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 3 季 13F 持有人
Salesforce, Inc. 在 2022/9/30 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
- 2,060
- 較 2022 年第 2 季 −46 家
- 持有股數
- 7.74 億
- 較 2022 年第 2 季 −245.8 萬 (−0.3%)
- 總市值
- $1,114 億
- 較 2022 年第 2 季 −$167.4 億 (−13.1%)
- 新進機構
- 116
- 另有 895 家加碼
- 清倉機構
- 162
- 另有 838 家減碼
另有 34 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roberts Wealth Advisors, LLC | 17,041 | $264.9 萬 | 1.30% | +755+4.6% | 加碼 |
| Park Avenue Securities LLC | 18,258 | $262.6 萬 | 0.05% | +1,908+11.7% | 加碼 |
| Venture Visionary Partners LLC | 18,251 | $262.5 萬 | 0.21% | −4,571−20.0% | 減碼 |
| Cohen Lawrence B | 18,170 | $261.4 萬 | 2.01% | −600−3.2% | 減碼 |
| Moody National Bank Trust Division | 18,173 | $261.4 萬 | 0.27% | −71−0.4% | 減碼 |
| Wealth Advisors of Tampa Bay, LLC | 18,113 | $260.5 萬 | 1.79% | −17,523−49.2% | 減碼 |
| Surevest, LLC | 18,098 | $260.3 萬 | 0.71% | +1,404+8.4% | 加碼 |
| Whalerock Point Partners, LLC | 18,013 | $259.1 萬 | 1.14% | +785+4.6% | 加碼 |
| Integrated Wealth Concepts LLC | 17,985 | $258.7 萬 | 0.08% | −2,231−11.0% | 減碼 |
| Fundamentun, LLC | 17,988 | $258.7 萬 | 0.52% | −1,227−6.4% | 減碼 |
| Metis Global Partners, LLC | 17,940 | $258.1 萬 | 0.42% | +1,372+8.3% | 加碼 |
| Bank of Nova Scotia Trust Co | 17,639 | $253.7 萬 | 0.29% | +1,604+10.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 17,589 | $253.0 萬 | 0.48% | −2,945−14.3% | 減碼 |
| Lincoln National Corp | 17,557 | $252.5 萬 | 0.06% | +194+1.1% | 加碼 |
| Pendal Group Limited | 17,542 | $252.3 萬 | 0.02% | +460+2.7% | 加碼 |
| Proem Advisors LLC | 17,500 | $251.7 萬 | 4.17% | +17,500 | 新進 |
| Massmutual Trust Co FSB | 17,465 | $251.2 萬 | 0.11% | +1,330+8.2% | 加碼 |
| Cipher Capital LP | 17,417 | $250.5 萬 | 0.41% | +12,910+286.4% | 加碼 |
| Chapman Investment Management, LLC | 17,303 | $248.9 萬 | 1.82% | +169+1.0% | 加碼 |
| Elk River Wealth Management, LLC | 17,302 | $248.9 萬 | 0.66% | +566+3.4% | 加碼 |
| Symphony Financial, Ltd. Co. | 16,950 | $248.8 萬 | 0.81% | +19+0.1% | 加碼 |
| LGT Group Foundation | 17,286 | $248.5 萬 | 0.10% | −10,468−37.7% | 減碼 |
| Veritable, L.P. | 17,243 | $248.0 萬 | 0.05% | −1,855−9.7% | 減碼 |
| Hohimer Wealth Management, LLC | 17,131 | $246.4 萬 | 0.79% | +223+1.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 17,086 | $245.8 萬 | 0.25% | +10,547+161.3% | 加碼 |
| Capstone Investment Advisors, LLC | 17,050 | $245.2 萬 | 0.05% | −42,234−71.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 17,021 | $244.8 萬 | 0.47% | −264−1.5% | 減碼 |
| Dana Investment Advisors, Inc. | 16,997 | $244.5 萬 | 0.14% | −134−0.8% | 減碼 |
| TD Private Client Wealth LLC | 16,993 | $244.4 萬 | 0.12% | +447+2.7% | 加碼 |
| DuPont Capital Management Corp | 16,991 | $244.4 萬 | 0.15% | −9,764−36.5% | 減碼 |
