Retirement Planning Group LLC Takes $732,000 Position in Salesforce Inc. $CRM

Posted by Latisha Jones on Jan 15th, 2026

Retirement Planning Group LLC purchased a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,087 shares of the CRM provider’s stock, valued at approximately $732,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Avantax Advisory Services Inc. lifted its position in shares of Salesforce by 4.0% in the 2nd quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock worth $23,814,000 after acquiring an additional 3,387 shares during the period. Grant Private Wealth Management Inc acquired a new position in shares of Salesforce in the third quarter valued at $1,458,000. Advyzon Investment Management LLC lifted its position in Salesforce by 57.4% in the second quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock worth $514,000 after purchasing an additional 687 shares during the period. CX Institutional boosted its stake in Salesforce by 78.0% during the third quarter. CX Institutional now owns 43,186 shares of the CRM provider’s stock worth $10,235,000 after buying an additional 18,927 shares in the last quarter. Finally, Atalanta Sosnoff Capital LLC boosted its stake in Salesforce by 8.5% during the second quarter. Atalanta Sosnoff Capital LLC now owns 206,614 shares of the CRM provider’s stock worth $56,342,000 after buying an additional 16,176 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Stock Performance

NYSE:CRM opened at $239.47 on Thursday. The stock has a market capitalization of $224.38 billion, a P/E ratio of 31.97, a price-to-earnings-growth ratio of 1.80 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. Salesforce Inc. has a 1 year low of $221.96 and a 1 year high of $367.09. The firm has a 50 day moving average of $249.74 and a 200-day moving average of $251.04.

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

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors 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 of this dividend was Thursday, December 18th. Salesforce’s payout ratio is currently 22.16%.

Insider Activity at Salesforce

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction dated Friday, October 31st. The shares were sold at an average price of $258.20, for a total value of $580,950.00. Following the completion of 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director David Blair Kirk bought 1,936 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 150,534 shares of company stock worth $35,636,954 in the last 90 days. Corporate insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Northland Securities raised their price objective on shares of Salesforce from $264.00 to $267.00 and gave the stock a “market perform” rating in a report on Thursday, December 4th. Northland Capmk lowered shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 14th. Citigroup cut shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 5th. Oppenheimer lowered their price objective on Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Finally, Truist Financial cut their target price on Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and an average target price of $326.50.

Get Our Latest Stock Report on CRM

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Goldman Sachs initiated coverage with a Buy and a $330 price target — a high‑profile analyst start that supports upside from current levels and may attract momentum buyers. Goldman Sachs Assumes Coverage of Salesforce (CRM) Stock
Positive Sentiment: Salesforce launched its revamped Slackbot (general availability) — an Agentforce/Slack integration powered by Anthropic that could drive product differentiation, higher ARPU and enterprise upsells if adoption scales. Salesforce releases updated Slackbot powered by Anthropic’s AI model
Positive Sentiment: Partner ecosystem strength: Coastal (a Salesforce/AI consultancy) was acquired by Tata Consultancy Services (TCS), potentially expanding global implementation capacity for Salesforce-led transformations. That can help enterprise deal flow over time. Coastal Joins Tata Consultancy Services (TCS) to Accelerate Salesforce-Led Transformation at Global Scale
Neutral Sentiment: Analyst and media bullish narratives (Zacks, MarketBeat, Forbes, Seeking Alpha) highlight long‑term AI/cross‑cloud opportunity and argue the stock is undervalued — supportive for sentiment but not an immediate earnings catalyst. Why Salesforce.com (CRM) is a Top Growth Stock for the Long-Term
Negative Sentiment: Short‑term selling pressure is driven by concerns over slowing revenue growth and investor debate on AI monetization; commentary and headlines flag a pullback in shares and caution on near‑term execution. Why Salesforce (CRM) shares are plunging today
Negative Sentiment: Growth is cooling to single digits in places, so the market is watching whether initiatives like Data 360 and Agentforce convert into materially higher‑value contracts soon enough to reaccelerate revenue. Can Salesforce’s Data 360 Push Drive Its Next Phase of Sales Growth?

About Salesforce

(Free Report)

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.