Salesforce Inc. $CRM Shares Acquired by BLB&B Advisors LLC

BLB&B Advisors LLC lifted its stake in Salesforce Inc. (NYSE:CRM) by 7.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 53,817 shares of the CRM provider’s stock after purchasing an additional 3,556 shares during the period. BLB&B Advisors LLC’s holdings in Salesforce were worth $12,755,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in CRM. Evolution Wealth Management Inc. acquired a new stake in shares of Salesforce during the 2nd quarter valued at approximately $27,000. Marquette Asset Management LLC purchased a new position in Salesforce in the 3rd quarter valued at approximately $26,000. Spurstone Advisory Services LLC acquired a new position in Salesforce during the second quarter worth $34,000. Quaker Wealth Management LLC raised its holdings in Salesforce by 208.6% during the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after purchasing an additional 242 shares during the last quarter. Finally, Country Trust Bank boosted its position in Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Activity at Salesforce

In related news, Director G Mason Morfit acquired 96,000 shares of the stock in a transaction dated Friday, December 5th. The stock was bought at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the purchase, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director David Blair Kirk bought 1,936 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was 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 approximately $2,761,499.28. This trade represents a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold a total of 145,427 shares of company stock valued at $34,290,361 over the last 90 days. 3.00% of the stock is currently owned by insiders.

Key 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

Salesforce Stock Down 0.0%

CRM stock opened at $228.02 on Friday. The company has a 50 day moving average price of $247.54 and a two-hundred day moving average price of $248.84. 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 has a market capitalization of $213.65 billion, a P/E ratio of 30.44, a PEG ratio of 1.70 and a beta of 1.26. Salesforce Inc. has a one year low of $218.96 and a one year high of $367.09.

Salesforce (NYSE:CRM) last released its earnings results 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 during the quarter, compared to analyst estimates of $10.27 billion. During the same period in the prior year, the firm posted $2.41 earnings per share. The business’s quarterly 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. As a group, sell-side analysts expect that Salesforce Inc. will post 7.46 EPS for the current 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 of this dividend was Thursday, December 18th. This represents a $1.66 annualized dividend and a yield of 0.7%. Salesforce’s dividend payout ratio is 22.16%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Robert W. Baird dropped their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Northland Securities raised their target price on shares of Salesforce from $264.00 to $267.00 and gave the company a “market perform” rating in a report on Thursday, December 4th. Citizens Jmp restated a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a research report on Tuesday, December 2nd. Wall Street Zen raised shares of Salesforce from a “hold” rating to a “buy” rating in a report on Friday, November 28th. Finally, Citigroup cut shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target 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.