Exchange Traded Concepts Boosts Salesforce Stake

Asset manager increases holdings in CRM by 58% in Q4 2025

Mar. 29, 2026 at 7:52am by Ben Kaplan

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Exchange Traded Concepts LLC, an investment management firm, increased its position in Salesforce Inc. (NYSE: CRM) by 58% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 63,708 shares of the CRM provider's stock, valued at $16.9 million.

Why it matters

Salesforce is a leading provider of cloud-based customer relationship management (CRM) software and a bellwether for the enterprise software industry. Institutional investor activity in Salesforce shares can signal broader market trends and investor sentiment around the company's growth prospects.

The details

Exchange Traded Concepts added 23,388 Salesforce shares to its portfolio during the fourth quarter, bringing its total holdings to 63,708 shares. The firm's increased stake in Salesforce reflects its confidence in the company's long-term potential, despite recent market volatility.

  • Exchange Traded Concepts filed its Q4 2025 13F report with the SEC on March 29, 2026.
  • The firm's increased Salesforce position was based on holdings as of December 31, 2025.

The players

Exchange Traded Concepts LLC

An investment management firm that provides exchange-traded fund (ETF) products and services.

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 remain bullish on Salesforce's long-term growth potential as enterprises continue to invest in cloud-based CRM solutions.”

— James Wilcox, Portfolio Manager, Exchange Traded Concepts

What’s next

Investors will be watching to see if other major institutional holders make similar moves to increase their Salesforce positions in the coming quarters.

The takeaway

Exchange Traded Concepts' increased stake in Salesforce reflects ongoing institutional confidence in the company's market leadership and growth prospects within the enterprise software sector.