Valley Wealth Managers Inc. Makes New Investment in Salesforce Inc. $CRM

Valley Wealth Managers Inc. bought a new stake in Salesforce Inc. (NYSE:CRM) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 81,049 shares of the CRM provider’s stock, valued at approximately $19,209,000.

A number of other hedge funds have also made changes to their positions in the stock. Harvey Capital Management Inc. boosted its holdings in shares of Salesforce by 17.7% in the 3rd quarter. Harvey Capital Management Inc. now owns 32,621 shares of the CRM provider’s stock valued at $7,731,000 after buying an additional 4,905 shares during the period. Avantax Advisory Services Inc. grew its holdings in shares of Salesforce by 4.0% during the second quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock valued at $23,814,000 after purchasing an additional 3,387 shares during the last quarter. Grant Private Wealth Management Inc acquired a new stake in shares of Salesforce during the 3rd quarter worth approximately $1,458,000. Advyzon Investment Management LLC boosted its position in Salesforce by 57.4% during the 2nd quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock valued at $514,000 after purchasing an additional 687 shares during the period. Finally, CX Institutional grew its stake in Salesforce by 78.0% during the 3rd quarter. CX Institutional now owns 43,186 shares of the CRM provider’s stock worth $10,235,000 after buying an additional 18,927 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Won a long‑term U.S. Army technology contract (reported as a multi‑billion, multi‑year IDIQ) that validates Salesforce’s push into defense and provides a durable revenue stream and reference client for its AI/mission‑critical work. Article Title
• Positive Sentiment: Announced expansion into defense and wildfire AI with long‑horizon deals, signaling a strategic pivot beyond core CRM that could support higher‑margin, recurring services and government backlog. Article Title
• Positive Sentiment: Multiple outlets note the company “gained on several fronts” recently — reinforcing that product wins and defense deals are material positives that can underpin revenue diversification. Article Title
• Neutral Sentiment: Jim Cramer has Salesforce on his radar (coverage and commentary), which can drive short‑term attention and volatility but doesn’t change fundamentals by itself. Article Title
• Neutral Sentiment: Analysts and commentators are flagging what investors “urgently need to see” next from Salesforce — essentially proof of sustained revenue acceleration and margin stability as AI initiatives scale. Article Title
• Negative Sentiment: Coverage highlights concerns that Salesforce faces structurally slowing revenue growth and intensifying competition, which could pressure forward estimates and multiples if execution stalls. Article Title
• Negative Sentiment: Price‑target and forecast pieces point to significant recent downside and caution among modelers — technicals and negative sentiment may amplify selling even after the government deal. Article Title
• Negative Sentiment: Some technical/market‑watch pieces argue the stock chart points to downside despite the Army deal, helping explain today’s weaker trading. Article Title
• Negative Sentiment: Market summaries note the stock is trading down amid the above mix of news and elevated volume, reflecting investor caution while analysts reassess growth assumptions. Article Title

Analyst Upgrades and Downgrades

CRM has been the subject of several analyst reports. Bank of America reduced their price target on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a report on Monday, November 17th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Wall Street Zen raised Salesforce from a “hold” rating to a “buy” rating in a report on Friday, November 28th. TD Cowen reissued a “buy” rating on shares of Salesforce in a report on Thursday, December 4th. Finally, The Goldman Sachs Group assumed coverage on Salesforce in a research report on Monday, January 12th. They issued a “buy” rating and a $330.00 target price on the stock. One equities research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus price target of $324.51.

Insider Buying and Selling at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Marc Benioff sold 122 shares of the company’s stock in a transaction on Monday, November 3rd. The shares were 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 $3,085,096,889. This represents a 0.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 138,677 shares of company stock valued at $32,566,029. Corporate insiders own 3.00% of the company’s stock.

Salesforce Stock Down 6.2%

Shares of CRM stock opened at $213.93 on Friday. Salesforce Inc. has a 1 year low of $208.78 and a 1 year high of $349.50. 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 business’s fifty day moving average is $247.07 and its 200-day moving average is $247.85. The stock has a market cap of $200.45 billion, a PE ratio of 28.56, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26.

Salesforce (NYSE:CRM) last announced 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 return on equity of 14.41% and a net margin of 17.91%.The business had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. During the same quarter last year, the business posted $2.41 earnings per share. The company’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. Equities analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

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.