Generali Powszechne Towarzystwo Emerytalne Has $27.45 Million Stake in Salesforce Inc. $CRM

Generali Powszechne Towarzystwo Emerytalne increased its stake in shares of Salesforce Inc. (NYSE:CRM) by 15.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 115,800 shares of the CRM provider’s stock after acquiring an additional 15,800 shares during the quarter. Salesforce makes up 5.3% of Generali Powszechne Towarzystwo Emerytalne’s investment portfolio, making the stock its 8th largest position. Generali Powszechne Towarzystwo Emerytalne’s holdings in Salesforce were worth $27,445,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of CRM. Avantax Advisory Services Inc. raised its holdings in Salesforce by 4.0% in the second quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock worth $23,814,000 after purchasing an additional 3,387 shares in the last quarter. Grant Private Wealth Management Inc purchased a new position in Salesforce during the third quarter valued at $1,458,000. Advyzon Investment Management LLC boosted its holdings in Salesforce by 57.4% in the second quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock worth $514,000 after acquiring an additional 687 shares in the last quarter. CX Institutional grew its stake in shares of Salesforce by 78.0% in the third quarter. CX Institutional now owns 43,186 shares of the CRM provider’s stock worth $10,235,000 after acquiring an additional 18,927 shares during the last quarter. Finally, Atalanta Sosnoff Capital LLC increased its holdings in shares of Salesforce by 8.5% during the second quarter. Atalanta Sosnoff Capital LLC now owns 206,614 shares of the CRM provider’s stock valued at $56,342,000 after acquiring an additional 16,176 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Salesforce Price Performance

NYSE CRM opened at $233.30 on Friday. The stock has a market capitalization of $218.60 billion, a price-to-earnings ratio of 31.15, a PEG ratio of 1.79 and a beta of 1.26. Salesforce Inc. has a 1-year low of $221.96 and a 1-year high of $367.09. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The business’s fifty day moving average price is $249.62 and its 200-day moving average price is $250.92.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 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 company had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the previous year, the company posted $2.41 earnings per share. Salesforce’s revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, equities analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

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

Insider Buying and Selling at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were 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 of the company’s stock, valued at $32,803,314.90. This represents a 49.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 152,177 shares of company stock valued at $36,015,774 in the last quarter. Insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Cowen reiterated a “buy” rating on shares of Salesforce in a research note on Thursday, December 4th. Robert W. Baird dropped their target price on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Mizuho set a $340.00 price target on shares of Salesforce in a report on Wednesday, December 10th. Evercore ISI reduced their price target on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Finally, Macquarie upped their price objective on Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $326.50.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy and $330 price target, giving institutional validation to Salesforce’s recovery/story and supporting upside vs. current levels. Goldman Sachs Assumes Coverage of Salesforce (CRM) Stock
• Positive Sentiment: Salesforce is pushing Agentforce (agentic AI) into marquee use cases — World Economic Forum will use an Agentforce-powered assistant at Davos, raising visibility and enterprise validation for the platform. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: New commercial partnerships are expanding Agentforce’s addressable market — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, strengthening healthcare go‑to‑market and use-case monetization. Viz.ai and Salesforce Collaborate to Transform Pharma Engagement
• Positive Sentiment: Product progress: Slackbot revamp is generally available and other Agentforce commentary from analysts/covering outlets highlight potential medium‑term revenue acceleration if adoption scales. Salesforce makes revamped Slackbot generally available
• Neutral Sentiment: Analyst and investor write-ups (Seeking Alpha, Zacks) argue CRM’s long‑term growth profile and discounted cash‑flow multiples remain attractive — supportive longer‑term but not a trigger for near‑term moves. Salesforce: Cheap 14x FCF Multiple And Agentforce Acceleration
• Neutral Sentiment: Market‑level indicators show mixed signals (S&P futures/enterprise software momentum pieces) — macro/sector flows remain an important short‑term force. Salesforce (NYSE:CRM) S&P Futures Signal Enterprise Software Momentum
• Negative Sentiment: Unusually heavy put buying: traders purchased ~157k put contracts today (well above average), a clear short‑term bearish signal and likely contributor to the intraday selloff as hedging and directional bets ramp up.
• Negative Sentiment: Sector fears about agentic AI cannibalizing SaaS license revenue (Claude Code headlines) are pressuring CRM names; analysts and market pieces argue agentic agents could reduce demand for high‑margin human‑driven services. Why Salesforce stock is already down 10% this year
• Negative Sentiment: Multiple media pieces question whether the pullback makes CRM a bargain or a value trap and show the stock lagging other AI/software names — sentiment and headline risk are keeping selling pressure elevated. Salesforce stock has imploded: Is it a bargain or a value trap? Salesforce lags in 2026 as software stocks react to AI concerns

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.