AMI Asset Management Trims Salesforce Stake

Institutional investor reduces position in CRM by 2.1% in Q4

Apr. 14, 2026 at 7:12am by

Got story updates? Submit your updates here. ›

A highly detailed, black-and-white close-up image of the gears, levers, and mechanical components of a complex banking machine, conveying the idea of the secure, institutional nature of financial markets and wealth management without using any literal currency or financial symbols.An extreme close-up of the intricate inner workings of the financial industry highlights the institutional foundations underlying stock market activity.San Francisco Today

AMI Asset Management Corp reduced its stake in Salesforce Inc. (NYSE:CRM) by 2.1% in the fourth quarter, according to a recent 13F filing with the SEC. The institutional investor now owns 174,177 shares of the CRM provider's stock, valued at $46.1 million.

Why it matters

Salesforce is a leading provider of cloud-based customer relationship management (CRM) software and a bellwether for the broader enterprise software industry. Institutional investors' trading activity in Salesforce shares can provide insights into market sentiment and expectations around the company's performance.

The details

According to the 13F filing, AMI Asset Management sold 3,657 Salesforce shares in Q4 2025, reducing its total position to 174,177 shares. Salesforce comprises approximately 2.6% of AMI Asset Management's overall holdings, making it the firm's 12th largest position.

  • AMI Asset Management filed the 13F report on April 14, 2026, disclosing its Q4 2025 portfolio changes.
  • The 13F covers the period from October 1 to December 31, 2025.

The players

AMI Asset Management Corp

An institutional investment firm that manages a portfolio of stocks, including a position in Salesforce.

Salesforce Inc.

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

Got photos? Submit your photos here. ›

The takeaway

This filing highlights the ongoing shifts in institutional investor sentiment around Salesforce, a key player in the enterprise software market. While AMI Asset Management reduced its position, the stock remains an important holding in the firm's portfolio, reflecting the company's continued relevance and growth potential.