Brady Family Wealth LLC Reduces Stock Holdings in Salesforce Inc. $CRM

Brady Family Wealth LLC trimmed its stake in Salesforce Inc. (NYSE:CRM) by 15.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,524 shares of the CRM provider’s stock after selling 2,644 shares during the period. Brady Family Wealth LLC’s holdings in Salesforce were worth $3,442,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CRM. Vanguard Group Inc. grew its holdings in shares of Salesforce by 1.0% during the second quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock worth $24,221,275,000 after purchasing an additional 909,853 shares during the last quarter. State Street Corp grew its stake in Salesforce by 1.6% during the 2nd quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after buying an additional 776,300 shares during the last quarter. Geode Capital Management LLC increased its position in Salesforce by 0.6% during the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock worth $5,669,224,000 after buying an additional 114,504 shares during the period. Norges Bank purchased a new stake in Salesforce in the second quarter valued at approximately $2,826,049,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Salesforce by 6.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,258,518 shares of the CRM provider’s stock valued at $2,484,616,000 after acquiring an additional 600,386 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Mizuho set a $340.00 price target on shares of Salesforce in a research report on Wednesday, December 10th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Salesforce in a research note on Monday. Northland Capmk lowered Salesforce from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 14th. Wall Street Zen raised Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. Finally, Evercore ISI lowered their target price on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $326.68.

Salesforce Stock Performance

NYSE CRM opened at $259.64 on Friday. The stock has a market capitalization of $243.29 billion, a price-to-earnings ratio of 34.67, a PEG ratio of 1.92 and a beta of 1.25. The business’s 50 day moving average is $246.94 and its two-hundred day moving average is $251.84. Salesforce Inc. has a 12-month low of $221.96 and a 12-month high of $367.09. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14.

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 analysts’ consensus estimates of $2.86 by $0.39. The firm had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th will be issued a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Insider Activity at Salesforce

In related news, Director G Mason Morfit bought 96,000 shares of the 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 transaction, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This represents a 3.31% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David Blair Kirk purchased 1,936 shares of Salesforce stock in a transaction dated Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the transaction, the director owned 10,677 shares in the company, 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. Insiders have sold 173,034 shares of company stock worth $41,097,367 over the last three months. 3.00% of the stock is currently owned by company insiders.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Director David Blair Kirk bought 1,936 shares (22% increase to his stake), signaling insider confidence in the company’s outlook; insider purchases often reassure investors about management’s view of valuation and prospects. Read More.
• Positive Sentiment: JPMorgan argues the market is underestimating Salesforce’s AI opportunity — calling CRM “priced like a value stock” while AI-driven monetization ramps, which supports the thesis for re-rating if AI revenue acceleration materializes. Read More.
• Positive Sentiment: Salesforce agreed to acquire AI marketing firm Qualified, expanding its agentic/AI marketing stack and potentially creating cross-sell and product monetization opportunities within Marketing Cloud and Agentforce. Strategic tuck-ins can accelerate ARR and AI feature adoption. Read More.
• Positive Sentiment: BTIG initiated coverage with a Buy and $335 target (roughly ~29% upside from current levels), adding upward analyst momentum and providing buy-side validation for CRM’s AI-led rebound thesis. Read More.
• Neutral Sentiment: Salesforce remains a focus on market watchlists (Zacks note) and broader software sector recaps benchmark CRM performance; attention can boost liquidity but doesn’t change fundamentals immediately. Read More.
• Neutral Sentiment: MarketBeat/others note Salesforce’s recent EPS beat and guidance pointing to 2026 acceleration; that underpins the bullish narrative but is already partly reflected in sentiment and analyst revisions. Read More.
• Negative Sentiment: Morgan Stanley reduced its price target on CRM, a reminder that some sell-side desks remain cautious on near-term multiples and execution risk — this can temper rallies and add upside resistance until proofs of AI monetization appear. Read More.

Salesforce 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.