Souders Financial Advisors Reduces Stock Position in Salesforce Inc. $CRM

06 Nov 2025, 07:58 by Jessica Moore · The Cerbat Gem

Souders Financial Advisors reduced its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 47.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,655 shares of the CRM provider’s stock after selling 3,258 shares during the period. Souders Financial Advisors’ holdings in Salesforce were worth $997,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of CRM. Brighton Jones LLC boosted its holdings in shares of Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC lifted its holdings in Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares during the period. New Insight Wealth Advisors lifted its holdings in Salesforce by 5.1% in the first quarter. New Insight Wealth Advisors now owns 3,729 shares of the CRM provider’s stock worth $1,001,000 after buying an additional 182 shares during the period. Finally, Silphium Asset Management Ltd lifted its holdings in Salesforce by 75.9% in the first quarter. Silphium Asset Management Ltd now owns 13,195 shares of the CRM provider’s stock worth $3,541,000 after buying an additional 5,695 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Price Performance

Shares of CRM opened at $252.82 on Thursday. The company has a market capitalization of $240.68 billion, a P/E ratio of 36.75, a price-to-earnings-growth ratio of 2.11 and a beta of 1.19. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.14. The firm has a 50 day moving average of $248.05 and a 200 day moving average of $258.26. Salesforce Inc. has a twelve month low of $226.48 and a twelve month high of $369.00.

Salesforce (NYSE:CRM – Get Free Report) last announced its quarterly earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share for the quarter, beating the consensus estimate of $2.78 by $0.13. Salesforce had a net margin of 16.87% and a return on equity of 13.27%. The company had revenue of $10.24 billion during the quarter, compared to the consensus estimate of $10.14 billion. During the same quarter last year, the firm earned $2.56 earnings per share. The firm’s quarterly revenue was up 9.8% compared to the same quarter last year. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. As a group, equities research analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 9th. Shareholders of record on Wednesday, September 17th were given a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Wednesday, September 17th. Salesforce’s payout ratio is 24.13%.

Insider Buying and Selling

In other Salesforce news, CEO Marc Benioff sold 122 shares of Salesforce stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $259.00, for a total value of $31,598.00. Following the completion of the sale, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. The trade was a 0.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Over the last ninety days, insiders have sold 76,622 shares of company stock valued at $18,858,631. Insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on CRM. Morgan Stanley raised their price objective on shares of Salesforce from $404.00 to $405.00 and gave the stock an “overweight” rating in a report on Tuesday, September 2nd. Canaccord Genuity Group lowered their price objective on shares of Salesforce from $350.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, September 4th. UBS Group lowered their price objective on shares of Salesforce from $300.00 to $260.00 and set a “neutral” rating for the company in a report on Monday, August 18th. JPMorgan Chase & Co. lowered their price objective on shares of Salesforce from $380.00 to $365.00 and set an “overweight” rating for the company in a report on Thursday, September 4th. Finally, Barclays lowered their price objective on shares of Salesforce from $347.00 to $316.00 and set an “overweight” rating for the company in a report on Monday, August 18th. Twenty-five equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $325.23.

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