KMG Fiduciary Partners LLC Increases Holdings in Salesforce Inc. $CRM

KMG Fiduciary Partners LLC lifted its holdings in Salesforce Inc. (NYSE:CRM) by 5.1% in the third quarter, HoldingsChannel.com reports. The fund owned 45,422 shares of the CRM provider’s stock after buying an additional 2,192 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in Salesforce were worth $10,765,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Painted Porch Advisors LLC boosted its stake in Salesforce by 260.0% in the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after purchasing an additional 65 shares during the period. Evolution Wealth Management Inc. bought a new stake in shares of Salesforce during the second quarter valued at approximately $27,000. CBIZ Investment Advisory Services LLC lifted its holdings in shares of Salesforce by 314.8% in the first quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock worth $30,000 after buying an additional 85 shares in the last quarter. Christopher J. Hasenberg Inc boosted its position in shares of Salesforce by 383.3% during the second 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 last quarter. Finally, Maseco LLP bought a new position in shares of Salesforce during the second quarter worth $34,000. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Up 0.7%

CRM opened at $259.64 on Friday. The stock has a 50-day moving average of $246.94 and a 200 day moving average of $251.84. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 12 month low of $221.96 and a 12 month high of $367.09. The firm has a market cap of $243.29 billion, a P/E ratio of 34.67, a P/E/G ratio of 1.92 and a beta of 1.25.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.39. The business 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%.The company’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same period last year, the company earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, research analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th will be paid a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Director David Blair Kirk bought 1,936 shares (22% increase to his stake), signaling insider confidence in the company’s outlook; insider purchases often reassure investors about management’s view of valuation and prospects. Read More.
• Positive Sentiment: JPMorgan argues the market is underestimating Salesforce’s AI opportunity — calling CRM “priced like a value stock” while AI-driven monetization ramps, which supports the thesis for re-rating if AI revenue acceleration materializes. Read More.
• Positive Sentiment: Salesforce agreed to acquire AI marketing firm Qualified, expanding its agentic/AI marketing stack and potentially creating cross-sell and product monetization opportunities within Marketing Cloud and Agentforce. Strategic tuck-ins can accelerate ARR and AI feature adoption. Read More.
• Positive Sentiment: BTIG initiated coverage with a Buy and $335 target (roughly ~29% upside from current levels), adding upward analyst momentum and providing buy-side validation for CRM’s AI-led rebound thesis. Read More.
• Neutral Sentiment: Salesforce remains a focus on market watchlists (Zacks note) and broader software sector recaps benchmark CRM performance; attention can boost liquidity but doesn’t change fundamentals immediately. Read More.
• Neutral Sentiment: MarketBeat/others note Salesforce’s recent EPS beat and guidance pointing to 2026 acceleration; that underpins the bullish narrative but is already partly reflected in sentiment and analyst revisions. Read More.
• Negative Sentiment: Morgan Stanley reduced its price target on CRM, a reminder that some sell-side desks remain cautious on near-term multiples and execution risk — this can temper rallies and add upside resistance until proofs of AI monetization appear. Read More.

Insider Buying and Selling at Salesforce

In related news, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider directly owned 139,767 shares in the company, valued at approximately $32,803,314.90. This represents a 49.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director G Mason Morfit acquired 96,000 shares of Salesforce stock in a transaction that occurred on Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the transaction, the director directly owned 2,994,509 shares in the company, valued at $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 173,034 shares of company stock worth $41,097,367 over the last quarter. Insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

CRM has been the topic of a number of research reports. Cowen reiterated a “buy” rating on shares of Salesforce in a report on Thursday, December 4th. Bank of America cut their price objective on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Monday, November 17th. Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. Canaccord Genuity Group reissued a “buy” rating and set a $300.00 price target on shares of Salesforce in a research note on Thursday, December 4th. Finally, Stifel Nicolaus cut their price target on Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, October 9th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $326.68.

Salesforce 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.