Caprock Group LLC Invests $11.01 Million in Salesforce Inc. $CRM

Caprock Group LLC purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 42,976 shares of the CRM provider’s stock, valued at approximately $11,013,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. bought a new position in shares of Salesforce in the 2nd quarter valued at about $27,000. Marquette Asset Management LLC bought a new stake in shares of Salesforce during the third quarter worth approximately $26,000. Spurstone Advisory Services LLC acquired a new position in Salesforce in the second quarter valued at approximately $34,000. Quaker Wealth Management LLC boosted its stake in Salesforce by 208.6% in the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after acquiring an additional 242 shares during the last quarter. Finally, Country Trust Bank grew its holdings in Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after acquiring an additional 112 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Salesforce

In related news, Director David Blair Kirk acquired 1,936 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the acquisition, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 value of $929,259.10. Following the sale, the director owned 7,299 shares in the company, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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: Strategists say the recent AI‑driven sell-off creates a buying opportunity in higher‑quality software names, highlighting Salesforce as a rebound candidate as investors rotate back into beaten-down leaders. AI disruption create buying chance
• Positive Sentiment: MarketBeat argues AI fears are overblown and profiles Salesforce as underestimated, citing strong AI/product positioning, recent outperformance on earnings, and analyst upside — a bullish case for a multi‑quarter rebound. AI Disruption Overblown
• Positive Sentiment: Forbes highlights Salesforce’s history of sharp rebounds and argues the stock is primed for a major recovery if execution and AI monetization continue, supporting an investors‑buy‑the‑dip thesis. Forbes rebound thesis
• Positive Sentiment: Brokerage coverage has turned constructive in places (Wedbush among them), calling the “software Armageddon” sentiment overdone and recommending accumulation of enterprise SaaS names including CRM. Wedbush bullish on Salesforce
• Positive Sentiment: Market breadth improved as Nasdaq regained ground and the Fear & Greed index moved toward neutral, reducing technical pressure on large-cap software stocks like Salesforce. Nasdaq rebound and sentiment
• Neutral Sentiment: Analysts note CRM has fallen roughly 17% over six months; coverage pieces weigh the pullback versus Salesforce’s AI runway and recurring revenue strength — framing this as a possible buying opportunity but not a consensus trigger. Zacks six‑month pullback
• Neutral Sentiment: Several roundup pieces include CRM among blue‑chip/software names to watch, reflecting continued analyst interest but not providing new company‑specific catalysts. Zacks blue‑chip list
• Negative Sentiment: Company headcount was trimmed by fewer than 1,000 roles (reported across marketing, product and data teams), which introduces short‑term execution risk and signals cost‑cutting/realignment that investors may view as a near‑term negative. Reuters on Salesforce layoffs

Salesforce Stock Down 0.3%

Shares of Salesforce stock opened at $193.42 on Wednesday. The firm has a market cap of $181.23 billion, a PE ratio of 25.82, a P/E/G ratio of 1.32 and a beta of 1.27. The business’s 50 day simple moving average is $241.96 and its 200 day simple moving average is $244.02. 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 Inc. has a 52-week low of $185.73 and a 52-week high of $330.35.

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

Salesforce Announces Dividend

The firm also recently declared 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 annualized dividend and a yield of 0.9%. Salesforce’s payout ratio is 22.16%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Canaccord Genuity Group reissued a “buy” rating and issued a $300.00 price target on shares of Salesforce in a research note on Thursday, December 4th. Bank of America cut their target price on Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a research note on Monday, November 17th. Morgan Stanley decreased their target price on Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research report on Tuesday, December 9th. Robert W. Baird lowered their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Finally, Truist Financial reduced their price objective on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a research note on Thursday, December 4th. One 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 given a Sell rating to the company. Based on data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.57.

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.