EPG Wealth Management LLC Buys 5,020 Shares of Salesforce Inc. $CRM

EPG Wealth Management LLC grew its position in shares of Salesforce Inc. (NYSE:CRM) by 64.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,790 shares of the CRM provider’s stock after acquiring an additional 5,020 shares during the quarter. Salesforce accounts for approximately 0.8% of EPG Wealth Management LLC’s portfolio, making the stock its 28th largest holding. EPG Wealth Management LLC’s holdings in Salesforce were worth $3,031,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Yarger Wealth Strategies LLC grew its position in Salesforce by 73.1% in the 3rd quarter. Yarger Wealth Strategies LLC now owns 1,577 shares of the CRM provider’s stock worth $374,000 after purchasing an additional 666 shares in the last quarter. Aspire Growth Partners LLC boosted its stake in shares of Salesforce by 1.2% in the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock worth $795,000 after buying an additional 39 shares during the last quarter. Paragon Private Wealth Management LLC grew its holdings in shares of Salesforce by 16.2% in the third quarter. Paragon Private Wealth Management LLC now owns 6,530 shares of the CRM provider’s stock valued at $1,548,000 after acquiring an additional 910 shares in the last quarter. Triton Financial Group Inc increased its position in shares of Salesforce by 1.3% during the third quarter. Triton Financial Group Inc now owns 5,645 shares of the CRM provider’s stock valued at $1,338,000 after acquiring an additional 70 shares during the last quarter. Finally, KPP Advisory Services LLC lifted its holdings in Salesforce by 4.7% during the third quarter. KPP Advisory Services LLC now owns 12,253 shares of the CRM provider’s stock worth $2,904,000 after acquiring an additional 555 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CRM. Deutsche Bank Aktiengesellschaft raised their target price on Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. DA Davidson lifted their price objective 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. Guggenheim reissued a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. JMP Securities restated a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a research note on Friday, October 17th. Finally, Robert W. Baird dropped their price objective on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce Stock Down 0.4%

Salesforce stock opened at $228.58 on Wednesday. Salesforce Inc. has a 1-year low of $218.96 and a 1-year high of $367.09. The firm has a market capitalization of $214.18 billion, a price-to-earnings ratio of 30.52, a P/E/G ratio of 1.71 and a beta of 1.26. 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 firm has a 50 day simple moving average of $247.29 and a 200 day simple moving average of $248.23.

Salesforce (NYSE:CRM) last posted its 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 firm had revenue of $10.26 billion for 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 business’s quarterly revenue was up 9.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Won a major U.S. Army national-security IDIQ worth up to $5.6 billion over 10 years via its national-security unit Computable Insights / Missionforce National Security — a sizeable, multi-year revenue opportunity and credibility boost for Salesforce’s AI/data offerings in government. U.S. Army Awards Salesforce $5.6B Contract
• Positive Sentiment: Additional coverage and commentary highlight the same $5.6B win and frame it as a catalyst for investor interest and valuation support — analysts and outlets are re-evaluating Salesforce’s growth runway given this contract. Salesforce wins $5.6B US Army contract
• Positive Sentiment: Analyst commentary and relative-stock comparisons are generally favorable: some analysts and writeups argue Salesforce is a stronger enterprise-software buy than Adobe today, citing AI (Agentforce) momentum and improving margins — supportive for sentiment and potential upgrades. CRM vs. ADBE: Which Enterprise Software Stock Is the Better Buy?
• Neutral Sentiment: Barclays notes macro and IT spending remain stable — a steady-market backdrop that reduces downside risk from cyclical IT cuts but doesn’t necessarily accelerate growth. Barclays says macro and IT spending remain stable
• Neutral Sentiment: Salesforce granted 139,574 restricted stock units to employees from recent acquisitions (Apromore, Spindle AI, Informatica) under its inducement plan — standard integration compensation; small potential dilution but routine for M&A hires. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees
• Neutral Sentiment: Heightened investor attention and analyst optimism pieces are circulating (Zacks, Finbold), which can boost trading volume and short-term interest but don’t by themselves change fundamentals. Is Salesforce.com (CRM) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Technical/market-warning signals have been flagged: some analysts note price-trend deterioration (“triple red”) despite solid operations, which can trigger short-term selling pressure from trend-followers. CRM Stock Is Flashing A Warning Signal
• Negative Sentiment: Some deep-dive coverage (Seeking Alpha) emphasizes a lower growth outlook vs. prior expectations, arguing valuation concerns remain despite claims of undervaluation — a narrative that can weigh on longer-term sentiment. Salesforce: Lower Growth Outlook But Extremely Undervalued

Insider Activity

In other Salesforce news, insider Parker Harris sold 134,662 shares of the 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 sale, the insider directly owned 139,767 shares in the company, valued at $32,803,314.90. This represents a 49.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Marc Benioff sold 122 shares of the firm’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total transaction of $31,598.00. Following the completion of the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. The trade was a 0.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 140,927 shares of company stock valued at $33,146,979. 3.00% of the stock is currently owned by insiders.

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.