Salesforce Inc. $CRM Shares Bought by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC grew its position in Salesforce Inc. (NYSE:CRM) by 4.9% in the third quarter, Holdings Channel.com reports. The fund owned 50,144 shares of the CRM provider’s stock after buying an additional 2,340 shares during the period. Exencial Wealth Advisors LLC’s holdings in Salesforce were worth $11,884,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after buying an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after acquiring an additional 205 shares during the last quarter. Bison Wealth LLC lifted its holdings in Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares during the last quarter. Gradient Investments LLC boosted its stake in Salesforce by 1.2% in the second quarter. Gradient Investments LLC now owns 44,824 shares of the CRM provider’s stock valued at $12,223,000 after acquiring an additional 541 shares during the period. Finally, FF Advisors LLC grew its holdings in shares of Salesforce by 2.2% during the second quarter. FF Advisors LLC now owns 1,992 shares of the CRM provider’s stock valued at $543,000 after purchasing an additional 43 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.

Salesforce Price Performance

Shares of NYSE CRM opened at $240.95 on Wednesday. The stock has a market cap of $225.77 billion, a P/E ratio of 32.17, a P/E/G ratio of 1.93 and a beta of 1.26. The firm’s 50-day simple moving average is $250.00 and its 200 day simple moving average is $251.12. Salesforce Inc. has a fifty-two week low of $221.96 and a fifty-two week high of $367.09. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $10.27 billion. During the same quarter last year, the company earned $2.41 EPS. Salesforce’s quarterly revenue was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

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

More Salesforce News

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 bought 96,000 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The stock was acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the purchase, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This represents a 3.31% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $259.00, for a total value of $31,598.00. Following the transaction, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. The trade was a 0.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 150,534 shares of company stock valued at $35,636,954. 3.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on CRM shares. Bank of America cut their price target on Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a report on Monday, November 17th. Robert W. Baird dropped their target price on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Morgan Stanley cut their target price on Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a research note on Tuesday, December 9th. Needham & Company LLC reissued a “buy” rating and set a $400.00 price target on shares of Salesforce in a report on Thursday, December 4th. Finally, Sanford C. Bernstein restated an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target 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.