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 4 季 13F 持有人
Salesforce, Inc. 在 2022/12/31 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
- 2,027
- 較 2022 年第 3 季 +15 家
- 持有股數
- 7.61 億
- 較 2022 年第 3 季 −1,177 萬 (−1.5%)
- 總市值
- $1,008 億
- 較 2022 年第 3 季 −$102.7 億 (−9.2%)
- 新進機構
- 233
- 另有 620 家加碼
- 清倉機構
- 218
- 另有 998 家減碼
另有 48 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 6,634 | $88.0 萬 | 0.29% | −1,102−14.2% | 減碼 |
| Clark Capital Management Group, Inc. | 6,643 | $88.1 萬 | 0.01% | −22−0.3% | 減碼 |
| Change Path, LLC | 6,645 | $88.1 萬 | 0.05% | −328−4.7% | 減碼 |
| EPG Wealth Management LLC | 6,646 | $88.1 萬 | 0.34% | +183+2.8% | 加碼 |
| Wealth Management Partners, LLC | 7,000 | $88.3 萬 | 0.74% | 00.0% | 不變 |
| Nikulski Financial, Inc. | 6,668 | $88.4 萬 | 0.42% | −614−8.4% | 減碼 |
| Signature Wealth Management Group | 6,675 | $88.5 萬 | 0.43% | −3,887−36.8% | 減碼 |
| Dearborn Partners LLC | 6,697 | $88.8 萬 | 0.04% | +415+6.6% | 加碼 |
| AM Squared Ltd | 6,700 | $88.8 萬 | 0.59% | +6,700 | 新進 |
| Congress Park Capital LLC | 6,705 | $88.9 萬 | 0.57% | +428+6.8% | 加碼 |
| Clear Street Markets LLC | 6,741 | $89.4 萬 | 0.18% | −136,751−95.3% | 減碼 |
| NVWM, LLC | 6,743 | $89.4 萬 | 0.32% | −3,462−33.9% | 減碼 |
| Lynch Asset Management, Inc. | 6,750 | $89.5 萬 | 0.77% | −1,250−15.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 6,773 | $89.8 萬 | 0.04% | −216−3.1% | 減碼 |
| MidWestOne Financial Group, Inc. | 6,820 | $90.4 萬 | 0.21% | −1,376−16.8% | 減碼 |
| Jacobi Capital Management LLC | 6,841 | $90.7 萬 | 0.11% | −1,154−14.4% | 減碼 |
| Ardsley Advisory Partners LP | 6,850 | $90.8 萬 | 0.23% | +1,850+37.0% | 加碼 |
| Greenland Capital Management LP | 6,853 | $90.9 萬 | 0.17% | +6,853 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,870 | $91.1 萬 | 0.24% | −290−4.1% | 減碼 |
| Private Trust Co NA | 6,880 | $91.2 萬 | 0.14% | −2,522−26.8% | 減碼 |
| Axxcess Wealth Management, LLC | 6,911 | $91.6 萬 | 0.08% | −23,111−77.0% | 減碼 |
| Brandywine Managers, LLC | 6,913 | $91.7 萬 | 3.20% | 00.0% | 不變 |
| Vantage Financial Partners Ltd., Inc. | 6,925 | $91.8 萬 | 0.53% | +125+1.8% | 加碼 |
| Bristlecone Advisors, LLC | 6,936 | $92.0 萬 | 0.11% | +449+6.9% | 加碼 |
| Avantax Planning Partners, Inc. | 6,964 | $92.3 萬 | 0.04% | −378−5.1% | 減碼 |
| Conning Inc. | 6,980 | $92.5 萬 | 0.03% | −40−0.6% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $92.8 萬 | 0.65% | −4,000−36.4% | 減碼 |
| Bard Financial Services, Inc. | 7,010 | $92.9 萬 | 0.08% | −425−5.7% | 減碼 |
| IFP Advisors, Inc | 13,101 | $93.0 萬 | 0.03% | −6,077−31.7% | 減碼 |
| Eqis Capital Management, Inc. | 7,025 | $93.1 萬 | 0.10% | −1,030−12.8% | 減碼 |
| Nicolet Bankshares Inc | 10,164 | $93.2 萬 | 0.32% | −32−0.3% | 減碼 |
