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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 24,701 | $627.7 萬 | 0.12% | +390+1.6% | 加碼 |
| Siemens Fonds Invest GmbH | 24,461 | $624.6 萬 | 0.41% | +1,503+6.5% | 加碼 |
| Arrow Financial Corp | 24,551 | $623.9 萬 | 0.74% | −1,982−7.5% | 減碼 |
| Executive Wealth Management, LLC | 24,479 | $622.0 萬 | 0.62% | +765+3.2% | 加碼 |
| RNC Capital Management LLC | 24,242 | $616.1 萬 | 0.31% | +761+3.2% | 加碼 |
| Harbour Capital Advisors, LLC | 24,206 | $615.1 萬 | 1.51% | +73+0.3% | 加碼 |
| Peloton Wealth Strategists | 24,175 | $614.4 萬 | 2.46% | −1,605−6.2% | 減碼 |
| ACG Wealth | 24,112 | $612.8 萬 | 0.87% | −8,516−26.1% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 24,081 | $612.0 萬 | 2.02% | +198+0.8% | 加碼 |
| Surevest, LLC | 23,970 | $609.1 萬 | 1.44% | −1,267−5.0% | 減碼 |
| YorkBridge Wealth Partners, LLC | 23,803 | $604.9 萬 | 1.36% | +1,081+4.8% | 加碼 |
| Redpoint Investment Management Pty Ltd | 23,769 | $604.0 萬 | 0.48% | +456+2.0% | 加碼 |
| Shikiar Asset Management Inc | 23,745 | $603.4 萬 | 1.54% | +15+0.1% | 加碼 |
| Elite Wealth Management, Inc. | 23,739 | $603.3 萬 | 2.34% | −2,990−11.2% | 減碼 |
| GAM Holding AG | 23,668 | $601.5 萬 | 0.27% | −101−0.4% | 減碼 |
| Virtu Financial LLC | 23,664 | $601.4 萬 | 0.62% | +21,558+1,023.6% | 加碼 |
| Moody Lynn & Lieberson, LLC | 23,661 | $601.3 萬 | 0.40% | −2,775−10.5% | 減碼 |
| Wetherby Asset Management Inc | 23,652 | $601.1 萬 | 0.34% | +1,128+5.0% | 加碼 |
| Trust Co of Kansas | 23,547 | $598.4 萬 | 3.17% | +1,162+5.2% | 加碼 |
| Twin Capital Management Inc | 23,402 | $594.7 萬 | 0.60% | −6,980−23.0% | 減碼 |
| FRG Family Wealth Advisors LLC | 23,384 | $594.3 萬 | 1.11% | −2,230−8.7% | 減碼 |
| Caldwell Trust Co | 23,325 | $592.8 萬 | 0.68% | +574+2.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 23,077 | $586.5 萬 | 0.26% | −134−0.6% | 減碼 |
| Van Strum & Towne Inc. | 23,059 | $586.0 萬 | 2.12% | +175+0.8% | 加碼 |
| Advisor Partners LLC | 22,993 | $584.4 萬 | 0.35% | −2,237−8.9% | 減碼 |
| Salem Investment Counselors Inc | 22,989 | $584.2 萬 | 0.20% | +434+1.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 22,974 | $583.8 萬 | 0.33% | +1,741+8.2% | 加碼 |
| SeaTown Holdings Pte. Ltd. | 22,950 | $583.2 萬 | 0.32% | +2,950+14.8% | 加碼 |
| Axxcess Wealth Management, LLC | 22,794 | $579.2 萬 | 0.44% | +22,794 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 22,763 | $578.5 萬 | 0.85% | +479+2.1% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 22,743 | $578.0 萬 | 2.52% | +8,305+57.5% | 加碼 |
| Belpointe Asset Management LLC | 22,702 | $576.9 萬 | 0.36% | −1,979−8.0% | 減碼 |
| Aj Wealth Strategies, LLC | 22,678 | $576.3 萬 | 0.27% | −379−1.6% | 減碼 |
