Salesforce Inc. $CRM Shares Sold by RWA Wealth Partners LLC

RWA Wealth Partners LLC trimmed its position in Salesforce Inc. (NYSE:CRM) by 30.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,613 shares of the CRM provider’s stock after selling 21,272 shares during the quarter. RWA Wealth Partners LLC’s holdings in Salesforce were worth $11,758,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Marquette Asset Management LLC purchased a new position in Salesforce in the third quarter valued at approximately $26,000. Evolution Wealth Management Inc. acquired a new stake in shares of Salesforce in the second quarter worth $27,000. Quaker Wealth Management LLC raised its stake in shares of Salesforce by 208.6% in the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after acquiring an additional 242 shares during the period. Spurstone Advisory Services LLC purchased a new stake in Salesforce during the 2nd quarter worth $34,000. Finally, Country Trust Bank increased its holdings in Salesforce by 658.8% in the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after purchasing an additional 112 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company bolstering AI capabilities via the Momentum acquisition, which expands conversational/unstructured data ingestion for Agentforce and Slackbot — a strategic move that supports longer‑term revenue and product differentiation. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition
• Positive Sentiment: New partner implementations (Navatar launching an AI CRM operating model on Salesforce for alternative‑asset managers) demonstrate platform demand and third‑party ecosystem traction. Navatar Launches AI-Powered CRM Operating Model On Salesforce
• Positive Sentiment: Some sell‑side bulls (e.g., Wedbush reaffirming an outperform/ high $375 PT) highlight a view that recent AI‑led weakness is overdone and present a buying opportunity for long‑term investors. Wedbush Reaffirms Outperform on CRM
• Neutral Sentiment: Q4 earnings are due after the close today — previews show mixed expectations: modest revenue growth offset by margin/efficiency improvements and potential for a sizable post‑earnings move. Event risk is the immediate catalyst. Salesforce Gears Up For Q4 Print
• Neutral Sentiment: Broader software sector relief rallies tied to Anthropic/AI headlines have buoyed peers and helped lift sentiment toward CRM, but these are macro drivers rather than company‑specific proof points. US software stocks climb as Anthropic announcement sparks relief rally
• Negative Sentiment: Analyst downgrades and negative notes have pressured the stock — a downgrade cited in the press knocked shares lower and amplified selling into earnings. Salesforce Shares Down Following Analyst Downgrade
• Negative Sentiment: Follow‑on coverage reports the downgrade pushed CRM to a new 52‑week low, increasing headline risk and short‑term technical pressure. Salesforce Hits New 52-Week Low Following Analyst Downgrade
• Negative Sentiment: Several firms have trimmed price targets ahead of earnings, underscoring skepticism on near‑term growth and valuation — a catalyst for continued analyst‑driven volatility. Big Salesforce Price Target Cuts Ahead of Q4 Earnings

Insider Buying and Selling

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

Salesforce Stock Performance

CRM stock opened at $185.64 on Wednesday. The stock’s 50 day simple moving average is $227.77 and its 200 day simple moving average is $239.19. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $313.70. The firm has a market cap of $173.95 billion, a P/E ratio of 24.79, a P/E/G ratio of 1.22 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 (NYSE:CRM) last released its 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. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the previous year, the firm earned $2.41 earnings per share. The firm’s revenue for the quarter 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 predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a $0.416 dividend. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Analysts Set New Price Targets

A number of brokerages have commented on CRM. Jefferies Financial Group cut their price objective on shares of Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a report on Monday. DA Davidson increased their price target on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Macquarie Infrastructure lifted their price objective on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Arete Research upgraded Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, BMO Capital Markets dropped their price target on shares of Salesforce from $275.00 to $235.00 and set an “outperform” rating for the company in a research note on Friday, February 20th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $301.56.

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.