Salesforce Inc. $CRM Shares Sold by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA decreased its position in Salesforce Inc. (NYSE:CRM) by 35.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 204,136 shares of the CRM provider’s stock after selling 113,965 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Salesforce were worth $52,065,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in CRM. Marquette Asset Management LLC acquired a new stake in shares of Salesforce in the 3rd quarter worth $26,000. Tema Etfs LLC acquired a new position in Salesforce during the 3rd quarter worth about $4,198,000. Bayforest Capital Ltd purchased a new position in Salesforce in the 3rd quarter valued at approximately $161,000. Winthrop Advisory Group LLC grew its stake in shares of Salesforce by 13.4% in the third quarter. Winthrop Advisory Group LLC now owns 2,320 shares of the CRM provider’s stock worth $551,000 after acquiring an additional 275 shares in the last quarter. Finally, Associated Banc Corp increased its holdings in Salesforce by 97.8% during the 3rd quarter. Associated Banc Corp now owns 179,635 shares of the CRM provider’s stock worth $42,573,000 after purchasing an additional 88,832 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Salesforce

In related news, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $258.20, for a total transaction of $580,950.00. Following the sale, the chief executive officer owned 11,911,571 shares in the company, valued at approximately $3,075,567,632.20. This trade represents a 0.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director G Mason Morfit purchased 96,000 shares of the business’s stock in a transaction on Friday, December 5th. The stock was acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the acquisition, the director directly owned 2,994,509 shares in the company, valued at $780,309,155.22. The trade was a 3.31% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have sold 152,784 shares of company stock worth $36,173,287. Corporate insiders own 3.00% of the company’s stock.

Salesforce Trading Down 0.2%

Shares of CRM opened at $260.03 on Monday. Salesforce Inc. has a twelve month low of $221.96 and a twelve month high of $367.09. The firm has a market capitalization of $243.65 billion, a P/E ratio of 34.72, a PEG ratio of 1.94 and a beta of 1.26. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The firm’s 50-day moving average is $250.32 and its two-hundred day moving average is $251.43.

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

Salesforce Announces Dividend

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

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MarketBeat highlighted five reasons to buy-and-hold CRM for 2026, arguing Salesforce has an attractive AI/cloud runway that could make it a top trade this year. MarketBeat: Five reasons to buy-and-hold CRM
• Positive Sentiment: The Motley Fool and 247WallStreet pieces both profile Salesforce as underappreciated on AI upside — suggesting the market hasn’t fully priced in its “agentic AI” roadmap or potential enterprise expansion. These narratives support a longer-term bullish case. Fool: Should you forget Palantir and buy these 2 tech stocks? 247WallSt: 2 Stocks That Don’t Have Enough AI Priced In
• Positive Sentiment: Analyst consensus remains constructive — AmericanBankingNews reports an average recommendation of “Moderate Buy.” That supports investor confidence despite recent weakness. Salesforce receives average recommendation of “Moderate Buy”
• Neutral Sentiment: Jim Cramer has Salesforce on his radar, drawing attention to the company amid sector turmoil; coverage like this can add visibility but is not a direct catalyst. Jim Cramer Discusses Salesforce (CRM)’s Business
• Neutral Sentiment: The Globe and Mail highlighted a Zacks feature that mentions Salesforce alongside Adobe as notable ideas — more media/analyst attention that reinforces the stock’s profile. Zacks Investment Ideas feature highlights: Adobe and Salesforce
• Negative Sentiment: Yahoo Finance flags that Salesforce’s AI revenue base is still small and that rising API costs could pressure margins — that raises the risk that the company’s margin story may be weaker than investors expect. Did Salesforce’s Small AI Revenue Base and Higher API Costs Just Recast Its Margin Story?
• Negative Sentiment: Zacks and other outlets emphasize CRM’s ~18–20% drop over the past year — headline pieces questioning whether the stock is still a hold add selling pressure and keep sentiment cautious. Salesforce Plunges 20% in a Year
• Negative Sentiment: Short news blurbs (MSN/headlines) noting that CRM is sinking while broader markets gain amplify the perception of underperformance versus peers. Salesforce.com (CRM) stock sinks as market gains

Analyst Upgrades and Downgrades

CRM has been the subject of several analyst reports. Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a report on Friday, November 28th. Robert W. Baird cut their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. JMP Securities reiterated a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a report on Friday, October 17th. UBS Group restated a “neutral” rating and set a $260.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Finally, Macquarie lifted their price target on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $327.74.

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.