Joel Isaacson & Co. LLC Increases Position in Salesforce Inc. $CRM

Joel Isaacson & Co. LLC grew its holdings in Salesforce Inc. (NYSE:CRM) by 78.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,369 shares of the CRM provider’s stock after purchasing an additional 2,358 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Salesforce were worth $1,272,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in CRM. Marquette Asset Management LLC acquired a new stake in shares of Salesforce in the third quarter valued at $26,000. Evolution Wealth Management Inc. purchased a new position in Salesforce during the 2nd quarter valued at about $27,000. Maseco LLP acquired a new position in Salesforce in the 2nd quarter valued at about $34,000. Quaker Wealth Management LLC lifted its position in shares of Salesforce by 208.6% during the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after purchasing an additional 242 shares in the last quarter. Finally, Spurstone Advisory Services LLC purchased a new position in shares of Salesforce in the second quarter valued at approximately $34,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Price Performance

Shares of NYSE:CRM opened at $221.52 on Thursday. Salesforce Inc. has a 12 month low of $218.96 and a 12 month high of $367.09. The firm has a market capitalization of $207.56 billion, a P/E ratio of 29.58, a P/E/G ratio of 1.64 and a beta of 1.26. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The company’s fifty day moving average price is $248.09 and its 200 day moving average price is $249.45.

Salesforce (NYSE:CRM) last released its quarterly 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 return on equity of 14.41% and a net margin of 17.91%.The company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the previous year, the company posted $2.41 earnings per share. The firm’s 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, sell-side analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid a dividend of $0.416 per share. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.8%. Salesforce’s dividend payout ratio is 22.16%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on CRM shares. Citizens Jmp reiterated a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a report on Tuesday, December 2nd. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $300.00 price target on shares of Salesforce 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 research report on Thursday, December 4th. Stifel Nicolaus decreased their price target on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, October 9th. Finally, UBS Group reissued a “neutral” rating and issued a $260.00 price objective on shares of Salesforce in a research report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Contrarian buy thesis — A Seeking Alpha piece argues the recent selloff is overdone and upgrades CRM as a buying opportunity, highlighting valuation and long-term growth prospects. Salesforce: The Selloff Is Overdone, A Contrarian Buy Opportunity (Rating Upgrade)
• Positive Sentiment: Attractive on weakness — Coverage from Yahoo and Benzinga highlights that recent price weakness has made CRM look more attractive to value-oriented and technical traders, suggesting a potential bottoming setup for investors watching valuation and multiple expansion. Is Salesforce (CRM) Looking Attractive Again After Recent Share Price Weakness?
• Neutral Sentiment: Earnings preview & near-term catalysts — An earnings preview (MSN) outlines expectations and what to watch on guidance and subscription growth; results/guidance will likely move the stock near term. Salesforce earnings preview: What to expect
• Neutral Sentiment: Mixed multi-year returns & valuation checks — Analysts and outlets have run valuation checks after recent declines, producing balanced takes that could support either consolidation or a rebound depending on upcoming results. Salesforce (CRM) Valuation Check After Recent Share Price Weakness And Mixed Multi Year Returns
• Negative Sentiment: Competitive pressure in life sciences — A diginomica analysis warns that Veeva is challenging Salesforce’s services positioning in life-sciences verticals, a potential revenue and margin headwind for a key industry segment. Veeva vs Salesforce – the services questions that Life Sciences organizations need to be asking – and time is running out
• Negative Sentiment: Regulatory risk from AI comments — CEO Marc Benioff’s public call for AI regulation (CNBC) underscores growing policy risk and could concern investors about tighter rules or reputational fallout related to AI safety. Salesforce’s Benioff calls for AI regulation, says models have become ‘suicide coaches’
• Negative Sentiment: Inclusion on “avoid” lists and investor anxiety — 247WallStreet and Forbes pieces flag CRM among names or themes to be cautious about, and Forbes outlines factors spooking investors (multiple compression, slower growth segments), which amplifies downside risk if sentiment worsens. Top 5 Stocks to Avoid Despite the AI Hype What Is Spooking CRM Stock Investors?
• Neutral Sentiment: Sentiment & analyst views — Commentary (InsiderMonkey on Jim Cramer, Benzinga pieces) notes a split between CRM’s high-growth cloud segments and slower legacy areas; that divergence will shape near-term analyst reactions. Jim Cramer Points Out Split in Salesforce (CRM)’s Business

Insiders Place Their Bets

In other Salesforce news, CEO Marc Benioff sold 122 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total transaction of $31,598.00. Following the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. The trade was a 0.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were acquired at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the purchase, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have sold 147,677 shares of company stock valued at $34,865,371. Corporate insiders own 3.00% of the company’s stock.

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.