Gibraltar Capital Management Inc. Makes New $6.46 Million Investment in Salesforce Inc. $CRM

Gibraltar Capital Management Inc. purchased a new stake in Salesforce Inc. (NYSE:CRM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 27,255 shares of the CRM provider’s stock, valued at approximately $6,459,000.

Several other large investors have also modified their holdings of the company. 4WEALTH Advisors Inc. grew its stake in Salesforce by 25.6% in the 3rd quarter. 4WEALTH Advisors Inc. now owns 1,896 shares of the CRM provider’s stock valued at $449,000 after buying an additional 387 shares during the last quarter. WoodTrust Financial Corp grew its position in shares of Salesforce by 0.9% in the third quarter. WoodTrust Financial Corp now owns 59,650 shares of the CRM provider’s stock valued at $14,137,000 after purchasing an additional 519 shares during the last quarter. EULAV Asset Management increased its stake in shares of Salesforce by 87.4% in the third quarter. EULAV Asset Management now owns 89,006 shares of the CRM provider’s stock worth $21,094,000 after purchasing an additional 41,500 shares during the period. EdgeRock Capital LLC lifted its position in shares of Salesforce by 4.5% during the 3rd quarter. EdgeRock Capital LLC now owns 1,177 shares of the CRM provider’s stock worth $279,000 after purchasing an additional 51 shares during the last quarter. Finally, Fiduciary Wealth Partners LLC bought a new stake in Salesforce during the 3rd quarter valued at approximately $352,000. 80.43% of the stock is owned by institutional investors.

Analysts Set New Price Targets

CRM has been the subject of a number of research analyst reports. Sanford C. Bernstein reiterated an “underperform” rating on shares of Salesforce in a report on Thursday, December 4th. Needham & Company LLC reiterated a “buy” rating and set a $400.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. Citizens Jmp reaffirmed a “market outperform” rating and set a $430.00 price objective on shares of Salesforce in a research report on Tuesday, December 2nd. Finally, Wedbush reissued an “outperform” rating and set a $375.00 target price 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $324.51.

Insiders Place Their Bets

In other news, CEO Marc Benioff sold 122 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the sale, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. This represents a 0.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the acquisition, the director directly owned 2,994,509 shares in the company, valued at $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 152,177 shares of company stock worth $36,015,774 over the last quarter. Corporate insiders own 3.00% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

Salesforce Trading Down 2.8%

Shares of Salesforce stock opened at $227.10 on Friday. Salesforce Inc. has a 52-week low of $221.96 and a 52-week high of $367.09. The firm has a market capitalization of $212.79 billion, a PE ratio of 30.32, a price-to-earnings-growth ratio of 1.74 and a beta of 1.26. 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 company’s fifty day moving average price is $249.36 and its two-hundred day moving average price is $250.60.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share 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 business had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the previous year, the business earned $2.41 EPS. The firm’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. On average, analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

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