CRM Salesforce, Inc. Common Stock
关于 Salesforce, Inc. Common Stock 公司概况(来自维基百科)
Salesforce是一個以提供個人化需求進行客户关系管理規劃和服務的網際網路企業,總部位於美國加利福尼亞州舊金山。
阅读更多
Salesforce是一個以提供個人化需求進行客户关系管理規劃和服務的網際網路企業,總部位於美國加利福尼亞州舊金山。
历史
Salesforce公司于1999年由当时37岁的甲骨文(Oracle)高级副总裁,俄罗斯裔美国人马克·贝尼奥夫创办。贝尼奥夫從中學時代就開始寫軟體賺錢,15歲時創立Liberty Software公司,然後進入南加州大學(USC)就讀,畢業後就進入甲骨文公司,在创建云计算公司之前曾在不同的部門歷練了13年。23歲的贝尼奥夫曾獲得甲骨文公司Rookie of the Year的最高殊榮;26歲時马克·贝尼奥夫成為甲骨文公司有史以來最年輕的副總裁。
马克·贝尼奥夫長期推廣SaaS(Software As A Service,軟體即服務)的觀念,後來更開創新的里程碑,提出PaaS(Platform As A Service,平台即服務),並和Parker Harris, Dave Moellenhoff, Frank Dominguez等人創立Salesforce.com公司來提供PaaS服務,他將Salesforce.com的市場定位为“软件终结者”。
2000年,马克·贝尼奥夫提出"1-1-1模式"的社會企業概念 -- Salesforce.com公司回饋1%的產品,1%的股權,1%的員工時數給其客戶的社區。至今,已有超過了700家公司採用"1-1-1模式"。
2016年6月1日Salesforce.com以每股75美元的現金,斥資28億美元收購電子商務解決方案提供商Demandware。
2016年8月2日Salesforce.com以換股形式斥資5.82億美元收購文件編輯軟件開發商Quip。
2016年10月3日Salesforce.com斥资7亿美元收購广告管理平台Krux Digital。
2018年3月21日Salesforce.com以每股現金36美元和0.0711股Salesforce股票,相當於每股44.89美元,斥资65億美元(507億港元)收購軟體整合平台業者MuleSoft。
2019年6月10日Salesforce將以換股方式,每股Tableau可換取1.103股Salesforce股票,相當於每股177.88美元,斥资157億美元收購數據分析平台Tableau。
2019年8月7日Salesforce以13.5億美元收購解決方案軟件公司ClickSoftware。
2020年12月1日Salesforce以每股現金26.79美元和0.0776股Salesforce股票,斥资277億美元收購企業即時通訊平台Slack。
产品
Salesforce公司提供按需定制的软件服务,用户每个月需要支付类似租金的费用来使用网站上的各种服务,这些服务涉及客户关系管理的各个方面,从普通的联系人管理,产品目录到订单管理,机会管理,销售管理等。他提供一个平台,使得客户无需拥有自己的软件,也无需花费大量资金和人力用于记录的维护,储存和管理,所有的记录和数据都储存在salesforce.com上面。同时和普通的自己购买的软件不一样,用户随时可以根据需要去增加新的功能或者去除一些不必要的功能,真正地實現了按需使用。
里程碑
1999年salesforce.com及其Salesforce.com Foundation成立-End of Software开始
2000年salesforce.com推出首个SFA应用程序
2001年salesforce.com推出首个CRM应用程序
2002年salesforce.com推出首个客户服务应用程序
2003年salesforce.com推出Sforce,为世界首个公开的企业云计算API程序语言
2004年Sunguard成为第1000名订户
2005年salesforce.com推出Force.com AppExchange
2006年思科系统成为第1万5千名订户
2006年salesforce.com推出Apex,为世界首个云计算程序语言
2007年日本邮政成为第50,000名订户
2007年订户达100万名及单日交易达1亿次
2007年推出Force.com研发平台
2008 Force.com荣获Wall Street Journal Technology Innovation Award
2009年成为首家年度收入达10亿美元的企业云计算公司
2009年获《福布斯》杂志选为发展最迅速的科技公司,排名仅次Google
2009年总订户达150万名
2009年新增首个拥有达75,000名订户的客户
2009年共10万项应用程序由12万4千名开发商在Force.com量身订做
来源:维基百科, CC BY-SA 4.0 · 在维基百科上查看 ↗
CRM 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
CRM 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
10年表现 收入、净利润、利润率和每股收益趋势
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?
盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
财务健康 债务、流动性、偿付能力 — 资产负债表强度
成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
资本效率 资产周转率、库存周转率、应收账款周转率
股息 收益率、派息率、股息历史、5年CAGR
| 除息日 | 金额 |
|---|---|
| 2026年6月11日 | $0.4400 |
| 2026年4月9日 | $0.4400 |
| 2025年12月18日 | $0.4160 |
| 2025年9月17日 | $0.4160 |
| 2025年6月18日 | $0.4160 |
| 2025年4月10日 | $0.4160 |
| 2024年12月18日 | $0.4000 |
| 2024年9月18日 | $0.4000 |
| 2024年7月9日 | $0.4000 |
| 2024年3月13日 | $0.4000 |
CRM 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
- 强烈买入 14 24.1%
- 买入 29 50.0%
- 持有 13 22.4%
- 卖出 1 1.7%
- 强烈卖出 1 1.7%
12个月价格目标
54 位分析师 · 2026-08-18收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期
| 期间 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|
| 2027年3月31日 | $3.88 | $3.15 | — |
| 2026年6月30日 | $3.88 | $3.15 | 0.73% |
| 2026年3月31日 | $3.81 | $3.08 | 0.73% |
| 2025年12月31日 | $3.25 | $2.89 | 0.36% |
| 2025年9月30日 | $2.91 | $2.81 | 0.10% |
| 2025年6月30日 | $2.58 | $2.57 | 0.01% |
同行比较(GICS 子行业) 关键指标与行业同行对比
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| CRM | $197.22B | 27.2 | 9.6% | 18.0% | 12.4% | 77.7% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
| ADBE | $132.21B | 19.2 | 10.5% | 30.0% | 61.8% | 89.3% |
| APP | $227.96B | 69.1 | 70.0% | 60.8% | 201.9% | — |
| INTU | $219.15B | 57.4 | 15.6% | 20.5% | 20.5% | — |
| DDOG | $47.94B | 438.7 | 27.7% | 3.1% | 3.1% | 80.0% |
| CDNS | $84.96B | 77.0 | 14.1% | 20.9% | 21.2% | — |
| SNPS | $84.41B | 56.4 | 15.1% | 18.9% | 7.1% | 77.0% |
| ADSK | $53.90B | 48.6 | 17.5% | 15.6% | 39.0% | 91.0% |
| ROP | $47.45B | 31.3 | 12.3% | 19.4% | 7.8% | 69.2% |
| WDAY | $45.51B | 67.8 | 13.1% | 7.3% | 8.2% | — |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表 18
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $41.52B | $37.90B | $34.86B | $31.35B | $26.49B | $21.25B | $17.10B | $13.28B | $10.54B | $8.44B | $6.67B | $5.37B | |
| Cost of Revenue | $9.27B | $8.64B | $8.54B | $8.36B | $7.03B | $5.44B | $4.24B | $3.45B | $2.77B | $2.23B | $1.65B | $1.29B | |
| Gross Profit | $32.26B | $29.25B | $26.32B | $22.99B | $19.47B | $15.81B | $12.86B | $9.83B | $7.77B | $6.20B | $5.01B | $4.08B | |
| R&D Expense | $5.99B | $5.49B | $4.91B | $5.05B | $4.46B | $3.60B | $2.77B | $1.89B | $1.55B | $1.21B | $946M | $793M | |
| SG&A Expense | $3.00B | $2.84B | $2.53B | $2.55B | $2.60B | $2.09B | $1.70B | $1.35B | $1.09B | $966M | $748M | $680M | |
| Operating Expenses | $23.92B | $22.05B | $21.30B | $21.96B | $18.92B | $15.36B | $12.57B | $9.30B | $7.31B | $5.99B | $4.90B | $4.23B | |
| Operating Income | $8.33B | $7.21B | $5.01B | $1.03B | $548M | $455M | $297M | $535M | $454M | $218M | $115M | $-146M | |
| Interest Expense | · | · | · | · | · | · | · | $154M | $87M | $89M | $72M | $73M | |
| Interest Income | $539M | $647M | $527M | $199M | · | · | $117M | $61M | $37M | $22M | $14M | $10M | |
| Other Non-op | $172M | $354M | $216M | $-131M | $-227M | · | $-18M | $-94M | $-53M | $-8M | $-15M | $-20M | |
| Pretax Income | $9.52B | $7.44B | $4.95B | $660M | $1.53B | $2.56B | $706M | $983M | $420M | $179M | $64M | $-213M | |
