Tema Etfs LLC Invests $4.20 Million in Salesforce Inc. $CRM

Tema Etfs LLC bought a new position in Salesforce Inc. (NYSE:CRM) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 17,711 shares of the CRM provider’s stock, valued at approximately $4,198,000.

Other large investors have also bought and sold shares of the company. Norges Bank bought a new position in Salesforce in the 2nd quarter valued at $2,826,049,000. Laurel Wealth Advisors LLC increased its stake in shares of Salesforce by 27,361.5% in the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after buying an additional 3,411,700 shares in the last quarter. Acadian Asset Management LLC raised its holdings in shares of Salesforce by 1,729.6% in the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after buying an additional 1,865,297 shares during the last quarter. Amundi lifted its position in Salesforce by 26.2% during the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after buying an additional 1,612,413 shares in the last quarter. Finally, Schroder Investment Management Group grew its holdings in Salesforce by 45.8% during the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after acquiring an additional 1,234,969 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts have weighed in on CRM shares. Truist Financial dropped their target price on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a research note on Thursday, December 4th. Canaccord Genuity Group restated a “buy” rating and issued a $300.00 price objective on shares of Salesforce in a research report on Thursday, December 4th. Mizuho set a $340.00 price objective on Salesforce in a report on Wednesday, December 10th. BTIG Research assumed coverage on Salesforce in a research note on Tuesday, December 16th. They issued a “buy” rating and a $335.00 target price for the company. Finally, Northland Capmk downgraded Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $327.74.

Insider Buying and Selling

In other Salesforce news, CEO Marc Benioff sold 122 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the completion of the sale, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. This represents a 0.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction on Friday, December 5th. The stock was purchased at an average price 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 position. The SEC filing for this purchase provides additional information. In the last quarter, insiders sold 152,784 shares of company stock valued at $36,173,287. Insiders own 3.00% of the company’s stock.

Salesforce Stock Performance

Shares of Salesforce stock opened at $260.03 on Monday. The firm has a fifty day moving average of $250.32 and a two-hundred day moving average of $251.43. 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 stock has a market capitalization of $243.65 billion, a price-to-earnings ratio of 34.72, a PEG ratio of 1.94 and a beta of 1.26. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.86 by $0.39. The business had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm’s revenue was up 9.1% on a year-over-year basis. During the same period last year, the company earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, equities research analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The business 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 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MarketBeat highlighted five reasons to buy-and-hold CRM for 2026, arguing Salesforce has an attractive AI/cloud runway that could make it a top trade this year. MarketBeat: Five reasons to buy-and-hold CRM
• Positive Sentiment: The Motley Fool and 247WallStreet pieces both profile Salesforce as underappreciated on AI upside — suggesting the market hasn’t fully priced in its “agentic AI” roadmap or potential enterprise expansion. These narratives support a longer-term bullish case. Fool: Should you forget Palantir and buy these 2 tech stocks? 247WallSt: 2 Stocks That Don’t Have Enough AI Priced In
• Positive Sentiment: Analyst consensus remains constructive — AmericanBankingNews reports an average recommendation of “Moderate Buy.” That supports investor confidence despite recent weakness. Salesforce receives average recommendation of “Moderate Buy”
• Neutral Sentiment: Jim Cramer has Salesforce on his radar, drawing attention to the company amid sector turmoil; coverage like this can add visibility but is not a direct catalyst. Jim Cramer Discusses Salesforce (CRM)’s Business
• Neutral Sentiment: The Globe and Mail highlighted a Zacks feature that mentions Salesforce alongside Adobe as notable ideas — more media/analyst attention that reinforces the stock’s profile. Zacks Investment Ideas feature highlights: Adobe and Salesforce
• Negative Sentiment: Yahoo Finance flags that Salesforce’s AI revenue base is still small and that rising API costs could pressure margins — that raises the risk that the company’s margin story may be weaker than investors expect. Did Salesforce’s Small AI Revenue Base and Higher API Costs Just Recast Its Margin Story?
• Negative Sentiment: Zacks and other outlets emphasize CRM’s ~18–20% drop over the past year — headline pieces questioning whether the stock is still a hold add selling pressure and keep sentiment cautious. Salesforce Plunges 20% in a Year
• Negative Sentiment: Short news blurbs (MSN/headlines) noting that CRM is sinking while broader markets gain amplify the perception of underperformance versus peers. Salesforce.com (CRM) stock sinks as market gains

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.