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

J. Safra Sarasin Holding AG trimmed its holdings in shares of Salesforce Inc. (NYSE:CRM) by 77.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund 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 quarter.

Other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Salesforce in the 2nd quarter valued at approximately $2,826,049,000. Laurel Wealth Advisors LLC grew its holdings in Salesforce by 27,361.5% during 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 purchasing an additional 3,411,700 shares during the last quarter. Acadian Asset Management LLC raised its position in shares of Salesforce by 1,729.6% in the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after purchasing an additional 1,865,297 shares during the period. Amundi lifted its stake in shares of Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after buying an additional 1,612,413 shares during the last quarter. Finally, Schroder Investment Management Group boosted its holdings in shares of Salesforce by 45.8% during the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after buying an additional 1,234,969 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

CRM has been the topic of a number of research analyst reports. Arete Research upgraded shares of Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Citigroup downgraded Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. BTIG Research initiated coverage on Salesforce in a research note on Tuesday, December 16th. They set a “buy” rating and a $335.00 target price for the company. Finally, Northland Securities raised their target price on Salesforce from $264.00 to $267.00 and gave the company a “market perform” rating in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $324.51.

Insider Activity at Salesforce

In related news, Director David Blair Kirk acquired 1,936 shares of the stock in a transaction dated Wednesday, December 17th. The shares were bought at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, 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 acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The stock was bought at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the purchase, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders sold 140,927 shares of company stock valued at $33,146,979. Corporate insiders own 3.00% of the company’s stock.

Salesforce Stock Performance

Shares of NYSE CRM opened at $228.58 on Wednesday. The firm has a market capitalization of $214.18 billion, a price-to-earnings ratio of 30.52, a PEG ratio of 1.71 and a beta of 1.26. Salesforce Inc. has a one year low of $218.96 and a one year 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 current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last announced its quarterly earnings results 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. The firm had revenue of $10.26 billion for 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 business’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Sell-side analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were paid 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 yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Key Headlines Impacting Salesforce

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

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.