Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Lowers Stock Position in Salesforce Inc. $CRM

Posted by Logan Wallace on Jan 12th, 2026

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA reduced its position in Salesforce Inc. (NYSE:CRM – Free Report) by 35.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 204,136 shares of the CRM provider’s stock after selling 113,965 shares during the quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Salesforce were worth $52,065,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Salesforce during the 2nd quarter worth approximately $2,826,049,000. Laurel Wealth Advisors LLC lifted its position in Salesforce by 27,361.5% during the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after buying an additional 3,411,700 shares in the last quarter. Acadian Asset Management LLC grew its stake in Salesforce by 1,729.6% during the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock worth $538,020,000 after buying an additional 1,865,297 shares during the period. Amundi increased its position in shares of Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after acquiring an additional 1,612,413 shares in the last quarter. Finally, Schroder Investment Management Group raised its stake in shares of Salesforce by 45.8% in the 2nd quarter. Schroder Investment Management Group now owns 3,931,945 shares of the CRM provider’s stock valued at $1,072,202,000 after acquiring an additional 1,234,969 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce Price Performance

Shares of CRM opened at $260.03 on Monday. The stock has a 50 day moving average of $250.32 and a 200-day moving average of $251.43. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. The firm has a market cap of $243.65 billion, a price-to-earnings ratio of 34.72, a PEG ratio of 1.94 and a beta of 1.26. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM – Get Free Report) last issued its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company had revenue of $10.26 billion for the quarter, compared to analysts’ expectations of $10.27 billion. During the same period in the prior year, the company earned $2.41 earnings per share. The firm’s revenue was up 9.1% compared to the same quarter last year. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were given a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Thursday, December 18th. Salesforce’s dividend payout ratio is presently 22.16%.

Key Stories 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

Analyst Ratings Changes

A number of brokerages recently weighed in on CRM. Royal Bank Of Canada upped their price target on shares of Salesforce from $250.00 to $290.00 and gave the stock a “sector perform” rating in a research report on Monday, January 5th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. Evercore ISI dropped their target price on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Macquarie boosted their price target on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research report on Thursday, December 4th. Finally, Wedbush reiterated an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $327.74.

Get Our Latest Stock Analysis on CRM

Insider Buying and Selling

In other news, Director David Blair Kirk purchased 1,936 shares of Salesforce stock in a transaction dated Wednesday, December 17th. The stock was bought at an average price 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 in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Marc Benioff sold 122 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $259.00, for a total transaction of $31,598.00. Following the completion of the sale, 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 SEC filing for this sale provides additional information. In the last 90 days, insiders sold 152,784 shares of company stock worth $36,173,287. Company insiders own 3.00% of the company’s stock.

About Salesforce

(Free Report)

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.