Salesforce Inc. $CRM Shares Bought by Occidental Asset Management LLC

Occidental Asset Management LLC grew its holdings in Salesforce Inc. (NYSE:CRM) by 80.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,708 shares of the CRM provider’s stock after purchasing an additional 11,462 shares during the period. Occidental Asset Management LLC’s holdings in Salesforce were worth $6,093,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the business. Painted Porch Advisors LLC lifted its position in Salesforce by 260.0% in the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after buying an additional 65 shares during the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Salesforce during the third quarter valued at about $26,000. Evolution Wealth Management Inc. purchased a new stake in shares of Salesforce in the 2nd quarter valued at approximately $27,000. Maseco LLP acquired a new position in shares of Salesforce in the 2nd quarter worth approximately $34,000. Finally, Quaker Wealth Management LLC boosted its position 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. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Stock Down 2.8%

CRM stock opened at $227.10 on Friday. The company’s 50 day moving average price is $249.36 and its 200 day moving average price is $250.45. The firm has a market capitalization of $212.79 billion, a price-to-earnings ratio of 30.32, a PEG ratio of 1.69 and a beta of 1.26. Salesforce Inc. has a fifty-two week low of $221.96 and a fifty-two week high of $367.09. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter in the previous year, the firm earned $2.41 earnings per share. The firm’s quarterly 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 research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The firm also recently announced 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 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is 22.16%.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

Wall Street Analyst Weigh In

A number of brokerages have issued reports on CRM. BMO Capital Markets cut their target price on Salesforce from $280.00 to $275.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. JMP Securities restated a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a report on Friday, October 17th. Piper Sandler reiterated an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. Finally, Robert W. Baird reduced their price target on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Insider Transactions at Salesforce

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of Salesforce stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $258.20, for a total transaction of $580,950.00. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,075,567,632.20. The trade was a 0.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction dated 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 owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 152,177 shares of company stock valued at $36,015,774 over the last ninety days. Company insiders own 3.00% of the company’s stock.

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.