Salesforce Inc. $CRM Shares Sold by Brady Family Wealth LLC

Brady Family Wealth LLC decreased its stake in shares of Salesforce Inc. (NYSE:CRM) by 15.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,524 shares of the CRM provider’s stock after selling 2,644 shares during the period. Brady Family Wealth LLC’s holdings in Salesforce were worth $3,442,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. KDT Advisors LLC raised its stake in Salesforce by 4.1% in the 1st quarter. KDT Advisors LLC now owns 967 shares of the CRM provider’s stock valued at $260,000 after purchasing an additional 38 shares during the last quarter. Scott & Selber Inc. raised its position in shares of Salesforce by 0.7% in the second quarter. Scott & Selber Inc. now owns 5,850 shares of the CRM provider’s stock valued at $1,595,000 after buying an additional 39 shares during the last quarter. Hanson & Doremus Investment Management lifted its stake in shares of Salesforce by 6.9% during the second quarter. Hanson & Doremus Investment Management now owns 607 shares of the CRM provider’s stock valued at $166,000 after buying an additional 39 shares during the period. Beverly Hills Private Wealth LLC boosted its position in Salesforce by 2.3% during the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock worth $468,000 after acquiring an additional 39 shares during the last quarter. Finally, Lifeworks Advisors LLC grew its stake in Salesforce by 2.9% in the 2nd quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after acquiring an additional 40 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, Director David Blair Kirk bought 1,936 shares of the stock in a transaction dated Wednesday, December 17th. The stock was acquired at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Marc Benioff sold 122 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total value of $31,598.00. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. This represents a 0.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 173,034 shares of company stock worth $41,097,367 over the last three months. 3.00% of the stock is currently owned by corporate insiders.

Salesforce Trading Up 0.7%

NYSE CRM opened at $259.64 on Friday. The firm has a market capitalization of $243.29 billion, a price-to-earnings ratio of 34.67, a PEG ratio of 1.92 and a beta of 1.25. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The company’s 50 day moving average price is $246.94 and its 200 day moving average price is $251.84.

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

Salesforce Dividend Announcement

The business 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 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Thursday, December 18th. Salesforce’s payout ratio is currently 22.16%.

Analyst Upgrades and Downgrades

CRM has been the topic of a number of recent analyst reports. Evercore ISI reduced their price target on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Citigroup downgraded Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. DA Davidson lifted their price target on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Truist Financial cut their price objective on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a report on Thursday, December 4th. Finally, Citizens Jmp restated a “market outperform” rating and issued a $430.00 target price on shares of Salesforce in a report on Tuesday, December 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $326.68.

Key Salesforce News

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.

Salesforce Company 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.