Quattro Financial Advisors Boosts Salesforce Stake by 40%

The investment firm increased its position in the cloud software provider during Q4 2025.

Apr. 18, 2026 at 10:52am by

Got story updates? Submit your updates here. ›

Quattro Financial Advisors LLC raised its stake in Salesforce Inc. (NYSE:CRM) by 40% during the fourth quarter, according to a recent SEC filing. The firm now owns 35,000 shares of the CRM provider's stock, valued at $9.27 million as of the end of 2025.

Why it matters

Quattro's increased investment in Salesforce reflects ongoing institutional confidence in the cloud software company's growth prospects, despite some recent stock price volatility. As a top 10 holding, Salesforce remains a core position for Quattro's portfolio.

The details

According to the filing, Quattro Financial Advisors added 10,000 Salesforce shares to its position during Q4 2025, bringing its total holdings to 35,000 shares. This 40% increase in the firm's Salesforce stake came as the stock price declined from all-time highs reached earlier in the year.

  • Quattro Financial Advisors filed its Q4 2025 holdings with the SEC on April 18, 2026.
  • The firm increased its Salesforce position during the fourth quarter of 2025.

The players

Quattro Financial Advisors LLC

An investment management firm that owns a significant stake in Salesforce as part of its portfolio.

Salesforce Inc.

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

Got photos? Submit your photos here. ›

The takeaway

Quattro Financial Advisors' increased investment in Salesforce underscores the software company's continued appeal among institutional investors, despite some recent stock price volatility. As a top 10 holding, Salesforce remains a core position for Quattro's portfolio, reflecting ongoing confidence in the firm's long-term growth potential.