Tema Etfs LLC Makes New $4.20 Million Investment in Salesforce Inc. $CRM

Tema Etfs LLC purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 17,711 shares of the CRM provider’s stock, valued at approximately $4,198,000.

A number of other institutional investors and hedge funds have also modified their holdings of CRM. Scott & Selber Inc. raised its holdings in Salesforce by 0.7% in the 2nd quarter. Scott & Selber Inc. now owns 5,850 shares of the CRM provider’s stock worth $1,595,000 after acquiring an additional 39 shares during the period. Hanson & Doremus Investment Management grew its position in shares of Salesforce by 6.9% in the second quarter. Hanson & Doremus Investment Management now owns 607 shares of the CRM provider’s stock valued at $166,000 after purchasing an additional 39 shares during the last quarter. Beverly Hills Private Wealth LLC increased its stake in shares of Salesforce by 2.3% in the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock worth $468,000 after purchasing an additional 39 shares during the period. Lifeworks Advisors LLC lifted its position in shares of Salesforce by 2.9% during the 2nd quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after purchasing an additional 40 shares during the last quarter. Finally, BankPlus Wealth Management LLC boosted its stake in Salesforce by 1.9% during the 2nd quarter. BankPlus Wealth Management LLC now owns 2,264 shares of the CRM provider’s stock valued at $617,000 after purchasing an additional 42 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Salesforce news, CEO Marc Benioff sold 122 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total value of $31,598.00. Following the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at $3,085,096,889. This represents a 0.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the acquisition, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have sold 152,784 shares of company stock valued at $36,173,287. 3.00% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have commented on CRM. Royal Bank Of Canada lifted their price target on Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research report on Monday, January 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. Morgan Stanley cut their target price on shares of Salesforce from $405.00 to $398.00 and set an “overweight” rating for the company in a research note on Tuesday, December 9th. JMP Securities restated a “market outperform” rating and issued a $430.00 price target on shares of Salesforce in a research report on Friday, October 17th. Finally, Wedbush restated an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $327.74.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: MarketBeat highlighted five reasons to buy-and-hold CRM for 2026, arguing Salesforce has an attractive AI/cloud runway that could make it a top trade this year. MarketBeat: Five reasons to buy-and-hold CRM
• Positive Sentiment: The Motley Fool and 247WallStreet pieces both profile Salesforce as underappreciated on AI upside — suggesting the market hasn’t fully priced in its “agentic AI” roadmap or potential enterprise expansion. These narratives support a longer-term bullish case. Fool: Should you forget Palantir and buy these 2 tech stocks? 247WallSt: 2 Stocks That Don’t Have Enough AI Priced In
• Positive Sentiment: Analyst consensus remains constructive — AmericanBankingNews reports an average recommendation of “Moderate Buy.” That supports investor confidence despite recent weakness. Salesforce receives average recommendation of “Moderate Buy”
• Neutral Sentiment: Jim Cramer has Salesforce on his radar, drawing attention to the company amid sector turmoil; coverage like this can add visibility but is not a direct catalyst. Jim Cramer Discusses Salesforce (CRM)’s Business
• Neutral Sentiment: The Globe and Mail highlighted a Zacks feature that mentions Salesforce alongside Adobe as notable ideas — more media/analyst attention that reinforces the stock’s profile. Zacks Investment Ideas feature highlights: Adobe and Salesforce
• Negative Sentiment: Yahoo Finance flags that Salesforce’s AI revenue base is still small and that rising API costs could pressure margins — that raises the risk that the company’s margin story may be weaker than investors expect. Did Salesforce’s Small AI Revenue Base and Higher API Costs Just Recast Its Margin Story?
• Negative Sentiment: Zacks and other outlets emphasize CRM’s ~18–20% drop over the past year — headline pieces questioning whether the stock is still a hold add selling pressure and keep sentiment cautious. Salesforce Plunges 20% in a Year
• Negative Sentiment: Short news blurbs (MSN/headlines) noting that CRM is sinking while broader markets gain amplify the perception of underperformance versus peers. Salesforce.com (CRM) stock sinks as market gains

Salesforce Trading Down 0.2%

Shares of Salesforce stock opened at $260.03 on Monday. Salesforce Inc. has a 52-week low of $221.96 and a 52-week high of $367.09. The firm has a market capitalization of $243.65 billion, a PE ratio of 34.72, a price-to-earnings-growth ratio of 1.94 and a beta of 1.26. 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 company’s fifty day moving average price is $250.32 and its two-hundred day moving average price is $251.43.

Salesforce (NYSE:CRM) last issued 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. The business had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The firm’s revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. On average, analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is currently 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.