Mondrian Investment Partners LTD Buys Shares of 544,196 Salesforce Inc. $CRM

Mondrian Investment Partners LTD acquired a new position in shares of Salesforce Inc. (NYSE:CRM) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 544,196 shares of the CRM provider’s stock, valued at approximately $128,974,000. Salesforce accounts for 2.2% of Mondrian Investment Partners LTD’s holdings, making the stock its 22nd biggest holding. Mondrian Investment Partners LTD owned 0.06% of Salesforce as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of CRM. Evolution Wealth Management Inc. bought a new stake in Salesforce in the 2nd quarter valued at $27,000. Marquette Asset Management LLC bought a new position in Salesforce in the third quarter valued at approximately $26,000. Spurstone Advisory Services LLC acquired a new position in Salesforce during the second quarter worth $34,000. Quaker Wealth Management LLC raised its holdings in shares of Salesforce by 208.6% in the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after purchasing an additional 242 shares during the period. Finally, Country Trust Bank lifted its position in shares of Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MSN reports Salesforce has strengthened its outlook by leaning into AI and closing large deals that underscore enterprise demand for its AI-native CRM stack. This reinforces management’s narrative that AI is a growth driver, not just a risk. Salesforce Inc (CRM) strengthens outlook with AI and big deals
• Positive Sentiment: MarketBeat argues analysts view the sell-off as overdone and highlight upside (15%–70% range across targets). Institutional accumulation and re-inclusion in AI-focused ETFs are cited as technical/supportive factors that could sustain a rebound. Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
• Positive Sentiment: Seeking Alpha emphasizes the “SaaS apocalypse” narrative is overblown and highlights Agentforce adoption (reported ~$550M ARR, ~18k customers) as proof Salesforce can monetize AI and deepen multi-cloud deals. That bolsters the thesis that AI augments subscription revenue rather than destroys it. Salesforce Isn’t Going Anywhere. The SaaS Apocalypse Is Overdone
• Positive Sentiment: Zacks profiles Salesforce as a strong growth stock under several style-score frameworks, supporting the buy case for growth/momentum investors. Here’s Why Salesforce.com (CRM) is a Strong Growth Stock
• Positive Sentiment: Partner/market validation: recent press releases from CRMIT and KPIT launching AI/industry solutions on Salesforce’s platform show ecosystem adoption and drive higher ARPU potential for customers embedding Salesforce AI. CRMIT Solutions Launches Case InsAIghts on Salesforce AgentExchange KPIT launches VRM on Salesforce
• Neutral Sentiment: MarketBeat’s roundup of “5 software stocks” frames the sector sell-off as a valuation reset: Salesforce’s multiple looks cheaper, but the piece also reminds investors the sector remains volatile as AI adoption and monetization timing are uncertain. 5 Software Stocks That Look Too Cheap to Ignore (CRM)
• Neutral Sentiment: Yahoo and other outlets flag Feb. 25 as an important date (Q4 fiscal 2026 results/guidance) — a potential catalyst that could either validate the bullish narrative (AI-driven acceleration) or re-test the sell-off thesis. Dear Salesforce Stock Fans, Mark Your Calendars for February 25
• Neutral Sentiment: MSN and other post-earnings commentary debate buy/hold/sell following Q3 results — consensus is mixed but leans toward buy-on-dip if guidance and Agentforce uptake show clear traction. Salesforce (CRM): Buy, sell, or hold post Q3 earnings?

Salesforce Trading Up 2.2%

NYSE CRM opened at $189.58 on Tuesday. The business has a 50 day simple moving average of $236.82 and a 200 day simple moving average of $241.82. The stock has a market capitalization of $177.63 billion, a P/E ratio of 25.31, a P/E/G ratio of 1.29 and a beta of 1.27. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. Salesforce Inc. has a one year low of $180.24 and a one year high of $329.74.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter in the previous year, the company earned $2.41 EPS. Salesforce’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. Research analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

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 dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a report on Thursday, December 4th. Canaccord Genuity Group reaffirmed a “buy” rating and issued a $300.00 price target on shares of Salesforce in a research note on Thursday, December 4th. BMO Capital Markets cut their target price on Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Barclays raised their price target on shares of Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating 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 given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $323.57.

Insider Buying and Selling at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction that occurred 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 owned 7,299 shares of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the completion of the sale, the insider owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their position. The SEC filing for this sale provides additional information. Corporate 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.