Salesforce Inc. $CRM Holdings Lifted by PFG Investments LLC

PFG Investments LLC grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 56.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 12,540 shares of the CRM provider’s stock after purchasing an additional 4,511 shares during the quarter. PFG Investments LLC’s holdings in Salesforce were worth $2,972,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Marquette Asset Management LLC bought a new stake in Salesforce during the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. bought a new stake in shares of Salesforce during the second quarter valued at about $27,000. Quaker Wealth Management LLC lifted its holdings in Salesforce by 208.6% in the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after purchasing an additional 242 shares during the period. Spurstone Advisory Services LLC bought a new position in Salesforce in the 2nd quarter valued at about $34,000. Finally, Country Trust Bank increased its stake in Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director G Mason Morfit bought 96,000 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was bought at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the purchase, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This represents a 3.31% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction that occurred on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the transaction, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 145,427 shares of company stock valued at $34,290,361 over the last ninety days. Insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a research note on Thursday, December 4th. DA Davidson boosted their target price on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Morgan Stanley decreased their price target on Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research note on Tuesday, December 9th. Arete Research raised Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, Canaccord Genuity Group reaffirmed a “buy” rating and set a $300.00 target price on shares of Salesforce in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce Stock Performance

Salesforce stock opened at $228.02 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. The company has a market cap of $213.65 billion, a P/E ratio of 30.44, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26. Salesforce Inc. has a fifty-two week low of $218.96 and a fifty-two week high of $367.09. The firm’s 50 day simple moving average is $247.54 and its 200-day simple moving average is $249.01.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates 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 net margin of 17.91% and a return on equity of 14.41%. The company’s revenue was up 9.1% on a year-over-year basis. During the same quarter last year, the business posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, equities research analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were issued 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 0.7%. Salesforce’s dividend payout ratio is currently 22.16%.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

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.