OneDigital Investment Advisors LLC Sells 24,166 Shares of Salesforce Inc. $CRM

OneDigital Investment Advisors LLC lowered its position in Salesforce Inc. (NYSE:CRM) by 65.0% in the third quarter, HoldingsChannel.com reports. The fund owned 13,021 shares of the CRM provider’s stock after selling 24,166 shares during the quarter. OneDigital Investment Advisors LLC’s holdings in Salesforce were worth $3,086,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Inspire Trust Co. N.A. raised its holdings in shares of Salesforce by 24.8% in the 3rd quarter. Inspire Trust Co. N.A. now owns 15,100 shares of the CRM provider’s stock valued at $3,579,000 after purchasing an additional 3,000 shares during the period. Advisors Preferred LLC increased its position in Salesforce by 20.2% during the third quarter. Advisors Preferred LLC now owns 11,900 shares of the CRM provider’s stock worth $2,805,000 after buying an additional 2,000 shares during the last quarter. Lansforsakringar Fondforvaltning AB publ raised its stake in Salesforce by 2.0% in the third quarter. Lansforsakringar Fondforvaltning AB publ now owns 313,451 shares of the CRM provider’s stock valued at $74,288,000 after buying an additional 6,083 shares during the period. Trivest Advisors Ltd bought a new stake in Salesforce in the third quarter valued at approximately $7,110,000. Finally, EDENTREE ASSET MANAGEMENT Ltd lifted its position in shares of Salesforce by 55.5% in the third quarter. EDENTREE ASSET MANAGEMENT Ltd now owns 56,028 shares of the CRM provider’s stock valued at $13,276,000 after buying an additional 20,000 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

CRM has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft increased their price target on Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Mizuho cut their target price on shares of Salesforce from $340.00 to $280.00 and set an “outperform” rating for the company in a research note on Tuesday, February 17th. Canaccord Genuity Group reaffirmed a “buy” rating and set a $300.00 target price on shares of Salesforce in a report on Thursday, December 4th. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Finally, Sanford C. Bernstein restated an “underperform” rating on shares of Salesforce in a report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $304.33.

Salesforce Trading Down 3.9%

CRM opened at $178.00 on Tuesday. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $313.70. The company has a market cap of $166.79 billion, a P/E ratio of 23.76, a PEG ratio of 1.26 and a beta of 1.27. 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 company’s 50 day moving average is $229.16 and its 200-day moving average is $239.57.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.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 previous year, the firm earned $2.41 earnings per share. The firm’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 research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were given a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

Insiders Place Their Bets

In related news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director 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 accessible through the SEC website. Also, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This represents a 3.31% increase in their position. The SEC filing for this purchase provides additional information. 3.00% of the stock is owned by company insiders.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce agreed to acquire Momentum, a conversational‑insights and revenue‑orchestration platform — the deal is expected to extend Agentforce 360 and Slackbot capabilities to ingest and analyze third‑party unstructured voice data, strengthening Salesforce’s AI/contact‑center stack and product monetization potential. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition
• Positive Sentiment: Analyst/industry coverage highlights a large “agentic AI” opportunity for Salesforce — pieces argue Agentforce and other AI initiatives could be a multi‑year revenue tailwind if execution and GTM scale succeed. This supports a longer‑term growth narrative even as near‑term metrics are watched closely. Salesforce: Capitalizing On The Massive Agentic AI Opportunity
• Neutral Sentiment: Options market activity shows elevated interest and provides a read on short‑term sentiment — Benzinga’s options deep dive notes concentrated positioning that can amplify moves into earnings, making volatility around the print more likely. Traders should watch skew and open interest for signals. Salesforce Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Pre‑earnings preview: Zacks notes AI/cloud demand could push Q4 revenue toward ~$11.2B and that prior cost cuts may boost EPS, but outcome hinges on product uptake and guidance for FY27 — results/guidance will likely drive the next leg of the move. Can AI and Cloud Strength Keep Salesforce’s Growth on Track in Q4?
• Negative Sentiment: Major broker price‑target cuts surfaced ahead of Q4 results, which has pressured sentiment — several firms trimmed targets, signaling lower near‑term expectations and increasing downside risk if guidance disappoints. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Coverage flags that Salesforce’s AI agent push plus related job cuts are reframing the investment story toward automation‑driven efficiency — investors may view workforce reductions and restructuring as a sign management is prioritizing margins, which can be read positively or negatively depending on growth outlook. Did Salesforce’s (CRM) AI Agent Push and Job Cuts Just Recast Its Automation-Driven Investment Narrative?
• Negative Sentiment: Insider selling was flagged in a broader report on executives exiting positions — while not definitive, increased insider sales can add to short‑term negative sentiment ahead of earnings. Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

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.