Salesforce Inc. $CRM Shares Purchased by North Star Asset Management Inc.

North Star Asset Management Inc. grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 10.6% in the third quarter, according to its most recent filing with the SEC. The firm owned 53,489 shares of the CRM provider’s stock after acquiring an additional 5,106 shares during the quarter. North Star Asset Management Inc.’s holdings in Salesforce were worth $12,677,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC grew 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 lifted its stake in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after acquiring an additional 205 shares during the period. Bison Wealth LLC boosted 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 acquiring an additional 184 shares in the last quarter. Sivia Capital Partners LLC increased its stake in shares of Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after acquiring an additional 106 shares during the period. Finally, United Bank increased its stake in shares of Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after acquiring an additional 500 shares during the period. Institutional investors own 80.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on CRM shares. The Goldman Sachs Group started coverage on Salesforce in a research report on Monday, January 12th. They issued a “buy” rating and a $330.00 target price for the company. Truist Financial dropped their price objective on Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a research note on Thursday, December 4th. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. Mizuho dropped their price target on shares of Salesforce from $340.00 to $280.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Finally, Robert W. Baird reduced their price objective on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $301.56.

Salesforce Price Performance

CRM opened at $185.64 on Wednesday. The firm has a market capitalization of $173.95 billion, a P/E ratio of 24.79, a PEG ratio of 1.22 and a beta of 1.27. The stock has a fifty day moving average of $227.77 and a 200-day moving average of $239.19. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $313.70.

Salesforce (NYSE:CRM) last posted 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 firm had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the previous year, the firm earned $2.41 earnings per share. Salesforce’s quarterly revenue was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Insider Activity at Salesforce

In other news, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider directly owned 139,767 shares in the company, valued at $32,803,314.90. The trade was a 49.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is expanding AI capabilities (Momentum acquisition, partnerships for identity and governance) that support its Agentforce/Slackbot roadmap — a tangible product push investors see as earnings- and growth-accretive. Salesforce AI Deals Test Investor Patience As Valuation Screens Attractive
• Positive Sentiment: Analysts and previews expect a strong Q4 with margin tailwinds from cost cuts and AI-driven product leverage — upbeat previews are supporting bullish positioning into the print. Salesforce Q4 earnings on deck: What to expect
• Positive Sentiment: A broader software rally tied to an Anthropic-related announcement lifted AI-linked names, giving Salesforce sector-driven relief that helped push the stock up. US software stocks climb as Anthropic announcement sparks relief rally
• Neutral Sentiment: Options market pricing signals a sizable move is expected around Wednesday’s after‑hours Q4 report — raises short-term volatility risk but not a directional read. Here’s How Much Salesforce Stock Is Expected to Move After Earnings
• Neutral Sentiment: KeyCorp trimmed its price target substantially (from $400 to $300) but left an overweight stance — a mixed signal that reduces upside expectations while still reflecting conviction in the business. Benzinga
• Negative Sentiment: Several firms have cut price targets and flagged earnings/valuation risk ahead of Q4, underscoring downside sensitivity if revenue growth disappoints or AI investments don’t convert quickly. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Persistent critique around SaaS vulnerability to “agentic AI” and reminders of prior sharp corrections keep longer-term sentiment fragile — bulls point to AI integration, bears point to execution and valuation risks. What The Bulls Are Missing About Salesforce 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.