Sumitomo Mitsui DS Asset Management Company Ltd lifted its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 0.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 374,142 shares of the CRM provider’s stock after acquiring an additional 3,048 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Salesforce were worth $88,672,000 as of its most recent SEC filing.
Several other institutional investors have also recently added to or reduced their stakes in CRM. Painted Porch Advisors LLC grew its holdings in shares of Salesforce by 260.0% during the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after buying an additional 65 shares in the last quarter. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce during the second quarter valued at approximately $27,000. CBIZ Investment Advisory Services LLC boosted its position in Salesforce by 314.8% during the first quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock worth $30,000 after acquiring an additional 85 shares during the last quarter. Christopher J. Hasenberg Inc grew its stake in Salesforce by 383.3% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock worth $32,000 after acquiring an additional 92 shares during the period. Finally, Maseco LLP acquired a new position in Salesforce in the 2nd quarter valued at $34,000. Institutional investors and hedge funds own 80.43% of the company’s stock.
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
Analyst Ratings Changes
Get Our Latest Stock Analysis on Salesforce
Insider Buying and Selling at Salesforce
In related news, Director G Mason Morfit purchased 96,000 shares of Salesforce stock in a transaction that occurred on Friday, December 5th. The shares were purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the transaction, the director owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Marc Benioff sold 2,250 shares of the company’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $258.20, for a total value of $580,950.00. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,075,567,632.20. This represents a 0.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 155,034 shares of company stock valued at $36,726,584 over the last three months. 3.00% of the stock is owned by company insiders.
Salesforce Trading Down 0.2%
NYSE CRM opened at $260.03 on Friday. The firm has a market capitalization of $243.65 billion, a price-to-earnings ratio of 34.72, a PEG ratio of 1.94 and a beta of 1.26. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The company’s 50 day moving average price is $250.32 and its 200 day moving average price is $251.68.
Salesforce (NYSE:CRM – Get Free Report) last released its quarterly earnings data 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. 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 the consensus estimate 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% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, sell-side analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.
Salesforce Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a $0.416 dividend. This represents a $1.66 annualized dividend and a yield of 0.6%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is currently 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.
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