1,934 Shares in Salesforce Inc. $CRM Bought by Cape ANN Savings Bank

Cape ANN Savings Bank purchased a new stake in Salesforce Inc. (NYSE:CRM) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 1,934 shares of the CRM provider’s stock, valued at approximately $458,000.

A number of other hedge funds also recently made changes to their positions in CRM. Brighton Jones LLC increased its stake in Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after acquiring an additional 3,102 shares during the period. Revolve Wealth Partners LLC lifted its stake in Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after purchasing an additional 205 shares during the period. Bison Wealth LLC boosted its holdings in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after purchasing an additional 184 shares in the last quarter. Kayne Anderson Rudnick Investment Management LLC grew its stake in shares of Salesforce by 79.9% in the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 2,421 shares of the CRM provider’s stock valued at $650,000 after purchasing an additional 1,075 shares during the period. Finally, Full Sail Capital LLC raised its holdings in shares of Salesforce by 17.0% in the 1st quarter. Full Sail Capital LLC now owns 934 shares of the CRM provider’s stock worth $251,000 after buying an additional 136 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Price Performance

CRM opened at $263.53 on Wednesday. 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 company’s 50 day simple moving average is $247.73 and its 200-day simple moving average is $251.58. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The stock has a market capitalization of $246.92 billion, a P/E ratio of 35.18, a price-to-earnings-growth ratio of 1.97 and a beta of 1.25.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) 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 the consensus estimate of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The business’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Sell-side analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th will be given a dividend of $0.416 per share. The ex-dividend date is Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.6%. Salesforce’s payout ratio is currently 22.16%.

Analyst Upgrades and Downgrades

CRM has been the topic of several recent analyst reports. Citizens Jmp reaffirmed a “market outperform” rating and issued a $430.00 price target on shares of Salesforce in a research note on Tuesday, December 2nd. Bank of America cut their price objective on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a report on Monday, November 17th. Guggenheim restated a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. Barclays increased their target price on shares of Salesforce from $316.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday, December 4th. Finally, Roth Capital reissued a “buy” rating and set a $395.00 price target on shares of Salesforce in a report on Thursday, September 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $326.68.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: BTIG says Agentforce momentum is undervalued and frames Salesforce as entering an AI “second act,” which supports revenue/earnings upside if Agentforce drives adoption and monetization of Data Cloud. BTIG Says Agentforce Momentum Undervalued as Salesforce (CRM) Enters AI “Second Act”
• Positive Sentiment: Technical signals: MarketBeat highlights a multi-timeframe moving-average crossover and other chart patterns that technicians interpret as a buy setup for 2026 — this can attract momentum traders and amplify rallies. Salesforce Just Triggered a Powerful Buy Signal for 2026
• Positive Sentiment: Institutional/analyst positioning: Salesforce is repeatedly named among top software picks for 2026 by firms that include it alongside Microsoft and Oracle, which can support upgrades and flows from model-portfolio buys. Microsoft, Salesforce and Oracle Named Top Software Picks for 2026
• Positive Sentiment: Product traction: Coverage on integrating Data Cloud with Agentforce underscores practical use cases for predictive, real-time CRM intelligence — evidence of commercial adoption that can drive subscription revenue. Integrating Data Cloud with Agentforce for Predictive and Proactive Customer Engagement Using Real-Time CRM Intelligence
• Neutral Sentiment: Zacks and other outlets profile CRM as a momentum stock, which may lift interest from momentum/style funds but also increase volatility around news and technical levels. Here’s Why Salesforce.com (CRM) is a Strong Momentum Stock
• Neutral Sentiment: Valuation reassessment: Coverage noting a recent rebound and reappraisal of valuation signals some analysts are trimming expectations or re-running models after the rally — watch for upgrades/downgrades and target changes. Salesforce (CRM): Reassessing Valuation After Recent Share Price Rebound
• Negative Sentiment: Share-based compensation: Salesforce granted 222,453 RSUs to Regrello hires under its inducement plan — a modest dilution and integration cost that investors should note when modeling shares outstanding and near-term EPS. Salesforce Grants Equity Awards to Regrello Employees Under Its Inducement Equity Incentive Plan

Insider Buying and Selling at Salesforce

In other Salesforce news, Director G Mason Morfit acquired 96,000 shares of the business’s stock in a transaction that occurred 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 completion of the acquisition, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This represents a 3.31% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total transaction of $31,598.00. Following the sale, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,085,096,889. This represents a 0.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 168,534 shares of company stock valued at $39,985,777. 3.00% of the stock is currently owned by corporate insiders.

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.