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 |
|---|---|---|---|---|---|
| Absoluto Partners Gestao de Recursos Ltda | 21,162 | $537.8 萬 | 1.66% | −8,966−29.8% | 減碼 |
| KMG Fiduciary Partners, LLC | 21,193 | $538.6 萬 | 0.83% | +70.0% | 加碼 |
| Murphy Capital Management Inc | 21,202 | $538.8 萬 | 0.58% | −462−2.1% | 減碼 |
| Marks Group Wealth Management, Inc | 21,178 | $539.6 萬 | 0.66% | +345+1.7% | 加碼 |
| Strategic Wealth Designers | 21,253 | $540.1 萬 | 1.40% | +1,945+10.1% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 23,687 | $541.6 萬 | 0.87% | +447+1.9% | 加碼 |
| Lazard Freres Gestion S.A.S. | 21,369 | $543.1 萬 | 0.15% | +763+3.7% | 加碼 |
| Wolverine Asset Management LLC | 21,559 | $547.8 萬 | 0.06% | −5,404−20.0% | 減碼 |
| Colony Group LLC | 21,575 | $548.3 萬 | 0.10% | +963+4.7% | 加碼 |
| Chapman Investment Management, LLC | 21,609 | $549.1 萬 | 2.51% | +786+3.8% | 加碼 |
| Venture Visionary Partners LLC | 21,791 | $553.7 萬 | 0.36% | +439+2.1% | 加碼 |
| Marietta Wealth Management, LLC | 21,911 | $556.8 萬 | 1.12% | +197+0.9% | 加碼 |
| Cigna Investments Inc | 21,984 | $558.6 萬 | 0.44% | −7,623−25.7% | 減碼 |
| Meyer Handelman Co | 21,990 | $558.8 萬 | 0.21% | −1,072−4.6% | 減碼 |
| Atlantic Union Bankshares Corp | 22,021 | $559.6 萬 | 0.47% | +2,815+14.7% | 加碼 |
| O'Shares Investment Advisers, LLC | 22,030 | $559.8 萬 | 0.40% | −6,101−21.7% | 減碼 |
| RB Capital Management, LLC | 22,083 | $561.2 萬 | 1.75% | +113+0.5% | 加碼 |
| Meridian Management Co | 22,138 | $562.6 萬 | 1.63% | +17+0.1% | 加碼 |
| Icon Wealth Partners, LLC | 22,265 | $565.8 萬 | 0.57% | +1,114+5.3% | 加碼 |
| Echo Street Capital Management LLC | 22,352 | $568.0 萬 | 0.04% | +20,510+1,113.5% | 加碼 |
| Gardner Lewis Asset Management L P | 22,622 | $574.9 萬 | 1.11% | −16,201−41.7% | 減碼 |
| Aj Wealth Strategies, LLC | 22,678 | $576.3 萬 | 0.27% | −379−1.6% | 減碼 |
| Belpointe Asset Management LLC | 22,702 | $576.9 萬 | 0.36% | −1,979−8.0% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 22,743 | $578.0 萬 | 2.52% | +8,305+57.5% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 22,763 | $578.5 萬 | 0.85% | +479+2.1% | 加碼 |
| Axxcess Wealth Management, LLC | 22,794 | $579.2 萬 | 0.44% | +22,794 | 新進 |
| SeaTown Holdings Pte. Ltd. | 22,950 | $583.2 萬 | 0.32% | +2,950+14.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 22,974 | $583.8 萬 | 0.33% | +1,741+8.2% | 加碼 |
| Salem Investment Counselors Inc | 22,989 | $584.2 萬 | 0.20% | +434+1.9% | 加碼 |
| Advisor Partners LLC | 22,993 | $584.4 萬 | 0.35% | −2,237−8.9% | 減碼 |
| Van Strum & Towne Inc. | 23,059 | $586.0 萬 | 2.12% | +175+0.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 23,077 | $586.5 萬 | 0.26% | −134−0.6% | 減碼 |
