UniSuper Management Pty Ltd Purchases 20,730 Shares of Salesforce Inc. $CRM

UniSuper Management Pty Ltd lifted its position in Salesforce Inc. (NYSE:CRM) by 3.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 719,224 shares of the CRM provider’s stock after buying an additional 20,730 shares during the period. Salesforce comprises 1.0% of UniSuper Management Pty Ltd’s portfolio, making the stock its 15th largest holding. UniSuper Management Pty Ltd owned about 0.08% of Salesforce worth $170,456,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Salesforce by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock valued at $24,221,275,000 after acquiring an additional 909,853 shares in the last quarter. State Street Corp raised its stake in shares of Salesforce by 1.6% in the second 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 during the last quarter. Geode Capital Management LLC raised its stake in shares of Salesforce by 0.6% in the second 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 last quarter. Norges Bank bought a new position in shares of Salesforce during the second quarter valued at $2,826,049,000. Finally, Amundi boosted its position in shares of Salesforce by 26.2% during the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after buying an additional 1,612,413 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In related news, insider Parker Harris sold 134,662 shares of the company’s 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. This represents a 49.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were acquired at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the acquisition, the director 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have sold 145,427 shares of company stock valued at $34,290,361. 3.00% of the stock is currently owned by company insiders.

Salesforce Price Performance

NYSE CRM opened at $228.02 on Friday. The business’s fifty day moving average is $247.54 and its 200 day moving average is $249.01. Salesforce Inc. has a fifty-two week low of $218.96 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. The company has a market capitalization of $213.65 billion, a PE ratio of 30.44, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The business had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. During the same quarter in the prior year, the business posted $2.41 earnings per share. The business’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. Sell-side analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders 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 dividend on an annualized basis and a yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on CRM shares. Bank of America decreased their target price on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Monday, November 17th. Macquarie lifted their price target on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Finally, JMP Securities reissued a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a report on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

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.