Salesforce Inc. $CRM Shares Sold by Strs Ohio

Strs Ohio reduced its position in shares of Salesforce Inc. (NYSE:CRM) by 0.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 397,096 shares of the CRM provider’s stock after selling 2,707 shares during the period. Strs Ohio’s holdings in Salesforce were worth $94,112,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after purchasing an additional 205 shares during the last quarter. Bison Wealth LLC grew its holdings in shares of Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares during the last quarter. Sivia Capital Partners LLC increased its position in Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after acquiring an additional 106 shares during the period. Finally, Counterpoint Mutual Funds LLC purchased a new stake in Salesforce during the 2nd quarter valued at approximately $320,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts note Salesforce’s push into agentic AI (Agentforce) and continued monetization of Data Cloud as potential drivers to reignite revenue growth and margins, which investors view as a credible growth pathway. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Positive Sentiment: Commentary highlights Salesforce’s recent market outperformance and investor attention after its latest session close, reinforcing momentum among buyers. Salesforce.com (CRM) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Several bullish takes (Seeking Alpha, Forbes) argue the selloff is overdone and that CRM is trading in a historical support range, framing the stock as a potential buying opportunity for contrarian investors. Salesforce: The Selloff Is Overdone, A Contrarian Buy Opportunity (Rating Upgrade)
• Neutral Sentiment: High-profile coverage (Jim Cramer) is calling attention to Salesforce’s seat-based model and platform strategy; increased media focus can boost flows but doesn’t by itself change fundamentals. Jim Cramer Discusses Salesforce (CRM)’s Seat Model
• Neutral Sentiment: Earnings previews are mixed: Salesforce posted $3.25 EPS vs. $2.86 consensus and ~9% YoY revenue growth, with Q4 FY2026 EPS guidance of $3.02–$3.04—numbers that support valuation but leave some growth questions. Salesforce earnings preview: What to expect
• Negative Sentiment: Competitive pressure from vertical SaaS peers (notably Veeva in life sciences) and questions about services execution are being raised as risks to Salesforce’s growth and win rates in certain industries. Veeva vs Salesforce – the services questions that Life Sciences organizations need to be asking – and time is running
• Negative Sentiment: Analyses and headlines flag investor concerns—slowing growth relative to lofty AI expectations and valuation risks—which have contributed to recent volatility and caution among some funds. What Is Spooking CRM Stock Investors?
• Negative Sentiment: Some outlets include Salesforce on “stocks to avoid” lists amid the AI hype, highlighting execution and competitive risks that could pressure sentiment if growth disappoints. Top 5 Stocks to Avoid Despite the AI Hype

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. Evercore ISI cut their price objective on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Royal Bank Of Canada increased their price target on shares of Salesforce from $250.00 to $290.00 and gave the company a “sector perform” rating in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Finally, Piper Sandler restated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $324.51.

Salesforce Trading Up 3.0%

CRM opened at $228.19 on Friday. Salesforce Inc. has a 12-month low of $218.96 and a 12-month high of $367.09. 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 stock has a market capitalization of $213.81 billion, a PE ratio of 30.47, a P/E/G ratio of 1.65 and a beta of 1.26. The firm’s fifty day moving average price is $247.86 and its 200 day moving average price is $249.30.

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

Salesforce Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a $0.416 dividend. The ex-dividend date of this dividend 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 currently 22.16%.

Insider Buying and Selling

In related news, Director G Mason Morfit purchased 96,000 shares of the company’s stock in a transaction dated 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 transaction, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 145,427 shares of company stock valued at $34,290,361 over the last 90 days. 3.00% of the stock is owned by corporate insiders.

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.