Lbp Am Sa Reduces Stock Holdings in Salesforce Inc. $CRM

Lbp Am Sa reduced its stake in shares of Salesforce Inc. (NYSE:CRM) by 3.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 201,377 shares of the CRM provider’s stock after selling 6,843 shares during the quarter. Lbp Am Sa’s holdings in Salesforce were worth $47,726,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Avantax Advisory Services Inc. boosted its stake in Salesforce by 4.0% during the 2nd quarter. Avantax Advisory Services Inc. now owns 87,331 shares of the CRM provider’s stock valued at $23,814,000 after purchasing an additional 3,387 shares during the last quarter. Grant Private Wealth Management Inc bought a new position in Salesforce in the third quarter valued at about $1,458,000. Advyzon Investment Management LLC grew its stake in shares of Salesforce by 57.4% during the 2nd quarter. Advyzon Investment Management LLC now owns 1,884 shares of the CRM provider’s stock valued at $514,000 after purchasing an additional 687 shares during the period. CX Institutional increased its position in shares of Salesforce by 78.0% during the 3rd quarter. CX Institutional now owns 43,186 shares of the CRM provider’s stock valued at $10,235,000 after purchasing an additional 18,927 shares during the last quarter. Finally, Atalanta Sosnoff Capital LLC lifted its stake in shares of Salesforce by 8.5% in the 2nd quarter. Atalanta Sosnoff Capital LLC now owns 206,614 shares of the CRM provider’s stock worth $56,342,000 after purchasing an additional 16,176 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Stock Down 0.0%

NYSE CRM opened at $228.02 on Monday. Salesforce Inc. has a one year low of $218.96 and a one year high of $367.09. 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 50 day moving average price of $247.54 and a 200-day moving average price of $248.68. The company has a market capitalization of $213.65 billion, a P/E ratio of 30.44, a P/E/G ratio of 1.70 and a beta of 1.26.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating the consensus estimate 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% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, equities analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

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

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and commentators say Salesforce’s Agentforce integrations and broader “agentic AI” strategy could materially alter the bull case if they drive strong adoption and Data Cloud monetization. This is being read as a potential catalyst for revenue re-acceleration. The Bull Case For Salesforce (CRM) Could Change Following Its Agentic AI Push With Agentforce Integrations
• Positive Sentiment: Retail investor interest has surged on social platforms after a ~32% decline in share price, with some traders calling a bottom — that sentiment can increase buying pressure and support near-term rallies. After a 32% Reckoning In Shares, Investors Are Calling The Salesforce Bottom. It’s Time To Rally | CRM
• Positive Sentiment: Technical analysts note CRM is trading inside a historical support range where past rebounds occurred, making it a potential buying opportunity for value-oriented and tactical traders. Is Salesforce Stock At A Key Buying Opportunity?
• Neutral Sentiment: Market commentary on AI investing (including takes inspired by Andrew Ng) highlights the broader theme that AI apps remain underinvested — a tailwind for CRM as a major enterprise AI platform, though it’s a thematic rather than company-specific catalyst. Andrew Ng Thinks AI Apps are “Underinvested”—Here are the Stocks I’d Buy in Response
• Neutral Sentiment: Analyst pieces note the Agentic AI push could reignite growth but emphasize execution risk — meaning the long-term upside depends on adoption and measurable revenue lift from Agentforce and Data Cloud. Salesforce Bets on Agentic AI: Will It Reignite CRM’s Revenue Growth?
• Negative Sentiment: High-profile coverage (including Jim Cramer) highlights Salesforce’s seat-based model and the company’s recent struggles; combined with the >30% Y/Y share decline, those points keep downside risk and skepticism elevated until growth visibly improves. Jim Cramer Discusses Salesforce (CRM)’s Seat Model

Analysts Set New Price Targets

Several analysts have issued reports on the company. Oppenheimer cut their price target on Salesforce from $315.00 to $300.00 and set an “outperform” rating for the company in a report on Monday, December 1st. Robert W. Baird reduced their price objective on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Guggenheim restated a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. BTIG Research began coverage on Salesforce in a research note on Tuesday, December 16th. They issued a “buy” rating and a $335.00 price target for the company. Finally, Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research report 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 assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $324.51.

Insiders Place Their Bets

In other news, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total transaction of $31,598.00. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. This trade represents a 0.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk purchased 1,936 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the purchase, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have sold 143,177 shares of company stock valued at $33,714,069. Insiders own 3.00% 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.