<div id="readability-page-1"><p>Patriot Financial Group Insurance Agency LLC lowered its position in  Salesforce Inc. (NYSE:CRM - Free Report) by 65.0% during the third quarter, according to its most recent filing with the SEC. The firm owned 2,058 shares of the CRM provider's stock after selling 3,818 shares during the period. Patriot Financial Group Insurance Agency LLC's holdings in Salesforce were worth $488,000 as of its most recent filing with the SEC.</p><ul><li>5 Stocks Set to Start Strong in January and Lead Through 2026</li></ul><p>Several other large investors also recently modified their holdings of CRM. Norges Bank bought a new stake in  Salesforce during the second quarter valued at $2,826,049,000.  Laurel Wealth Advisors LLC raised its position in shares of  Salesforce by 27,361.5% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider's stock worth $933,737,000 after acquiring an additional 3,411,700 shares in the last quarter.  Acadian Asset Management LLC lifted its stake in shares of  Salesforce by 1,729.6% in the 2nd quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider's stock valued at $538,020,000 after purchasing an additional 1,865,297 shares during the period.  Longview Partners Guernsey LTD bought a new stake in shares of  Salesforce during the 1st quarter valued at about $467,944,000.  Finally, Amundi grew its stake in  Salesforce by 26.2% during the second quarter. Amundi now owns 7,755,317 shares of the CRM provider's stock worth $2,087,545,000 after purchasing an additional 1,612,413 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds. </p><h2>Insider Activity at Salesforce</h2><p>In related news, Director G Mason Morfit purchased 96,000 shares of the stock in a transaction that occurred on Friday, December 5th. The stock was acquired at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the transaction, the director owned 2,994,509 shares of the company's stock, valued at $780,309,155.22. This represents a 3.31% increase in their position. The purchase was disclosed in a document filed with the Securities &amp; Exchange Commission, which can be accessed through the SEC website. Also, insider Parker Harris sold 134,662 shares of Salesforce stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the transaction, the insider directly owned 139,767 shares in the company, valued at $32,803,314.90. This represents a 49.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 173,034 shares of company stock valued at $41,097,367 over the last 90 days. Insiders own  3.00% of the company's stock. </p><h2>Key Stores Impacting Salesforce</h2><ul><li>3 Insider Moves You Shouldn’t Ignore Heading Into 2026</li></ul><p>Here are the key news stories impacting Salesforce this week:</p><ul>   <li><span>Positive Sentiment: </span>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.</li>    <li><span>Positive Sentiment: </span>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.</li>    <li><span>Positive Sentiment: </span>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.</li>    <li><span>Positive Sentiment: </span>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.</li>    <li><span>Neutral Sentiment: </span>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.</li>    <li><span>Neutral Sentiment: </span>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.</li>    <li><span>Negative Sentiment: </span>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.</li> </ul><h2>Salesforce Stock Performance</h2><p>CRM 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 company has a market cap of $243.29 billion, a price-to-earnings ratio of 34.67, a PEG ratio of 1.94 and a beta of 1.25. The company's fifty day moving average price is $246.94 and its two-hundred day moving average price is $251.75. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. </p><ul><li>Oracle Stock Hit Hard: Why Its AI Pipeline Could Drive a 2026 Rally</li></ul><p>Salesforce (NYSE:CRM - Get Free Report) last posted its earnings results 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 company had revenue of $10.26 billion during the quarter, compared to the consensus estimate of $10.27 billion. During the same period in the previous year, the firm posted $2.41 earnings per share. The firm'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.  On average, analysts expect that  Salesforce Inc. will post 7.46 EPS for the current fiscal year. </p><h2>Salesforce Announces Dividend</h2><p>The business also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th will be issued a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Thursday, December 18th. Salesforce's dividend payout ratio (DPR) is currently 22.16%. </p><h2>Analyst Ratings Changes</h2><p>A number of equities research analysts have weighed in on the company. Cowen  reiterated a &#34;buy&#34; rating on shares of Salesforce in a report on Thursday, December 4th. Needham &amp; Company LLC  reaffirmed a &#34;buy&#34; rating and set a $400.00 price objective on shares of Salesforce in a research report on Thursday, December 4th. Macquarie lifted their price objective on shares of Salesforce from $250.00 to $265.00 and gave the company a &#34;neutral&#34; rating in a research note on Thursday, December 4th. Truist Financial cut their target price on shares of Salesforce from $400.00 to $380.00 and set a &#34;buy&#34; rating on the stock in a research note on Thursday, December 4th. Finally, Deutsche Bank Aktiengesellschaft raised their price target on shares of Salesforce from $340.00 to $360.00 and gave the stock a &#34;buy&#34; rating in a report on Thursday, December 4th. One equities research analyst  has rated the stock with a Strong Buy rating, twenty-nine have assigned  a Buy rating, thirteen have issued  a Hold rating and one  has assigned  a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of &#34;Moderate Buy&#34; and a consensus price target of $326.68.</p><p><b>Get Our Latest Stock Report on Salesforce</b></p><h2>Salesforce Profile</h2> (Free Report)<p>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.  </p><p>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.</p><h2>Read More</h2><ul><li>Five stocks we like better than Salesforce</li><li>3 Warren Buffett Stocks to Buy Now</li><li>These 3 Banks Are Rallying Into Year-End, But Will It Continue?</li><li>What is the Shanghai Stock Exchange Composite Index?</li><li>3 Surging Stocks Just Got the Ultimate Stamp of Approval From the S&amp;P 500</li><li>Following Congress Stock Trades</li><li>This ETF Caught a Major Tailwind After the Fed’s Rate Cut</li></ul><p><strong>Want to see what other hedge funds are holding CRM?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Salesforce Inc. (NYSE:CRM - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUNSTQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUNSTQ"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Salesforce Right Now?</h2><p>Before you consider Salesforce, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Salesforce wasn't on the list.</p><p>While Salesforce currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

<p>Patriot Financial Group Insurance Agency LLC reduced its stake in Salesforce Inc. by 65% in Q3, selling 3,818 shares. Insider activities include Director G Mason Morfit buying 96,000 shares and insider Parker Harris selling 134,662 shares. Salesforce's stock performance is influenced by insider confidence, AI opportunities, and strategic acquisitions. Analysts have mixed sentiments, with BTIG initiating coverage with a Buy rating and Morgan Stanley reducing its price target.</p>

Patriot Financial Group Insurance Agency LLC Sells 3,818 Shares of Salesforce Inc. $CRM