FRG Family Wealth Advisors Trims Salesforce Holdings

Investment firm reduces stake in CRM provider by nearly 30% in Q4

Apr. 8, 2026 at 11:36am by Ben Kaplan

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FRG Family Wealth Advisors LLC lowered its position in Salesforce Inc. (NYSE:CRM) by 29.4% during the fourth quarter, according to a recent SEC filing. The firm sold 3,789 shares, leaving it with 9,117 shares of the CRM provider's stock valued at $2.415 million as of the end of the quarter.

Why it matters

This filing provides insight into the investment strategy and portfolio adjustments of FRG Family Wealth Advisors, a prominent wealth management firm. Reductions in holdings of major tech stocks like Salesforce can signal broader shifts in investor sentiment or portfolio rebalancing.

The details

According to the disclosure, FRG Family Wealth Advisors sold 3,789 shares of Salesforce stock during Q4 2025, reducing its total position to 9,117 shares. The firm cited unspecified reasons for the 29.4% reduction in its Salesforce holdings.

  • FRG Family Wealth Advisors filed the 13F report disclosing the Salesforce position changes on April 8, 2026.

The players

FRG Family Wealth Advisors LLC

A wealth management firm that provides investment advisory services to high-net-worth individuals and families.

Salesforce Inc.

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

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The takeaway

This filing highlights the ongoing portfolio adjustments of major investment firms as they navigate market conditions and seek to optimize their clients' holdings. The reduction in Salesforce shares by FRG Family Wealth Advisors may reflect broader trends in the tech sector or specific concerns about the CRM provider's outlook.