Value Partners Investments Inc. Boosts Salesforce Holdings

The investment firm increased its stake in the CRM provider by 17.2% in the fourth quarter.

Mar. 22, 2026 at 11:25am by Ben Kaplan

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Value Partners Investments Inc. grew its holdings in Salesforce Inc. (NYSE:CRM) by 17.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor now owns 221,576 shares of the CRM provider's stock, worth $58.71 million.

Why it matters

This filing provides insight into the investment strategies and portfolio allocations of Value Partners Investments, a major institutional investor. Tracking changes in large investors' holdings can help identify trends and shifts in market sentiment around particular stocks.

The details

Value Partners Investments added 32,517 shares of Salesforce to its portfolio during the fourth quarter, bringing its total stake to 221,576 shares. Salesforce now makes up 4.5% of the firm's investment portfolio, making it the 9th largest holding.

  • Value Partners Investments filed its 13F report for the fourth quarter on March 22, 2026.

The players

Value Partners Investments Inc.

An institutional investment firm that manages a diversified portfolio of equity and fixed-income securities.

Salesforce Inc.

A global provider of cloud-based customer relationship management (CRM) and enterprise software solutions, headquartered in San Francisco.

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The takeaway

This filing indicates that a major institutional investor has increased its exposure to Salesforce, one of the leading CRM and enterprise software providers. This could signal growing confidence in the company's long-term prospects among sophisticated investors.