Retirement Planning Group LLC Purchases New Stake in Salesforce Inc. $CRM

Retirement Planning Group LLC purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 3,087 shares of the CRM provider’s stock, valued at approximately $732,000.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC lifted its position in Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares in the last quarter. Fiduciary Alliance LLC purchased a new position in Salesforce in the 2nd quarter worth approximately $684,000. Finally, Balefire LLC acquired a new stake in Salesforce in the second quarter valued at approximately $359,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director G Mason Morfit purchased 96,000 shares of Salesforce stock in a transaction dated 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 transaction, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. This represents a 3.31% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired 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 in the company, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold 150,534 shares of company stock worth $35,636,954 in the last ninety days. 3.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Mizuho set a $340.00 target price on shares of Salesforce in a research report on Wednesday, December 10th. Sanford C. Bernstein reiterated an “underperform” rating on shares of Salesforce in a report on Thursday, December 4th. Arete Research upgraded Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Stifel Nicolaus dropped their target price on Salesforce from $325.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, October 9th. Finally, JMP Securities reiterated a “market outperform” rating and issued a $430.00 price target on shares of Salesforce in a research note on Friday, October 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $326.50.

Salesforce Stock Performance

Shares of CRM stock opened at $239.47 on Thursday. The stock has a market capitalization of $224.38 billion, a price-to-earnings ratio of 31.97, a PEG ratio of 1.80 and a beta of 1.26. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The company’s 50-day simple moving average is $249.74 and its 200-day simple moving average is $251.04. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 14.41% and a net margin of 17.91%.Salesforce’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the company earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is currently 22.16%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy and a $330 price target — a high?profile analyst start that supports upside from current levels and may attract momentum buyers. Goldman Sachs Assumes Coverage of Salesforce (CRM) Stock
• Positive Sentiment: Salesforce launched its revamped Slackbot (general availability) — an Agentforce/Slack integration powered by Anthropic that could drive product differentiation, higher ARPU and enterprise upsells if adoption scales. Salesforce releases updated Slackbot powered by Anthropic’s AI model
• Positive Sentiment: Partner ecosystem strength: Coastal (a Salesforce/AI consultancy) was acquired by Tata Consultancy Services (TCS), potentially expanding global implementation capacity for Salesforce-led transformations. That can help enterprise deal flow over time. Coastal Joins Tata Consultancy Services (TCS) to Accelerate Salesforce-Led Transformation at Global Scale
• Neutral Sentiment: Analyst and media bullish narratives (Zacks, MarketBeat, Forbes, Seeking Alpha) highlight long?term AI/cross?cloud opportunity and argue the stock is undervalued — supportive for sentiment but not an immediate earnings catalyst. Why Salesforce.com (CRM) is a Top Growth Stock for the Long-Term
• Negative Sentiment: Short?term selling pressure is driven by concerns over slowing revenue growth and investor debate on AI monetization; commentary and headlines flag a pullback in shares and caution on near?term execution. Why Salesforce (CRM) shares are plunging today
• Negative Sentiment: Growth is cooling to single digits in places, so the market is watching whether initiatives like Data 360 and Agentforce convert into materially higher?value contracts soon enough to reaccelerate revenue. Can Salesforce’s Data 360 Push Drive Its Next Phase of Sales Growth?

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.