Bfsg LLC Buys 9,684 Shares of Salesforce Inc. $CRM

Bfsg LLC increased its stake in Salesforce Inc. (NYSE:CRM) by 2,675.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,046 shares of the CRM provider’s stock after buying an additional 9,684 shares during the quarter. Bfsg LLC’s holdings in Salesforce were worth $2,381,000 as of its most recent SEC filing.

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

Salesforce Trading Down 2.8%

CRM stock opened at $227.10 on Monday. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. The company has a market capitalization of $212.79 billion, a PE ratio of 30.32, a price-to-earnings-growth ratio of 1.69 and a beta of 1.26. The company’s 50-day simple moving average is $249.36 and its 200 day simple moving average is $250.32. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98.

Salesforce (NYSE:CRM) last posted its quarterly earnings data 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. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter in the previous year, the firm posted $2.41 EPS. The business’s revenue for the quarter 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, sell-side analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on CRM. Stifel Nicolaus cut their price objective on Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, October 9th. The Goldman Sachs Group started coverage on Salesforce in a report on Monday, January 12th. They set a “buy” rating and a $330.00 price target for the company. Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. UBS Group reissued a “neutral” rating and issued a $260.00 price objective on shares of Salesforce in a research report on Thursday, December 4th. Finally, JMP Securities reaffirmed a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a report on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and an average price target of $324.51.

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 Transactions at Salesforce

In related news, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the transaction, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. The trade was a 3.31% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 149,927 shares of company stock worth $35,448,144. Corporate insiders own 3.00% of the company’s stock.

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.