Wedmont Private Capital Boosts Salesforce Stake by 23%

Investment firm adds 3,565 shares of CRM provider in Q4 2025

Mar. 22, 2026 at 11:38am by Ben Kaplan

Got story updates? Submit your updates here. ›

Wedmont Private Capital increased its holdings in Salesforce Inc. (NYSE:CRM) by 23.2% during the fourth quarter of 2025, according to a recent SEC filing. The fund now owns 18,962 shares of the CRM provider's stock, valued at $5,046,000 as of the end of the quarter.

Why it matters

Salesforce is a leading provider of customer relationship management (CRM) software and other enterprise cloud applications. The company's stock has seen significant volatility in recent quarters, making it an attractive target for institutional investors like Wedmont Private Capital to potentially capitalize on price movements.

The details

Wedmont Private Capital acquired an additional 3,565 shares of Salesforce during Q4 2025, bringing its total position to 18,962 shares. This represents a 23.2% increase in the firm's Salesforce holdings compared to the prior quarter. Wedmont Private Capital's Salesforce position was valued at $5,046,000 as of the end of 2025.

  • Wedmont Private Capital filed its Q4 2025 SEC disclosure on March 22, 2026.

The players

Wedmont Private Capital

An investment management firm that focuses on public equity and fixed income investments.

Salesforce Inc.

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

Got photos? Submit your photos here. ›

The takeaway

Wedmont Private Capital's increased stake in Salesforce suggests the investment firm sees further upside potential in the CRM provider's stock, despite recent market volatility. This move aligns with broader institutional investor interest in Salesforce as a leading enterprise software company.