Salesforce Inc. $CRM Shares Sold by Spire Wealth Management

Spire Wealth Management decreased its position in Salesforce Inc. (NYSE:CRM) by 66.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,026 shares of the CRM provider’s stock after selling 8,120 shares during the period. Spire Wealth Management’s holdings in Salesforce were worth $954,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Painted Porch Advisors LLC lifted its holdings 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 purchasing an additional 65 shares in the last quarter. Evolution Wealth Management Inc. acquired a new position in Salesforce in the 2nd quarter worth $27,000. Christopher J. Hasenberg Inc boosted its position in Salesforce by 383.3% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after buying an additional 92 shares during the last quarter. Maseco LLP acquired a new stake in shares of Salesforce during the second quarter valued at about $34,000. Finally, Quaker Wealth Management LLC increased its position in shares of Salesforce by 208.6% during the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after acquiring an additional 242 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

More Salesforce News

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

Insider Buying and Selling at Salesforce

In other news, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction dated 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 completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Marc Benioff sold 2,250 shares of the stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $258.20, for a total transaction of $580,950.00. Following the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,075,567,632.20. The trade was a 0.02% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 155,034 shares of company stock valued at $36,726,584. Corporate insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

CRM has been the topic of a number of research reports. Robert W. Baird dropped 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. Sanford C. Bernstein restated an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Royal Bank Of Canada raised their target price on Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research report on Monday, January 5th. Citigroup lowered Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 5th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a report on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and an average target price of $327.74.

Salesforce Stock Down 0.2%

Shares of NYSE CRM opened at $260.03 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. Salesforce Inc. has a 1 year low of $221.96 and a 1 year high of $367.09. The company has a 50 day simple moving average of $250.32 and a 200 day simple moving average of $251.54. The firm has a market cap of $243.65 billion, a PE ratio of 34.72, a price-to-earnings-growth ratio of 1.94 and a beta of 1.26.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping the consensus estimate of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. Salesforce’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 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 EPS for the current year.

Salesforce Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were paid a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) 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.