Cyndeo Wealth Partners Trims Salesforce Stake

Institutional investor reduces holdings in CRM by 82.4% in Q4 2025

Mar. 24, 2026 at 7:52am by Ben Kaplan

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Cyndeo Wealth Partners LLC, a financial advisory firm, decreased its stake in Salesforce Inc. (NYSE:CRM) by 82.4% during the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm's holdings in the CRM provider's stock dropped from 14,888 shares to just 2,620 shares, valued at $694,000 at the end of the reporting period.

Why it matters

Cyndeo Wealth Partners' significant reduction in its Salesforce position could signal a broader shift in investor sentiment around the enterprise software company. As a prominent institutional investor, Cyndeo's portfolio moves are closely watched by the market and may influence other firms' decisions to adjust their CRM holdings.

The details

In its 13F filing, Cyndeo Wealth Partners reported selling 12,268 shares of Salesforce during the fourth quarter. The firm cited unspecified reasons for the portfolio adjustment, which reduced its overall stake in the CRM provider by 82.4%. Salesforce's stock price has faced headwinds in recent months amid broader market volatility and concerns about the company's growth trajectory.

  • Cyndeo Wealth Partners filed its 13F report for the fourth quarter of 2025 on March 24, 2026.

The players

Cyndeo Wealth Partners LLC

A financial advisory firm that manages investments for institutional and high-net-worth clients.

Salesforce Inc.

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

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The takeaway

Cyndeo Wealth Partners' significant reduction in its Salesforce holdings could signal broader concerns about the company's growth prospects and the potential for a market downturn. Investors will be closely watching to see if other institutional investors follow suit in trimming their CRM positions.