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 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 | 2,493 | $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 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 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 2,758 | $36.6 萬 | 0.13% | −319−10.4% | 減碼 |
| Olistico Wealth, LLC | 2,734 | $36.3 萬 | 0.39% | +2,734 | 新進 |
| Hazlett, Burt & Watson, Inc. | 2,716 | $36.2 萬 | 0.32% | −1,027−27.4% | 減碼 |
| Intrua Financial, LLC | 2,469 | $36.1 萬 | 0.08% | −612−19.9% | 減碼 |
| Vista Wealth Management Group, LLC | 2,723 | $36.1 萬 | 0.04% | −218−7.4% | 減碼 |
| Key Financial Inc | 2,507 | $36.1 萬 | 0.17% | 00.0% | 不變 |
| Alta Advisers Ltd | 2,700 | $35.8 萬 | 0.21% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 1,193 | $35.8 萬 | 0.19% | −287−19.4% | 減碼 |
| Prelude Capital Management, LLC | 2,670 | $35.4 萬 | 0.02% | −11,994−81.8% | 減碼 |
| Marcum Wealth, LLC | 2,655 | $35.2 萬 | 0.05% | −881−24.9% | 減碼 |
| Allred Capital Management, LLC | 2,650 | $35.1 萬 | 0.19% | −369−12.2% | 減碼 |
| Commons Capital, LLC | 2,643 | $35.0 萬 | 0.58% | −100−3.6% | 減碼 |
| True Capital Management | 2,633 | $34.9 萬 | 0.28% | +2,633 | 新進 |
| Tolleson Wealth Management, Inc. | 2,629 | $34.9 萬 | 0.09% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 1,642 | $34.9 萬 | 0.28% | −82−4.8% | 減碼 |
| Financial Advisory Service, Inc. | 2,629 | $34.9 萬 | 0.04% | −470−15.2% | 減碼 |
| Eads & Heald Wealth Management | 2,626 | $34.8 萬 | 0.18% | −1,637−38.4% | 減碼 |
| Silicon Valley Capital Partners | 2,618 | $34.7 萬 | 0.08% | −5,617−68.2% | 減碼 |
| New Republic Capital, LLC | 2,617 | $34.7 萬 | 0.27% | +2,617 | 新進 |
| Vantage Consulting Group Inc | 2,616 | $34.7 萬 | 0.20% | +373+16.6% | 加碼 |
| Syntax Advisors, LLC | 2,616 | $34.7 萬 | 0.29% | +373+16.6% | 加碼 |
| Gryphon Financial Partners LLC | 2,603 | $34.5 萬 | 0.08% | −1,827−41.2% | 減碼 |
| Quent Capital, LLC | 2,578 | $34.2 萬 | 0.06% | +779+43.3% | 加碼 |
| Dover Advisors, LLC | 2,577 | $34.2 萬 | 0.37% | +2,577 | 新進 |
| Brandywine Oak Private Wealth LLC | 2,568 | $34.0 萬 | 0.04% | −609−19.2% | 減碼 |
| TCWP LLC | 2,549 | $33.8 萬 | 0.07% | +251+10.9% | 加碼 |
| Walkner Condon Financial Advisors LLC | 2,548 | $33.8 萬 | 0.10% | −7−0.3% | 減碼 |
| Simon Quick Advisors, LLC | 2,543 | $33.7 萬 | 0.04% | +807+46.5% | 加碼 |
| Truvestments Capital LLC | 2,542 | $33.7 萬 | 0.19% | +417+19.6% | 加碼 |
| Aspen Wealth Strategies, LLC | 2,536 | $33.6 萬 | 0.27% | +2,536 | 新進 |
| Martingale Asset Management L P | 2,529 | $33.5 萬 | 0.01% | −1,782−41.3% | 減碼 |
| Andesa Financial Management Inc. | 2,519 | $33.4 萬 | 0.18% | −1,419−36.0% | 減碼 |
| Montag A & Associates Inc | 2,513 | $33.3 萬 | 0.02% | −121−4.6% | 減碼 |
| IVC Wealth Advisors LLC | 2,502 | $33.2 萬 | 0.24% | −115−4.4% | 減碼 |
| DeDora Capital, Inc. | 2,501 | $33.2 萬 | 0.16% | +728+41.1% | 加碼 |
| Taconic Capital Advisors LP | 2,500 | $33.1 萬 | 0.01% | +2,500 | 新進 |
| Park National Corp | 2,482 | $32.9 萬 | 0.01% | −43−1.7% | 減碼 |
| Sonata Capital Group Inc | 2,482 | $32.9 萬 | 0.18% | −525−17.5% | 減碼 |
| Catalyst Financial Partners LLC | 2,468 | $32.7 萬 | 0.17% | +2,468 | 新進 |
| Anchor Investment Management, LLC | 2,465 | $32.7 萬 | 0.05% | −135−5.2% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,456 | $32.6 萬 | 0.04% | −414−14.4% | 減碼 |
| Parkside Financial Bank & Trust | 2,452 | $32.5 萬 | 0.09% | +251+11.4% | 加碼 |
| Kennedy Investment Group | 2,440 | $32.4 萬 | 0.21% | +2,440 | 新進 |
| Bowman & Co S.C. | 2,423 | $32.1 萬 | 0.25% | −465−16.1% | 減碼 |
| Parkside Advisors LLC | 2,423 | $32.1 萬 | 0.11% | +124+5.4% | 加碼 |
| Copperwynd Financial, LLC | 2,416 | $32.0 萬 | 0.18% | −247−9.3% | 減碼 |
| Jump Financial, LLC | 2,401 | $31.8 萬 | 0.02% | −4,943−67.3% | 減碼 |
| Solstein Capital, LLC | 2,401 | $31.8 萬 | 0.27% | −520−17.8% | 減碼 |
| AdvisorNet Financial, Inc | 2,398 | $31.8 萬 | 0.03% | −148−5.8% | 減碼 |
| RAM Investment Partners, LLC | 2,395 | $31.8 萬 | 0.20% | +2,395 | 新進 |
