Foster Victor Wealth Advisors Trims Salesforce Stake

Institutional investor reduces position in CRM by 4.6% in Q4 2025

Apr. 15, 2026 at 8:54am by

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Foster Victor Wealth Advisors LLC, an institutional investor, reduced its holdings in Salesforce Inc. (NYSE:CRM) by 4.6% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 69,288 shares of the CRM provider's stock, valued at approximately $18.4 million.

Why it matters

This move by Foster Victor Wealth Advisors reflects broader trends in the investment community around Salesforce's stock performance and valuation. As a major institutional holder, their portfolio decisions can signal broader market sentiment around the enterprise software company.

The details

According to the filing, Foster Victor Wealth Advisors sold 3,320 shares of Salesforce during the fourth quarter, reducing its total position to 69,288 shares. Salesforce accounts for approximately 1.1% of the firm's investment portfolio, making it the 26th largest holding.

  • The portfolio changes were made in the fourth quarter of 2025.
  • The filing was submitted to the SEC on April 15, 2026.

The players

Foster Victor Wealth Advisors LLC

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

Salesforce Inc.

A global provider of cloud-based customer relationship management (CRM) and enterprise software solutions, headquartered in San Francisco.

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The takeaway

This portfolio adjustment by a major institutional investor reflects the ongoing scrutiny and shifting sentiment around Salesforce's stock performance and valuation in the enterprise software market.