Salesforce Inc. $CRM Shares Sold by Tokio Marine Asset Management Co. Ltd.

Tokio Marine Asset Management Co. Ltd. reduced its position in shares of Salesforce Inc. (NYSE:CRM) by 7.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 96,222 shares of the CRM provider’s stock after selling 7,876 shares during the period. Salesforce accounts for about 0.8% of Tokio Marine Asset Management Co. Ltd.’s portfolio, making the stock its 22nd largest holding. Tokio Marine Asset Management Co. Ltd.’s holdings in Salesforce were worth $22,805,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Salesforce by 1.0% during the 2nd quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock worth $24,221,275,000 after purchasing an additional 909,853 shares during the last quarter. State Street Corp grew its stake in Salesforce by 1.6% during the 2nd quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after acquiring an additional 776,300 shares in the last quarter. Geode Capital Management LLC raised its holdings in Salesforce by 0.6% in the 2nd quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after acquiring an additional 114,504 shares during the last quarter. Norges Bank purchased a new position in Salesforce in the 2nd quarter worth approximately $2,826,049,000. Finally, Amundi boosted its holdings in shares of Salesforce by 26.2% during the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after purchasing an additional 1,612,413 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MarketBeat highlighted five reasons to buy-and-hold CRM for 2026, arguing Salesforce has an attractive AI/cloud runway that could make it a top trade this year. MarketBeat: Five reasons to buy-and-hold CRM
• Positive Sentiment: The Motley Fool and 247WallStreet pieces both profile Salesforce as underappreciated on AI upside — suggesting the market hasn’t fully priced in its “agentic AI” roadmap or potential enterprise expansion. These narratives support a longer-term bullish case. Fool: Should you forget Palantir and buy these 2 tech stocks? 247WallSt: 2 Stocks That Don’t Have Enough AI Priced In
• Positive Sentiment: Analyst consensus remains constructive — AmericanBankingNews reports an average recommendation of “Moderate Buy.” That supports investor confidence despite recent weakness. Salesforce receives average recommendation of “Moderate Buy”
• Neutral Sentiment: Jim Cramer has Salesforce on his radar, drawing attention to the company amid sector turmoil; coverage like this can add visibility but is not a direct catalyst. Jim Cramer Discusses Salesforce (CRM)’s Business
• Neutral Sentiment: The Globe and Mail highlighted a Zacks feature that mentions Salesforce alongside Adobe as notable ideas — more media/analyst attention that reinforces the stock’s profile. Zacks Investment Ideas feature highlights: Adobe and Salesforce
• Negative Sentiment: Yahoo Finance flags that Salesforce’s AI revenue base is still small and that rising API costs could pressure margins — that raises the risk that the company’s margin story may be weaker than investors expect. Did Salesforce’s Small AI Revenue Base and Higher API Costs Just Recast Its Margin Story?
• Negative Sentiment: Zacks and other outlets emphasize CRM’s ~18–20% drop over the past year — headline pieces questioning whether the stock is still a hold add selling pressure and keep sentiment cautious. Salesforce Plunges 20% in a Year
• Negative Sentiment: Short news blurbs (MSN/headlines) noting that CRM is sinking while broader markets gain amplify the perception of underperformance versus peers. Salesforce.com (CRM) stock sinks as market gains

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Wedbush reiterated an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a research report on Thursday, December 4th. Citigroup cut shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. Sanford C. Bernstein restated an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Royal Bank Of Canada lifted their target price on shares of Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research note on Monday, January 5th. Finally, UBS Group reiterated a “neutral” rating and issued a $260.00 target price 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, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and an average target price of $327.74.

Insider Buying and Selling at Salesforce

In other Salesforce news, CEO Marc Benioff sold 122 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at $3,085,096,889. The trade was a 0.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were bought at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the transaction, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 152,784 shares of company stock valued at $36,173,287 in the last quarter. Corporate insiders own 3.00% of the company’s stock.

Salesforce Trading Down 0.2%

CRM opened at $260.03 on Monday. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The business has a fifty day simple moving average of $250.32 and a 200-day simple moving average of $251.43. The firm has a market cap of $243.65 billion, a P/E ratio of 34.72, a P/E/G ratio of 1.94 and a beta of 1.26.

Salesforce (NYSE:CRM) last posted its 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 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 revenue was up 9.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, equities analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a dividend of $0.416 per share. The ex-dividend date was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a yield of 0.6%. Salesforce’s dividend 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.