Diversified Trust Co Sells 8,246 Shares of Salesforce Inc. $CRM

Diversified Trust Co lowered its stake in shares of Salesforce Inc. (NYSE:CRM) by 29.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,540 shares of the CRM provider’s stock after selling 8,246 shares during the quarter. Diversified Trust Co’s holdings in Salesforce were worth $4,631,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Painted Porch Advisors LLC grew its holdings in shares of Salesforce by 260.0% during the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after purchasing an additional 65 shares in the last quarter. Evolution Wealth Management Inc. bought a new stake in Salesforce during the second quarter worth about $27,000. CBIZ Investment Advisory Services LLC grew its stake in Salesforce by 314.8% during the first quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock worth $30,000 after buying an additional 85 shares in the last quarter. Christopher J. Hasenberg Inc increased its holdings in Salesforce by 383.3% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after buying an additional 92 shares during the period. Finally, Maseco LLP acquired a new position in shares of Salesforce in the 2nd quarter valued at approximately $34,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Stock Up 0.1%

NYSE:CRM opened at $266.29 on Tuesday. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The company has a market cap of $249.51 billion, a PE ratio of 35.55, a P/E/G ratio of 1.98 and a beta of 1.25. The firm’s 50 day simple moving average is $249.40 and its 200 day simple moving average is $251.50.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.39. The firm had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, research analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current 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 $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, December 18th. Salesforce’s payout ratio is currently 22.16%.

Key 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 Buying and Selling at Salesforce

In other news, Director G Mason Morfit acquired 96,000 shares of Salesforce stock in a transaction on Friday, December 5th. The stock was purchased at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the purchase, the director 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total value of $31,605,171.40. Following the sale, the insider owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. This represents a 49.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 164,034 shares of company stock valued at $38,889,037. 3.00% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on CRM. Wedbush reiterated an “outperform” rating and set a $375.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Piper Sandler reaffirmed an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Bank of America decreased their price target on Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a research note on Monday, November 17th. Roth Capital restated a “buy” rating and set a $395.00 price objective on shares of Salesforce in a research report on Thursday, September 4th. Finally, Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $326.68.

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.