Versor Investments LP Purchases New Holdings in Salesforce Inc. $CRM

Versor Investments LP purchased a new stake in Salesforce Inc. (NYSE:CRM) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 3,501 shares of the CRM provider’s stock, valued at approximately $830,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in Salesforce during the 2nd quarter worth approximately $2,826,049,000. Laurel Wealth Advisors LLC raised its stake in Salesforce by 27,361.5% during the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after acquiring an additional 3,411,700 shares in the last quarter. Acadian Asset Management LLC lifted its stake in shares of Salesforce by 1,729.6% in the 2nd quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after acquiring an additional 1,865,297 shares during the last quarter. Amundi raised its holdings in Salesforce by 26.2% in the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after buying an additional 1,612,413 shares during the last quarter. Finally, Schroder Investment Management Group raised its position in Salesforce by 45.8% during the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after purchasing an additional 1,234,969 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on CRM shares. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. DA Davidson lifted their target price on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Weiss Ratings restated a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. Royal Bank Of Canada upped their price target on Salesforce from $250.00 to $290.00 and gave the company a “sector perform” rating in a research report on Monday, January 5th. Finally, Citigroup cut shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. One equities research 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus target price of $323.57.

Salesforce Trading Down 0.3%

NYSE:CRM opened at $193.42 on Wednesday. The stock has a market cap of $181.23 billion, a price-to-earnings ratio of 25.82, a P/E/G ratio of 1.32 and a beta of 1.27. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The company has a 50-day moving average price of $241.96 and a 200-day moving average price of $244.02. Salesforce Inc. has a 12 month low of $185.73 and a 12 month high of $330.35.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. The business had revenue of $10.26 billion during 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 firm’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.41 earnings per share. 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 Announces Dividend

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

Trending Headlines about 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

Insider Activity

In other Salesforce news, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total value of $31,605,171.40. Following the completion of the transaction, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction that occurred on Wednesday, December 17th. The stock was acquired 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 directly owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is owned by corporate insiders.

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.