Salesforce Inc. $CRM Shares Purchased by ABN Amro Investment Solutions

ABN Amro Investment Solutions raised its position in Salesforce Inc. (NYSE:CRM) by 20.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 313,588 shares of the CRM provider’s stock after acquiring an additional 53,126 shares during the period. Salesforce makes up 1.5% of ABN Amro Investment Solutions’ investment portfolio, making the stock its 13th largest holding. ABN Amro Investment Solutions’ holdings in Salesforce were worth $74,320,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of CRM. Brighton Jones LLC grew its position in shares of Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after acquiring an additional 205 shares in the last quarter. Bison Wealth LLC boosted its holdings in Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after purchasing an additional 184 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after purchasing an additional 106 shares during the last quarter. Finally, Harbour Investments Inc. lifted its stake in Salesforce by 2.9% during the second quarter. Harbour Investments Inc. now owns 3,121 shares of the CRM provider’s stock worth $851,000 after purchasing an additional 87 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce Price Performance

Shares of CRM stock opened at $189.58 on Friday. The stock has a market cap of $177.63 billion, a PE ratio of 25.31, a PEG ratio of 1.29 and a beta of 1.27. The firm’s 50 day moving average price is $238.22 and its two-hundred day moving average price is $242.46. 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 $180.24 and a 52-week high of $329.74.

Salesforce (NYSE:CRM) last released its quarterly earnings data 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 business had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same quarter last year, the firm earned $2.41 EPS. Salesforce’s quarterly 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. As a group, analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The company 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 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio is 22.16%.

Analyst Upgrades and Downgrades

CRM has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. Royal Bank Of Canada increased their price objective on Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research note on Monday, January 5th. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Evercore lowered their price target on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $323.57.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Options market activity shows elevated bullish positioning into the company’s FQ4 earnings, suggesting traders expect an upside surprise or are hedging for volatility. What the Options Market Tells Us About Salesforce
• Positive Sentiment: Wall Street analysts are broadly constructive ahead of FQ4 2026, which supports short-term momentum and helps explain buying interest. Wall Street bullish on Salesforce (CRM) ahead of its FQ4 2026 earnings
• Positive Sentiment: Several retail/investor pieces argue the recent pullback is a buying opportunity—some investors and commentators (including a Seeking Alpha author) are actively buying the “Salesforce crash,” which can amplify demand on dips. SaaSpocalypse: Why I’m Buying The Salesforce Crash
• Positive Sentiment: Long-term bullish takes (e.g., 247WallStreet) list CRM as a top tech holding for a multi-year horizon, reinforcing buy-and-hold narratives for value/growth investors. What Is One of the Best Tech Stocks to Hold for the Next 10 Years?
• Positive Sentiment: Zacks highlights CRM as a top-ranked value stock on style scores, which can attract value-oriented flows after the pullback. Salesforce.com (CRM) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: New entrants are launching AI-native layers to run GTM workflows on top of any CRM—this is an emerging competitive/partner dynamic that could both pressure fees and spur integrations; impact is uncertain. Aurasell Launches World’s First AI-Native OS to Run Intelligent GTM Workflows on Any CRM
• Neutral Sentiment: Coverage pieces and analyst-roundup articles are dissecting whether Wall Street optimism is priced in; these pieces mostly reiterate mixed views and won’t move the stock unless they include rating changes. Analysts stay constructive on Salesforce (CRM) despite sector weakness
• Neutral Sentiment: Broad analysis on AI-driven ETF weakness asks whether the panic is overblown; this macro debate will influence sector multiples but is not specific to CRM’s near-term operations. AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?
• Negative Sentiment: Company-level cost and leadership changes tied to its AI push were reported alongside commentary that CRM returns are weak—workforce and leadership reshaping can signal execution risk and near-term disruption. Salesforce Reshapes Workforce And Leadership As AI Push Meets Weak CRM Returns
• Negative Sentiment: Coverage explaining why CRM has recently fallen notes sector-driven selling, multiple compression, and profit-taking—these are the same dynamics that can keep upside capped until catalysts arrive. Here’s Why Salesforce.com (CRM) Fell More Than Broader Market
• Negative Sentiment: Sector-level rout in software (ETF down sharply) driven by fears of AI replacing software workloads remains a headwind; broader sentiment could keep CRM under pressure even if fundamentals hold. 3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout

Insider Buying and Selling

In related news, insider Parker Harris sold 134,662 shares of the business’s 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 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction that occurred 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 of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

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.