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。
2022 年第 1 季 13F 持有人
Salesforce, Inc. 在 2022/3/31 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
- 2,282
- 較 2021 年第 4 季 −50 家
- 持有股數
- 7.72 億
- 較 2021 年第 4 季 −52.1 萬 (−0.1%)
- 總市值
- $1,630 億
- 較 2021 年第 4 季 −$324.0 億 (−16.6%)
- 新進機構
- 164
- 另有 1,082 家加碼
- 清倉機構
- 214
- 另有 809 家減碼
另有 24 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Twin Focus Capital Partners, LLC | 1,668 | $35.4 萬 | 0.07% | −5−0.3% | 減碼 |
| Aevitas Wealth Management, Inc. | 1,679 | $35.6 萬 | 0.22% | −722−30.1% | 減碼 |
| True North Advisors, LLC | 1,681 | $35.6 萬 | 0.10% | −701−29.4% | 減碼 |
| Avenue 1 Advisors, LLC | 1,680 | $35.7 萬 | 0.20% | +237+16.4% | 加碼 |
| Gsa Capital Partners LLP | 1,693 | $35.9 萬 | 0.05% | +1,693 | 新進 |
| Sovereign Financial Group, Inc. | 1,695 | $36.0 萬 | 0.13% | +96+6.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 1,698 | $36.1 萬 | 0.13% | +1,698 | 新進 |
| Morse Asset Management, Inc | 1,705 | $36.2 萬 | 0.09% | −2,170−56.0% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 1,703 | $36.2 萬 | 0.22% | +201+13.4% | 加碼 |
| JNBA Financial Advisors | 1,712 | $36.3 萬 | 0.05% | +35+2.1% | 加碼 |
| Lakeview Capital Partners, LLC | 1,714 | $36.4 萬 | 0.19% | −185−9.7% | 減碼 |
| Ionic Capital Management LLC | 1,715 | $36.4 萬 | 0.05% | +1,715 | 新進 |
| Boston Trust Walden Corp | 1,717 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 1,723 | $36.5 萬 | 0.38% | +1,723 | 新進 |
| Mattern Wealth Management LLC | 1,724 | $36.6 萬 | 0.12% | +50+3.0% | 加碼 |
| Austin Private Wealth, LLC | 1,727 | $36.7 萬 | 0.07% | +44+2.6% | 加碼 |
| Poehling Capital Management, LLC | 1,734 | $36.8 萬 | 0.11% | +684+65.1% | 加碼 |
| First Pacific Advisors, LP | 1,745 | $37.0 萬 | 0.00% | −3,380−66.0% | 減碼 |
| Pacific Center for Financial Services | 1,746 | $37.1 萬 | 0.13% | −10−0.6% | 減碼 |
| Financial Sense Advisors, Inc. | 1,746 | $37.1 萬 | 0.14% | +1,746 | 新進 |
| Evermay Wealth Management LLC | 1,750 | $37.2 萬 | 0.06% | −195−10.0% | 減碼 |
| Cardiff Park Advisors, LLC | 1,750 | $37.2 萬 | 0.05% | +83+5.0% | 加碼 |
| Fort Sheridan Advisors LLC | 1,759 | $37.3 萬 | 0.11% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 1,763 | $37.4 萬 | 0.13% | 00.0% | 不變 |
| Dougherty Wealth Advisers LLC | 1,760 | $37.4 萬 | 0.56% | 00.0% | 不變 |
| AIA Group Ltd | 1,766 | $37.5 萬 | 0.02% | −9,278−84.0% | 減碼 |
| SkyView Investment Advisors, LLC | 2,178 | $37.6 萬 | 0.09% | −1,981−47.6% | 減碼 |
| DeDora Capital, Inc. | 1,773 | $37.6 萬 | 0.15% | +1,773 | 新進 |
| Parker Investment Management, LLC | 1,776 | $37.7 萬 | 0.06% | +120+7.2% | 加碼 |
| Tradewinds Capital Management, LLC | 1,783 | $37.9 萬 | 0.06% | −134−7.0% | 減碼 |
