Envestnet Portfolio Solutions Inc. Has $5.87 Million Stock Holdings in Salesforce Inc. $CRM

Envestnet Portfolio Solutions Inc. trimmed its stake in shares of Salesforce Inc. (NYSE:CRM) by 25.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,775 shares of the CRM provider’s stock after selling 8,661 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Salesforce were worth $5,872,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of Salesforce in the 2nd quarter valued at $2,826,049,000. Laurel Wealth Advisors LLC lifted its holdings in Salesforce by 27,361.5% in 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 buying an additional 3,411,700 shares during the period. Acadian Asset Management LLC grew its holdings in Salesforce by 1,729.6% during the 2nd quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock worth $538,020,000 after acquiring an additional 1,865,297 shares during the period. Amundi raised its position in shares of Salesforce by 26.2% in the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after acquiring an additional 1,612,413 shares in the last quarter. Finally, Schroder Investment Management Group raised its position in shares of Salesforce by 45.8% in the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after acquiring an additional 1,234,969 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on CRM shares. Evercore ISI decreased their target price on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Truist Financial reduced their price objective on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a research report on Thursday, December 4th. Robert W. Baird cut their target price on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Piper Sandler restated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Finally, BMO Capital Markets dropped their price objective on shares of Salesforce from $280.00 to $275.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce Stock Down 0.0%

Salesforce stock opened at $228.02 on Friday. The firm has a market capitalization of $213.65 billion, a price-to-earnings ratio of 30.44, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26. The firm’s fifty day moving average price is $247.54 and its two-hundred day moving average price is $248.84. Salesforce Inc. has a 1-year low of $218.96 and a 1-year high of $367.09. 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 (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. The company had revenue of $10.26 billion for 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%. The firm’s revenue was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, equities research analysts predict that Salesforce Inc. will post 7.46 earnings per share 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 $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

Insider Buying and Selling at Salesforce

In other news, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director G Mason Morfit bought 96,000 shares of the stock in a transaction dated Friday, December 5th. The stock was purchased at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders sold 145,427 shares of company stock worth $34,290,361. 3.00% of the stock is currently owned by insiders.

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.