3,425 Shares in Salesforce Inc. $CRM Bought by BTC Capital Management Inc.

BTC Capital Management Inc. acquired a new position in shares of Salesforce Inc. (NYSE:CRM) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 3,425 shares of the CRM provider’s stock, valued at approximately $812,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC raised its position in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after buying an additional 205 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares during the last quarter. Finally, Harbour Investments Inc. boosted its holdings in Salesforce by 2.9% during the 2nd quarter. Harbour Investments Inc. now owns 3,121 shares of the CRM provider’s stock valued at $851,000 after acquiring an additional 87 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling

In other news, Director David Blair Kirk bought 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The stock was acquired at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the acquisition, the director owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the sale, the director 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. The disclosure for this sale is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Options market activity shows elevated bullish positioning into the company’s FQ4 earnings, suggesting traders expect an upside surprise or are hedging for volatility. What the Options Market Tells Us About Salesforce
• Positive Sentiment: Wall Street analysts are broadly constructive ahead of FQ4 2026, which supports short-term momentum and helps explain buying interest. Wall Street bullish on Salesforce (CRM) ahead of its FQ4 2026 earnings
• Positive Sentiment: Several retail/investor pieces argue the recent pullback is a buying opportunity—some investors and commentators (including a Seeking Alpha author) are actively buying the “Salesforce crash,” which can amplify demand on dips. SaaSpocalypse: Why I’m Buying The Salesforce Crash
• Positive Sentiment: Long-term bullish takes (e.g., 247WallStreet) list CRM as a top tech holding for a multi-year horizon, reinforcing buy-and-hold narratives for value/growth investors. What Is One of the Best Tech Stocks to Hold for the Next 10 Years?
• Positive Sentiment: Zacks highlights CRM as a top-ranked value stock on style scores, which can attract value-oriented flows after the pullback. Salesforce.com (CRM) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: New entrants are launching AI-native layers to run GTM workflows on top of any CRM—this is an emerging competitive/partner dynamic that could both pressure fees and spur integrations; impact is uncertain. Aurasell Launches World’s First AI-Native OS to Run Intelligent GTM Workflows on Any CRM
• Neutral Sentiment: Coverage pieces and analyst-roundup articles are dissecting whether Wall Street optimism is priced in; these pieces mostly reiterate mixed views and won’t move the stock unless they include rating changes. Analysts stay constructive on Salesforce (CRM) despite sector weakness
• Neutral Sentiment: Broad analysis on AI-driven ETF weakness asks whether the panic is overblown; this macro debate will influence sector multiples but is not specific to CRM’s near-term operations. AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?
• Negative Sentiment: Company-level cost and leadership changes tied to its AI push were reported alongside commentary that CRM returns are weak—workforce and leadership reshaping can signal execution risk and near-term disruption. Salesforce Reshapes Workforce And Leadership As AI Push Meets Weak CRM Returns
• Negative Sentiment: Coverage explaining why CRM has recently fallen notes sector-driven selling, multiple compression, and profit-taking—these are the same dynamics that can keep upside capped until catalysts arrive. Here’s Why Salesforce.com (CRM) Fell More Than Broader Market
• Negative Sentiment: Sector-level rout in software (ETF down sharply) driven by fears of AI replacing software workloads remains a headwind; broader sentiment could keep CRM under pressure even if fundamentals hold. 3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout

Salesforce Trading Up 2.2%

NYSE:CRM opened at $189.58 on Friday. The firm has a 50-day simple moving average of $238.22 and a 200-day simple moving average of $242.46. Salesforce Inc. has a one year low of $180.24 and a one year high of $329.74. The firm has a market cap of $177.63 billion, a P/E ratio of 25.31, a P/E/G ratio of 1.29 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 issued its quarterly earnings data 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. The company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. Salesforce’s revenue was up 9.1% compared to the same quarter last year. During the same period last year, the company posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a dividend of $0.416 per share. 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 0.9%. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on CRM. Royal Bank Of Canada increased their target price on Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research note on Monday, January 5th. Mizuho set a $340.00 price target on shares of Salesforce in a research note on Wednesday, December 10th. Evercore lowered their price objective 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. UBS Group reaffirmed a “neutral” rating and set a $260.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Finally, BTIG Research assumed coverage on shares of Salesforce in a research note on Tuesday, December 16th. They set a “buy” rating and a $335.00 price target for the company. 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $323.57.

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.