Salesforce Inc. $CRM Shares Sold by ANTIPODES PARTNERS Ltd

ANTIPODES PARTNERS Ltd reduced its stake in shares of Salesforce Inc. (NYSE:CRM) by 22.0% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 125,439 shares of the CRM provider’s stock after selling 35,473 shares during the period. ANTIPODES PARTNERS Ltd’s holdings in Salesforce were worth $29,731,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in Salesforce by 0.8% during the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock worth $21,228,624,000 after acquiring an additional 748,772 shares during the period. State Street Corp boosted its position in Salesforce by 1.6% in the 2nd quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after purchasing an additional 776,300 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Salesforce by 0.6% during the 2nd quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock worth $5,669,224,000 after purchasing an additional 114,504 shares during the period. Norges Bank purchased a new position in shares of Salesforce during the 2nd quarter valued at approximately $2,826,049,000. Finally, Amundi lifted its stake in shares of Salesforce by 26.2% in the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after purchasing an additional 1,612,413 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Truist Financial cut their price objective on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a report on Thursday, December 4th. Needham & Company LLC restated a “buy” rating and set a $400.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Robert W. Baird reduced their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. Finally, Arete Research raised shares of Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $310.89.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Mizuho keeps an Outperform rating on CRM, signaling continued analyst conviction that Salesforce can outperform peers as AI adoption supports growth. Mizuho Maintains an Outperform Rating on Salesforce (CRM)
• Positive Sentiment: A Seeking Alpha upgrade frames the upcoming Q4 print as an opportunity to “silence the bears,” highlighting potential revenue acceleration, expanding backlog and clearer AI-driven sales/expense dynamics that could re-rate the stock if delivered. Salesforce: Q4 Earnings Is An Opportunity To Silence The Bears (Rating Upgrade)
• Positive Sentiment: Sector evidence: beaten-down software names (RingCentral, Five9) rallied after earnings that showed AI strengthening bookings — a sign that positive AI proofs could lift Salesforce if its own AI products (Agentforce, generative solutions) show similar commercial traction. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Neutral Sentiment: Zacks previews the Q4 print and urges focus beyond headline EPS/revenue — metrics like backlog, billings mix and AI subscription uptake will matter, making the upcoming report a data-driven catalyst rather than a simple beat/miss story. Salesforce (CRM) Q4 Earnings Preview
• Neutral Sentiment: Zacks and other outlets note elevated investor attention and mixed analyst views — increased coverage raises volatility around the earnings print but doesn’t resolve direction until results and guidance arrive. Salesforce, Inc. (CRM) is Attracting Investor Attention
• Negative Sentiment: BMO cut its price target from $275 to $235 (still “Outperform”), which reduces upside expectations and signals more cautious near-term valuation assumptions. salesforce.com (CRM) PT Lowered to $235 at BMO Capital
• Negative Sentiment: BTIG trimmed its price target to $260, and RBC moved to a Hold — more downward pressure from sell-side revisions that can sap momentum ahead of the quarter. BTIG Research Lowers Salesforce Price Target to $260 Salesforce (CRM) Receives a Hold from RBC Capital
• Negative Sentiment: Unusually large put-option buying was recorded (roughly 132k puts), indicating elevated hedging or bearish spec positions that increase downside risk and implied volatility into earnings. (reported trading flow)

Insider Activity at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the acquisition, the director directly owned 10,677 shares in the company, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The SEC filing for this purchase provides additional information. 3.00% of the stock is owned by insiders.

Salesforce Trading Down 0.1%

Shares of CRM opened at $185.10 on Friday. 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 Inc. has a 12-month low of $180.24 and a 12-month high of $318.97. The firm has a 50-day moving average price of $230.69 and a 200 day moving average price of $240.13. The firm has a market capitalization of $173.44 billion, a P/E ratio of 24.71, a P/E/G ratio of 1.26 and a beta of 1.27.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating 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 company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the previous year, the business posted $2.41 EPS. Salesforce’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. Sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

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

About Salesforce

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.