Tokio Marine Asset Management Co. Ltd. Decreases Stock Holdings in Salesforce Inc. $CRM

Tokio Marine Asset Management Co. Ltd. lessened its holdings in Salesforce Inc. (NYSE:CRM) by 7.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 96,222 shares of the CRM provider’s stock after selling 7,876 shares during the quarter. Salesforce makes up approximately 0.8% of Tokio Marine Asset Management Co. Ltd.’s holdings, making the stock its 22nd largest position. Tokio Marine Asset Management Co. Ltd.’s holdings in Salesforce were worth $22,805,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Painted Porch Advisors LLC lifted its stake in 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 during the last quarter. Marquette Asset Management LLC purchased a new stake in shares of Salesforce during the 3rd quarter worth approximately $26,000. Evolution Wealth Management Inc. acquired a new position in shares of Salesforce in the 2nd quarter valued at $27,000. Christopher J. Hasenberg Inc grew its position in shares of Salesforce by 383.3% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after buying an additional 92 shares during the last quarter. Finally, Maseco LLP acquired a new stake in Salesforce during the 2nd quarter worth $34,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction on Friday, October 31st. The stock was sold at an average price of $258.20, for a total transaction of $580,950.00. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,075,567,632.20. This trade represents a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the completion of the transaction, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. This represents a 49.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 152,784 shares of company stock worth $36,173,287 over the last 90 days. 3.00% of the stock is currently owned by corporate insiders.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MarketBeat highlighted five reasons to buy-and-hold CRM for 2026, arguing Salesforce has an attractive AI/cloud runway that could make it a top trade this year. MarketBeat: Five reasons to buy-and-hold CRM
• Positive Sentiment: The Motley Fool and 247WallStreet pieces both profile Salesforce as underappreciated on AI upside — suggesting the market hasn’t fully priced in its “agentic AI” roadmap or potential enterprise expansion. These narratives support a longer-term bullish case. Fool: Should you forget Palantir and buy these 2 tech stocks? 247WallSt: 2 Stocks That Don’t Have Enough AI Priced In
• Positive Sentiment: Analyst consensus remains constructive — AmericanBankingNews reports an average recommendation of “Moderate Buy.” That supports investor confidence despite recent weakness. Salesforce receives average recommendation of “Moderate Buy”
• Neutral Sentiment: Jim Cramer has Salesforce on his radar, drawing attention to the company amid sector turmoil; coverage like this can add visibility but is not a direct catalyst. Jim Cramer Discusses Salesforce (CRM)’s Business
• Neutral Sentiment: The Globe and Mail highlighted a Zacks feature that mentions Salesforce alongside Adobe as notable ideas — more media/analyst attention that reinforces the stock’s profile. Zacks Investment Ideas feature highlights: Adobe and Salesforce
• Negative Sentiment: Yahoo Finance flags that Salesforce’s AI revenue base is still small and that rising API costs could pressure margins — that raises the risk that the company’s margin story may be weaker than investors expect. Did Salesforce’s Small AI Revenue Base and Higher API Costs Just Recast Its Margin Story?
• Negative Sentiment: Zacks and other outlets emphasize CRM’s ~18–20% drop over the past year — headline pieces questioning whether the stock is still a hold add selling pressure and keep sentiment cautious. Salesforce Plunges 20% in a Year
• Negative Sentiment: Short news blurbs (MSN/headlines) noting that CRM is sinking while broader markets gain amplify the perception of underperformance versus peers. Salesforce.com (CRM) stock sinks as market gains

Analysts Set New Price Targets

CRM has been the subject of several research analyst reports. Barclays upped their price objective on shares of Salesforce from $316.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. UBS Group reaffirmed a “neutral” rating and set a $260.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Citigroup lowered shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 5th. Finally, Northland Capmk cut Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 14th. One 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’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $327.74.

Salesforce Trading Down 0.2%

Shares of CRM stock opened at $260.03 on Monday. Salesforce Inc. has a 1-year low of $221.96 and a 1-year high of $367.09. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The business’s fifty day moving average price is $250.32 and its 200 day moving average price is $251.43. The firm has a market capitalization of $243.65 billion, a PE ratio of 34.72, a P/E/G ratio of 1.94 and a beta of 1.26.

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, 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 business 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 posted $2.41 EPS. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were paid a $0.416 dividend. This represents a $1.66 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

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.