Salesforce Inc. $CRM Holdings Increased by Penserra Capital Management LLC

Penserra Capital Management LLC lifted its stake in Salesforce Inc. (NYSE:CRM) by 38.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 114,375 shares of the CRM provider’s stock after acquiring an additional 31,615 shares during the period. Penserra Capital Management LLC’s holdings in Salesforce were worth $27,106,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in CRM. Beverly Hills Private Wealth LLC boosted its position in shares of Salesforce by 2.3% during the 2nd quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock valued at $468,000 after purchasing an additional 39 shares in the last quarter. Aspire Growth Partners LLC lifted its stake in Salesforce by 1.2% during the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after purchasing an additional 39 shares during the last quarter. Lifeworks Advisors LLC boosted its holdings in Salesforce by 2.9% during the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after buying an additional 40 shares in the last quarter. Benchmark Financial Wealth Advisors LLC grew its position in Salesforce by 4.4% in the second quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock worth $270,000 after buying an additional 42 shares during the last quarter. Finally, Abacus Planning Group Inc. increased its holdings in shares of Salesforce by 3.1% in the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock valued at $337,000 after buying an additional 43 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on CRM shares. Guggenheim reissued a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. Needham & Company LLC restated a “buy” rating and issued a $400.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Bank of America decreased their price objective on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research note on Monday, November 17th. Northland Securities boosted their target price on shares of Salesforce from $264.00 to $267.00 and gave the company a “market perform” rating in a research note on Thursday, December 4th. Finally, Robert W. Baird decreased their target price on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. One equities research 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $323.57.

Salesforce Trading Down 7.0%

Shares of NYSE CRM opened at $196.13 on Wednesday. The business has a 50 day simple moving average of $245.71 and a 200 day simple moving average of $246.57. Salesforce Inc. has a 52 week low of $193.11 and a 52 week high of $348.04. The stock has a market cap of $183.77 billion, a price-to-earnings ratio of 26.19, a PEG ratio of 1.44 and a beta of 1.27. 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 (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (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 was up 9.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a yield of 0.8%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Insider Buying and Selling

In other news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director G Mason Morfit bought 96,000 shares of Salesforce stock in a transaction that occurred on Friday, December 5th. The stock was bought at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the acquisition, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large government win & expanded AI work — Salesforce landed a multibillion‑dollar U.S. Army cloud/AI engagement and is promoting its Wildfire AI initiative, which supports revenue durability and long‑term contract visibility. Salesforce Extends AI Reach With Army Deal And Wildfire Initiative
• Positive Sentiment: AI adoption accelerating — Analysts highlight rising AI adoption across Salesforce’s customer base; the note frames current revenue lag as an opportunity if AI monetization ramps. This supports longer‑term growth expectations. Salesforce: AI Adoption Is Surging – The Revenue Lag Is The Opportunity
• Positive Sentiment: Technicals suggest a bounce may be possible — Technical analysts say CRM is in oversold territory after a sharp pullback and note consensus analyst revisions are trending higher, which can precede a rebound. After Plunging 17.7% in 4 Weeks, Here’s Why the Trend Might Reverse for Salesforce.com (CRM)
• Positive Sentiment: Market commentators still upbeat on long‑term story — High‑profile investors/commentators (e.g., Jim Cramer) call Salesforce “really great” while acknowledging the market’s short‑term judgment, which can reassure some investors. Jim Cramer Says Salesforce is “Really Great” But He Accepts the Market’s Judgment
• Neutral Sentiment: Brokerage sentiment is mixed-to-positive — Surveys show an average “moderate buy” recommendation; that indicates analyst conviction but not unanimity. Salesforce Inc. (NYSE:CRM) Given Average Recommendation of “Moderate Buy” by Brokerages
• Negative Sentiment: Revenue growth concerns and deep drawdown — Coverage notes Salesforce has declined sharply (double‑digit/30%+ ranges cited) driven by missed top‑line growth expectations; that remains the primary investor worry and explains much of today’s selling pressure. This Beaten-Down AI Stock Could Stage a Comeback in 2026
• Negative Sentiment: Analyst debate on downside risk — Several pieces ask how low CRM can go, keeping headline risk elevated and increasing the chance of further short‑term volatility. How Low Can Salesforce Stock Go?

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.