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赛富时(CRM)
盘前
178.37
2.06
+1.17%
05:06 EDT
176.31
-3.79
-2.10%
行情数据延迟15分钟
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TimothyX
·
05-18
桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿美元）、Workday $Workday(WDAY)$ （96.5万股）、ServiceNow $ServiceNow(NOW)$ （133.8万股）、GoDaddy $Godaddy Inc.(GDDY)$ 等企业软体股，Adobe $Adobe(ADBE)$ 也被减持。与此同时大举涌入半导体：新建仓台积电 $台积电(TSM)$ 107.7万股（市值3.64亿美英伟达Q1最大新仓），增持英伟达82.8万股、亚马逊 $亚马逊(AMZN)$ 244万股、博通 $博通(AVGO)$ 66.9万股、美光 $美光科技(MU)$ 58.6万股。桥水的逻辑极其清晰：生成式AI正在降低企业软体的开发门槛，AI Agent可能大幅削减企业对传统SaaS席位需求，因此彻底放弃软体赛道，转向AI底层硬体和算力基础设施。
桥水基金（全球最大对冲基金，持仓224亿美元） 给出了最极致的表态——全面清仓Salesforce $赛富时(CRM)$ （卖出193万股、市值5.12亿...
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美股投资网
·
05-20 13:04
英伟达财报超重磅前瞻！被忽视的五大变量，正在改写6万亿市值剧本
美股周二的走势，再次印证了我们上周六《警惕！美股回调的风险逐渐增大！》的预警。 周二三大指数全线收跌，纳指领跌约0.8%，标普500也迎来连续第三个交易日的下行。眼下10年期美债收益率直逼4.69%的关键高位，全市场都在屏息等待周三盘后英伟达的财报。在这种“暴风雨前的宁静”下，避险情绪升温，大量短线资金选择落袋为安。 为数不多能逆势上涨的SaaS软件股牛股
$ServiceNow(NOW)$
，被我们美股投资网的AI量化选出来，发布在VIP社群 ，今天依然表现强势，稳步上涨了近 7%。 但获利的空间太大，我们预料NOW会出现回调，于是，提示提到104.7 美元止盈，锁定了这笔25%的利润。
$赛富时(CRM)$
$Credo Technology Group Holding Ltd(CRDO)$
随后，NOW 跌破101美元，再次显示我们高抛低吸的神级操作 这些我们在华尔街工作时获得的专业操盘技巧，录制成视频，发布在官网 免费看，够仗义吧！ https://Stockwe.com/col/videos 英伟达财报重磅前瞻 明天周三盘后，英伟达财报将再次炸场。 市场盯着的是GPU出货量，但我们美股投资网盯的是另外五件事——因为从高盛、大摩、瑞银的最新交叉验证中，我们发现了四家投行都没明说、但正在重塑英伟达竞争壁垒与业绩弹性的真正变量。 文章的最后，我还会把我的财报思路完整亮出来。 作为美股投资网的深度干货，本期文章含金量极高，一定要看到最后，收获超乎想象！ 华尔街核心财务预期 对即将公布的2027财年第一季度业绩，英伟达
英伟达财报超重磅前瞻！被忽视的五大变量，正在改写6万亿市值剧本
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曹阿大:
这波财报前 IV 61% 真有点贵 我也拿着英伟达 你会等盘后再动吗
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最后的筹码
·
05-13
$赛富时(CRM)$
真.夕阳行业
[喷血]
[喷血]
$赛富时(CRM)$ 真.夕阳行业[喷血] [喷血]
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2
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大灰鼠的幸福生活
·
05-12
$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$
五月第三周，垂直价差，开仓
$赛富时 垂直价差 260515 PUT 172.5/PUT 170.0$ 五月第三周，垂直价差，开仓
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Stark_3087
·
05-05
$赛富时(CRM)$
好多天高开低走，这是什么意思，吸筹？
$赛富时(CRM)$ 好多天高开低走，这是什么意思，吸筹？
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大灰鼠的幸福生活
·
04-27
$赛富时 垂直价差 260501 PUT 172.5/PUT 167.5$
四月第五周，5月1日到期，赛富时开仓
$赛富时 垂直价差 260501 PUT 172.5/PUT 167.5$ 四月第五周，5月1日到期，赛富时开仓
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小虎AV
·
04-24
NOW财报超预期，绩后大跌！被错杀了吗？
$ServiceNow(NOW)$
&
$IBM(IBM)$
绩后大跌，又把刚反弹两周的软件板块给带下去了… ServiceNow CEO接受采访，反驳了软件会被取代的担忧，表示大语言模型（LLMs）会被用在软件中，与软件共存： 但似乎市场并不买账，大家看到的是：保守的指引、地缘政治导致的订单延迟、入不敷出（AI收入艰难，另一边还在收购+投资）…… 大家有买软件板块的股票吗？
$ServiceNow(NOW)$
是被错杀吗？ 评论区分享你的观点，一起赢取虎币奖励！
$赛富时(CRM)$
$微软(MSFT)$
$甲骨文(ORCL)$
NOW财报超预期，绩后大跌！被错杀了吗？
精彩
勇敢_小虎:
没有错杀，传统软件商需要寻找新的出路，例如AI到加持，不能依赖老路，所以的需要创新，加油
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大灰鼠的幸福生活
·
04-20
$赛富时 垂直价差 260424 PUT 175.0/PUT 170.0$
四月第四周，垂直价差组合开仓
