Versor Investments LP Acquires Shares of 3,501 Salesforce Inc. $CRM

Versor Investments LP acquired a new stake in shares of Salesforce Inc. (NYSE:CRM) in the third quarter, HoldingsChannel reports. The firm acquired 3,501 shares of the CRM provider’s stock, valued at approximately $830,000.

Several other hedge funds have also recently made changes to their positions in CRM. Marquette Asset Management LLC bought a new position in Salesforce during the 3rd quarter valued at about $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce in the 2nd quarter valued at $27,000. Quaker Wealth Management LLC boosted its holdings 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 buying an additional 242 shares in the last quarter. Spurstone Advisory Services LLC purchased a new stake in shares of Salesforce during the 2nd quarter valued at $34,000. Finally, Country Trust Bank grew its stake 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 acquiring an additional 112 shares during the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Trading Down 0.3%

Shares of Salesforce stock opened at $193.42 on Wednesday. Salesforce Inc. has a 12-month low of $185.73 and a 12-month high of $330.35. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market cap of $181.23 billion, a price-to-earnings ratio of 25.82, a PEG ratio of 1.32 and a beta of 1.27. The company has a fifty day simple moving average of $241.96 and a 200-day simple moving average of $244.02.

Salesforce (NYSE:CRM) last announced 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. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. During the same period in the prior year, the firm earned $2.41 EPS. The business’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, equities analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a dividend of $0.416 per share. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Analysts Set New Price Targets

Several analysts have weighed in on the company. TD Cowen reiterated a “buy” rating on shares of Salesforce in a research note on Thursday, December 4th. Guggenheim reaffirmed a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Oppenheimer dropped their price target on shares of Salesforce from $315.00 to $300.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Finally, JMP Securities reaffirmed a “market outperform” rating and set a $430.00 price objective on shares of Salesforce in a research report on Friday, October 17th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $323.57.

Insider Activity

In related news, insider Parker Harris sold 134,662 shares of the firm’s 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 completion of the sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director David Blair Kirk purchased 1,936 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was acquired at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 3.00% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strategists say the recent AI‑driven sell-off creates a buying opportunity in higher‑quality software names, highlighting Salesforce as a rebound candidate as investors rotate back into beaten-down leaders. AI disruption create buying chance
• Positive Sentiment: MarketBeat argues AI fears are overblown and profiles Salesforce as underestimated, citing strong AI/product positioning, recent outperformance on earnings, and analyst upside — a bullish case for a multi‑quarter rebound. AI Disruption Overblown
• Positive Sentiment: Forbes highlights Salesforce’s history of sharp rebounds and argues the stock is primed for a major recovery if execution and AI monetization continue, supporting an investors‑buy‑the‑dip thesis. Forbes rebound thesis
• Positive Sentiment: Brokerage coverage has turned constructive in places (Wedbush among them), calling the “software Armageddon” sentiment overdone and recommending accumulation of enterprise SaaS names including CRM. Wedbush bullish on Salesforce
• Positive Sentiment: Market breadth improved as Nasdaq regained ground and the Fear & Greed index moved toward neutral, reducing technical pressure on large-cap software stocks like Salesforce. Nasdaq rebound and sentiment
• Neutral Sentiment: Analysts note CRM has fallen roughly 17% over six months; coverage pieces weigh the pullback versus Salesforce’s AI runway and recurring revenue strength — framing this as a possible buying opportunity but not a consensus trigger. Zacks six‑month pullback
• Neutral Sentiment: Several roundup pieces include CRM among blue‑chip/software names to watch, reflecting continued analyst interest but not providing new company‑specific catalysts. Zacks blue‑chip list
• Negative Sentiment: Company headcount was trimmed by fewer than 1,000 roles (reported across marketing, product and data teams), which introduces short‑term execution risk and signals cost‑cutting/realignment that investors may view as a near‑term negative. Reuters on Salesforce layoffs

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.