OneDigital Investment Advisors LLC Sells 24,166 Shares of Salesforce Inc. $CRM

OneDigital Investment Advisors LLC cut its holdings in Salesforce Inc. (NYSE:CRM) by 65.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 13,021 shares of the CRM provider’s stock after selling 24,166 shares during the quarter. OneDigital Investment Advisors LLC’s holdings in Salesforce were worth $3,086,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in CRM. Inspire Trust Co. N.A. increased its position in Salesforce by 24.8% in the 3rd quarter. Inspire Trust Co. N.A. now owns 15,100 shares of the CRM provider’s stock valued at $3,579,000 after acquiring an additional 3,000 shares in the last quarter. Advisors Preferred LLC increased its holdings in shares of Salesforce by 20.2% in the third quarter. Advisors Preferred LLC now owns 11,900 shares of the CRM provider’s stock valued at $2,805,000 after purchasing an additional 2,000 shares in the last quarter. Lansforsakringar Fondforvaltning AB publ raised its position in Salesforce by 2.0% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 313,451 shares of the CRM provider’s stock worth $74,288,000 after purchasing an additional 6,083 shares during the last quarter. Trivest Advisors Ltd acquired a new position in Salesforce during the 3rd quarter worth $7,110,000. Finally, EDENTREE ASSET MANAGEMENT Ltd lifted its holdings in Salesforce by 55.5% during the 3rd quarter. EDENTREE ASSET MANAGEMENT Ltd now owns 56,028 shares of the CRM provider’s stock worth $13,276,000 after buying an additional 20,000 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director David Blair Kirk purchased 1,936 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the transaction, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This represents a 22.15% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total value of $31,605,171.40. Following the completion of the transaction, the insider owned 139,767 shares of the company’s stock, valued at $32,803,314.90. The trade was a 49.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Evercore lowered their target price on Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Wedbush reissued an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Thursday, December 4th. Canaccord Genuity Group restated a “buy” rating and set a $300.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. Finally, Piper Sandler dropped their price target on shares of Salesforce from $315.00 to $280.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $304.33.

Salesforce Price Performance

Shares of NYSE CRM opened at $178.00 on Tuesday. The company has a fifty day moving average price of $229.16 and a 200 day moving average price of $239.57. The firm has a market cap of $166.79 billion, a PE ratio of 23.76, a PEG ratio of 1.26 and a beta of 1.27. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $313.70.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating analysts’ consensus estimates 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%.The company’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the company posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid 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 of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce agreed to acquire Momentum, a conversational‑insights and revenue‑orchestration platform — the deal is expected to extend Agentforce 360 and Slackbot capabilities to ingest and analyze third‑party unstructured voice data, strengthening Salesforce’s AI/contact‑center stack and product monetization potential. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition
• Positive Sentiment: Analyst/industry coverage highlights a large “agentic AI” opportunity for Salesforce — pieces argue Agentforce and other AI initiatives could be a multi‑year revenue tailwind if execution and GTM scale succeed. This supports a longer‑term growth narrative even as near‑term metrics are watched closely. Salesforce: Capitalizing On The Massive Agentic AI Opportunity
• Neutral Sentiment: Options market activity shows elevated interest and provides a read on short‑term sentiment — Benzinga’s options deep dive notes concentrated positioning that can amplify moves into earnings, making volatility around the print more likely. Traders should watch skew and open interest for signals. Salesforce Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Pre‑earnings preview: Zacks notes AI/cloud demand could push Q4 revenue toward ~$11.2B and that prior cost cuts may boost EPS, but outcome hinges on product uptake and guidance for FY27 — results/guidance will likely drive the next leg of the move. Can AI and Cloud Strength Keep Salesforce’s Growth on Track in Q4?
• Negative Sentiment: Major broker price‑target cuts surfaced ahead of Q4 results, which has pressured sentiment — several firms trimmed targets, signaling lower near‑term expectations and increasing downside risk if guidance disappoints. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Coverage flags that Salesforce’s AI agent push plus related job cuts are reframing the investment story toward automation‑driven efficiency — investors may view workforce reductions and restructuring as a sign management is prioritizing margins, which can be read positively or negatively depending on growth outlook. Did Salesforce’s (CRM) AI Agent Push and Job Cuts Just Recast Its Automation-Driven Investment Narrative?
• Negative Sentiment: Insider selling was flagged in a broader report on executives exiting positions — while not definitive, increased insider sales can add to short‑term negative sentiment ahead of earnings. Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

Salesforce 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.