Foundations Investment Advisors LLC Buys 10,041 Shares of Salesforce Inc. $CRM

Foundations Investment Advisors LLC lifted its stake in Salesforce Inc. (NYSE:CRM) by 12.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 88,704 shares of the CRM provider’s stock after purchasing an additional 10,041 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Salesforce were worth $21,023,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Beverly Hills Private Wealth LLC increased its position in shares of Salesforce by 2.3% during the second quarter. Beverly Hills Private Wealth LLC now owns 1,716 shares of the CRM provider’s stock valued at $468,000 after acquiring an additional 39 shares in the last quarter. Aspire Growth Partners LLC lifted its position in Salesforce by 1.2% in the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after acquiring an additional 39 shares in the last quarter. Lifeworks Advisors LLC boosted its stake in Salesforce by 2.9% during the 2nd quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock valued at $387,000 after purchasing an additional 40 shares during the last quarter. Benchmark Financial Wealth Advisors LLC increased its holdings in shares of Salesforce by 4.4% in the 2nd quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock worth $270,000 after purchasing an additional 42 shares in the last quarter. Finally, Abacus Planning Group Inc. raised its stake in shares of Salesforce by 3.1% in the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after purchasing an additional 43 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CEO Marc Benioff sold 2,250 shares of the stock in a transaction dated Friday, October 31st. The stock was sold at an average price of $258.20, for a total transaction of $580,950.00. Following the completion of the sale, the chief executive officer owned 11,911,571 shares in the company, valued at approximately $3,075,567,632.20. This trade represents a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 140,927 shares of company stock valued at $33,146,979. Insiders own 3.00% of the company’s stock.

Salesforce Trading Down 0.2%

NYSE:CRM opened at $228.03 on Thursday. Salesforce Inc. has a one year low of $218.96 and a one year high of $360.18. The business has a fifty day moving average price of $247.30 and a 200-day moving average price of $248.09. The firm has a market capitalization of $213.66 billion, a price-to-earnings ratio of 30.44, a price-to-earnings-growth ratio of 1.70 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.

Salesforce (NYSE:CRM) last released its quarterly 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. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The business had revenue of $10.26 billion during the quarter, compared to analyst estimates of $10.27 billion. During the same quarter in the previous year, the company posted $2.41 earnings per share. Salesforce’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. Sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued 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 yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce won a potential $5.6 billion, 10?year IDIQ contract from the U.S. Army (via its national security unit) to provide AI, data analytics and modernization services — a multi?year, defense?focused revenue stream that boosts backlog visibility and expands Salesforce’s addressable market outside classic CRM. Salesforce wins $5.6B US Army contract for national security technology
• Positive Sentiment: Coverage highlights two long?horizon deals (the Army contract plus a wildfire/AI engagement), signaling a strategic pivot into mission?critical AI and government work that could drive higher?margin services and longer contract durations. This supports the company’s AI positioning and potential new revenue streams. Salesforce Deepens Defense and Wildfire AI Roles With Long-Horizon Deals
• Neutral Sentiment: Wall Street/TV commentary keeps Salesforce on investors’ radars (Jim Cramer, Barclays coverage, Zacks comparisons to Adobe). Analysts highlight AI momentum and margin improvements but the story remains mixed between long?term opportunity and near?term execution/valuation questions. Jim Cramer Discusses Salesforce (CRM)
• Neutral Sentiment: Salesforce granted ~139,574 RSUs to new employees from recent acquisitions (Apromore, Spindle AI, Informatica) — standard acquisition retention, modest dilution and a sign of integration activity. Salesforce Grants Equity Awards to Apromore, Spindle AI, and Informatica Employees
• Negative Sentiment: Technical/market sentiment remains a headwind — recent price weakness (large Y/Y drop and volatile monthly moves) and bearish chart/forecast articles are keeping short?term pressure on the stock despite the headline deals. Salesforce Inc. (NYSE: CRM) Price Prediction and Forecast 2026–2030 (February 2026)

Analyst Upgrades and Downgrades

Several research firms recently commented on CRM. Northland Securities lifted their price objective on Salesforce from $264.00 to $267.00 and gave the stock a “market perform” rating in a report on Thursday, December 4th. Barclays lifted their price target on shares of Salesforce from $330.00 to $338.00 and gave the stock an “overweight” rating in a research note on Monday, January 12th. Piper Sandler restated an “overweight” rating on shares of Salesforce in a report on Thursday, December 4th. Bank of America decreased their target price on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research note on Monday, November 17th. Finally, Mizuho set a $340.00 price target on Salesforce in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given 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, the company has an average rating of “Moderate Buy” and an average price target of $324.51.

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.