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 |
|---|---|---|---|---|---|
| Paradigm Financial Advisors, LLC | 2,926 | $74.4 萬 | 0.16% | 00.0% | 不變 |
| Solstein Capital, LLC | 2,928 | $74.4 萬 | 0.45% | 00.0% | 不變 |
| Davis R M Inc | 2,929 | $74.4 萬 | 0.02% | +69+2.4% | 加碼 |
| Brookfield Asset Management Inc. | 2,928 | $74.4 萬 | 0.00% | +2,928 | 新進 |
| Warther Private Wealth, LLC | 2,928 | $74.8 萬 | 0.56% | +39+1.3% | 加碼 |
| Waycross Partners, LLC | 2,946 | $74.9 萬 | 0.43% | −2,100−41.6% | 減碼 |
| Bristlecone Advisors, LLC | 2,955 | $75.1 萬 | 0.09% | +646+28.0% | 加碼 |
| Synergy Financial Group, LTD | 2,954 | $75.1 萬 | 0.67% | +2,954 | 新進 |
| Marcum Wealth, LLC | 2,959 | $75.2 萬 | 0.10% | +51+1.8% | 加碼 |
| Altfest L J & Co Inc | 2,968 | $75.4 萬 | 0.14% | −788−21.0% | 減碼 |
| Proficio Capital Partners LLC | 2,972 | $75.5 萬 | 0.11% | +54+1.9% | 加碼 |
| Glenview Trust Co | 2,971 | $75.5 萬 | 0.02% | +59+2.0% | 加碼 |
| Cahill Financial Advisors Inc | 2,985 | $75.9 萬 | 0.15% | −21−0.7% | 減碼 |
| Highview Capital Management LLC | 2,986 | $75.9 萬 | 0.49% | +2,986 | 新進 |
| Sax Wealth Advisors, LLC | 2,991 | $76.0 萬 | 0.16% | +4+0.1% | 加碼 |
| Quattro Financial Advisors LLC | 3,000 | $76.2 萬 | 0.27% | −150−4.8% | 減碼 |
| Mather Group, LLC. | 2,997 | $76.2 萬 | 0.01% | +295+10.9% | 加碼 |
| Pinnacle Private Wealth, LLC | 2,999 | $76.2 萬 | 0.24% | +2,999 | 新進 |
| First National Bank | 3,006 | $76.4 萬 | 0.67% | +25+0.8% | 加碼 |
| High Net Worth Advisory Group LLC | 3,008 | $76.4 萬 | 0.27% | +3,008 | 新進 |
| Burleson & Company, LLC | 3,016 | $76.6 萬 | 0.11% | +2,686+813.9% | 加碼 |
| Kercheville Advisors, LLC | 3,020 | $76.7 萬 | 0.33% | +1,800+147.5% | 加碼 |
| Ascent Group, LLC | 3,510 | $76.7 萬 | 0.10% | +3,510 | 新進 |
| DSC Advisors, L.P. | 3,028 | $77.0 萬 | 0.89% | −119−3.8% | 減碼 |
| Smithfield Trust Co | 3,017 | $77.0 萬 | 0.05% | +22+0.7% | 加碼 |
| WP Advisors, LLC | 3,057 | $77.7 萬 | 0.32% | −48−1.5% | 減碼 |
| West Family Investments, Inc. | 3,065 | $77.9 萬 | 0.22% | −188−5.8% | 減碼 |
| Strengthening Families & Communities, LLC | 3,064 | $77.9 萬 | 0.60% | +3,064 | 新進 |
| LWM Advisory Services, LLC | 3,069 | $78.0 萬 | 0.97% | +3,069 | 新進 |
| V2 Financial group LLC | 3,071 | $78.0 萬 | 0.61% | −1,630−34.7% | 減碼 |
| Benchmark Investment Advisors LLC | 3,104 | $78.9 萬 | 0.65% | +3,104 | 新進 |
| RiverGlades Family Offices LLC | 3,125 | $79.4 萬 | 0.58% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 3,657 | $79.9 萬 | 0.33% | −1,047−22.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,164 | $80.2 萬 | 0.08% | −11−0.3% | 減碼 |
