth Management, LLC | 9,419 | $239.4 萬 | 0.89% | +3,054+48.0% | 加碼 |
| Nations Financial Group Inc, | 9,452 | $240.2 萬 | 0.32% | −8,726−48.0% | 減碼 |
| Gs Investments, Inc. | 9,498 | $241.4 萬 | 1.17% | +2,119+28.7% | 加碼 |
| Resources Management Corp | 9,509 | $241.7 萬 | 0.31% | +606+6.8% | 加碼 |
| E Fund Management Co., Ltd. | 9,545 | $242.6 萬 | 0.09% | −802−7.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 9,553 | $243.2 萬 | 0.02% | −462−4.6% | 減碼 |
| People's United Financial, Inc. | 9,624 | $244.6 萬 | 0.06% | −1,325−12.1% | 減碼 |
| Institute for Wealth Management, LLC. | 9,630 | $244.7 萬 | 0.40% | +403+4.4% | 加碼 |
| Insight Wealth Strategies, LLC | 9,652 | $245.3 萬 | 0.35% | +47+0.5% | 加碼 |
| Sawyer & Company, Inc | 9,655 | $245.4 萬 | 1.06% | +145+1.5% | 加碼 |
| Sawtooth Solutions, LLC | 9,716 | $247.0 萬 | 0.28% | +4,066+72.0% | 加碼 |
| Freedom Day Solutions, LLC | 9,733 | $247.3 萬 | 1.00% | +60+0.6% | 加碼 |
| Wealthspire Advisors, LLC | 9,752 | $247.8 萬 | 0.05% | +403+4.3% | 加碼 |
| Northstar Asset Management LLC | 9,799 | $249.0 萬 | 0.58% | +139+1.4% | 加碼 |
| Duff & Phelps Investment Management Co | 9,805 | $249.2 萬 | 0.03% | +92+0.9% | 加碼 |
| Mountain Capital Investment Advisors, Inc | 10,629 | $249.6 萬 | 1.13% | +2,528+31.2% | 加碼 |
| Clear Street Markets LLC | 9,910 | $251.8 萬 | 0.23% | −17−0.2% | 減碼 |
| Altium Wealth Management LLC | 9,926 | $252.2 萬 | 0.16% | +322+3.4% | 加碼 |
| Brewin Dolphin Ltd | 9,938 | $252.6 萬 | 0.11% | −849−7.9% | 減碼 |
| M. Kulyk & Associates, LLC | 9,980 | $253.6 萬 | 0.66% | +965+10.7% | 加碼 |
| Claybrook Capital, LLC | 9,995 | $254.0 萬 | 1.19% | −2,203−18.1% | 減碼 |
| Moore Capital Management, LP | 10,000 | $254.1 萬 | 0.06% | −75,431−88.3% | 減碼 |
| Precept Management LLC | 10,000 | $254.1 萬 | 2.64% | 00.0% | 不變 |
| AMS Capital Ltda | 10,000 | $254.1 萬 | 0.57% | +10,000 | 新進 |
| Intellectus Partners, LLC | 10,039 | $255.1 萬 | 0.65% | −183−1.8% | 減碼 |
| Koshinski Asset Management, Inc. | 10,051 | $255.4 萬 | 0.21% | −1,712−14.6% | 減碼 |
| Bradley Mark J. | 10,097 | $256.6 萬 | 1.68% | +1,325+15.1% | 加碼 |
| Cavalier Investments, LLC | 10,139 | $257.6 萬 | 0.67% | +3,073+43.5% | 加碼 |
| Winfield Associates, Inc. | 10,176 | $258.6 萬 | 0.86% | +350+3.6% | 加碼 |
| Seeyond | 10,224 | $259.8 萬 | 0.24% | +783+8.3% | 加碼 |
| Northstar Group, Inc. | 10,275 | $261.2 萬 | 0.62% | +115+1.1% | 加碼 |
| Mason Investment Advisory Services, Inc. | 10,288 | $261.4 萬 | 0.22% | +1,985+23.9% | 加碼 |
| American National Insurance Co | 10,289 | $261.5 萬 | 0.58% | −52,815−83.7% | 減碼 |
| Segall Bryant & Hamill, LLC | 10,323 | $262.1 萬 | 0.02% | −1,173−10.2% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 10,339 | $262.7 萬 | 0.91% | +233+2.3% | 加碼 |
| Stonnington Group, LLC | 11,221 | $263.5 萬 | 0.57% | −8,980−44.5% | 減碼 |
| Bluefin Capital Management, LLC | 10,446 | $265.5 萬 | 0.21% | +287+2.8% | 加碼 |
| SFMG, LLC | 10,451 | $265.6 萬 | 0.26% | +7,317+233.5% | 加碼 |
| Triangle Securities Wealth Management | 10,465 | $265.9 萬 | 0.83% | −10−0.1% | 減碼 |
| Miracle Mile Advisors, LLC | 10,498 | $266.8 萬 | 0.10% | +1,293+14.0% | 加碼 |
| IMA Wealth, Inc. | 10,530 | $267.6 萬 | 0.59% | −118−1.1% | 減碼 |
| Coldstream Capital Management Inc | 10,587 | $269.1 萬 | 0.08% | +5,911+126.4% | 加碼 |
| Pinnacle Holdings, LLC | 10,607 | $269.6 萬 | 1.13% | +28+0.3% | 加碼 |
| Harrell Investment Partners, LLC | 10,618 | $269.8 萬 | 0.83% | +235+2.3% | 加碼 |
