Prime Capital Investment Advisors Reduces Stake in Salesforce

Institutional investor lowers position in CRM provider by 13.7% in Q4

Apr. 9, 2026 at 10:42am by Ben Kaplan

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Prime Capital Investment Advisors LLC lowered its position in shares of Salesforce Inc. (NYSE:CRM) by 13.7% during the fourth quarter, according to a recent SEC filing. The institutional investor now owns 47,135 shares of the CRM provider's stock, valued at $12.5 million as of the end of 2022.

Why it matters

This filing indicates a shift in sentiment around Salesforce, one of the leading cloud-based CRM and enterprise software providers. Institutional investors' moves can signal broader market trends and changes in perceptions of a company's future prospects.

The details

Prime Capital Investment Advisors sold 7,457 Salesforce shares in Q4, reducing its total position to 47,135 shares. Several other large investors have also adjusted their Salesforce holdings recently, with some adding to positions while others, like Prime Capital, have trimmed exposure.

  • Prime Capital Investment Advisors filed the 13F report disclosing the position change on April 9, 2026.
  • The filing covers the fourth quarter of 2025, the period from October 1 to December 31.

The players

Prime Capital Investment Advisors LLC

An institutional investment firm that manages a portfolio of equity and fixed-income securities for clients.

Salesforce Inc.

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

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The takeaway

This filing highlights the ongoing volatility and shifting sentiment around major tech stocks like Salesforce, as institutional investors carefully monitor the company's financial performance and growth prospects in a competitive software market.