Global Wealth Management Investment Advisory Inc. Buys 2,295 Shares of Salesforce Inc. $CRM

Global Wealth Management Investment Advisory Inc. grew its stake in shares of Salesforce Inc. (NYSE:CRM) by 20.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,498 shares of the CRM provider’s stock after acquiring an additional 2,295 shares during the period. Global Wealth Management Investment Advisory Inc.’s holdings in Salesforce were worth $3,199,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Scott & Selber Inc. lifted its holdings in shares of Salesforce by 0.7% in the 2nd quarter. Scott & Selber Inc. now owns 5,850 shares of the CRM provider’s stock worth $1,595,000 after buying an additional 39 shares during the period. Hanson & Doremus Investment Management grew its holdings in Salesforce by 6.9% during the 2nd quarter. Hanson & Doremus Investment Management now owns 607 shares of the CRM provider’s stock worth $166,000 after acquiring an additional 39 shares in the last quarter. Beverly Hills Private Wealth LLC increased its position in Salesforce by 2.3% during the 2nd quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock valued at $468,000 after purchasing an additional 39 shares during the period. Lifeworks Advisors LLC raised its holdings in shares of Salesforce by 2.9% in the 2nd quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock valued at $387,000 after purchasing an additional 40 shares in the last quarter. Finally, BankPlus Wealth Management LLC lifted its position in shares of Salesforce by 1.9% in the 2nd quarter. BankPlus Wealth Management LLC now owns 2,264 shares of the CRM provider’s stock worth $617,000 after purchasing an additional 42 shares during the period. Institutional investors own 80.43% of the company’s stock.

Salesforce Price Performance

Shares of CRM stock opened at $240.95 on Wednesday. Salesforce Inc. has a fifty-two week low of $221.96 and a fifty-two week high of $367.09. The firm has a market capitalization of $225.77 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 1.93 and a beta of 1.26. 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 $250.00 and its 200-day simple moving average is $251.12.

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

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Goldman Sachs initiated coverage on CRM with a Buy and a $330 price target, signaling sizable upside from current levels and likely supporting renewed institutional interest. Salesforce (CRM) Receives a Buy from Goldman Sachs
• Positive Sentiment: Salesforce launched an upgraded Slackbot (Agentforce/Slack integration) powered by Anthropic models and announced general availability — a product push that strengthens its AI agent strategy and could help monetize data across customers. Salesforce releases updated Slackbot powered by Anthropic’s AI model Salesforce Announces the General Availability of Slackbot – Your Personal Agent for Work
• Positive Sentiment: MarketBeat included Salesforce in a list of AI/cross-cloud winners, highlighting Agentforce and a path to accelerating growth — a narrative that supports longer-term upside. 5 AI Stocks Positioned to Win, No Matter What (CRM)
• Neutral Sentiment: Analysts and industry pieces (Zacks, MSN review) are dissecting Salesforce’s strategy (Data 360, Agentforce) as management leans on higher‑value AI/analytics products to counter slowing top-line growth — a potential multi-quarter transition that creates execution risk and opportunity. Can Salesforce’s Data 360 Push Drive Its Next Phase of Sales Growth? Salesforce CRM review
• Negative Sentiment: MSN and other reports note a sharp intraday selloff—investors appear to be reacting to mixed signals (solid EPS beat but cooler revenue/growth trends and transition execution risk), prompting heavier trading and downside pressure. This market reaction helps explain why shares are falling despite positive product and analyst news. Why Salesforce (CRM) shares are plunging today

Insider Transactions at Salesforce

In other news, Director G Mason Morfit purchased 96,000 shares of the company’s stock in a transaction on Friday, December 5th. The shares were acquired 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 $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction dated Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have sold 150,534 shares of company stock worth $35,636,954. Insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on CRM shares. The Goldman Sachs Group initiated coverage on shares of Salesforce in a report on Monday. They set a “buy” rating and a $330.00 price objective on the stock. Evercore ISI cut their price target on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Weiss Ratings restated a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. Piper Sandler reaffirmed an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Wedbush reiterated an “outperform” rating and issued a $375.00 target price 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 given a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and a consensus target price of $326.50.

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.