Salesforce Inc. $CRM Shares Acquired by Fort Washington Investment Advisors Inc. OH

Fort Washington Investment Advisors Inc. OH boosted its position in Salesforce Inc. (NYSE:CRM) by 10.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 842,842 shares of the CRM provider’s stock after acquiring an additional 77,000 shares during the quarter. Salesforce accounts for 1.1% of Fort Washington Investment Advisors Inc. OH’s investment portfolio, making the stock its 20th biggest position. Fort Washington Investment Advisors Inc. OH owned 0.09% of Salesforce worth $199,754,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in CRM. Painted Porch Advisors LLC lifted its stake in shares of Salesforce by 260.0% in the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after purchasing an additional 65 shares in the last quarter. Evolution Wealth Management Inc. purchased a new position in Salesforce in the second quarter valued at approximately $27,000. CBIZ Investment Advisory Services LLC lifted its position in Salesforce by 314.8% during the first quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock valued at $30,000 after buying an additional 85 shares in the last quarter. Christopher J. Hasenberg Inc lifted its position in Salesforce by 383.3% during the second quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after buying an additional 92 shares in the last quarter. Finally, Maseco LLP purchased a new stake in Salesforce during the second quarter worth approximately $34,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce Price Performance

Shares of NYSE:CRM opened at $266.29 on Tuesday. The stock has a market capitalization of $249.51 billion, a P/E ratio of 35.55, a P/E/G ratio of 1.98 and a beta of 1.25. The business has a 50-day moving average of $249.40 and a two-hundred day moving average of $251.50. Salesforce Inc. has a fifty-two week low of $221.96 and a fifty-two week high of $367.09. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 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 business had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the prior year, the firm posted $2.41 EPS. The firm’s revenue for the quarter 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, equities research analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th will be paid a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Thursday, December 18th. Salesforce’s payout ratio is presently 22.16%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Large enterprise validation — Novartis picked Salesforce’s Agentforce Life Sciences for customer engagement, a meaningful commercial win that supports revenue/contract momentum in the healthcare vertical. Novartis Selects Salesforce’s (CRM) Agentforce Life Sciences for Customer Engagement
• Positive Sentiment: Institutional demand — the Artisan Value Fund’s recent purchase of CRM signals active asset-allocation interest from value-oriented managers, potentially supporting near-term buying pressure. Here’s what drove the Artisan Value Fund to pick Salesforce (CRM)
• Positive Sentiment: Bullish investor commentary — multiple bullish pieces argue CRM is attractively valued and positioned to benefit from agentic AI (Agentforce/Einstein), with some investors publicly increasing exposure. That narrative supports expectations for accelerating growth and margin expansion. Salesforce Strong Performance, Why I Am Buying More
• Positive Sentiment: Sentiment rebound story — MarketBeat highlights CRM among the most-downgraded-then-rebounding names, noting a confirmed price floor and analyst forecasts pointing to meaningful upside as AI momentum converts to demand. 2025’s Most Downgraded Stocks: Buy, Sell, or Hold in 2026
• Positive Sentiment: Buy-side echo — coverage from outlets arguing CRM is undervalued and an AI beneficiary (InsiderMonkey, The Motley Fool) adds to the buy-case narrative and could attract bargain hunters. Is Salesforce, Inc. (CRM) The Most Undervalued Tech Giant to Buy?
• Neutral Sentiment: Analyst/blog mentions — broad coverage (Zacks Analyst Blog picked up in The Globe & Mail) keeps CRM top-of-mind for investors but is mostly descriptive rather than catalytic. The Zacks Analyst Blog Highlights Micron, Applied Materials, Salesforce and Cisco Systems
• Neutral Sentiment: Mixed forecasts — forecasters and long-horizon price-target pieces note volatile 2025 performance, large recent swings and differing upside estimates; useful for positioning but not an immediate catalyst. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026-2030
• Negative Sentiment: Competitive caution — a Zacks comparison flags ServiceNow’s faster growth and large-deal momentum as advantages over CRM, underscoring execution risk and the need for Salesforce to convert AI momentum into durable market-share gains. Salesforce vs. ServiceNow: Which Cloud Software Stock Has the Edge?

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on CRM shares. BMO Capital Markets cut their target price on shares of Salesforce from $280.00 to $275.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Evercore ISI cut their price objective on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Guggenheim restated a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $250.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Salesforce in a report on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $326.68.

Insider Activity

In related news, CEO Marc Benioff sold 122 shares of the firm’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the transaction, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $3,085,096,889. This trade represents a 0.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction on Friday, December 5th. The shares were purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the transaction, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 164,034 shares of company stock valued at $38,889,037 in the last quarter. 3.00% of the stock is currently owned by corporate insiders.

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.