Salesforce Inc. $CRM Shares Sold by Aaron Wealth Advisors LLC

17 Sep 2025, 13:42 by Scott Moore · The Cerbat Gem

Aaron Wealth Advisors LLC trimmed its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 2.0% during the second quarter, Holdings Channel reports. The institutional investor owned 6,673 shares of the CRM provider’s stock after selling 137 shares during the period. Aaron Wealth Advisors LLC’s holdings in Salesforce were worth $1,820,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in CRM. Bernard Wealth Management Corp. acquired a new position in shares of Salesforce in the 4th quarter valued at about $25,000. Capital A Wealth Management LLC lifted its stake in shares of Salesforce by 450.0% in the 1st quarter. Capital A Wealth Management LLC now owns 110 shares of the CRM provider’s stock valued at $30,000 after purchasing an additional 90 shares in the last quarter. CBIZ Investment Advisory Services LLC lifted its stake in shares of Salesforce by 314.8% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock valued at $30,000 after purchasing an additional 85 shares in the last quarter. Abound Financial LLC acquired a new position in shares of Salesforce in the 1st quarter valued at about $31,000. Finally, Christopher J. Hasenberg Inc lifted its stake in shares of Salesforce by 383.3% in the 2nd quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after purchasing an additional 92 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Salesforce

In related news, Director David Blair Kirk bought 3,400 shares of the company’s stock in a transaction on Tuesday, September 9th. The shares were purchased at an average cost of $254.66 per share, with a total value of $865,844.00. Following the completion of the transaction, the director directly owned 3,824 shares of the company’s stock, valued at approximately $973,819.84. This represents a 801.89% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Marc Benioff sold 2,250 shares of the stock in a transaction on Monday, September 15th. The stock was sold at an average price of $242.39, for a total value of $545,377.50. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at $2,887,245,694.69. This represents a 0.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 75,077 shares of company stock worth $19,099,953 over the last ninety days. 3.00% of the stock is owned by corporate insiders.

Salesforce Stock Performance

CRM stock opened at $239.09 on Wednesday. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 0.14. The firm has a market cap of $227.61 billion, a P/E ratio of 34.75, a P/E/G ratio of 2.21 and a beta of 1.22. Salesforce Inc. has a 12-month low of $226.48 and a 12-month high of $369.00. The stock’s 50 day simple moving average is $251.97 and its 200 day simple moving average is $263.73.

Salesforce (NYSE:CRM – Get Free Report) last posted its quarterly earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.78 by $0.13. The business had revenue of $10.24 billion for the quarter, compared to analyst estimates of $10.14 billion. Salesforce had a return on equity of 13.27% and a net margin of 16.87%.The business’s revenue was up 9.8% compared to the same quarter last year. During the same period in the prior year, the company posted $2.56 EPS. 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 predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Announces Dividend

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

Analysts Set New Price Targets

Several equities analysts have recently weighed in on CRM shares. Stephens reduced their price objective on Salesforce from $311.00 to $309.00 and set an “equal weight” rating on the stock in a research note on Friday, May 30th. Bank of America reduced their price target on Salesforce from $350.00 to $325.00 and set a “buy” rating on the stock in a research report on Tuesday, August 26th. The Goldman Sachs Group boosted their price target on Salesforce from $340.00 to $385.00 and gave the stock a “buy” rating in a research report on Thursday, May 29th. Piper Sandler reduced their price target on Salesforce from $335.00 to $315.00 and set an “overweight” rating on the stock in a research report on Thursday, September 4th. Finally, Macquarie reissued a “neutral” rating and set a $290.00 price target on shares of Salesforce in a research report on Thursday, September 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Salesforce has an average rating of “Moderate Buy” and an average price target of $332.58.

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