Salesforce Inc. $CRM Shares Bought by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 374,142 shares of the CRM provider’s stock after acquiring an additional 3,048 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Salesforce were worth $88,672,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after acquiring an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after purchasing an additional 205 shares during the last quarter. Bison Wealth LLC increased its position in shares of Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after purchasing an additional 184 shares during the last quarter. Advisors Capital Management LLC raised its stake in shares of Salesforce by 155.5% in the 1st quarter. Advisors Capital Management LLC now owns 26,262 shares of the CRM provider’s stock valued at $7,048,000 after purchasing an additional 15,985 shares in the last quarter. Finally, Jacobi Capital Management LLC lifted its position in shares of Salesforce by 2.6% during the first quarter. Jacobi Capital Management LLC now owns 6,241 shares of the CRM provider’s stock worth $1,675,000 after purchasing an additional 159 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on CRM shares. Needham & Company LLC reissued a “buy” rating and issued a $400.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Barclays lifted their target price on Salesforce from $316.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday, December 4th. Arete Research upgraded Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. Mizuho set a $340.00 price target on Salesforce in a research report on Wednesday, December 10th. Finally, Piper Sandler reaffirmed 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 given a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $327.74.

Key Stories 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

Insiders Place Their Bets

In other news, 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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director G Mason Morfit acquired 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The shares were acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the transaction, 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 90 days, insiders sold 155,034 shares of company stock worth $36,726,584. Insiders own 3.00% of the company’s stock.

Salesforce Price Performance

Shares of CRM opened at $260.03 on Friday. Salesforce Inc. has a 12 month low of $221.96 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 fifty day moving average price of $250.32 and a 200 day moving average price of $251.68. The company has a market cap of $243.65 billion, a P/E ratio of 34.72, a PEG ratio of 1.94 and a beta of 1.26.

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, beating 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 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. On average, research analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

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

Salesforce Company 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.