| Blueshift Asset Management, LLC | 16,986 | $244.3 萬 | 0.52% | +14,803+678.1% | 加碼 |
| Transcend Wealth Collective, LLC | 16,919 | $243.4 萬 | 0.27% | +244+1.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 16,912 | $243.3 萬 | 0.20% | +662+4.1% | 加碼 |
| Centaurus Financial, Inc. | 16,897 | $243.0 萬 | 0.24% | +712+4.4% | 加碼 |
| High Note Wealth, LLC | 15,180 | $242.5 萬 | 0.97% | −480−3.1% | 減碼 |
| Belpointe Asset Management LLC | 16,779 | $241.3 萬 | 0.16% | −768−4.4% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 16,758 | $241.0 萬 | 0.04% | −19,063−53.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 16,698 | $240.2 萬 | 0.01% | +1,132+7.3% | 加碼 |
| Capital Wealth Planning, LLC | 16,692 | $240.1 萬 | 0.04% | +16,692 | 新進 |
| Kemnay Advisory Services Inc. | 16,619 | $239.0 萬 | 0.77% | −11,160−40.2% | 減碼 |
| Linscomb & Williams, Inc. | 16,615 | $239.0 萬 | 0.15% | +446+2.8% | 加碼 |
| Hills Bank & Trust Co | 16,609 | $238.9 萬 | 0.35% | +706+4.4% | 加碼 |
| Deltec Asset Management LLC | 16,600 | $238.8 萬 | 0.59% | +300+1.8% | 加碼 |
| Pegasus Asset Management, Inc. | 16,439 | $236.5 萬 | 1.34% | −37−0.2% | 減碼 |
| Argent Trust Co | 16,393 | $235.7 萬 | 0.17% | +265+1.6% | 加碼 |
| Telemus Capital, LLC | 16,198 | $233.0 萬 | 0.24% | +749+4.8% | 加碼 |
| Cypress Capital Group | 16,170 | $232.5 萬 | 0.39% | −1,645−9.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 16,052 | $230.9 萬 | 0.05% | +2,080+14.9% | 加碼 |
| Clearstead Advisors, LLC | 16,033 | $230.6 萬 | 0.21% | −1,350−7.8% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $230.1 萬 | 0.78% | 00.0% | 不變 |
| Invst, LLC | 15,746 | $229.3 萬 | 0.39% | +102+0.7% | 加碼 |
| Brookfield Asset Management Inc. | 15,931 | $229.2 萬 | 0.01% | −20,383−56.1% | 減碼 |
| Private Wealth Partners, LLC | 15,925 | $229.1 萬 | 0.29% | +192+1.2% | 加碼 |
| Advisors Asset Management, Inc. | 15,915 | $228.9 萬 | 0.05% | −1,916−10.7% | 減碼 |
| Trust Co of Toledo NA | 15,806 | $227.3 萬 | 0.44% | −927−5.5% | 減碼 |
| Power Corp of Canada | 15,700 | $225.8 萬 | 0.34% | +2,368+17.8% | 加碼 |
| American Portfolios Advisors | 15,685 | $225.6 萬 | 0.10% | −44−0.3% | 減碼 |
| Quilter Plc | 15,625 | $224.7 萬 | 0.08% | −302−1.9% | 減碼 |
| Systematic Alpha Investments, LLC | 15,624 | $224.7 萬 | 0.14% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 15,591 | $224.3 萬 | 1.29% | −50.0% | 減碼 |
| Arlington Financial Advisors, LLC | 15,546 | $223.6 萬 | 1.14% | −440−2.8% | 減碼 |
| Cabot Wealth Management Inc | 15,474 | $222.6 萬 | 0.38% | −1,494−8.8% | 減碼 |
| NBT Bank N A | 15,478 | $222.6 萬 | 0.36% | +202+1.3% | 加碼 |
| CAPROCK Group, Inc. | 15,454 | $222.3 萬 | 0.21% | −300−1.9% | 減碼 |
| Scholtz & Company, LLC | 14,015 | $221.1 萬 | 1.58% | −12,536−47.2% | 減碼 |
| WD Rutherford LLC | 15,321 | $220.4 萬 | 1.77% | −250−1.6% | 減碼 |
