Continuum Advisory LLC Has $5.27 Million Stake in Salesforce Inc. $CRM

Continuum Advisory LLC boosted its holdings in Salesforce Inc. (NYSE:CRM) by 10.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,224 shares of the CRM provider’s stock after buying an additional 2,043 shares during the period. Continuum Advisory LLC’s holdings in Salesforce were worth $5,267,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CRM. Avantax Advisory Services Inc. grew its position in shares of Salesforce by 4.0% during the 2nd quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock worth $23,814,000 after buying an additional 3,387 shares during the period. Grant Private Wealth Management Inc bought a new position in Salesforce during the 3rd quarter worth approximately $1,458,000. Advyzon Investment Management LLC boosted its stake in Salesforce by 57.4% during the 2nd quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock worth $514,000 after acquiring an additional 687 shares during the last quarter. Atalanta Sosnoff Capital LLC grew its holdings in Salesforce by 8.5% during the second quarter. Atalanta Sosnoff Capital LLC now owns 206,614 shares of the CRM provider’s stock valued at $56,342,000 after purchasing an additional 16,176 shares during the period. Finally, Country Club Bank increased its stake in Salesforce by 337.8% in the third quarter. Country Club Bank now owns 20,632 shares of the CRM provider’s stock valued at $5,057,000 after purchasing an additional 15,919 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on CRM shares. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Piper Sandler reissued an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. BMO Capital Markets lowered their price target on Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Northland Capmk cut Salesforce from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 14th. Finally, Arete Research upgraded Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and an average target price of $326.68.

Salesforce Trading Up 0.1%

NYSE:CRM opened at $266.29 on Tuesday. The company has a market cap of $249.51 billion, a P/E ratio of 35.55, a price-to-earnings-growth ratio of 1.98 and a beta of 1.25. Salesforce Inc. has a twelve month low of $221.96 and a twelve month high of $367.09. The business has a 50 day moving average price of $249.40 and a two-hundred day moving average price of $251.50. 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 posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $10.27 billion. During the same period last year, the company earned $2.41 earnings per share. The firm’s revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

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

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large enterprise validation — Novartis picked Salesforce’s Agentforce Life Sciences for customer engagement, a meaningful commercial win that supports revenue/contract momentum in the healthcare vertical. Novartis Selects Salesforce’s (CRM) Agentforce Life Sciences for Customer Engagement
• Positive Sentiment: Institutional demand — the Artisan Value Fund’s recent purchase of CRM signals active asset-allocation interest from value-oriented managers, potentially supporting near-term buying pressure. Here’s what drove the Artisan Value Fund to pick Salesforce (CRM)
• Positive Sentiment: Bullish investor commentary — multiple bullish pieces argue CRM is attractively valued and positioned to benefit from agentic AI (Agentforce/Einstein), with some investors publicly increasing exposure. That narrative supports expectations for accelerating growth and margin expansion. Salesforce Strong Performance, Why I Am Buying More
• Positive Sentiment: Sentiment rebound story — MarketBeat highlights CRM among the most-downgraded-then-rebounding names, noting a confirmed price floor and analyst forecasts pointing to meaningful upside as AI momentum converts to demand. 2025’s Most Downgraded Stocks: Buy, Sell, or Hold in 2026
• Positive Sentiment: Buy-side echo — coverage from outlets arguing CRM is undervalued and an AI beneficiary (InsiderMonkey, The Motley Fool) adds to the buy-case narrative and could attract bargain hunters. Is Salesforce, Inc. (CRM) The Most Undervalued Tech Giant to Buy?
• Neutral Sentiment: Analyst/blog mentions — broad coverage (Zacks Analyst Blog picked up in The Globe & Mail) keeps CRM top-of-mind for investors but is mostly descriptive rather than catalytic. The Zacks Analyst Blog Highlights Micron, Applied Materials, Salesforce and Cisco Systems
• Neutral Sentiment: Mixed forecasts — forecasters and long-horizon price-target pieces note volatile 2025 performance, large recent swings and differing upside estimates; useful for positioning but not an immediate catalyst. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026-2030
• Negative Sentiment: Competitive caution — a Zacks comparison flags ServiceNow’s faster growth and large-deal momentum as advantages over CRM, underscoring execution risk and the need for Salesforce to convert AI momentum into durable market-share gains. Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?

Insider Activity

In related news, CEO Marc Benioff sold 2,250 shares of Salesforce stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $256.13, for a total value of $576,292.50. Following the sale, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,050,910,680.23. The trade was a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director G Mason Morfit purchased 96,000 shares of Salesforce stock in a transaction that occurred on Friday, December 5th. The shares were bought at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the transaction, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 164,034 shares of company stock worth $38,889,037 in the last quarter. Corporate insiders own 3.00% of the company’s stock.

About Salesforce

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.