Cambria Investment Management Boosts Salesforce Stake

Institutional investor increased holdings in CRM by over 600% in Q3

Mar. 20, 2026 at 8:03am by Ben Kaplan

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Cambria Investment Management L.P. increased its holdings in shares of Salesforce Inc. (NYSE:CRM) by 614.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor now owns 9,842 shares of the CRM provider's stock, worth $2.33 million at the end of the reporting period.

Why it matters

This filing indicates growing institutional interest and confidence in Salesforce, a leading provider of cloud-based customer relationship management (CRM) software. Cambria's substantial increase in its Salesforce stake suggests the firm sees strong potential in the company's future performance and growth prospects.

The details

Cambria Investment Management purchased an additional 8,464 shares of Salesforce in the third quarter, bringing its total holdings to 9,842 shares. This represents a 614.2% increase from the previous quarter. Salesforce is a dominant player in the CRM software market, offering a suite of products for sales, service, marketing, commerce, and analytics.

  • Cambria Investment Management increased its Salesforce holdings in the 3rd quarter of 2026.

The players

Cambria Investment Management L.P.

An institutional investment firm that manages over $6 billion in assets.

Salesforce Inc.

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

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The takeaway

Cambria's substantial increase in its Salesforce stake suggests growing institutional confidence in the company's long-term growth potential within the competitive CRM software market.