Salesforce Inc. $CRM Shares Sold by Resona Asset Management Co. Ltd.

Resona Asset Management Co. Ltd. reduced its holdings in Salesforce Inc. (NYSE:CRM) by 3.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 315,034 shares of the CRM provider’s stock after selling 11,792 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Salesforce were worth $75,084,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the business. Marquette Asset Management LLC acquired a new stake in Salesforce in the third quarter valued at $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce in the 2nd quarter valued at about $27,000. Quaker Wealth Management LLC increased its holdings in shares of Salesforce by 208.6% in the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after purchasing an additional 242 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of Salesforce in the second quarter valued at about $34,000. Finally, Country Trust Bank boosted its holdings in Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after buying an additional 112 shares in the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

CRM has been the subject of a number of research reports. BMO Capital Markets reduced their price target on shares of Salesforce from $280.00 to $275.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Wedbush reiterated an “outperform” rating and set a $375.00 target price on shares of Salesforce in a research report on Thursday, December 4th. DA Davidson raised their price target on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Finally, TD Cowen reiterated a “buy” rating on shares of Salesforce in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $324.51.

Salesforce Stock Down 0.0%

Shares of NYSE CRM opened at $228.02 on Friday. The firm has a market cap of $213.65 billion, a P/E ratio of 30.44, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26. 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 1 year low of $218.96 and a 1 year high of $367.09. The firm’s 50 day moving average price is $247.54 and its 200 day moving average price is $249.01.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating the consensus estimate of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the firm posted $2.41 EPS. Salesforce’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, sell-side analysts anticipate 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. Shareholders of record on Thursday, December 18th were paid a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. 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 and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

Insider Buying and Selling

In related news, Director David Blair Kirk acquired 1,936 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Marc Benioff sold 122 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $259.00, for a total transaction of $31,598.00. Following the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. The trade was a 0.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 145,427 shares of company stock worth $34,290,361 over the last ninety days. Insiders own 3.00% of the company’s stock.

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.