Quadrant Private Wealth Management LLC Acquires 4,306 Shares of Salesforce Inc. $CRM

Quadrant Private Wealth Management LLC grew its holdings in Salesforce Inc. (NYSE:CRM) by 22.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,105 shares of the CRM provider’s stock after purchasing an additional 4,306 shares during the period. Salesforce makes up about 1.0% of Quadrant Private Wealth Management LLC’s holdings, making the stock its 23rd biggest position. Quadrant Private Wealth Management LLC’s holdings in Salesforce were worth $5,486,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. FWG Holdings LLC grew its position in shares of Salesforce by 5.0% in the third quarter. FWG Holdings LLC now owns 1,526 shares of the CRM provider’s stock valued at $384,000 after purchasing an additional 72 shares in the last quarter. New Wave Wealth Advisors LLC boosted its stake in Salesforce by 16.7% in the 3rd quarter. New Wave Wealth Advisors LLC now owns 1,318 shares of the CRM provider’s stock worth $313,000 after purchasing an additional 189 shares during the period. Leelyn Smith LLC grew its holdings in Salesforce by 9.7% during the 3rd quarter. Leelyn Smith LLC now owns 8,633 shares of the CRM provider’s stock valued at $2,046,000 after buying an additional 765 shares in the last quarter. Olympiad Research LP bought a new stake in shares of Salesforce during the third quarter valued at about $227,000. Finally, BIP Wealth LLC lifted its holdings in shares of Salesforce by 24.4% in the third quarter. BIP Wealth LLC now owns 2,648 shares of the CRM provider’s stock worth $628,000 after buying an additional 520 shares in the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on CRM. 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 report on Thursday, December 4th. BTIG Research started coverage on Salesforce in a research note on Tuesday, December 16th. They set a “buy” rating and a $335.00 price objective for the company. Bank of America cut their target price on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Monday, November 17th. Weiss Ratings reiterated a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. 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-nine have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $324.51.

Salesforce Price Performance

Shares of NYSE CRM opened at $228.19 on Friday. The company has a 50 day simple moving average of $247.86 and a two-hundred day simple moving average of $249.30. Salesforce Inc. has a fifty-two week low of $218.96 and a fifty-two week high of $367.09. The company has a market capitalization of $213.81 billion, a price-to-earnings ratio of 30.47, a P/E/G ratio of 1.65 and a beta of 1.26. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.86 by $0.39. The firm had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.Salesforce’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Insider Transactions at Salesforce

In other Salesforce news, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were acquired 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 $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the completion of the transaction, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. This trade represents a 49.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 145,427 shares of company stock worth $34,290,361. Company insiders own 3.00% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts note Salesforce’s push into agentic AI (Agentforce) and continued monetization of Data Cloud as potential drivers to reignite revenue growth and margins, which investors view as a credible growth pathway. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Positive Sentiment: Commentary highlights Salesforce’s recent market outperformance and investor attention after its latest session close, reinforcing momentum among buyers. Salesforce.com (CRM) Surpasses Market Returns: Some Facts Worth Knowing
• Positive Sentiment: Several bullish takes (Seeking Alpha, Forbes) argue the selloff is overdone and that CRM is trading in a historical support range, framing the stock as a potential buying opportunity for contrarian investors. Salesforce: The Selloff Is Overdone, A Contrarian Buy Opportunity (Rating Upgrade)
• Neutral Sentiment: High-profile coverage (Jim Cramer) is calling attention to Salesforce’s seat-based model and platform strategy; increased media focus can boost flows but doesn’t by itself change fundamentals. Jim Cramer Discusses Salesforce (CRM)’s Seat Model
• Neutral Sentiment: Earnings previews are mixed: Salesforce posted $3.25 EPS vs. $2.86 consensus and ~9% YoY revenue growth, with Q4 FY2026 EPS guidance of $3.02–$3.04—numbers that support valuation but leave some growth questions. Salesforce earnings preview: What to expect
• Negative Sentiment: Competitive pressure from vertical SaaS peers (notably Veeva in life sciences) and questions about services execution are being raised as risks to Salesforce’s growth and win rates in certain industries. Veeva vs Salesforce – the services questions that Life Sciences organizations need to be asking – and time is running
• Negative Sentiment: Analyses and headlines flag investor concerns—slowing growth relative to lofty AI expectations and valuation risks—which have contributed to recent volatility and caution among some funds. What Is Spooking CRM Stock Investors?
• Negative Sentiment: Some outlets include Salesforce on “stocks to avoid” lists amid the AI hype, highlighting execution and competitive risks that could pressure sentiment if growth disappoints. Top 5 Stocks to Avoid Despite the AI Hype

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.