| Income Tax | $2.06B | $1.24B | $814M | $452M | $88M | $-1.51B | $580M | $-127M | $60M | $-144M | $112M | $50M | |
| Net Income | $7.46B | $6.20B | $4.14B | $208M | $1.44B | $4.07B | $126M | $1.11B | $360M | $323M | $-47M | $-263M | |
| EPS (Basic) | $7.85 | $6.44 | $4.25 | $0.21 | $1.51 | $4.48 | $0.15 | $1.48 | $0.50 | $0.47 | $-0.07 | $-0.42 | |
| EPS (Diluted) | $7.80 | $6.36 | $4.20 | $0.21 | $1.48 | $4.38 | $0.15 | $1.43 | $0.49 | $0.46 | $-0.07 | $-0.42 | |
| Shares (Basic) | 950,000,000 | 962,000,000 | 974,000,000 | 992,000,000 | 955,000,000 | 908,000,000 | 829,000,000 | 751,000,000 | 715,000,000 | 688,000,000 | 661,647,000 | 624,148,000 | |
| Shares (Diluted) | 956,000,000 | 974,000,000 | 984,000,000 | 997,000,000 | 974,000,000 | 930,000,000 | 850,000,000 | 775,000,000 | 735,000,000 | 700,000,000 | 661,647,000 | 624,148,000 | |
| EBITDA | $9.53B | $8.21B | $6.11B | $1.93B | $1.23B | $1.03B | $752M | $535M | $236M | $64M | $115M | $-146M |
资产负债表 27
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7.33B | $8.85B | $8.47B | $7.02B | $5.46B | $6.20B | $4.14B | $2.67B | $2.54B | $1.61B | $1.16B | $908M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $183M | $87M | |
| Receivables | $14.34B | $11.95B | $11.41B | $10.76B | $9.74B | $7.79B | $6.17B | $4.92B | $3.92B | $3.20B | $2.50B | $1.91B | |
| Prepaid Expense | $2.24B | $1.78B | $1.56B | $1.36B | $1.12B | $991M | $916M | $629M | $471M | $280M | $251M | $245M | |
| Current Assets | $28.22B | $29.73B | $29.07B | $26.39B | $22.85B | $21.89B | $15.96B | $10.68B | $9.58B | $6.00B | $5.73B | $3.51B | |
| PP&E (Net) | · | · | · | · | · | $2.46B | $2.38B | $2.05B | $1.95B | $1.79B | $1.72B | $1.13B | |
| PP&E (Gross) | · | · | · | · | · | $4.41B | $4.18B | $3.83B | $3.40B | $2.99B | $2.64B | $1.75B | |
| Accum. Depreciation | · | · | · | · | · | $1.96B | $1.80B | $1.78B | $1.46B | $1.20B | $920M | $620M | |
| Goodwill | $57.94B | $51.28B | $48.62B | $48.57B | $47.94B | $26.32B | $25.13B | $12.85B | $7.31B | $7.26B | $3.85B | $3.78B | |
| Intangibles | $6.82B | $4.43B | $5.28B | $7.12B | $8.98B | $4.11B | $4.72B | $1.92B | $827M | $1.11B | $490M | $632M | |
| Other Non-current Assets | $3.63B | $4.77B | $3.43B | $2.80B | $2.62B | $2.69B | $579M | $695M | $384M | $487M | $142M | $460M | |
| Total Assets | $112.31B | $102.93B | $99.82B | $98.85B | $95.21B | $66.30B | $55.13B | $30.74B | $21.98B | $17.58B | $12.76B | $10.67B | |
| Accounts Payable | · | · | · | · | · | · | · | $165M | $76M | $115M | $71M | $96M | |
| Accrued Liabilities | · | · | · | · | · | · | · | $1.36B | $970M | · | · | · | |
| Current Liabilities | $37.12B | $27.98B | $26.63B | $25.89B | $21.79B | $17.73B | $14.85B | $11.26B | $10.07B | $7.30B | $5.62B | $4.39B | |
| Capital Leases | $2.19B | $2.38B | $2.64B | $2.90B | $2.70B | $2.84B | $2.44B | · | · | · | · | · | |
| Other Non-current Liabilities | $3.42B | $2.96B | $2.48B | $2.28B | $2.00B | $1.56B | $1.28B | $704M | $846M | $781M | $833M | $894M | |
| Total Liabilities | $53.16B | $41.76B | $40.18B | $40.49B | $37.08B | $24.81B | $21.24B | $15.13B | $11.61B | $10.08B | $7.76B | $6.69B | |
| Long-term Debt | $14.44B | $8.43B | $9.43B | $10.60B | $10.60B | $2.68B | $2.69B | $3.20B | $1.73B | $2.01B | · | · | |
| Total Debt | $14.44B | $8.43B | $9.43B | $10.60B | $10.60B | $2.68B | $2.68B | $3.18B | $1.72B | · | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $708.0K | $671.0K | $651.0K | |
| Retained Earnings | $22.22B | $16.37B | $11.72B | $7.58B | $7.38B | $5.93B | $1.86B | $1.74B | $635M | $-465M | $-653M | $-606M | |
| Treasury Stock | $32.23B | $19.51B | $11.69B | $4.00B | $0 | · | · | · | · | · | · | · | |
| AOCI | $313M | $-266M | $-225M | $-274M | $-166M | $-42M | $-93M | $-58M | $-12M | $-76M | $-50M | $-24M | |
| Stockholders' Equity | $59.14B | $61.17B | $59.65B | $58.36B | $58.13B | $41.49B | $33.88B | $15.61B | $10.38B | $8.23B | $5.00B | $3.98B | |
| Liabilities + Equity | $112.31B | $102.93B | $99.82B | $98.85B | $95.21B | $66.30B | $55.13B | $30.74B | $21.98B | $17.58B | $12.76B | $10.67B | |
| Shares Outstanding | 929,000,000 | 962,000,000 | 971,000,000 | 981,000,000 | 989,000,000 | 919,000,000 | 893,000,000 | 770,000,000 | 730,000,000 | 707,460,000 | 670,929,000 | 650,596,000 |
现金流 17
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1.20B | $1.00B | $1.10B | $903M | $678M | $579M | $455M | $411M | $373M | $632M | $526M | $448M | |
| Stock-based Comp | $3.51B | $3.18B | $2.79B | $3.28B | $2.78B | $2.19B | $1.78B | $1.28B | $997M | $820M | $594M | $565M | |
| Deferred Tax | $959M | $-1.21B | $-742M | $-334M | $-254M | $-1.79B | $27M | $-283M | $-20M | $-221M | $612.0K | $-3M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | $228M | $162M | $155M | |
| Restructuring | $586M | $461M | $988M | $828M | $0 | $0 | · | · | · | · | · | · | |
| Other Non-cash | $1.87B | $3.92B | $2.95B | $3.06B | $1.35B | $-250M | $1.94B | · | · | · | · | · | |
| Operating Cash Flow | $15.00B | $13.09B | $10.23B | $7.11B | $6.00B | $4.80B | $4.33B | $3.40B | $2.74B | $2.16B | $1.67B | $1.18B | |
| CapEx | $594M | $658M | $736M | $798M | $717M | $710M | $643M | $595M | $534M | $464M | $284M | $290M | |
| Investing Cash Flow | $-8.59B | $-3.16B | $-1.33B | $-1.99B | $-14.54B | $-3.97B | $-2.98B | $-5.31B | $-2.01B | $-2.68B | $-1.49B | $-698M | |
