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 2 季 13F 持有人
Salesforce, Inc. 在 2022/6/30 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
- 2,140
- 較 2022 年第 1 季 −105 家
- 持有股數
- 7.77 億
- 較 2022 年第 1 季 +986.7 萬 (+1.3%)
- 總市值
- $1,282 億
- 較 2022 年第 1 季 −$338.7 億 (−20.9%)
- 新進機構
- 137
- 另有 947 家加碼
- 清倉機構
- 242
- 另有 839 家減碼
另有 37 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 3,039 | $50.2 萬 | 0.05% | −590−16.3% | 減碼 |
| Morse Asset Management, Inc | 3,025 | $49.9 萬 | 0.16% | +1,320+77.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 3,017 | $49.8 萬 | 0.18% | 00.0% | 不變 |
| Probity Advisors, Inc. | 3,016 | $49.8 萬 | 0.12% | +140+4.9% | 加碼 |
| HighTower Trust Services, LTA | 2,969 | $49.8 萬 | 0.08% | +751+33.9% | 加碼 |
| Sax Wealth Advisors, LLC | 3,010 | $49.7 萬 | 0.13% | +3+0.1% | 加碼 |
| Cooper Financial Group | 3,014 | $49.7 萬 | 0.18% | +809+36.7% | 加碼 |
| Summit Global Investments | 3,002 | $49.5 萬 | 0.04% | −2,387−44.3% | 減碼 |
| Rathbone Brothers plc | 3,000 | $49.5 萬 | 0.01% | −318−9.6% | 減碼 |
| Allred Capital Management, LLC | 3,003 | $49.5 萬 | 0.31% | −184−5.8% | 減碼 |
| Sterling Investment Counsel, LLC | 2,994 | $49.4 萬 | 0.38% | +657+28.1% | 加碼 |
| Claraphi Advisory Network, LLC | 2,989 | $49.3 萬 | 0.17% | −480−13.8% | 減碼 |
| FineMark National Bank & Trust | 2,980 | $49.2 萬 | 0.02% | −279−8.6% | 減碼 |
| Inscription Capital, LLC | 2,977 | $49.1 萬 | 0.09% | −1,442−32.6% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 2,963 | $48.9 萬 | 0.33% | −14−0.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 2,961 | $48.9 萬 | 0.06% | +42+1.4% | 加碼 |
| Synergy Financial Group, LTD | 2,954 | $48.8 萬 | 0.76% | 00.0% | 不變 |
| TFG Advisers LLC | 2,958 | $48.8 萬 | 0.26% | +31+1.1% | 加碼 |
| V2 Financial group LLC | 2,946 | $48.6 萬 | 0.39% | −100−3.3% | 減碼 |
| Visionary Wealth Advisors | 2,945 | $48.6 萬 | 0.04% | −237−7.4% | 減碼 |
| Solstein Capital, LLC | 2,921 | $48.2 萬 | 0.37% | −7−0.2% | 減碼 |
| Gradient Investments LLC | 2,912 | $48.1 萬 | 0.01% | +91+3.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 2,900 | $47.9 萬 | 0.07% | −724−20.0% | 減碼 |
| Addison Capital Co | 2,905 | $47.9 萬 | 0.28% | 00.0% | 不變 |
| Andesa Financial Management Inc. | 2,905 | $47.9 萬 | 0.30% | +698+31.6% | 加碼 |
| PDS Planning, Inc | 2,891 | $47.7 萬 | 0.09% | +967+50.3% | 加碼 |
| Washington Trust Advisors, Inc. | 2,886 | $47.6 萬 | 0.04% | −600−17.2% | 減碼 |
| DRW Securities, LLC | 2,885 | $47.6 萬 | 0.12% | +2,885 | 新進 |
| Banco BTG Pactual S.A. | 2,870 | $47.4 萬 | 0.31% | −1,381−32.5% | 減碼 |
| Pitti Group Wealth Management, LLC | 2,871 | $47.4 萬 | 0.65% | +11+0.4% | 加碼 |
