Continuum Advisory LLC Purchases 2,043 Shares of Salesforce Inc. $CRM

Continuum Advisory LLC boosted its position in Salesforce Inc. (NYSE:CRM) by 10.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 22,224 shares of the CRM provider’s stock after acquiring an additional 2,043 shares during the period. Continuum Advisory LLC’s holdings in Salesforce were worth $5,267,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank acquired a new stake in shares of Salesforce in the second quarter valued at approximately $2,826,049,000. Laurel Wealth Advisors LLC raised its stake in Salesforce by 27,361.5% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after acquiring an additional 3,411,700 shares during the period. Acadian Asset Management LLC lifted its holdings in Salesforce by 1,729.6% during the 2nd quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after purchasing an additional 1,865,297 shares during the last quarter. Amundi boosted its position in Salesforce by 26.2% during the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after purchasing an additional 1,612,413 shares during the period. Finally, Schroder Investment Management Group increased its holdings in shares of Salesforce by 45.8% in the second quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock valued at $1,072,202,000 after purchasing an additional 1,234,969 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Key Stores Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large enterprise validation — Novartis picked Salesforce’s Agentforce Life Sciences for customer engagement, a meaningful commercial win that supports revenue/contract momentum in the healthcare vertical. Novartis Selects Salesforce’s (CRM) Agentforce Life Sciences for Customer Engagement
• Positive Sentiment: Institutional demand — the Artisan Value Fund’s recent purchase of CRM signals active asset-allocation interest from value-oriented managers, potentially supporting near-term buying pressure. Here’s what drove the Artisan Value Fund to pick Salesforce (CRM)
• Positive Sentiment: Bullish investor commentary — multiple bullish pieces argue CRM is attractively valued and positioned to benefit from agentic AI (Agentforce/Einstein), with some investors publicly increasing exposure. That narrative supports expectations for accelerating growth and margin expansion. Salesforce Strong Performance, Why I Am Buying More
• Positive Sentiment: Sentiment rebound story — MarketBeat highlights CRM among the most-downgraded-then-rebounding names, noting a confirmed price floor and analyst forecasts pointing to meaningful upside as AI momentum converts to demand. 2025’s Most Downgraded Stocks: Buy, Sell, or Hold in 2026
• Positive Sentiment: Buy-side echo — coverage from outlets arguing CRM is undervalued and an AI beneficiary (InsiderMonkey, The Motley Fool) adds to the buy-case narrative and could attract bargain hunters. Is Salesforce, Inc. (CRM) The Most Undervalued Tech Giant to Buy?
• Neutral Sentiment: Analyst/blog mentions — broad coverage (Zacks Analyst Blog picked up in The Globe & Mail) keeps CRM top-of-mind for investors but is mostly descriptive rather than catalytic. The Zacks Analyst Blog Highlights Micron, Applied Materials, Salesforce and Cisco Systems
• Neutral Sentiment: Mixed forecasts — forecasters and long-horizon price-target pieces note volatile 2025 performance, large recent swings and differing upside estimates; useful for positioning but not an immediate catalyst. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026-2030
• Negative Sentiment: Competitive caution — a Zacks comparison flags ServiceNow’s faster growth and large-deal momentum as advantages over CRM, underscoring execution risk and the need for Salesforce to convert AI momentum into durable market-share gains. Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?

Insider Activity at Salesforce

In other Salesforce news, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction dated Friday, December 5th. The shares were bought at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the purchase, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This trade represents a 3.31% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Marc Benioff sold 2,250 shares of the business’s stock in a transaction on Monday, October 27th. The stock was sold at an average price of $256.13, for a total value of $576,292.50. Following the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,050,910,680.23. This trade represents a 0.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 164,034 shares of company stock valued at $38,889,037 over the last three months. 3.00% of the stock is owned by insiders.

Salesforce Stock Performance

NYSE:CRM opened at $266.29 on Tuesday. The company has a market cap of $249.51 billion, a price-to-earnings ratio of 35.55, a PEG ratio of 1.98 and a beta of 1.25. Salesforce Inc. has a fifty-two week low of $221.96 and a fifty-two week high of $367.09. 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 fifty day moving average price of $249.40 and a 200-day moving average price of $251.50.

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

Salesforce Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms have recently issued reports on CRM. Guggenheim restated a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. JMP Securities restated a “market outperform” rating and set a $430.00 price objective on shares of Salesforce in a research report on Friday, October 17th. Stifel Nicolaus reduced their price objective on Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, October 9th. Roth Capital reiterated a “buy” rating and set a $395.00 target price on shares of Salesforce in a research note on Thursday, September 4th. Finally, UBS Group reissued a “neutral” rating and set a $260.00 price target on shares of Salesforce in a report on Thursday, December 4th. One 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. Based on data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $326.68.

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.