Jupiter Asset Management Ltd. Sells 10,915 Shares of Salesforce Inc. $CRM

Jupiter Asset Management Ltd. lessened its holdings in Salesforce Inc. (NYSE:CRM) by 2.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 425,379 shares of the CRM provider’s stock after selling 10,915 shares during the period. Salesforce makes up about 0.9% of Jupiter Asset Management Ltd.’s investment portfolio, making the stock its 22nd largest position. Jupiter Asset Management Ltd.’s holdings in Salesforce were worth $100,815,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Norges Bank purchased a new stake in Salesforce during the second quarter valued at approximately $2,826,049,000. Laurel Wealth Advisors LLC grew its position in shares of Salesforce by 27,361.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after acquiring an additional 3,411,700 shares during the period. Acadian Asset Management LLC grew its position in shares of Salesforce by 1,729.6% during the 2nd quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after acquiring an additional 1,865,297 shares during the period. Amundi increased its stake in shares of 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 purchasing an additional 1,612,413 shares in the last quarter. Finally, Schroder Investment Management Group raised its holdings in Salesforce by 45.8% in the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after purchasing an additional 1,234,969 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction on 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 transaction, the director directly owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were acquired at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the transaction, the director directly owned 10,677 shares in the company, valued at approximately $2,761,499.28. This represents a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is owned by corporate insiders.

Salesforce Price Performance

Shares of NYSE:CRM opened at $185.35 on Friday. The firm has a market cap of $173.68 billion, a price-to-earnings ratio of 24.75, a P/E/G ratio of 1.28 and a beta of 1.27. The firm has a fifty day moving average price of $232.23 and a 200 day moving average price of $240.59. Salesforce Inc. has a fifty-two week low of $180.24 and a fifty-two week high of $324.45. 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 (NYSE:CRM) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping the consensus estimate of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The business had revenue of $10.26 billion for the quarter, compared to analysts’ expectations of $10.27 billion. During the same quarter in the previous year, the company earned $2.41 EPS. The business’s quarterly revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, sell-side analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The company also recently announced 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. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is currently 22.16%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Seeking Alpha upgraded CRM to Buy, arguing Q4 could prove a catalyst (revenue acceleration, backlog expansion, clearer AI impacts). Article Title
• Positive Sentiment: BTIG cut its price target (from $335 to $260) but maintained a Buy rating — a bullish vote despite the reduced conviction level. Article Title
• Positive Sentiment: Multiple bullish analyst/coverage pieces highlight Agentforce and Salesforce’s founder-led durability as reasons CRM can defend/grow in an AI-driven market. Agentforce Article Founder-Led Article
• Neutral Sentiment: RBC issued a Hold and Wells Fargo moved to Equal Weight after trimming targets, signaling more cautious near-term expectations from big banks. RBC Hold Wells Fargo/Citigroup notes
• Neutral Sentiment: Dividend/earnings-watch pieces and “buy-the-dip” technical calls argue CRM may be oversold and ripe for a reversal; these are supportive but speculative until Q4 results. Buy-the-dip Article
• Negative Sentiment: Unusually heavy put buying — investors purchased ~131,990 put options (≈ +84% vs. typical volume) — indicates elevated bearish hedging/speculation that can pressure the stock.
• Negative Sentiment: Analyst downgrades and pessimistic forecasts (e.g., Mizuho; a separate trading note flagged a downgrade that pushed shares lower) are weighing on sentiment and liquidity. Mizuho Forecast Trading Down After Downgrade
• Negative Sentiment: Sector weakness tied to AI-driven re-ratings in software (examples: Palo Alto guidance reaction) and headlines labeling CRM among the Dow’s laggards add downward pressure. CNBC Sector Piece 247WallSt

Analyst Ratings Changes

CRM has been the subject of several recent research reports. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Robert W. Baird cut their price objective on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Wells Fargo & Company decreased their target price on shares of Salesforce from $265.00 to $235.00 and set an “equal weight” rating on the stock in a research note on Wednesday. TD Cowen reiterated a “buy” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Barclays raised their price objective on shares of Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus price target of $310.89.

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.