Salesforce (NYSE:CRM) Director Neelie Kroes Sells 3,893 Shares

Salesforce Inc. (NYSE:CRM) Director Neelie Kroes sold 3,893 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Salesforce Trading Down 2.6%

CRM traded down $6.27 during trading on Thursday, reaching $233.30. 11,482,281 shares of the stock traded hands, compared to its average volume of 5,981,293. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock’s 50-day moving average is $249.74 and its 200 day moving average is $251.04. Salesforce Inc. has a 12 month low of $221.96 and a 12 month high of $367.09. The stock has a market capitalization of $218.60 billion, a PE ratio of 31.15, a P/E/G ratio of 1.79 and a beta of 1.26.

Salesforce (NYSE:CRM) last announced its quarterly earnings data 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. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the business earned $2.41 EPS. 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. Equities analysts anticipate 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 was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were given a dividend of $0.416 per share. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Hedge Funds Weigh In On Salesforce

Several hedge funds have recently modified their holdings of the company. Capital Advisors Inc. OK purchased a new stake in shares of Salesforce during the fourth quarter valued at approximately $617,000. Cohen Investment Advisors LLC increased its position in shares of Salesforce by 3.6% during the 4th quarter. Cohen Investment Advisors LLC now owns 13,400 shares of the CRM provider’s stock valued at $3,550,000 after purchasing an additional 460 shares during the last quarter. Warwick Investment Management Inc. bought a new stake in shares of Salesforce during the 4th quarter worth $224,000. Founders Capital Management purchased a new position in shares of Salesforce in the 4th quarter worth about $63,000. Finally, Lodestone Wealth Management LLC bought a new position in Salesforce during the fourth quarter valued at about $82,000. Institutional investors own 80.43% of the company’s stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy and $330 price target, giving institutional validation to Salesforce’s recovery/story and supporting upside vs. current levels. Goldman Sachs Assumes Coverage of Salesforce (CRM) Stock
• Positive Sentiment: Salesforce is pushing Agentforce (agentic AI) into marquee use cases — World Economic Forum will use an Agentforce-powered assistant at Davos, raising visibility and enterprise validation for the platform. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: New commercial partnerships are expanding Agentforce’s addressable market — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, strengthening healthcare go‑to‑market and use-case monetization. Viz.ai and Salesforce Collaborate to Transform Pharma Engagement
• Positive Sentiment: Product progress: Slackbot revamp is generally available and other Agentforce commentary from analysts/covering outlets highlight potential medium‑term revenue acceleration if adoption scales. Salesforce makes revamped Slackbot generally available
• Neutral Sentiment: Analyst and investor write-ups (Seeking Alpha, Zacks) argue CRM’s long‑term growth profile and discounted cash‑flow multiples remain attractive — supportive longer‑term but not a trigger for near‑term moves. Salesforce: Cheap 14x FCF Multiple And Agentforce Acceleration
• Neutral Sentiment: Market‑level indicators show mixed signals (S&P futures/enterprise software momentum pieces) — macro/sector flows remain an important short‑term force. Salesforce (NYSE:CRM) S&P Futures Signal Enterprise Software Momentum
• Negative Sentiment: Unusually heavy put buying: traders purchased ~157k put contracts today (well above average), a clear short‑term bearish signal and likely contributor to the intraday selloff as hedging and directional bets ramp up.
• Negative Sentiment: Sector fears about agentic AI cannibalizing SaaS license revenue (Claude Code headlines) are pressuring CRM names; analysts and market pieces argue agentic agents could reduce demand for high‑margin human‑driven services. Why Salesforce stock is already down 10% this year
• Negative Sentiment: Multiple media pieces question whether the pullback makes CRM a bargain or a value trap and show the stock lagging other AI/software names — sentiment and headline risk are keeping selling pressure elevated. Salesforce stock has imploded: Is it a bargain or a value trap? Salesforce lags in 2026 as software stocks react to AI concerns

Wall Street Analysts Forecast Growth

A number of research firms have commented on CRM. Stifel Nicolaus reduced their price target on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, October 9th. Wedbush restated an “outperform” rating and issued a $375.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Citizens Jmp reaffirmed a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a research note on Tuesday, December 2nd. Oppenheimer reduced their price objective on Salesforce from $315.00 to $300.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Finally, Morgan Stanley lowered their target price on Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $326.50.

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.