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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 15,469 | $393.1 萬 | 1.99% | −355−2.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 15,508 | $394.1 萬 | 0.25% | +658+4.4% | 加碼 |
| Gemmer Asset Management LLC | 15,555 | $395.3 萬 | 0.47% | −90−0.6% | 減碼 |
| IBM Retirement Fund | 15,569 | $395.7 萬 | 0.49% | −10,754−40.9% | 減碼 |
| Systematic Alpha Investments, LLC | 15,624 | $397.1 萬 | 0.18% | 00.0% | 不變 |
| High Note Wealth, LLC | 15,673 | $398.2 萬 | 1.34% | +1,645+11.7% | 加碼 |
| Lake Street Financial LLC | 15,758 | $400.5 萬 | 0.71% | +1,697+12.1% | 加碼 |
| Capital Analysts, LLC | 15,915 | $404.4 萬 | 0.25% | +1,706+12.0% | 加碼 |
| BFSG, LLC | 15,940 | $405.1 萬 | 0.56% | +465+3.0% | 加碼 |
| Evergreen Capital Management LLC | 15,953 | $405.4 萬 | 0.16% | −2,446−13.3% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 15,978 | $406.1 萬 | 3.25% | −3,051−16.0% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $406.6 萬 | 1.04% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 16,139 | $410.1 萬 | 0.47% | +3,830+31.1% | 加碼 |
| Linscomb & Williams, Inc. | 16,234 | $412.6 萬 | 0.20% | +682+4.4% | 加碼 |
| Morgan Jess S & Co Inc | 16,336 | $415.1 萬 | 2.55% | +206+1.3% | 加碼 |
| Birch Hill Investment Advisors LLC | 16,432 | $417.6 萬 | 0.21% | +380+2.4% | 加碼 |
| Bogart Wealth, LLC | 16,452 | $418.1 萬 | 0.38% | +2,850+21.0% | 加碼 |
| Dillon & Associates Inc | 16,480 | $418.6 萬 | 0.73% | +225+1.4% | 加碼 |
| Sumitomo Life Insurance Co | 16,533 | $420.2 萬 | 0.10% | −506−3.0% | 減碼 |
| Mark Stevens | 16,567 | $421.0 萬 | 0.44% | −2,792−14.4% | 減碼 |
| Cabot Wealth Management Inc | 16,621 | $422.4 萬 | 0.54% | +295+1.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 16,652 | $423.2 萬 | 0.26% | +1,354+8.9% | 加碼 |
| Pegasus Asset Management, Inc. | 16,695 | $424.3 萬 | 1.74% | +143+0.9% | 加碼 |
| Itau Unibanco Holding S.A. | 16,624 | $424.5 萬 | 0.14% | +1,276+8.3% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 16,737 | $425.3 萬 | 0.79% | −570−3.3% | 減碼 |
| Mitchell Capital Management Co | 16,745 | $425.5 萬 | 0.86% | −238−1.4% | 減碼 |
| Fundamentun, LLC | 16,782 | $426.5 萬 | 0.67% | +702+4.4% | 加碼 |
| Trust Co of Toledo NA | 16,850 | $428.2 萬 | 0.64% | −18−0.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 16,835 | $429.6 萬 | 0.27% | +321+1.9% | 加碼 |
| Level Four Advisory Services, LLC | 16,943 | $430.6 萬 | 0.33% | +1,143+7.2% | 加碼 |
| Cohen Capital Management, Inc. | 16,956 | $430.9 萬 | 0.71% | 00.0% | 不變 |
| ETF Managers Group, LLC | 16,906 | $431.7 萬 | 0.09% | +13,835+450.5% | 加碼 |
