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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 4,291 | $91.1 萬 | 0.12% | +497+13.1% | 加碼 |
| Symmetry Partners, LLC | 4,287 | $91.0 萬 | 0.06% | 00.0% | 不變 |
| WESPAC Advisors SoCal, LLC | 4,272 | $90.7 萬 | 0.28% | −82−1.9% | 減碼 |
| Banco BTG Pactual S.A. | 4,251 | $90.3 萬 | 0.47% | +1,081+34.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,247 | $90.2 萬 | 0.11% | −61−1.4% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 4,229 | $89.8 萬 | 0.77% | −11,749−73.5% | 減碼 |
| Haverford Trust Co | 4,226 | $89.7 萬 | 0.01% | +162+4.0% | 加碼 |
| Eastern Bank | 4,212 | $89.5 萬 | 0.04% | −1,629−27.9% | 減碼 |
| CPWM, LLC | 4,210 | $89.4 萬 | 0.06% | +965+29.7% | 加碼 |
| Occidental Asset Management, LLC | 4,173 | $88.6 萬 | 0.23% | +138+3.4% | 加碼 |
| Smith, Salley & Associates | 4,168 | $88.5 萬 | 0.07% | +8+0.2% | 加碼 |
| Jmac Enterprises LLC | 4,152 | $88.2 萬 | 0.21% | +25+0.6% | 加碼 |
| Insight Advisors, LLC | 4,147 | $88.0 萬 | 0.26% | +778+23.1% | 加碼 |
| Sage Rhino Capital LLC | 4,135 | $87.8 萬 | 0.27% | −10.0% | 減碼 |
| Jupiter Wealth Management LLC | 4,125 | $87.5 萬 | 0.55% | −9,087−68.8% | 減碼 |
| Glen Eagle Advisors, LLC | 4,119 | $87.5 萬 | 0.23% | +218+5.6% | 加碼 |
| RMR Wealth Builders | 4,113 | $87.3 萬 | 0.19% | +4,113 | 新進 |
| Synergy Financial Management, LLC | 4,075 | $86.5 萬 | 0.21% | +2,688+193.8% | 加碼 |
| AMG National Trust Bank | 4,065 | $86.3 萬 | 0.03% | −106−2.5% | 減碼 |
| Valley Brook Capital Group | 4,064 | $86.2 萬 | 0.74% | +420+11.5% | 加碼 |
| Stonebridge Capital Advisors LLC | 4,062 | $86.2 萬 | 0.09% | +1,229+43.4% | 加碼 |
| 1776 Wealth LLC | 4,062 | $86.2 萬 | 0.50% | +2,099+106.9% | 加碼 |
| Buckingham Strategic Partners | 4,053 | $86.0 萬 | 0.09% | +604+17.5% | 加碼 |
| Bordeaux Wealth Advisors LLC | 4,017 | $85.3 萬 | 0.46% | +285+7.6% | 加碼 |
| MUFG Americas Holdings Corp | 4,013 | $85.2 萬 | 0.02% | +7+0.2% | 加碼 |
| Stamos Capital Partners, L.P. | 4,010 | $85.1 萬 | 0.28% | +4,010 | 新進 |
| Western Pacific Wealth Management, LP | 3,991 | $84.7 萬 | 0.62% | +10.0% | 加碼 |
| Ascent Group, LLC | 3,988 | $84.7 萬 | 0.10% | +478+13.6% | 加碼 |
| Great Diamond Partners, LLC | 3,984 | $84.5 萬 | 0.24% | −391−8.9% | 減碼 |
| Claro Advisors LLC | 3,327 | $84.5 萬 | 0.30% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 3,979 | $84.4 萬 | 0.07% | +202+5.3% | 加碼 |
| Wealth Management Associates, Inc. | 3,945 | $83.8 萬 | 0.48% | 00.0% | 不變 |
| Credit Capital Investments LLC | 3,942 | $83.7 萬 | 0.78% | +723+22.5% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,927 | $83.4 萬 | 0.66% | +3,927 | 新進 |
