GFS Advisors LLC Acquires 5,574 Shares of Salesforce Inc. $CRM

GFS Advisors LLC boosted its holdings in Salesforce Inc. (NYSE:CRM) by 448.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,818 shares of the CRM provider’s stock after buying an additional 5,574 shares during the period. GFS Advisors LLC’s holdings in Salesforce were worth $1,616,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Marquette Asset Management LLC acquired a new position in Salesforce during the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. acquired a new stake in Salesforce in the 2nd quarter worth $27,000. Quaker Wealth Management LLC increased its holdings in shares of Salesforce by 208.6% during the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after purchasing an additional 242 shares during the period. Spurstone Advisory Services LLC acquired a new position in shares of Salesforce during the second quarter valued at about $34,000. Finally, Country Trust Bank lifted its stake in shares of Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the period. 80.43% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Salesforce news, Director G Mason Morfit purchased 96,000 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This trade represents a 3.31% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. Also, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction on 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 transaction, the insider owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their position. The SEC filing for this sale provides additional information. 3.00% of the stock is owned by corporate insiders.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts remain constructive on CRM despite sector weakness; multiple broker notes and aggregate analyst bias continue to support a “moderate buy” view, giving upward support to the shares. Analysts stay constructive on Salesforce (CRM) despite sector weakness
• Positive Sentiment: Several market pieces argue AI fears are overblown and list Salesforce as a buy-on-the-dip candidate — framing the recent sell-off as sentiment-driven and highlighting CRM’s scale, recurring revenue, and AI integrations as recovery catalysts. AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
• Positive Sentiment: Zacks and other value-screen articles flag CRM as attractive on valuation/score metrics, reinforcing the narrative that the pullback is creating a value entry point for longer-term investors. Salesforce.com (CRM) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: New AI-focused startups are rolling out CRM-adjacent tools (Aurasell’s AI-native OS) that could alter go-to-market workflows — a potential long-term competitive variable but not an immediate earnings shock. Aurasell Launches World’s First AI-Native OS to Run Intelligent GTM Workflows on Any CRM
• Neutral Sentiment: Inclusion on lists of software rebound candidates and mentions by large banks/analysts (e.g., Morgan Stanley lists) supports market attention; these are constructive but depend on broader sector sentiment stabilizing. These 5 Software Stocks Could Double in Price This Year, Says Morgan Stanley
• Negative Sentiment: Employee backlash after a reported joke about ICE and a petition demanding CEO Marc Benioff cut ties with ICE introduce reputational risk and internal distraction; over 1,400 employees signed a letter — this social governance issue is pressuring sentiment. Salesforce employees call on CEO Benioff to cancel ICE ‘opportunities’
• Negative Sentiment: Reports that Salesforce is reshaping workforce and leadership as its AI push meets weak CRM returns point to near-term execution and cost-pressure concerns that can weigh on guidance and margins. Salesforce Reshapes Workforce And Leadership As AI Push Meets Weak CRM Returns
• Negative Sentiment: Recent sell-offs and sector-wide AI fears have driven sharp volatility; short-interest and downdrafts in software peers amplify downside risk until earnings/outlook clarity returns. Here’s Why Salesforce.com (CRM) Fell More Than Broader Market

Analyst Ratings Changes

CRM has been the topic of several research reports. Deutsche Bank Aktiengesellschaft boosted their price target on Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Citizens Jmp restated a “market outperform” rating and set a $430.00 price objective on shares of Salesforce in a research report on Tuesday, December 2nd. Sanford C. Bernstein reaffirmed an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Needham & Company LLC reiterated a “buy” rating and set a $400.00 price target on shares of Salesforce in a research note on Thursday, December 4th. Finally, Citigroup lowered shares of Salesforce from a “strong-buy” rating to a “hold” rating in a report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $323.57.

Salesforce Stock Performance

Salesforce stock opened at $185.39 on Friday. The firm has a market capitalization of $173.71 billion, a P/E ratio of 24.75, a P/E/G ratio of 1.26 and a beta of 1.27. The stock has a fifty day moving average price of $239.64 and a two-hundred day moving average price of $243.20. Salesforce Inc. has a 52-week low of $180.24 and a 52-week high of $330.35. 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 (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the prior year, the firm earned $2.41 EPS. The firm’s quarterly revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid a $0.416 dividend. The ex-dividend date was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce’s payout ratio is 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.