CMH Wealth Management Boosts Salesforce Stake

Investment firm increases holdings in cloud software provider by 37.3% in Q4 2025

Mar. 27, 2026 at 8:38am by Ben Kaplan

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CMH Wealth Management LLC, a San Francisco-based investment management firm, increased its stake in Salesforce Inc. (NYSE: CRM) by 37.3% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 37,208 shares of the cloud-based CRM provider's stock, valued at $9.87 million as of the end of the quarter.

Why it matters

Salesforce is one of the leading cloud software companies, providing customer relationship management (CRM) and other enterprise applications. The increase in CMH Wealth Management's position suggests the firm sees continued growth potential in Salesforce's business, even as the stock has pulled back from its highs.

The details

According to the filing, CMH Wealth Management added 10,102 shares of Salesforce during the fourth quarter, bringing its total position to 37,208 shares. The firm's holdings now make up 2.1% of its overall portfolio. Salesforce has seen its stock price decline in recent months amid a broader tech selloff, but the company continues to report strong financial results and expand its product offerings.

  • CMH Wealth Management filed its Q4 2025 holdings disclosure on March 27, 2026.

The players

CMH Wealth Management LLC

A San Francisco-based investment management firm that oversees approximately $470 million in client assets.

Salesforce Inc.

A leading provider of cloud-based customer relationship management (CRM) software and other enterprise applications, headquartered in San Francisco.

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The takeaway

The increase in CMH Wealth Management's Salesforce stake suggests the firm sees long-term growth potential in the cloud software company, even as its stock has faced recent headwinds. Salesforce's position as a dominant player in the CRM market continues to attract investor interest.