Generali Powszechne Towarzystwo Emerytalne Acquires 15,800 Shares of Salesforce Inc. $CRM

Generali Powszechne Towarzystwo Emerytalne raised its stake in shares of Salesforce Inc. (NYSE:CRM) by 15.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 115,800 shares of the CRM provider’s stock after acquiring an additional 15,800 shares during the period. Salesforce comprises approximately 5.3% of Generali Powszechne Towarzystwo Emerytalne’s investment portfolio, making the stock its 8th largest holding. Generali Powszechne Towarzystwo Emerytalne’s holdings in Salesforce were worth $27,445,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently made changes to their positions in the company. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in Salesforce by 28.8% in the 3rd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 197,855 shares of the CRM provider’s stock valued at $46,892,000 after buying an additional 44,200 shares during the last quarter. Rakuten Securities Inc. grew its holdings in shares of Salesforce by 59.0% in the third quarter. Rakuten Securities Inc. now owns 3,078 shares of the CRM provider’s stock valued at $729,000 after acquiring an additional 1,142 shares in the last quarter. OVERSEA CHINESE BANKING Corp Ltd increased its position in shares of Salesforce by 3.8% during the third quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 158,623 shares of the CRM provider’s stock valued at $37,778,000 after acquiring an additional 5,864 shares during the last quarter. Wealth Effects LLC lifted its holdings in Salesforce by 5.9% during the third quarter. Wealth Effects LLC now owns 1,175 shares of the CRM provider’s stock worth $278,000 after acquiring an additional 65 shares during the period. Finally, Morey & Quinn Wealth Partners LLC lifted its holdings in Salesforce by 3.2% during the third quarter. Morey & Quinn Wealth Partners LLC now owns 2,867 shares of the CRM provider’s stock worth $680,000 after acquiring an additional 89 shares during the period. 80.43% of the stock is owned by institutional investors.

Salesforce Stock Performance

Shares of CRM stock opened at $233.30 on Friday. The stock has a market capitalization of $218.60 billion, a P/E ratio of 31.15, a PEG ratio of 1.79 and a beta of 1.26. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The firm’s 50 day moving average is $249.62 and its 200 day moving average is $250.92. Salesforce Inc. has a 12 month low of $221.96 and a 12 month high of $367.09.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share 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 net margin of 17.91% and a return on equity of 14.41%. Salesforce’s revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, sell-side analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were paid a $0.416 dividend. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Insiders Place Their Bets

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $258.20, for a total value of $580,950.00. Following the sale, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at $3,075,567,632.20. This trade represents a 0.02% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction dated 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 trade represents a 49.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 152,177 shares of company stock worth $36,015,774 over the last quarter. Insiders own 3.00% of the company’s stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy and $330 price target, giving institutional validation to Salesforce’s recovery/story and supporting upside vs. current levels. Goldman Sachs Assumes Coverage of Salesforce (CRM) Stock
• Positive Sentiment: Salesforce is pushing Agentforce (agentic AI) into marquee use cases — World Economic Forum will use an Agentforce-powered assistant at Davos, raising visibility and enterprise validation for the platform. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: New commercial partnerships are expanding Agentforce’s addressable market — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, strengthening healthcare go‑to‑market and use-case monetization. Viz.ai and Salesforce Collaborate to Transform Pharma Engagement
• Positive Sentiment: Product progress: Slackbot revamp is generally available and other Agentforce commentary from analysts/covering outlets highlight potential medium‑term revenue acceleration if adoption scales. Salesforce makes revamped Slackbot generally available
• Neutral Sentiment: Analyst and investor write-ups (Seeking Alpha, Zacks) argue CRM’s long‑term growth profile and discounted cash‑flow multiples remain attractive — supportive longer‑term but not a trigger for near‑term moves. Salesforce: Cheap 14x FCF Multiple And Agentforce Acceleration
• Neutral Sentiment: Market‑level indicators show mixed signals (S&P futures/enterprise software momentum pieces) — macro/sector flows remain an important short‑term force. Salesforce (NYSE:CRM) S&P Futures Signal Enterprise Software Momentum
• Negative Sentiment: Unusually heavy put buying: traders purchased ~157k put contracts today (well above average), a clear short‑term bearish signal and likely contributor to the intraday selloff as hedging and directional bets ramp up.
• Negative Sentiment: Sector fears about agentic AI cannibalizing SaaS license revenue (Claude Code headlines) are pressuring CRM names; analysts and market pieces argue agentic agents could reduce demand for high‑margin human‑driven services. Why Salesforce stock is already down 10% this year
• Negative Sentiment: Multiple media pieces question whether the pullback makes CRM a bargain or a value trap and show the stock lagging other AI/software names — sentiment and headline risk are keeping selling pressure elevated. Salesforce stock has imploded: Is it a bargain or a value trap? Salesforce lags in 2026 as software stocks react to AI concerns

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CRM. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. Northland Capmk lowered shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 14th. Evercore ISI lowered their price objective on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. The Goldman Sachs Group started coverage on shares of Salesforce in a research note on Monday. They issued a “buy” rating and a $330.00 target price on the stock. Finally, Citizens Jmp restated a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a research note on Tuesday, December 2nd. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $326.50.

Salesforce 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.