Salesforce Inc. $CRM Shares Bought by Guinness Asset Management LTD

Guinness Asset Management LTD lifted its position in shares of Salesforce Inc. (NYSE:CRM) by 16.0% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 151,492 shares of the CRM provider’s stock after buying an additional 20,934 shares during the period. Guinness Asset Management LTD’s holdings in Salesforce were worth $37,131,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CRM. Bond & Devick Financial Network Inc. grew its position in Salesforce by 15.0% during the third quarter. Bond & Devick Financial Network Inc. now owns 5,022 shares of the CRM provider’s stock valued at $1,190,000 after acquiring an additional 655 shares during the period. Portside Wealth Group LLC lifted its stake in shares of Salesforce by 17.4% in the 3rd quarter. Portside Wealth Group LLC now owns 6,542 shares of the CRM provider’s stock valued at $1,550,000 after purchasing an additional 968 shares in the last quarter. ABN AMRO Bank N.V. grew its holdings in shares of Salesforce by 161.5% during the 3rd quarter. ABN AMRO Bank N.V. now owns 86,622 shares of the CRM provider’s stock worth $20,594,000 after purchasing an additional 53,498 shares during the period. Hudson Canyon Capital Management increased its position in Salesforce by 9.6% during the 3rd quarter. Hudson Canyon Capital Management now owns 7,855 shares of the CRM provider’s stock worth $2,053,000 after purchasing an additional 686 shares in the last quarter. Finally, HighPoint Advisor Group LLC increased its position in Salesforce by 7.4% during the 3rd quarter. HighPoint Advisor Group LLC now owns 29,471 shares of the CRM provider’s stock worth $6,985,000 after purchasing an additional 2,023 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Trading Down 4.9%

Shares of CRM opened at $189.72 on Friday. Salesforce Inc. has a one year low of $187.28 and a one year high of $337.48. The stock has a 50-day moving average price of $244.36 and a 200 day moving average price of $245.84. 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 company has a market capitalization of $177.77 billion, a P/E ratio of 25.33, a P/E/G ratio of 1.36 and a beta of 1.27.

Salesforce (NYSE:CRM) last announced its 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 company had revenue of $10.26 billion for 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% on a year-over-year basis. During the same period in the prior year, the company posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a $0.416 dividend. This represents a $1.66 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is currently 22.16%.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Jim Cramer noted that a charitable trust has held Salesforce for “years and years,” signaling a patient long-term holder that could reduce supply pressure and be seen as a stabilizing signal for investors. Jim Cramer Highlights That the Charitable Trust Has Owned Salesforce for “Years and Years”
• Positive Sentiment: Salesforce showed resilience in the latest session, closing higher on the day amid a broader market dip — a short-term technical positive that can attract dip buyers. Salesforce.com (CRM) Rises As Market Takes A Dip: Key Facts
• Positive Sentiment: Some analysts and valuation write-ups argue CRM may be undervalued (~27% in one note), which could support buyer interest if upcoming results meet or beat expectations. Evaluating Salesforce (CRM) After Recent Share Price Weakness And Perceived 26.9% Undervaluation
• Neutral Sentiment: Salesforce set the date for its Q4 & full‑year fiscal 2026 results release (Feb 25) and will host a webcast — an event that typically drives short-term volatility but provides a fresh earnings catalyst. Salesforce Announces Timing of its Fourth Quarter and Full Year Fiscal 2026 Results Conference Call
• Neutral Sentiment: Aggregated analyst coverage is being summarized in recent pieces — 25-expert compendiums and rating roundups are highlighting mixed views, so consensus could shift around earnings. The Analyst Verdict: Salesforce In The Eyes Of 25 Experts
• Neutral Sentiment: Market commentary on whether to “buy the dip” is cautioning investors not to assume immediate rebounds from new lows — a general trading reminder rather than CRM-specific news. Do Stock Sell-Offs Pay Off? These Experts Warn Not to ‘Bottom Feed’ on New Lows
• Negative Sentiment: Broader software/AI fears are pressuring the sector: ETF/sector funds have plunged in 2026 as new AI product moves (e.g., Anthropic’s Claude Cowork features) stoke disruption worries — a headwind for large cloud/CRM names like CRM. Software experiencing ‘most exciting moment’ as AI fears hammer the stocks
• Negative Sentiment: Coverage questioning whether CRM is a “value play or value trap” highlights the stock’s sharp YTD and 12‑month decline and a recent fall to a 52‑week low — factors that weigh on sentiment ahead of earnings. Is CRM Stock A Value Play Or A Value Trap?

Insider Transactions at Salesforce

In other news, Director G Mason Morfit bought 96,000 shares of Salesforce stock in a transaction on Friday, December 5th. The shares were bought at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director directly 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the firm’s 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 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 SEC filing for this sale provides additional information. 3.00% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Citizens Jmp reiterated a “market outperform” rating and set a $430.00 price objective on shares of Salesforce in a research note on Tuesday, December 2nd. Oppenheimer reduced their target price on shares of Salesforce from $315.00 to $300.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. BTIG Research initiated coverage on Salesforce in a report on Tuesday, December 16th. They issued a “buy” rating and a $335.00 price target for the company. Stifel Nicolaus reduced their price objective on Salesforce from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, October 9th. Finally, Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $323.57.

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.