| Vista Wealth Management Group, LLC | 2,885 | $47.2 萬 | 0.07% | +379+15.1% | 加碼 |
| Fieldpoint Private Securities, LLC | 2,831 | $46.7 萬 | 0.14% | +717+33.9% | 加碼 |
| Advisor Resource Council | 2,823 | $46.6 萬 | 0.04% | −2,980−51.4% | 減碼 |
| DSC Advisors, L.P. | 2,823 | $46.6 萬 | 0.47% | −463−14.1% | 減碼 |
| S&CO Inc | 2,829 | $46.6 萬 | 0.04% | +8+0.3% | 加碼 |
| Roberts Glore & Co Inc | 2,825 | $46.6 萬 | 0.16% | +268+10.5% | 加碼 |
| Carret Asset Management, LLC | 2,824 | $46.6 萬 | 0.06% | +529+23.1% | 加碼 |
| BFT Financial Group, LLC | 2,813 | $46.4 萬 | 0.12% | −528−15.8% | 減碼 |
| Davis R M Inc | 2,811 | $46.4 萬 | 0.01% | −2−0.1% | 減碼 |
| Capricorn Fund Managers Ltd | 2,800 | $46.2 萬 | 0.08% | +2,800 | 新進 |
| Vienna Asset Management LLC | 2,794 | $46.1 萬 | 1.70% | −16,188−85.3% | 減碼 |
| Lumature Wealth Partners, LLC | 2,794 | $46.1 萬 | 0.21% | −1,022−26.8% | 減碼 |
| Bowman & Co S.C. | 2,796 | $46.1 萬 | 0.40% | +130+4.9% | 加碼 |
| Boston Financial Mangement LLC | 2,788 | $46.0 萬 | 0.02% | +843+43.3% | 加碼 |
| Empowered Funds, LLC | 2,786 | $46.0 萬 | 0.06% | +2,786 | 新進 |
| Adviser Investments LLC | 2,779 | $45.9 萬 | 0.03% | +550+24.7% | 加碼 |
| Delta Financial Advisors LLC | 2,775 | $45.8 萬 | 0.23% | +455+19.6% | 加碼 |
| Geller Advisors LLC | 2,752 | $45.4 萬 | 0.09% | +54+2.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 2,744 | $45.3 萬 | 0.04% | +211+8.3% | 加碼 |
| FirstPurpose Wealth LLC | 2,744 | $45.3 萬 | 0.30% | +226+9.0% | 加碼 |
| Copperwynd Financial, LLC | 2,728 | $45.0 萬 | 0.26% | −321−10.5% | 減碼 |
| Beaumont Financial Partners, LLC | 2,725 | $45.0 萬 | 0.04% | +138+5.3% | 加碼 |
| Financial Advisory Corp | 2,722 | $44.9 萬 | 0.30% | +363+15.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,721 | $44.9 萬 | 0.11% | +907+50.0% | 加碼 |
| Fairfield, Bush & Co. | 2,715 | $44.8 萬 | 0.26% | −1,753−39.2% | 減碼 |
| Sonata Capital Group Inc | 2,707 | $44.7 萬 | 0.23% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 2,692 | $44.4 萬 | 0.40% | −1,605−37.4% | 減碼 |
| Capitolis Advisors LLC | 2,683 | $44.3 萬 | 0.02% | −1,080−28.7% | 減碼 |
| Quantitative Investment Management, LLC | 2,688 | $44.3 萬 | 0.07% | +2,688 | 新進 |
| Benchmark Investment Advisors LLC | 2,680 | $44.2 萬 | 0.46% | −514−16.1% | 減碼 |
| Ascension Asset Management LLC | 2,670 | $44.1 萬 | 0.33% | +2,670 | 新進 |
| Advisors Capital Management, LLC | 2,663 | $44.0 萬 | 0.01% | −606−18.5% | 減碼 |
| Prudent Man Advisors, LLC | 2,658 | $43.9 萬 | 0.20% | −35−1.3% | 減碼 |
| Sunflower Bank, N.A. | 2,657 | $43.8 萬 | 0.09% | −144−5.1% | 減碼 |
| Redwood Investments, LLC | 2,643 | $43.6 萬 | 0.05% | −115−4.2% | 減碼 |