| Taylor Wealth Management Partners | 3,908 | $83.0 萬 | 0.34% | −155−3.8% | 減碼 |
| Covenant Partners, LLC | 3,907 | $83.0 萬 | 0.33% | −21−0.5% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,881 | $82.8 萬 | 0.58% | +752+18.2% | 加碼 |
| Tectonic Advisors LLC | 3,893 | $82.6 萬 | 0.14% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,870 | $82.2 萬 | 0.07% | −16−0.4% | 減碼 |
| Adams Chetwood Wealth Management LLC | 3,868 | $82.1 萬 | 0.47% | 00.0% | 不變 |
| Founders Financial Securities LLC | 3,869 | $82.1 萬 | 0.15% | +58+1.5% | 加碼 |
| Waycross Partners, LLC | 3,846 | $81.7 萬 | 0.48% | +900+30.5% | 加碼 |
| Koss-Olinger Consulting, LLC | 3,834 | $81.4 萬 | 0.13% | −902−19.0% | 減碼 |
| Amica Retiree Medical Trust | 3,834 | $81.4 萬 | 0.76% | +3,834 | 新進 |
| Lumature Wealth Partners, LLC | 3,816 | $81.0 萬 | 0.33% | +191+5.3% | 加碼 |
| Privium Fund Management B.V. | 3,809 | $80.9 萬 | 0.18% | +3,809 | 新進 |
| Kraematon Investment Advisors, Inc | 3,801 | $80.7 萬 | 0.77% | 00.0% | 不變 |
| Cyrus J. Lawrence, LLC | 3,800 | $80.7 萬 | 0.18% | +3,800 | 新進 |
| Focus Financial Network, Inc. | 3,783 | $80.3 萬 | 0.06% | +1,653+77.6% | 加碼 |
| Whitener Capital Management, Inc. | 3,786 | $80.3 萬 | 0.30% | −170−4.3% | 減碼 |
| Capitolis Advisors LLC | 3,763 | $79.9 萬 | 0.04% | −228,529−98.4% | 減碼 |
| Kempen Capital Management N.V. | 3,754 | $79.7 萬 | 0.02% | −7,864−67.7% | 減碼 |
| Tolleson Wealth Management, Inc. | 3,730 | $79.2 萬 | 0.23% | −1,000−21.1% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,720 | $79.0 萬 | 0.57% | −775−17.2% | 減碼 |
| Stock Yards Bank & Trust Co | 3,719 | $79.0 萬 | 0.04% | −701−15.9% | 減碼 |
| Mission Creek Capital Partners, Inc. | 3,707 | $78.7 萬 | 0.21% | +86+2.4% | 加碼 |
| Diligent Investors, LLC | 3,686 | $78.3 萬 | 0.23% | +142+4.0% | 加碼 |
| Trust Investment Advisors | 3,681 | $78.2 萬 | 0.64% | +83+2.3% | 加碼 |
| Chemung Canal Trust Co | 3,678 | $78.1 萬 | 0.15% | −131−3.4% | 減碼 |
| Bremer Bank National Association | 3,668 | $77.8 萬 | 0.13% | −8,756−70.5% | 減碼 |
| Ellevest, Inc. | 3,629 | $77.1 萬 | 0.07% | +229+6.7% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 3,625 | $77.0 萬 | 0.21% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 3,624 | $76.9 萬 | 0.10% | −5,367−59.7% | 減碼 |
| Stiles Financial Services Inc | 3,616 | $76.8 萬 | 0.38% | −5−0.1% | 減碼 |
| Highview Capital Management LLC | 3,617 | $76.8 萬 | 0.49% | +631+21.1% | 加碼 |
| Lake Street Financial LLC | 3,612 | $76.7 萬 | 0.14% | −12,146−77.1% | 減碼 |