$赛富时 垂直价差 260424 PUT 175.0/PUT 170.0$ 四月第四周，垂直价差组合开仓
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虎港通
·
04-24
Google Cloud Next 2026落幕，一场发布会揭露三层投资机会，芯片到应用嘅钱点样赚？
各位小虎们大家好呀！刚结束的Google Cloud Next 2026大会，可以话系「乾货满满」的一场企业级AI盛会。谷歌不仅公布了第八代TPU、Gemini Enterprise Agent Platform等一系列重磅产品，更抛出了一个震撼市场的数字：2026年资本开支将达到1750亿至1850亿美元，较2025年接近翻倍，较2022年的310亿美元增长近六倍。对投资者而言，今次大会并非只是一场产品发布秀，而系一幅完整的 「三层投资地图」 ：底层是AI芯片与算力基础设施，中层是光互联、散热等配套技术，上层则是智能体平台与行业应用。小虎今天就同大家逐一拆解，睇下芯片到应用嘅钱可以点样赚。 大会焦点回顾：从芯片到智能体的完整版图 本届大会于2026年4月22日至24日在美国拉斯维加斯举行，同期举办为期四天的合作伙伴峰会。谷歌
$谷歌(GOOG)$
云首席执行官托马斯·库里安在主题演讲中提出了一个核心判断：「你无法通过拼凑碎片化的芯片和脱节的模型来创造真正的价值。你需要一种架构，其中芯片是为模型设计的，模型基于你的数据，智能体和应用用模型构建，并由基础设施提供安全保障。」这句话精准概括了谷歌的全栈AI战略。 大会的核心发布可以归纳为五个层面：芯片层（第八代TPU，训练与推理首次分家）、模型层（Gemini企业级能力增强）、平台层（Gemini Enterprise Agent Platform智能体编排平台）、数据层（Agentic Data Cloud打破数据孤岛）以及安全层（Agentic Defense AI驱动安全体系）。此外，谷歌还公布了与苹果、默克、Anthropic、Meta等巨头的重磅合作，标志著企业AI正从「概念验证」全面转向「规模化部署」。 这个数字背后释放的信号非常清
Google Cloud Next 2026落幕，一场发布会揭露三层投资机会，芯片到应用嘅钱点样赚？
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价值投资为王
·
04-13
软件行业太惨了，相关ETF年内下跌30%，主要是市场担忧AI会替代部分软件功能，而AI赢家
$费城半导体指数(SOX)$
涨超25%，软件股在这场AI革命中有没有被错杀？值得探讨，但很显然，如果是做投资，这个问题不值得浪费时间，因为我们只要找到能确定受益的行业或个股就够赚的了，寻找市场错杀的行业，没有极度深刻的认知，很容易犯错误！
$北美软件ETF-iShares(IGV)$
$赛富时(CRM)$
$微软(MSFT)$
$英伟达(NVDA)$
软件行业太惨了，相关ETF年内下跌30%，主要是市场担忧AI会替代部分软件功能，而AI赢家 $费城半导体指数(SOX)$ 涨超25%，软件股在这场AI革命...
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做时间朋友:
微软和赛富时是被错杀的
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公司概况
公司名称
赛富时
所属市场
NYSE
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.salesforce.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
赛富时公司于1999年2月在特拉华州注册成立。公司是全球领先的客户关系管理（CRM）技术，将公司和客户联系在一起。公司成立于1999年，通过现有和新兴技术（包括云、移动、社交、区块链、语音和人工智能（“AI”）等），公司使各种规模和行业的公司能够以新的方式与客户联系，从而实现业务转型。
04-30
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-01
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
03-16
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-13
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-12
[补充]招股说明书
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses
03-12
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-03
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
02-25
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-14
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2025-12-04
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
2025-12-03
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-12-02
关联方拟减持公告
Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元
Form 144 | Salesforce 高管 Parker Harris 拟减持134,662股，总价约3,160万美元
2025-11-18
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-11-18
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
分时
5日
日
周
月
数据加载中...
最高
177.34
今开
175.38
量比
0.81
最低
171.99
昨收
180.10
换手率
1.38%
热议股票
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