Brookstone Capital Boosts Salesforce Stake by 20.5%

Investment firm adds 17,034 shares of CRM to its portfolio in Q4 2025

Mar. 31, 2026 at 8:36am by Ben Kaplan

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Brookstone Capital Management, a financial advisory firm, increased its position in Salesforce Inc. (NYSE: CRM) by 20.5% in the fourth quarter of 2025, according to a recent 13F filing with the SEC. The firm now owns 100,020 shares of the CRM provider's stock, valued at $26.5 million as of the end of the quarter.

Why it matters

Brookstone's increased stake in Salesforce reflects the firm's confidence in the cloud-based software company's growth potential. As a major player in the customer relationship management (CRM) market, Salesforce has seen strong demand for its suite of enterprise applications, particularly as businesses have accelerated their digital transformations.

The details

According to the 13F filing, Brookstone Capital Management purchased an additional 17,034 shares of Salesforce during the fourth quarter, bringing its total position to 100,020 shares. The firm's holdings in Salesforce were valued at $26.5 million as of the end of the quarter, up from $22 million in the previous quarter.

  • Brookstone Capital Management filed its 13F report for the fourth quarter of 2025 on March 31, 2026.
  • The firm increased its Salesforce position during the fourth quarter of 2025.

The players

Brookstone Capital Management

A financial advisory firm that manages investments for individual and institutional clients.

Salesforce Inc.

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

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The takeaway

Brookstone Capital's move to boost its Salesforce position highlights the continued investor interest in cloud-based enterprise software providers that are helping businesses adapt to the evolving digital landscape.