Tlwm Boosts Stake in Salesforce Inc. $CRM

Tlwm lifted its holdings in Salesforce Inc. (NYSE:CRM) by 33.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,205 shares of the CRM provider’s stock after purchasing an additional 2,309 shares during the period. Salesforce comprises about 0.4% of Tlwm’s portfolio, making the stock its 22nd largest holding. Tlwm’s holdings in Salesforce were worth $2,182,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Thomasville National Bank increased its holdings in Salesforce by 3.4% in the 3rd quarter. Thomasville National Bank now owns 105,605 shares of the CRM provider’s stock worth $25,028,000 after acquiring an additional 3,429 shares in the last quarter. Foster Victor Wealth Advisors LLC grew its position in shares of Salesforce by 22.9% in the third quarter. Foster Victor Wealth Advisors LLC now owns 72,608 shares of the CRM provider’s stock valued at $17,452,000 after purchasing an additional 13,509 shares during the period. Douglas Lane & Associates LLC increased its stake in shares of Salesforce by 25.4% during the third quarter. Douglas Lane & Associates LLC now owns 252,728 shares of the CRM provider’s stock worth $59,897,000 after purchasing an additional 51,139 shares in the last quarter. Red Door Wealth Management LLC lifted its stake in Salesforce by 6.5% in the 3rd quarter. Red Door Wealth Management LLC now owns 26,333 shares of the CRM provider’s stock valued at $6,241,000 after buying an additional 1,606 shares in the last quarter. Finally, Brown Lisle Cummings Inc. raised its holdings in shares of Salesforce by 2.5% during the third quarter. Brown Lisle Cummings Inc. now owns 5,417 shares of the CRM provider’s stock valued at $1,284,000 after acquiring an additional 130 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In other news, insider Parker Harris sold 134,662 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the sale, the insider directly owned 139,767 shares in the company, valued at approximately $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director David Blair Kirk bought 1,936 shares of the stock in a transaction that occurred 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 purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold 173,034 shares of company stock valued at $41,097,367 in the last 90 days. Corporate insiders own 3.00% of the company’s stock.

Salesforce Trading Up 0.7%

Shares of CRM stock opened at $259.64 on Friday. Salesforce Inc. has a 1-year low of $221.96 and a 1-year high of $367.09. The firm has a market cap of $243.29 billion, a PE ratio of 34.67, a price-to-earnings-growth ratio of 1.94 and a beta of 1.25. The company has a 50-day moving average of $246.94 and a two-hundred day moving average of $251.75. 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, topping 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 for the quarter, compared to analyst estimates of $10.27 billion. During the same period in the prior year, the business posted $2.41 EPS. The business’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. On average, analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The firm 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. The ex-dividend date of this dividend is Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.6%. Salesforce’s dividend payout ratio (DPR) is presently 22.16%.

Analyst Upgrades and Downgrades

Several research firms recently commented on CRM. Oppenheimer reduced their price objective on Salesforce from $315.00 to $300.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Robert W. Baird reduced their target price on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Citizens Jmp restated a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a research report on Tuesday, December 2nd. JMP Securities reiterated a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a report on Friday, October 17th. Finally, Morgan Stanley reduced their price objective on Salesforce from $405.00 to $398.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $326.68.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Director David Blair Kirk bought 1,936 shares (22% increase to his stake), signaling insider confidence in the company’s outlook; insider purchases often reassure investors about management’s view of valuation and prospects. Read More.
• Positive Sentiment: JPMorgan argues the market is underestimating Salesforce’s AI opportunity — calling CRM “priced like a value stock” while AI-driven monetization ramps, which supports the thesis for re-rating if AI revenue acceleration materializes. Read More.
• Positive Sentiment: Salesforce agreed to acquire AI marketing firm Qualified, expanding its agentic/AI marketing stack and potentially creating cross-sell and product monetization opportunities within Marketing Cloud and Agentforce. Strategic tuck-ins can accelerate ARR and AI feature adoption. Read More.
• Positive Sentiment: BTIG initiated coverage with a Buy and $335 target (roughly ~29% upside from current levels), adding upward analyst momentum and providing buy-side validation for CRM’s AI-led rebound thesis. Read More.
• Neutral Sentiment: Salesforce remains a focus on market watchlists (Zacks note) and broader software sector recaps benchmark CRM performance; attention can boost liquidity but doesn’t change fundamentals immediately. Read More.
• Neutral Sentiment: MarketBeat/others note Salesforce’s recent EPS beat and guidance pointing to 2026 acceleration; that underpins the bullish narrative but is already partly reflected in sentiment and analyst revisions. Read More.
• Negative Sentiment: Morgan Stanley reduced its price target on CRM, a reminder that some sell-side desks remain cautious on near-term multiples and execution risk — this can temper rallies and add upside resistance until proofs of AI monetization appear. Read More.

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.