27,255 Shares in Salesforce Inc. $CRM Acquired by Gibraltar Capital Management Inc.

Gibraltar Capital Management Inc. purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 27,255 shares of the CRM provider’s stock, valued at approximately $6,459,000.

Several other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in Salesforce during the second quarter worth about $2,826,049,000. Laurel Wealth Advisors LLC lifted its stake in Salesforce by 27,361.5% during the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after purchasing an additional 3,411,700 shares during the last quarter. Acadian Asset Management LLC boosted its holdings in Salesforce by 1,729.6% during the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock worth $538,020,000 after buying an additional 1,865,297 shares in the last quarter. Amundi grew its position in Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after buying an additional 1,612,413 shares during the last quarter. Finally, Schroder Investment Management Group lifted its position in shares of Salesforce by 45.8% during the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock valued at $1,072,202,000 after acquiring an additional 1,234,969 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Canaccord Genuity Group restated a “buy” rating and issued a $300.00 target price on shares of Salesforce in a report on Thursday, December 4th. The Goldman Sachs Group started coverage on Salesforce in a research note on Monday, January 12th. They issued a “buy” rating and a $330.00 price target on the stock. Truist Financial decreased their target price on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a report on Thursday, December 4th. Stifel Nicolaus cut their price target on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, October 9th. Finally, Oppenheimer decreased their price objective on shares of Salesforce from $315.00 to $300.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and an average price target of $324.51.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

Insider Transactions at Salesforce

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of the business’s stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $258.20, for a total value of $580,950.00. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,075,567,632.20. The trade was a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 152,177 shares of company stock valued at $36,015,774. Corporate insiders own 3.00% of the company’s stock.

Salesforce Price Performance

Shares of CRM opened at $227.10 on Friday. The business’s 50-day moving average is $249.36 and its 200-day moving average is $250.60. 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 capitalization of $212.79 billion, a price-to-earnings ratio of 30.32, a P/E/G ratio of 1.74 and a beta of 1.26. Salesforce Inc. has a fifty-two week low of $221.96 and a fifty-two week high of $367.09.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 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 firm had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the firm posted $2.41 earnings per share. The firm’s revenue was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities research analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a dividend of $0.416 per share. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. 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.