Bradley Foster & Sargent Inc. CT Has $10.95 Million Holdings in Salesforce Inc. $CRM

Bradley Foster & Sargent Inc. CT trimmed its stake in shares of Salesforce Inc. (NYSE:CRM) by 7.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 46,190 shares of the CRM provider’s stock after selling 3,754 shares during the period. Bradley Foster & Sargent Inc. CT’s holdings in Salesforce were worth $10,947,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of CRM. Marquette Asset Management LLC bought a new position in Salesforce in the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. acquired a new position in shares of Salesforce during the second quarter valued at $27,000. Quaker Wealth Management LLC boosted its holdings in Salesforce by 208.6% in the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after acquiring an additional 242 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in Salesforce in the second quarter valued at about $34,000. Finally, Country Trust Bank increased its position in Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is expanding AI capabilities (Momentum acquisition, partnerships for identity and governance) that support its Agentforce/Slackbot roadmap — a tangible product push investors see as earnings- and growth-accretive. Salesforce AI Deals Test Investor Patience As Valuation Screens Attractive
• Positive Sentiment: Analysts and previews expect a strong Q4 with margin tailwinds from cost cuts and AI-driven product leverage — upbeat previews are supporting bullish positioning into the print. Salesforce Q4 earnings on deck: What to expect
• Positive Sentiment: A broader software rally tied to an Anthropic-related announcement lifted AI-linked names, giving Salesforce sector-driven relief that helped push the stock up. US software stocks climb as Anthropic announcement sparks relief rally
• Neutral Sentiment: Options market pricing signals a sizable move is expected around Wednesday’s after‑hours Q4 report — raises short-term volatility risk but not a directional read. Here’s How Much Salesforce Stock Is Expected to Move After Earnings
• Neutral Sentiment: KeyCorp trimmed its price target substantially (from $400 to $300) but left an overweight stance — a mixed signal that reduces upside expectations while still reflecting conviction in the business. Benzinga
• Negative Sentiment: Several firms have cut price targets and flagged earnings/valuation risk ahead of Q4, underscoring downside sensitivity if revenue growth disappoints or AI investments don’t convert quickly. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Persistent critique around SaaS vulnerability to “agentic AI” and reminders of prior sharp corrections keep longer-term sentiment fragile — bulls point to AI integration, bears point to execution and valuation risks. What The Bulls Are Missing About Salesforce Stock

Insider Activity at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value 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 position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction that occurred on 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 sale, the insider owned 139,767 shares in the company, valued at $32,803,314.90. The trade was a 49.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Salesforce Stock Performance

Shares of Salesforce stock opened at $185.64 on Wednesday. The stock’s fifty day simple moving average is $227.77 and its 200 day simple moving average is $239.19. 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 market capitalization of $173.95 billion, a PE ratio of 24.79, a PEG ratio of 1.22 and a beta of 1.27. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $313.70.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.86 by $0.39. The company 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 company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period 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. On average, research analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders 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 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio is currently 22.16%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on CRM shares. Wells Fargo & Company cut their target price on shares of Salesforce from $265.00 to $235.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 18th. Citigroup cut their price objective on shares of Salesforce from $257.00 to $197.00 and set a “neutral” rating on the stock in a report on Wednesday, February 18th. Guggenheim reaffirmed a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Wolfe Research reissued an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. Finally, Mizuho reduced their price target on Salesforce from $340.00 to $280.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. One 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 issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $301.56.

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.