Atria Investments Inc Sells 18,225 Shares of Salesforce Inc. $CRM

Atria Investments Inc lessened its holdings in Salesforce Inc. (NYSE:CRM) by 22.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 64,153 shares of the CRM provider’s stock after selling 18,225 shares during the quarter. Atria Investments Inc’s holdings in Salesforce were worth $15,204,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Marquette Asset Management LLC purchased a new stake in shares of Salesforce during the third quarter valued at approximately $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce during the second quarter valued at approximately $27,000. Quaker Wealth Management LLC lifted its position in Salesforce by 208.6% during the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after purchasing an additional 242 shares during the period. Spurstone Advisory Services LLC purchased a new stake in Salesforce during the 2nd quarter valued at $34,000. Finally, Country Trust Bank lifted its holdings in shares of Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the period. Institutional investors own 80.43% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst and trade pieces argue the AI-driven sell-off is overdone and position Salesforce as an underrated leader in AI-native SaaS; MarketBeat highlights bullish analyst coverage and potential upside from upcoming earnings/guidance. AI Disruption Overblown
• Positive Sentiment: Long-form bullish thesis (Seeking Alpha) frames the recent pullback as sentiment-driven, points to durable SaaS metrics (large RPO, subscription growth, AI monetization) and a multi-quarter upside scenario — a buy-the-dip argument for investors with a multi-quarter horizon. Salesforce: Buy The Fear
• Positive Sentiment: Morgan Stanley and other strategists continue to single out select software names as potential multi-baggers if sentiment stabilizes; these analyst views support the case that Salesforce could rebound with the sector. These 5 Software Stocks Could Double
• Neutral Sentiment: Barron’s flags heavy short interest across software and says a short-squeeze could spark a near-term rally — a technical/flow risk that can exacerbate moves in either direction depending on sentiment. Software Stocks Look Primed for a Short Squeeze
• Neutral Sentiment: JP Morgan/Reuters note the pullback offers buying opportunities for higher-quality software names if AI disruption fears prove overstated — an institutional view that could support calmer flows into CRM over time. AI disruption fears create buying chance
• Negative Sentiment: Reputational risk: >1,400 employees signed a letter urging CEO Marc Benioff to cut ties with ICE after a reported joke and internal backlash — negative PR that can increase investor uncertainty around governance and customer relationships. Salesforce employees call on CEO Benioff
• Negative Sentiment: Cost and execution signal: reports indicate Salesforce cut fewer than 1,000 roles in a recent round — while layoffs can improve margins, they also reflect management actions in response to slower demand and contribute to near-term investor caution. Salesforce cuts less than 1,000 jobs

Insider Buying and Selling at Salesforce

In other news, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction 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 of the company’s stock, 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 Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the 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 directly owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Guggenheim reissued a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. BTIG Research started coverage on Salesforce in a research report on Tuesday, December 16th. They issued a “buy” rating and a $335.00 price target for the company. Robert W. Baird lowered their price objective on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Mizuho set a $340.00 target price on shares of Salesforce in a report on Wednesday, December 10th. Finally, UBS Group reissued a “neutral” rating and issued a $260.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.57.

Salesforce Trading Down 4.4%

NYSE CRM opened at $184.93 on Thursday. The company’s 50-day simple moving average is $240.89 and its two-hundred day simple moving average is $243.60. Salesforce Inc. has a one year low of $181.81 and a one year high of $330.35. The company has a market capitalization of $173.27 billion, a price-to-earnings ratio of 24.69, a price-to-earnings-growth ratio of 1.32 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.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The business had revenue of $10.26 billion for the quarter, compared to analysts’ expectations of $10.27 billion. During the same quarter last year, the firm earned $2.41 EPS. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is presently 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.