Stratos Wealth Advisors Boosts Salesforce Holdings

Institutional investor increases stake in CRM provider by 9.3% in Q4

Apr. 4, 2026 at 11:21am by Ben Kaplan

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Stratos Wealth Advisors LLC, an institutional investor, increased its holdings in Salesforce Inc. (NYSE:CRM) by 9.3% in the fourth quarter, according to a recent SEC filing. The firm now owns 42,724 shares of the CRM provider's stock, valued at $11.3 million.

Why it matters

Salesforce is a leading provider of cloud-based customer relationship management (CRM) software and enterprise applications. This investment by Stratos Wealth Advisors suggests continued institutional confidence in Salesforce's growth prospects and market position.

The details

According to the 13F filing, Stratos Wealth Advisors purchased an additional 3,624 shares of Salesforce during the fourth quarter, bringing its total holdings to 42,724 shares. This represents a 9.3% increase in the firm's position in the CRM provider.

  • Stratos Wealth Advisors increased its Salesforce holdings in the 4th quarter of 2025.
  • The 13F filing detailing the increased stake was submitted on April 4, 2026.

The players

Stratos Wealth Advisors LLC

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

Salesforce Inc.

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

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The takeaway

This investment by Stratos Wealth Advisors underscores the continued institutional confidence in Salesforce's market leadership and growth potential within the cloud-based CRM and enterprise software space.