Tred Avon Family Wealth LLC Invests $1.24 Million in Salesforce Inc. $CRM

Tred Avon Family Wealth LLC bought a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 3rd quarter, Holdings Channel.com reports. The firm bought 5,232 shares of the CRM provider’s stock, valued at approximately $1,240,000.

Several other institutional investors have also added to or reduced their stakes in the business. Sierra Legacy Group increased its stake in shares of Salesforce by 73.6% in the 3rd quarter. Sierra Legacy Group now owns 4,806 shares of the CRM provider’s stock worth $1,139,000 after purchasing an additional 2,037 shares in the last quarter. CFC Planning Co LLC grew its holdings in Salesforce by 5.1% during the third quarter. CFC Planning Co LLC now owns 10,527 shares of the CRM provider’s stock valued at $2,495,000 after purchasing an additional 513 shares during the period. Resonant Capital Advisors LLC increased its position in Salesforce by 10.9% in the third quarter. Resonant Capital Advisors LLC now owns 10,538 shares of the CRM provider’s stock worth $2,501,000 after buying an additional 1,040 shares in the last quarter. LJI Wealth Management LLC lifted its position in shares of Salesforce by 3.0% during the 3rd quarter. LJI Wealth Management LLC now owns 1,783 shares of the CRM provider’s stock valued at $423,000 after buying an additional 52 shares in the last quarter. Finally, Meitav Investment House Ltd. grew its stake in shares of Salesforce by 6.6% during the 3rd quarter. Meitav Investment House Ltd. now owns 222,741 shares of the CRM provider’s stock valued at $52,752,000 after acquiring an additional 13,700 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Salesforce news, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total transaction of $31,598.00. Following the completion of the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at $3,085,096,889. The trade was a 0.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director G Mason Morfit bought 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the purchase, the director 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 position. The disclosure for this purchase is available in the SEC filing. Insiders sold 152,177 shares of company stock valued at $36,015,774 over the last 90 days. 3.00% of the stock is currently owned by insiders.

Salesforce Stock Performance

Shares of NYSE:CRM opened at $227.10 on Friday. The firm has a fifty day simple moving average of $249.36 and a two-hundred day simple moving average of $250.45. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market capitalization of $212.79 billion, a P/E ratio of 30.32, a PEG ratio of 1.69 and a beta of 1.26.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.39. The firm 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 business’s revenue was up 9.1% compared to the same quarter last year. During the same period in the prior year, the company 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 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Investors of record on Thursday, December 18th were issued a dividend of $0.416 per share. This represents a $1.66 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Mizuho set a $340.00 target price on shares of Salesforce in a research note on Wednesday, December 10th. Evercore ISI lowered their target price on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. BTIG Research initiated coverage on Salesforce in a research note on Tuesday, December 16th. They issued a “buy” rating and a $335.00 price target for the company. DA Davidson boosted their price objective on Salesforce from $225.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Finally, Bank of America cut their target price on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Monday, November 17th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and an average price target of $324.51.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise validation for Agentforce — World Economic Forum will use an Agentforce‑powered assistant at Davos, boosting visibility for Salesforce’s agentic platform and enterprise adoption case. World Economic Forum and Salesforce Empower Global Leaders
• Positive Sentiment: Commercial expansion in healthcare — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, which can increase addressable market and use‑case monetization if adoption scales. Viz.ai and Salesforce Collaborate
• Positive Sentiment: Product traction and bullish commentary — Slackbot revamp is generally available and on‑air analysts/guests (Phil Palumbo) call Salesforce “nothing broken” about its business at a discounted price, supporting a recovery narrative. Salesforce makes revamped Slackbot generally available Palumbo video
• Neutral Sentiment: Large institutional holders remain heavily invested (Vanguard, State Street, etc.), which provides ownership stability but is not an immediate catalyst.
• Neutral Sentiment: Analyst and valuation write‑ups note attractive long‑term cash‑flow multiples and Agentforce upside; useful for longer‑term investors but not a short‑term trigger. Seeking Alpha piece
• Negative Sentiment: Unusually heavy put buying — roughly 157k put contracts traded (about +144% vs. normal), a direct bearish signal that likely amplified selling and hedging flows intraday.
• Negative Sentiment: Insider selling — Director Neelie Kroes sold ~3,893 shares (~$929k) on Jan. 14; insider sales often add short‑term pressure even when not indicative of company fundamentals. SEC Form 4
• Negative Sentiment: Sector/AI fears — coverage and headlines (e.g., “Claude Code” and MarketBeat pieces) argue agentic AI could cannibalize high‑margin human‑driven SaaS revenue, fueling sentiment that CRM names may lose licensing growth. AOL: Why Salesforce stock is already down MarketBeat: 3 Stocks to Avoid

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.