Callan Family Office LLC Decreases Stock Holdings in Salesforce Inc. $CRM

Callan Family Office LLC lowered its holdings in Salesforce Inc. (NYSE:CRM) by 15.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,429 shares of the CRM provider’s stock after selling 2,922 shares during the period. Callan Family Office LLC’s holdings in Salesforce were worth $3,657,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in CRM. Beverly Hills Private Wealth LLC raised its position in Salesforce by 2.3% in the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock worth $468,000 after acquiring an additional 39 shares during the period. Aspire Growth Partners LLC increased its stake in shares of Salesforce by 1.2% during the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock worth $795,000 after purchasing an additional 39 shares during the last quarter. Lifeworks Advisors LLC raised its holdings in shares of Salesforce by 2.9% in the 2nd quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after purchasing an additional 40 shares during the period. Benchmark Financial Wealth Advisors LLC lifted its stake in Salesforce by 4.4% in the second quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock valued at $270,000 after purchasing an additional 42 shares during the last quarter. Finally, Abacus Planning Group Inc. grew its holdings in Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock valued at $337,000 after purchasing an additional 43 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. Royal Bank Of Canada increased their price target on Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research note on Monday, January 5th. Barclays upped their price objective on shares of Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a report on Monday, January 12th. Bank of America reduced their target price on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research note on Monday, November 17th. Wedbush restated an “outperform” rating and set a $375.00 price target on shares of Salesforce in a research note on Thursday, December 4th. Finally, Macquarie raised their price objective on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $323.57.

Insider Activity at Salesforce

In other news, Director David Blair Kirk purchased 1,936 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.00% of the company’s stock.

Salesforce Stock Performance

NYSE:CRM opened at $196.13 on Wednesday. The stock has a market cap of $183.77 billion, a P/E ratio of 26.19, a PEG ratio of 1.44 and a beta of 1.27. 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 business’s 50-day moving average price is $245.71 and its two-hundred day moving average price is $246.57. Salesforce Inc. has a twelve month low of $193.11 and a twelve month high of $348.04.

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

Salesforce Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were given a dividend of $0.416 per share. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.8%. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large government win & expanded AI work — Salesforce landed a multibillion‑dollar U.S. Army cloud/AI engagement and is promoting its Wildfire AI initiative, which supports revenue durability and long‑term contract visibility. Salesforce Extends AI Reach With Army Deal And Wildfire Initiative
• Positive Sentiment: AI adoption accelerating — Analysts highlight rising AI adoption across Salesforce’s customer base; the note frames current revenue lag as an opportunity if AI monetization ramps. This supports longer‑term growth expectations. Salesforce: AI Adoption Is Surging – The Revenue Lag Is The Opportunity
• Positive Sentiment: Technicals suggest a bounce may be possible — Technical analysts say CRM is in oversold territory after a sharp pullback and note consensus analyst revisions are trending higher, which can precede a rebound. After Plunging 17.7% in 4 Weeks, Here’s Why the Trend Might Reverse for Salesforce.com (CRM)
• Positive Sentiment: Market commentators still upbeat on long‑term story — High‑profile investors/commentators (e.g., Jim Cramer) call Salesforce “really great” while acknowledging the market’s short‑term judgment, which can reassure some investors. Jim Cramer Says Salesforce is “Really Great” But He Accepts the Market’s Judgment
• Neutral Sentiment: Brokerage sentiment is mixed-to-positive — Surveys show an average “moderate buy” recommendation; that indicates analyst conviction but not unanimity. Salesforce Inc. (NYSE:CRM) Given Average Recommendation of “Moderate Buy” by Brokerages
• Negative Sentiment: Revenue growth concerns and deep drawdown — Coverage notes Salesforce has declined sharply (double‑digit/30%+ ranges cited) driven by missed top‑line growth expectations; that remains the primary investor worry and explains much of today’s selling pressure. This Beaten-Down AI Stock Could Stage a Comeback in 2026
• Negative Sentiment: Analyst debate on downside risk — Several pieces ask how low CRM can go, keeping headline risk elevated and increasing the chance of further short‑term volatility. How Low Can Salesforce Stock Go?

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.