Gallacher Capital Management LLC Invests $785,000 in Salesforce Inc. $CRM

Gallacher Capital Management LLC bought a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,313 shares of the CRM provider’s stock, valued at approximately $785,000.

Other hedge funds also recently made changes to their positions in the company. Evolution Wealth Management Inc. bought a new position in shares of Salesforce in the second quarter valued at $27,000. Marquette Asset Management LLC bought a new stake in shares of Salesforce during the 3rd quarter worth $26,000. Spurstone Advisory Services LLC bought a new stake in shares of Salesforce during the 2nd quarter worth $34,000. 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. Finally, Country Trust Bank lifted its holdings in shares of Salesforce by 658.8% during the second 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 last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Buying and Selling

In other Salesforce news, insider Parker Harris sold 134,662 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider owned 139,767 shares in the company, valued at $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction dated Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. The trade was a 22.15% increase in their position. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by company insiders.

Salesforce Stock Up 1.5%

CRM stock opened at $199.30 on Thursday. The firm has a market cap of $186.74 billion, a PE ratio of 26.61, a PEG ratio of 1.33 and a beta of 1.27. Salesforce Inc. has a 1 year low of $187.28 and a 1 year high of $348.04. The company has a fifty day simple moving average of $245.13 and a 200 day simple moving average of $246.24. 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 posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share 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 company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period last year, the company earned $2.41 earnings per share. The business’s 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. Sell-side analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders 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 dividend on an annualized basis and a yield of 0.8%. Salesforce’s dividend payout ratio is presently 22.16%.

Analyst Ratings Changes

A number of brokerages recently weighed in on CRM. Oppenheimer dropped their price target on Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Citizens Jmp reiterated a “market outperform” rating and issued a $430.00 target price on shares of Salesforce in a report on Tuesday, December 2nd. Sanford C. Bernstein restated an “underperform” rating on shares of Salesforce in a report on Thursday, December 4th. Wolfe Research restated an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. Finally, Evercore ISI decreased their price objective on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.57.

More Salesforce News

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?

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.