Zions Bancorporation National Association UT Has $4.54 Million Position in Salesforce Inc. $CRM

Zions Bancorporation National Association UT decreased its position in shares of Salesforce Inc. (NYSE:CRM) by 33.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,134 shares of the CRM provider’s stock after selling 9,622 shares during the period. Zions Bancorporation National Association UT’s holdings in Salesforce were worth $4,535,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new position in shares of Salesforce in the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. acquired a new stake in Salesforce in the second quarter valued at about $27,000. Quaker Wealth Management LLC grew its position in Salesforce by 208.6% in the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after acquiring an additional 242 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in Salesforce during the second quarter worth about $34,000. Finally, Country Trust Bank lifted its holdings in shares of Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after acquiring an additional 112 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Salesforce

In other Salesforce news, Director David Blair Kirk bought 1,936 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was purchased 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 of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction 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. This represents a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Options market activity shows elevated bullish positioning into the company’s FQ4 earnings, suggesting traders expect an upside surprise or are hedging for volatility. What the Options Market Tells Us About Salesforce
• Positive Sentiment: Wall Street analysts are broadly constructive ahead of FQ4 2026, which supports short-term momentum and helps explain buying interest. Wall Street bullish on Salesforce (CRM) ahead of its FQ4 2026 earnings
• Positive Sentiment: Several retail/investor pieces argue the recent pullback is a buying opportunity—some investors and commentators (including a Seeking Alpha author) are actively buying the “Salesforce crash,” which can amplify demand on dips. SaaSpocalypse: Why I’m Buying The Salesforce Crash
• Positive Sentiment: Long-term bullish takes (e.g., 247WallStreet) list CRM as a top tech holding for a multi-year horizon, reinforcing buy-and-hold narratives for value/growth investors. What Is One of the Best Tech Stocks to Hold for the Next 10 Years?
• Positive Sentiment: Zacks highlights CRM as a top-ranked value stock on style scores, which can attract value-oriented flows after the pullback. Salesforce.com (CRM) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: New entrants are launching AI-native layers to run GTM workflows on top of any CRM—this is an emerging competitive/partner dynamic that could both pressure fees and spur integrations; impact is uncertain. Aurasell Launches World’s First AI-Native OS to Run Intelligent GTM Workflows on Any CRM
• Neutral Sentiment: Coverage pieces and analyst-roundup articles are dissecting whether Wall Street optimism is priced in; these pieces mostly reiterate mixed views and won’t move the stock unless they include rating changes. Analysts stay constructive on Salesforce (CRM) despite sector weakness
• Neutral Sentiment: Broad analysis on AI-driven ETF weakness asks whether the panic is overblown; this macro debate will influence sector multiples but is not specific to CRM’s near-term operations. AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?
• Negative Sentiment: Company-level cost and leadership changes tied to its AI push were reported alongside commentary that CRM returns are weak—workforce and leadership reshaping can signal execution risk and near-term disruption. Salesforce Reshapes Workforce And Leadership As AI Push Meets Weak CRM Returns
• Negative Sentiment: Coverage explaining why CRM has recently fallen notes sector-driven selling, multiple compression, and profit-taking—these are the same dynamics that can keep upside capped until catalysts arrive. Here’s Why Salesforce.com (CRM) Fell More Than Broader Market
• Negative Sentiment: Sector-level rout in software (ETF down sharply) driven by fears of AI replacing software workloads remains a headwind; broader sentiment could keep CRM under pressure even if fundamentals hold. 3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout

Salesforce Trading Up 2.2%

Shares of CRM stock opened at $189.58 on Monday. The stock has a 50-day moving average of $238.22 and a 200-day moving average of $242.31. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market cap of $177.63 billion, a price-to-earnings ratio of 25.31, a PEG ratio of 1.29 and a beta of 1.27. Salesforce Inc. has a 1-year low of $180.24 and a 1-year high of $329.74.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. The business 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%. The business’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, equities research analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

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

Analyst Ratings Changes

CRM has been the topic of several research reports. Canaccord Genuity Group reaffirmed a “buy” rating and set a $300.00 price target on shares of Salesforce in a report on Thursday, December 4th. The Goldman Sachs Group initiated coverage on shares of Salesforce in a report on Monday, January 12th. They set a “buy” rating and a $330.00 price target for the company. Robert W. Baird cut their price objective on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Macquarie Infrastructure upped their target price on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Finally, Oppenheimer cut their price target on Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and a consensus target price of $323.57.

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.