Salesforce Inc. $CRM Shares Sold by Greenleaf Trust

Posted by Brenda Bartman on Nov 2nd, 2026

Greenleaf Trust decreased its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 4.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 97,660 shares of the CRM provider’s stock after selling 5,018 shares during the quarter. Greenleaf Trust’s holdings in Salesforce were worth $22,420,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. ABS Direct Equity Fund LLC purchased a new position in shares of Salesforce in the second quarter worth $25,000. Latitude Advisors LLC bought a new position in Salesforce in the third quarter worth about $25,000. Manning & Napier Advisors LLC purchased a new position in shares of Salesforce in the 2nd quarter valued at approximately $26,000. Persistent Asset Partners Ltd bought a new stake in shares of Salesforce during the second quarter valued at approximately $27,000. Finally, Costello Asset Management INC boosted its position in shares of Salesforce by 410.3% during the first quarter. Costello Asset Management INC now owns 148 shares of the CRM provider’s stock valued at $28,000 after purchasing an additional 119 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce Stock Performance

Shares of CRM stock opened at $228.56 on Monday. The firm has a market cap of $188.10 billion, a price-to-earnings ratio of 20.84, a PEG ratio of 1.04 and a beta of 1.24. The company’s 50 day moving average is $238.94 and its 200 day moving average is $198.88. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $269.11. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.02.

Salesforce (NYSE:CRM – Get Free Report) last released its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 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 during the quarter, compared to analysts’ expectations of $11.33 billion. During the same period last year, the business posted $2.91 earnings per share. The firm’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. On average, sell-side analysts anticipate that Salesforce Inc. will post 12.82 EPS for the current fiscal year.

Salesforce Announces Dividend

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

Salesforce News Summary

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

Analyst Ratings Changes

A number of brokerages have recently commented on CRM. Wall Street Zen downgraded Salesforce from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Weiss Ratings upgraded shares of Salesforce from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, September 24th. Oppenheimer restated an “outperform” rating on shares of Salesforce in a research note on Thursday, September 17th. UBS Group reaffirmed a “buy” rating on shares of Salesforce in a research note on Friday, September 11th. Finally, Yorkville Ives initiated coverage on Salesforce in a report on Monday, October 5th. They issued an “outperform” rating and a $290.00 price target on the stock. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, thirteen have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $278.98.

Check Out Our Latest Stock Report on Salesforce

Insider Buying and Selling

In other Salesforce news, Director Craig Conway sold 4,500 shares of the stock in a transaction dated 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 owned 5,437 shares in the company, valued at approximately $1,416,936.57. This represents a 45.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director David Blair Kirk purchased 4,176 shares of the business’s stock in a transaction dated Friday, September 18th. The shares were purchased at an average price of $239.33 per share, with a total value of $999,442.08. Following the acquisition, the director directly owned 18,748 shares in the company, valued at approximately $4,486,958.84. The trade was a 28.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 3.50% of the company’s stock.

Salesforce 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.