| Caldwell Trust Co | 23,325 | $592.8 萬 | 0.68% | +574+2.5% | 加碼 |
| FRG Family Wealth Advisors LLC | 23,384 | $594.3 萬 | 1.11% | −2,230−8.7% | 減碼 |
| Twin Capital Management Inc | 23,402 | $594.7 萬 | 0.60% | −6,980−23.0% | 減碼 |
| Trust Co of Kansas | 23,547 | $598.4 萬 | 3.17% | +1,162+5.2% | 加碼 |
| Wetherby Asset Management Inc | 23,652 | $601.1 萬 | 0.34% | +1,128+5.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 23,661 | $601.3 萬 | 0.40% | −2,775−10.5% | 減碼 |
| Virtu Financial LLC | 23,664 | $601.4 萬 | 0.62% | +21,558+1,023.6% | 加碼 |
| GAM Holding AG | 23,668 | $601.5 萬 | 0.27% | −101−0.4% | 減碼 |
| Elite Wealth Management, Inc. | 23,739 | $603.3 萬 | 2.34% | −2,990−11.2% | 減碼 |
| Shikiar Asset Management Inc | 23,745 | $603.4 萬 | 1.54% | +15+0.1% | 加碼 |
| Redpoint Investment Management Pty Ltd | 23,769 | $604.0 萬 | 0.48% | +456+2.0% | 加碼 |
| YorkBridge Wealth Partners, LLC | 23,803 | $604.9 萬 | 1.36% | +1,081+4.8% | 加碼 |
| Surevest, LLC | 23,970 | $609.1 萬 | 1.44% | −1,267−5.0% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 24,081 | $612.0 萬 | 2.02% | +198+0.8% | 加碼 |
| ACG Wealth | 24,112 | $612.8 萬 | 0.87% | −8,516−26.1% | 減碼 |
| Peloton Wealth Strategists | 24,175 | $614.4 萬 | 2.46% | −1,605−6.2% | 減碼 |
| Harbour Capital Advisors, LLC | 24,206 | $615.1 萬 | 1.51% | +73+0.3% | 加碼 |
| RNC Capital Management LLC | 24,242 | $616.1 萬 | 0.31% | +761+3.2% | 加碼 |
| Executive Wealth Management, LLC | 24,479 | $622.0 萬 | 0.62% | +765+3.2% | 加碼 |
| Arrow Financial Corp | 24,551 | $623.9 萬 | 0.74% | −1,982−7.5% | 減碼 |
| Siemens Fonds Invest GmbH | 24,461 | $624.6 萬 | 0.41% | +1,503+6.5% | 加碼 |
| Peapack Gladstone Financial Corp | 24,701 | $627.7 萬 | 0.12% | +390+1.6% | 加碼 |
| BBR Partners, LLC | 24,728 | $628.4 萬 | 0.74% | −24,810−50.1% | 減碼 |
| RPG Investment Advisory, LLC | 24,801 | $630.3 萬 | 0.98% | +662+2.7% | 加碼 |
| Fragasso Group Inc. | 24,862 | $631.8 萬 | 0.75% | +773+3.2% | 加碼 |
| Ziegler Capital Management, LLC | 24,867 | $631.9 萬 | 0.23% | −1,622−6.1% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $635.3 萬 | 2.71% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 71,322 | $636.6 萬 | 0.35% | −243−0.3% | 減碼 |
| WoodTrust Financial Corp | 25,082 | $637.4 萬 | 1.32% | +1,104+4.6% | 加碼 |
| Sitrin Capital Management LLC | 25,108 | $638.1 萬 | 3.00% | +97+0.4% | 加碼 |
| Illinois Municipal Retirement Fund | 25,151 | $639.2 萬 | 0.18% | +4,814+23.7% | 加碼 |
| Brighton Jones LLC | 25,163 | $639.5 萬 | 0.30% | +25+0.1% | 加碼 |
| Aigen Investment Management, LP | 24,833 | $642.3 萬 | 0.39% | +24,833 | 新進 |
| GPS Wealth Strategies Group, LLC | 25,359 | $644.4 萬 | 1.42% | +1,920+8.2% | 加碼 |
