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。
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 | 2,493 | $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 |
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 |
|---|---|---|---|---|---|
| Albion Financial Group | 6,485 | $137.7 萬 | 0.12% | +16+0.2% | 加碼 |
| Pennsylvania Capital Management Inc | 6,474 | $137.5 萬 | 0.59% | −415−6.0% | 減碼 |
| Edge Capital Group, LLC | 6,388 | $135.6 萬 | 0.09% | +2,041+47.0% | 加碼 |
| Navalign, LLC | 7,755 | $135.5 萬 | 0.57% | +300+4.0% | 加碼 |
| Rossmore Private Capital | 6,382 | $135.5 萬 | 0.21% | +770+13.7% | 加碼 |
| Parkside Investments, LLC | 6,373 | $135.3 萬 | 0.26% | +6,373 | 新進 |
| Options Solutions, LLC | 6,325 | $134.3 萬 | 1.41% | −6−0.1% | 減碼 |
| Money Concepts Capital Corp | 6,323 | $134.2 萬 | 0.08% | +3,432+118.7% | 加碼 |
| Forum Financial Management, LP | 6,301 | $133.7 萬 | 0.06% | −1,359−17.7% | 減碼 |
| Barrett Asset Management, LLC | 6,295 | $133.6 萬 | 0.06% | −203−3.1% | 減碼 |
| Eqis Capital Management, Inc. | 6,283 | $133.4 萬 | 0.12% | −5,466−46.5% | 減碼 |
| Trustmark National Bank Trust Department | 6,255 | $132.8 萬 | 0.11% | −5,551−47.0% | 減碼 |
| Blue Square Asset Management, LLC | 6,253 | $132.8 萬 | 1.11% | +108+1.8% | 加碼 |
| NVWM, LLC | 6,223 | $132.6 萬 | 0.42% | +1,352+27.8% | 加碼 |
| Clear Harbor Asset Management, LLC | 6,228 | $132.2 萬 | 0.15% | −30−0.5% | 減碼 |
| Parcion Private Wealth LLC | 6,284 | $132.0 萬 | 0.12% | −67−1.1% | 減碼 |
| YHB Investment Advisors, Inc. | 6,218 | $132.0 萬 | 0.12% | +2,581+71.0% | 加碼 |
| Paradigm Financial Partners, LLC | 6,563 | $131.8 萬 | 0.29% | +2,325+54.9% | 加碼 |
| Bluestein R H & Co | 6,163 | $130.9 萬 | 0.05% | −624−9.2% | 減碼 |
| Commons Capital, LLC | 6,161 | $130.8 萬 | 1.41% | −946−13.3% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,085 | $130.8 萬 | 0.09% | +1,634+36.7% | 加碼 |
| Optas, LLC | 6,118 | $129.9 萬 | 0.42% | +327+5.6% | 加碼 |
| TRUE Private Wealth Advisors | 6,984 | $129.5 萬 | 0.18% | −933−11.8% | 減碼 |
| Wealthspire Advisors, LLC | 6,094 | $129.4 萬 | 0.03% | −3,658−37.5% | 減碼 |
| Lloyd Park, LLC | 6,090 | $129.3 萬 | 1.43% | −1,295−17.5% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 6,075 | $129.0 萬 | 0.67% | +750+14.1% | 加碼 |
| Keeler Thomas Management LLC | 6,058 | $128.6 萬 | 0.62% | +6,058 | 新進 |
| Raab & Moskowitz Asset Management LLC | 6,043 | $128.3 萬 | 0.44% | 00.0% | 不變 |
| Orion Capital Management LLC | 6,039 | $128.2 萬 | 0.78% | −187−3.0% | 減碼 |
| Ameritas Advisory Services, LLC | 6,016 | $127.7 萬 | 0.05% | +365+6.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 5,999 | $127.4 萬 | 0.16% | +758+14.5% | 加碼 |
