Salesforce Inc. $CRM Shares Acquired by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lifted its stake in Salesforce Inc. (NYSE:CRM) by 1.5% in the third quarter, HoldingsChannel reports. The firm owned 260,857 shares of the CRM provider’s stock after purchasing an additional 3,760 shares during the period. Sequoia Financial Advisors LLC’s holdings in Salesforce were worth $61,823,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Norges Bank bought a new stake in Salesforce in the second quarter valued at $2,826,049,000. Laurel Wealth Advisors LLC raised its position in Salesforce by 27,361.5% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after purchasing an additional 3,411,700 shares during the last quarter. Acadian Asset Management LLC boosted its holdings in Salesforce by 1,729.6% during the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock worth $538,020,000 after buying an additional 1,865,297 shares during the last quarter. Amundi grew its position in shares of 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 buying an additional 1,612,413 shares during the period. Finally, Schroder Investment Management Group increased its stake in Salesforce by 45.8% during the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after purchasing an additional 1,234,969 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. BTIG Research initiated coverage on Salesforce in a research report on Tuesday, December 16th. They issued a “buy” rating and a $335.00 target price on the stock. UBS Group reissued a “neutral” rating and issued a $260.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Morgan Stanley dropped their price objective on Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a research note on Tuesday, December 9th. JMP Securities restated a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a research report on Friday, October 17th. Finally, Bank of America reduced their price objective on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a research report on Monday, November 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $324.51.

Salesforce Trading Down 2.8%

NYSE CRM opened at $227.10 on Friday. The firm has a market cap of $212.79 billion, a PE ratio of 30.32, a price-to-earnings-growth ratio of 1.69 and a beta of 1.26. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. The company has a 50 day moving average price of $249.36 and a 200 day moving average price of $250.45.

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

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were issued a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

Insider Buying and Selling at Salesforce

In related news, CEO Marc Benioff sold 122 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $259.00, for a total transaction of $31,598.00. Following the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at $3,085,096,889. This trade represents a 0.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were bought at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the purchase, the director directly 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 ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders sold 152,177 shares of company stock worth $36,015,774. 3.00% of the stock is currently owned by company insiders.

About Salesforce

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.