EDENTREE ASSET MANAGEMENT Ltd Buys 20,000 Shares of Salesforce Inc. $CRM

EDENTREE ASSET MANAGEMENT Ltd boosted its stake in Salesforce Inc. (NYSE:CRM) by 55.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 56,028 shares of the CRM provider’s stock after acquiring an additional 20,000 shares during the period. Salesforce accounts for about 3.2% of EDENTREE ASSET MANAGEMENT Ltd’s holdings, making the stock its 11th biggest position. EDENTREE ASSET MANAGEMENT Ltd’s holdings in Salesforce were worth $13,276,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of CRM. Rockland Trust Co. boosted its holdings in Salesforce by 1,145.6% in the 3rd quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock valued at $3,097,000 after purchasing an additional 12,017 shares during the period. Alps Advisors Inc. raised its position in shares of Salesforce by 98.3% in the third quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock worth $5,085,000 after buying an additional 10,633 shares in the last quarter. Midwest Trust Co boosted its stake in Salesforce by 2.3% during the third quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock valued at $44,336,000 after buying an additional 4,233 shares during the period. Jones Financial Companies Lllp grew its position in Salesforce by 15.1% during the third quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock worth $113,420,000 after buying an additional 61,270 shares in the last quarter. Finally, AGF Management Ltd. increased its stake in Salesforce by 42.2% in the 3rd quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock worth $66,610,000 after acquiring an additional 83,403 shares during the last quarter. 80.43% of the stock is owned by institutional investors.

Salesforce Price Performance

CRM stock opened at $185.10 on Friday. The firm has a market cap of $173.44 billion, a P/E ratio of 24.71, a P/E/G ratio of 1.26 and a beta of 1.27. The firm’s fifty day moving average is $230.69 and its 200 day moving average is $240.08. Salesforce Inc. has a 52 week low of $180.24 and a 52 week high of $318.97. 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 (NYSE:CRM) last posted 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 business had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the firm posted $2.41 earnings per share. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were paid a $0.416 dividend. 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 payout ratio is 22.16%.

Insider Buying and Selling

In other news, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director directly owned 7,299 shares of the company’s stock, 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. 3.00% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on CRM. Barclays lifted their price target on Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. Northland Securities lifted their target price on shares of Salesforce from $264.00 to $267.00 and gave the company a “market perform” rating in a research report on Thursday, December 4th. Weiss Ratings reissued a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. Morgan Stanley lowered their price objective on shares of Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. Finally, DA Davidson upped their target price on shares of Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $310.89.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Mizuho keeps an Outperform rating on CRM, signaling continued analyst conviction that Salesforce can outperform peers as AI adoption supports growth. Mizuho Maintains an Outperform Rating on Salesforce (CRM)
• Positive Sentiment: A Seeking Alpha upgrade frames the upcoming Q4 print as an opportunity to “silence the bears,” highlighting potential revenue acceleration, expanding backlog and clearer AI-driven sales/expense dynamics that could re-rate the stock if delivered. Salesforce: Q4 Earnings Is An Opportunity To Silence The Bears (Rating Upgrade)
• Positive Sentiment: Sector evidence: beaten-down software names (RingCentral, Five9) rallied after earnings that showed AI strengthening bookings — a sign that positive AI proofs could lift Salesforce if its own AI products (Agentforce, generative solutions) show similar commercial traction. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Neutral Sentiment: Zacks previews the Q4 print and urges focus beyond headline EPS/revenue — metrics like backlog, billings mix and AI subscription uptake will matter, making the upcoming report a data-driven catalyst rather than a simple beat/miss story. Salesforce (CRM) Q4 Earnings Preview
• Neutral Sentiment: Zacks and other outlets note elevated investor attention and mixed analyst views — increased coverage raises volatility around the earnings print but doesn’t resolve direction until results and guidance arrive. Salesforce, Inc. (CRM) is Attracting Investor Attention
• Negative Sentiment: BMO cut its price target from $275 to $235 (still “Outperform”), which reduces upside expectations and signals more cautious near-term valuation assumptions. salesforce.com (CRM) PT Lowered to $235 at BMO Capital
• Negative Sentiment: BTIG trimmed its price target to $260, and RBC moved to a Hold — more downward pressure from sell-side revisions that can sap momentum ahead of the quarter. BTIG Research Lowers Salesforce Price Target to $260 Salesforce (CRM) Receives a Hold from RBC Capital
• Negative Sentiment: Unusually large put-option buying was recorded (roughly 132k puts), indicating elevated hedging or bearish spec positions that increase downside risk and implied volatility into earnings. (reported trading flow)

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.