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 |
|---|---|---|---|---|---|
| Hellman Jordan Management Co Inc | 4,093 | $104.0 萬 | 1.25% | +1,500+57.8% | 加碼 |
| Principle Wealth Partners LLC | 4,087 | $103.9 萬 | 0.11% | +154+3.9% | 加碼 |
| Integrated Advisors Network LLC | 4,068 | $103.4 萬 | 0.06% | −3,365−45.3% | 減碼 |
| Haverford Trust Co | 4,064 | $103.3 萬 | 0.01% | +126+3.2% | 加碼 |
| Harfst & Associates, Inc. | 4,065 | $103.3 萬 | 0.26% | +375+10.2% | 加碼 |
| Taylor Wealth Management Partners | 4,063 | $103.3 萬 | 0.36% | +381+10.3% | 加碼 |
| AlphaStar Capital Management, LLC | 4,462 | $103.2 萬 | 0.08% | +1,037+30.3% | 加碼 |
| Cadinha & Co LLC | 4,050 | $102.9 萬 | 0.14% | −3,620−47.2% | 減碼 |
| Allred Capital Management, LLC | 4,051 | $102.9 萬 | 0.50% | −201−4.7% | 減碼 |
| Merit Financial Group, LLC | 4,047 | $102.8 萬 | 0.10% | +267+7.1% | 加碼 |
| Occidental Asset Management, LLC | 4,035 | $102.5 萬 | 0.24% | +1,165+40.6% | 加碼 |
| MUFG Americas Holdings Corp | 4,006 | $101.8 萬 | 0.02% | +598+17.5% | 加碼 |
| Hilltop Holdings Inc. | 4,007 | $101.8 萬 | 0.11% | +1,109+38.3% | 加碼 |
| Ardsley Advisory Partners LP | 4,000 | $101.7 萬 | 0.24% | −1,000−20.0% | 減碼 |
| Lyon Street Capital, LLC | 4,000 | $101.7 萬 | 1.01% | +4,000 | 新進 |
| Advisors Capital Management, LLC | 3,993 | $101.5 萬 | 0.03% | +2,073+108.0% | 加碼 |
| Western Pacific Wealth Management, LP | 3,990 | $101.3 萬 | 0.65% | +3,990 | 新進 |
| Allworth Financial LP | 3,983 | $101.2 萬 | 0.01% | +201+5.3% | 加碼 |
| WESPAC Advisors SoCal, LLC | 4,354 | $101.1 萬 | 0.31% | −25−0.6% | 減碼 |
| Riverview Trust Co | 3,969 | $100.9 萬 | 0.59% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 3,956 | $100.5 萬 | 0.36% | +1,191+43.1% | 加碼 |
| Wealth Management Associates, Inc. | 3,945 | $100.3 萬 | 0.54% | +230+6.2% | 加碼 |
| Covenant Partners, LLC | 3,928 | $99.8 萬 | 0.37% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 3,924 | $99.7 萬 | 0.04% | +201+5.4% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 3,918 | $99.6 萬 | 0.94% | +3,918 | 新進 |
| One Capital Management, LLC | 3,915 | $99.4 萬 | 0.08% | +1,208+44.6% | 加碼 |
| Glen Eagle Advisors, LLC | 3,901 | $99.1 萬 | 0.26% | +366+10.4% | 加碼 |
| Tectonic Advisors LLC | 3,893 | $99.0 萬 | 0.18% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,886 | $98.8 萬 | 0.07% | +1,043+36.7% | 加碼 |
| Highlander Capital Management, LLC | 3,882 | $98.7 萬 | 0.46% | 00.0% | 不變 |
| Morse Asset Management, Inc | 3,875 | $98.5 萬 | 0.22% | −360−8.5% | 減碼 |
| Adams Chetwood Wealth Management LLC | 3,868 | $98.3 萬 | 0.67% | −91−2.3% | 減碼 |
| Dohj, LLC | 3,858 | $98.0 萬 | 0.44% | −114−2.9% | 減碼 |
| USA Financial Portformulas Corp | 3,850 | $97.8 萬 | 0.84% | +3,846+96,150.0% | 加碼 |
| Quantinno Capital Management LP | 3,822 | $97.1 萬 | 0.18% | +2,570+205.3% | 加碼 |
| Brown Advisory Securities, LLC | 3,813 | $97.0 萬 | 0.41% | −150−3.8% | 減碼 |
| Chemung Canal Trust Co | 3,809 | $96.8 萬 | 0.17% | −36−0.9% | 減碼 |
| Founders Financial Securities LLC | 3,811 | $96.8 萬 | 0.17% | +206+5.7% | 加碼 |
| Kraematon Investment Advisors, Inc | 3,801 | $96.6 萬 | 0.87% | +3,801 | 新進 |
| Mayflower Financial Advisors, LLC | 3,794 | $96.4 萬 | 0.13% | +46+1.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,777 | $95.9 萬 | 0.08% | +3,710+5,537.3% | 加碼 |
| Encompass Wealth Advisors, LLC | 3,767 | $95.7 萬 | 0.23% | +10.0% | 加碼 |
