Global Assets Advisory LLC Sells 2,389 Shares of Salesforce Inc. $CRM

Global Assets Advisory LLC lowered its stake in shares of Salesforce Inc. (NYSE:CRM) by 41.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,411 shares of the CRM provider’s stock after selling 2,389 shares during the quarter. Global Assets Advisory LLC’s holdings in Salesforce were worth $808,000 at the end of the most recent reporting period.

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

Salesforce Price Performance

Salesforce stock opened at $228.02 on Friday. The stock has a market capitalization of $213.65 billion, a price-to-earnings ratio of 30.44, a PEG ratio of 1.70 and a beta of 1.26. Salesforce Inc. has a 52-week low of $218.96 and a 52-week high of $367.09. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. The stock’s 50 day moving average price is $247.54 and its two-hundred day moving average price is $248.84.

Salesforce (NYSE:CRM) last issued its earnings results 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 return on equity of 14.41% and a net margin of 17.91%.The business had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same period in the previous year, the company posted $2.41 EPS. The firm’s revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, equities analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were given a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Key Stories Impacting Salesforce

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Sanford C. Bernstein reiterated an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Citizens Jmp restated a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a report on Tuesday, December 2nd. Mizuho set a $340.00 price objective on shares of Salesforce in a report on Wednesday, December 10th. Finally, DA Davidson lifted their target price on shares of Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Insider Buying and Selling

In other Salesforce news, 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 value of $929,259.10. Following the transaction, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 transaction of $31,605,171.40. Following the transaction, the insider owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This represents a 49.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 145,427 shares of company stock worth $34,290,361 over the last quarter. 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.