Clear Trail Advisors LLC Buys 2,867 Shares in Salesforce

The investment firm added to its stake in the CRM software provider during Q4 2026.

Mar. 24, 2026 at 8:37am by Ben Kaplan

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Clear Trail Advisors LLC purchased a new stake of 2,867 shares in Salesforce Inc. (NYSE:CRM) during the fourth quarter of 2026, according to a recent SEC filing. The shares were valued at approximately $759,000. Several other hedge funds also bought and sold Salesforce shares during the quarter.

Why it matters

Salesforce is one of the leading providers of customer relationship management (CRM) software and cloud-based enterprise applications. The company's stock has seen significant volatility over the past year, with the share price fluctuating between $174.57 and $296.05. Institutional investors like Clear Trail Advisors closely monitor Salesforce's performance and make strategic investments accordingly.

The details

According to the SEC filing, Clear Trail Advisors LLC purchased 2,867 shares of Salesforce stock in the fourth quarter of 2026. The shares were valued at approximately $759,000. Several other hedge funds also made transactions involving Salesforce stock during the same period, though the specific details of those trades were not disclosed.

  • Clear Trail Advisors LLC purchased the Salesforce shares in the fourth quarter of 2026.

The players

Clear Trail Advisors LLC

An investment management firm that purchased a new stake in Salesforce Inc. during the fourth quarter of 2026.

Salesforce Inc.

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

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The takeaway

The investment by Clear Trail Advisors in Salesforce shares reflects the firm's belief in the long-term growth potential of the CRM software provider. As Salesforce continues to expand its product offerings and customer base, institutional investors will likely continue to closely monitor the company's performance and make strategic investments accordingly.