Lansforsakringar Fondforvaltning AB publ Purchases 6,083 Shares of Salesforce Inc. $CRM

Lansforsakringar Fondforvaltning AB publ lifted its position in shares of Salesforce Inc. (NYSE:CRM) by 2.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 313,451 shares of the CRM provider’s stock after buying an additional 6,083 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Salesforce were worth $74,288,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in CRM. Brighton Jones LLC increased its position in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after buying an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares in the last quarter. Bison Wealth LLC raised its holdings in shares of Salesforce by 9.0% in the fourth 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 during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after buying an additional 106 shares in the last quarter. Finally, United Bank grew its stake in Salesforce by 5.2% in the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after purchasing an additional 500 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Trading Down 0.1%

Shares of CRM opened at $185.10 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. Salesforce Inc. has a 1-year low of $180.24 and a 1-year high of $318.97. The company has a market capitalization of $173.44 billion, a P/E ratio of 24.71, a P/E/G ratio of 1.26 and a beta of 1.27. The firm’s 50 day simple moving average is $230.69 and its 200 day simple moving average is $240.08.

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

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were given a $0.416 dividend. The ex-dividend date was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce’s payout ratio is presently 22.16%.

Insiders Place Their Bets

In other Salesforce news, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the completion of the transaction, the insider owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This represents a 49.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director G Mason Morfit bought 96,000 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the company. Citizens Jmp reiterated a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a research note on Tuesday, December 2nd. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Truist Financial lowered their target price on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a report on Thursday, December 4th. Wedbush restated an “outperform” rating and set a $375.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Finally, Piper Sandler decreased their price objective on Salesforce from $315.00 to $280.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $310.89.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Mizuho keeps an Outperform rating on CRM, signaling continued analyst conviction that Salesforce can outperform peers as AI adoption supports growth. Mizuho Maintains an Outperform Rating on Salesforce (CRM)
• Positive Sentiment: A Seeking Alpha upgrade frames the upcoming Q4 print as an opportunity to “silence the bears,” highlighting potential revenue acceleration, expanding backlog and clearer AI-driven sales/expense dynamics that could re-rate the stock if delivered. Salesforce: Q4 Earnings Is An Opportunity To Silence The Bears (Rating Upgrade)
• Positive Sentiment: Sector evidence: beaten-down software names (RingCentral, Five9) rallied after earnings that showed AI strengthening bookings — a sign that positive AI proofs could lift Salesforce if its own AI products (Agentforce, generative solutions) show similar commercial traction. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Neutral Sentiment: Zacks previews the Q4 print and urges focus beyond headline EPS/revenue — metrics like backlog, billings mix and AI subscription uptake will matter, making the upcoming report a data-driven catalyst rather than a simple beat/miss story. Salesforce (CRM) Q4 Earnings Preview
• Neutral Sentiment: Zacks and other outlets note elevated investor attention and mixed analyst views — increased coverage raises volatility around the earnings print but doesn’t resolve direction until results and guidance arrive. Salesforce, Inc. (CRM) is Attracting Investor Attention
• Negative Sentiment: BMO cut its price target from $275 to $235 (still “Outperform”), which reduces upside expectations and signals more cautious near-term valuation assumptions. salesforce.com (CRM) PT Lowered to $235 at BMO Capital
• Negative Sentiment: BTIG trimmed its price target to $260, and RBC moved to a Hold — more downward pressure from sell-side revisions that can sap momentum ahead of the quarter. BTIG Research Lowers Salesforce Price Target to $260 Salesforce (CRM) Receives a Hold from RBC Capital
• Negative Sentiment: Unusually large put-option buying was recorded (roughly 132k puts), indicating elevated hedging or bearish spec positions that increase downside risk and implied volatility into earnings. (reported trading flow)

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.