J. Safra Sarasin Holding AG Has $2.03 Million Stake in Salesforce Inc. $CRM

J. Safra Sarasin Holding AG reduced its holdings in Salesforce Inc. (NYSE:CRM) by 77.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,524 shares of the CRM provider’s stock after selling 28,654 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Salesforce were worth $2,032,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Norges Bank acquired a new position in Salesforce in the second quarter worth $2,826,049,000. Laurel Wealth Advisors LLC raised its holdings in shares of Salesforce by 27,361.5% in the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after buying an additional 3,411,700 shares during the last quarter. Acadian Asset Management LLC lifted its position in 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 worth $538,020,000 after buying an additional 1,865,297 shares in the last quarter. Amundi grew its holdings in Salesforce by 26.2% during the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after acquiring an additional 1,612,413 shares during the last quarter. Finally, Schroder Investment Management Group increased its position 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 valued at $1,072,202,000 after acquiring an additional 1,234,969 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large U.S. Army contract — Salesforce’s national‑security subsidiary, Computable Insights, landed a potential $5.6 billion, 10‑year IDIQ award to support Army AI/data analytics and modernization efforts; this is a material multi‑year revenue and credibility win for Missionforce National Security. U.S. Army Awards Salesforce $5.6B Contract
• Positive Sentiment: Deepens government & emergency response footprint — reporting shows Salesforce expanding defense and wildfire roles via long‑horizon AI deals, reinforcing recurring government revenue opportunities and cross‑sell potential for its AI CRM stack. Salesforce Deepens Defense And Wildfire Roles With Long Horizon AI Deals
• Positive Sentiment: Broad positive coverage — several outlets note multi‑front gains for Salesforce (contract news, AI momentum, analyst optimism), which supports short‑term buying interest. Salesforce (CRM) gained on several fronts
• Neutral Sentiment: Macro/IT spending backdrop steady — Barclays says macro and IT spending remain stable, which reduces recession fear for enterprise software demand but is not an immediate catalyst. Barclays: macro and IT spending remain stable
• Neutral Sentiment: Analyst/compare pieces highlight AI & margin progress vs peers — some analysts favor CRM over peers like ADBE based on AI/Agentforce momentum; useful for medium‑term thesis but not an immediate price mover. CRM vs. ADBE: Which Enterprise Software Stock Is the Better Buy?
• Neutral Sentiment: Inducement RSU grants after acquisitions — Salesforce granted ~139,574 restricted stock units to new employees from recent acquisitions; routine for integration but a small dilution note to monitor. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees
• Negative Sentiment: Short‑term price weakness & big recent drawdown — technical/forecast pieces point out a ~14% monthly decline and a ~34% YTD/1‑year drop, signaling investor skepticism and heavier downside risk if sentiment reverses. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026–2030
• Negative Sentiment: Technical warning signals — several analysts/charts flag “triple red” price trends and chart patterns that could limit upside despite the Army deal, prompting profit‑taking by technical traders. CRM Stock Is Flashing A Warning Signal

Insider Buying and Selling

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares in the company, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Parker Harris sold 134,662 shares of the stock in a transaction 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 sale, the insider directly owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This represents a 49.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 140,927 shares of company stock worth $33,146,979 over the last ninety days. Insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

CRM has been the topic of a number of research reports. Mizuho set a $340.00 target price on shares of Salesforce in a research report on Wednesday, December 10th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Wolfe Research restated an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. Finally, Guggenheim reaffirmed a “neutral” rating on shares of Salesforce in a research note 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 assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $324.51.

Salesforce Stock Down 0.4%

Shares of Salesforce stock opened at $228.58 on Wednesday. Salesforce Inc. has a 12 month low of $218.96 and a 12 month high of $367.09. The business has a fifty day simple moving average of $247.29 and a 200 day simple moving average of $248.23. 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 stock has a market cap of $214.18 billion, a PE ratio of 30.52, a price-to-earnings-growth ratio of 1.71 and a beta of 1.26.

Salesforce (NYSE:CRM) last posted its 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. 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 analyst estimates of $10.27 billion. During the same period in the previous year, the company earned $2.41 EPS. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The company also recently declared 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 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

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.