Exchange Traded Concepts LLC Boosts Stock Holdings in Salesforce Inc. $CRM

Exchange Traded Concepts LLC lifted its holdings in Salesforce Inc. (NYSE:CRM) by 110.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 40,320 shares of the CRM provider’s stock after acquiring an additional 21,178 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Salesforce were worth $9,556,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Painted Porch Advisors LLC boosted its position in Salesforce by 260.0% during the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Evolution Wealth Management Inc. bought a new stake in Salesforce during the second quarter valued at about $27,000. CBIZ Investment Advisory Services LLC grew its stake in Salesforce by 314.8% in the first quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock valued at $30,000 after purchasing an additional 85 shares during the last quarter. Christopher J. Hasenberg Inc raised its holdings in Salesforce by 383.3% in the second quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock worth $32,000 after purchasing an additional 92 shares in the last quarter. Finally, Maseco LLP purchased a new stake in shares of Salesforce during the second quarter valued at about $34,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on CRM shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Salesforce in a research report on Monday, December 15th. Morgan Stanley reduced their price target on Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. Northland Capmk lowered Salesforce from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 14th. JPMorgan Chase & Co. dropped their target price on Salesforce from $380.00 to $365.00 and set an “overweight” rating on the stock in a research note on Thursday, September 4th. Finally, Wells Fargo & Company reduced their target price on Salesforce from $275.00 to $265.00 and set an “equal weight” rating on the stock in a research 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 issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $326.68.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the transaction, 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. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Parker Harris sold 134,662 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the sale, the insider directly owned 139,767 shares in the company, valued at $32,803,314.90. This represents a 49.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 168,534 shares of company stock worth $39,985,777 over the last ninety days. 3.00% of the stock is owned by insiders.

Key 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

Salesforce Stock Performance

Shares of CRM opened at $263.53 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 of $247.73 and a two-hundred day moving average of $251.58. The stock has a market cap of $246.92 billion, a P/E ratio of 35.18, a P/E/G ratio of 1.97 and a beta of 1.25. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09.

Salesforce (NYSE:CRM) last announced 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. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. During the same period last year, the business posted $2.41 earnings per share. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, research analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

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

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.