Salesforce Inc. $CRM Holdings Lifted by Secure Asset Management LLC

Secure Asset Management LLC raised its position in Salesforce Inc. (NYSE:CRM) by 71.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,589 shares of the CRM provider’s stock after purchasing an additional 6,897 shares during the quarter. Secure Asset Management LLC’s holdings in Salesforce were worth $3,910,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Painted Porch Advisors LLC increased its position in Salesforce by 260.0% in the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after acquiring an additional 65 shares during the period. Evolution Wealth Management Inc. bought a new position in shares of Salesforce in the second quarter worth $27,000. CBIZ Investment Advisory Services LLC increased its holdings in shares of Salesforce by 314.8% during the first quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock valued at $30,000 after purchasing an additional 85 shares during the period. Christopher J. Hasenberg Inc raised its stake in shares of Salesforce by 383.3% during the second quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after purchasing an additional 92 shares in the last quarter. Finally, Maseco LLP bought a new stake in shares of Salesforce during the second quarter valued at about $34,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on CRM shares. Bank of America decreased their target price on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Monday, November 17th. Mizuho set a $340.00 price objective on shares of Salesforce in a report on Wednesday, December 10th. Citigroup cut Salesforce from a “strong-buy” rating to a “hold” rating in a report on Friday, December 5th. BMO Capital Markets decreased their price target on Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Finally, Robert W. Baird lowered their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. One investment 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $326.68.

Insider Activity

In other news, Director David Blair Kirk acquired 1,936 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the purchase, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction that occurred 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 transaction, the insider owned 139,767 shares in the company, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 173,034 shares of company stock worth $41,097,367 over the last three months. 3.00% of the stock is owned by insiders.

Salesforce Price Performance

Shares of NYSE:CRM opened at $259.64 on Friday. The company has a market capitalization of $243.29 billion, a PE ratio of 34.67, a price-to-earnings-growth ratio of 1.92 and a beta of 1.25. 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 fifty day moving average of $246.94 and a 200-day moving average of $251.84. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (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 company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the previous year, the firm earned $2.41 earnings per share. Salesforce’s revenue for the quarter 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, equities analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th will be given a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Director David Blair Kirk bought 1,936 shares (22% increase to his stake), signaling insider confidence in the company’s outlook; insider purchases often reassure investors about management’s view of valuation and prospects. Read More.
• Positive Sentiment: JPMorgan argues the market is underestimating Salesforce’s AI opportunity — calling CRM “priced like a value stock” while AI-driven monetization ramps, which supports the thesis for re-rating if AI revenue acceleration materializes. Read More.
• Positive Sentiment: Salesforce agreed to acquire AI marketing firm Qualified, expanding its agentic/AI marketing stack and potentially creating cross-sell and product monetization opportunities within Marketing Cloud and Agentforce. Strategic tuck-ins can accelerate ARR and AI feature adoption. Read More.
• Positive Sentiment: BTIG initiated coverage with a Buy and $335 target (roughly ~29% upside from current levels), adding upward analyst momentum and providing buy-side validation for CRM’s AI-led rebound thesis. Read More.
• Neutral Sentiment: Salesforce remains a focus on market watchlists (Zacks note) and broader software sector recaps benchmark CRM performance; attention can boost liquidity but doesn’t change fundamentals immediately. Read More.
• Neutral Sentiment: MarketBeat/others note Salesforce’s recent EPS beat and guidance pointing to 2026 acceleration; that underpins the bullish narrative but is already partly reflected in sentiment and analyst revisions. Read More.
• Negative Sentiment: Morgan Stanley reduced its price target on CRM, a reminder that some sell-side desks remain cautious on near-term multiples and execution risk — this can temper rallies and add upside resistance until proofs of AI monetization appear. Read More.

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.