Mutual of America Capital Management LLC reduced its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 6.5% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 106,258 shares of the CRM provider’s stock after selling 7,348 shares during the quarter. Mutual of America Capital Management LLC’s holdings in Salesforce were worth $25,183,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors have also made changes to their positions in CRM. Evolution Wealth Management Inc. bought a new position in Salesforce during the 2nd quarter worth about $27,000. Marquette Asset Management LLC purchased a new stake in shares of Salesforce in the 3rd quarter worth approximately $26,000. Spurstone Advisory Services LLC bought a new position in shares of Salesforce during the second quarter valued at approximately $34,000. Quaker Wealth Management LLC increased its holdings in Salesforce by 208.6% during the second 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 period. Finally, Country Trust Bank raised its stake in Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after buying an additional 112 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.
Insider Buying and Selling at Salesforce
In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction 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 sale, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% 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 acquired 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the purchase, the director directly owned 10,677 shares in the company, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders sold 143,177 shares of company stock worth $33,714,069. Corporate insiders own 3.00% of the company’s stock.
Wall Street Analyst Weigh In
Get Our Latest Research Report on CRM
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
Salesforce Trading Down 0.0%
NYSE CRM opened at $228.02 on Monday. Salesforce Inc. has a 12-month low of $218.96 and a 12-month high of $367.09. The company has a fifty day simple moving average of $247.54 and a two-hundred day simple moving average of $248.68. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market cap 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 – Get Free Report) last released its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the prior year, the firm earned $2.41 EPS. The firm’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. On average, analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current year.
Salesforce Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were paid a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.
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.
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