| SFMG, LLC | 15,459 | $220.0 萬 | 0.26% | +2,486+19.2% | 加碼 |
| Geneos Wealth Management Inc. | 15,257 | $219.4 萬 | 0.15% | +13,861+992.9% | 加碼 |
| Veriti Management LLC | 15,229 | $219.1 萬 | 0.32% | −1,289−7.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 14,760 | $218.1 萬 | 0.05% | +7,403+100.6% | 加碼 |
| Sompo Asset Management Co., Ltd. | 15,140 | $217.7 萬 | 0.55% | +2,730+22.0% | 加碼 |
| Mark Stevens | 15,040 | $216.4 萬 | 0.30% | −1,154−7.1% | 減碼 |
| PFS Investments Inc. | 15,001 | $215.8 萬 | 0.05% | +1,103+7.9% | 加碼 |
| Clarius Group, LLC | 14,995 | $215.7 萬 | 0.22% | +271+1.8% | 加碼 |
| Timber Creek Capital Management LLC | 14,970 | $215.3 萬 | 0.85% | +14,970 | 新進 |
| Laurel Wealth Advisors LLC | 14,882 | $214.1 萬 | 0.54% | −12−0.1% | 減碼 |
| Hixon Zuercher, LLC | 14,871 | $213.9 萬 | 1.37% | +762+5.4% | 加碼 |
| Nixon Peabody Trust Co | 14,838 | $213.4 萬 | 1.81% | −11,515−43.7% | 減碼 |
| Sumitomo Life Insurance Co | 14,779 | $212.6 萬 | 0.09% | −1,839−11.1% | 減碼 |
| Investment Research & Advisory Group, Inc. | 14,783 | $212.6 萬 | 1.61% | +650+4.6% | 加碼 |
| Citizens Business Bank | 14,743 | $212.1 萬 | 0.52% | −446−2.9% | 減碼 |
| We Are One Seven, LLC | 7,812 | $212.1 萬 | 0.20% | −48−0.6% | 減碼 |
| Prelude Capital Management, LLC | 14,664 | $210.9 萬 | 0.11% | +3,627+32.9% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 14,351 | $206.4 萬 | 0.18% | −258−1.8% | 減碼 |
| Sunbelt Securities, Inc. | 14,352 | $206.4 萬 | 0.44% | +3,216+28.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 71,473 | $206.2 萬 | 0.49% | −17,265−19.5% | 減碼 |
| Dynamic Advisor Solutions LLC | 14,329 | $206.1 萬 | 0.16% | +913+6.8% | 加碼 |
| Connolly Sarah T. | 14,287 | $205.5 萬 | 1.51% | −371−2.5% | 減碼 |
| Beaumont Asset Management, L.L.C. | 14,284 | $205.4 萬 | 1.63% | +115+0.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 14,150 | $203.5 萬 | 0.71% | +356+2.6% | 加碼 |
| Vickerman Investment Advisors, Inc. | 14,096 | $202.8 萬 | 0.98% | +2,254+19.0% | 加碼 |
| Independence Bank of Kentucky | 14,051 | $202.1 萬 | 1.00% | +1,321+10.4% | 加碼 |
| First Nebraska Trust Co | 14,019 | $201.6 萬 | 0.29% | +6,289+81.4% | 加碼 |
| Canal Capital Management, LLC | 13,937 | $200.5 萬 | 0.59% | +2,743+24.5% | 加碼 |
| Winch Advisory Services, LLC | 13,883 | $199.7 萬 | 0.86% | −270−1.9% | 減碼 |
| Brown Brothers Harriman & Co | 13,861 | $199.4 萬 | 0.02% | +6,740+94.6% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,731 | $197.4 萬 | 0.16% | −19−0.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,684 | $196.8 萬 | 0.11% | −2,259−14.2% | 減碼 |
| Apollon Wealth Management, LLC | 13,679 | $196.8 萬 | 0.16% | −283−2.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 13,666 | $196.6 萬 | 0.50% | −7,216−34.6% | 減碼 |