Investment House LLC Lowers Stock Position in Salesforce Inc. $CRM

Investment House LLC decreased its holdings in shares of Salesforce Inc. (NYSE:CRM) by 93.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,050 shares of the CRM provider’s stock after selling 40,463 shares during the period. Investment House LLC’s holdings in Salesforce were worth $723,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the business. GDS Wealth Management grew its holdings in Salesforce by 4.9% during the third quarter. GDS Wealth Management now owns 69,193 shares of the CRM provider’s stock worth $16,399,000 after acquiring an additional 3,237 shares during the period. Blackhawk Capital Partners LLC boosted its position in shares of Salesforce by 316.3% during the 3rd quarter. Blackhawk Capital Partners LLC now owns 8,343 shares of the CRM provider’s stock worth $1,977,000 after purchasing an additional 6,339 shares in the last quarter. Trek Financial LLC grew its stake in shares of Salesforce by 29.1% during the 3rd quarter. Trek Financial LLC now owns 6,158 shares of the CRM provider’s stock worth $1,459,000 after purchasing an additional 1,388 shares during the period. Modera Wealth Management LLC increased its holdings in shares of Salesforce by 0.4% in the 3rd quarter. Modera Wealth Management LLC now owns 27,720 shares of the CRM provider’s stock valued at $6,570,000 after purchasing an additional 122 shares in the last quarter. Finally, PFG Investments LLC increased its holdings in shares of Salesforce by 56.2% in the 3rd quarter. PFG Investments LLC now owns 12,540 shares of the CRM provider’s stock valued at $2,972,000 after purchasing an additional 4,511 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Salesforce

In other Salesforce news, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated 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 sale, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. This trade represents a 49.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction dated 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 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 143,177 shares of company stock valued at $33,714,069. 3.00% of the stock is currently owned by insiders.

More Salesforce News

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

Wall Street Analysts Forecast Growth

CRM has been the topic of a number of research analyst reports. Wedbush reissued an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Citigroup lowered Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 5th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. Barclays boosted their target price on Salesforce from $330.00 to $338.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. Finally, Stifel Nicolaus dropped their price target on Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned 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, Salesforce presently has a consensus rating of “Moderate Buy” and an average target price of $324.51.

Salesforce Price Performance

NYSE:CRM opened at $228.02 on Monday. Salesforce Inc. has a 12-month low of $218.96 and a 12-month high of $367.09. The firm has a market cap of $213.65 billion, a price-to-earnings ratio of 30.44, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26. The company’s 50-day moving average is $247.54 and its two-hundred day moving average is $248.68. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. The business had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders 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 of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is currently 22.16%.

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.