Salesforce Inc. $CRM Stake Lessened by Arvest Bank Trust Division

Arvest Bank Trust Division cut its stake in Salesforce Inc. (NYSE:CRM) by 10.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,331 shares of the CRM provider’s stock after selling 4,897 shares during the period. Arvest Bank Trust Division’s holdings in Salesforce were worth $9,558,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in CRM. Cardano Risk Management B.V. raised its position in shares of Salesforce by 5.5% during the 3rd quarter. Cardano Risk Management B.V. now owns 379,005 shares of the CRM provider’s stock valued at $89,824,000 after acquiring an additional 19,857 shares in the last quarter. Wealthcare Advisory Partners LLC increased its stake in Salesforce by 10.5% during the third quarter. Wealthcare Advisory Partners LLC now owns 12,199 shares of the CRM provider’s stock valued at $2,891,000 after purchasing an additional 1,163 shares during the last quarter. Founders Financial Alliance LLC boosted its stake in Salesforce by 8.5% in the third quarter. Founders Financial Alliance LLC now owns 2,316 shares of the CRM provider’s stock valued at $549,000 after acquiring an additional 182 shares during the period. Mondrian Investment Partners LTD bought a new stake in shares of Salesforce in the 3rd quarter worth approximately $128,974,000. Finally, Skandinaviska Enskilda Banken AB publ lifted its holdings in shares of Salesforce by 8.3% in the 3rd quarter. Skandinaviska Enskilda Banken AB publ now owns 501,441 shares of the CRM provider’s stock worth $118,842,000 after purchasing an additional 38,586 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MSN reports Salesforce has strengthened its outlook by leaning into AI and closing large deals that underscore enterprise demand for its AI-native CRM stack. This reinforces management’s narrative that AI is a growth driver, not just a risk. Salesforce Inc (CRM) strengthens outlook with AI and big deals
• Positive Sentiment: MarketBeat argues analysts view the sell-off as overdone and highlight upside (15%–70% range across targets). Institutional accumulation and re-inclusion in AI-focused ETFs are cited as technical/supportive factors that could sustain a rebound. Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
• Positive Sentiment: Seeking Alpha emphasizes the “SaaS apocalypse” narrative is overblown and highlights Agentforce adoption (reported ~$550M ARR, ~18k customers) as proof Salesforce can monetize AI and deepen multi-cloud deals. That bolsters the thesis that AI augments subscription revenue rather than destroys it. Salesforce Isn’t Going Anywhere. The SaaS Apocalypse Is Overdone
• Positive Sentiment: Zacks profiles Salesforce as a strong growth stock under several style-score frameworks, supporting the buy case for growth/momentum investors. Here’s Why Salesforce.com (CRM) is a Strong Growth Stock
• Positive Sentiment: Partner/market validation: recent press releases from CRMIT and KPIT launching AI/industry solutions on Salesforce’s platform show ecosystem adoption and drive higher ARPU potential for customers embedding Salesforce AI. CRMIT Solutions Launches Case InsAIghts on Salesforce AgentExchange KPIT launches VRM on Salesforce
• Neutral Sentiment: MarketBeat’s roundup of “5 software stocks” frames the sector sell-off as a valuation reset: Salesforce’s multiple looks cheaper, but the piece also reminds investors the sector remains volatile as AI adoption and monetization timing are uncertain. 5 Software Stocks That Look Too Cheap to Ignore (CRM)
• Neutral Sentiment: Yahoo and other outlets flag Feb. 25 as an important date (Q4 fiscal 2026 results/guidance) — a potential catalyst that could either validate the bullish narrative (AI-driven acceleration) or re-test the sell-off thesis. Dear Salesforce Stock Fans, Mark Your Calendars for February 25
• Neutral Sentiment: MSN and other post-earnings commentary debate buy/hold/sell following Q3 results — consensus is mixed but leans toward buy-on-dip if guidance and Agentforce uptake show clear traction. Salesforce (CRM): Buy, sell, or hold post Q3 earnings?

Insider Transactions at Salesforce

In other news, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider owned 139,767 shares in the company, valued at approximately $32,803,314.90. This trade represents a 49.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction on 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 directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.00% of the company’s stock.

Salesforce Stock Up 2.2%

Shares of Salesforce stock opened at $189.58 on Tuesday. Salesforce Inc. has a 1 year low of $180.24 and a 1 year high of $329.74. The company 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 current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a 50-day moving average price of $236.82 and a 200 day moving average price of $241.82.

Salesforce (NYSE:CRM) last posted 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 business had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same period in the prior year, the firm earned $2.41 earnings per share. The firm’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, analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently disclosed 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 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 is currently 22.16%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on CRM shares. BTIG Research started coverage on Salesforce in a research report on Tuesday, December 16th. They issued a “buy” rating and a $335.00 target price on the stock. Bank of America lowered their price objective on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a research note on Monday, November 17th. Robert W. Baird decreased their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. BMO Capital Markets dropped their price objective on Salesforce from $280.00 to $275.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Finally, Wedbush reaffirmed an “outperform” rating and set a $375.00 target price on shares of Salesforce in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus target price of $323.57.

About Salesforce

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.