Seaview Investment Managers LLC Has $7.65 Million Stock Position in Salesforce Inc. $CRM

Seaview Investment Managers LLC lessened its holdings in Salesforce Inc. (NYSE:CRM) by 20.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 32,289 shares of the CRM provider’s stock after selling 8,196 shares during the period. Salesforce accounts for 2.8% of Seaview Investment Managers LLC’s holdings, making the stock its 24th biggest position. Seaview Investment Managers LLC’s holdings in Salesforce were worth $7,653,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Jones Financial Companies Lllp lifted its stake in shares of Salesforce by 15.1% in the 3rd quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock valued at $113,420,000 after acquiring an additional 61,270 shares during the last quarter. AGF Management Ltd. grew its position in Salesforce by 42.2% during the 3rd quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock valued at $66,610,000 after purchasing an additional 83,403 shares during the last quarter. Ashton Thomas Private Wealth LLC raised its stake in shares of Salesforce by 64.2% in the third quarter. Ashton Thomas Private Wealth LLC now owns 30,111 shares of the CRM provider’s stock worth $7,149,000 after purchasing an additional 11,777 shares during the last quarter. Alta Capital Management LLC raised its stake in Salesforce by 1,104.7% during the 3rd quarter. Alta Capital Management LLC now owns 13,493 shares of the CRM provider’s stock valued at $3,198,000 after buying an additional 12,373 shares during the last quarter. Finally, Gallacher Capital Management LLC bought a new position in shares of Salesforce in the 3rd quarter worth approximately $785,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Salesforce

In related news, Director G Mason Morfit acquired 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The shares were acquired at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the transaction, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total value 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 approximately $32,803,314.90. This represents a 49.07% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms recently issued reports on CRM. DA Davidson increased their target price on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Wedbush reiterated an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Macquarie Infrastructure raised their price target on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Canaccord Genuity Group reaffirmed a “buy” rating and set a $300.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Finally, Mizuho set a $340.00 price target on shares of Salesforce in a report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $323.57.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Bullish deep-dive argues the selloff is a rare sentiment-driven value opportunity — cites durable SaaS moat, $59.5B RPO, double-digit subscription growth and AI monetization; sets an 18-month target materially above current levels. Salesforce: Buy The Fear In Enterprise SaaS Durability
• Positive Sentiment: Strategists say AI-disruption fears have overdriven the selloff, creating a buying chance in higher-quality software names including Salesforce. This frames CRM as a rebound candidate if fundamentals hold. AI disruption fears create buying chance in US software stocks, strategists say
• Positive Sentiment: MarketBeat and other outlets argue the software pullback is emotional and CRM is underestimated — highlights analyst buy ratings, upcoming catalysts (earnings/guidance) and AI integration as reasons for upside. AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
• Positive Sentiment: Prominent TV commentator suggests CRM may be near a bottom, supporting short-term buyer interest among retail investors. Jim Cramer on Salesforce: “I Think It’s Near a Bottom”
• Positive Sentiment: Brokerage coverage (e.g., Wedbush, Zacks, Forbes pieces) reiterates conviction that the “software Armageddon” trade is overdone and that CRM’s long-term growth and AI monetization justify buying on weakness. Why Salesforce Stock Is Primed For A Major Rebound
• Neutral Sentiment: Salesforce executed a modest round of cuts (fewer than 1,000 roles) and announced several leadership changes; cost control can help margins but also signals near-term restructuring. Salesforce cuts less than 1,000 jobs, Business Insider reports
• Neutral Sentiment: Comparative product pieces (Salesforce vs. Zoho, NetSuite) are surfacing as customers evaluate alternatives — not an immediate earnings hit but a reminder competition is active at the margins. Salesforce CRM vs. Zoho CRM
• Negative Sentiment: Employee backlash after a CEO joke led to >1,400 staff signing a letter urging Salesforce to drop ICE opportunities and cut ties; this creates reputational risk and potential customer/partner friction in sensitive public-sector deals. Salesforce employees call on CEO Benioff to cancel ICE ‘opportunities’

Salesforce Price Performance

CRM opened at $193.42 on Wednesday. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The firm has a market cap of $181.23 billion, a price-to-earnings ratio of 25.82, a PEG ratio of 1.32 and a beta of 1.27. The stock’s 50-day moving average price is $241.96 and its 200 day moving average price is $244.02. Salesforce Inc. has a 12-month low of $185.73 and a 12-month high of $330.35.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS 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 company had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the prior year, the firm posted $2.41 earnings per share. The firm’s 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, sell-side analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a $0.416 dividend. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. Salesforce’s payout ratio is currently 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.