| Hoylecohen, LLC | 17,011 | $432.3 萬 | 0.36% | +1,479+9.5% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 17,044 | $433.1 萬 | 0.45% | +2,051+13.7% | 加碼 |
| Mathes Company, Inc. | 17,079 | $434.0 萬 | 1.49% | +750+4.6% | 加碼 |
| Cohen Lawrence B | 17,111 | $434.8 萬 | 1.70% | −1,137−6.2% | 減碼 |
| Veritable, L.P. | 17,156 | $436.0 萬 | 0.06% | +130+0.8% | 加碼 |
| Surience Private Wealth LLC | 17,155 | $436.0 萬 | 3.55% | +17,155 | 新進 |
| First Interstate Bank | 17,239 | $438.1 萬 | 0.43% | +133+0.8% | 加碼 |
| Cordatus Wealth Management LLC | 17,254 | $438.5 萬 | 1.28% | +2,465+16.7% | 加碼 |
| Tamar Securities, LLC | 17,336 | $440.6 萬 | 1.30% | +17,336 | 新進 |
| Integrated Wealth Concepts LLC | 17,345 | $440.8 萬 | 0.13% | +271+1.6% | 加碼 |
| Bouvel Investment Partners, LLC | 17,385 | $441.8 萬 | 2.48% | +33+0.2% | 加碼 |
| Spinnaker Trust | 17,540 | $445.8 萬 | 0.29% | −1,585−8.3% | 減碼 |
| Mirador Capital Partners LP | 17,627 | $448.0 萬 | 0.94% | −3,410−16.2% | 減碼 |
| Blueshift Asset Management, LLC | 17,634 | $448.1 萬 | 0.39% | +15,724+823.2% | 加碼 |
| NEXT Financial Group, Inc | 17,694 | $449.6 萬 | 0.30% | +1,095+6.6% | 加碼 |
| Argent Trust Co | 17,745 | $451.0 萬 | 0.26% | +98+0.6% | 加碼 |
| General American Investors Co Inc | 17,829 | $453.1 萬 | 0.36% | −15,000−45.7% | 減碼 |
| Hohimer Wealth Management, LLC | 17,906 | $455.0 萬 | 0.96% | −1,064−5.6% | 減碼 |
| Pallas Capital Advisors LLC | 20,814 | $455.1 萬 | 0.55% | +195+0.9% | 加碼 |
| Game Creek Capital, LP | 18,200 | $462.5 萬 | 2.32% | −1,875−9.3% | 減碼 |
| Lombard Odier Asset Management (Europe) Ltd | 18,257 | $464.0 萬 | 0.21% | +18,257 | 新進 |
| Ibex Investors LLC | 18,300 | $465.1 萬 | 2.50% | +5,100+38.6% | 加碼 |
| King Wealth | 18,480 | $469.6 萬 | 0.87% | −1,282−6.5% | 減碼 |
| Icapital Wealth LLC | 18,681 | $474.7 萬 | 1.84% | +18,681 | 新進 |
| Generali Powszechne Towarzystwo Emerytalne | 18,683 | $474.8 萬 | 4.53% | +18,683 | 新進 |
| BDO Wealth Advisors, LLC | 18,701 | $475.2 萬 | 0.50% | +12,467+200.0% | 加碼 |
| Stoneridge Investment Partners LLC | 18,776 | $477.2 萬 | 2.20% | +8,025+74.6% | 加碼 |
| Lord, Abbett & Co. LLC | 18,817 | $478.2 萬 | 0.01% | −2,965−13.6% | 減碼 |
| Simmons Bank | 18,904 | $480.3 萬 | 0.34% | +573+3.1% | 加碼 |
| Brookstone Capital Management | 21,106 | $481.9 萬 | 0.08% | +4,229+25.1% | 加碼 |
| Security National Bank | 18,991 | $482.6 萬 | 1.09% | +355+1.9% | 加碼 |
| SG3 Management, LLC | 19,000 | $482.8 萬 | 0.49% | +19,000 | 新進 |
| Plimoth Trust Co LLC | 19,074 | $484.8 萬 | 1.23% | +2,576+15.6% | 加碼 |
| Investment House LLC | 19,326 | $491.1 萬 | 0.32% | +3,531+22.4% | 加碼 |
| Kingsview Wealth Management, LLC | 19,330 | $491.3 萬 | 0.21% | +996+5.4% | 加碼 |