| Stock Repurchased | $12.60B | $7.83B | $7.62B | $4.00B | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-12.60B | $-7.83B | $-7.62B | $-4.00B | · | · | · | · | · | · | · | · | |
| Dividends Paid | $1.59B | $1.54B | $0 | $0 | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-8.08B | $-9.43B | $-7.48B | $-3.56B | $7.84B | $1.19B | $164M | $2.01B | $221M | $998M | $73M | $-318M | |
| Net Change in Cash | $-1.52B | $376M | $1.46B | $1.55B | $-731M | $2.05B | $1.48B | $126M | $936M | $449M | $250M | $126M | |
| Taxes Paid | $1.28B | $2.06B | $1.03B | $510M | $196M | $216M | $129M | $83M | $53M | $36M | $31M | $36M | |
| Free Cash Flow | $14.40B | $12.43B | $9.50B | $6.31B | $5.28B | $4.09B | $3.69B | $2.80B | $2.20B | $1.70B | $1.33B | $883M | |
| Levered FCF | · | · | · | · | · | · | · | $2.63B | $2.15B | $1.07B | $1.38B | $793M |
盈利能力 8
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 77.7% | 77.2% | 75.5% | 73.3% | 73.5% | 74.4% | 75.2% | 74.0% | · | 73.4% | 75.2% | 76.0% | |
| Operating Margin | 20.1% | 19.0% | 14.4% | 3.3% | 2.1% | 2.1% | 1.7% | 4.0% | · | 0.77% | 1.7% | -2.7% | |
| Net Margin | 18.0% | 16.4% | 11.9% | 0.66% | 5.5% | 19.2% | 0.74% | 8.4% | · | 2.1% | -0.71% | -4.9% | |
| Pretax Margin | 22.9% | 19.6% | 14.2% | 2.1% | 5.8% | 12.0% | 4.1% | 7.4% | · | 0.30% | 0.96% | -4.0% | |
| EBITDA Margin | 22.9% | 21.6% | 17.5% | 6.2% | 4.6% | 4.9% | 4.4% | 4.0% | · | 0.77% | 1.7% | -2.7% | |
| ROA | 6.9% | 6.1% | 4.2% | 0.21% | 1.8% | 6.7% | 0.29% | 4.2% | 0.66% | 1.2% | -0.40% | -2.6% | |
| ROE | 12.4% | 10.3% | 7.0% | 0.35% | 2.5% | 10.0% | 0.38% | 7.3% | 1.3% | 2.9% | -1.1% | -7.5% | |
| ROIC | 8.9% | 8.6% | 6.1% | 0.47% | 0.75% | 1.6% | 0.14% | 3.2% | 1.3% | 6.1% | -1.7% | -4.5% |
流动性与偿付能力 5
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 1.1 | 1.1 | 1.0 | 1.0 | 1.2 | 1.1 | 0.9 | 0.9 | 0.8 | 0.8 | 0.8 | |
| Quick Ratio | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 | 0.8 | 0.7 | 0.7 | 0.6 | 0.7 | 0.7 | 0.7 | |
| Debt / Equity | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | · | |
| LT Debt / Equity | 0.2 | 0.1 | 0.1 | 0.2 | 0.2 | 0.1 | 0.1 | 0.2 | 0.1 | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | 3.5 | 2.7 | 0.7 | 1.6 | -2.0 |
效率 2
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.4 | 0.5 | · | 0.6 | 0.6 | 0.5 | |
| Receivables Turnover | 3.2 | 3.2 | 3.1 | 3.1 | 3.0 | 3.0 | 3.1 | 3.0 | · | 2.9 | 3.0 | 3.3 |
增长率 9
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.6% | 8.7% | 11.2% | 18.4% | 24.7% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.8% | 12.7% | 17.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 22.6% | 51.4% | 1900.0% | -85.8% | -66.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 233.7% | 62.6% | -1.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 12.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 20.3% | 49.8% | 1888.5% | -85.6% | -64.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 229.7% | 62.5% | 0.52% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 12.9% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM) 17
| 指标 | 趋势 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $41.52B | $37.90B | $34.86B | $31.35B | $26.49B | $21.25B | $17.10B | $13.28B | $10.54B | $8.44B | $6.67B | $5.37B | |
| Net Income TTM | $7.46B | $6.20B | $4.14B | $208M | $1.44B | $4.07B | $126M | $1.11B | $360M | $323M | $-47M | $-263M | |
| Market Cap | $197.22B | $328.72B | $272.94B | $169.48B | $230.07B | $207.29B | $162.80B | $117.02B | $80.59B | $55.96B | $45.66B | $36.73B | |
| Enterprise Value | $204.33B | $328.30B | $273.89B | $173.07B | $235.20B | $203.77B | $161.33B | $117.52B | $79.76B | · | · | · | |
| P/E | 27.2 | 53.7 | 66.9 | 799.9 | 157.2 | 51.5 | 1215.4 | 106.3 | 232.5 | 172.0 | -972.3 | -134.4 | |
| P/S | 4.7 | 8.7 | 7.8 | 5.4 | 8.7 | 9.8 | 9.5 | 8.8 | 7.6 | 6.6 | 6.8 | 6.8 | |
| P/B | 3.3 | 5.4 | 4.6 | 2.9 | 4.0 | 5.0 | 4.8 | 7.5 | 8.6 | 7.5 | 9.1 | 9.2 | |
| P / Tangible Book | · | 60.2 | 47.5 | 63.6 | 189.2 | 18.7 | · | · | · | · | · | · | |
| P / Cash Flow | 13.2 | 25.1 | 26.7 | 23.8 | 38.3 | 43.2 | 37.6 | 34.4 | 29.4 | 25.9 | 28.3 | 31.3 | |
| P / FCF | 13.7 | 26.4 | 28.7 | 26.8 | 43.5 | 50.7 | 44.1 | 41.7 | 36.6 | 33.0 | 34.4 | 41.6 | |
| EV / EBITDA | 21.4 | 40.0 | 44.8 | 89.5 | 191.8 | 197.1 | 214.5 | 219.7 | 338.3 | · | · | · | |
| EV / FCF | 14.2 | 26.4 | 28.8 | 27.4 | 44.5 | 49.8 | 43.7 | 41.9 | 36.2 | · | · | · | |
| EV / Revenue | 4.9 | 8.7 | 7.9 | 5.5 | 8.9 | 9.6 | 9.4 | 8.8 | 7.6 | · | · | · | |
| Dividend Yield | 0.80% | 0.47% | 0.00% | 0.00% | · | · | · | · | · | · | · | · | |
| Earnings Yield | 3.7% | 1.9% | 1.5% | 0.13% | 0.64% | 1.9% | 0.08% | 0.94% | 0.43% | 0.58% | -0.10% | -0.74% | |
| Payout Ratio | 21.3% | 24.8% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $1.59B | $1.54B | $0 | $0 | · | · | · | · | · | · | · | · |
损益表 17
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $11.13B | $11.20B | $10.26B | $10.24B | $9.83B | $9.99B | $9.44B | $9.32B | $9.13B | $9.29B | $8.72B | $8.60B | $8.25B | $8.38B | $7.84B | $7.72B | |
| Cost of Revenue | $2.57B | $2.51B | $2.25B | $2.24B | $2.27B | $2.22B | $2.10B | $2.16B | $2.16B | $2.15B | $2.15B | $2.11B | $2.12B | $2.10B | $2.09B | $2.13B | |
| Gross Profit | $8.56B | $8.69B | $8.00B | $7.99B | $7.56B | $7.78B | $7.34B | $7.17B | $6.97B | $7.14B | $6.57B | $6.49B | $6.12B | $6.28B | $5.75B | $5.59B | |
