Salesforce Inc. $CRM Shares Acquired by Farmers & Merchants Investments Inc.

Farmers & Merchants Investments Inc. increased its position in Salesforce Inc. (NYSE:CRM) by 5.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 51,301 shares of the CRM provider’s stock after purchasing an additional 2,861 shares during the period. Farmers & Merchants Investments Inc.’s holdings in Salesforce were worth $12,158,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in CRM. Avantax Advisory Services Inc. lifted its stake in shares of Salesforce by 4.0% during the second quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock valued at $23,814,000 after buying an additional 3,387 shares during the period. Grant Private Wealth Management Inc purchased a new position in shares of Salesforce during the 3rd quarter worth $1,458,000. Advyzon Investment Management LLC boosted its holdings in shares of Salesforce by 57.4% during the second quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock worth $514,000 after purchasing an additional 687 shares during the last quarter. Atalanta Sosnoff Capital LLC grew its position in shares of Salesforce by 8.5% in 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 grew its position in shares of 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 during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce News Roundup

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 other Salesforce news, CEO Marc Benioff sold 122 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at $3,085,096,889. The trade was a 0.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Parker Harris sold 134,662 shares of the company’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 completion of the transaction, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 164,034 shares of company stock valued at $38,889,037 in the last 90 days. Company insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Northland Securities raised their target price on shares of Salesforce from $264.00 to $267.00 and gave the stock a “market perform” rating in a research report on Thursday, December 4th. Mizuho set a $340.00 price target on shares of Salesforce in a research report on Wednesday, December 10th. Finally, Northland Capmk downgraded shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 14th. One equities 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’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $326.68.

Salesforce Stock Up 0.1%

Shares of NYSE CRM opened at $266.29 on Tuesday. The stock has a fifty day moving average price of $249.40 and a 200 day moving average price of $251.50. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 12-month low of $221.96 and a 12-month high of $367.09. The company has a market cap of $249.51 billion, a P/E ratio of 35.55, a P/E/G ratio of 1.98 and a beta of 1.25.

Salesforce (NYSE:CRM) last posted its earnings results 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. The business had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. 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. Research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently declared 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. This represents a $1.66 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

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.