Salesforce Inc. $CRM Shares Sold by Vision Capital Management Inc.

Posted by Stanley Muller on Oct 20th, 2026

Vision Capital Management Inc. reduced its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 19.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,939 shares of the CRM provider’s stock after selling 5,308 shares during the period. Vision Capital Management Inc.’s holdings in Salesforce were worth $5,037,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in CRM. Thor Investment Management Inc. OH ADV boosted its stake in shares of Salesforce by 0.7% in the 3rd quarter. Thor Investment Management Inc. OH ADV now owns 6,422 shares of the CRM provider’s stock valued at $1,474,000 after purchasing an additional 45 shares in the last quarter. Crumly & Associates Inc. raised its position in Salesforce by 1.5% in the 3rd quarter. Crumly & Associates Inc. now owns 3,396 shares of the CRM provider’s stock worth $780,000 after purchasing an additional 50 shares during the period. HBW Advisory Services LLC raised its position in Salesforce by 0.4% in the 1st quarter. HBW Advisory Services LLC now owns 13,098 shares of the CRM provider’s stock worth $2,445,000 after purchasing an additional 57 shares during the period. Paragon Capital Management Inc. raised its position in Salesforce by 1.0% in the 3rd quarter. Paragon Capital Management Inc. now owns 5,714 shares of the CRM provider’s stock worth $1,312,000 after purchasing an additional 57 shares during the period. Finally, Onyx Bridge Wealth Group LLC boosted its position in Salesforce by 3.6% during the third quarter. Onyx Bridge Wealth Group LLC now owns 1,632 shares of the CRM provider’s stock valued at $375,000 after buying an additional 57 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Stock Performance

Shares of NYSE:CRM opened at $242.77 on Tuesday. The company has a market cap of $199.80 billion, a price-to-earnings ratio of 22.13, a price-to-earnings-growth ratio of 1.09 and a beta of 1.26. The company has a 50-day moving average price of $232.38 and a 200-day moving average price of $195.29. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.02. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11.

Salesforce (NYSE:CRM – Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.27 by $2.63. Salesforce had a return on equity of 24.90% and a net margin of 21.99%. The company had revenue of $11.35 billion for the quarter, compared to the consensus estimate of $11.33 billion. During the same quarter in the previous year, the business earned $2.91 EPS. Salesforce’s revenue was up 10.8% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, equities analysts anticipate that Salesforce Inc. will post 12.82 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 8th. Investors of record on Thursday, September 17th were issued a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, September 17th. Salesforce’s dividend payout ratio is currently 16.04%.

Insider Buying and Selling

In other Salesforce news, Director Craig Conway sold 4,500 shares of the business’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $260.61, for a total transaction of $1,172,745.00. Following the transaction, the director directly owned 5,437 shares of the company’s stock, valued at approximately $1,416,936.57. The trade was a 45.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Blair Kirk acquired 4,176 shares of Salesforce stock in a transaction on Friday, September 18th. The shares were bought at an average cost of $239.33 per share, for a total transaction of $999,442.08. Following the completion of the transaction, the director owned 18,748 shares in the company, valued at approximately $4,486,958.84. This trade represents a 28.66% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.50% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on CRM. Weiss Ratings raised Salesforce from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, September 24th. The Goldman Sachs Group reiterated a “buy” rating on shares of Salesforce in a report on Thursday, August 27th. Guggenheim boosted their target price on Salesforce from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, September 17th. Jefferies Financial Group restated a “buy” rating on shares of Salesforce in a report on Monday, September 21st. Finally, TD Cowen began coverage on Salesforce in a research note on Monday, October 12th. They issued a “buy” rating on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and an average price target of $278.40.

Check Out Our Latest Research Report on CRM

About Salesforce

(Free Report)

Salesforce, Inc (NYSE: CRM) is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company’s products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.