| R&D Expense | $1.63B | $1.62B | $1.43B | $1.48B | $1.46B | $1.42B | $1.36B | $1.35B | $1.37B | $1.27B | $1.20B | $1.22B | $1.21B | $1.13B | $1.28B | $1.33B | |
| SG&A Expense | $740M | $902M | $667M | $734M | $697M | $767M | $711M | $711M | $647M | $632M | $632M | $632M | $638M | $586M | $664M | $647M | |
| Operating Expenses | $6.22B | $6.82B | $5.82B | $5.66B | $5.62B | $5.96B | $5.45B | $5.38B | $5.26B | $5.52B | $5.06B | $5.01B | $5.71B | $5.93B | $5.29B | $5.40B | |
| Operating Income | $2.35B | $1.87B | $2.19B | $2.33B | $1.94B | $1.82B | $1.89B | $1.78B | $1.71B | $1.62B | $1.50B | $1.48B | $412M | $357M | $460M | $193M | |
| Interest Income | $109M | $81M | $139M | $150M | $169M | $125M | $145M | $181M | $196M | · | · | · | · | · | · | · | |
| Other Non-op | $133M | $-52M | $61M | $68M | $163M | $72M | $70M | $91M | $121M | $58M | $58M | $45M | $55M | $-10M | $-8M | $-57M | |
| Pretax Income | $2.72B | $2.63B | $2.51B | $2.41B | $1.97B | $1.99B | $1.75B | $1.84B | $1.87B | $1.65B | $1.49B | $1.49B | $326M | $33M | $475M | $181M | |
| Income Tax | $614M | $685M | $426M | $519M | $433M | $280M | $219M | $408M | $334M | $199M | $263M | $225M | $127M | $131M | $265M | $113M | |
| Net Income | $2.11B | $1.94B | $2.09B | $1.89B | $1.54B | $1.71B | $1.53B | $1.43B | $1.53B | $1.45B | $1.22B | $1.27B | $199M | $-98M | $210M | $68M | |
| EPS (Basic) | $2.43 | $2.07 | $2.20 | $1.97 | $1.61 | $1.78 | $1.60 | $1.48 | $1.58 | $1.49 | $1.26 | $1.30 | $0.20 | $-0.10 | $0.21 | $0.07 | |
| EPS (Diluted) | $2.42 | $2.06 | $2.19 | $1.96 | $1.59 | $1.75 | $1.58 | $1.47 | $1.56 | $1.47 | $1.25 | $1.28 | $0.20 | $-0.10 | $0.21 | $0.07 | |
| Shares (Basic) | 868,000,000 | -1,914,000,000 | 948,000,000 | 956,000,000 | 960,000,000 | -1,928,000,000 | 956,000,000 | 964,000,000 | 970,000,000 | -1,953,000,000 | 972,000,000 | 975,000,000 | 980,000,000 | -1,993,000,000 | 997,000,000 | 997,000,000 | |
| Shares (Diluted) | 871,000,000 | -1,928,000,000 | 952,000,000 | 962,000,000 | 970,000,000 | -1,949,000,000 | 965,000,000 | 973,000,000 | 985,000,000 | -1,971,000,000 | 981,000,000 | 986,000,000 | 988,000,000 | -2,005,000,000 | 1,000,000,000 | 1,001,000,000 | |
| EBITDA | $2.35B | · | $2.19B | $2.33B | $1.94B | · | $1.89B | $1.78B | $1.71B | · | $1.50B | $1.48B | $412M | · | $460M | $193M |
资产负债表 21
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $8.94B | $7.33B | $8.98B | $10.37B | $10.93B | $8.85B | $8.00B | $7.68B | $9.96B | · | $6.45B | $6.77B | $9.15B | · | $6.08B | $6.93B | |
| Receivables | $5.08B | $14.34B | $5.47B | $5.60B | $4.35B | $11.95B | $4.74B | $5.39B | $4.27B | · | $4.85B | $5.40B | $4.63B | · | $4.28B | $4.75B | |
| Prepaid Expense | $2.63B | $2.24B | $2.43B | $2.50B | $2.18B | $1.78B | $2.09B | $1.98B | $1.80B | · | $1.73B | $1.56B | $1.60B | · | $1.47B | $1.44B | |
| Current Assets | $21.61B | $28.22B | $21.06B | $25.33B | $25.87B | $29.73B | $21.43B | $21.86B | $25.60B | · | $20.20B | $21.14B | $21.98B | · | $19.21B | $21.25B | |
| Goodwill | $59.29B | $57.94B | $52.46B | $51.44B | $51.28B | $51.28B | $49.09B | $48.94B | $48.94B | $48.62B | $48.61B | $48.57B | $48.57B | $48.57B | $48.55B | $48.57B | |
| Intangibles | $6.65B | $6.82B | $3.49B | $3.67B | $4.03B | $4.43B | $4.12B | $4.42B | $4.87B | · | $5.74B | $6.18B | $6.65B | · | $7.60B | $8.07B | |
| Other Non-current Assets | $3.40B | $3.63B | $4.33B | $4.60B | $4.89B | $4.77B | $4.21B | $4.03B | $3.74B | · | $3.18B | $2.98B | $2.86B | · | $2.68B | $2.67B | |
| Total Assets | $106.68B | $112.31B | $95.14B | $97.57B | $98.61B | $102.93B | $91.39B | $92.18B | $96.18B | · | $91.02B | $92.45B | $93.54B | · | $91.88B | $94.15B | |
| Current Liabilities | $27.50B | $37.12B | $21.41B | $22.53B | $24.20B | $27.98B | $19.38B | $21.00B | $23.15B | · | $19.39B | $20.80B | $21.63B | · | $18.23B | $20.08B | |
| Capital Leases | $2.05B | $2.19B | $2.14B | $2.22B | $2.34B | $2.38B | $2.42B | $2.40B | $2.52B | · | $2.76B | $2.87B | $2.88B | · | $2.83B | $2.58B | |
| Other Non-current Liabilities | $3.62B | $3.42B | $3.14B | $3.06B | $2.97B | $2.96B | $2.64B | $2.71B | $2.40B | · | $2.35B | $2.27B | $2.20B | · | $2.06B | $1.97B | |
| Total Liabilities | $72.44B | $53.16B | $35.12B | $36.24B | $37.94B | $41.76B | $32.87B | $34.55B | $36.50B | · | $32.93B | $34.37B | $36.13B | · | $32.53B | $34.05B | |
| Long-term Debt | $39.28B | $14.44B | $8.44B | $8.44B | $8.44B | $8.43B | $8.43B | $8.43B | $9.43B | · | $9.43B | $9.42B | $9.60B | · | $10.60B | $10.60B | |
| Total Debt | $39.28B | · | $8.44B | $8.44B | $8.44B | · | $8.43B | $8.43B | $9.43B | · | $9.43B | $9.42B | $9.60B | · | $10.60B | $10.60B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | $1M | |
| Retained Earnings | $23.95B | $22.22B | $20.67B | $18.99B | $17.50B | $16.37B | $15.05B | $13.91B | $12.87B | · | $10.28B | $9.05B | $7.78B | · | $7.68B | $7.47B | |
| Treasury Stock | $55.03B | $32.23B | $28.25B | $24.41B | $22.20B | $19.51B | $19.41B | $18.18B | $13.86B | · | $10.00B | $8.06B | $6.14B | · | $1.74B | · | |
| AOCI | $395M | $313M | $154M | $47M | $-130M | $-266M | $-225M | $-236M | $-270M | · | $-331M | $-258M | $-255M | · | $-481M | $-355M | |
| Stockholders' Equity | $34.23B | $59.14B | $60.02B | $61.33B | $60.67B | $61.17B | $58.52B | $57.63B | $59.68B | $59.65B | $58.09B | $58.08B | $57.41B | $58.36B | $59.35B | $60.10B | |
