Salesforce Inc. $CRM Shares Purchased by Stratos Wealth Advisors LLC

Stratos Wealth Advisors LLC boosted its stake in Salesforce Inc. (NYSE:CRM) by 13.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,100 shares of the CRM provider’s stock after acquiring an additional 4,774 shares during the period. Stratos Wealth Advisors LLC’s holdings in Salesforce were worth $9,267,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in CRM. Stratos Investment Management LLC lifted its holdings in shares of Salesforce by 4.5% in the 3rd quarter. Stratos Investment Management LLC now owns 30,974 shares of the CRM provider’s stock valued at $7,341,000 after purchasing an additional 1,332 shares during the last quarter. MQS Management LLC purchased a new position in Salesforce during the 3rd quarter worth approximately $259,000. Versor Investments LP acquired a new position in Salesforce during the third quarter worth approximately $830,000. BridgePort Financial Solutions LLC purchased a new stake in Salesforce in the third quarter valued at approximately $593,000. Finally, Midwest Trust Co boosted its holdings in shares of Salesforce by 2.3% in the third quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock valued at $44,336,000 after acquiring an additional 4,233 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce Price Performance

Salesforce stock opened at $193.42 on Wednesday. The company has a market cap of $181.23 billion, a P/E ratio of 25.82, a price-to-earnings-growth ratio of 1.32 and a beta of 1.27. Salesforce Inc. has a one year low of $185.73 and a one year high of $330.35. The business has a fifty day moving average of $241.96 and a two-hundred day moving average of $244.02. 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 announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. The business had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The business’s revenue was up 9.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

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

Analysts Set New Price Targets

Several analysts recently commented on CRM shares. Evercore reduced their price target on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $300.00 target price on shares of Salesforce in a report on Thursday, December 4th. Citizens Jmp reissued a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a report on Tuesday, December 2nd. Macquarie Infrastructure boosted their price target on Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $323.57.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strategists say the recent AI‑driven sell-off creates a buying opportunity in higher‑quality software names, highlighting Salesforce as a rebound candidate as investors rotate back into beaten-down leaders. AI disruption create buying chance
• Positive Sentiment: MarketBeat argues AI fears are overblown and profiles Salesforce as underestimated, citing strong AI/product positioning, recent outperformance on earnings, and analyst upside — a bullish case for a multi‑quarter rebound. AI Disruption Overblown
• Positive Sentiment: Forbes highlights Salesforce’s history of sharp rebounds and argues the stock is primed for a major recovery if execution and AI monetization continue, supporting an investors‑buy‑the‑dip thesis. Forbes rebound thesis
• Positive Sentiment: Brokerage coverage has turned constructive in places (Wedbush among them), calling the “software Armageddon” sentiment overdone and recommending accumulation of enterprise SaaS names including CRM. Wedbush bullish on Salesforce
• Positive Sentiment: Market breadth improved as Nasdaq regained ground and the Fear & Greed index moved toward neutral, reducing technical pressure on large-cap software stocks like Salesforce. Nasdaq rebound and sentiment
• Neutral Sentiment: Analysts note CRM has fallen roughly 17% over six months; coverage pieces weigh the pullback versus Salesforce’s AI runway and recurring revenue strength — framing this as a possible buying opportunity but not a consensus trigger. Zacks six‑month pullback
• Neutral Sentiment: Several roundup pieces include CRM among blue‑chip/software names to watch, reflecting continued analyst interest but not providing new company‑specific catalysts. Zacks blue‑chip list
• Negative Sentiment: Company headcount was trimmed by fewer than 1,000 roles (reported across marketing, product and data teams), which introduces short‑term execution risk and signals cost‑cutting/realignment that investors may view as a near‑term negative. Reuters on Salesforce layoffs

Insider Transactions at Salesforce

In related news, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the sale, the insider 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 legal filing with the SEC, which is available at this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased 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. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.00% of the company’s stock.

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.