Salesforce Inc. $CRM Position Lowered by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC reduced its position in Salesforce Inc. (NYSE:CRM) by 9.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 271,166 shares of the CRM provider’s stock after selling 26,966 shares during the quarter. Salesforce makes up about 1.1% of Crestwood Advisors Group LLC’s investment portfolio, making the stock its 25th biggest holding. Crestwood Advisors Group LLC’s holdings in Salesforce were worth $64,269,000 at the end of the most recent reporting period.

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

Salesforce Price Performance

Shares of NYSE CRM opened at $189.58 on Tuesday. The stock has a market cap of $177.63 billion, a P/E ratio of 25.31, a P/E/G ratio of 1.29 and a beta of 1.27. The firm’s 50-day simple moving average is $236.82 and its 200 day simple moving average is $241.82. Salesforce Inc. has a fifty-two week low of $180.24 and a fifty-two week high of $329.74. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the prior year, the firm posted $2.41 EPS. Salesforce’s 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. Equities analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The company also recently announced 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. 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 presently 22.16%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MSN reports Salesforce has strengthened its outlook by leaning into AI and closing large deals that underscore enterprise demand for its AI-native CRM stack. This reinforces management’s narrative that AI is a growth driver, not just a risk. Salesforce Inc (CRM) strengthens outlook with AI and big deals
• Positive Sentiment: MarketBeat argues analysts view the sell-off as overdone and highlight upside (15%–70% range across targets). Institutional accumulation and re-inclusion in AI-focused ETFs are cited as technical/supportive factors that could sustain a rebound. Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
• Positive Sentiment: Seeking Alpha emphasizes the “SaaS apocalypse” narrative is overblown and highlights Agentforce adoption (reported ~$550M ARR, ~18k customers) as proof Salesforce can monetize AI and deepen multi-cloud deals. That bolsters the thesis that AI augments subscription revenue rather than destroys it. Salesforce Isn’t Going Anywhere. The SaaS Apocalypse Is Overdone
• Positive Sentiment: Zacks profiles Salesforce as a strong growth stock under several style-score frameworks, supporting the buy case for growth/momentum investors. Here’s Why Salesforce.com (CRM) is a Strong Growth Stock
• Positive Sentiment: Partner/market validation: recent press releases from CRMIT and KPIT launching AI/industry solutions on Salesforce’s platform show ecosystem adoption and drive higher ARPU potential for customers embedding Salesforce AI. CRMIT Solutions Launches Case InsAIghts on Salesforce AgentExchange KPIT launches VRM on Salesforce
• Neutral Sentiment: MarketBeat’s roundup of “5 software stocks” frames the sector sell-off as a valuation reset: Salesforce’s multiple looks cheaper, but the piece also reminds investors the sector remains volatile as AI adoption and monetization timing are uncertain. 5 Software Stocks That Look Too Cheap to Ignore (CRM)
• Neutral Sentiment: Yahoo and other outlets flag Feb. 25 as an important date (Q4 fiscal 2026 results/guidance) — a potential catalyst that could either validate the bullish narrative (AI-driven acceleration) or re-test the sell-off thesis. Dear Salesforce Stock Fans, Mark Your Calendars for February 25
• Neutral Sentiment: MSN and other post-earnings commentary debate buy/hold/sell following Q3 results — consensus is mixed but leans toward buy-on-dip if guidance and Agentforce uptake show clear traction. Salesforce (CRM): Buy, sell, or hold post Q3 earnings?

Insider Transactions at Salesforce

In other news, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction 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 in the company, valued at approximately $32,803,314.90. This trade represents a 49.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

CRM has been the topic of several research reports. DA Davidson increased their price objective on shares of Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Evercore cut their price target on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. The Goldman Sachs Group started coverage on Salesforce in a research report on Monday, January 12th. They issued a “buy” rating and a $330.00 target price on the stock. Finally, Citigroup downgraded shares of Salesforce from a “strong-buy” rating to a “hold” rating in a report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and an average target price of $323.57.

About Salesforce

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.