AE Wealth Management LLC Has $45.28 Million Stock Position in Salesforce Inc. $CRM

AE Wealth Management LLC raised its holdings in shares of Salesforce Inc. (NYSE:CRM) by 11.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 191,036 shares of the CRM provider’s stock after purchasing an additional 19,772 shares during the period. AE Wealth Management LLC’s holdings in Salesforce were worth $45,276,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the business. Marquette Asset Management LLC acquired a new stake in Salesforce during the 3rd quarter worth $26,000. Evolution Wealth Management Inc. bought a new stake in shares of Salesforce in the second quarter worth about $27,000. Quaker Wealth Management LLC raised its position in shares of 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 period. Spurstone Advisory Services LLC bought a new position in shares of Salesforce during the 2nd quarter valued at about $34,000. Finally, Country Trust Bank grew its position in shares of Salesforce by 658.8% in the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after purchasing an additional 112 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Activity at Salesforce

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired at an average cost of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director 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 acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction on Friday, December 5th. The shares were acquired at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 140,927 shares of company stock worth $33,146,979 in the last three months. 3.00% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

CRM has been the topic of several research analyst reports. Guggenheim restated a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. DA Davidson raised their price objective on shares of Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Morgan Stanley reduced their target price on shares of Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research note on Tuesday, December 9th. Royal Bank Of Canada lifted their price target on Salesforce from $250.00 to $290.00 and gave the company a “sector perform” rating in a research note on Monday, January 5th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce won a potential $5.6 billion, 10‑year IDIQ contract from the U.S. Army (via its national security unit) to provide AI, data analytics and modernization services — a multi‑year, defense‑focused revenue stream that boosts backlog visibility and expands Salesforce’s addressable market outside classic CRM. Salesforce wins $5.6B US Army contract for national security technology
• Positive Sentiment: Coverage highlights two long‑horizon deals (the Army contract plus a wildfire/AI engagement), signaling a strategic pivot into mission‑critical AI and government work that could drive higher‑margin services and longer contract durations. This supports the company’s AI positioning and potential new revenue streams. Salesforce Deepens Defense and Wildfire AI Roles With Long-Horizon Deals
• Neutral Sentiment: Wall Street/TV commentary keeps Salesforce on investors’ radars (Jim Cramer, Barclays coverage, Zacks comparisons to Adobe). Analysts highlight AI momentum and margin improvements but the story remains mixed between long‑term opportunity and near‑term execution/valuation questions. Jim Cramer Discusses Salesforce (CRM)
• Neutral Sentiment: Salesforce granted ~139,574 RSUs to new employees from recent acquisitions (Apromore, Spindle AI, Informatica) — standard acquisition retention, modest dilution and a sign of integration activity. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees
• Negative Sentiment: Technical/market sentiment remains a headwind — recent price weakness (large Y/Y drop and volatile monthly moves) and bearish chart/forecast articles are keeping short‑term pressure on the stock despite the headline deals. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026–2030 (February 2026)

Salesforce Price Performance

NYSE:CRM opened at $228.03 on Thursday. The stock has a market capitalization of $213.66 billion, a PE ratio of 30.44, a P/E/G ratio of 1.70 and a beta of 1.26. Salesforce Inc. has a 1-year low of $218.96 and a 1-year high of $360.18. The firm has a fifty day simple moving average of $247.30 and a 200 day simple moving average of $248.09. 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 announced its quarterly 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. The firm had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, research analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were given a $0.416 dividend. 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 (DPR) is presently 22.16%.

Salesforce Company 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.