| Gardner Lewis Asset Management L P | 22,622 | $574.9 萬 | 1.11% | −16,201−41.7% | 減碼 |
| Echo Street Capital Management LLC | 22,352 | $568.0 萬 | 0.04% | +20,510+1,113.5% | 加碼 |
| Icon Wealth Partners, LLC | 22,265 | $565.8 萬 | 0.57% | +1,114+5.3% | 加碼 |
| Meridian Management Co | 22,138 | $562.6 萬 | 1.63% | +17+0.1% | 加碼 |
| RB Capital Management, LLC | 22,083 | $561.2 萬 | 1.75% | +113+0.5% | 加碼 |
| O'Shares Investment Advisers, LLC | 22,030 | $559.8 萬 | 0.40% | −6,101−21.7% | 減碼 |
| Atlantic Union Bankshares Corp | 22,021 | $559.6 萬 | 0.47% | +2,815+14.7% | 加碼 |
| Meyer Handelman Co | 21,990 | $558.8 萬 | 0.21% | −1,072−4.6% | 減碼 |
| Cigna Investments Inc | 21,984 | $558.6 萬 | 0.44% | −7,623−25.7% | 減碼 |
| Marietta Wealth Management, LLC | 21,911 | $556.8 萬 | 1.12% | +197+0.9% | 加碼 |
| Venture Visionary Partners LLC | 21,791 | $553.7 萬 | 0.36% | +439+2.1% | 加碼 |
| Chapman Investment Management, LLC | 21,609 | $549.1 萬 | 2.51% | +786+3.8% | 加碼 |
| Colony Group LLC | 21,575 | $548.3 萬 | 0.10% | +963+4.7% | 加碼 |
| Wolverine Asset Management LLC | 21,559 | $547.8 萬 | 0.06% | −5,404−20.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 21,369 | $543.1 萬 | 0.15% | +763+3.7% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 23,687 | $541.6 萬 | 0.87% | +447+1.9% | 加碼 |
| Strategic Wealth Designers | 21,253 | $540.1 萬 | 1.40% | +1,945+10.1% | 加碼 |
| Marks Group Wealth Management, Inc | 21,178 | $539.6 萬 | 0.66% | +345+1.7% | 加碼 |
| Murphy Capital Management Inc | 21,202 | $538.8 萬 | 0.58% | −462−2.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 21,193 | $538.6 萬 | 0.83% | +70.0% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 21,162 | $537.8 萬 | 1.66% | −8,966−29.8% | 減碼 |
| Girard Partners Ltd. | 21,160 | $537.7 萬 | 0.58% | +306+1.5% | 加碼 |
| Meeder Asset Management Inc | 20,975 | $533.2 萬 | 0.54% | −7,939−27.5% | 減碼 |
| CMH Wealth Management LLC | 20,936 | $532.0 萬 | 1.60% | +631+3.1% | 加碼 |
| Iowa State Bank | 20,881 | $530.6 萬 | 1.25% | +2,804+15.5% | 加碼 |
| Once Capital Management, LLC | 20,800 | $528.6 萬 | 4.95% | +20,800 | 新進 |
| South State Corp. | 20,772 | $527.9 萬 | 0.41% | −522−2.5% | 減碼 |
| Avestar Capital, LLC | 20,730 | $526.8 萬 | 0.96% | +590+2.9% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 20,604 | $526.0 萬 | 0.25% | −1,991−8.8% | 減碼 |
| Ocean Capital Management, LLC | 20,572 | $522.8 萬 | 1.98% | +836+4.2% | 加碼 |
| Martingale Asset Management L P | 20,546 | $522.2 萬 | 0.07% | −2,724−11.7% | 減碼 |
| Knuff & Co LLC | 20,504 | $521.1 萬 | 1.62% | −76−0.4% | 減碼 |
| Apollon Wealth Management, LLC | 20,459 | $519.9 萬 | 0.42% | +9,824+92.4% | 加碼 |
