RWA Wealth Partners LLC Has $11.76 Million Stock Position in Salesforce Inc. $CRM

RWA Wealth Partners LLC lessened its position in Salesforce Inc. (NYSE:CRM) by 30.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 49,613 shares of the CRM provider’s stock after selling 21,272 shares during the period. RWA Wealth Partners LLC’s holdings in Salesforce were worth $11,758,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of CRM. Marquette Asset Management LLC acquired a new position in shares of Salesforce during the third quarter worth approximately $26,000. Evolution Wealth Management Inc. acquired a new stake in Salesforce during the second quarter worth about $27,000. Quaker Wealth Management LLC increased its stake in Salesforce by 208.6% during the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after acquiring an additional 242 shares during the period. Spurstone Advisory Services LLC bought a new stake in shares of Salesforce in the 2nd quarter worth approximately $34,000. Finally, Country Trust Bank grew its holdings in shares of Salesforce by 658.8% during the 2nd 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. 80.43% of the stock is currently owned by institutional investors.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company bolstering AI capabilities via the Momentum acquisition, which expands conversational/unstructured data ingestion for Agentforce and Slackbot — a strategic move that supports longer‑term revenue and product differentiation. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition
• Positive Sentiment: New partner implementations (Navatar launching an AI CRM operating model on Salesforce for alternative‑asset managers) demonstrate platform demand and third‑party ecosystem traction. Navatar Launches AI-Powered CRM Operating Model On Salesforce
• Positive Sentiment: Some sell‑side bulls (e.g., Wedbush reaffirming an outperform/ high $375 PT) highlight a view that recent AI‑led weakness is overdone and present a buying opportunity for long‑term investors. Wedbush Reaffirms Outperform on CRM
• Neutral Sentiment: Q4 earnings are due after the close today — previews show mixed expectations: modest revenue growth offset by margin/efficiency improvements and potential for a sizable post‑earnings move. Event risk is the immediate catalyst. Salesforce Gears Up For Q4 Print
• Neutral Sentiment: Broader software sector relief rallies tied to Anthropic/AI headlines have buoyed peers and helped lift sentiment toward CRM, but these are macro drivers rather than company‑specific proof points. US software stocks climb as Anthropic announcement sparks relief rally
• Negative Sentiment: Analyst downgrades and negative notes have pressured the stock — a downgrade cited in the press knocked shares lower and amplified selling into earnings. Salesforce Shares Down Following Analyst Downgrade
• Negative Sentiment: Follow‑on coverage reports the downgrade pushed CRM to a new 52‑week low, increasing headline risk and short‑term technical pressure. Salesforce Hits New 52-Week Low Following Analyst Downgrade
• Negative Sentiment: Several firms have trimmed price targets ahead of earnings, underscoring skepticism on near‑term growth and valuation — a catalyst for continued analyst‑driven volatility. Big Salesforce Price Target Cuts Ahead of Q4 Earnings

Wall Street Analysts Forecast Growth

CRM has been the subject of several research reports. BMO Capital Markets reduced their target price on Salesforce from $275.00 to $235.00 and set an “outperform” rating for the company in a research report on Friday, February 20th. Truist Financial cut their price target on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a research note on Thursday, December 4th. Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. Arete Research upgraded Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, KeyCorp lowered their price target on Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and an average target price of $301.56.

Insider Transactions at Salesforce

In related news, 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 in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director G Mason Morfit acquired 96,000 shares of the company’s stock in a transaction on Friday, December 5th. The shares were purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the acquisition, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 3.00% of the company’s stock.

Salesforce Price Performance

Salesforce stock opened at $185.64 on Wednesday. The business’s fifty day moving average is $227.77 and its two-hundred day moving average is $239.19. 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 firm has a market cap of $173.95 billion, a P/E ratio of 24.79, a P/E/G ratio of 1.22 and a beta of 1.27. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $313.70.

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 analysts’ consensus estimates of $2.86 by $0.39. The business had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period in the previous year, the business posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Equities research analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The business 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. This represents a $1.66 annualized dividend and a yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is 22.16%.

Salesforce 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.