Salesforce Inc. $CRM Position Reduced by Cibc World Market Inc.

Cibc World Market Inc. reduced its position in shares of Salesforce Inc. (NYSE:CRM) by 41.5% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 135,997 shares of the CRM provider’s stock after selling 96,664 shares during the quarter. Cibc World Market Inc.’s holdings in Salesforce were worth $32,231,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Marquette Asset Management LLC acquired a new stake in Salesforce in the 3rd quarter valued at about $26,000. Evolution Wealth Management Inc. bought a new stake in shares of Salesforce in the 2nd quarter worth approximately $27,000. Quaker Wealth Management LLC lifted its stake in Salesforce by 208.6% during the second 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 bought a new stake in Salesforce during the second quarter worth approximately $34,000. Finally, Country Trust Bank grew its position in Salesforce by 658.8% in 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 last quarter. Institutional investors own 80.43% of the company’s stock.

Salesforce Stock Down 4.4%

CRM opened at $184.93 on Thursday. The company has a market capitalization of $173.27 billion, a PE ratio of 24.69, a price-to-earnings-growth ratio of 1.32 and a beta of 1.27. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. Salesforce Inc. has a fifty-two week low of $181.81 and a fifty-two week high of $330.35. The business has a 50-day moving average of $240.89 and a 200-day moving average of $243.60.

Salesforce (NYSE:CRM) last released its quarterly earnings data 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 firm had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm’s revenue was up 9.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities research analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were paid a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst and trade pieces argue the AI-driven sell-off is overdone and position Salesforce as an underrated leader in AI-native SaaS; MarketBeat highlights bullish analyst coverage and potential upside from upcoming earnings/guidance. AI Disruption Overblown
• Positive Sentiment: Long-form bullish thesis (Seeking Alpha) frames the recent pullback as sentiment-driven, points to durable SaaS metrics (large RPO, subscription growth, AI monetization) and a multi-quarter upside scenario — a buy-the-dip argument for investors with a multi-quarter horizon. Salesforce: Buy The Fear
• Positive Sentiment: Morgan Stanley and other strategists continue to single out select software names as potential multi-baggers if sentiment stabilizes; these analyst views support the case that Salesforce could rebound with the sector. These 5 Software Stocks Could Double
• Neutral Sentiment: Barron’s flags heavy short interest across software and says a short-squeeze could spark a near-term rally — a technical/flow risk that can exacerbate moves in either direction depending on sentiment. Software Stocks Look Primed for a Short Squeeze
• Neutral Sentiment: JP Morgan/Reuters note the pullback offers buying opportunities for higher-quality software names if AI disruption fears prove overstated — an institutional view that could support calmer flows into CRM over time. AI disruption fears create buying chance
• Negative Sentiment: Reputational risk: >1,400 employees signed a letter urging CEO Marc Benioff to cut ties with ICE after a reported joke and internal backlash — negative PR that can increase investor uncertainty around governance and customer relationships. Salesforce employees call on CEO Benioff
• Negative Sentiment: Cost and execution signal: reports indicate Salesforce cut fewer than 1,000 roles in a recent round — while layoffs can improve margins, they also reflect management actions in response to slower demand and contribute to near-term investor caution. Salesforce cuts less than 1,000 jobs

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. 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 report on Thursday, December 4th. Barclays upped their target price on Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Macquarie Infrastructure increased their price target on Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft boosted their price objective on Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. One 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $323.57.

Insider Buying and Selling at Salesforce

In other news, insider Parker Harris sold 134,662 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. This represents a 49.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate 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.