| Capstone Triton Financial Group, LLC | 7,240 | $126.5 萬 | 0.88% | +7,240 | 新進 |
| BOK Financial Private Wealth, Inc. | 5,933 | $126.0 萬 | 0.09% | −910−13.3% | 減碼 |
| Blodgett Wealth Advisors, LLC | 5,925 | $125.8 萬 | 1.05% | +500+9.2% | 加碼 |
| Bard Financial Services, Inc. | 5,910 | $125.5 萬 | 0.10% | +425+7.7% | 加碼 |
| Wambolt & Associates, LLC | 901,674 | $125.5 萬 | 0.46% | +1210.0% | 加碼 |
| Alta Wealth Advisors LLC | 5,897 | $125.2 萬 | 0.74% | +537+10.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 5,890 | $125.1 萬 | 0.07% | −4,755−44.7% | 減碼 |
| Davidson Capital Management Inc. | 5,890 | $125.1 萬 | 0.47% | +162+2.8% | 加碼 |
| PSI Advisors, LLC | 5,894 | $125.1 萬 | 0.51% | +1,266+27.4% | 加碼 |
| Harvest Volatility Management LLC | 5,885 | $125.0 萬 | 0.14% | +2,712+85.5% | 加碼 |
| Mainstay Capital Management LLC | 5,862 | $124.5 萬 | 0.23% | +42+0.7% | 加碼 |
| BSW Wealth Partners | 5,836 | $123.9 萬 | 0.31% | +1,102+23.3% | 加碼 |
| Dearborn Partners LLC | 5,821 | $123.6 萬 | 0.05% | −227−3.8% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 5,815 | $123.5 萬 | 0.74% | −170−2.8% | 減碼 |
| Advisor Resource Council | 5,803 | $123.2 萬 | 0.38% | −1,507−20.6% | 減碼 |
| Central Bank & Trust Co | 5,793 | $123.0 萬 | 0.20% | −160−2.7% | 減碼 |
| EPIQ Capital Group, LLC | 5,793 | $123.0 萬 | 0.34% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 5,795 | $123.0 萬 | 0.07% | +398+7.4% | 加碼 |
| GFG Capital, LLC | 5,788 | $122.9 萬 | 0.36% | −1,266−17.9% | 減碼 |
| Lindbrook Capital, LLC | 5,787 | $122.9 萬 | 0.19% | −205−3.4% | 減碼 |
| Sanders Morris Harris LLC | 5,761 | $122.3 萬 | 0.24% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 5,744 | $122.0 萬 | 0.15% | +3,259+131.1% | 加碼 |
| Meristem Family Wealth, LLC | 5,729 | $121.6 萬 | 0.13% | −3,170−35.6% | 減碼 |
| Heritage Trust Co | 5,726 | $121.6 萬 | 0.17% | −20.0% | 減碼 |
| Congress Wealth Management LLC | 5,723 | $121.5 萬 | 0.03% | +57+1.0% | 加碼 |
| Intrua Financial, LLC | 5,719 | $121.4 萬 | 0.22% | −215−3.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 5,719 | $121.4 萬 | 0.47% | +858+17.7% | 加碼 |
| Braun Stacey Associates Inc | 5,691 | $120.8 萬 | 0.05% | −53,858−90.4% | 減碼 |
| Columbia Trust Co 01012016 | 6,373 | $120.7 萬 | 0.56% | +425+7.1% | 加碼 |
| Vickerman Investment Advisors, Inc. | 7,099 | $120.5 萬 | 0.53% | +7,099 | 新進 |
| Moody Lynn & Lieberson, LLC | 5,636 | $119.7 萬 | 0.09% | −18,025−76.2% | 減碼 |
| Capital Investment Advisors, LLC | 5,616 | $119.2 萬 | 0.04% | +616+12.3% | 加碼 |
| Jacobi Capital Management LLC | 5,612 | $119.1 萬 | 0.14% | +2,048+57.5% | 加碼 |
| BigSur Wealth Management LLC | 5,600 | $118.9 萬 | 0.46% | 00.0% | 不變 |
| World Equity Group, Inc. | 5,586 | $118.6 萬 | 0.26% | +5,586 | 新進 |
