Salesforce Inc. $CRM Stock Sold by Modera Wealth Management LLC

Posted by Brenda Bartman on Nov 1st, 2026

Modera Wealth Management LLC decreased its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 13.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,760 shares of the CRM provider’s stock after selling 2,807 shares during the period. Modera Wealth Management LLC’s holdings in Salesforce were worth $4,307,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. BlackRock Inc. acquired a new stake in shares of Salesforce in the second quarter valued at $11,396,844,000. Arrowstreet Capital Limited Partnership boosted its holdings in Salesforce by 130.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 12,659,217 shares of the CRM provider’s stock valued at $2,363,096,000 after purchasing an additional 7,160,302 shares during the period. Bank of America Corp DE acquired a new position in Salesforce during the 2nd quarter worth $1,914,086,000. Legal & General Group Plc acquired a new position in Salesforce during the 2nd quarter worth $927,332,000. Finally, Bank of New York Mellon Corp acquired a new position in Salesforce during the 2nd quarter worth $844,928,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce signed a definitive agreement to acquire Rune Technologies, a defense-technology company. The deal supports Salesforce’s push into military and government applications, potentially expanding its addressable market and adding a specialized technology platform. Financial terms were not disclosed. Salesforce Signs Definitive Agreement to Acquire Rune Technologies
Positive Sentiment: TPM Holdings completed an 18-month realignment centered on Salesforce CRM and artificial intelligence for the architecture, engineering and construction industries. Its combination of TrebleHook and The Hunley Group could expand Salesforce-based implementations and demonstrate growing demand for industry-specific AI tools. TPM Holdings Accelerates Investment in AI and Salesforce CRM
Positive Sentiment: Several analyst and investment articles describe Salesforce as a potential AI rebound candidate, citing autonomous AI agents, improving monetization, strong free cash flow and its leadership in customer relationship management. These views may support longer-term sentiment, although they are not new company guidance. AI Comeback Story Article
Neutral Sentiment: Salesforce’s earnings report is approaching, making upcoming revenue growth, AI adoption, margins and forward guidance the main near-term catalysts. The company’s latest reported quarter included revenue of $11.35 billion and adjusted earnings that exceeded consensus estimates. Salesforce Earnings Preview
Negative Sentiment: Salesforce declined in sympathy with ServiceNow, Fortinet and other software stocks after investors focused on slower contracted-revenue growth despite earnings beats and higher AI targets. The reaction has renewed concerns about enterprise-software demand, AI monetization timelines and elevated sector valuations. ServiceNow Results Dent Software Stocks

Salesforce Stock Performance

Shares of CRM opened at $228.56 on Friday. The stock has a 50 day moving average price of $238.94 and a 200 day moving average price of $198.88. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.02. The company has a market capitalization of $188.10 billion, a price-to-earnings ratio of 20.84, a price-to-earnings-growth ratio of 1.04 and a beta of 1.26. Salesforce Inc. has a 52-week low of $146.32 and a 52-week 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 EPS for the quarter, beating the consensus estimate of $3.27 by $2.63. Salesforce had a net margin of 21.99% and a return on equity of 24.90%. The company had revenue of $11.35 billion for the quarter, compared to analyst estimates of $11.33 billion. During the same period in the prior year, the firm posted $2.91 earnings per share. The firm’s revenue was up 10.8% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. Research analysts predict that Salesforce Inc. will post 12.82 EPS for the current fiscal year.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 8th. Investors of record on Thursday, September 17th were given a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, September 17th. Salesforce’s dividend payout ratio (DPR) is 16.04%.

Insiders Place Their Bets

In related 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 value of $1,172,745.00. Following the completion of the sale, the director directly owned 5,437 shares of the company’s stock, valued at $1,416,936.57. The trade was a 45.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director David Blair Kirk acquired 4,176 shares of the firm’s stock in a transaction on Friday, September 18th. The stock was bought at an average price of $239.33 per share, with a total value of $999,442.08. Following the purchase, the director directly owned 18,748 shares of the company’s stock, valued at $4,486,958.84. This represents a 28.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 3.50% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have weighed in on CRM shares. Morgan Stanley set a $315.00 price target on Salesforce in a report on Wednesday, September 2nd. Jefferies Financial Group reissued a “buy” rating on shares of Salesforce in a research report on Tuesday, October 20th. Stifel Nicolaus upped their target price on shares of Salesforce from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, September 17th. DA Davidson raised their target price on shares of Salesforce from $225.00 to $250.00 and gave the company a “neutral” rating in a report on Wednesday, October 21st. Finally, CLSA initiated coverage on shares of Salesforce in a report on Monday, July 20th. They issued a “hold” rating and a $165.00 target price on the stock. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $278.98.

Check Out Our Latest Report on Salesforce

Salesforce Company Profile

(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.