Hamilton Point announces a fresh $7.93 million Salesforce investment, despite the S&P 500's recent underperformance.

The U.S. Securities and Exchange Commission received Hamilton Point Investment Advisors, LLC's 13F quarterly report, which revealed the company's new position in Salesforce (CRM). With a position worth $7.93 million at the end of the third quarter of 2025, the fund purchased 33,390 shares of Salesforce stock, accounting for about 0.62 percent of its investment portfolio. Salesforce shares were not owned by this investment firm. This new investment represents 1.24% of Hamilton Point's $640.67 million in total reportable U.S. equity assets.

The largest holdings of Hamilton Point as of September 30, 2025, were Berkshire Hathaway (BRK-A) at $52.04 million (8.1% of Assets Under Management), Microsoft (MSFT) at $27.51 million (4.29%), Apple (AAPL) at $25.46 million (3.97%), EME Corporation at $25.11 million (3.9%), and Vanguard International Bond ETF (BNDX) at $41.02 million (6.4%).

As per the investment framework, the stock price of Salesforce was $254.28 on 20 October 2025. Its stock price has dropped 12.71% in the last year, dropping well short of the 27.76 percentage point increase in the S&P 500 index over the same time frame. Salesforce generated $39.50 billion in revenue and $6.66 billion in net profit and distributed a 0.65% dividend last year.

Salesforce, Inc. is a worldwide lead in CRM software. It provides solutions that help businesses build and maintain customer relationships across various channels. Building Salesforce as an essential partner for digital transformation.

Among the many cloud software products in its wide product range are Tableau, MuleSoft, Slack, Marketing Cloud, Sales Cloud, Service Cloud, Customer 360 platform, and Commerce Cloud. Through direct sales teams, consulting firms, system integrators, and other international partner networks, Salesforce provides services to a variety of industries across the globe, including production, healthcare and life sciences, and financial services.