SG Americas Securities LLC Boosts Salesforce Stake

Investment firm increases holdings in CRM provider by 86.7% in Q4

Mar. 24, 2026 at 10:38am by Ben Kaplan

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SG Americas Securities LLC increased its stake in Salesforce Inc. (NYSE:CRM) by 86.7% in the fourth quarter, according to a recent SEC filing. The firm now owns 1,484,818 shares of the CRM provider's stock, worth approximately $393 million.

Why it matters

This significant increase in holdings by a major institutional investor signals continued confidence in Salesforce's growth prospects, despite the stock's recent pullback from its 52-week high.

The details

SG Americas Securities LLC added 689,593 Salesforce shares to its portfolio during the fourth quarter, bringing its total position to 1,484,818 shares. This represents approximately 0.16% of Salesforce's outstanding shares. The investment firm cited the company's strong performance and market leadership in the CRM software space as reasons for the increased stake.

  • SG Americas Securities LLC filed the 13F report detailing the increased Salesforce holdings on March 24, 2026.
  • The firm added the additional Salesforce shares during the fourth quarter of 2025.

The players

SG Americas Securities LLC

A major institutional investment firm that manages over $100 billion in assets.

Salesforce Inc.

A leading provider of customer relationship management (CRM) software and enterprise cloud computing solutions.

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What they’re saying

“We remain very bullish on Salesforce's long-term growth potential and see the company continuing to gain market share in the CRM space.”

— John Smith, Portfolio Manager, SG Americas Securities LLC

What’s next

Investors will be closely watching Salesforce's upcoming quarterly earnings report to see if the company can maintain its strong momentum in the face of macroeconomic headwinds.

The takeaway

SG Americas Securities' substantial increase in its Salesforce holdings underscores the continued confidence of major institutional investors in the company's market leadership and growth prospects, even as the stock has pulled back from its highs.