| Baxter Bros Inc | 3,164 | $80.4 萬 | 0.12% | +184+6.2% | 加碼 |
| Woodard & Co Asset Management Group Inc | 3,167 | $80.5 萬 | 0.38% | +191+6.4% | 加碼 |
| Banco BTG Pactual S.A. | 3,170 | $80.6 萬 | 2.36% | 00.0% | 不變 |
| Harvest Volatility Management LLC | 3,173 | $80.6 萬 | 0.04% | +3,173 | 新進 |
| LCM Capital Management Inc | 3,184 | $80.9 萬 | 0.63% | +143+4.7% | 加碼 |
| Boenning & Scattergood, Inc. | 3,192 | $81.1 萬 | 0.13% | −50−1.5% | 減碼 |
| First Pacific Financial | 3,207 | $81.5 萬 | 0.39% | +86+2.8% | 加碼 |
| AdvisorNet Financial, Inc | 3,209 | $81.6 萬 | 0.05% | −137−4.1% | 減碼 |
| Credit Capital Investments LLC | 3,219 | $81.8 萬 | 0.79% | +3,219 | 新進 |
| Thomas White International Ltd | 3,227 | $82.0 萬 | 0.13% | 00.0% | 不變 |
| Garrett Investment Advisors LLC | 3,235 | $82.2 萬 | 0.21% | +232+7.7% | 加碼 |
| Atlas Capital Advisors LLC | 3,238 | $82.3 萬 | 0.12% | +2,647+447.9% | 加碼 |
| Highland Private Wealth Management | 3,240 | $82.3 萬 | 0.10% | +20+0.6% | 加碼 |
| IMS Capital Management | 3,249 | $82.6 萬 | 0.42% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 3,274 | $83.2 萬 | 0.09% | −716−17.9% | 減碼 |
| Oxford Financial Group Ltd | 3,281 | $83.4 萬 | 0.09% | +137+4.4% | 加碼 |
| Fortem Financial Group, LLC | 3,290 | $83.6 萬 | 0.38% | 00.0% | 不變 |
| Silicon Hills Wealth Management, LLC | 3,290 | $83.6 萬 | 0.52% | +1,005+44.0% | 加碼 |
| FineMark National Bank & Trust | 3,295 | $83.7 萬 | 0.03% | −3−0.1% | 減碼 |
| Angeles Investment Advisors, LLC | 3,298 | $83.8 萬 | 0.04% | +1,213+58.2% | 加碼 |
| TSFG, LLC | 3,303 | $83.9 萬 | 0.29% | −111−3.3% | 減碼 |
| Roanoke Asset Management Corp | 3,319 | $84.3 萬 | 0.28% | +300+9.9% | 加碼 |
| Claro Advisors LLC | 3,327 | $84.5 萬 | 0.30% | +158+5.0% | 加碼 |
| Baker Avenue Asset Management, LP | 3,332 | $84.7 萬 | 0.04% | +2,399+257.1% | 加碼 |
| 17 Capital Partners, LLC | 3,335 | $84.8 萬 | 0.77% | +1,370+69.7% | 加碼 |
| Caxton Corp | 3,346 | $85.0 萬 | 0.69% | +360+12.1% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,350 | $85.1 萬 | 0.60% | +3,350 | 新進 |
| Ropes Wealth Advisors LLC | 3,365 | $85.5 萬 | 0.15% | −34−1.0% | 減碼 |
| Insight Advisors, LLC | 3,369 | $85.6 萬 | 0.25% | −376−10.0% | 減碼 |
| Redwood Investment Management, LLC | 3,368 | $85.6 萬 | 0.11% | +1,203+55.6% | 加碼 |
| Marshall Wace, LLP | 3,381 | $85.9 萬 | 0.00% | −98,890−96.7% | 減碼 |
| Qtron Investments LLC | 3,381 | $85.9 萬 | 0.19% | +824+32.2% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,129 | $85.9 萬 | 0.55% | +4,129 | 新進 |
