Salesforce Inc. $CRM Shares Bought by Alberta Investment Management Corp

Alberta Investment Management Corp grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 75.7% during the third quarter, Holdings Channel reports. The firm owned 84,500 shares of the CRM provider’s stock after purchasing an additional 36,400 shares during the quarter. Alberta Investment Management Corp’s holdings in Salesforce were worth $20,026,000 at the end of the most recent quarter.

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

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: New partner integrations with Salesforce expand go‑to‑market and reinforce AppExchange monetization (AcuityMD launched an AcuityMD app on the Salesforce AppExchange). AcuityMD for Salesforce Announcement
• Positive Sentiment: Asymbl expanded collaboration aims to boost Salesforce’s AI workforce orchestration capabilities — incremental product wins that support long‑term AI positioning. Asymbl Collaboration
• Positive Sentiment: Some sell‑side support remains: BTIG kept a Buy rating despite lowering its target (shows split analyst views and pockets of conviction). BTIG Research Note
• Neutral Sentiment: Wells Fargo cut its price target (from $265 to $235) and moved to Equal Weight — a downgrade in upside but not a bearish stance. Wells Fargo Note
• Neutral Sentiment: Citigroup trimmed its target sharply to $197 and set a Neutral rating — lowers analyst support and narrows upside from current levels. Citigroup Note
• Neutral Sentiment: RBC issued a Hold, reflecting more cautious near‑term sentiment from another major shop. RBC Hold
• Neutral Sentiment: UBS checks show an uptick in Agentforce but “muted” core growth — mixed operational signals ahead of earnings. UBS Checks
• Negative Sentiment: Mizuho issued a pessimistic forecast and lowered expectations, adding to the negative analyst momentum that’s pressuring the share price. Mizuho Forecast
• Negative Sentiment: Multiple downgrades and price‑target cuts triggered near‑term selling (reports note the stock trading down after an analyst downgrade). Analyst Downgrade / Trading Reaction
• Negative Sentiment: Broader AI‑sized SaaS fears and sector volatility (the “SaaSpocalypse” narrative) continue to pressure enterprise software multiples and weigh on CRM sentiment. Sector AI Fears

Insider Buying and Selling at Salesforce

In other Salesforce news, Director G Mason Morfit acquired 96,000 shares of the company’s stock in a transaction on Friday, December 5th. The shares were bought at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the purchase, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. This trade represents a 3.31% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. 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, with a total value of $500,727.04. Following the purchase, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.00% of the company’s stock.

Salesforce Trading Up 2.0%

NYSE CRM opened at $187.89 on Thursday. The firm’s fifty day moving average price is $233.77 and its 200 day moving average price is $240.98. Salesforce Inc. has a 12 month low of $180.24 and a 12 month high of $329.74. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The company has a market capitalization of $176.05 billion, a price-to-earnings ratio of 25.09, a price-to-earnings-growth ratio of 1.26 and a beta of 1.27.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating 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 company had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter in the prior year, the firm posted $2.41 earnings per share. Salesforce’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, sell-side analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The firm 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. 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 dividend payout ratio (DPR) is 22.16%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on CRM shares. 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. Macquarie Infrastructure raised their target price on shares of Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a report on Thursday, December 4th. Wells Fargo & Company lowered their price target on shares of Salesforce from $265.00 to $235.00 and set an “equal weight” rating for the company in a report on Wednesday. BTIG Research dropped their price objective on shares of Salesforce from $335.00 to $260.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Robert W. Baird reduced their price objective on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.00.

About Salesforce

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.