Farther Finance Advisors LLC Grows Position in Salesforce Inc. $CRM

Farther Finance Advisors LLC boosted its position in shares of Salesforce Inc. (NYSE:CRM) by 11.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,893 shares of the CRM provider’s stock after buying an additional 2,759 shares during the period. Farther Finance Advisors LLC’s holdings in Salesforce were worth $6,137,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in Salesforce by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock valued at $24,221,275,000 after purchasing an additional 909,853 shares during the last quarter. State Street Corp increased its stake in Salesforce by 1.6% in the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after purchasing an additional 776,300 shares during the period. Geode Capital Management LLC raised its holdings in shares of Salesforce by 0.6% in the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after buying an additional 114,504 shares during the last quarter. Norges Bank acquired a new stake in shares of Salesforce during the second quarter worth about $2,826,049,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Salesforce by 6.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,258,518 shares of the CRM provider’s stock worth $2,484,616,000 after buying an additional 600,386 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Stock Down 0.4%

Shares of NYSE CRM opened at $263.53 on Wednesday. The stock has a market capitalization of $246.92 billion, a price-to-earnings ratio of 35.18, a price-to-earnings-growth ratio of 1.97 and a beta of 1.25. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. The firm has a 50-day moving average price of $247.73 and a 200 day moving average price of $251.58. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping the consensus estimate of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the prior year, the business posted $2.41 earnings per share. The firm’s revenue for the quarter was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 18th will be issued a dividend of $0.416 per share. The ex-dividend date of this dividend is Thursday, December 18th. This represents a $1.66 annualized dividend and a yield of 0.6%. Salesforce’s payout ratio is currently 22.16%.

Insider Transactions at Salesforce

In other Salesforce news, Director G Mason Morfit acquired 96,000 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the purchase, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 168,534 shares of company stock valued at $39,985,777 in the last three months. 3.00% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have commented on the company. Citizens Jmp reaffirmed a “market outperform” rating and set a $430.00 price objective on shares of Salesforce in a research note on Tuesday, December 2nd. Cowen restated a “buy” rating on shares of Salesforce in a research note on Thursday, December 4th. KeyCorp decreased their price target on Salesforce from $440.00 to $400.00 and set an “overweight” rating for the company in a report on Thursday, September 4th. Weiss Ratings reissued a “hold (c+)” rating on shares of Salesforce in a research note on Monday, December 15th. Finally, Wedbush restated an “outperform” rating and issued a $375.00 target price on shares of Salesforce in a research note on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $326.68.

Key Stores Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: BTIG says Agentforce momentum is undervalued and frames Salesforce as entering an AI “second act,” which supports revenue/earnings upside if Agentforce drives adoption and monetization of Data Cloud. BTIG Says Agentforce Momentum Undervalued as Salesforce (CRM) Enters AI “Second Act”
• Positive Sentiment: Technical signals: MarketBeat highlights a multi-timeframe moving-average crossover and other chart patterns that technicians interpret as a buy setup for 2026 — this can attract momentum traders and amplify rallies. Salesforce Just Triggered a Powerful Buy Signal for 2026
• Positive Sentiment: Institutional/analyst positioning: Salesforce is repeatedly named among top software picks for 2026 by firms that include it alongside Microsoft and Oracle, which can support upgrades and flows from model-portfolio buys. Microsoft, Salesforce and Oracle Named Top Software Picks for 2026
• Positive Sentiment: Product traction: Coverage on integrating Data Cloud with Agentforce underscores practical use cases for predictive, real-time CRM intelligence — evidence of commercial adoption that can drive subscription revenue. Integrating Data Cloud with Agentforce for Predictive and Proactive Customer Engagement Using Real-Time CRM Intelligence
• Neutral Sentiment: Zacks and other outlets profile CRM as a momentum stock, which may lift interest from momentum/style funds but also increase volatility around news and technical levels. Here’s Why Salesforce.com (CRM) is a Strong Momentum Stock
• Neutral Sentiment: Valuation reassessment: Coverage noting a recent rebound and reappraisal of valuation signals some analysts are trimming expectations or re-running models after the rally — watch for upgrades/downgrades and target changes. Salesforce (CRM): Reassessing Valuation After Recent Share Price Rebound
• Negative Sentiment: Share-based compensation: Salesforce granted 222,453 RSUs to Regrello hires under its inducement plan — a modest dilution and integration cost that investors should note when modeling shares outstanding and near-term EPS. Salesforce Grants Equity Awards to Regrello Employees Under Its Inducement Equity Incentive Plan

Salesforce Company Profile

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.