Salesforce Inc. $CRM Shares Bought by EULAV Asset Management

EULAV Asset Management boosted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 87.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 89,006 shares of the CRM provider’s stock after purchasing an additional 41,500 shares during the quarter. EULAV Asset Management’s holdings in Salesforce were worth $21,094,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in CRM. Scott & Selber Inc. lifted its position in shares of Salesforce by 0.7% during the 2nd quarter. Scott & Selber Inc. now owns 5,850 shares of the CRM provider’s stock valued at $1,595,000 after buying an additional 39 shares in the last quarter. Hanson & Doremus Investment Management raised its position in Salesforce by 6.9% during the second quarter. Hanson & Doremus Investment Management now owns 607 shares of the CRM provider’s stock worth $166,000 after acquiring an additional 39 shares during the period. Beverly Hills Private Wealth LLC raised its position in Salesforce by 2.3% during the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock worth $468,000 after acquiring an additional 39 shares during the period. Lifeworks Advisors LLC lifted its holdings in Salesforce by 2.9% during the second 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 grew its position in shares of Salesforce by 1.9% in the second quarter. BankPlus Wealth Management LLC now owns 2,264 shares of the CRM provider’s stock valued at $617,000 after purchasing an additional 42 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was acquired at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the acquisition, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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.

Trending Headlines about Salesforce

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on CRM. Canaccord Genuity Group restated a “buy” rating and set a $300.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Sanford C. Bernstein reiterated an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Arete Research raised Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. Needham & Company LLC restated a “buy” rating and issued a $400.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Finally, Robert W. Baird dropped their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $326.50.

Salesforce Price Performance

NYSE:CRM opened at $233.30 on Friday. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The stock has a market cap of $218.60 billion, a PE ratio of 31.15, a P/E/G ratio of 1.79 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 has a 50 day moving average price of $249.62 and a 200 day moving average price of $250.92.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $10.27 billion. During the same period in the prior year, the business earned $2.41 EPS. The firm’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 research analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed 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 dividend payout ratio (DPR) is presently 22.16%.

About Salesforce

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.