Salesforce Inc. $CRM Shares Sold by TD Private Client Wealth LLC

TD Private Client Wealth LLC lowered its holdings in Salesforce Inc. (NYSE:CRM) by 59.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,941 shares of the CRM provider’s stock after selling 14,738 shares during the period. TD Private Client Wealth LLC’s holdings in Salesforce were worth $2,356,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in CRM. Painted Porch Advisors LLC lifted its stake in shares of Salesforce by 260.0% during the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after purchasing an additional 65 shares in the last quarter. Marquette Asset Management LLC purchased a new stake in shares of Salesforce during the third quarter valued at approximately $26,000. Evolution Wealth Management Inc. acquired a new stake in Salesforce during the 2nd quarter valued at $27,000. Maseco LLP purchased a new stake in Salesforce during the 2nd quarter worth $34,000. Finally, Quaker Wealth Management LLC increased its stake in Salesforce by 208.6% during the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after buying an additional 242 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling

In related news, CEO Marc Benioff sold 122 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total transaction of $31,598.00. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at $3,085,096,889. The trade was a 0.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director David Blair Kirk bought 1,936 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the transaction, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders sold 150,534 shares of company stock worth $35,636,954. Company insiders own 3.00% of the company’s stock.

Salesforce Stock Performance

Salesforce stock opened at $239.47 on Thursday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. Salesforce Inc. has a 12 month low of $221.96 and a 12 month high of $367.09. The company has a fifty day moving average price of $249.74 and a two-hundred day moving average price of $251.04. The company has a market cap of $224.38 billion, a PE ratio of 31.97, a P/E/G ratio of 1.80 and a beta of 1.26.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $10.27 billion. During the same period in the prior year, the company earned $2.41 earnings per share. The firm’s revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

The business also recently declared 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. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. JMP Securities restated a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a research note on Friday, October 17th. The Goldman Sachs Group initiated coverage on Salesforce in a research note on Monday. They set a “buy” rating and a $330.00 price objective for the company. Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Guggenheim reissued a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Northland Securities lifted their price target on shares of Salesforce from $264.00 to $267.00 and gave the stock a “market perform” rating in a research note on Thursday, December 4th. One 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $326.50.

Salesforce News Roundup

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?

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.