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 |
|---|---|---|---|---|---|
| Harvey Capital Management Inc | 2,400 | $39.6 萬 | 0.15% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,401 | $39.6 萬 | 0.10% | +117+5.1% | 加碼 |
| Jeppson Wealth Management, LLC | 2,397 | $39.6 萬 | 0.17% | +279+13.2% | 加碼 |
| TCWP LLC | 2,384 | $39.3 萬 | 0.08% | −626−20.8% | 減碼 |
| Marcum Wealth, LLC | 2,384 | $39.3 萬 | 0.06% | +162+7.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 2,383 | $39.3 萬 | 0.16% | +685+40.3% | 加碼 |
| Anchor Investment Management, LLC | 2,370 | $39.1 萬 | 0.06% | +192+8.8% | 加碼 |
| Concord Wealth Partners | 2,368 | $39.1 萬 | 0.11% | +484+25.7% | 加碼 |
| Atticus Wealth Management, LLC | 2,354 | $38.9 萬 | 0.16% | −164−6.5% | 減碼 |
| Blue Fin Capital, Inc. | 2,362 | $38.9 萬 | 0.14% | +205+9.5% | 加碼 |
| Ssi Investment Management LLC | 2,345 | $38.8 萬 | 0.02% | 00.0% | 不變 |
| Winthrop Advisory Group LLC | 2,346 | $38.7 萬 | 0.09% | +540+29.9% | 加碼 |
| HBK Sorce Advisory LLC | 2,331 | $38.5 萬 | 0.03% | −2,163−48.1% | 減碼 |
| Kingsbury Capital Investment Advisors LLC | 2,334 | $38.5 萬 | 0.53% | +15+0.6% | 加碼 |
| First Financial Corp | 2,305 | $38.0 萬 | 0.25% | 00.0% | 不變 |
| Parkside Advisors LLC | 2,304 | $38.0 萬 | 0.14% | +5+0.2% | 加碼 |
| Cross Staff Investments Inc | 2,300 | $38.0 萬 | 0.42% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 2,304 | $38.0 萬 | 0.12% | +200+9.5% | 加碼 |
| Seaport Global Advisors, LLC | 2,293 | $37.8 萬 | 1.41% | +1,450+172.0% | 加碼 |
| Capital Asset Advisory Services LLC | 2,274 | $37.5 萬 | 0.04% | −503−18.1% | 減碼 |
| Keystone Financial Group | 2,273 | $37.5 萬 | 0.07% | −295−11.5% | 減碼 |
| Cim Investment Mangement Inc | 2,272 | $37.5 萬 | 0.16% | −14−0.6% | 減碼 |
| Hengehold Capital Management LLC | 2,273 | $37.5 萬 | 0.05% | +50+2.2% | 加碼 |
| Valley National Advisers Inc | 2,111 | $37.3 萬 | 0.08% | +494+30.6% | 加碼 |
| Boston Trust Walden Corp | 2,251 | $37.2 萬 | 0.00% | +534+31.1% | 加碼 |
| Accel Wealth Management | 2,215 | $37.1 萬 | 0.21% | −71−3.1% | 減碼 |
| Delta Investment Management, LLC | 2,240 | $37.0 萬 | 0.17% | −3,253−59.2% | 減碼 |
| Delphia (USA) Inc. | 2,233 | $36.9 萬 | 0.25% | −31−1.4% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,231 | $36.8 萬 | 0.11% | −164−6.8% | 減碼 |
| Greenwich Wealth Management LLC | 2,230 | $36.8 萬 | 0.05% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 2,223 | $36.7 萬 | 0.15% | −150−6.3% | 減碼 |