| Modera Wealth Management, LLC | 1,795 | $38.1 萬 | 0.02% | −3,054−63.0% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,793 | $38.1 萬 | 0.19% | −124−6.5% | 減碼 |
| Cubic Asset Management, LLC | 1,800 | $38.2 萬 | 0.09% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 1,806 | $38.3 萬 | 0.08% | +365+25.3% | 加碼 |
| Sustainable Insight Capital Management, LLC | 1,808 | $38.4 萬 | 0.27% | +40+2.3% | 加碼 |
| Legacy Financial Advisors, Inc. | 1,814 | $38.5 萬 | 0.09% | −410−18.4% | 減碼 |
| Fosun International Ltd | 1,800 | $38.7 萬 | 0.03% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 1,832 | $38.9 萬 | 0.10% | +165+9.9% | 加碼 |
| Future Fund LLC | 1,836 | $39.0 萬 | 0.47% | +139+8.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 1,856 | $39.4 萬 | 0.00% | −767−29.2% | 減碼 |
| First Heartland Consultants, Inc. | 1,860 | $39.4 萬 | 0.06% | −662−26.2% | 減碼 |
| KWB Wealth | 1,559 | $39.6 萬 | 0.07% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 1,868 | $39.7 萬 | 0.23% | +408+27.9% | 加碼 |
| Arete Wealth Advisors, LLC | 1,875 | $39.8 萬 | 0.03% | −536−22.2% | 減碼 |
| Wolverine Asset Management LLC | 1,881 | $39.9 萬 | 0.00% | −19,678−91.3% | 減碼 |
| Keel Point, LLC | 1,879 | $39.9 萬 | 0.06% | −670−26.3% | 減碼 |
| Concord Wealth Partners | 1,884 | $40.0 萬 | 0.10% | +502+36.3% | 加碼 |
| Great Lakes Advisors, LLC | 1,890 | $40.1 萬 | 0.01% | −1,598−45.8% | 減碼 |
| Citizens National Bank Trust Department | 2,280 | $40.1 萬 | 0.16% | +2,280 | 新進 |
| Absolute Capital Management, LLC | 1,900 | $40.3 萬 | 0.48% | −3,800−66.7% | 減碼 |
| United Maritime Capital LLC | 1,900 | $40.3 萬 | 1.10% | −904−32.2% | 減碼 |
| C2C Wealth Management, LLC | 2,136 | $40.3 萬 | 0.07% | −535−20.0% | 減碼 |
| PAX Financial Group, LLC | 1,898 | $40.3 萬 | 0.09% | −700−26.9% | 減碼 |
| Ancora Advisors, LLC | 1,903 | $40.4 萬 | 0.01% | −538−22.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 1,911 | $40.6 萬 | 0.03% | −2,331−55.0% | 減碼 |
| Patron Partners Advisors, LLC | 1,917 | $40.7 萬 | 0.28% | −822−30.0% | 減碼 |
| PDS Planning, Inc | 1,924 | $40.9 萬 | 0.07% | −71−3.6% | 減碼 |
| Catalyst Private Wealth, LLC | 1,926 | $40.9 萬 | 0.20% | −52−2.6% | 減碼 |
| Proficio Capital Partners LLC | 1,929 | $41.0 萬 | 0.06% | −1,043−35.1% | 減碼 |
| Salvus Wealth Management, LLC | 1,932 | $41.0 萬 | 0.31% | +252+15.0% | 加碼 |
| Hyperion Capital Advisors LP | 1,934 | $41.1 萬 | 0.16% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 1,945 | $41.3 萬 | 0.02% | −285−12.8% | 減碼 |
| Curated Wealth Partners LLC | 1,629 | $41.3 萬 | 0.14% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 1,943 | $41.3 萬 | 0.11% | +1,943 | 新進 |
