Salesforce Inc. $CRM Position Raised by CX Institutional

CX Institutional boosted its position in Salesforce Inc. (NYSE:CRM) by 78.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 43,186 shares of the CRM provider’s stock after purchasing an additional 18,927 shares during the period. CX Institutional’s holdings in Salesforce were worth $10,235,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the company. Scott & Selber Inc. grew its holdings in Salesforce by 0.7% during the second quarter. Scott & Selber Inc. now owns 5,850 shares of the CRM provider’s stock worth $1,595,000 after acquiring an additional 39 shares during the period. Hanson & Doremus Investment Management boosted its position in shares of Salesforce by 6.9% during the 2nd quarter. Hanson & Doremus Investment Management now owns 607 shares of the CRM provider’s stock valued at $166,000 after purchasing an additional 39 shares in the last quarter. Beverly Hills Private Wealth LLC grew its stake in shares of Salesforce by 2.3% in the 2nd quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock worth $468,000 after purchasing an additional 39 shares during the last quarter. Lifeworks Advisors LLC raised its holdings in shares of Salesforce by 2.9% in the 2nd quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after purchasing an additional 40 shares in the last quarter. Finally, BankPlus Wealth Management LLC lifted its stake in Salesforce by 1.9% during the second quarter. BankPlus Wealth Management LLC now owns 2,264 shares of the CRM provider’s stock valued at $617,000 after purchasing an additional 42 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce Trading Up 2.6%

Shares of NYSE CRM opened at $262.86 on Wednesday. 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 one year low of $221.96 and a one year high of $367.09. The business has a 50-day moving average price of $249.96 and a two-hundred day moving average price of $251.54. The firm has a market capitalization of $246.30 billion, a PE ratio of 35.09, a PEG ratio of 1.91 and a beta of 1.26.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping 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 business had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same period in the prior year, the firm 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 predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

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

Insider Transactions at Salesforce

In other news, Director David Blair Kirk bought 1,936 shares of the stock in a transaction on Wednesday, December 17th. The shares were purchased at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction dated 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 completion of the purchase, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 157,284 shares of company stock worth $37,274,684 in the last ninety days. Company insiders own 3.00% of the company’s stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts are turning more upbeat and raising price targets, which supports buyer interest and can drive near-term upside. Analysts love Salesforce stock and are raising their price targets
• Positive Sentiment: MarketBeat / MSN pieces argue CRM is set for a comeback in 2026 — citing AI exposure, institutional accumulation, buybacks/dividend increases and attractive longer-term upside — giving investors a clear bull narrative. 5 Reasons Salesforce Could Be One of 2026’s Best Trades
• Positive Sentiment: Market commentary highlights strong institutional ownership and signs of accumulation, which can stabilize the stock and amplify rebounds when sentiment improves. 5 reasons Salesforce could be one of 2026’s best trades
• Neutral Sentiment: Valuation pieces are reassessing CRM after recent weakness — they note the stock pulled back on AI concerns but still see long-term value depending on growth assumptions, so risk/reward hinges on conviction in Salesforce’s AI monetization. Assessing Salesforce (CRM) Valuation After Recent AI Jitters And Share Price Weakness
• Neutral Sentiment: Industry write-ups portray Salesforce as a contender amid AI disruption fears — supportive for long-term holders but flagging execution and competitive risks that deserve monitoring. Salesforce, Inc.: A Strong Contender for Growth Amidst AI Disruption Fears
• Neutral Sentiment: Opinion/analysis pieces urge diligence on specific AI initiatives and partners (e.g., third‑party offerings like Agentforce), signaling that not all AI-related moves are immediate catalysts. Salesforce: Take A Good Look At Agentforce Before You Invest
• Negative Sentiment: Coverage noting an early‑2026 pullback and headlines about a multi‑percent decline underscore lingering investor concern about AI disruption and 2025 performance — such headlines can trigger short‑term selling and higher volatility. Salesforce and Adobe Start 2026 With a 5% Plunge—Should Investors Buy or Bail?
• Negative Sentiment: Articles flagging the recent pullback and warning that institutional holders might react could presage more selling if guidance or early‑year results disappoint. Salesforce, Inc.’s (NYSE:CRM) recent 3.6% pullback adds to one-year year losses, institutional owners may take drastic measures

Analysts Set New Price Targets

Several research firms have issued reports on CRM. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft lifted their target price on Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Evercore ISI reduced their target price on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Citigroup lowered Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $327.74.

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.