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 |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 3,298 | $83.8 萬 | 0.04% | +1,213+58.2% | 加碼 |
| FineMark National Bank & Trust | 3,295 | $83.7 萬 | 0.03% | −3−0.1% | 減碼 |
| 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 |
| Oxford Financial Group Ltd | 3,281 | $83.4 萬 | 0.09% | +137+4.4% | 加碼 |
| Capital Asset Advisory Services LLC | 3,274 | $83.2 萬 | 0.09% | −716−17.9% | 減碼 |
| IMS Capital Management | 3,249 | $82.6 萬 | 0.42% | 00.0% | 不變 |
| Highland Private Wealth Management | 3,240 | $82.3 萬 | 0.10% | +20+0.6% | 加碼 |
| Atlas Capital Advisors LLC | 3,238 | $82.3 萬 | 0.12% | +2,647+447.9% | 加碼 |
| Garrett Investment Advisors LLC | 3,235 | $82.2 萬 | 0.21% | +232+7.7% | 加碼 |
| Thomas White International Ltd | 3,227 | $82.0 萬 | 0.13% | 00.0% | 不變 |
| Credit Capital Investments LLC | 3,219 | $81.8 萬 | 0.79% | +3,219 | 新進 |
| AdvisorNet Financial, Inc | 3,209 | $81.6 萬 | 0.05% | −137−4.1% | 減碼 |
| First Pacific Financial | 3,207 | $81.5 萬 | 0.39% | +86+2.8% | 加碼 |
| Boenning & Scattergood, Inc. | 3,192 | $81.1 萬 | 0.13% | −50−1.5% | 減碼 |
| LCM Capital Management Inc | 3,184 | $80.9 萬 | 0.63% | +143+4.7% | 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 |
| Woodard & Co Asset Management Group Inc | 3,167 | $80.5 萬 | 0.38% | +191+6.4% | 加碼 |
| Baxter Bros Inc | 3,164 | $80.4 萬 | 0.12% | +184+6.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,164 | $80.2 萬 | 0.08% | −11−0.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 3,657 | $79.9 萬 | 0.33% | −1,047−22.3% | 減碼 |
| RiverGlades Family Offices LLC | 3,125 | $79.4 萬 | 0.58% | 00.0% | 不變 |
| Benchmark Investment Advisors LLC | 3,104 | $78.9 萬 | 0.65% | +3,104 | 新進 |
| V2 Financial group LLC | 3,071 | $78.0 萬 | 0.61% | −1,630−34.7% | 減碼 |
| LWM Advisory Services, LLC | 3,069 | $78.0 萬 | 0.97% | +3,069 | 新進 |
| 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 |
| WP Advisors, LLC | 3,057 | $77.7 萬 | 0.32% | −48−1.5% | 減碼 |
| 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 |
| 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 |
| Burleson & Company, LLC | 3,016 | $76.6 萬 | 0.11% | +2,686+813.9% | 加碼 |
| 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 |
| 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 |
| Sax Wealth Advisors, LLC | 2,991 | $76.0 萬 | 0.16% | +4+0.1% | 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 |
| 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 |
| Altfest L J & Co Inc | 2,968 | $75.4 萬 | 0.14% | −788−21.0% | 減碼 |
| Marcum Wealth, LLC | 2,959 | $75.2 萬 | 0.10% | +51+1.8% | 加碼 |
| 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 |
| Waycross Partners, LLC | 2,946 | $74.9 萬 | 0.43% | −2,100−41.6% | 減碼 |
| Warther Private Wealth, LLC | 2,928 | $74.8 萬 | 0.56% | +39+1.3% | 加碼 |
| 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 |
| D.B. Root & Company, LLC | 2,927 | $74.3 萬 | 0.27% | −3−0.1% | 減碼 |
| Washington Trust Advisors, Inc. | 2,916 | $74.1 萬 | 0.05% | +2,916 | 新進 |
| Bellecapital International Ltd. | 2,909 | $73.9 萬 | 0.21% | −85−2.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 2,905 | $73.8 萬 | 0.16% | −606−17.3% | 減碼 |
