Salesforce Inc. $CRM Shares Bought by Summitry LLC

Summitry LLC increased its position in Salesforce Inc. (NYSE:CRM) by 5.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 206,820 shares of the CRM provider’s stock after acquiring an additional 10,980 shares during the period. Salesforce makes up about 2.1% of Summitry LLC’s investment portfolio, making the stock its 19th biggest position. Summitry LLC’s holdings in Salesforce were worth $49,016,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Mmbg Investment Advisors CO. raised its holdings in Salesforce by 8.2% during the third quarter. Mmbg Investment Advisors CO. now owns 79,627 shares of the CRM provider’s stock worth $18,905,000 after purchasing an additional 6,045 shares during the last quarter. M&G PLC grew its holdings in Salesforce by 481.4% in the third quarter. M&G PLC now owns 367,414 shares of the CRM provider’s stock valued at $87,077,000 after purchasing an additional 304,223 shares during the last quarter. Vanguard Group Inc. increased its position 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 valued at $21,228,624,000 after buying an additional 748,772 shares in the last quarter. Texas Yale Capital Corp. raised its stake in shares of Salesforce by 115.5% during the 3rd quarter. Texas Yale Capital Corp. now owns 9,319 shares of the CRM provider’s stock worth $2,209,000 after buying an additional 4,995 shares during the last quarter. Finally, AFT Forsyth & Company Inc. raised its stake in shares of Salesforce by 1.5% during the 3rd quarter. AFT Forsyth & Company Inc. now owns 10,234 shares of the CRM provider’s stock worth $2,426,000 after buying an additional 150 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Options market activity shows elevated bullish positioning into the company’s FQ4 earnings, suggesting traders expect an upside surprise or are hedging for volatility. What the Options Market Tells Us About Salesforce
• Positive Sentiment: Wall Street analysts are broadly constructive ahead of FQ4 2026, which supports short-term momentum and helps explain buying interest. Wall Street bullish on Salesforce (CRM) ahead of its FQ4 2026 earnings
• Positive Sentiment: Several retail/investor pieces argue the recent pullback is a buying opportunity—some investors and commentators (including a Seeking Alpha author) are actively buying the “Salesforce crash,” which can amplify demand on dips. SaaSpocalypse: Why I’m Buying The Salesforce Crash
• Positive Sentiment: Long-term bullish takes (e.g., 247WallStreet) list CRM as a top tech holding for a multi-year horizon, reinforcing buy-and-hold narratives for value/growth investors. What Is One of the Best Tech Stocks to Hold for the Next 10 Years?
• Positive Sentiment: Zacks highlights CRM as a top-ranked value stock on style scores, which can attract value-oriented flows after the pullback. Salesforce.com (CRM) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: New entrants are launching AI-native layers to run GTM workflows on top of any CRM—this is an emerging competitive/partner dynamic that could both pressure fees and spur integrations; impact is uncertain. Aurasell Launches World’s First AI-Native OS to Run Intelligent GTM Workflows on Any CRM
• Neutral Sentiment: Coverage pieces and analyst-roundup articles are dissecting whether Wall Street optimism is priced in; these pieces mostly reiterate mixed views and won’t move the stock unless they include rating changes. Analysts stay constructive on Salesforce (CRM) despite sector weakness
• Neutral Sentiment: Broad analysis on AI-driven ETF weakness asks whether the panic is overblown; this macro debate will influence sector multiples but is not specific to CRM’s near-term operations. AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?
• Negative Sentiment: Company-level cost and leadership changes tied to its AI push were reported alongside commentary that CRM returns are weak—workforce and leadership reshaping can signal execution risk and near-term disruption. Salesforce Reshapes Workforce And Leadership As AI Push Meets Weak CRM Returns
• Negative Sentiment: Coverage explaining why CRM has recently fallen notes sector-driven selling, multiple compression, and profit-taking—these are the same dynamics that can keep upside capped until catalysts arrive. Here’s Why Salesforce.com (CRM) Fell More Than Broader Market
• Negative Sentiment: Sector-level rout in software (ETF down sharply) driven by fears of AI replacing software workloads remains a headwind; broader sentiment could keep CRM under pressure even if fundamentals hold. 3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout

Insider Buying and Selling at Salesforce

In related news, Director G Mason Morfit acquired 96,000 shares of Salesforce stock in a transaction on Friday, December 5th. The shares were bought at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the purchase, the director directly owned 2,994,509 shares in the company, valued at $780,309,155.22. This trade represents a 3.31% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director directly owned 7,299 shares of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.00% of the company’s stock.

Salesforce Trading Up 2.2%

Shares of Salesforce stock opened at $189.58 on Monday. Salesforce Inc. has a fifty-two week low of $180.24 and a fifty-two week high of $329.74. The business’s fifty day moving average is $238.22 and its two-hundred day moving average is $242.31. 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 firm has a market cap of $177.63 billion, a PE ratio of 25.31, a P/E/G ratio of 1.29 and a beta of 1.27.

Salesforce (NYSE:CRM) last announced its quarterly earnings data 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 business had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter in the previous year, the business earned $2.41 earnings per share. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Dividend Announcement

The business also recently disclosed 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 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Analyst Ratings Changes

A number of equities research analysts recently commented on CRM shares. BTIG Research assumed coverage on shares of Salesforce in a research note on Tuesday, December 16th. They issued a “buy” rating and a $335.00 price objective on the stock. TD Cowen reiterated a “buy” rating on shares of Salesforce in a research report on Thursday, December 4th. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Evercore cut their price objective on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $323.57.

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.