| Liabilities + Equity | $106.68B | $112.31B | $95.14B | $97.57B | $98.61B | $102.93B | $91.39B | $92.18B | $96.18B | · | $91.02B | $92.45B | $93.54B | · | $91.88B | $94.15B | |
| Shares Outstanding | · | 929,000,000 | · | · | · | 962,000,000 | · | · | · | · | · | · | · | · | · | · |
现金流 13
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $985M | $1.12B | $851M | $817M | $843M | $877M | $814M | $907M | $879M | $953M | $862M | $890M | $1.25B | $1.03B | $941M | $907M | |
| Stock-based Comp | $857M | $1.08B | $819M | $793M | $814M | $803M | $820M | $810M | $750M | $674M | $693M | $724M | $696M | $809M | $843M | $851M | |
| Restructuring | $80M | $286M | $260M | $4M | $36M | $298M | $56M | $99M | $8M | $173M | $55M | $49M | $711M | $828M | $0 | $0 | |
| Operating Cash Flow | $6.70B | $5.46B | $2.32B | $740M | $6.48B | $3.97B | $1.98B | $892M | $6.25B | $3.40B | $1.53B | $808M | $4.49B | $2.79B | $313M | $334M | |
| CapEx | $145M | $141M | $139M | $135M | $179M | $154M | $204M | $137M | $163M | $147M | $166M | $180M | $243M | $218M | $198M | $203M | |
| Investing Cash Flow | $-2.18B | $-8.71B | $519M | $1.17B | $-1.57B | $-2.94B | $-217M | $2.64B | $-2.65B | $-468M | $-54M | $-1.15B | $347M | $312M | $533M | $-377M | |
| Stock Repurchased | $27.25B | $3.94B | $3.80B | $2.23B | $2.63B | $76M | $1.28B | $4.33B | $2.13B | $1.69B | $1.93B | $1.95B | $2.05B | $2.32B | $1.68B | $0 | |
| Net Stock Activity | $-27.25B | · | $-3.80B | $-2.23B | $-2.63B | · | $-1.28B | $-4.33B | $-2.13B | · | $-1.93B | $-1.95B | $-2.05B | · | $-1.68B | · | |
| Dividends Paid | $365M | $391M | $395M | $399M | $402M | $383M | $382M | $384M | $388M | $0 | $0 | $0 | $0 | · | · | · | |
| Financing Cash Flow | $-2.92B | $1.59B | $-4.24B | $-2.50B | $-2.92B | $-73M | $-1.45B | $-5.80B | $-2.11B | $-946M | $-1.76B | $-2.05B | $-2.72B | $-2.22B | $-1.68B | $136M | |
| Net Change in Cash | $1.61B | $-1.65B | $-1.39B | $-563M | $2.08B | $851M | $315M | $-2.28B | $1.49B | $2.02B | $-319M | $-2.38B | $2.14B | $940M | $-855M | $72M | |
| Taxes Paid | $239M | $159M | $133M | $891M | $99M | $673M | $471M | $823M | $94M | $318M | $458M | $129M | $122M | $120M | $113M | $96M | |
| Free Cash Flow | $6.56B | · | $2.18B | $605M | $6.30B | · | $1.78B | $755M | $6.08B | · | $1.37B | $628M | $4.25B | · | $115M | $131M |
盈利能力 8
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 76.9% | · | 78.0% | 78.1% | 77.0% | · | 77.7% | 76.8% | 76.3% | · | 75.3% | 75.4% | 74.2% | · | 73.4% | 72.5% | |
| Operating Margin | 21.1% | · | 21.3% | 22.8% | 19.8% | · | 20.0% | 19.1% | 18.7% | · | 17.2% | 17.2% | 5.0% | · | 5.9% | 2.5% | |
| Net Margin | 18.9% | · | 20.3% | 18.4% | 15.7% | · | 16.2% | 15.3% | 16.8% | · | 14.0% | 14.7% | 2.4% | · | 2.7% | 0.88% | |
| Pretax Margin | 24.4% | · | 24.5% | 23.5% | 20.1% | · | 18.5% | 19.7% | 20.4% | · | 17.1% | 17.3% | 4.0% | · | 6.1% | 2.3% | |
| EBITDA Margin | 21.1% | · | 21.3% | 22.8% | 19.8% | · | 20.0% | 19.1% | 18.7% | · | 17.2% | 17.2% | 5.0% | · | 5.9% | 2.5% | |
| ROA | 2.1% | · | 2.2% | 2.0% | 1.6% | · | 1.7% | 1.6% | 1.6% | · | 1.3% | 1.4% | 0.21% | · | 0.23% | 0.07% | |
| ROE | 4.4% | · | 3.5% | 3.2% | 2.6% | · | 2.6% | 2.5% | 2.6% | · | 2.1% | 2.1% | 0.34% | · | 0.36% | 0.12% | |
| ROIC | 2.5% | · | 2.6% | 2.6% | 2.2% | · | 2.5% | 2.1% | 2.0% | · | 1.8% | 1.9% | 0.38% | · | 0.29% | 0.10% |
流动性与偿付能力 4
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.1 | |
| Quick Ratio | 0.5 | · | 0.7 | 0.7 | 0.6 | · | 0.7 | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | 0.6 | |
| Debt / Equity | 1.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | |
| LT Debt / Equity | 1.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.2 | 0.2 |
效率 2
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 2.4 | · | 2.0 | 1.9 | 2.3 | · | 2.0 | 1.7 | 2.1 | · | 1.9 | 1.7 | 1.9 | · | 1.9 | 1.8 |
估值 (TTM) 6
| 指标 | 趋势 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $41.46B | · | $39.77B | $38.83B | $37.73B | · | $36.62B | $35.78B | $34.70B | · | $33.41B | $32.41B | $31.21B | · | $29.83B | $28.33B | |
| Net Income TTM | $7.62B | · | $7.04B | $6.38B | $6.03B | · | $5.71B | $5.45B | $4.22B | · | $2.90B | $1.74B | $505M | · | $774M | $1.10B | |
| P/E | 21.6 | · | 35.6 | 39.1 | 43.3 | · | 49.7 | 46.5 | 62.7 | · | 68.3 | 127.8 | 389.0 | · | 208.4 | 162.8 | |
| Earnings Yield | 4.6% | · | 2.8% | 2.5% | 2.3% | · | 2.0% | 2.1% | 1.6% | · | 1.5% | 0.78% | 0.26% | · | 0.48% | 0.61% | |
| Payout Ratio | 17.3% | · | 18.9% | 21.1% | 26.1% | · | 25.0% | 26.9% | 25.3% | · | · | · | · | · | · | · | |
| Annual Payout | $1.56B | · | $1.58B | $1.57B | $1.56B | · | $1.15B | $772M | $388M | · | · | · | · | · | · | · |
财务报表 损益表、资产负债表、现金流量表 — 年度,近5年
损益表
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 收入 | $41.52B | $37.90B | $34.86B | $31.35B | $26.49B |
| 毛利率 % | 77.7% | 77.2% | 75.5% | 73.3% | 73.5% |
| 营业利润率 % | 20.1% | 19.0% | 14.4% | 3.3% | 2.1% |
| 净收入 | $7.46B | $6.20B | $4.14B | $208M | $1.44B |
| 稀释后每股收益 (EPS) | $7.80 | $6.36 | $4.20 | $0.21 | $1.48 |
资产负债表
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 负债/股东权益比率 | 0.2 | 0.1 | 0.2 | 0.2 | 0.2 |
| 流动比率 | 0.8 | 1.1 | 1.1 | 1.0 | 1.0 |
| 速动比率 | 0.6 | 0.7 | 0.7 | 0.7 | 0.7 |
现金流
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 自由现金流 | $14.40B | $12.43B | $9.50B | $6.31B | $5.28B |
最新新闻 提及该公司的近期头条新闻
- Palantir vs. Salesforce: Two Visions of Enterprise AI, One Clear Winner
- Circle Internet Group 对决 Salesforce:2026年哪只科技股更值得买入?