| Concorde Asset Management, LLC | 3,764 | $95.7 萬 | 0.59% | +34+0.9% | 加碼 |
| Bordeaux Wealth Advisors LLC | 3,732 | $94.8 萬 | 0.44% | +67+1.8% | 加碼 |
| Colonial River Wealth Management, LLC | 3,699 | $94.0 萬 | 0.51% | −4,077−52.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 3,684 | $93.6 萬 | 0.09% | −315−7.9% | 減碼 |
| Octavia Wealth Advisors, LLC | 3,669 | $93.2 萬 | 0.20% | +673+22.5% | 加碼 |
| Balentine LLC | 3,660 | $93.0 萬 | 0.03% | +958+35.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,650 | $92.8 萬 | 0.32% | +200+5.8% | 加碼 |
| Juncture Wealth Strategies, LLC | 3,650 | $92.8 萬 | 0.44% | +216+6.3% | 加碼 |
| Vienna Asset Management LLC | 3,647 | $92.7 萬 | 0.84% | +3,647 | 新進 |
| Valley Brook Capital Group | 3,644 | $92.6 萬 | 0.80% | +307+9.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 3,629 | $92.6 萬 | 0.26% | +2,015+124.8% | 加碼 |
| YHB Investment Advisors, Inc. | 3,637 | $92.4 萬 | 0.07% | +273+8.1% | 加碼 |
| 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 |
| 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 |
| McDaniel Terry & Co | 3,615 | $91.9 萬 | 0.09% | +577+19.0% | 加碼 |
| Camden Capital, LLC | 3,613 | $91.8 萬 | 0.20% | −3,516−49.3% | 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 |
| Trust Investment Advisors | 3,598 | $91.4 萬 | 0.72% | −317−8.1% | 減碼 |
| Agf Investments Inc. | 3,587 | $91.2 萬 | 0.01% | −4,249−54.2% | 減碼 |
| Platform Technology Partners | 3,574 | $90.8 萬 | 0.40% | +189+5.6% | 加碼 |
| Jacobi Capital Management LLC | 3,564 | $90.6 萬 | 0.11% | +285+8.7% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 3,549 | $90.2 萬 | 0.44% | +3,549 | 新進 |
| Diligent Investors, LLC | 3,544 | $90.1 萬 | 0.25% | −535−13.1% | 減碼 |
| Aaron Wealth Advisors | 3,542 | $90.0 萬 | 0.25% | +493+16.2% | 加碼 |
| Jmac Enterprises LLC | 4,127 | $89.3 萬 | 0.21% | +4,127 | 新進 |
| Roberts Capital Advisors, LLC | 3,497 | $88.9 萬 | 0.83% | +3,497 | 新進 |
| Great Lakes Advisors, LLC | 3,488 | $88.6 萬 | 0.01% | −5−0.1% | 減碼 |
| 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 |
| Global Trust Asset Management, LLC | 3,466 | $88.1 萬 | 0.35% | +384+12.5% | 加碼 |
| CPWM, LLC | 3,245 | $88.0 萬 | 0.07% | 00.0% | 不變 |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,458 | $87.9 萬 | 0.15% | +621+21.9% | 加碼 |
| Clare Market Investments LLC | 3,455 | $87.8 萬 | 0.25% | +1,255+57.0% | 加碼 |
| Claraphi Advisory Network, LLC | 3,455 | $87.8 萬 | 0.31% | −809−19.0% | 減碼 |
| Buckingham Strategic Partners | 3,449 | $87.6 萬 | 0.18% | +3,449 | 新進 |
| Carnegie Capital Asset Management, LLC | 3,432 | $87.2 萬 | 0.03% | +546+18.9% | 加碼 |
| TCWP LLC | 3,413 | $86.7 萬 | 0.17% | +3,413 | 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 |
| 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 |
| 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 |
| Ropes Wealth Advisors LLC | 3,365 | $85.5 萬 | 0.15% | −34−1.0% | 減碼 |
| Masso Torrence Wealth Management Inc. | 3,350 | $85.1 萬 | 0.60% | +3,350 | 新進 |
| Caxton Corp | 3,346 | $85.0 萬 | 0.69% | +360+12.1% | 加碼 |
| 17 Capital Partners, LLC | 3,335 | $84.8 萬 | 0.77% | +1,370+69.7% | 加碼 |
| Baker Avenue Asset Management, LP | 3,332 | $84.7 萬 | 0.04% | +2,399+257.1% | 加碼 |
| Claro Advisors LLC | 3,327 | $84.5 萬 | 0.30% | +158+5.0% | 加碼 |
| Roanoke Asset Management Corp | 3,319 | $84.3 萬 | 0.28% | +300+9.9% | 加碼 |
| TSFG, LLC | 3,303 | $83.9 萬 | 0.29% | −111−3.3% | 減碼 |