Wedmont Private Capital Boosts Salesforce Stake by 23%

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

Mar. 22, 2026 at 12:08pm by Ben Kaplan

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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 firm 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 cloud-based customer relationship management (CRM) software and enterprise applications. The company's strong performance and growth have made it an attractive investment for institutional investors like Wedmont Private Capital.

The details

Wedmont Private Capital acquired an additional 3,565 shares of Salesforce during the fourth quarter, bringing its total holdings to 18,962 shares. This represents a 23.2% increase in the firm's position in the CRM provider. Salesforce has seen strong demand for its cloud-based software offerings, which help organizations manage sales, service, marketing, commerce, and analytics.

  • Wedmont Private Capital filed its Q4 2025 holdings with the SEC on March 22, 2026.

The players

Wedmont Private Capital

An investment management firm that raised its holdings in Salesforce Inc. by 23.2% in the fourth quarter of 2025.

Salesforce Inc.

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

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The takeaway

Wedmont Private Capital's increased stake in Salesforce highlights the continued investor interest in the CRM provider's cloud-based software offerings, which have seen strong demand as organizations digitize their operations and customer engagement.