Salesforce Inc. $CRM Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC reduced its position in Salesforce Inc. (NYSE:CRM) by 6.5% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 106,258 shares of the CRM provider’s stock after selling 7,348 shares during the quarter. Mutual of America Capital Management LLC’s holdings in Salesforce were worth $25,183,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. purchased a new stake in shares of Salesforce during the 2nd quarter worth about $27,000. Marquette Asset Management LLC purchased a new stake in Salesforce in the 3rd quarter worth $26,000. Spurstone Advisory Services LLC acquired a new position in Salesforce during the second quarter worth $34,000. Quaker Wealth Management LLC grew its position in shares of Salesforce by 208.6% in the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after purchasing an additional 242 shares during the period. Finally, Country Trust Bank increased its stake in shares of Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Headlines Impacting Salesforce

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 Activity

In related news, CEO Marc Benioff sold 122 shares of the stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total value of $31,598.00. Following the completion of the transaction, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. This represents a 0.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director David Blair Kirk purchased 1,936 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of 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 ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have sold 143,177 shares of company stock worth $33,714,069. 3.00% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on CRM shares. Citigroup lowered shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 5th. Wedbush restated an “outperform” rating and issued a $375.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Guggenheim reaffirmed a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Finally, Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a report on Friday, November 28th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce Stock Down 0.0%

Shares of CRM opened at $228.02 on Monday. Salesforce Inc. has a 52-week low of $218.96 and a 52-week high of $367.09. 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 has a fifty day simple moving average of $247.54 and a two-hundred day simple moving average of $248.68. The company has a market capitalization of $213.65 billion, a PE ratio of 30.44, a price-to-earnings-growth ratio of 1.70 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 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 analyst estimates of $10.27 billion. During the same quarter in the prior year, the firm posted $2.41 earnings per share. Salesforce’s quarterly revenue 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, equities analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were issued 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 dividend payout ratio (DPR) is currently 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.