ABN AMRO Bank N.V. Buys 53,498 Shares of Salesforce Inc. $CRM

ABN AMRO Bank N.V. lifted its stake in Salesforce Inc. (NYSE:CRM) by 161.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 86,622 shares of the CRM provider’s stock after buying an additional 53,498 shares during the period. ABN AMRO Bank N.V.’s holdings in Salesforce were worth $20,594,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. boosted its position in Salesforce by 1.0% in the second quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock valued at $24,221,275,000 after buying an additional 909,853 shares in the last quarter. State Street Corp increased its holdings in Salesforce by 1.6% during the 2nd quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after purchasing an additional 776,300 shares in the last quarter. Geode Capital Management LLC raised its position in Salesforce by 0.6% in the 2nd quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after purchasing an additional 114,504 shares during the last quarter. Norges Bank bought a new position in Salesforce in the 2nd quarter valued at $2,826,049,000. Finally, Amundi boosted its stake in Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after purchasing an additional 1,612,413 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce won a large U.S. Army cloud deal (reported value ~$5.6B), a direct revenue and backlog catalyst that supports long-term enterprise demand for CRM’s cloud services. Salesforce (CRM) Wins $5.6 Billion Army Deal
• Positive Sentiment: Strong AI adoption narrative: analysts and commentators highlight rising enterprise AI use of Salesforce tools — investors view current revenue lag as an opportunity for future upside. Salesforce: AI Adoption Is Surging
• Positive Sentiment: Technical/flow factors: analysts note the stock has been oversold after a steep sell-off and that exhausted selling could trigger a short-term rebound — a likely reason for today’s intraday strength. After Plunging 17.7% in 4 Weeks, Here’s Why the Trend Might Reverse
• Neutral Sentiment: Company scheduled Q4 & full-year fiscal 2026 results on Feb. 25 (after market), which will be a near-term volatility event and likely driver of positioning between now and the print. Salesforce Announces Timing of its Fourth Quarter and Full Year Fiscal 2026 Results Conference Call
• Neutral Sentiment: Analyst coverage is active — services compiling 25 experts’ views and debate over fair value/undervaluation, so investor sentiment remains mixed and will hinge on upcoming guidance. The Analyst Verdict: Salesforce In The Eyes Of 25 Experts
• Neutral Sentiment: High-profile commentators (Jim Cramer) continue to discuss the stock’s fundamentals and long-term ownership, keeping retail attention elevated but not unambiguously bullish. Jim Cramer highlights that the charitable trust has owned Salesforce for “years and years”
• Negative Sentiment: Broader software-sector AI fears are weighing on the group — new competitive features from AI rivals are stoking concerns about disruption and have pressured cloud/software names. This sector headwind is a key reason for recent weakness. Software experiencing ‘most exciting moment’ as AI fears hammer the stocks
• Negative Sentiment: Short-term valuation and sentiment concerns: coverage pieces warn CRM may be a “value trap” after a 42% year decline and a recent 52-week low, keeping some investors cautious. Is CRM Stock A Value Play Or A Value Trap?

Insider Buying and Selling

In related 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction 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 purchase, the director 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 disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

CRM has been the subject of a number of research reports. The Goldman Sachs Group started coverage on Salesforce in a research note on Monday, January 12th. They issued a “buy” rating and a $330.00 target price for the company. Morgan Stanley lowered their price objective on shares of Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research report on Tuesday, December 9th. Wall Street Zen raised shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. Arete Research raised Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. Finally, BTIG Research assumed coverage on Salesforce in a research note on Tuesday, December 16th. They issued a “buy” rating and a $335.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned 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 currently has a consensus rating of “Moderate Buy” and an average target price of $323.57.

Salesforce Trading Up 1.5%

NYSE CRM opened at $199.30 on Thursday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The firm has a market cap of $186.74 billion, a P/E ratio of 26.61, a P/E/G ratio of 1.33 and a beta of 1.27. The stock’s 50-day moving average is $245.13 and its 200-day moving average is $246.24. Salesforce Inc. has a one year low of $187.28 and a one year high of $348.04.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.39. The firm had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter last year, the business posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Sell-side analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is currently 22.16%.

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.