| Baldwin Brothers Inc | 2,222 | $36.7 萬 | 0.05% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 2,224 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Montag A & Associates Inc | 2,204 | $36.4 萬 | 0.02% | −1,120−33.7% | 減碼 |
| Colonial River Wealth Management, LLC | 2,202 | $36.3 萬 | 0.24% | −937−29.9% | 減碼 |
| Eudaimonia Partners, LLC | 2,201 | $36.3 萬 | 0.07% | −167−7.1% | 減碼 |
| Essex LLC | 2,190 | $36.1 萬 | 0.11% | −151−6.5% | 減碼 |
| Global Retirement Partners, LLC | 2,185 | $36.1 萬 | 0.03% | +104+5.0% | 加碼 |
| Blueshift Asset Management, LLC | 2,183 | $36.0 萬 | 0.06% | −5,927−73.1% | 減碼 |
| Appleton Partners Inc | 2,171 | $35.8 萬 | 0.03% | −86−3.8% | 減碼 |
| Truvestments Capital LLC | 2,163 | $35.7 萬 | 0.21% | −55−2.5% | 減碼 |
| David Loasby | 2,020 | $35.7 萬 | 0.05% | +479+31.1% | 加碼 |
| Redwood Financial Network Corp | 2,150 | $35.5 萬 | 0.39% | −30−1.4% | 減碼 |
| Lion Street Advisors, LLC | 1,193 | $35.5 萬 | 0.19% | −46−3.7% | 減碼 |
| SkyView Investment Advisors, LLC | 2,139 | $35.3 萬 | 0.09% | −39−1.8% | 減碼 |
| McDonald Partners LLC | 2,119 | $35.0 萬 | 0.09% | −4−0.2% | 減碼 |
| Minot Wealth Management LLC | 2,117 | $34.9 萬 | 0.09% | −862−28.9% | 減碼 |
| Juncture Wealth Strategies, LLC | 2,115 | $34.9 萬 | 0.17% | −682−24.4% | 減碼 |
| Tradition Wealth Management, LLC | 2,113 | $34.9 萬 | 0.05% | −206−8.9% | 減碼 |
| Keel Point, LLC | 1,848 | $34.9 萬 | 0.05% | −31−1.6% | 減碼 |
| Crewe Advisors LLC | 2,109 | $34.8 萬 | 0.08% | +508+31.7% | 加碼 |
| 17 Capital Partners, LLC | 2,100 | $34.7 萬 | 0.44% | −1,240−37.1% | 減碼 |
| Associated Banc-Corp | 2,091 | $34.5 萬 | 0.02% | −310−12.9% | 減碼 |
| Confluence Wealth Services, Inc. | 1,848 | $34.5 萬 | 0.15% | +368+24.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,074 | $34.2 萬 | 0.03% | −179−7.9% | 減碼 |
| Peregrine Asset Advisers, Inc. | 2,064 | $34.1 萬 | 0.25% | +2,064 | 新進 |
| Kavar Capital Partners Group, LLC | 2,063 | $34.0 萬 | 0.08% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 1,954 | $34.0 萬 | 0.06% | −182−8.5% | 減碼 |
| Studio Investment Management LLC | 2,059 | $34.0 萬 | 0.12% | +2,059 | 新進 |
| WBH Advisory Inc | 1,945 | $33.9 萬 | 0.05% | +583+42.8% | 加碼 |
| Eads & Heald Wealth Management | 2,046 | $33.8 萬 | 0.18% | −825−28.7% | 減碼 |
| James Hambro & Partners | 2,050 | $33.8 萬 | 0.03% | 00.0% | 不變 |
| Catalyst Private Wealth, LLC | 2,050 | $33.8 萬 | 0.24% | +124+6.4% | 加碼 |
| Parsec Financial Management, Inc. | 2,041 | $33.7 萬 | 0.02% | −110−5.1% | 減碼 |
| Global Trust Asset Management, LLC | 2,034 | $33.6 萬 | 0.17% | −1,301−39.0% | 減碼 |
| First Manhattan Co | 2,040 | $33.6 萬 | 0.00% | −20−1.0% | 減碼 |
