Xponance Inc. Trims Stock Position in Salesforce Inc.

Institutional investor reduces holdings in CRM provider

Feb. 27, 2026 at 1:52pm by Ben Kaplan

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Xponance Inc., an institutional investor, has reduced its holdings in Salesforce Inc. (NYSE:CRM) by 3.0% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund now owns 151,306 shares of the CRM provider's stock, valued at $35,860,000 at the end of the reporting period.

Why it matters

This filing provides insight into the investment decisions of Xponance Inc., a notable institutional investor. Changes in large investor positions can signal broader market trends and influence the stock price of companies like Salesforce.

The details

Xponance Inc. sold 4,758 shares of Salesforce stock during the third quarter, reducing its total holdings to 151,306 shares. The stock was valued at $35,860,000 at the end of the reporting period.

  • Xponance Inc. reduced its Salesforce holdings during the third quarter of the year.

The players

Xponance Inc.

An institutional investor that manages assets for clients.

Salesforce Inc.

A global provider of cloud-based customer relationship management (CRM) and enterprise software solutions.

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The takeaway

This filing indicates that Xponance Inc., a notable institutional investor, has reduced its position in Salesforce, potentially signaling broader market trends or changes in the investor's outlook on the CRM provider's stock.