Foundations Investment Advisors LLC Purchases 10,041 Shares of Salesforce Inc. $CRM

Foundations Investment Advisors LLC raised its position in shares of Salesforce Inc. (NYSE:CRM) by 12.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,704 shares of the CRM provider’s stock after acquiring an additional 10,041 shares during the period. Foundations Investment Advisors LLC’s holdings in Salesforce were worth $21,023,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in Salesforce by 1.0% during the second quarter. Vanguard Group Inc. now owns 88,823,481 shares of the CRM provider’s stock valued at $24,221,275,000 after purchasing an additional 909,853 shares during the last quarter. State Street Corp raised its position in shares of Salesforce by 1.6% during the 2nd quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after buying an additional 776,300 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Salesforce by 0.6% in the 2nd quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after acquiring an additional 114,504 shares during the last quarter. Norges Bank purchased a new position in Salesforce in the second quarter worth about $2,826,049,000. Finally, Amundi increased its stake in Salesforce by 26.2% during the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after acquiring an additional 1,612,413 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Price Performance

Salesforce stock opened at $228.03 on Thursday. 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 stock has a market cap of $213.66 billion, a price-to-earnings ratio of 30.44, a price-to-earnings-growth ratio of 1.70 and a beta of 1.26. The firm has a 50-day moving average of $247.30 and a two-hundred day moving average of $248.09. Salesforce Inc. has a 1 year low of $218.96 and a 1 year high of $360.18.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (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 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 business earned $2.41 earnings per share. Salesforce’s quarterly 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, research analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current 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 given a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on CRM shares. Canaccord Genuity Group reiterated a “buy” rating and issued a $300.00 target price on shares of Salesforce in a report on Thursday, December 4th. Mizuho set a $340.00 price objective on shares of Salesforce in a research note on Wednesday, December 10th. Wall Street Zen raised shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 price target on shares of Salesforce in a research note on Thursday, December 4th. Finally, DA Davidson upped their price target on shares of Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $324.51.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce won a potential $5.6 billion, 10‑year IDIQ contract from the U.S. Army (via its national security unit) to provide AI, data analytics and modernization services — a multi‑year, defense‑focused revenue stream that boosts backlog visibility and expands Salesforce’s addressable market outside classic CRM. Salesforce wins $5.6B US Army contract for national security technology
• Positive Sentiment: Coverage highlights two long‑horizon deals (the Army contract plus a wildfire/AI engagement), signaling a strategic pivot into mission‑critical AI and government work that could drive higher‑margin services and longer contract durations. This supports the company’s AI positioning and potential new revenue streams. Salesforce Deepens Defense and Wildfire AI Roles With Long-Horizon Deals
• Neutral Sentiment: Wall Street/TV commentary keeps Salesforce on investors’ radars (Jim Cramer, Barclays coverage, Zacks comparisons to Adobe). Analysts highlight AI momentum and margin improvements but the story remains mixed between long‑term opportunity and near‑term execution/valuation questions. Jim Cramer Discusses Salesforce (CRM)
• Neutral Sentiment: Salesforce granted ~139,574 RSUs to new employees from recent acquisitions (Apromore, Spindle AI, Informatica) — standard acquisition retention, modest dilution and a sign of integration activity. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees
• Negative Sentiment: Technical/market sentiment remains a headwind — recent price weakness (large Y/Y drop and volatile monthly moves) and bearish chart/forecast articles are keeping short‑term pressure on the stock despite the headline deals. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026–2030 (February 2026)

Insider Activity at Salesforce

In other Salesforce news, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction that occurred 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 completion of the purchase, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This represents a 22.15% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Marc Benioff sold 2,250 shares of the stock in a transaction on Friday, October 31st. The shares were sold at an average price of $258.20, for a total value of $580,950.00. Following the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at $3,075,567,632.20. This trade represents a 0.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 140,927 shares of company stock valued at $33,146,979 over the last quarter. 3.00% of the stock is owned by insiders.

About Salesforce

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.