| Echo45 Advisors LLC | 1,962 | $41.7 萬 | 0.33% | −655−25.0% | 減碼 |
| Corton Capital Inc. | 1,999 | $42.4 萬 | 0.18% | +1,999 | 新進 |
| Parthenon LLC | 2,000 | $42.5 萬 | 0.06% | +350+21.2% | 加碼 |
| Golden State Equity Partners | 2,004 | $42.5 萬 | 0.21% | +668+50.0% | 加碼 |
| Prestige Wealth Management Group LLC | 2,002 | $42.5 萬 | 0.10% | +1,072+115.3% | 加碼 |
| Alley Investment Management Company, LLC | 2,000 | $42.5 萬 | 0.07% | +2,000 | 新進 |
| Calton & Associates, Inc. | 2,008 | $42.6 萬 | 0.13% | +24+1.2% | 加碼 |
| State of Wyoming | 2,013 | $42.7 萬 | 0.21% | −26−1.3% | 減碼 |
| WealthBridge Capital Management, LLC | 2,025 | $43.0 萬 | 0.16% | +6+0.3% | 加碼 |
| Angeles Wealth Management, LLC | 2,027 | $43.0 萬 | 0.08% | +2,027 | 新進 |
| Hemenway Trust Co LLC | 2,031 | $43.1 萬 | 0.04% | −65−3.1% | 減碼 |
| Secure Asset Management, LLC | 2,031 | $43.1 萬 | 0.19% | +747+58.2% | 加碼 |
| Garner Asset Management Corp | 2,039 | $43.3 萬 | 0.17% | +70+3.6% | 加碼 |
| James Hambro & Partners | 2,050 | $43.6 萬 | 0.03% | 00.0% | 不變 |
| First Manhattan Co | 2,060 | $43.7 萬 | 0.00% | −2,658−56.3% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,063 | $43.8 萬 | 0.09% | +170+9.0% | 加碼 |
| WNY Asset Management, LLC | 2,078 | $44.0 萬 | 0.14% | −264−11.3% | 減碼 |
| Evolution Wealth Advisors, LLC | 2,066 | $44.3 萬 | 0.09% | −223−9.7% | 減碼 |
| Main Street Research LLC | 2,085 | $44.3 萬 | 0.04% | +410+24.5% | 加碼 |
| Reuter James Wealth Management, LLC | 2,090 | $44.4 萬 | 0.18% | −41−1.9% | 減碼 |
| Benjamin Edwards Inc | 2,102 | $44.6 萬 | 0.13% | +551+35.5% | 加碼 |
| West Oak Capital, LLC | 2,105 | $44.7 萬 | 0.20% | −125−5.6% | 減碼 |
| Regent Peak Wealth Advisors LLC | 2,104 | $44.7 萬 | 0.13% | +18+0.9% | 加碼 |
| Fieldpoint Private Securities, LLC | 2,114 | $44.9 萬 | 0.09% | +228+12.1% | 加碼 |
| Jeppson Wealth Management, LLC | 2,118 | $44.9 萬 | 0.21% | +634+42.7% | 加碼 |
| McDonald Partners LLC | 2,123 | $45.1 萬 | 0.10% | −3,577−62.8% | 減碼 |
| Oakworth Capital, Inc. | 2,122 | $45.1 萬 | 0.04% | +105+5.2% | 加碼 |
| Arlington Partners LLC | 2,138 | $45.4 萬 | 0.13% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,139 | $45.4 萬 | 0.11% | +422+24.6% | 加碼 |
| Ergoteles LLC | 2,144 | $45.5 萬 | 0.02% | +2,144 | 新進 |
| Parsec Financial Management, Inc. | 2,151 | $45.7 萬 | 0.02% | −138−6.0% | 減碼 |
| Blue Fin Capital, Inc. | 2,157 | $45.7 萬 | 0.13% | +253+13.3% | 加碼 |
| IFG Advisors, LLC | 2,158 | $45.8 萬 | 0.20% | −10.0% | 減碼 |
| Venturi Wealth Management, LLC | 2,157 | $45.8 萬 | 0.04% | +268+14.2% | 加碼 |
| Anchor Investment Management, LLC | 2,178 | $46.2 萬 | 0.06% | −83−3.7% | 減碼 |
| Aire Advisors, LLC | 2,181 | $46.3 萬 | 0.17% | +458+26.6% | 加碼 |