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 +205 家
- 持有股數
- 7.73 億
- 較 2021 年第 3 季 +723.2 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
- 133
- 另有 691 家減碼
另有 37 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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1,382 | $35.1 萬 | 0.09% | +909+192.2% | 加碼 |
| Vantage Consulting Group Inc | 1,382 | $35.1 萬 | 0.09% | +1,382 | 新進 |
| Syntax Advisors, LLC | 1,382 | $35.1 萬 | 0.26% | +1,382 | 新進 |
| Lantz Financial LLC | 1,385 | $35.2 萬 | 0.16% | −36−2.5% | 減碼 |
| Janney Capital Management LLC | 1,391 | $35.3 萬 | 0.02% | +273+24.4% | 加碼 |
| Synergy Financial Management, LLC | 1,387 | $35.3 萬 | 0.08% | +396+40.0% | 加碼 |
| Okabena Investment Services Inc | 1,394 | $35.4 萬 | 0.13% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 1,397 | $35.5 萬 | 0.02% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 1,532 | $35.6 萬 | 0.13% | +1,532 | 新進 |
| Hill Island Financial LLC | 1,405 | $35.7 萬 | 0.13% | +1,405 | 新進 |
| Marino, Stram & Associates LLC | 1,412 | $35.9 萬 | 0.11% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 1,420 | $36.1 萬 | 0.03% | −213−13.0% | 減碼 |
| Cypress Capital Management LLC (WY) | 1,420 | $36.1 萬 | 0.30% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 1,423 | $36.1 萬 | 0.12% | +1,423 | 新進 |
| TCI Wealth Advisors, Inc. | 1,430 | $36.3 萬 | 0.05% | −29−2.0% | 減碼 |
| Principal Street Partners, LLC | 1,434 | $36.4 萬 | 0.09% | +61+4.4% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,440 | $36.5 萬 | 0.25% | +340+30.9% | 加碼 |
| Winthrop Advisory Group LLC | 1,441 | $36.6 萬 | 0.07% | +10+0.7% | 加碼 |
| Well Done, LLC | 1,441 | $36.6 萬 | 0.07% | +155+12.1% | 加碼 |
| Avenue 1 Advisors, LLC | 1,443 | $36.7 萬 | 0.19% | −254−15.0% | 減碼 |
| Summit X, LLC | 1,442 | $36.7 萬 | 0.09% | −161−10.0% | 減碼 |
| Blue Barn Wealth, LLC | 1,445 | $36.7 萬 | 0.25% | −29−2.0% | 減碼 |
| West Michigan Advisors, LLC | 1,446 | $36.7 萬 | 0.27% | +1,446 | 新進 |
| Rockbridge Investment Management, LCC | 1,449 | $36.8 萬 | 0.05% | +1+0.1% | 加碼 |
| Quad-Cities Investment Group, LLC | 1,452 | $36.9 萬 | 0.23% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,451 | $36.9 萬 | 0.08% | +953+191.4% | 加碼 |
| Arvest Trust Co N A | 1,457 | $37.0 萬 | 0.02% | +1,457 | 新進 |
| Silverlake Wealth Management LLC | 1,460 | $37.1 萬 | 0.20% | +1,460 | 新進 |
| Northeast Investment Management | 1,464 | $37.2 萬 | 0.02% | 00.0% | 不變 |
| AGF Investments LLC | 1,468 | $37.3 萬 | 0.03% | −2,063−58.4% | 減碼 |
| Wealth Architects, LLC | 1,472 | $37.4 萬 | 0.07% | +104+7.6% | 加碼 |
| Indiana Trust & Investment Management CO | 1,484 | $37.7 萬 | 0.17% | +110+8.0% | 加碼 |
| Jeppson Wealth Management, LLC | 1,484 | $37.7 萬 | 0.18% | +179+13.7% | 加碼 |
| Holderness Investments Co | 1,492 | $37.9 萬 | 0.11% | +255+20.6% | 加碼 |
| Grandfield & Dodd, LLC | 1,481 | $38.0 萬 | 0.02% | 00.0% | 不變 |
| Notis-McConarty Edward | 1,500 | $38.1 萬 | 0.13% | 00.0% | 不變 |
| Cerro Pacific Wealth Advisors LLC | 1,502 | $38.2 萬 | 0.24% | +63+4.4% | 加碼 |
| Busey Wealth Management | 1,511 | $38.4 萬 | 0.01% | −143−8.6% | 減碼 |
| WMS Partners, LLC | 1,522 | $38.7 萬 | 0.08% | +93+6.5% | 加碼 |
| Mengis Capital Management, Inc. | 1,532 | $38.9 萬 | 0.07% | 00.0% | 不變 |
| Weik Capital Management | 1,535 | $39.0 萬 | 0.15% | +185+13.7% | 加碼 |
| PFG Advisors | 1,534 | $39.0 萬 | 0.04% | +598+63.9% | 加碼 |
| Pegasus Partners Ltd. | 1,539 | $39.1 萬 | 0.07% | +247+19.1% | 加碼 |
| Baldwin Brothers Inc | 1,542 | $39.2 萬 | 0.04% | −50−3.1% | 減碼 |
| Cypress Point Wealth Management, LLC | 1,543 | $39.2 萬 | 0.36% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 1,541 | $39.2 萬 | 0.18% | +150+10.8% | 加碼 |
| First Citizens Bank & Trust Co | 1,549 | $39.3 萬 | 0.02% | +4+0.3% | 加碼 |
| Benjamin Edwards Inc | 1,551 | $39.4 萬 | 0.13% | +1,551 | 新進 |