| Harfst & Associates, Inc. | 2,639 | $43.5 萬 | 0.12% | −1,834−41.0% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,629 | $43.4 萬 | 0.12% | −1,101−29.5% | 減碼 |
| Park National Corp | 2,628 | $43.4 萬 | 0.02% | −35−1.3% | 減碼 |
| Sonora Investment Management Group, LLC | 2,626 | $43.3 萬 | 0.04% | −89−3.3% | 減碼 |
| Resurgent Financial Advisors LLC | 2,623 | $43.3 萬 | 0.29% | −16−0.6% | 減碼 |
| Bellecapital International Ltd. | 2,621 | $43.3 萬 | 0.12% | +272+11.6% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 2,609 | $43.1 萬 | 0.29% | −383−12.8% | 減碼 |
| Hodges Capital Management Inc. | 2,600 | $42.9 萬 | 0.04% | +200+8.3% | 加碼 |
| Brown Advisory Securities, LLC | 2,582 | $42.7 萬 | 0.40% | 00.0% | 不變 |
| Riverstone Advisors, LLC | 2,590 | $42.7 萬 | 0.27% | +22+0.9% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 2,588 | $42.7 萬 | 0.55% | +141+5.8% | 加碼 |
| Citizens National Bank Trust Department | 2,590 | $42.7 萬 | 0.12% | +310+13.6% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 2,495 | $42.6 萬 | 0.01% | +2,495 | 新進 |
| Fulcrum Capital LLC | 2,573 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| M&G Investment Management Ltd | 2,562 | $42.3 萬 | 0.00% | +164+6.8% | 加碼 |
| Saiph Capital, LLC | 2,557 | $42.2 萬 | 0.33% | −249−8.9% | 減碼 |
| Hill Island Financial LLC | 2,558 | $42.2 萬 | 0.19% | +953+59.4% | 加碼 |
| CSS LLC | 2,554 | $42.2 萬 | 0.02% | +2,554 | 新進 |
| IVC Wealth Advisors LLC | 2,553 | $42.1 萬 | 0.33% | +315+14.1% | 加碼 |
| Valmark Advisers, Inc. | 2,542 | $42.0 萬 | 0.01% | +15+0.6% | 加碼 |
| Walkner Condon Financial Advisors LLC | 2,534 | $41.8 萬 | 0.13% | +282+12.5% | 加碼 |
| Key Financial Inc | 2,481 | $41.7 萬 | 0.23% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 2,525 | $41.7 萬 | 0.08% | +498+24.6% | 加碼 |
| Lake Street Financial LLC | 2,512 | $41.5 萬 | 0.09% | −1,100−30.5% | 減碼 |
| David J Yvars Group | 2,465 | $41.5 萬 | 0.56% | +65+2.7% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 2,500 | $41.3 萬 | 0.26% | 00.0% | 不變 |
| Crumly & Associates Inc. | 2,502 | $41.3 萬 | 0.17% | +305+13.9% | 加碼 |
| Strategic Wealth Partners, Ltd. | 2,496 | $41.2 萬 | 0.09% | −272−9.8% | 減碼 |
| Parkside Financial Bank & Trust | 2,477 | $40.8 萬 | 0.12% | +196+8.6% | 加碼 |
| Stonnington Group, LLC | 2,303 | $40.7 萬 | 0.11% | −4,978−68.4% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,458 | $40.6 萬 | 0.04% | −3,475−58.6% | 減碼 |
| Revolve Wealth Partners, LLC | 2,441 | $40.3 萬 | 0.13% | +142+6.2% | 加碼 |
| Secure Asset Management, LLC | 2,436 | $40.2 萬 | 0.22% | +405+19.9% | 加碼 |
| Sutton Wealth Advisors Inc. | 2,425 | $40.0 萬 | 0.16% | +68+2.9% | 加碼 |
| Garner Asset Management Corp | 2,404 | $39.7 萬 | 0.17% | +365+17.9% | 加碼 |