Salesforce (NYSE:CRM) Stock Price Down 6.2% – Should You Sell?

Salesforce Inc. (NYSE:CRM)’s share price traded down 6.2% during mid-day trading on Thursday . The stock traded as low as $208.78 and last traded at $213.9320. 18,409,077 shares traded hands during trading, an increase of 93% from the average session volume of 9,538,588 shares. The stock had previously closed at $227.96.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large U.S. Army IDIQ win — a 10‑year, $5.6 billion technology contract validates Salesforce’s push into defense and government AI work; it provides a long-duration revenue opportunity though timing and booking will stretch over years. What the Army’s $5.6B salesforce contract means for soldiers
• Positive Sentiment: Expanded defense and wildfire AI deals — Salesforce is deepening non‑CRM AI use cases (defense, wildfire response) that could drive higher‑margin services and stickier long‑term contracts outside core CRM. Salesforce Expands Into Defense And Wildfire AI With Undervalued Shares
• Neutral Sentiment: Employee equity grants tied to recent acquisitions — Salesforce issued RSUs for Apromore, Spindle AI and Informatica hires; standard for integrations but adds modest dilution and compensation expense. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees Under Its Inducement Equity Incentive Plan
• Neutral Sentiment: High-profile mentions — Coverage and analyst chatter (including Jim Cramer) raise visibility but haven’t changed the company’s near‑term fundamental story. Jim Cramer Discusses Salesforce (CRM)
• Negative Sentiment: Structural revenue slowdown and tougher competition — reporting suggests Salesforce’s top‑line growth is decelerating and competitors/intensifying AI competition could pressure future growth and margins. That concern is a key driver of downside pressure. Salesforce Faces Structurally Slowing Revenue Growth Amidst Intensifying Competition
• Negative Sentiment: Bearish technicals and price forecasts — technicians and some market writeups note chart patterns and recent momentum that point to further downside despite the Army deal; that can accelerate selling in the short term. Salesforce stock chart points to a dive despite the $5.6 billion Army deal
• Negative Sentiment: Mixed analyst outlooks and price forecasts — some forecasts emphasize the recent multi‑month share decline and slower momentum, which can weigh on sentiment and institutional positioning. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026–2030 (February 2026)

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Piper Sandler reaffirmed an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Weiss Ratings reiterated a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. Stifel Nicolaus decreased their price objective on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, October 9th. Finally, BTIG Research started coverage on Salesforce in a research report on Tuesday, December 16th. They set a “buy” rating and a $335.00 target price on the stock. 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 company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $324.51.

Salesforce Price Performance

The company has a market cap of $200.45 billion, a price-to-earnings ratio of 28.56, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26. The company has a fifty day simple moving average of $247.30 and a two-hundred day simple moving average of $248.09. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last issued its quarterly earnings data 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 the consensus estimate of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, equities research analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders 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 yield of 0.8%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is 22.16%.

Insider Activity

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $258.20, for a total value of $580,950.00. Following the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,075,567,632.20. This trade represents a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director G Mason Morfit acquired 96,000 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the transaction, the director 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 disclosure for this purchase is available in the SEC filing. Insiders sold a total of 140,927 shares of company stock valued at $33,146,979 over the last quarter. 3.00% of the stock is owned by insiders.

Hedge Funds Weigh In On Salesforce

A number of hedge funds have recently added to or reduced their stakes in CRM. Eagle Wealth Advisors LLC acquired a new stake in shares of Salesforce during the 4th quarter worth approximately $903,000. Middleton & Co. Inc. MA grew its stake in Salesforce by 2.1% during the 4th quarter. Middleton & Co. Inc. MA now owns 60,859 shares of the CRM provider’s stock worth $16,122,000 after buying an additional 1,242 shares during the last quarter. RMR Wealth Builders increased its position in Salesforce by 30.1% in the fourth quarter. RMR Wealth Builders now owns 10,520 shares of the CRM provider’s stock worth $2,787,000 after buying an additional 2,431 shares during the period. Anchyra Partners LLC bought a new stake in Salesforce in the fourth quarter valued at $523,000. Finally, Aprio Wealth Management LLC boosted its holdings in shares of Salesforce by 11.5% during the fourth quarter. Aprio Wealth Management LLC now owns 3,960 shares of the CRM provider’s stock valued at $1,049,000 after acquiring an additional 409 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

About Salesforce

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.