| McBroom & Associates, LLC | 20,454 | $519.8 萬 | 3.91% | +20,454 | 新進 |
| Bessemer Group Inc | 20,402 | $518.6 萬 | 0.01% | +2,346+13.0% | 加碼 |
| Private Wealth Partners, LLC | 20,403 | $518.5 萬 | 0.44% | +1,862+10.0% | 加碼 |
| Chartwell Investment Partners, LLC | 20,380 | $517.9 萬 | 0.15% | +817+4.2% | 加碼 |
| Bray Capital Advisors | 20,286 | $515.5 萬 | 1.26% | +65+0.3% | 加碼 |
| Whalerock Point Partners, LLC | 20,266 | $515.0 萬 | 1.76% | +225+1.1% | 加碼 |
| Roundview Capital LLC | 20,228 | $514.1 萬 | 0.51% | +752+3.9% | 加碼 |
| Steel Peak Wealth Management LLC | 20,151 | $512.1 萬 | 0.31% | −2,025−9.1% | 減碼 |
| ExodusPoint Capital Management, LP | 20,053 | $509.6 萬 | 0.06% | −2,713−11.9% | 減碼 |
| Horizon Investments, LLC | 20,010 | $508.5 萬 | 0.15% | +1,590+8.6% | 加碼 |
| Ally Financial Inc. | 20,000 | $508.3 萬 | 0.47% | −16,000−44.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 19,985 | $507.9 萬 | 0.39% | +1,628+8.9% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 19,830 | $504.0 萬 | 0.36% | +19,830 | 新進 |
| Advisors Asset Management, Inc. | 19,748 | $501.9 萬 | 0.07% | −4,732−19.3% | 減碼 |
| Kornitzer Capital Management Inc | 19,726 | $501.3 萬 | 0.07% | −925−4.5% | 減碼 |
| HBW Advisory Services LLC | 19,662 | $499.7 萬 | 1.17% | +290+1.5% | 加碼 |
| Moody National Bank Trust Division | 19,544 | $496.7 萬 | 0.15% | −48,267−71.2% | 減碼 |
| Frontier Wealth Management LLC | 19,449 | $494.3 萬 | 0.33% | +437+2.3% | 加碼 |
| Breakline Capital LLC | 19,411 | $493.3 萬 | 6.65% | −7,157−26.9% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 19,392 | $492.8 萬 | 1.09% | +6,236+47.4% | 加碼 |
| Shelton Capital Management | 19,347 | $491.7 萬 | 0.17% | +50+0.3% | 加碼 |
| Kingsview Wealth Management, LLC | 19,330 | $491.3 萬 | 0.21% | +996+5.4% | 加碼 |
| Investment House LLC | 19,326 | $491.1 萬 | 0.32% | +3,531+22.4% | 加碼 |
| Plimoth Trust Co LLC | 19,074 | $484.8 萬 | 1.23% | +2,576+15.6% | 加碼 |
| SG3 Management, LLC | 19,000 | $482.8 萬 | 0.49% | +19,000 | 新進 |
| Security National Bank | 18,991 | $482.6 萬 | 1.09% | +355+1.9% | 加碼 |
| Brookstone Capital Management | 21,106 | $481.9 萬 | 0.08% | +4,229+25.1% | 加碼 |
| Simmons Bank | 18,904 | $480.3 萬 | 0.34% | +573+3.1% | 加碼 |
| Lord, Abbett & Co. LLC | 18,817 | $478.2 萬 | 0.01% | −2,965−13.6% | 減碼 |
| Stoneridge Investment Partners LLC | 18,776 | $477.2 萬 | 2.20% | +8,025+74.6% | 加碼 |
| BDO Wealth Advisors, LLC | 18,701 | $475.2 萬 | 0.50% | +12,467+200.0% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 18,683 | $474.8 萬 | 4.53% | +18,683 | 新進 |
| Icapital Wealth LLC | 18,681 | $474.7 萬 | 1.84% | +18,681 | 新進 |
| King Wealth | 18,480 | $469.6 萬 | 0.87% | −1,282−6.5% | 減碼 |