| Secure Asset Management, LLC | 7,045 | $93.4 萬 | 0.34% | +4,456+172.1% | 加碼 |
| Capstone Triton Financial Group, LLC | 7,089 | $94.0 萬 | 0.75% | −340−4.6% | 減碼 |
| Boyd Watterson Asset Management LLC | 7,117 | $94.4 萬 | 0.39% | −71−1.0% | 減碼 |
| Voya Financial Advisors, Inc. | 7,150 | $94.8 萬 | 0.12% | −2,580−26.5% | 減碼 |
| Northstar Group, Inc. | 7,172 | $95.1 萬 | 0.27% | −1,651−18.7% | 減碼 |
| Wealthsource Partners, LLC | 7,208 | $95.6 萬 | 0.07% | −373−4.9% | 減碼 |
| Renasant Bank | 7,211 | $95.6 萬 | 0.72% | +1,912+36.1% | 加碼 |
| Baystate Wealth Management LLC | 7,229 | $95.8 萬 | 0.09% | −1,857−20.4% | 減碼 |
| Rosenbaum Jay D. | 7,234 | $95.9 萬 | 2.07% | +185+2.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 7,241 | $96.0 萬 | 0.04% | −507−6.5% | 減碼 |
| Private Advisor Group, LLC | 61,564 | $96.3 萬 | 0.05% | −306−0.5% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,289 | $96.6 萬 | 0.11% | −594−7.5% | 減碼 |
| Bay Rivers Group | 7,294 | $96.7 萬 | 0.98% | +99+1.4% | 加碼 |
| Sawtooth Solutions, LLC | 7,315 | $97.0 萬 | 0.13% | −821−10.1% | 減碼 |
| Center for Financial Planning, Inc. | 7,324 | $97.1 萬 | 0.24% | +370+5.3% | 加碼 |
| WP Advisors, LLC | 7,364 | $97.6 萬 | 0.44% | −1,287−14.9% | 減碼 |
| Missouri Trust & Investment Co | 7,368 | $97.7 萬 | 0.59% | −1,793−19.6% | 減碼 |
| Chickasaw Capital Management LLC | 7,384 | $97.9 萬 | 0.05% | −305−4.0% | 減碼 |
| Harbour Investments, Inc. | 7,442 | $98.7 萬 | 0.06% | +704+10.4% | 加碼 |
| Heritage Trust Co | 7,457 | $98.9 萬 | 0.16% | +746+11.1% | 加碼 |
| Squarepoint Ops LLC | 7,468 | $99.0 萬 | 0.01% | −128,342−94.5% | 減碼 |
| Insigneo Advisory Services, LLC | 7,573 | $100.4 萬 | 0.38% | +7,573 | 新進 |
| IHT Wealth Management, LLC | 7,583 | $100.5 萬 | 0.06% | −1,637−17.8% | 減碼 |
| Cavalier Investments, LLC | 7,594 | $100.7 萬 | 0.36% | −120−1.6% | 減碼 |
| Cito Capital Group, LLC | 7,600 | $100.8 萬 | 0.55% | −1,950−20.4% | 減碼 |
| Kistler-Tiffany Companies, LLC | 7,605 | $100.8 萬 | 0.21% | +485+6.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 7,606 | $100.8 萬 | 0.11% | +419+5.8% | 加碼 |
| Laidlaw Wealth Management LLC | 7,624 | $101.1 萬 | 0.22% | +1,788+30.6% | 加碼 |
| Charter Research & Investment Group, Inc. | 7,632 | $101.2 萬 | 0.97% | −270−3.4% | 減碼 |
| Steinberg Asset Management LLC | 7,663 | $101.6 萬 | 1.10% | +151+2.0% | 加碼 |
| Gs Investments, Inc. | 7,686 | $101.9 萬 | 0.63% | −1,727−18.3% | 減碼 |
| Calamos Wealth Management LLC | 7,774 | $103.1 萬 | 0.08% | −41,291−84.2% | 減碼 |
| Wintrust Investments LLC | 7,815 | $103.6 萬 | 0.14% | +2,756+54.5% | 加碼 |
| Financial Advocates Investment Management | 7,863 | $104.3 萬 | 0.08% | +3,367+74.9% | 加碼 |
| Field & Main Bank | 7,868 | $104.3 萬 | 0.67% | +25+0.3% | 加碼 |
