Triglav Investments D.O.O. Grows Holdings in Salesforce Inc. $CRM

Triglav Investments D.O.O. boosted its stake in Salesforce Inc. (NYSE:CRM) by 27.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 71,238 shares of the CRM provider’s stock after acquiring an additional 15,504 shares during the period. Salesforce accounts for about 1.1% of Triglav Investments D.O.O.’s holdings, making the stock its 21st biggest position. Triglav Investments D.O.O.’s holdings in Salesforce were worth $16,883,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of CRM. Beverly Hills Private Wealth LLC raised its position in Salesforce by 2.3% in the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock worth $468,000 after acquiring an additional 39 shares in the last quarter. Aspire Growth Partners LLC increased its holdings in shares of Salesforce by 1.2% in the 3rd 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 in the last quarter. Lifeworks Advisors LLC lifted its stake in shares of Salesforce by 2.9% in the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock valued at $387,000 after purchasing an additional 40 shares during the period. Benchmark Financial Wealth Advisors LLC boosted its holdings in Salesforce by 4.4% during 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 in the last quarter. Finally, Abacus Planning Group Inc. grew its position in Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after buying an additional 43 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on CRM shares. Sanford C. Bernstein reaffirmed an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Robert W. Baird reduced their price objective on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Stifel Nicolaus decreased their price objective on Salesforce from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, October 9th. Canaccord Genuity Group reissued a “buy” rating and issued a $300.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Finally, Mizuho set a $340.00 price target on shares of Salesforce in a research note on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and a consensus target price of $323.57.

Salesforce Stock Performance

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. Salesforce Inc. has a 1-year low of $187.28 and a 1-year high of $348.04. The firm has a market capitalization 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 business’s 50-day simple moving average is $245.13 and its 200-day simple moving average is $246.24.

Salesforce (NYSE:CRM) last issued its 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 business had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The business’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were issued a $0.416 dividend. 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 payout ratio is 22.16%.

Insider Transactions at Salesforce

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of the stock in a transaction on Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares in the company, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the insider directly owned 139,767 shares in the company, valued at $32,803,314.90. This represents a 49.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Key Headlines 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?

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.