Trivest Advisors Ltd Takes $7.11 Million Position in Salesforce Inc. $CRM

Trivest Advisors Ltd purchased a new position in shares of Salesforce Inc. (NYSE:CRM) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 30,000 shares of the CRM provider’s stock, valued at approximately $7,110,000. Salesforce accounts for about 0.2% of Trivest Advisors Ltd’s portfolio, making the stock its 26th largest position.

A number of other hedge funds have also added to or reduced their stakes in CRM. EDENTREE ASSET MANAGEMENT Ltd raised its position in Salesforce by 55.5% during the third quarter. EDENTREE ASSET MANAGEMENT Ltd now owns 56,028 shares of the CRM provider’s stock valued at $13,276,000 after purchasing an additional 20,000 shares in the last quarter. Rossby Financial LCC increased its stake in shares of Salesforce by 7.3% in the 3rd quarter. Rossby Financial LCC now owns 1,682 shares of the CRM provider’s stock valued at $396,000 after purchasing an additional 115 shares during the last quarter. Barings LLC increased its stake in shares of Salesforce by 1.8% in the 3rd quarter. Barings LLC now owns 3,216 shares of the CRM provider’s stock valued at $762,000 after purchasing an additional 58 shares during the last quarter. Siligmueller & Norvid Wealth Advisors LLC acquired a new position in shares of Salesforce during the 3rd quarter worth $293,000. Finally, Hillsdale Investment Management Inc. lifted its position in shares of Salesforce by 125.2% during the 3rd quarter. Hillsdale Investment Management Inc. now owns 22,539 shares of the CRM provider’s stock worth $5,342,000 after buying an additional 12,530 shares during the last quarter. 80.43% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction dated Friday, December 5th. The stock was bought at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the purchase, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.00% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Mizuho keeps an Outperform rating on CRM, signaling continued analyst conviction that Salesforce can outperform peers as AI adoption supports growth. Mizuho Maintains an Outperform Rating on Salesforce (CRM)
• Positive Sentiment: A Seeking Alpha upgrade frames the upcoming Q4 print as an opportunity to “silence the bears,” highlighting potential revenue acceleration, expanding backlog and clearer AI-driven sales/expense dynamics that could re-rate the stock if delivered. Salesforce: Q4 Earnings Is An Opportunity To Silence The Bears (Rating Upgrade)
• Positive Sentiment: Sector evidence: beaten-down software names (RingCentral, Five9) rallied after earnings that showed AI strengthening bookings — a sign that positive AI proofs could lift Salesforce if its own AI products (Agentforce, generative solutions) show similar commercial traction. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
• Neutral Sentiment: Zacks previews the Q4 print and urges focus beyond headline EPS/revenue — metrics like backlog, billings mix and AI subscription uptake will matter, making the upcoming report a data-driven catalyst rather than a simple beat/miss story. Salesforce (CRM) Q4 Earnings Preview
• Neutral Sentiment: Zacks and other outlets note elevated investor attention and mixed analyst views — increased coverage raises volatility around the earnings print but doesn’t resolve direction until results and guidance arrive. Salesforce, Inc. (CRM) is Attracting Investor Attention
• Negative Sentiment: BMO cut its price target from $275 to $235 (still “Outperform”), which reduces upside expectations and signals more cautious near-term valuation assumptions. salesforce.com (CRM) PT Lowered to $235 at BMO Capital
• Negative Sentiment: BTIG trimmed its price target to $260, and RBC moved to a Hold — more downward pressure from sell-side revisions that can sap momentum ahead of the quarter. BTIG Research Lowers Salesforce Price Target to $260 Salesforce (CRM) Receives a Hold from RBC Capital
• Negative Sentiment: Unusually large put-option buying was recorded (roughly 132k puts), indicating elevated hedging or bearish spec positions that increase downside risk and implied volatility into earnings. (reported trading flow)

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. BMO Capital Markets decreased their target price on Salesforce from $275.00 to $235.00 and set an “outperform” rating on the stock in a research report on Friday. Wedbush reaffirmed an “outperform” rating and set a $375.00 price target on shares of Salesforce in a report on Thursday, December 4th. Wells Fargo & Company lowered their price objective on shares of Salesforce from $265.00 to $235.00 and set an “equal weight” rating for the company in a research report on Wednesday. Macquarie Infrastructure raised their target price on shares of Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Finally, Royal Bank Of Canada boosted their target price on shares of Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $310.89.

Salesforce Trading Down 0.1%

CRM opened at $185.10 on Friday. 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 fifty-two week low of $180.24 and a fifty-two week high of $318.97. The company’s 50 day moving average price is $230.69 and its two-hundred day moving average price is $240.08. The firm has a market capitalization of $173.44 billion, a price-to-earnings ratio of 24.71, a PEG ratio of 1.26 and a beta of 1.27.

Salesforce (NYSE:CRM) last released 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 the consensus estimate of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.41 earnings per share. 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 business also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a dividend of $0.416 per share. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 annualized dividend and a yield of 0.9%. 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.