| Money Concepts Capital Corp | 2,891 | $73.5 萬 | 0.06% | +2,891 | 新進 |
| Golden Green, Inc. | 2,887 | $73.4 萬 | 0.59% | −569−16.5% | 減碼 |
| Fulcrum Capital LLC | 2,886 | $73.3 萬 | 0.16% | +66+2.3% | 加碼 |
| Renasant Bank | 2,860 | $72.7 萬 | 0.49% | +1,077+60.4% | 加碼 |
| Windsor Group LTD | 2,903 | $72.1 萬 | 0.13% | +480+19.8% | 加碼 |
| Stonebridge Capital Advisors LLC | 2,833 | $72.0 萬 | 0.08% | +385+15.7% | 加碼 |
| TFG Advisers LLC | 2,830 | $71.9 萬 | 0.31% | +353+14.3% | 加碼 |
| Eagle Strategies LLC | 2,822 | $71.7 萬 | 0.28% | +2,822 | 新進 |
| Prudent Man Advisors, LLC | 2,813 | $71.5 萬 | 0.27% | −55−1.9% | 減碼 |
| Fulcrum Asset Management LLP | – | $71.4 萬 | 0.35% | – | – |
| Copperwynd Financial, LLC | 2,809 | $71.4 萬 | 0.27% | +198+7.6% | 加碼 |
| Creative Financial Designs Inc | 2,805 | $71.3 萬 | 0.11% | −854−23.3% | 減碼 |
| United Maritime Capital LLC | 2,804 | $71.3 萬 | 0.82% | −50−1.8% | 減碼 |
| Camelot Portfolios, LLC | 2,781 | $70.7 萬 | 0.29% | −1,022−26.9% | 減碼 |
| Redwood Investments, LLC | 2,758 | $70.1 萬 | 0.06% | −13−0.5% | 減碼 |
| Patron Partners Advisors, LLC | 2,739 | $69.6 萬 | 0.46% | +30+1.1% | 加碼 |
| Pitti Group Wealth Management, LLC | 2,731 | $69.4 萬 | 0.77% | +2,731 | 新進 |
| Delphia (USA) Inc. | 2,710 | $68.9 萬 | 0.73% | +2,710 | 新進 |
| Csenge Advisory Group | 2,799 | $68.6 萬 | 0.06% | −167−5.6% | 減碼 |
| Sonata Capital Group Inc | 2,694 | $68.5 萬 | 0.29% | +275+11.4% | 加碼 |
| Tarbox Family Office, Inc. | 2,677 | $68.0 萬 | 0.12% | +23+0.9% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,771 | $68.0 萬 | 0.16% | +212+8.3% | 加碼 |
| Ascension Asset Management LLC | 2,670 | $67.9 萬 | 0.40% | −3,380−55.9% | 減碼 |
| C2C Wealth Management, LLC | 2,671 | $67.9 萬 | 0.10% | +2,671 | 新進 |
| Stonebridge Financial Planning Group, LLC | 3,052 | $67.8 萬 | 0.36% | 00.0% | 不變 |
| Citizens Financial Group Inc | 2,667 | $67.8 萬 | 0.02% | −322−10.8% | 減碼 |
| Balasa Dinverno & Foltz LLC | 2,658 | $67.5 萬 | 0.04% | −22−0.8% | 減碼 |
| Saiph Capital, LLC | 2,651 | $67.4 萬 | 0.44% | +2,651 | 新進 |
| First Nebraska Trust Co | 2,642 | $67.1 萬 | 0.08% | +8+0.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 2,641 | $67.1 萬 | 0.13% | −308−10.4% | 減碼 |
| Tradition Wealth Management, LLC | 2,641 | $67.1 萬 | 0.08% | +4+0.2% | 加碼 |
| Visionary Wealth Advisors | 2,639 | $67.1 萬 | 0.06% | +717+37.3% | 加碼 |
| Capula Management Ltd | 2,630 | $66.8 萬 | 0.05% | −13,569−83.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 2,623 | $66.7 萬 | 0.00% | −234−8.2% | 減碼 |
| Oder Investment Management, LLC | 2,617 | $66.5 萬 | 0.94% | −267−9.3% | 減碼 |
| Echo45 Advisors LLC | 2,617 | $66.5 萬 | 0.53% | +2,617 | 新進 |
| PAX Financial Group, LLC | 2,598 | $66.0 萬 | 0.15% | +1,531+143.5% | 加碼 |
| Periscope Capital Inc. | 2,600 | $66.0 萬 | 0.02% | +2,600 | 新進 |
| Park National Corp | 2,591 | $65.9 萬 | 0.03% | 00.0% | 不變 |
| Sofos Investments, Inc. | 3,984 | $65.8 萬 | 0.05% | +1,552+63.8% | 加碼 |
| Geller Advisors LLC | 2,590 | $65.8 萬 | 0.13% | +11+0.4% | 加碼 |
| Saturna Capital CORP | 2,564 | $65.2 萬 | 0.01% | +281+12.3% | 加碼 |