BI Asset Management Fondsmaeglerselskab A S Sells 65,702 Shares of Salesforce Inc. $CRM

BI Asset Management Fondsmaeglerselskab A S reduced its stake in shares of Salesforce Inc. (NYSE:CRM) by 35.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 122,136 shares of the CRM provider’s stock after selling 65,702 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Salesforce were worth $28,946,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Jones Financial Companies Lllp increased its position in shares of Salesforce by 15.1% in the 3rd quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock valued at $113,420,000 after buying an additional 61,270 shares in the last quarter. AGF Management Ltd. grew its stake in Salesforce by 42.2% in the third quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock valued at $66,610,000 after acquiring an additional 83,403 shares during the period. National Pension Service grew its stake in Salesforce by 2.4% in the third quarter. National Pension Service now owns 2,207,190 shares of the CRM provider’s stock valued at $523,104,000 after acquiring an additional 51,492 shares during the period. Harvey Capital Management Inc. increased its holdings in shares of Salesforce by 17.7% in the third quarter. Harvey Capital Management Inc. now owns 32,621 shares of the CRM provider’s stock worth $7,731,000 after acquiring an additional 4,905 shares in the last quarter. Finally, Avantax Advisory Services Inc. raised its position in shares of Salesforce by 4.0% during the second quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock worth $23,814,000 after purchasing an additional 3,387 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Blair Kirk bought 1,936 shares of the business’s stock in a transaction that occurred on 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 completion of the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on CRM. Robert W. Baird decreased their price objective on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Mizuho set a $340.00 price target on shares of Salesforce in a report on Wednesday, December 10th. Stifel Nicolaus lowered their price objective on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, October 9th. Wedbush restated an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $323.57.

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?

Salesforce Price Performance

NYSE:CRM opened at $199.30 on Thursday. Salesforce Inc. has a 52-week low of $187.28 and a 52-week high of $348.04. The company has a market cap of $186.74 billion, a P/E ratio of 26.61, a P/E/G ratio of 1.33 and a beta of 1.27. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. The stock’s 50-day simple moving average is $245.13 and its 200 day simple moving average is $246.24.

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, beating analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same period last year, the company earned $2.41 earnings per share. The business’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. As a group, sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company 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. The ex-dividend date 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 (DPR) is currently 22.16%.

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.