ANTIPODES PARTNERS Ltd Sells 35,473 Shares of Salesforce Inc. $CRM

ANTIPODES PARTNERS Ltd decreased its stake in shares of Salesforce Inc. (NYSE:CRM) by 22.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,439 shares of the CRM provider’s stock after selling 35,473 shares during the quarter. ANTIPODES PARTNERS Ltd’s holdings in Salesforce were worth $29,731,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of CRM. Evolution Wealth Management Inc. bought a new stake in Salesforce during the 2nd quarter valued at $27,000. Marquette Asset Management LLC purchased a new position in shares of Salesforce during the third quarter valued at $26,000. Spurstone Advisory Services LLC bought a new stake in shares of Salesforce in the second quarter valued at about $34,000. Quaker Wealth Management LLC lifted its stake in Salesforce by 208.6% in the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after acquiring an additional 242 shares during the period. Finally, Country Trust Bank lifted its stake in Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after acquiring an additional 112 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was purchased 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 directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is currently owned by insiders.

Salesforce Trading Down 0.1%

Salesforce stock opened at $185.10 on Friday. The stock has a 50-day moving average of $230.69 and a two-hundred day moving average of $240.13. 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 Inc. has a one year low of $180.24 and a one year high of $318.97. The stock has a market cap of $173.44 billion, a PE ratio of 24.71, a price-to-earnings-growth ratio of 1.26 and a beta of 1.27.

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

Salesforce Announces Dividend

The business also recently disclosed 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. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on CRM shares. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Wall Street Zen raised shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. Truist Financial lowered their target price on Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a report on Thursday, December 4th. Finally, Arete Research upgraded Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $310.89.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Mizuho keeps an Outperform rating on CRM, signaling continued analyst conviction that Salesforce can outperform peers as AI adoption supports growth. Mizuho Maintains an Outperform Rating on Salesforce (CRM)
• Positive Sentiment: A Seeking Alpha upgrade frames the upcoming Q4 print as an opportunity to “silence the bears,” highlighting potential revenue acceleration, expanding backlog and clearer AI-driven sales/expense dynamics that could re-rate the stock if delivered. Salesforce: Q4 Earnings Is An Opportunity To Silence The Bears (Rating Upgrade)
• Positive Sentiment: Sector evidence: beaten-down software names (RingCentral, Five9) rallied after earnings that showed AI strengthening bookings — a sign that positive AI proofs could lift Salesforce if its own AI products (Agentforce, generative solutions) show similar commercial traction. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Neutral Sentiment: Zacks previews the Q4 print and urges focus beyond headline EPS/revenue — metrics like backlog, billings mix and AI subscription uptake will matter, making the upcoming report a data-driven catalyst rather than a simple beat/miss story. Salesforce (CRM) Q4 Earnings Preview
• Neutral Sentiment: Zacks and other outlets note elevated investor attention and mixed analyst views — increased coverage raises volatility around the earnings print but doesn’t resolve direction until results and guidance arrive. Salesforce, Inc. (CRM) is Attracting Investor Attention
• Negative Sentiment: BMO cut its price target from $275 to $235 (still “Outperform”), which reduces upside expectations and signals more cautious near-term valuation assumptions. salesforce.com (CRM) PT Lowered to $235 at BMO Capital
• Negative Sentiment: BTIG trimmed its price target to $260, and RBC moved to a Hold — more downward pressure from sell-side revisions that can sap momentum ahead of the quarter. BTIG Research Lowers Salesforce Price Target to $260 Salesforce (CRM) Receives a Hold from RBC Capital
• Negative Sentiment: Unusually large put-option buying was recorded (roughly 132k puts), indicating elevated hedging or bearish spec positions that increase downside risk and implied volatility into earnings. (reported trading flow)

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.