Diversified Trust Co Sells 8,246 Shares of Salesforce Inc. $CRM

Diversified Trust Co reduced its stake in shares of Salesforce Inc. (NYSE:CRM) by 29.7% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 19,540 shares of the CRM provider’s stock after selling 8,246 shares during the period. Diversified Trust Co’s holdings in Salesforce were worth $4,631,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Painted Porch Advisors LLC raised its position in Salesforce by 260.0% in the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after buying an additional 65 shares during the last quarter. Evolution Wealth Management Inc. bought a new stake in shares of Salesforce in the 2nd quarter worth $27,000. CBIZ Investment Advisory Services LLC raised its holdings in shares of 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 shares of Salesforce by 383.3% in the second quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after purchasing an additional 92 shares during the last quarter. Finally, Maseco LLP bought a new position in shares of Salesforce during the second quarter valued at about $34,000. Institutional investors own 80.43% of the company’s stock.

Insider Transactions at Salesforce

In other news, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction on 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 completion of the transaction, the insider directly owned 139,767 shares in the company, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Marc Benioff sold 2,250 shares of the stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $256.13, for a total value of $576,292.50. Following the sale, the chief executive officer directly owned 11,911,571 shares in the company, 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 sold 164,034 shares of company stock valued at $38,889,037 over the last three months. Company insiders own 3.00% of the company’s stock.

Salesforce Trading Up 0.1%

Shares of Salesforce stock opened at $266.29 on Tuesday. The stock has a market capitalization of $249.51 billion, a P/E ratio of 35.55, a P/E/G ratio of 1.98 and a beta of 1.25. Salesforce Inc. has a 52-week low of $221.96 and a 52-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’s 50-day simple moving average is $249.40 and its 200 day simple moving average is $251.50.

Salesforce (NYSE:CRM) last posted its 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. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter last year, the company earned $2.41 earnings per share. The company’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, research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders 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 dividend payout ratio is currently 22.16%.

Analyst Ratings Changes

A number of brokerages have issued reports on CRM. Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 price objective on shares of Salesforce in a research report on Thursday, December 4th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $430.00 target price on shares of Salesforce in a report on Tuesday, December 2nd. Deutsche Bank Aktiengesellschaft increased their price target on Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Barclays boosted their price objective on Salesforce from $316.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday, December 4th. Finally, Sanford C. Bernstein reaffirmed an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $326.68.

Key Headlines 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?

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.