Salesforce Inc. $CRM Shares Bought by Louisbourg Investments Inc.

Louisbourg Investments Inc. lifted its stake in shares of Salesforce Inc. (NYSE:CRM) by 26.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,802 shares of the CRM provider’s stock after purchasing an additional 7,645 shares during the quarter. Salesforce comprises about 1.7% of Louisbourg Investments Inc.’s investment portfolio, making the stock its 12th largest holding. Louisbourg Investments Inc.’s holdings in Salesforce were worth $8,722,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Salesforce during the 2nd quarter worth about $2,826,049,000. Laurel Wealth Advisors LLC increased its stake in shares of 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 acquiring an additional 3,411,700 shares during the period. Acadian Asset Management LLC raised its holdings in Salesforce by 1,729.6% during the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock worth $538,020,000 after purchasing an additional 1,865,297 shares in the last quarter. Longview Partners Guernsey LTD acquired a new stake in Salesforce in the first quarter worth approximately $467,944,000. Finally, Amundi boosted its stake in Salesforce by 26.2% during the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after purchasing an additional 1,612,413 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Mizuho set a $340.00 price objective on Salesforce in a research note on Wednesday, December 10th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $250.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Bank of America cut their price target on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a report on Monday, November 17th. Northland Securities lifted their price objective 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. Finally, Piper Sandler reiterated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $326.68.

Salesforce Stock Performance

Shares of CRM opened at $259.64 on Friday. The company has a 50-day moving average of $246.94 and a two-hundred day moving average of $251.84. The stock has a market cap 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 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 one year low of $221.96 and a one year high of $367.09.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. The business 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 firm’s revenue was up 9.1% compared to the same quarter last year. During the same quarter 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. On average, equities research analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

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

Insider Activity at Salesforce

In related news, Director G Mason Morfit purchased 96,000 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were acquired at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the purchase, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. The trade was a 3.31% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 have sold 173,034 shares of company stock worth $41,097,367 in the last quarter. 3.00% of the stock is owned by corporate 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 Company 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.