EPG Wealth Management LLC Grows Position in Salesforce Inc. $CRM

EPG Wealth Management LLC lifted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 64.6% in the 3rd quarter, Holdings Channel reports. The firm owned 12,790 shares of the CRM provider’s stock after acquiring an additional 5,020 shares during the period. Salesforce comprises 0.8% of EPG Wealth Management LLC’s investment portfolio, making the stock its 28th largest holding. EPG Wealth Management LLC’s holdings in Salesforce were worth $3,031,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Harvey Capital Management Inc. boosted its stake in shares of Salesforce by 17.7% in the 3rd quarter. Harvey Capital Management Inc. now owns 32,621 shares of the CRM provider’s stock valued at $7,731,000 after purchasing an additional 4,905 shares in the last quarter. Avantax Advisory Services Inc. lifted its stake in Salesforce by 4.0% in the second quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock worth $23,814,000 after purchasing an additional 3,387 shares during the last quarter. Grant Private Wealth Management Inc purchased a new stake in Salesforce during the third quarter valued at about $1,458,000. Advyzon Investment Management LLC grew its stake in shares of Salesforce by 57.4% during the second quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock valued at $514,000 after buying an additional 687 shares during the last quarter. Finally, CX Institutional increased its holdings in shares of Salesforce by 78.0% in the third quarter. CX Institutional now owns 43,186 shares of the CRM provider’s stock worth $10,235,000 after buying an additional 18,927 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director David Blair Kirk acquired 1,936 shares of the stock in a transaction on Wednesday, December 17th. The stock was acquired at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the transaction, the director owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This represents a 22.15% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director G Mason Morfit bought 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The stock was acquired 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 directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 140,927 shares of company stock worth $33,146,979 over the last quarter. Company insiders own 3.00% of the company’s stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Won a major U.S. Army national-security IDIQ worth up to $5.6 billion over 10 years via its national-security unit Computable Insights / Missionforce National Security — a sizeable, multi-year revenue opportunity and credibility boost for Salesforce’s AI/data offerings in government. U.S. Army Awards Salesforce $5.6B Contract
• Positive Sentiment: Additional coverage and commentary highlight the same $5.6B win and frame it as a catalyst for investor interest and valuation support — analysts and outlets are re-evaluating Salesforce’s growth runway given this contract. Salesforce wins $5.6B US Army contract
• Positive Sentiment: Analyst commentary and relative-stock comparisons are generally favorable: some analysts and writeups argue Salesforce is a stronger enterprise-software buy than Adobe today, citing AI (Agentforce) momentum and improving margins — supportive for sentiment and potential upgrades. CRM vs. ADBE: Which Enterprise Software Stock Is the Better Buy?
• Neutral Sentiment: Barclays notes macro and IT spending remain stable — a steady-market backdrop that reduces downside risk from cyclical IT cuts but doesn’t necessarily accelerate growth. Barclays says macro and IT spending remain stable
• Neutral Sentiment: Salesforce granted 139,574 restricted stock units to employees from recent acquisitions (Apromore, Spindle AI, Informatica) under its inducement plan — standard integration compensation; small potential dilution but routine for M&A hires. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees
• Neutral Sentiment: Heightened investor attention and analyst optimism pieces are circulating (Zacks, Finbold), which can boost trading volume and short-term interest but don’t by themselves change fundamentals. Is Salesforce.com (CRM) a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Technical/market-warning signals have been flagged: some analysts note price-trend deterioration (“triple red”) despite solid operations, which can trigger short-term selling pressure from trend-followers. CRM Stock Is Flashing A Warning Signal
• Negative Sentiment: Some deep-dive coverage (Seeking Alpha) emphasizes a lower growth outlook vs. prior expectations, arguing valuation concerns remain despite claims of undervaluation — a narrative that can weigh on longer-term sentiment. Salesforce: Lower Growth Outlook But Extremely Undervalued

Wall Street Analysts Forecast Growth

CRM has been the subject of several analyst reports. UBS Group restated a “neutral” rating and set a $260.00 target price on shares of Salesforce in a report on Thursday, December 4th. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Bank of America lowered their price target on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a report on Monday, November 17th. Finally, Wedbush reissued an “outperform” rating and issued a $375.00 price target on shares of Salesforce in a report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $324.51.

Salesforce Stock Performance

NYSE:CRM opened at $228.58 on Wednesday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The firm’s fifty day simple moving average is $247.29 and its 200 day simple moving average is $248.23. The stock has a market cap of $214.18 billion, a P/E ratio of 30.52, a price-to-earnings-growth ratio of 1.71 and a beta of 1.26. Salesforce Inc. has a twelve month low of $218.96 and a twelve month high of $367.09.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS 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 firm had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. During the same period last year, the company posted $2.41 EPS. The company’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, research analysts predict that Salesforce Inc. will post 7.46 EPS for the current 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 given a $0.416 dividend. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. Salesforce’s dividend payout ratio is currently 22.16%.

Salesforce 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.