Texas Yale Capital Corp. Grows Stock Position in Salesforce Inc. $CRM

Texas Yale Capital Corp. increased its stake in Salesforce Inc. (NYSE:CRM) by 115.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,319 shares of the CRM provider’s stock after acquiring an additional 4,995 shares during the period. Texas Yale Capital Corp.’s holdings in Salesforce were worth $2,209,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of CRM. Marquette Asset Management LLC purchased a new stake in shares of Salesforce during the third quarter valued at approximately $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce in the second quarter worth $27,000. Quaker Wealth Management LLC raised its holdings in Salesforce by 208.6% during the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after buying an additional 242 shares during the last quarter. Spurstone Advisory Services LLC purchased a new stake in Salesforce during the 2nd quarter valued at $34,000. Finally, Country Trust Bank boosted its position in Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MSN reports Salesforce has strengthened its outlook by leaning into AI and closing large deals that underscore enterprise demand for its AI-native CRM stack. This reinforces management’s narrative that AI is a growth driver, not just a risk. Salesforce Inc (CRM) strengthens outlook with AI and big deals
• Positive Sentiment: MarketBeat argues analysts view the sell-off as overdone and highlight upside (15%–70% range across targets). Institutional accumulation and re-inclusion in AI-focused ETFs are cited as technical/supportive factors that could sustain a rebound. Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
• Positive Sentiment: Seeking Alpha emphasizes the “SaaS apocalypse” narrative is overblown and highlights Agentforce adoption (reported ~$550M ARR, ~18k customers) as proof Salesforce can monetize AI and deepen multi-cloud deals. That bolsters the thesis that AI augments subscription revenue rather than destroys it. Salesforce Isn’t Going Anywhere. The SaaS Apocalypse Is Overdone
• Positive Sentiment: Zacks profiles Salesforce as a strong growth stock under several style-score frameworks, supporting the buy case for growth/momentum investors. Here’s Why Salesforce.com (CRM) is a Strong Growth Stock
• Positive Sentiment: Partner/market validation: recent press releases from CRMIT and KPIT launching AI/industry solutions on Salesforce’s platform show ecosystem adoption and drive higher ARPU potential for customers embedding Salesforce AI. CRMIT Solutions Launches Case InsAIghts on Salesforce AgentExchange KPIT launches VRM on Salesforce
• Neutral Sentiment: MarketBeat’s roundup of “5 software stocks” frames the sector sell-off as a valuation reset: Salesforce’s multiple looks cheaper, but the piece also reminds investors the sector remains volatile as AI adoption and monetization timing are uncertain. 5 Software Stocks That Look Too Cheap to Ignore (CRM)
• Neutral Sentiment: Yahoo and other outlets flag Feb. 25 as an important date (Q4 fiscal 2026 results/guidance) — a potential catalyst that could either validate the bullish narrative (AI-driven acceleration) or re-test the sell-off thesis. Dear Salesforce Stock Fans, Mark Your Calendars for February 25
• Neutral Sentiment: MSN and other post-earnings commentary debate buy/hold/sell following Q3 results — consensus is mixed but leans toward buy-on-dip if guidance and Agentforce uptake show clear traction. Salesforce (CRM): Buy, sell, or hold post Q3 earnings?

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. Evercore decreased their price objective on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Royal Bank Of Canada raised their target price on Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research note on Monday, January 5th. Guggenheim reaffirmed a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. Citizens Jmp reiterated a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a report on Tuesday, December 2nd. Finally, Canaccord Genuity Group reiterated a “buy” rating and issued a $300.00 price objective on shares of Salesforce in a research report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine 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 data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $323.57.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director G Mason Morfit purchased 96,000 shares of the stock in a transaction that occurred on Friday, December 5th. The stock was bought at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the transaction, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director David Blair Kirk acquired 1,936 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by company insiders.

Salesforce Stock Performance

Salesforce stock opened at $189.58 on Tuesday. Salesforce Inc. has a fifty-two week low of $180.24 and a fifty-two week high of $329.74. The stock’s 50 day simple moving average is $236.82 and its two-hundred day simple moving average is $241.82. 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 stock has a market cap of $177.63 billion, a price-to-earnings ratio of 25.31, a PEG ratio of 1.29 and a beta of 1.27.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $10.27 billion. During the same quarter last year, the business posted $2.41 EPS. The firm’s revenue for the quarter was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm also recently announced 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 dividend on an annualized basis and a dividend 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.