| IMS Capital Management | 3,601 | $76.5 萬 | 0.40% | +352+10.8% | 加碼 |
| Mizuho Securities USA LLC | 3,584 | $76.1 萬 | 0.11% | −8,778−71.0% | 減碼 |
| TSFG, LLC | 3,574 | $75.9 萬 | 0.27% | +271+8.2% | 加碼 |
| Boenning & Scattergood, Inc. | 3,567 | $75.7 萬 | 0.12% | +375+11.7% | 加碼 |
| Stevens Capital Management LP | 3,521 | $74.8 萬 | 0.16% | −8,292−70.2% | 減碼 |
| Creative Financial Designs Inc | 3,518 | $74.7 萬 | 0.11% | +713+25.4% | 加碼 |
| BerganKDV Wealth Management, LLC | 3,516 | $74.7 萬 | 0.08% | +2,991+569.7% | 加碼 |
| Bristlecone Advisors, LLC | 3,504 | $74.4 萬 | 0.09% | +549+18.6% | 加碼 |
| Boulder Hill Capital Management LP | 3,500 | $74.3 萬 | 0.40% | +3,500 | 新進 |
| Roberts Capital Advisors, LLC | 3,497 | $74.2 萬 | 0.77% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 3,495 | $74.2 萬 | 0.07% | +1,500+75.2% | 加碼 |
| Masso Torrence Wealth Management Inc. | 3,491 | $74.1 萬 | 0.59% | +141+4.2% | 加碼 |
| Washington Trust Advisors, Inc. | 3,486 | $74.1 萬 | 0.05% | +570+19.5% | 加碼 |
| WP Advisors, LLC | 3,483 | $74.0 萬 | 0.30% | +426+13.9% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,481 | $73.9 萬 | 0.03% | +49+1.4% | 加碼 |
| Smithfield Trust Co | 3,486 | $73.8 萬 | 0.05% | +469+15.5% | 加碼 |
| Claraphi Advisory Network, LLC | 3,469 | $73.7 萬 | 0.21% | +14+0.4% | 加碼 |
| Castleview Partners, LLC | 3,452 | $73.2 萬 | 0.46% | −2,162,752−99.8% | 減碼 |
| Octavia Wealth Advisors, LLC | 3,446 | $73.2 萬 | 0.16% | −223−6.1% | 減碼 |
| LWM Advisory Services, LLC | 3,432 | $72.9 萬 | 0.91% | +363+11.8% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,410 | $72.4 萬 | 0.18% | −3,428−50.1% | 減碼 |
| First Pacific Financial | 3,399 | $72.2 萬 | 0.37% | +192+6.0% | 加碼 |
| L & S Advisors Inc | 3,366 | $71.5 萬 | 0.08% | −5,728−63.0% | 減碼 |
| Camelot Portfolios, LLC | 3,354 | $71.2 萬 | 0.35% | +573+20.6% | 加碼 |
| Ropes Wealth Advisors LLC | 3,344 | $71.0 萬 | 0.12% | −21−0.6% | 減碼 |
| BFT Financial Group, LLC | 3,341 | $71.0 萬 | 0.11% | +3,341 | 新進 |
| 17 Capital Partners, LLC | 3,340 | $70.9 萬 | 0.74% | +5+0.1% | 加碼 |
| Global Trust Asset Management, LLC | 3,335 | $70.8 萬 | 0.29% | −131−3.8% | 減碼 |
| Citizens Financial Group Inc | 3,329 | $70.7 萬 | 0.02% | +662+24.8% | 加碼 |
| Montag A & Associates Inc | 3,324 | $70.6 萬 | 0.04% | −969−22.6% | 減碼 |
| Rathbone Brothers plc | 3,318 | $70.4 萬 | 0.01% | −1,012−23.4% | 減碼 |
| Hilltop Holdings Inc. | 3,301 | $70.1 萬 | 0.08% | −706−17.6% | 減碼 |
| One Capital Management, LLC | 3,305 | $70.1 萬 | 0.04% | −610−15.6% | 減碼 |
| Baker Avenue Asset Management, LP | 3,301 | $70.1 萬 | 0.04% | −31−0.9% | 減碼 |