| Evolution Wealth Advisors, LLC | 1,968 | $33.4 萬 | 0.08% | −98−4.7% | 減碼 |
| WealthBridge Capital Management, LLC | 2,022 | $33.4 萬 | 0.14% | −3−0.1% | 減碼 |
| Janney Capital Management LLC | 2,024 | $33.4 萬 | 0.03% | +542+36.6% | 加碼 |
| Highview Capital Management LLC | 2,006 | $33.1 萬 | 0.25% | −1,611−44.5% | 減碼 |
| Interchange Capital Partners, LLC | 2,009 | $33.1 萬 | 0.37% | +286+16.6% | 加碼 |
| Legal Advantage Investments, Inc. | 2,000 | $33.0 萬 | 0.32% | −2,330−53.8% | 減碼 |
| Parthenon LLC | 2,000 | $33.0 萬 | 0.06% | 00.0% | 不變 |
| Alley Investment Management Company, LLC | 2,000 | $33.0 萬 | 0.06% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 1,997 | $33.0 萬 | 0.30% | +65+3.4% | 加碼 |
| Wealth Management Associates, Inc. | 1,994 | $32.9 萬 | 0.22% | −1,951−49.5% | 減碼 |
| Peterson Wealth Services | 1,993 | $32.9 萬 | 0.24% | −6,853−77.5% | 減碼 |
| Childress Capital Advisors, LLC | 1,986 | $32.8 萬 | 0.13% | −354−15.1% | 減碼 |
| Csenge Advisory Group | 1,982 | $32.7 萬 | 0.03% | −1,292−39.5% | 減碼 |
| WNY Asset Management, LLC | 1,984 | $32.7 萬 | 0.11% | −94−4.5% | 減碼 |
| Old Mission Capital LLC | 1,981 | $32.7 萬 | 0.01% | +1,981 | 新進 |
| Twin Focus Capital Partners, LLC | 1,964 | $32.4 萬 | 0.07% | +296+17.7% | 加碼 |
| Hemenway Trust Co LLC | 1,960 | $32.3 萬 | 0.04% | −71−3.5% | 減碼 |
| Chiron Capital Management, LLC | 1,957 | $32.3 萬 | 0.20% | +400+25.7% | 加碼 |
| Capital Planning Advisors, LLC | 1,950 | $32.2 萬 | 0.09% | −2,649−57.6% | 減碼 |
| Aire Advisors, LLC | 1,952 | $32.2 萬 | 0.11% | −229−10.5% | 減碼 |
| Staley Capital Advisers Inc | 1,950 | $32.2 萬 | 0.02% | +1,950 | 新進 |
| Hyperion Capital Advisors LP | 1,934 | $31.9 萬 | 0.15% | 00.0% | 不變 |
| Sustainable Insight Capital Management, LLC | 1,808 | $31.9 萬 | 0.32% | 00.0% | 不變 |
| Future Fund LLC | 1,914 | $31.6 萬 | 0.72% | +78+4.2% | 加碼 |
| Ategra Capital Management, LLC | 1,914 | $31.6 萬 | 0.17% | +808+73.1% | 加碼 |
| Am Investment Strategies LLC | 1,909 | $31.5 萬 | 0.11% | −360−15.9% | 減碼 |
| Proficio Capital Partners LLC | 1,911 | $31.5 萬 | 0.06% | −18−0.9% | 減碼 |
| Vantage Consulting Group Inc | 1,911 | $31.5 萬 | 0.18% | +267+16.2% | 加碼 |
| Syntax Advisors, LLC | 1,911 | $31.5 萬 | 0.26% | +267+16.2% | 加碼 |
| Evermay Wealth Management LLC | 1,904 | $31.4 萬 | 0.06% | +154+8.8% | 加碼 |
| Machina Capital S.A.S. | 1,900 | $31.4 萬 | 0.71% | +1,900 | 新進 |
| New World Advisors LLC | 1,910 | $31.3 萬 | 0.17% | +130+7.3% | 加碼 |
| Silverlake Wealth Management LLC | 1,886 | $31.1 萬 | 0.20% | +18+1.0% | 加碼 |
| Doliver Advisors, LP | 1,885 | $31.1 萬 | 0.11% | −334−15.1% | 減碼 |