Salesforce Inc. $CRM Shares Bought by First American Bank

First American Bank raised its holdings in Salesforce Inc. (NYSE:CRM) by 193.3% during the 3rd quarter, Holdings Channel reports. The firm owned 13,309 shares of the CRM provider’s stock after purchasing an additional 8,772 shares during the quarter. First American Bank’s holdings in Salesforce were worth $3,154,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Rooted Wealth Advisors Inc. increased its position in Salesforce by 153.1% during the third quarter. Rooted Wealth Advisors Inc. now owns 2,870 shares of the CRM provider’s stock worth $690,000 after purchasing an additional 1,736 shares during the last quarter. waypoint wealth counsel acquired a new position in shares of Salesforce during the third quarter worth $206,000. Albion Financial Group UT boosted its stake in shares of Salesforce by 4.0% in the third quarter. Albion Financial Group UT now owns 46,218 shares of the CRM provider’s stock valued at $10,954,000 after purchasing an additional 1,768 shares during the period. Benin Management CORP raised its holdings in Salesforce by 9.8% in the third quarter. Benin Management CORP now owns 1,787 shares of the CRM provider’s stock valued at $424,000 after acquiring an additional 160 shares in the last quarter. Finally, Pure Financial Advisors LLC lifted its holdings in Salesforce by 18.1% during the 3rd quarter. Pure Financial Advisors LLC now owns 2,268 shares of the CRM provider’s stock worth $538,000 after buying an additional 348 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Activity

In other news, Director G Mason Morfit bought 96,000 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was bought at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the transaction, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This represents a 3.31% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the sale, the insider directly owned 139,767 shares of the company’s stock, valued at $32,803,314.90. The trade was a 49.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 164,034 shares of company stock valued at $38,889,037 in the last 90 days. Insiders own 3.00% of the company’s stock.

Salesforce Stock Performance

Shares of Salesforce stock opened at $266.29 on Tuesday. Salesforce Inc. has a 1-year low of $221.96 and a 1-year high of $367.09. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The company has a 50 day moving average of $249.40 and a 200-day moving average of $251.50. The company has a market cap of $249.51 billion, a PE ratio of 35.55, a price-to-earnings-growth ratio of 1.98 and a beta of 1.25.

Salesforce (NYSE:CRM) last announced 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 company 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 company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period in the prior year, the business earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, equities research analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on CRM shares. BMO Capital Markets reduced their price objective on Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Barclays boosted their price target on shares of Salesforce from $316.00 to $330.00 and gave the company an “overweight” rating in a report on Thursday, December 4th. Roth Capital reiterated a “buy” rating and set a $395.00 price objective on shares of Salesforce in a report on Thursday, September 4th. Finally, Evercore ISI lowered their target price on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $326.68.

Key Stores Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large enterprise validation — Novartis picked Salesforce’s Agentforce Life Sciences for customer engagement, a meaningful commercial win that supports revenue/contract momentum in the healthcare vertical. Novartis Selects Salesforce’s (CRM) Agentforce Life Sciences for Customer Engagement
• Positive Sentiment: Institutional demand — the Artisan Value Fund’s recent purchase of CRM signals active asset-allocation interest from value-oriented managers, potentially supporting near-term buying pressure. Here’s what drove the Artisan Value Fund to pick Salesforce (CRM)
• Positive Sentiment: Bullish investor commentary — multiple bullish pieces argue CRM is attractively valued and positioned to benefit from agentic AI (Agentforce/Einstein), with some investors publicly increasing exposure. That narrative supports expectations for accelerating growth and margin expansion. Salesforce Strong Performance, Why I Am Buying More
• Positive Sentiment: Sentiment rebound story — MarketBeat highlights CRM among the most-downgraded-then-rebounding names, noting a confirmed price floor and analyst forecasts pointing to meaningful upside as AI momentum converts to demand. 2025’s Most Downgraded Stocks: Buy, Sell, or Hold in 2026
• Positive Sentiment: Buy-side echo — coverage from outlets arguing CRM is undervalued and an AI beneficiary (InsiderMonkey, The Motley Fool) adds to the buy-case narrative and could attract bargain hunters. Is Salesforce, Inc. (CRM) The Most Undervalued Tech Giant to Buy?
• Neutral Sentiment: Analyst/blog mentions — broad coverage (Zacks Analyst Blog picked up in The Globe & Mail) keeps CRM top-of-mind for investors but is mostly descriptive rather than catalytic. The Zacks Analyst Blog Highlights Micron, Applied Materials, Salesforce and Cisco Systems
• Neutral Sentiment: Mixed forecasts — forecasters and long-horizon price-target pieces note volatile 2025 performance, large recent swings and differing upside estimates; useful for positioning but not an immediate catalyst. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026-2030
• Negative Sentiment: Competitive caution — a Zacks comparison flags ServiceNow’s faster growth and large-deal momentum as advantages over CRM, underscoring execution risk and the need for Salesforce to convert AI momentum into durable market-share gains. Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?

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.