Salesforce Inc. $CRM Position Lifted by NEOS Investment Management LLC

NEOS Investment Management LLC raised its stake in Salesforce Inc. (NYSE:CRM) by 50.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 116,874 shares of the CRM provider’s stock after purchasing an additional 38,963 shares during the period. NEOS Investment Management LLC’s holdings in Salesforce were worth $27,699,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of CRM. Brighton Jones LLC lifted its position in shares of Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after buying an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC raised its holdings in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank boosted its position in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after purchasing an additional 500 shares during the period. Institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In related news, Director G Mason Morfit purchased 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The stock was bought at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the transaction, the director owned 2,994,509 shares in the company, valued at $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director David Blair Kirk bought 1,936 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the purchase, the director owned 10,677 shares in the company, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

CRM has been the subject of several recent research reports. 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. Sanford C. Bernstein reissued an “underperform” rating on shares of Salesforce in a research report on Thursday, December 4th. Macquarie Infrastructure increased their price objective on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. Finally, TD Cowen reissued a “buy” rating on shares of Salesforce in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $323.57.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MSN reports Salesforce has strengthened its outlook by leaning into AI and closing large deals that underscore enterprise demand for its AI-native CRM stack. This reinforces management’s narrative that AI is a growth driver, not just a risk. Salesforce Inc (CRM) strengthens outlook with AI and big deals
• Positive Sentiment: MarketBeat argues analysts view the sell-off as overdone and highlight upside (15%–70% range across targets). Institutional accumulation and re-inclusion in AI-focused ETFs are cited as technical/supportive factors that could sustain a rebound. Why Analysts Still See Big Upside in Salesforce After the SaaS Scare
• Positive Sentiment: Seeking Alpha emphasizes the “SaaS apocalypse” narrative is overblown and highlights Agentforce adoption (reported ~$550M ARR, ~18k customers) as proof Salesforce can monetize AI and deepen multi-cloud deals. That bolsters the thesis that AI augments subscription revenue rather than destroys it. Salesforce Isn’t Going Anywhere. The SaaS Apocalypse Is Overdone
• Positive Sentiment: Zacks profiles Salesforce as a strong growth stock under several style-score frameworks, supporting the buy case for growth/momentum investors. Here’s Why Salesforce.com (CRM) is a Strong Growth Stock
• Positive Sentiment: Partner/market validation: recent press releases from CRMIT and KPIT launching AI/industry solutions on Salesforce’s platform show ecosystem adoption and drive higher ARPU potential for customers embedding Salesforce AI. CRMIT Solutions Launches Case InsAIghts on Salesforce AgentExchange KPIT launches VRM on Salesforce
• Neutral Sentiment: MarketBeat’s roundup of “5 software stocks” frames the sector sell-off as a valuation reset: Salesforce’s multiple looks cheaper, but the piece also reminds investors the sector remains volatile as AI adoption and monetization timing are uncertain. 5 Software Stocks That Look Too Cheap to Ignore (CRM)
• Neutral Sentiment: Yahoo and other outlets flag Feb. 25 as an important date (Q4 fiscal 2026 results/guidance) — a potential catalyst that could either validate the bullish narrative (AI-driven acceleration) or re-test the sell-off thesis. Dear Salesforce Stock Fans, Mark Your Calendars for February 25
• Neutral Sentiment: MSN and other post-earnings commentary debate buy/hold/sell following Q3 results — consensus is mixed but leans toward buy-on-dip if guidance and Agentforce uptake show clear traction. Salesforce (CRM): Buy, sell, or hold post Q3 earnings?

Salesforce Price Performance

Shares of CRM opened at $189.58 on Tuesday. The business has a 50-day moving average of $236.82 and a 200-day moving average of $241.82. Salesforce Inc. has a 1 year low of $180.24 and a 1 year high of $329.74. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The company has a market capitalization of $177.63 billion, a price-to-earnings ratio of 25.31, a price-to-earnings-growth ratio of 1.29 and a beta of 1.27.

Salesforce (NYSE:CRM) last posted its quarterly 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 net margin of 17.91% and a return on equity of 14.41%. The business 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 posted $2.41 EPS. Salesforce’s revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, equities research analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

The firm also recently disclosed 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 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is currently 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.