Salesforce Inc. $CRM Holdings Trimmed by Bank Hapoalim BM

Bank Hapoalim BM trimmed its holdings in shares of Salesforce Inc. (NYSE:CRM) by 23.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,914 shares of the CRM provider’s stock after selling 5,348 shares during the period. Bank Hapoalim BM’s holdings in Salesforce were worth $4,246,000 as of its most recent filing with the Securities and Exchange Commission.

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

Salesforce Price Performance

CRM stock opened at $227.10 on Friday. 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 firm has a 50 day simple moving average of $249.36 and a two-hundred day simple moving average of $250.45. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The stock has a market cap of $212.79 billion, a PE ratio of 30.32, a P/E/G ratio of 1.69 and a beta of 1.26.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating the consensus estimate of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the prior year, the company earned $2.41 EPS. The company’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. On average, analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared 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 was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. Salesforce’s payout ratio is currently 22.16%.

Key Stories Impacting Salesforce

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 Activity at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the transaction, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 152,177 shares of company stock valued at $36,015,774 over the last ninety days. Insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Oppenheimer lowered their target price on shares of Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a research report on Monday, December 1st. Wolfe Research reissued an “outperform” rating on shares of Salesforce in a report on Thursday. DA Davidson raised their price objective on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Citigroup cut Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. Finally, Weiss Ratings reiterated 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 assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $324.51.

About Salesforce

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.