ABN AMRO Bank N.V. Purchases 53,498 Shares of Salesforce Inc. $CRM

ABN AMRO Bank N.V. boosted its position in Salesforce Inc. (NYSE:CRM) by 161.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 86,622 shares of the CRM provider’s stock after acquiring an additional 53,498 shares during the period. ABN AMRO Bank N.V.’s holdings in Salesforce were worth $20,594,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Evolution Wealth Management Inc. acquired a new stake in shares of Salesforce during the 2nd quarter worth about $27,000. Marquette Asset Management LLC acquired a new position in Salesforce in the 3rd quarter valued at about $26,000. Spurstone Advisory Services LLC bought a new position in Salesforce in the 2nd quarter valued at about $34,000. Quaker Wealth Management LLC lifted its position in Salesforce by 208.6% during the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after acquiring an additional 242 shares during the last quarter. Finally, Country Trust Bank lifted its position in 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 acquiring an additional 112 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Salesforce

In other news, Director G Mason Morfit bought 96,000 shares of the company’s stock in a transaction on Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the transaction, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction dated Tuesday, December 2nd. The shares were 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 in the company, valued at $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.00% of the company’s stock.

Salesforce Price Performance

Salesforce stock opened at $199.30 on Thursday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. Salesforce Inc. has a 52 week low of $187.28 and a 52 week high of $348.04. The stock has a market capitalization of $186.74 billion, a P/E ratio of 26.61, a price-to-earnings-growth ratio of 1.33 and a beta of 1.27. The stock has a fifty day moving average of $245.13 and a 200-day moving average of $246.24.

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

Salesforce Dividend Announcement

The business also recently announced 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 0.8%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Evercore ISI lowered their target price on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Barclays lifted their target price on Salesforce from $330.00 to $338.00 and gave the stock an “overweight” rating in a report on Monday, January 12th. Arete Research upgraded shares of Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, Morgan Stanley lowered their price target on shares of Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and an average price target of $323.57.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce won a large U.S. Army cloud deal (reported value ~$5.6B), a direct revenue and backlog catalyst that supports long-term enterprise demand for CRM’s cloud services. Salesforce (CRM) Wins $5.6 Billion Army Deal
• Positive Sentiment: Strong AI adoption narrative: analysts and commentators highlight rising enterprise AI use of Salesforce tools — investors view current revenue lag as an opportunity for future upside. Salesforce: AI Adoption Is Surging
• Positive Sentiment: Technical/flow factors: analysts note the stock has been oversold after a steep sell-off and that exhausted selling could trigger a short-term rebound — a likely reason for today’s intraday strength. After Plunging 17.7% in 4 Weeks, Here’s Why the Trend Might Reverse
• Neutral Sentiment: Company scheduled Q4 & full-year fiscal 2026 results on Feb. 25 (after market), which will be a near-term volatility event and likely driver of positioning between now and the print. Salesforce Announces Timing of its Fourth Quarter and Full Year Fiscal 2026 Results Conference Call
• Neutral Sentiment: Analyst coverage is active — services compiling 25 experts’ views and debate over fair value/undervaluation, so investor sentiment remains mixed and will hinge on upcoming guidance. The Analyst Verdict: Salesforce In The Eyes Of 25 Experts
• Neutral Sentiment: High-profile commentators (Jim Cramer) continue to discuss the stock’s fundamentals and long-term ownership, keeping retail attention elevated but not unambiguously bullish. Jim Cramer highlights that the charitable trust has owned Salesforce for “years and years”
• Negative Sentiment: Broader software-sector AI fears are weighing on the group — new competitive features from AI rivals are stoking concerns about disruption and have pressured cloud/software names. This sector headwind is a key reason for recent weakness. Software experiencing ‘most exciting moment’ as AI fears hammer the stocks
• Negative Sentiment: Short-term valuation and sentiment concerns: coverage pieces warn CRM may be a “value trap” after a 42% year decline and a recent 52-week low, keeping some investors cautious. Is CRM Stock A Value Play Or A Value Trap?

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.