Cardano Risk Management B.V. Buys 19,857 Shares of Salesforce Inc. $CRM

Cardano Risk Management B.V. raised its stake in Salesforce Inc. (NYSE:CRM) by 5.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 379,005 shares of the CRM provider’s stock after buying an additional 19,857 shares during the quarter. Cardano Risk Management B.V.’s holdings in Salesforce were worth $89,824,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Evolution Wealth Management Inc. bought a new position in Salesforce during the 2nd quarter worth approximately $27,000. Marquette Asset Management LLC acquired a new stake in Salesforce in the third quarter worth $26,000. Spurstone Advisory Services LLC bought a new position in shares of Salesforce during the second quarter worth $34,000. Quaker Wealth Management LLC boosted its position in shares of Salesforce by 208.6% during the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after purchasing an additional 242 shares in the last quarter. Finally, Country Trust Bank grew its holdings in shares of Salesforce by 658.8% in 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. 80.43% of the stock is currently 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 Activity

In other Salesforce news, Director David Blair Kirk purchased 1,936 shares of the stock in a transaction on Wednesday, December 17th. The shares were purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the transaction, 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. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value 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 position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on CRM. Citigroup lowered Salesforce from a “strong-buy” rating to a “hold” rating in a report on Friday, December 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. Barclays lifted their price objective on Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a report on Monday, January 12th. The Goldman Sachs Group started coverage on Salesforce in a research note on Monday, January 12th. They set a “buy” rating and a $330.00 target price for the company. Finally, Bank of America cut their price target 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. One 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 assigned a Sell rating to the company. According to MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and an average price target of $323.57.

Salesforce Price Performance

Shares of NYSE CRM opened at $189.58 on Tuesday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The business has a 50-day moving average of $236.82 and a 200-day moving average of $241.82. The stock has a market capitalization of $177.63 billion, a price-to-earnings ratio of 25.31, a PEG ratio of 1.29 and a beta of 1.27. Salesforce Inc. has a fifty-two week low of $180.24 and a fifty-two week high of $329.74.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating the consensus estimate of $2.86 by $0.39. The firm had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The business’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, sell-side analysts predict that Salesforce Inc. will post 7.46 earnings per share 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 given a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is 22.16%.

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.