Cabot Wealth Management Inc. Sells 8,429 Shares of Salesforce Inc. $CRM

Cabot Wealth Management Inc. decreased its holdings in shares of Salesforce Inc. (NYSE:CRM) by 75.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,674 shares of the CRM provider’s stock after selling 8,429 shares during the quarter. Cabot Wealth Management Inc.’s holdings in Salesforce were worth $634,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in CRM. Brighton Jones LLC increased its position in shares of Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after buying an additional 3,102 shares during the period. Revolve Wealth Partners LLC increased its holdings in Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after acquiring an additional 205 shares during the period. Bison Wealth LLC increased its holdings in Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares during the period. Sivia Capital Partners LLC lifted its stake in Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after purchasing an additional 106 shares in the last quarter. Finally, Kathmere Capital Management LLC boosted its holdings in Salesforce by 72.8% in the 2nd quarter. Kathmere Capital Management LLC now owns 2,061 shares of the CRM provider’s stock valued at $562,000 after purchasing an additional 868 shares during the period. 80.43% of the stock is owned by institutional investors.

Salesforce News Roundup

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on CRM. Piper Sandler reaffirmed an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. UBS Group reaffirmed a “neutral” rating and issued a $260.00 price target on shares of Salesforce in a report on Thursday, December 4th. JMP Securities reissued a “market outperform” rating and set a $430.00 price objective on shares of Salesforce in a report on Friday, October 17th. Finally, 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 note on Monday, December 1st. One 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 stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $324.51.

Salesforce Price Performance

Shares of Salesforce stock opened at $228.02 on Monday. 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 Inc. has a 52-week low of $218.96 and a 52-week high of $367.09. The company has a fifty day moving average of $247.54 and a 200-day moving average of $248.68. The stock 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.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping the consensus estimate of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The business had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the firm posted $2.41 earnings per share. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities research analysts expect that Salesforce Inc. will post 7.46 EPS 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 given a $0.416 dividend. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a yield of 0.7%. Salesforce’s payout ratio is presently 22.16%.

Insider Activity

In related news, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,085,096,889. The trade was a 0.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Parker Harris sold 134,662 shares of the stock in a transaction on 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 sale, the insider directly owned 139,767 shares of the company’s stock, valued at $32,803,314.90. The trade was a 49.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 143,177 shares of company stock valued at $33,714,069. Corporate insiders own 3.00% of the company’s stock.

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.