| Keeler Thomas Management LLC | 7,869 | $104.3 萬 | 0.53% | −1,099−12.3% | 減碼 |
| Quantinno Capital Management LP | 7,890 | $104.6 萬 | 0.08% | −3,631−31.5% | 減碼 |
| Wambolt & Associates, LLC | 901,125 | $104.9 萬 | 0.40% | −4400.0% | 減碼 |
| Stansberry Asset Management, LLC | 7,941 | $105.3 萬 | 0.22% | +742+10.3% | 加碼 |
| TrinityPoint Wealth, LLC | 7,944 | $105.3 萬 | 0.24% | −1,943−19.7% | 減碼 |
| Schmidt P J Investment Management Inc | 7,950 | $105.4 萬 | 0.24% | −1,023−11.4% | 減碼 |
| Hellman Jordan Management Co Inc | 7,968 | $105.6 萬 | 1.79% | −153−1.9% | 減碼 |
| Golden Green, Inc. | 7,965 | $105.6 萬 | 1.09% | +105+1.3% | 加碼 |
| Stock Yards Bank & Trust Co | 7,973 | $105.7 萬 | 0.04% | −55−0.7% | 減碼 |
| We Are One Seven, LLC | 7,986 | $105.9 萬 | 0.11% | +174+2.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $106.1 萬 | 0.44% | 00.0% | 不變 |
| Ballentine Partners, LLC | 8,025 | $106.4 萬 | 0.03% | −4,805−37.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,380 | $107.2 萬 | 0.03% | −1,775−21.8% | 減碼 |
| Wealth Alliance | 8,106 | $107.5 萬 | 0.19% | −4,220−34.2% | 減碼 |
| IMA Wealth, Inc. | 8,107 | $107.5 萬 | 0.28% | −1,111−12.1% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 8,118 | $107.6 萬 | 0.41% | −942−10.4% | 減碼 |
| Wealthspire Advisors, LLC | 8,124 | $107.7 萬 | 0.02% | +1,837+29.2% | 加碼 |
| Exchange Traded Concepts, LLC | 8,154 | $108.1 萬 | 0.03% | −439−5.1% | 減碼 |
| HBK Sorce Advisory LLC | 8,196 | $108.7 萬 | 0.03% | +3,973+94.1% | 加碼 |
| Elmwood Wealth Management, Inc. | 8,273 | $109.7 萬 | 0.55% | −13−0.2% | 減碼 |
| Fred Alger Management, LLC | 8,365 | $110.9 萬 | 0.01% | −129,334−93.9% | 減碼 |
| Empowered Funds, LLC | 8,374 | $111.0 萬 | 0.07% | +3,022+56.5% | 加碼 |
| Eagle Asset Management Inc | 8,263 | $111.3 萬 | 0.01% | +421+5.4% | 加碼 |
| Hudson Canyon Capital Management | 8,450 | $112.0 萬 | 1.03% | +8,450 | 新進 |
| Coastwise Capital Group, LLC | 8,462 | $112.2 萬 | 1.33% | +343+4.2% | 加碼 |
| Edge Capital Group, LLC | 8,513 | $112.9 萬 | 0.08% | +3,673+75.9% | 加碼 |
| Aldebaran Financial Inc. | 8,523 | $113.0 萬 | 1.26% | +1,337+18.6% | 加碼 |
| Partners Capital Investment Group, LLP | 8,557 | $113.5 萬 | 0.05% | −412−4.6% | 減碼 |
| Personal Cfo Solutions, LLC | 8,591 | $113.9 萬 | 0.24% | −574−6.3% | 減碼 |
| AIA Group Ltd | 8,600 | $114.0 萬 | 0.07% | +1,700+24.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 8,628 | $114.4 萬 | 0.21% | +1,109+14.7% | 加碼 |
| International Assets Investment Management, LLC | 8,638 | $114.5 萬 | 0.12% | +2,215+34.5% | 加碼 |
| HB Wealth Management, LLC | 8,653 | $114.7 萬 | 0.02% | +2,939+51.4% | 加碼 |
| L.M. Kohn & Company | 8,674 | $115.0 萬 | 0.54% | −993−10.3% | 減碼 |