| Shelton Capital Management | 19,347 | $491.7 萬 | 0.17% | +50+0.3% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 19,392 | $492.8 萬 | 1.09% | +6,236+47.4% | 加碼 |
| Breakline Capital LLC | 19,411 | $493.3 萬 | 6.65% | −7,157−26.9% | 減碼 |
| Frontier Wealth Management LLC | 19,449 | $494.3 萬 | 0.33% | +437+2.3% | 加碼 |
| Moody National Bank Trust Division | 19,544 | $496.7 萬 | 0.15% | −48,267−71.2% | 減碼 |
| HBW Advisory Services LLC | 19,662 | $499.7 萬 | 1.17% | +290+1.5% | 加碼 |
| Kornitzer Capital Management Inc | 19,726 | $501.3 萬 | 0.07% | −925−4.5% | 減碼 |
| Advisors Asset Management, Inc. | 19,748 | $501.9 萬 | 0.07% | −4,732−19.3% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 19,830 | $504.0 萬 | 0.36% | +19,830 | 新進 |
| Gladstone Institutional Advisory LLC | 19,985 | $507.9 萬 | 0.39% | +1,628+8.9% | 加碼 |
| Ally Financial Inc. | 20,000 | $508.3 萬 | 0.47% | −16,000−44.4% | 減碼 |
| Horizon Investments, LLC | 20,010 | $508.5 萬 | 0.15% | +1,590+8.6% | 加碼 |
| ExodusPoint Capital Management, LP | 20,053 | $509.6 萬 | 0.06% | −2,713−11.9% | 減碼 |
| Steel Peak Wealth Management LLC | 20,151 | $512.1 萬 | 0.31% | −2,025−9.1% | 減碼 |
| Roundview Capital LLC | 20,228 | $514.1 萬 | 0.51% | +752+3.9% | 加碼 |
| Whalerock Point Partners, LLC | 20,266 | $515.0 萬 | 1.76% | +225+1.1% | 加碼 |
| Bray Capital Advisors | 20,286 | $515.5 萬 | 1.26% | +65+0.3% | 加碼 |
| Chartwell Investment Partners, LLC | 20,380 | $517.9 萬 | 0.15% | +817+4.2% | 加碼 |
| Private Wealth Partners, LLC | 20,403 | $518.5 萬 | 0.44% | +1,862+10.0% | 加碼 |
| Bessemer Group Inc | 20,402 | $518.6 萬 | 0.01% | +2,346+13.0% | 加碼 |
| McBroom & Associates, LLC | 20,454 | $519.8 萬 | 3.91% | +20,454 | 新進 |
| Apollon Wealth Management, LLC | 20,459 | $519.9 萬 | 0.42% | +9,824+92.4% | 加碼 |
| Knuff & Co LLC | 20,504 | $521.1 萬 | 1.62% | −76−0.4% | 減碼 |
| Martingale Asset Management L P | 20,546 | $522.2 萬 | 0.07% | −2,724−11.7% | 減碼 |
| Ocean Capital Management, LLC | 20,572 | $522.8 萬 | 1.98% | +836+4.2% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 20,604 | $526.0 萬 | 0.25% | −1,991−8.8% | 減碼 |
| Avestar Capital, LLC | 20,730 | $526.8 萬 | 0.96% | +590+2.9% | 加碼 |
| South State Corp. | 20,772 | $527.9 萬 | 0.41% | −522−2.5% | 減碼 |
| Once Capital Management, LLC | 20,800 | $528.6 萬 | 4.95% | +20,800 | 新進 |
| Iowa State Bank | 20,881 | $530.6 萬 | 1.25% | +2,804+15.5% | 加碼 |
| CMH Wealth Management LLC | 20,936 | $532.0 萬 | 1.60% | +631+3.1% | 加碼 |
| Meeder Asset Management Inc | 20,975 | $533.2 萬 | 0.54% | −7,939−27.5% | 減碼 |
| Girard Partners Ltd. | 21,160 | $537.7 萬 | 0.58% | +306+1.5% | 加碼 |