Salesforce Inc. $CRM Shares Purchased by PFG Investments LLC

PFG Investments LLC raised its holdings in shares of Salesforce Inc. (NYSE:CRM) by 56.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,540 shares of the CRM provider’s stock after buying an additional 4,511 shares during the period. PFG Investments LLC’s holdings in Salesforce were worth $2,972,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in CRM. Vanguard Group Inc. increased its holdings in Salesforce by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock valued at $24,221,275,000 after purchasing an additional 909,853 shares in the last quarter. State Street Corp boosted its position in shares of Salesforce by 1.6% in the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after buying an additional 776,300 shares during the period. Geode Capital Management LLC grew its stake in shares of Salesforce by 0.6% in the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after buying an additional 114,504 shares in the last quarter. Norges Bank purchased a new stake in shares of Salesforce during the 2nd quarter valued at about $2,826,049,000. Finally, Amundi lifted its position in Salesforce by 26.2% during the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after acquiring an additional 1,612,413 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

Analysts Set New Price Targets

Several analysts have issued reports on CRM shares. Barclays increased their price objective on shares of Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Weiss Ratings reiterated a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. BTIG Research initiated coverage on Salesforce in a research note on Tuesday, December 16th. They set a “buy” rating and a $335.00 target price for the company. Finally, Canaccord Genuity Group reaffirmed a “buy” rating and set a $300.00 target price on shares of Salesforce in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $324.51.

Salesforce Trading Down 0.0%

Shares of NYSE CRM opened at $228.02 on Friday. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock’s 50 day moving average price is $247.54 and its two-hundred day moving average price is $249.01. Salesforce Inc. has a 52-week low of $218.96 and a 52-week high of $367.09. The stock has a market capitalization of $213.65 billion, a P/E ratio of 30.44, a PEG ratio of 1.70 and a beta of 1.26.

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

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders 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 annualized dividend and a dividend yield of 0.7%. Salesforce’s payout ratio is 22.16%.

Insiders Place Their Bets

In other news, Director Neelie Kroes sold 3,893 shares of the company’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 transaction of $929,259.10. Following the completion of the transaction, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the completion of the sale, the insider directly owned 139,767 shares in the company, valued at approximately $32,803,314.90. This trade represents a 49.07% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 145,427 shares of company stock worth $34,290,361. Corporate insiders own 3.00% of the company’s stock.

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.