Salesforce Inc. $CRM Shares Sold by Envestnet Asset Management Inc.

Posted by Defense World Staff on Feb 5th, 2026

Envestnet Asset Management Inc. decreased its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 10.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,347,924 shares of the CRM provider’s stock after selling 157,382 shares during the quarter. Envestnet Asset Management Inc. owned about 0.14% of Salesforce worth $319,458,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Ashton Thomas Private Wealth LLC lifted its stake in shares of Salesforce by 64.2% during the third quarter. Ashton Thomas Private Wealth LLC now owns 30,111 shares of the CRM provider’s stock worth $7,149,000 after buying an additional 11,777 shares during the period. Alta Capital Management LLC increased its position in shares of Salesforce by 1,104.7% in the 3rd quarter. Alta Capital Management LLC now owns 13,493 shares of the CRM provider’s stock valued at $3,198,000 after acquiring an additional 12,373 shares during the period. Atala Financial Inc raised its stake in Salesforce by 29.2% in the 3rd quarter. Atala Financial Inc now owns 10,137 shares of the CRM provider’s stock worth $2,403,000 after acquiring an additional 2,292 shares during the last quarter. Penserra Capital Management LLC raised its stake in Salesforce by 38.2% in the 3rd quarter. Penserra Capital Management LLC now owns 114,375 shares of the CRM provider’s stock worth $27,106,000 after acquiring an additional 31,615 shares during the last quarter. Finally, SGL Investment Advisors Inc. raised its stake in Salesforce by 146.9% in the 3rd quarter. SGL Investment Advisors Inc. now owns 2,617 shares of the CRM provider’s stock worth $684,000 after acquiring an additional 1,557 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insiders Place Their Bets

In other news, Director Neelie Kroes sold 3,893 shares of the 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 transaction, the director owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director David Blair Kirk purchased 1,936 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their position. The SEC filing for this purchase provides additional information. 3.00% of the stock is owned by corporate insiders.

Salesforce Price Performance

Shares of NYSE CRM opened at $199.30 on Thursday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The stock has a market capitalization of $186.74 billion, a price-to-earnings ratio of 26.61, a PEG ratio of 1.33 and a beta of 1.27. The firm’s 50 day simple moving average is $245.13 and its 200-day simple moving average is $246.24. Salesforce Inc. has a 12 month low of $187.28 and a 12 month high of $348.04.

Salesforce (NYSE:CRM – Get Free Report) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the prior year, the firm posted $2.41 earnings per share. The firm’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. Analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a $0.416 dividend. 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 0.8%. Salesforce’s dividend payout ratio is presently 22.16%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce won a large U.S. Army cloud deal (reported value ~$5.6B), a direct revenue and backlog catalyst that supports long-term enterprise demand for CRM’s cloud services. Salesforce (CRM) Wins $5.6 Billion Army Deal
Positive Sentiment: Strong AI adoption narrative: analysts and commentators highlight rising enterprise AI use of Salesforce tools — investors view current revenue lag as an opportunity for future upside. Salesforce: AI Adoption Is Surging
Positive Sentiment: Technical/flow factors: analysts note the stock has been oversold after a steep sell-off and that exhausted selling could trigger a short-term rebound — a likely reason for today’s intraday strength. After Plunging 17.7% in 4 Weeks, Here’s Why the Trend Might Reverse
Neutral Sentiment: Company scheduled Q4 & full-year fiscal 2026 results on Feb. 25 (after market), which will be a near-term volatility event and likely driver of positioning between now and the print. Salesforce Announces Timing of its Fourth Quarter and Full Year Fiscal 2026 Results Conference Call
Neutral Sentiment: Analyst coverage is active — services compiling 25 experts’ views and debate over fair value/undervaluation, so investor sentiment remains mixed and will hinge on upcoming guidance. The Analyst Verdict: Salesforce In The Eyes Of 25 Experts
Neutral Sentiment: High-profile commentators (Jim Cramer) continue to discuss the stock’s fundamentals and long-term ownership, keeping retail attention elevated but not unambiguously bullish. Jim Cramer highlights that the charitable trust has owned Salesforce for “years and years”
Negative Sentiment: Broader software-sector AI fears are weighing on the group — new competitive features from AI rivals are stoking concerns about disruption and have pressured cloud/software names. This sector headwind is a key reason for recent weakness. Software experiencing ‘most exciting moment’ as AI fears hammer the stocks
Negative Sentiment: Short-term valuation and sentiment concerns: coverage pieces warn CRM may be a “value trap” after a 42% year decline and a recent 52-week low, keeping some investors cautious. Is CRM Stock A Value Play Or A Value Trap?

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on CRM. BTIG Research started coverage on Salesforce in a report on Tuesday, December 16th. They issued a “buy” rating and a $335.00 price objective on the stock. Macquarie upped their target price on Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Northland Securities increased their price target on shares of Salesforce from $264.00 to $267.00 and gave the stock a “market perform” rating in a report on Thursday, December 4th. Wedbush reissued an “outperform” rating and set a $375.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Finally, Morgan Stanley dropped their price objective on shares of Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a report on Tuesday, December 9th. One 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $323.57.

View Our Latest Research Report on CRM

About Salesforce

(Free Report)

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.