- What Salesforce’s (CRM) $1.6 Billion VA Contract Signals for Its Government Cloud Strategy
- Salesforce (CRM) 对企业级 AI 部署的影响
- CRM Stock: A Cash Gusher At A Marked-Down Price
- Noteworthy Monday Option Activity: GPN, CRM, PYPL
- Did Salesforce Just Figure Out How to Beat the "SaaSpocalypse" With Its New Acquisition? Shares Are an Incredible Bargain If It Did.
- CRM 股价预警:Salesforce 触及 52 周新低,投资者须知
- Is Salesforce, Inc. (CRM) A Good Stock To Buy Now?
- Salesforce (CRM) Signs Definitive Agreement to Acquire Contentful
我的指标 您的个人关注列表 — 来自完整基本面的选定行
选择对您重要的指标 — 点击上方完整基本面中任意行的 ➕。
您的选择已保存,并会跟随您浏览所有股票。
机构持有人 (13F) 2861 家申报者 · $73.6B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 199 (-101 与上一季度对比) | 325 (-109 与上一季度对比) | 865 (-229 与上一季度对比) | 1254 (+84 与上一季度对比) | -21.9M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $8156538619 | 52065228 | 11.08% | 股份 |
| STATE STREET CORP | $7050474573 | 44869478 | 9.58% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $2680145208 | 17132354 | 3.64% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2522965748 | 16104722 | 3.43% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2080227356 | 13278612 | 2.83% | 股份 |
| Capital Research Global Investors | $1839666446 | 11742835 | 2.50% | 股份 |
| JANE STREET GROUP, LLC | $1525461084 | 9737400 | 2.07% | 卖出期权 |
| Sanders Capital, LLC | $1506341358 | 9615354 | 2.05% | 股份 |
| JANE STREET GROUP, LLC | $1399255788 | 8931800 | 1.90% | 买入期权 |
| NORGES BANK | $1385566524 | 8844418 | 1.88% | 股份 |
| Capital World Investors | $1360989000 | 8687365 | 1.85% | 股份 |
| Capital International Investors | $1277270644 | 8152033 | 1.74% | 股份 |
| BANK OF AMERICA CORP /DE/ | $948130132 | 6052152 | 1.29% | 股份 |
| AMERIPRISE FINANCIAL INC | $937531320 | 5980217 | 1.27% | 股份 |
| Independent Franchise Partners LLP | $911579004 | 5818837 | 1.24% | 股份 |
| LOOMIS SAYLES & CO L P | $891245900 | 5689046 | 1.21% | 股份 |
| FMR LLC | $860647393 | 5493728 | 1.17% | 股份 |
| Alyeska Investment Group, L.P. | $730349703 | 4662005 | 0.99% | 股份 |
| Pictet Asset Management Holding SA | $713512980 | 4554286 | 0.97% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $711894059 | 4544198 | 0.97% | 股份 |
| FIRST TRUST ADVISORS LP | $702493666 | 4484194 | 0.95% | 股份 |
| Grantham, Mayo, Van Otterloo & Co. LLC | $693680362 | 4427933 | 0.94% | 股份 |
| Fisher Asset Management, LLC | $600360857 | 3832253 | 0.82% | 股份 |
| VICTORY CAPITAL MANAGEMENT INC | $594336572 | 3793799 | 0.81% | 股份 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $552341332 | 3525733 | 0.75% | 股份 |
| Qube Research & Technologies Ltd | $543689157 | 3470504 | 0.74% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $529389199 | 3379224 | 0.72% | 股份 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $492066810 | 3140986 | 0.67% | 股份 |
| ValueAct Holdings, L.P. | $469119780 | 2994509 | 0.64% | 股份 |
| BARCLAYS PLC | $446908369 | 2852728 | 0.61% | 股份 |
| GOLDMAN SACHS GROUP INC | $417379043 | 2664235 | 0.57% | 股份 |
| Swiss National Bank | $352403067 | 2249477 | 0.48% | 股份 |
| ALLIANCEBERNSTEIN L.P. | $341203079 | 1827841 | 0.46% | 股份 |
| JANE STREET GROUP, LLC | $327944838 | 2093354 | 0.45% | 股份 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $325636609 | 2078620 | 0.44% | 股份 |
| National Pension Service | $322265129 | 2057099 | 0.44% | 股份 |
| PeakShares LLC | $319586000 | 2040 | 0.43% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $319211059 | 2037604 | 0.43% | 股份 |
| BlackRock, Inc. | $314688582 | 2008736 | 0.43% | 股份 |
| Sumitomo Mitsui Trust Group, Inc. | $314173954 | 2005451 | 0.43% | 股份 |
| FERNBRIDGE CAPITAL MANAGEMENT LP | $302129933 | 1928571 | 0.41% | 股份 |
| Legal & General Group Plc | $292405110 | 1866495 | 0.40% | 股份 |
| WELLINGTON MANAGEMENT GROUP LLP | $286010402 | 1825676 | 0.39% | 股份 |
| Vanguard Global Advisers, LLC | $281611703 | 1797598 | 0.38% | 股份 |
| FIRST MANHATTAN CO. LLC. | $273361360 | 1740423 | 0.37% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $270802476 | 1728600 | 0.37% | 卖出期权 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $262787679 | 1407766 | 0.36% | 股份 |
| WOLVERINE TRADING, LLC | $256644210 | 1047100 | 0.35% | 买入期权 |
| California Public Employees Retirement System | $255344207 | 1629926 | 0.35% | 股份 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $252021754 | 1603956 | 0.34% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $248389600 | 1585533 | 0.34% | 股份 |
| VANGUARD ASSET MANAGEMENT, Ltd | $247599720 | 1580491 | 0.34% | 股份 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $244679734 | 1561852 | 0.33% | 股份 |
| UBS Group AG | $235282954 | 1501870 | 0.32% | 股份 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $220251427 | 1405920 | 0.30% | 股份 |
| RHUMBLINE ADVISERS | $219422570 | 1400630 | 0.30% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $219073344 | 1398400 | 0.30% | 买入期权 |
| MILLENNIUM MANAGEMENT LLC | $209783406 | 1339100 | 0.28% | 买入期权 |
| NORDEA INVESTMENT MANAGEMENT AB | $202456103 | 1308194 | 0.28% | 股份 |
| LPL Financial LLC | $192302942 | 1227518 | 0.26% | 股份 |
| Sustainable Growth Advisers, LP | $191801658 | 1224318 | 0.26% | 股份 |
| Assenagon Asset Management S.A. | $190023567 | 1212968 | 0.26% | 股份 |
