Salesforce Inc. $CRM Shares Sold by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. decreased its position in shares of Salesforce Inc. (NYSE:CRM) by 58.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 32,252 shares of the CRM provider’s stock after selling 44,943 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Salesforce were worth $7,644,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Evolution Wealth Management Inc. purchased a new position in Salesforce during the 2nd quarter worth approximately $27,000. Marquette Asset Management LLC purchased a new stake in Salesforce in the third quarter valued at approximately $26,000. Spurstone Advisory Services LLC acquired a new stake in shares of Salesforce in the second quarter valued at approximately $34,000. Quaker Wealth Management LLC grew 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 acquiring an additional 242 shares during the last quarter. Finally, Country Trust Bank increased its holdings in shares of Salesforce by 658.8% in the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after acquiring an additional 112 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insiders Place Their Bets

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the acquisition, the director owned 10,677 shares in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction on 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 $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is owned by corporate insiders.

Salesforce Trading Down 0.3%

NYSE CRM opened at $193.42 on Wednesday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market capitalization of $181.23 billion, a P/E ratio of 25.82, a P/E/G ratio of 1.32 and a beta of 1.27. Salesforce Inc. has a 52-week low of $185.73 and a 52-week high of $330.35. The firm has a 50-day moving average price of $241.96 and a 200 day moving average price of $244.02.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. The company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities research analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is currently 22.16%.

Analyst Ratings Changes

A number of analysts recently weighed in on CRM shares. Evercore decreased their price target 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. Macquarie Infrastructure upped their target price on shares of Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a report on Thursday, December 4th. Arete Research upgraded shares of Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. DA Davidson boosted their price target on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Finally, Bank of America reduced their price objective on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research note on Monday, November 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and an average target price of $323.57.

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 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.