Dakota Wealth Management Purchases 2,843 Shares of Salesforce Inc. $CRM

Dakota Wealth Management grew its position in Salesforce Inc. (NYSE:CRM) by 9.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 33,370 shares of the CRM provider’s stock after buying an additional 2,843 shares during the period. Dakota Wealth Management’s holdings in Salesforce were worth $7,909,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in CRM. Brighton Jones LLC lifted its holdings in shares of Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after purchasing an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC raised its holdings in Salesforce by 9.0% during the 4th 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 Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after buying an additional 106 shares in the last quarter. Finally, United Bank boosted its holdings in shares of Salesforce by 5.2% in the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after buying an additional 500 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Activity

In other Salesforce news, Director David Blair Kirk purchased 1,936 shares of Salesforce stock in a transaction that occurred on Wednesday, December 17th. The stock was acquired at an average price 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 approximately $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 is accessible through this link. Also, Director G Mason Morfit purchased 96,000 shares of the stock in a transaction on Friday, December 5th. The shares were acquired at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the transaction, the director owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts recently commented on CRM shares. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. BTIG Research dropped their price target on Salesforce from $335.00 to $260.00 and set a “buy” rating on the stock in a research note on Wednesday, February 18th. Royal Bank Of Canada boosted their price target on Salesforce from $250.00 to $290.00 and gave the company a “sector perform” rating in a report on Monday, January 5th. KeyCorp decreased their price objective on Salesforce from $400.00 to $300.00 and set an “overweight” rating for the company in a report on Tuesday. Finally, Barclays lifted their target price on Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $301.56.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is expanding AI capabilities (Momentum acquisition, partnerships for identity and governance) that support its Agentforce/Slackbot roadmap — a tangible product push investors see as earnings- and growth-accretive. Salesforce AI Deals Test Investor Patience As Valuation Screens Attractive
• Positive Sentiment: Analysts and previews expect a strong Q4 with margin tailwinds from cost cuts and AI-driven product leverage — upbeat previews are supporting bullish positioning into the print. Salesforce Q4 earnings on deck: What to expect
• Positive Sentiment: A broader software rally tied to an Anthropic-related announcement lifted AI-linked names, giving Salesforce sector-driven relief that helped push the stock up. US software stocks climb as Anthropic announcement sparks relief rally
• Neutral Sentiment: Options market pricing signals a sizable move is expected around Wednesday’s after‑hours Q4 report — raises short-term volatility risk but not a directional read. Here’s How Much Salesforce Stock Is Expected to Move After Earnings
• Neutral Sentiment: KeyCorp trimmed its price target substantially (from $400 to $300) but left an overweight stance — a mixed signal that reduces upside expectations while still reflecting conviction in the business. Benzinga
• Negative Sentiment: Several firms have cut price targets and flagged earnings/valuation risk ahead of Q4, underscoring downside sensitivity if revenue growth disappoints or AI investments don’t convert quickly. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Persistent critique around SaaS vulnerability to “agentic AI” and reminders of prior sharp corrections keep longer-term sentiment fragile — bulls point to AI integration, bears point to execution and valuation risks. What The Bulls Are Missing About Salesforce Stock

Salesforce Stock Performance

Shares of NYSE CRM opened at $185.64 on Wednesday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. The stock has a 50 day moving average price of $227.77 and a 200 day moving average price of $239.19. The stock has a market capitalization of $173.95 billion, a PE ratio of 24.79, a price-to-earnings-growth ratio of 1.22 and a beta of 1.27. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $313.70.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping the consensus estimate of $2.86 by $0.39. The firm 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 business’s quarterly revenue was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. 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 paid a dividend of $0.416 per share. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. Salesforce’s payout ratio is currently 22.16%.

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.