| Motley Fool Asset Management LLC | 25,396 | $645.4 萬 | 0.41% | +2,246+9.7% | 加碼 |
| Corient Capital Partners, LLC | 25,741 | $654.2 萬 | 0.43% | −925−3.5% | 減碼 |
| Pinnacle Financial Partners Inc | 25,836 | $656.6 萬 | 0.20% | +1,844+7.7% | 加碼 |
| Nelson Capital Management, LLC | 25,876 | $657.6 萬 | 1.22% | −247−0.9% | 減碼 |
| Massmutual Trust Co FSB | 25,907 | $658.4 萬 | 0.24% | +6,153+31.1% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 26,007 | $660.9 萬 | 1.26% | −26,230−50.2% | 減碼 |
| Garde Capital, Inc. | 26,261 | $667.4 萬 | 0.65% | +506+2.0% | 加碼 |
| Independent Financial Group, LLC | 26,498 | $673.4 萬 | 0.56% | +826+3.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 26,586 | $675.6 萬 | 0.63% | +1,555+6.2% | 加碼 |
| Wealth Advisors of Tampa Bay, LLC | 26,586 | $675.6 萬 | 1.66% | +13,434+102.1% | 加碼 |
| Corbenic Partners LLC | 26,872 | $682.9 萬 | 1.33% | +7,102+35.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 27,066 | $687.8 萬 | 0.20% | +4,485+19.9% | 加碼 |
| Annex Advisory Services, LLC | 27,126 | $689.4 萬 | 0.47% | +3,911+16.8% | 加碼 |
| Prudential PLC | 27,249 | $692.4 萬 | 0.09% | +8,939+48.8% | 加碼 |
| Summit Trail Advisors, LLC | 27,395 | $696.2 萬 | 0.45% | −863−3.1% | 減碼 |
| SP Asset Management | 30,063 | $697.8 萬 | 0.70% | +1,567+5.5% | 加碼 |
| Vestcor Inc | 27,602 | $701.4 萬 | 0.25% | −2,236−7.5% | 減碼 |
| Consolidated Investment Group LLC | 27,600 | $701.4 萬 | 1.11% | 00.0% | 不變 |
| Jag Capital Management, LLC | 27,783 | $706.0 萬 | 0.54% | +2,780+11.1% | 加碼 |
| Strategic Advisors LLC | 27,798 | $706.4 萬 | 1.00% | +5,689+25.7% | 加碼 |
| Tsai Capital Corp | 27,824 | $707.1 萬 | 4.91% | +11,950+75.3% | 加碼 |
| Nixon Peabody Trust Co | 27,837 | $707.4 萬 | 2.14% | −677−2.4% | 減碼 |
| Flputnam Investment Management Co | 27,922 | $709.6 萬 | 0.22% | +395+1.4% | 加碼 |
| Everence Capital Management Inc | 28,037 | $712.5 萬 | 0.53% | +790+2.9% | 加碼 |
| JustInvest LLC | 28,116 | $714.5 萬 | 0.42% | +8,399+42.6% | 加碼 |
| Cohen Klingenstein LLC | 28,300 | $719.2 萬 | 0.28% | −8,059−22.2% | 減碼 |
| GWM Advisors LLC | 28,390 | $721.5 萬 | 0.11% | +8,975+46.2% | 加碼 |
| Transform Wealth, LLC | 28,434 | $722.6 萬 | 0.75% | +140.0% | 加碼 |
| Prentiss Smith & Co Inc | 28,454 | $723.1 萬 | 3.41% | −269−0.9% | 減碼 |
| Dowling & Yahnke LLC | 28,587 | $726.5 萬 | 0.35% | −184−0.6% | 減碼 |
| D.A. Davidson & Co. | 28,677 | $728.8 萬 | 0.08% | +5,463+23.5% | 加碼 |
| Pathstone Family Office, LLC | 28,752 | $731.0 萬 | 0.18% | +4,810+20.1% | 加碼 |
| FWL Investment Management, LLC | 28,783 | $731.5 萬 | 4.47% | +1,026+3.7% | 加碼 |
| Wellington Shields Capital Management, LLC | 28,817 | $732.3 萬 | 0.94% | +1,023+3.7% | 加碼 |