Salesforce Inc. $CRM Shares Sold by Lbp Am Sa

Lbp Am Sa lessened its holdings in shares of Salesforce Inc. (NYSE:CRM) by 3.3% in the 3rd quarter, HoldingsChannel reports. The firm owned 201,377 shares of the CRM provider’s stock after selling 6,843 shares during the quarter. Lbp Am Sa’s holdings in Salesforce were worth $47,726,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CRM. Norges Bank purchased a new position in shares of Salesforce during the 2nd quarter valued at approximately $2,826,049,000. Laurel Wealth Advisors LLC boosted its stake in shares of Salesforce by 27,361.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after acquiring an additional 3,411,700 shares in the last quarter. Acadian Asset Management LLC raised its holdings in Salesforce by 1,729.6% in the 2nd 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 during the period. Amundi boosted its position 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 purchasing an additional 1,612,413 shares in the last quarter. Finally, Schroder Investment Management Group raised its stake in shares of Salesforce by 45.8% during the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock worth $1,072,202,000 after buying an additional 1,234,969 shares during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

Insider Transactions at Salesforce

In other news, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction dated 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 143,177 shares of company stock worth $33,714,069. Insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on CRM shares. Macquarie upped their price objective on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research report on Thursday, December 4th. Sanford C. Bernstein restated an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Mizuho set a $340.00 price target on Salesforce in a research note on Wednesday, December 10th. Barclays increased their price objective on Salesforce from $330.00 to $338.00 and gave the company an “overweight” rating in a research note on Monday, January 12th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $324.51.

Salesforce Trading Down 0.0%

Shares of Salesforce stock opened at $228.02 on Monday. Salesforce Inc. has a fifty-two week low of $218.96 and a fifty-two week high of $367.09. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. The firm has a market capitalization of $213.65 billion, a price-to-earnings ratio of 30.44, a PEG ratio of 1.70 and a beta of 1.26. The stock has a 50 day moving average of $247.54 and a 200 day moving average of $248.68.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating the consensus estimate of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter last year, the firm earned $2.41 EPS. The firm’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, research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

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

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.