| Longview Partners (Guernsey) LTD | $186852455 | 1192726 | 0.25% | 股份 |
| Walleye Trading LLC | $178216416 | 1137600 | 0.24% | 买入期权 |
| PEAK6 LLC | $176305164 | 1125400 | 0.24% | 卖出期权 |
| ENVESTNET ASSET MANAGEMENT INC | $156934786 | 1001763 | 0.21% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $156923815 | 1001684 | 0.21% | 股份 |
| Focus Partners Wealth | $156269315 | 997437 | 0.21% | 股份 |
| Walleye Trading LLC | $154012446 | 983100 | 0.21% | 卖出期权 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $153114574 | 820242 | 0.21% | 股份 |
| UBS Group AG | $152781568 | 975243 | 0.21% | 买入期权 |
| GOLDMAN SACHS GROUP INC | $151098570 | 964500 | 0.21% | 卖出期权 |
| AMF Tjanstepension AB | $145870199 | 931126 | 0.20% | 股份 |
| NEW YORK STATE COMMON RETIREMENT FUND | $145625183 | 929562 | 0.20% | 股份 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $141038021 | 900281 | 0.19% | 股份 |
| D. E. Shaw & Co., Inc. | $140633682 | 897700 | 0.19% | 卖出期权 |
| Employees Provident Fund Board | $140069236 | 894097 | 0.19% | 股份 |
| Squarepoint Ops LLC | $138283782 | 882700 | 0.19% | 买入期权 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $137725916 | 879139 | 0.19% | 股份 |
| PEAK6 LLC | $136748514 | 872900 | 0.19% | 买入期权 |
| CAPITAL FUND MANAGEMENT S.A. | $135448549 | 864602 | 0.18% | 股份 |
| PRUDENTIAL FINANCIAL INC | $132285114 | 844409 | 0.18% | 股份 |
| Select Equity Group, L.P. | $129802680 | 828563 | 0.18% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $129279177 | 827281 | 0.18% | 股份 |
| Alecta Tjanstepension Omsesidigt | $128624126 | 821040 | 0.17% | 股份 |
| D. E. Shaw & Co., Inc. | $128523864 | 820400 | 0.17% | 买入期权 |
| Nuveen Asset Management, LLC | $122755612 | 367169 | 0.17% | 股份 |
| AVIVA PLC | $119838790 | 764961 | 0.16% | 股份 |
| Qube Research & Technologies Ltd | $118951938 | 759300 | 0.16% | 卖出期权 |
| BLS Capital Fondsmaeglerselskab A/S | $116999171 | 746835 | 0.16% | 股份 |
| AKRE CAPITAL MANAGEMENT LLC | $112450391 | 717799 | 0.15% | 股份 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $111399986 | 711094 | 0.15% | 股份 |
| Brandywine Global Investment Management, LLC | $109991162 | 415202 | 0.15% | 股份 |
| Quantinno Capital Management LP | $107960743 | 689140 | 0.15% | 股份 |
| JONES FINANCIAL COMPANIES LLLP | $107584339 | 679323 | 0.15% | 股份 |
| PFA Pension, Forsikringsaktieselskab | $107514696 | 686293 | 0.15% | 股份 |
| Retirement Systems of Alabama | $106351618 | 678869 | 0.14% | 股份 |
| FRANKLIN RESOURCES INC | $105936939 | 676222 | 0.14% | 股份 |
| Mondrian Investment Partners LTD | $104107620 | 664545 | 0.14% | 股份 |
| Asset Management One Co., Ltd. | $101944967 | 546124 | 0.14% | 股份 |
公司内部人士 58 位内幕人士 · 35 位高管 · 25 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Marc Benioff | Chair and CEO | 2026年4月22日 F | 11934486 | 0 | 306 | $-29510681 |
| Brian Millham | Advisor to CEO | 2025年4月22日 M | 6487 | 0 | 0 | $0 |
| Keith Block | co-CEO | 2020年2月22日 M | 60147 | 0 | 0 | $0 |
| Amy E Weaver | President and CFO | 2025年3月17日 M | 46750 | 0 | 0 | $0 |
| Mark J Hawkins | President and CFO | 2021年1月22日 M | 12484 | 0 | 0 | $0 |
| Graham Smith | Chief Financial Officer | 2014年7月25日 M | 91986 | 0 | 0 | $0 |
| Steven Cakebread | Chief Financial Officer | 2008年2月28日 M | 178604 | 0 | 0 | $0 |
| Miguel Milano | President and CRO | 2026年6月22日 M | 37770 | 0 | 0 | $0 |
| Sabastian Niles | President and CLO | 2026年6月22日 M | 26295 | 0 | 0 | $0 |
| Robin L Washington | President and COFO | 2026年6月22日 M | 48827 | 0 | 0 | $0 |
| Brent Hyder | President/Chief People Officer | 2023年8月30日 M | 8933 | 0 | 0 | $0 |
| Daniel Blair Crump | President, Global Enterprise | 2014年1月28日 M | 17472 | 0 | 0 | $0 |
| Jim Steele | President, WW Sales | 2010年3月10日 M | 6612 | 0 | 0 | $0 |
| John Freeland | President of Worldwide Operati | 2007年2月27日 A | — | 0 | 0 | $0 |
| George Hu | Chief Operating Officer | 2014年11月27日 M | 32058 | 0 | 0 | $0 |
| Srinivas Tallapragada | Chief Eng/Cust Success Officer | 2026年7月22日 M | 71067 | 0 | 0 | $0 |
| Parker Harris | Co-Founder and CTO, Slack | 2026年7月22日 M | 163288 | 0 | 5 | $-31605018 |
| Guy Wanger | EVP & Chief Accounting Officer | 2026年6月22日 A | — | 0 | 0 | $0 |
| Sundeep G. Reddy | EVP & Chief Accounting Officer | 2026年1月22日 M | 13912 | 0 | 0 | $0 |
| David R Schmaier | Chief Product & Impact Officer | 2025年4月22日 M | 33273 | 0 | 0 | $0 |
| Bret Steven Taylor | Vice Chair of the Board, CoCEO | 2023年1月22日 M | 901945 | 0 | 0 | $0 |
| Gavin Patterson | Pres. & Chief Revenue Officer | 2022年7月22日 M | 17282 | 0 | 0 | $0 |
| Joe Allanson | Chief Accounting Officer | 2021年7月26日 S | 31108 | 0 | 0 | $0 |
| Alexandre Dayon | Pres. & Chief Strategy Officer | 2020年4月22日 A | 74318 | 0 | 0 | $0 |
| Cynthia G. Robbins | Pres. and Chief People Officer | 2019年4月22日 M | 2920 | 0 | 0 | $0 |
| Maria Martinez | Pres., Sales & Cust. Success | 2018年4月5日 M | 13021 | 0 | 0 | $0 |
| Burke F Norton | EVP and Chief Legal Officer | 2017年6月5日 M | 511 | 0 | 0 | $0 |
| Stephen Fisher | EVP, Technology | 2014年5月29日 S | 0 | 0 | 0 | $0 |
| Frank Van Veenendaal | Vice Chairman | 2014年2月28日 M | 24579 | 0 | 0 | $0 |
| Hilarie A. Koplow | Pres, Global Sales and Ops | 2013年11月29日 M | 87152 | 0 | 0 | $0 |
| David Schellhase | EVP, Legal | 2011年5月27日 M | 6048 | 0 | 0 | $0 |
