Salesforce Inc. $CRM Shares Sold by TD Private Client Wealth LLC

TD Private Client Wealth LLC trimmed its holdings in Salesforce Inc. (NYSE:CRM) by 59.7% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 9,941 shares of the CRM provider’s stock after selling 14,738 shares during the quarter. TD Private Client Wealth LLC’s holdings in Salesforce were worth $2,356,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC boosted its holdings in shares of Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after acquiring an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after purchasing an additional 205 shares in the last quarter. Bison Wealth LLC boosted its stake in Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after purchasing an additional 184 shares in the last quarter. Fiduciary Alliance LLC acquired a new position in shares of Salesforce during the 2nd quarter valued at $684,000. Finally, Balefire LLC bought a new stake in shares of Salesforce in the 2nd quarter worth $359,000. Institutional investors own 80.43% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Marc Benioff sold 122 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total transaction of $31,598.00. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. This trade represents a 0.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director David Blair Kirk acquired 1,936 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, the director owned 10,677 shares in the company, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have sold 150,534 shares of company stock valued at $35,636,954. 3.00% of the stock is owned by insiders.

Salesforce Stock Down 0.7%

CRM stock opened at $239.47 on Thursday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The firm has a market capitalization of $224.38 billion, a P/E ratio of 31.97, a P/E/G ratio of 1.80 and a beta of 1.26. Salesforce Inc. has a 52-week low of $221.96 and a 52-week high of $367.09. The company’s 50 day simple moving average is $249.74 and its 200-day simple moving average is $251.04.

Salesforce (NYSE:CRM) last posted its quarterly earnings data 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 net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same quarter last year, the business posted $2.41 EPS. The company’s revenue 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, equities research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were paid a $0.416 dividend. This represents a $1.66 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is currently 22.16%.

Analysts Set New Price Targets

Several research analysts recently weighed in on CRM shares. Morgan Stanley decreased their target price on Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research note on Tuesday, December 9th. DA Davidson raised their price objective on shares of Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a research note on Tuesday, December 2nd. The Goldman Sachs Group started coverage on shares of Salesforce in a research note on Monday. They set a “buy” rating and a $330.00 target price for the company. Finally, Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. One research 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. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $326.50.

More 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?

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.