| Bank of Hawaii | 2,387 | $31.6 萬 | 0.02% | −114−4.6% | 減碼 |
| Circle Wealth Management, LLC | 2,379 | $31.5 萬 | 0.05% | +2,379 | 新進 |
| AlphaCore Capital LLC | 2,371 | $31.4 萬 | 0.12% | +8+0.3% | 加碼 |
| WESPAC Advisors SoCal, LLC | 2,369 | $31.4 萬 | 0.12% | −1,410−37.3% | 減碼 |
| Chemung Canal Trust Co | 2,361 | $31.3 萬 | 0.07% | −189−7.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 2,350 | $31.2 萬 | 0.01% | −906−27.8% | 減碼 |
| Silicon Hills Wealth Management, LLC | 2,349 | $31.1 萬 | 0.23% | −816−25.8% | 減碼 |
| Ssi Investment Management LLC | 2,349 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 2,348 | $31.1 萬 | 0.01% | −164−6.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 2,347 | $31.1 萬 | 0.18% | +125+5.6% | 加碼 |
| Sonora Investment Management Group, LLC | 2,345 | $31.1 萬 | 0.03% | −281−10.7% | 減碼 |
| First Financial Corp | 2,326 | $30.8 萬 | 0.19% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 2,325 | $30.8 萬 | 0.04% | +42+1.8% | 加碼 |
| Am Investment Strategies LLC | 2,325 | $30.8 萬 | 0.11% | −48−2.0% | 減碼 |
| Washington Trust Advisors, Inc. | 2,307 | $30.6 萬 | 0.03% | −983−29.9% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 2,294 | $30.4 萬 | 0.20% | −265−10.4% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,279 | $30.2 萬 | 0.07% | +547+31.6% | 加碼 |
| Winthrop Advisory Group LLC | 2,271 | $30.1 萬 | 0.06% | −70−3.0% | 減碼 |
| Meridian Investment Counsel Inc. | 2,272 | $30.1 萬 | 0.12% | +49+2.2% | 加碼 |
| HighVista Strategies LLC | 2,270 | $30.1 萬 | 0.18% | +594+35.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 2,267 | $30.1 萬 | 0.04% | −357−13.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 2,264 | $30.0 萬 | 0.08% | −31−1.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 2,263 | $30.0 萬 | 0.08% | −1,196−34.6% | 減碼 |
| M&G Investment Management Ltd | 2,256 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| David J Yvars Group | 2,260 | $30.0 萬 | 0.38% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 2,260 | $29.9 萬 | 0.07% | −333−12.8% | 減碼 |
| Sutton Wealth Advisors Inc. | 2,250 | $29.8 萬 | 0.11% | −124−5.2% | 減碼 |
| Greenwich Wealth Management LLC | 2,251 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Legacy Advisors, LLC | 2,234 | $29.6 萬 | 0.05% | −415−15.7% | 減碼 |
| Interchange Capital Partners, LLC | 2,222 | $29.5 萬 | 0.30% | +193+9.5% | 加碼 |
| MRP Capital Investments, LLC | 2,222 | $29.5 萬 | 0.33% | +2,222 | 新進 |
| Premier Asset Management LLC | 2,210 | $29.3 萬 | 0.37% | +2,210 | 新進 |
| Redwood Investments, LLC | 2,208 | $29.3 萬 | 0.04% | −39−1.7% | 減碼 |
| Garden State Investment Advisory Services LLC | 2,208 | $29.3 萬 | 0.17% | +2,208 | 新進 |
| Redwood Financial Network Corp | 2,203 | $29.2 萬 | 0.33% | +20+0.9% | 加碼 |
| Essex Financial Services, Inc. | 2,209 | $29.2 萬 | 0.03% | −1,160−34.4% | 減碼 |
| Bremer Bank National Association | 2,206 | $29.2 萬 | 0.06% | −203−8.4% | 減碼 |
| L2 Asset Management, LLC | 2,202 | $29.2 萬 | 0.19% | +284+14.8% | 加碼 |
| Chiron Capital Management, LLC | 2,200 | $29.2 萬 | 0.20% | −50−2.2% | 減碼 |
| Synergy Financial Management, LLC | 2,187 | $29.0 萬 | 0.07% | +138+6.7% | 加碼 |
| Valley National Advisers Inc | 1,997 | $28.9 萬 | 0.05% | −14−0.7% | 減碼 |
| SageView Advisory Group, LLC | 2,172 | $28.8 萬 | 0.02% | +2,172 | 新進 |
| Trust Investment Advisors | 2,164 | $28.7 萬 | 0.27% | −1,528−41.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 2,163 | $28.7 萬 | 0.04% | −1,097−33.7% | 減碼 |
| Boothbay Fund Management, LLC | 2,157 | $28.6 萬 | 0.01% | −4,838−69.2% | 減碼 |
| Angeles Wealth Management, LLC | 2,157 | $28.6 萬 | 0.05% | −291−11.9% | 減碼 |
| CX Institutional | 2,155 | $28.6 萬 | 0.02% | −1,295−37.5% | 減碼 |
| Blue Fin Capital, Inc. | 2,143 | $28.4 萬 | 0.10% | −319−13.0% | 減碼 |
| Silver Oak Securities, Inc | 2,144 | $28.4 萬 | 0.05% | +1,482+223.9% | 加碼 |
| Essex LLC | 2,128 | $28.2 萬 | 0.09% | −67−3.1% | 減碼 |