| Kenneth Juster | EVP, Law, Policy & Corp. Strat | 2010年2月27日 M | 6319 | 0 | 0 | $0 |
| Polly Ann Sumner | Pres., Chief Adoption Officer | 2010年2月26日 M | 7349 | 0 | 0 | $0 |
| David Moellenhoff | Chief Technology Officer | 2007年1月11日 S | 564332 | 0 | 0 | $0 |
| Jim Cavalieri | Chief Security & Risk Officer | 2007年1月9日 M | 130000 | 0 | 0 | $0 |
| David Blair Kirk | 董事 | 2026年5月22日 M | 14131 | 3 | 0 | $1866744 |
| John Victor Roos | 董事 | 2026年5月22日 M | 16848 | 0 | 0 | $0 |
| Amy Chang | 董事 | 2026年5月22日 M | 1732 | 0 | 0 | $0 |
| Mehra J. Sachin | 董事 | 2026年5月22日 M | 4965 | 0 | 0 | $0 |
| Craig Conway | 董事 | 2026年5月22日 M | 9496 | 0 | 0 | $0 |
| Oscar Munoz | 董事 | 2026年5月22日 M | 13549 | 0 | 0 | $0 |
| Laura Alber | 董事 | 2026年5月22日 M | 9972 | 2 | 0 | $500266 |
| Maynard G Webb JR | 董事 | 2026年5月22日 M | 3674 | 0 | 0 | $0 |
| Neelie Kroes | 董事 | 2026年5月22日 M | 8116 | 0 | 1 | $-929259 |
| DONALD ARNOLD W | 董事 | 2026年5月22日 M | 5415 | 0 | 0 | $0 |
| Susan Wojcicki | 董事 | 2024年5月22日 M | 4077 | 0 | 0 | $0 |
| Sanford Robertson | 董事 | 2023年5月22日 M | 30317 | 0 | 0 | $0 |
| HASSENFELD ALAN G | 董事 | 2023年5月22日 M | 84517 | 0 | 0 | $0 |
| Colin Powell | 董事 | 2021年8月22日 M | 62647 | 0 | 0 | $0 |
| Bernard Tyson | 董事 | 2019年8月22日 A | 7712 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖
激进投资者及 5%+ 股东 1 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| salesforce.com, inc. | 2013年6月10日 | — | 初始申报 | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF持仓 由 275 只交易所交易基金持有
权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| NITE · Capitol Series Trust | 4.01% | 6936 NS | 2026年4月30日 | N-PORT |
| AGIQ · Tidal Trust I | 3.85% | 2286 NS | 2026年5月31日 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 3.80% | 2067 NS | 2026年4月30日 | N-PORT |
| MBCC · Northern Lights Fund Trust IV | 3.75% | 36145 NS | 2026年5月31日 | N-PORT |
| CLOU · Global X Funds | 3.67% | 51580 NS | 2026年5月31日 | N-PORT |
| FMCX · Northern Lights Fund Trust IV | 3.35% | 20650 NS | 2026年5月31日 | N-PORT |
| FMCE · Northern Lights Fund Trust IV | 3.32% | 11729 NS | 2026年5月31日 | N-PORT |
| AOTG · EA Series Trust | 2.76% | 15160 NS | 2026年5月29日 | N-PORT |
| IVES · Wedbush Series Trust | 2.73% | 154067 NS | 2026年4月30日 | N-PORT |
| AIPI · ETF Opportunities Trust | 2.62% | 59662 NS | 2026年5月31日 | N-PORT |
| QLTY · GMO ETF Trust | 2.54% | 598674 NS | 2026年5月31日 | N-PORT |
| EQTY · Valued Advisers Trust | 2.49% | 185281 NS | 2026年4月30日 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 2.49% | 15792 NS | 2026年4月30日 | N-PORT |
| DJIA · Global X Funds | 2.20% | 21113 NS | 2026年4月30日 | N-PORT |
| DYLG · Global X Funds | 2.19% | 732 NS | 2026年4月30日 | N-PORT |
| VEGN · ETF Series Solutions | 2.19% | 19277 NS | 2026年4月30日 | N-PORT |
| LGRO · ALPS ETF Trust | 2.09% | 14720 NS | 2026年5月31日 | N-PORT |
| COWZ · Pacer Funds Trust | 1.76% | 1814459 NS | 2026年4月30日 | N-PORT |
| FLOW · Global X Funds | 1.76% | 2634 NS | 2026年5月31日 | N-PORT |
| QQWZ · Pacer Funds Trust | 1.76% | 4648 NS | 2026年4月30日 | N-PORT |
| SMRI · EA Series Trust | 1.73% | 53031 NS | 2026年4月30日 | N-PORT |
| TMFG · RBB Fund, Inc. | 1.71% | 31883 NS | 2026年5月31日 | N-PORT |
| GPTY · Tidal Trust II | 1.66% | 8678 NS | 2026年4月30日 | N-PORT |
| DDM · ProShares Trust | 1.66% | 45363 NS | 2026年5月31日 | N-PORT |
| XAIX · DBX ETF Trust | 1.57% | 12782 NS | 2026年5月31日 | N-PORT |
| TDVI · First Trust Exchange-Traded Fund IV | 1.56% | 36887 NS | 2026年4月30日 | N-PORT |
| ITAN · EA Series Trust | 1.41% | 6585 NS | 2026年5月29日 | N-PORT |
| FEGE · RBB Fund Trust | 1.40% | 141232 NS | 2026年5月31日 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 1.36% | 236851 NS | 2026年4月30日 | N-PORT |
| HAPI · Harbor ETF Trust | 1.33% | 35375 NS | 2026年4月30日 | N-PORT |
| AIQ · Global X Funds | 1.31% | 742887 NS | 2026年5月31日 | N-PORT |
| NULV · Nushares ETF Trust | 1.31% | 153723 NS | 2026年4月30日 | N-PORT |
| ALRG · ALLSPRING EXCHANGE-TRADED FUNDS T... | 1.29% | 543 NS | 2026年4月30日 | N-PORT |
| UDOW · ProShares Trust | 1.27% | 55674 NS | 2026年5月31日 | N-PORT |
| SNPV · DBX ETF Trust | 1.22% | 14751 NS | 2026年5月29日 | N-PORT |
| GDIV · Harbor ETF Trust | 1.22% | 15626 NS | 2026年4月30日 | N-PORT |
| SWP · Manager Directed Portfolios | 1.21% | 9770 NS | 2026年5月31日 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 1.20% | 138332 NS | 2026年5月31日 | N-PORT |
| PY · Principal Exchange-Traded Funds | 1.19% | 16732 NS | 2026年6月30日 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS T... | 1.10% | 6645 NS | 2026年4月30日 | N-PORT |
| PEVC · Pacer Funds Trust | 1.09% | 142 NS | 2026年4月30日 | N-PORT |
| REVS · Columbia ETF Trust I | 1.09% | 17448 NS | 2026年4月30日 | N-PORT |
| PSET · Principal Exchange-Traded Funds | 1.07% | 1970 NS | 2026年6月30日 | N-PORT |
| NULC · Nushares ETF Trust | 1.03% | 3321 NS | 2026年4月30日 | N-PORT |
| GURU · Global X Funds | 1.03% | 3402 NS | 2026年4月30日 | N-PORT |
| EGLE · Global X Funds | 1.02% | 118 NS | 2026年4月30日 | N-PORT |
| FFLV · FIDELITY COVINGTON TRUST | 1.01% | 994 NS | 2026年4月30日 | N-PORT |
| VALQ · AMERICAN CENTURY ETF TRUST | 0.99% | 18076 NS | 2026年5月31日 | N-PORT |
| BRCE · MFS Active Exchange Traded Funds ... | 0.98% | 1703 NS | 2026年5月31日 | N-PORT |
| OGIG · ALPS ETF Trust | 0.94% | 5679 NS | 2026年5月31日 | N-PORT |