Aventura Private Wealth Acquires Salesforce Shares

Institutional investor buys 2,910 shares of CRM provider

Mar. 21, 2026 at 7:29am by Ben Kaplan

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Aventura Private Wealth LLC, an institutional investor, bought a new position in Salesforce Inc. (NYSE:CRM) during the 4th quarter, acquiring 2,910 shares of the CRM provider's stock valued at approximately $771,000.

Why it matters

This acquisition by Aventura Private Wealth reflects ongoing investor interest in Salesforce, a leading provider of cloud-based customer relationship management (CRM) software and enterprise applications. Salesforce's products have become increasingly essential for businesses of all sizes to manage sales, service, marketing, and e-commerce operations.

The details

According to a disclosure with the Securities and Exchange Commission, Aventura Private Wealth bought the 2,910 shares of Salesforce stock during the fourth quarter. This adds to the 80.43% of Salesforce's stock that is currently owned by institutional investors and hedge funds.

  • Aventura Private Wealth acquired the Salesforce shares during the 4th quarter of 2025.

The players

Aventura Private Wealth LLC

An institutional investor that bought a new position in Salesforce Inc. stock.

Salesforce Inc.

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

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The takeaway

Salesforce's cloud-based CRM and enterprise software solutions continue to attract investment interest from institutional investors like Aventura Private Wealth, underscoring the company's position as a leading player in the rapidly evolving business technology landscape.