Proem Advisors LLC Increases Stock Position in Salesforce Inc. $CRM

Proem Advisors LLC grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 127.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 39,836 shares of the CRM provider’s stock after purchasing an additional 22,336 shares during the quarter. Salesforce makes up 1.0% of Proem Advisors LLC’s investment portfolio, making the stock its 14th largest holding. Proem Advisors LLC’s holdings in Salesforce were worth $9,441,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in CRM. Vanguard Group Inc. increased its holdings in Salesforce by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock worth $24,221,275,000 after acquiring an additional 909,853 shares during the last quarter. State Street Corp increased its stake in shares of Salesforce by 1.6% in the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after purchasing an additional 776,300 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Salesforce by 0.6% in the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after purchasing an additional 114,504 shares during the period. Norges Bank purchased a new stake in shares of Salesforce during the 2nd quarter valued at approximately $2,826,049,000. Finally, Amundi boosted its holdings in Salesforce by 26.2% in the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after buying an additional 1,612,413 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director G Mason Morfit bought 96,000 shares of the firm’s stock in a transaction dated Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the transaction, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold a total of 145,427 shares of company stock valued at $34,290,361 over the last quarter. 3.00% of the stock is owned by company insiders.

Salesforce Trading Up 3.0%

NYSE:CRM opened at $228.19 on Friday. The firm has a market capitalization of $213.81 billion, a P/E ratio of 30.47, a P/E/G ratio of 1.65 and a beta of 1.26. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The company has a fifty day moving average of $247.86 and a 200 day moving average of $249.30. Salesforce Inc. has a 52 week low of $218.96 and a 52 week high of $367.09.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating the consensus estimate of $2.86 by $0.39. The firm had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.41 earnings per share. 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 year.

Salesforce Announces Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts note Salesforce’s push into agentic AI (Agentforce) and continued monetization of Data Cloud as potential drivers to reignite revenue growth and margins, which investors view as a credible growth pathway. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Positive Sentiment: Commentary highlights Salesforce’s recent market outperformance and investor attention after its latest session close, reinforcing momentum among buyers. Salesforce.com (CRM) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Several bullish takes (Seeking Alpha, Forbes) argue the selloff is overdone and that CRM is trading in a historical support range, framing the stock as a potential buying opportunity for contrarian investors. Salesforce: The Selloff Is Overdone, A Contrarian Buy Opportunity (Rating Upgrade)
• Neutral Sentiment: High-profile coverage (Jim Cramer) is calling attention to Salesforce’s seat-based model and platform strategy; increased media focus can boost flows but doesn’t by itself change fundamentals. Jim Cramer Discusses Salesforce (CRM)’s Seat Model
• Neutral Sentiment: Earnings previews are mixed: Salesforce posted $3.25 EPS vs. $2.86 consensus and ~9% YoY revenue growth, with Q4 FY2026 EPS guidance of $3.02–$3.04—numbers that support valuation but leave some growth questions. Salesforce earnings preview: What to expect
• Negative Sentiment: Competitive pressure from vertical SaaS peers (notably Veeva in life sciences) and questions about services execution are being raised as risks to Salesforce’s growth and win rates in certain industries. Veeva vs Salesforce – the services questions that Life Sciences organizations need to be asking – and time is running
• Negative Sentiment: Analyses and headlines flag investor concerns—slowing growth relative to lofty AI expectations and valuation risks—which have contributed to recent volatility and caution among some funds. What Is Spooking CRM Stock Investors?
• Negative Sentiment: Some outlets include Salesforce on “stocks to avoid” lists amid the AI hype, highlighting execution and competitive risks that could pressure sentiment if growth disappoints. Top 5 Stocks to Avoid Despite the AI Hype

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Bank of America dropped their target price on Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a research report on Monday, November 17th. Robert W. Baird decreased their price target on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Arete Research upgraded Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. BTIG Research began coverage on Salesforce in a research report on Tuesday, December 16th. They set a “buy” rating and a $335.00 target price for the company. Finally, Royal Bank Of Canada raised their price target on Salesforce from $250.00 to $290.00 and gave the company a “sector perform” rating in a report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $324.51.

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.