Bank Hapoalim BM Sells 5,348 Shares of Salesforce Inc. $CRM

Bank Hapoalim BM cut its stake in shares of Salesforce Inc. (NYSE:CRM) by 23.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 17,914 shares of the CRM provider’s stock after selling 5,348 shares during the quarter. Bank Hapoalim BM’s holdings in Salesforce were worth $4,246,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the company. Painted Porch Advisors LLC grew its position in Salesforce by 260.0% during the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after buying an additional 65 shares during the period. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce during the 2nd quarter worth $27,000. Marquette Asset Management LLC bought a new stake in shares of Salesforce during the 3rd quarter valued at $26,000. Maseco LLP purchased a new stake in shares of Salesforce in the 2nd quarter worth $34,000. Finally, Spurstone Advisory Services LLC bought a new position in Salesforce in the 2nd quarter worth $34,000. Institutional investors own 80.43% of the company’s stock.

Salesforce Price Performance

CRM 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 company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $212.79 billion, a PE ratio of 30.32, a P/E/G ratio of 1.69 and a beta of 1.26. The stock’s 50 day moving average is $249.36 and its two-hundred day moving average is $250.45.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The business had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the business earned $2.41 EPS. The business’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. Analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms have issued reports on CRM. Stifel Nicolaus cut their price target on Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, October 9th. BMO Capital Markets cut their price objective on Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Evercore ISI reduced their target price on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Wedbush restated an “outperform” rating and set a $375.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $324.51.

Key Headlines Impacting Salesforce

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

Insider Buying and Selling at Salesforce

In other Salesforce news, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction on Friday, December 5th. The stock was bought at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction 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 sale, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 152,177 shares of company stock valued at $36,015,774. 3.00% of the stock is currently owned by insiders.

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.