Meitav Investment House Ltd. Has $52.75 Million Stake in Salesforce Inc. $CRM

Meitav Investment House Ltd. grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 6.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 222,741 shares of the CRM provider’s stock after purchasing an additional 13,700 shares during the period. Meitav Investment House Ltd.’s holdings in Salesforce were worth $52,752,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CRM. Norges Bank acquired a new position in Salesforce in the 2nd quarter valued at $2,826,049,000. Laurel Wealth Advisors LLC increased its position in shares of Salesforce by 27,361.5% in the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after purchasing an additional 3,411,700 shares during the period. Acadian Asset Management LLC raised its stake in Salesforce by 1,729.6% in the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after purchasing an additional 1,865,297 shares in the last quarter. Amundi grew its stake in Salesforce by 26.2% during the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after buying an additional 1,612,413 shares in the last quarter. Finally, Schroder Investment Management Group increased its holdings in Salesforce by 45.8% in the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock valued at $1,072,202,000 after buying an additional 1,234,969 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Salesforce

In related news, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the transaction, the insider directly owned 139,767 shares of the company’s stock, valued at $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction 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 directly owned 10,677 shares in the company, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold 152,177 shares of company stock valued at $36,015,774 over the last ninety days. Insiders own 3.00% of the company’s stock.

Salesforce Stock Down 2.8%

Shares of NYSE CRM opened at $227.10 on Friday. The company has a 50 day simple moving average of $249.36 and a 200 day simple moving average of $250.45. 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 1 year low of $221.96 and a 1 year high of $367.09. The firm has a market cap of $212.79 billion, a PE ratio of 30.32, a price-to-earnings-growth ratio of 1.69 and a beta of 1.26.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) 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 analysts’ expectations of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company’s revenue was up 9.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, research analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid a $0.416 dividend. 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 is presently 22.16%.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

Analyst Ratings Changes

A number of brokerages recently issued reports on CRM. Barclays lifted their price objective on shares of Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Northland Capmk lowered Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 14th. Cowen restated a “buy” rating on shares of Salesforce in a research report on Thursday, December 4th. Sanford C. Bernstein reiterated an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Truist Financial dropped their target price on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned 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 stock presently has an average rating of “Moderate Buy” and an average price target of $324.51.

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.