Salesforce (NYSE:CRM) Director Sells $929,259.10 in Stock

Salesforce Inc. (NYSE:CRM) Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website.

Salesforce Stock Performance

CRM traded down $6.27 during trading on Thursday, hitting $233.30. The stock had a trading volume of 11,482,281 shares, compared to its average volume of 5,981,293. The company has a 50 day moving average price of $249.74 and a 200-day moving average price of $251.04. The firm has a market cap of $218.60 billion, a price-to-earnings ratio of 31.15, a P/E/G ratio of 1.79 and a beta of 1.26. Salesforce Inc. has a one year low of $221.96 and a one year high of $367.09. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping 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 the consensus estimate of $10.27 billion. During the same quarter last year, the firm earned $2.41 earnings per share. The company’s revenue was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, research analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. grew its stake in shares of Salesforce by 0.8% in the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock worth $21,228,624,000 after purchasing an additional 748,772 shares during the last quarter. State Street Corp increased its stake in shares of Salesforce by 0.3% in the third quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock valued at $11,732,966,000 after buying an additional 159,739 shares during the period. Geode Capital Management LLC raised its position in shares of Salesforce by 0.6% during the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock worth $5,669,224,000 after acquiring an additional 114,504 shares during the last quarter. Capital International Investors raised its position in shares of Salesforce by 9.4% during the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock worth $4,753,519,000 after acquiring an additional 1,729,440 shares during the last quarter. Finally, Capital World Investors lifted its stake in shares of Salesforce by 159.0% in the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock worth $4,106,255,000 after acquiring an additional 10,636,161 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Analysts Set New Price Targets

CRM has been the subject of a number of recent analyst reports. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Citigroup cut Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 5th. Evercore ISI decreased their price target on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. UBS Group reaffirmed a “neutral” rating and issued a $260.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Finally, Guggenheim reissued a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $326.50.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy and $330 price target, giving institutional validation to Salesforce’s recovery/story and supporting upside vs. current levels. Goldman Sachs Assumes Coverage of Salesforce (CRM) Stock
• Positive Sentiment: Salesforce is pushing Agentforce (agentic AI) into marquee use cases — World Economic Forum will use an Agentforce-powered assistant at Davos, raising visibility and enterprise validation for the platform. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: New commercial partnerships are expanding Agentforce’s addressable market — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, strengthening healthcare go‑to‑market and use-case monetization. Viz.ai and Salesforce Collaborate to Transform Pharma Engagement
• Positive Sentiment: Product progress: Slackbot revamp is generally available and other Agentforce commentary from analysts/covering outlets highlight potential medium‑term revenue acceleration if adoption scales. Salesforce makes revamped Slackbot generally available
• Neutral Sentiment: Analyst and investor write-ups (Seeking Alpha, Zacks) argue CRM’s long‑term growth profile and discounted cash‑flow multiples remain attractive — supportive longer‑term but not a trigger for near‑term moves. Salesforce: Cheap 14x FCF Multiple And Agentforce Acceleration
• Neutral Sentiment: Market‑level indicators show mixed signals (S&P futures/enterprise software momentum pieces) — macro/sector flows remain an important short‑term force. Salesforce (NYSE:CRM) S&P Futures Signal Enterprise Software Momentum
• Negative Sentiment: Unusually heavy put buying: traders purchased ~157k put contracts today (well above average), a clear short‑term bearish signal and likely contributor to the intraday selloff as hedging and directional bets ramp up.
• Negative Sentiment: Sector fears about agentic AI cannibalizing SaaS license revenue (Claude Code headlines) are pressuring CRM names; analysts and market pieces argue agentic agents could reduce demand for high‑margin human‑driven services. Why Salesforce stock is already down 10% this year
• Negative Sentiment: Multiple media pieces question whether the pullback makes CRM a bargain or a value trap and show the stock lagging other AI/software names — sentiment and headline risk are keeping selling pressure elevated. Salesforce stock has imploded: Is it a bargain or a value trap? Salesforce lags in 2026 as software stocks react to AI concerns

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.