| Asset Management Corp | 10,620 | $269.9 萬 | 1.56% | +6,100+135.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 10,645 | $270.5 萬 | 0.13% | −140−1.3% | 減碼 |
| Birinyi Associates Inc | 10,665 | $271.0 萬 | 0.85% | +750+7.6% | 加碼 |
| Independence Bank of Kentucky | 10,787 | $274.1 萬 | 1.12% | −190−1.7% | 減碼 |
| Cypress Asset Management Inc | 10,786 | $274.1 萬 | 0.65% | −160−1.5% | 減碼 |
| Clearstead Advisors, LLC | 10,811 | $274.7 萬 | 0.19% | +444+4.3% | 加碼 |
| Investment Research & Advisory Group, Inc. | 10,861 | $276.0 萬 | 1.70% | +58+0.5% | 加碼 |
| Kaizen Financial Strategies | 10,877 | $276.4 萬 | 2.07% | +2,949+37.2% | 加碼 |
| Citizens & Northern Corp | 10,935 | $277.9 萬 | 1.00% | +900+9.0% | 加碼 |
| Ballentine Partners, LLC | 10,944 | $278.1 萬 | 0.08% | −1,081−9.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 10,976 | $278.9 萬 | 0.05% | −1,652−13.1% | 減碼 |
| GPM Growth Investors, Inc. | 11,000 | $279.5 萬 | 1.39% | −69−0.6% | 減碼 |
| Diversified Trust Co | 11,027 | $280.2 萬 | 0.09% | −160−1.4% | 減碼 |
| AIA Group Ltd | 11,044 | $280.7 萬 | 0.13% | +10,008+966.0% | 加碼 |
| Finer Wealth Management, Inc. | 11,055 | $280.9 萬 | 2.33% | +11,055 | 新進 |
| Lake Street Advisors Group, LLC | 11,080 | $281.6 萬 | 0.18% | +587+5.6% | 加碼 |
| Welch & Forbes LLC | 11,133 | $282.9 萬 | 0.04% | 00.0% | 不變 |
| Ferris Capital, LLC | 11,145 | $283.2 萬 | 0.62% | −194−1.7% | 減碼 |
| Boltwood Capital Management | 11,154 | $283.5 萬 | 1.05% | +69+0.6% | 加碼 |
| Grove Bank & Trust | 11,154 | $283.5 萬 | 0.54% | +682+6.5% | 加碼 |
| Michael B. Yongue | 11,190 | $284.4 萬 | 1.89% | −761−6.4% | 減碼 |
| Berkshire Bank | 11,216 | $285.1 萬 | 0.63% | +441+4.1% | 加碼 |
| Wahed Invest LLC | 11,229 | $285.4 萬 | 1.59% | +11,229 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 11,300 | $287.2 萬 | 0.11% | +382+3.5% | 加碼 |
| Perpetual Investment Management Ltd | 11,409 | $289.9 萬 | 0.33% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 11,414 | $290.1 萬 | 0.21% | +286+2.6% | 加碼 |
| Cowen and Company, LLC | 11,424 | $290.4 萬 | 0.28% | −7,434−39.4% | 減碼 |
| TD Private Client Wealth LLC | 11,496 | $292.1 萬 | 0.12% | +2,154+23.1% | 加碼 |
| PFS Investments Inc. | 11,534 | $293.1 萬 | 0.06% | +2,104+22.3% | 加碼 |
| Meridian Wealth Advisors, LLC | 11,583 | $294.4 萬 | 0.72% | +510+4.6% | 加碼 |
| Kempen Capital Management N.V. | 11,618 | $295.2 萬 | 0.09% | −1,066−8.4% | 減碼 |
| GDS Wealth Management | 11,647 | $296.0 萬 | 0.66% | +11,647 | 新進 |
| Threadgill Financial, LLC | 11,628 | $296.9 萬 | 1.77% | +1,050+9.9% | 加碼 |
| Desjardins Global Asset Management Inc. | 11,740 | $298.3 萬 | 0.26% | +11,740 | 新進 |
| Eqis Capital Management, Inc. | 11,749 | $298.6 萬 | 0.22% | −482−3.9% | 減碼 |
| Verde Capital Management | 11,753 | $299.0 萬 | 1.14% | +112+1.0% | 加碼 |
| Trustmark National Bank Trust Department | 11,806 | $300.0 萬 | 0.23% | +134+1.1% | 加碼 |
| Laurel Wealth Advisors, Inc. | 11,804 | $300.0 萬 | 0.23% | +8,843+298.6% | 加碼 |
| Pictet Bank & Trust Ltd | 11,813 | $300.2 萬 | 1.55% | −20−0.2% | 減碼 |
| Stevens Capital Management LP | 11,813 | $300.2 萬 | 0.69% | +11,813 | 新進 |
| Jabodon PT Co | 11,847 | $301.1 萬 | 1.37% | +11,847 | 新進 |
| Slow Capital, Inc. | 11,863 | $301.5 萬 | 0.52% | +649+5.8% | 加碼 |
| Good Life Advisors, LLC | 11,886 | $302.1 萬 | 0.37% | −128−1.1% | 減碼 |
| Regency Capital Management Inc. | 11,896 | $302.3 萬 | 1.92% | +908+8.3% | 加碼 |
| Bridge Creek Capital Management LLC | 39,332 | $304.9 萬 | 1.05% | −151−0.4% | 減碼 |
| Westpark Management, LLC | 12,000 | $305.0 萬 | 2.86% | +12,000 | 新進 |