Blackhawk Capital Partners LLC Acquires 6,339 Shares of Salesforce Inc. $CRM

Blackhawk Capital Partners LLC boosted its stake in Salesforce Inc. (NYSE:CRM) by 316.3% in the third quarter, HoldingsChannel.com reports. The firm owned 8,343 shares of the CRM provider’s stock after buying an additional 6,339 shares during the period. Blackhawk Capital Partners LLC’s holdings in Salesforce were worth $1,977,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Marquette Asset Management LLC bought a new stake in Salesforce in the third quarter valued at approximately $26,000. Evolution Wealth Management Inc. acquired a new position in shares of Salesforce in the 2nd quarter worth approximately $27,000. Quaker Wealth Management LLC boosted its stake in shares of Salesforce by 208.6% in the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after purchasing an additional 242 shares during the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of Salesforce during the second quarter worth $34,000. Finally, Country Trust Bank increased its position in shares of Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after buying an additional 112 shares during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

Analyst Ratings Changes

A number of brokerages have commented on CRM. Oppenheimer cut their price target on shares of Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a research report on Monday, December 1st. DA Davidson upped their target price on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. JMP Securities reiterated a “market outperform” rating and issued a $430.00 target price on shares of Salesforce in a report on Friday, October 17th. TD Cowen reissued a “buy” rating on shares of Salesforce in a research note on Thursday, December 4th. Finally, Citigroup downgraded shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce Price Performance

Shares of NYSE:CRM opened at $228.02 on Friday. Salesforce Inc. has a twelve month low of $218.96 and a twelve month high of $367.09. The stock’s 50 day moving average is $247.54 and its 200-day moving average is $249.01. 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 firm has a market capitalization of $213.65 billion, a price-to-earnings ratio of 30.44, a PEG ratio of 1.70 and a beta of 1.26.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the previous year, the business posted $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. Sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

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

Insiders Place Their Bets

In other news, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the transaction, the insider owned 139,767 shares in the company, valued at $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David Blair Kirk purchased 1,936 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold 145,427 shares of company stock worth $34,290,361 in the last 90 days. Company insiders own 3.00% of the company’s stock.

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.