| Summit Wealth & Retirement Planning, Inc. | 3,398 | $86.4 萬 | 0.30% | −218−6.0% | 減碼 |
| Ellevest, Inc. | 3,400 | $86.4 萬 | 0.08% | +179+5.6% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,385 | $86.4 萬 | 0.02% | +2,658+365.6% | 加碼 |
| TCWP LLC | 3,413 | $86.7 萬 | 0.17% | +3,413 | 新進 |
| Carnegie Capital Asset Management, LLC | 3,432 | $87.2 萬 | 0.03% | +546+18.9% | 加碼 |
| Buckingham Strategic Partners | 3,449 | $87.6 萬 | 0.18% | +3,449 | 新進 |
| Claraphi Advisory Network, LLC | 3,455 | $87.8 萬 | 0.31% | −809−19.0% | 減碼 |
| Clare Market Investments LLC | 3,455 | $87.8 萬 | 0.25% | +1,255+57.0% | 加碼 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,458 | $87.9 萬 | 0.15% | +621+21.9% | 加碼 |
| CPWM, LLC | 3,245 | $88.0 萬 | 0.07% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 3,466 | $88.1 萬 | 0.35% | +384+12.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,484 | $88.5 萬 | 0.15% | −3,441−49.7% | 減碼 |
| Greystone Financial Group, LLC | 3,484 | $88.5 萬 | 0.21% | +302+9.5% | 加碼 |
| Great Lakes Advisors, LLC | 3,488 | $88.6 萬 | 0.01% | −5−0.1% | 減碼 |
| Roberts Capital Advisors, LLC | 3,497 | $88.9 萬 | 0.83% | +3,497 | 新進 |
| Jmac Enterprises LLC | 4,127 | $89.3 萬 | 0.21% | +4,127 | 新進 |
| Aaron Wealth Advisors | 3,542 | $90.0 萬 | 0.25% | +493+16.2% | 加碼 |
| Diligent Investors, LLC | 3,544 | $90.1 萬 | 0.25% | −535−13.1% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 3,549 | $90.2 萬 | 0.44% | +3,549 | 新進 |
| Jacobi Capital Management LLC | 3,564 | $90.6 萬 | 0.11% | +285+8.7% | 加碼 |
| Platform Technology Partners | 3,574 | $90.8 萬 | 0.40% | +189+5.6% | 加碼 |
| Agf Investments Inc. | 3,587 | $91.2 萬 | 0.01% | −4,249−54.2% | 減碼 |
| Trust Investment Advisors | 3,598 | $91.4 萬 | 0.72% | −317−8.1% | 減碼 |
| Fortis Capital Management LLC | 3,599 | $91.5 萬 | 0.48% | −7,047−66.2% | 減碼 |
| Congress Park Capital LLC | 3,600 | $91.5 萬 | 0.45% | +100+2.9% | 加碼 |
| SkyView Investment Advisors, LLC | 4,159 | $91.5 萬 | 0.21% | +1,105+36.2% | 加碼 |
| Camden Capital, LLC | 3,613 | $91.8 萬 | 0.20% | −3,516−49.3% | 減碼 |
| McDaniel Terry & Co | 3,615 | $91.9 萬 | 0.09% | +577+19.0% | 加碼 |
| Mission Creek Capital Partners, Inc. | 3,621 | $92.0 萬 | 0.18% | +135+3.9% | 加碼 |
| Stiles Financial Services Inc | 3,621 | $92.0 萬 | 0.44% | +3,621 | 新進 |
| Stratos Wealth Advisors, LLC | 3,624 | $92.1 萬 | 0.07% | +33+0.9% | 加碼 |
| Lumature Wealth Partners, LLC | 3,625 | $92.1 萬 | 0.36% | +104+3.0% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 3,625 | $92.1 萬 | 0.22% | +1,260+53.3% | 加碼 |