| Norway Savings Bank | 5,582 | $118.5 萬 | 0.54% | −205−3.5% | 減碼 |
| Redmond Asset Management, LLC | 5,577 | $118.4 萬 | 0.35% | +192+3.6% | 加碼 |
| Financial Advocates Investment Management | 5,521 | $117.3 萬 | 0.08% | +382+7.4% | 加碼 |
| Privium Fund Management (UK) Ltd | 5,458 | $117.3 萬 | 0.78% | +5,458 | 新進 |
| Community Bank & Trust, Waco, Texas | 5,501 | $116.8 萬 | 0.33% | +79+1.5% | 加碼 |
| Delta Investment Management, LLC | 5,493 | $116.6 萬 | 0.35% | +3,099+129.4% | 加碼 |
| Rehmann Capital Advisory Group | 5,488 | $116.5 萬 | 0.11% | +1,232+28.9% | 加碼 |
| Resources Investment Advisors, LLC. | 5,471 | $116.2 萬 | 0.04% | +1,547+39.4% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 5,460 | $115.9 萬 | 0.92% | −24−0.4% | 減碼 |
| Compass Financial Advisors LLC | 5,439 | $115.5 萬 | 1.28% | +1,312+31.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 5,435 | $115.4 萬 | 0.62% | +273+5.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,430 | $115.3 萬 | 0.09% | −1,230−18.5% | 減碼 |
| Capital Management Associates | 5,424 | $115.2 萬 | 1.24% | −311−5.4% | 減碼 |
| StoneX Group Inc. | 5,405 | $114.8 萬 | 0.09% | +193+3.7% | 加碼 |
| Alpha Paradigm Partners, LLC | 5,393 | $114.5 萬 | 0.45% | +5,393 | 新進 |
| Summit Global Investments | 5,389 | $114.4 萬 | 0.08% | +6+0.1% | 加碼 |
| Moseley Investment Management Inc | 5,385 | $114.3 萬 | 0.62% | −1,517−22.0% | 減碼 |
| Barden Capital Management, Inc. | 5,378 | $114.2 萬 | 1.12% | +138+2.6% | 加碼 |
| 1st Source Bank | 5,371 | $114.0 萬 | 0.07% | −15−0.3% | 減碼 |
| KRS Capital Management, LLC | 5,373 | $114.0 萬 | 1.23% | +90+1.7% | 加碼 |
| Tiedemann Advisors, LLC | 5,355 | $113.6 萬 | 0.06% | −1,168−17.9% | 減碼 |
| SeaBridge Investment Advisors LLC | 5,338 | $113.3 萬 | 0.34% | +5,338 | 新進 |
| Element Pointe Advisors, LLC | 5,314 | $112.8 萬 | 0.38% | −1,418−21.1% | 減碼 |
| Ayrshire Capital Management LLC | 5,315 | $112.8 萬 | 0.66% | +5,315 | 新進 |
| Stokes Family Office, LLC | 5,301 | $112.6 萬 | 0.15% | +558+11.8% | 加碼 |
| Redmont Wealth Advisors LLC | 5,300 | $112.5 萬 | 1.20% | 00.0% | 不變 |
| Graypoint LLC | 5,267 | $111.8 萬 | 0.11% | −38−0.7% | 減碼 |
| Curbstone Financial Management Corp | 5,256 | $111.6 萬 | 0.21% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 5,248 | $111.4 萬 | 0.94% | +150+2.9% | 加碼 |
| New Century Advisors, LLC | 5,240 | $111.3 萬 | 0.94% | +360+7.4% | 加碼 |
| Avantax Planning Partners, Inc. | 5,235 | $111.1 萬 | 0.04% | +432+9.0% | 加碼 |
| First United Bank Trust | 5,212 | $110.7 萬 | 0.44% | −270−4.9% | 減碼 |
| Menard Financial Group LLC | 5,214 | $110.7 萬 | 1.09% | +644+14.1% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,208 | $110.5 萬 | 0.06% | −40−0.8% | 減碼 |