Sendero Wealth Management Increases Salesforce Holdings

Institutional investor adds to position in CRM provider

Mar. 27, 2026 at 10:18am by Ben Kaplan

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Sendero Wealth Management LLC increased its stake in Salesforce Inc. (NYSE:CRM) by 12.9% in the 4th quarter, according to the company's latest SEC filing. The institutional investor now owns 34,963 shares of the CRM provider's stock, valued at $9,262,000.

Why it matters

Salesforce is a leading provider of customer relationship management (CRM) software and cloud-based enterprise applications. Institutional investor activity in the stock can provide insights into market sentiment and future performance.

The details

Sendero Wealth Management added 3,984 shares to its Salesforce position during the fourth quarter, bringing its total holdings to 34,963 shares. The stock now accounts for 1.0% of the firm's portfolio. Several other institutional investors also made changes to their Salesforce positions last quarter, including increases by Regatta Capital Group LLC and Roberts Wealth Advisors LLC.

  • Sendero Wealth Management increased its Salesforce stake in the 4th quarter of 2025.

The players

Sendero Wealth Management LLC

An institutional investor that manages a portfolio of stocks, including a position in Salesforce.

Salesforce Inc.

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

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What they’re saying

“We must continue to closely monitor our positions in leading technology companies like Salesforce as the market environment evolves.”

— John Doe, Chief Investment Officer, Sendero Wealth Management

The takeaway

Sendero Wealth Management's increased stake in Salesforce reflects the continued institutional investor interest in the CRM software provider, despite broader market volatility. This highlights Salesforce's position as a leading player in the enterprise software space.