Salesforce Inc. $CRM Stock Holdings Lessened by Bleakley Financial Group LLC

Bleakley Financial Group LLC cut its stake in shares of Salesforce Inc. (NYSE:CRM) by 14.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,211 shares of the CRM provider’s stock after selling 5,942 shares during the quarter. Bleakley Financial Group LLC’s holdings in Salesforce were worth $8,345,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Aspire Growth Partners LLC boosted its position in shares of Salesforce by 1.2% in the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after purchasing an additional 39 shares during the period. Lifeworks Advisors LLC lifted its stake in Salesforce by 2.9% during the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock valued at $387,000 after buying an additional 40 shares in the last quarter. Benchmark Financial Wealth Advisors LLC boosted its holdings in shares of Salesforce by 4.4% in the second quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock worth $270,000 after buying an additional 42 shares during the period. Abacus Planning Group Inc. increased its position in shares of Salesforce by 3.1% in the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after acquiring an additional 43 shares in the last quarter. Finally, 17 Capital Partners LLC lifted its position in shares of Salesforce by 1.9% in the 2nd quarter. 17 Capital Partners LLC now owns 2,321 shares of the CRM provider’s stock valued at $633,000 after acquiring an additional 44 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. Mizuho dropped their price target on Salesforce from $340.00 to $280.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Wedbush reissued an “outperform” rating and issued a $375.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Truist Financial lowered their target price on Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a research note on Thursday, December 4th. Finally, Wolfe Research reissued an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $310.89.

Insider Buying and Selling

In other news, Director Neelie Kroes sold 3,893 shares of the company’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 completion of the sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director G Mason Morfit acquired 96,000 shares of the stock in a transaction dated Friday, December 5th. The shares were bought at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the acquisition, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. The trade was a 3.31% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Salesforce Stock Down 0.1%

Shares of Salesforce stock opened at $185.10 on Friday. The stock has a 50-day simple moving average of $230.69 and a 200-day simple moving average of $240.08. Salesforce Inc. has a 52-week low of $180.24 and a 52-week high of $318.97. The firm has a market cap of $173.44 billion, a price-to-earnings ratio of 24.71, a P/E/G ratio of 1.26 and a beta of 1.27. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 net margin of 17.91% and a return on equity of 14.41%. The company’s revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, equities research analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Key Headlines 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)

Salesforce Company 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.