| Cobblestone Capital Advisors LLC | 1,559 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| KWB Wealth | 1,559 | $39.6 萬 | 0.07% | 00.0% | 不變 |
| Ssi Investment Management LLC | 1,556 | $39.6 萬 | 0.02% | −5−0.3% | 減碼 |
| CoreFirst Bank & Trust | 1,569 | $39.9 萬 | 0.26% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 1,595 | $40.5 萬 | 0.11% | +15+0.9% | 加碼 |
| Sovereign Financial Group, Inc. | 1,599 | $40.6 萬 | 0.17% | −761−32.2% | 減碼 |
| DFPG Investments, LLC | 1,820 | $40.6 萬 | 0.17% | +40+2.2% | 加碼 |
| Sargent Bickham Lagudis LLC | 1,597 | $40.6 萬 | 0.03% | +16+1.0% | 加碼 |
| Klingman & Associates, LLC | 1,602 | $40.7 萬 | 0.03% | +8+0.5% | 加碼 |
| Convergence Investment Partners, LLC | 1,607 | $40.8 萬 | 0.21% | −86−5.1% | 減碼 |
| Appleton Partners Inc | 1,605 | $40.8 萬 | 0.03% | +43+2.8% | 加碼 |
| Valley National Advisers Inc | 1,611 | $40.9 萬 | 0.08% | +147+10.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,613 | $41.0 萬 | 0.14% | +151+10.3% | 加碼 |
| Wedge Capital Management L L P | 1,620 | $41.2 萬 | 0.01% | +49+3.1% | 加碼 |
| Coastline Trust Co | 1,620 | $41.2 萬 | 0.05% | +200+14.1% | 加碼 |
| Magnus Financial Group LLC | 1,626 | $41.3 萬 | 0.08% | −261−13.8% | 減碼 |
| Curated Wealth Partners LLC | 1,629 | $41.3 萬 | 0.13% | 00.0% | 不變 |
| One + One Wealth Management, LLC | 1,629 | $41.4 萬 | 0.29% | +50+3.2% | 加碼 |
| Sierra Capital LLC | 1,636 | $41.6 萬 | 0.06% | +136+9.1% | 加碼 |
| Rockland Trust Co | 1,642 | $41.7 萬 | 0.03% | −10−0.6% | 減碼 |
| Parthenon LLC | 1,650 | $41.9 萬 | 0.06% | +650+65.0% | 加碼 |
| Parker Investment Management, LLC | 1,656 | $42.1 萬 | 0.07% | −1,239−42.8% | 減碼 |
| New Jersey Better Educational Savings Trust | 1,656 | $42.1 萬 | 0.93% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 1,655 | $42.1 萬 | 0.21% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,627 | $42.2 萬 | 0.13% | +355+27.9% | 加碼 |
| Private Portfolio Partners LLC | 1,667 | $42.4 萬 | 0.11% | +110+7.1% | 加碼 |
| TCG Advisory Services, LLC | 1,669 | $42.4 萬 | 0.10% | −420−20.1% | 減碼 |
| Cardiff Park Advisors, LLC | 1,667 | $42.4 萬 | 0.06% | +1,667 | 新進 |
| Twin Focus Capital Partners, LLC | 1,673 | $42.5 萬 | 0.09% | −73−4.2% | 減碼 |
| Mattern Wealth Management LLC | 1,674 | $42.5 萬 | 0.12% | −55−3.2% | 減碼 |
| JNBA Financial Advisors | 1,677 | $42.6 萬 | 0.05% | −77−4.4% | 減碼 |
| Weybosset Research & Management LLC | 1,675 | $42.6 萬 | 0.16% | −75−4.3% | 減碼 |
| Main Street Research LLC | 1,675 | $42.6 萬 | 0.03% | −63−3.6% | 減碼 |
| Salvus Wealth Management, LLC | 1,680 | $42.7 萬 | 0.31% | +292+21.0% | 加碼 |
| Austin Private Wealth, LLC | 1,683 | $42.8 萬 | 0.09% | +711+73.1% | 加碼 |
| New World Advisors LLC | 1,688 | $42.9 萬 | 0.20% | +45+2.7% | 加碼 |
| Waters Parkerson & Co., LLC | 1,689 | $42.9 萬 | 0.02% | +84+5.2% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 1,692 | $43.0 萬 | 0.26% | +1,692 | 新進 |
| Future Fund LLC | 1,697 | $43.1 萬 | 0.43% | +1,697 | 新進 |
| Hodges Capital Management Inc. | 1,700 | $43.2 萬 | 0.03% | −300−15.0% | 減碼 |
| Doliver Advisors, LP | 1,975 | $43.3 萬 | 0.14% | +855+76.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,705 | $43.3 萬 | 0.12% | +1,705 | 新進 |
| Hayden Royal, LLC | 1,710 | $43.5 萬 | 1.02% | +31+1.8% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,716 | $43.6 萬 | 0.15% | +171+11.1% | 加碼 |
| Boston Trust Walden Corp | 1,717 | $43.6 萬 | 0.00% | +280+19.5% | 加碼 |
| CVA Family Office, LLC | 1,717 | $43.6 萬 | 0.11% | +1,708+18,977.8% | 加碼 |
| Sage Mountain Advisors LLC | 1,726 | $43.9 萬 | 0.05% | +603+53.7% | 加碼 |
| Aire Advisors, LLC | 1,723 | $43.9 萬 | 0.19% | +1,723 | 新進 |
| Roberts Glore & Co Inc | 1,733 | $44.0 萬 | 0.12% | −183−9.6% | 減碼 |
| JB Capital LLC | 1,734 | $44.1 萬 | 0.04% | −857−33.1% | 減碼 |
| Crumly & Associates Inc. | 2,073 | $44.1 萬 | 0.17% | −360−14.8% | 減碼 |
| Kings Point Capital Management | 1,740 | $44.2 萬 | 0.04% | +318+22.4% | 加碼 |