Krilogy Financial LLC Makes New $2.94 Million Investment in Salesforce Inc. $CRM

Krilogy Financial LLC bought a new position in Salesforce Inc. (NYSE:CRM) in the third quarter, HoldingsChannel reports. The fund bought 11,652 shares of the CRM provider’s stock, valued at approximately $2,944,000.

Other hedge funds have also added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new position in Salesforce in the third quarter valued at about $26,000. Evolution Wealth Management Inc. purchased a new position in Salesforce during the second quarter valued at approximately $27,000. Quaker Wealth Management LLC boosted its holdings in Salesforce by 208.6% in the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after buying an additional 242 shares during the period. Spurstone Advisory Services LLC bought a new position in shares of Salesforce in the second quarter worth about $34,000. Finally, Country Trust Bank grew its holdings in Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares in the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on CRM shares. Macquarie Infrastructure raised their price objective on Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Arete Research raised shares of Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Morgan Stanley decreased their price target on Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research note on Tuesday, December 9th. DA Davidson boosted their price objective on shares of Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $323.57.

Insiders Place Their Bets

In related news, Director G Mason Morfit bought 96,000 shares of the stock in a transaction that occurred on 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 purchase, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. This trade represents a 3.31% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, 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 sale, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.00% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Seeking Alpha argues the pullback is a value opportunity: durable SaaS moat, large RPO, double-digit subscription growth and AI monetization support a bullish 18‑month target (~$330). Salesforce: Buy The Fear In Enterprise SaaS Durability
• Positive Sentiment: MarketBeat says AI disruption fears are overblown and lists Salesforce as a top SaaS name to buy on the dip, citing analyst Buy bias, outperformance on profit metrics, and catalysts from upcoming earnings/guidance. AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
• Positive Sentiment: Reuters and strategists (e.g., JP Morgan) view the sector sell‑off as a buying opportunity created by overstated AI disruption fears—suggesting quality software names like Salesforce may recover as outlooks stabilize. AI disruption fears create buying chance in US software stocks, strategists say
• Neutral Sentiment: Barron’s highlights heavy short interest and the possibility of a short squeeze in software stocks—a technical catalyst that could produce a sharp rally even if fundamental AI concerns persist. Software Stocks Look Primed for a Short Squeeze
• Neutral Sentiment: Zacks compares CRM with peers like Intuit for value investors—useful context but not an immediate catalyst; it frames CRM relative valuation and investor appetite. CRM vs. INTU: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Yahoo reports Salesforce is reshaping workforce and leadership as the company pushes into AI while facing weaker CRM returns—operational restructuring and leadership moves increase short‑term execution risk and may pressure sentiment. Salesforce Reshapes Workforce And Leadership As AI Push Meets Weak CRM Returns
• Negative Sentiment: More than 1,400 employees have signed a letter urging CEO Marc Benioff to drop potential ICE work after a controversial joke—public employee revolt and reputational scrutiny create near‑term PR and contract risk. Salesforce employees call on CEO Benioff to cancel ICE ‘opportunities’
• Negative Sentiment: Zacks notes CRM fell more than the broader market in the latest session (sharp intraday weakness), reflecting sensitivity to the sector sell‑off and headline risk. Here’s Why Salesforce.com (CRM) Fell More Than Broader Market

Salesforce Stock Performance

Shares of Salesforce stock opened at $184.93 on Thursday. The company has a market capitalization of $173.27 billion, a PE ratio of 24.69, a P/E/G ratio of 1.32 and a beta of 1.27. The company has a 50-day simple moving average of $240.89 and a two-hundred day simple moving average of $243.60. Salesforce Inc. has a one year low of $181.81 and a one year high of $330.35. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.86 by $0.39. The business had revenue of $10.26 billion for the quarter, compared to analysts’ expectations of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company’s revenue was up 9.1% compared to the same quarter last year. During the same period last year, the business earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Research analysts expect that Salesforce Inc. will post 7.46 EPS 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 given a dividend of $0.416 per share. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce’s dividend payout ratio is presently 22.16%.

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.