Salesforce Inc. $CRM Shares Sold by Private Wealth Partners LLC

28 Oct 2025, 10:26 by Amy Steele · The Cerbat Gem

Private Wealth Partners LLC reduced its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.4% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 19,535 shares of the CRM provider’s stock after selling 475 shares during the quarter. Private Wealth Partners LLC’s holdings in Salesforce were worth $5,327,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in CRM. Painted Porch Advisors LLC boosted its position in shares of Salesforce by 260.0% during the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after acquiring an additional 65 shares in the last quarter. Capital A Wealth Management LLC boosted its position 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 during the period. CBIZ Investment Advisory Services LLC boosted its position 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 during the period. Abound Financial LLC acquired a new stake in shares of Salesforce in the 1st quarter valued at about $31,000. Finally, Christopher J. Hasenberg Inc boosted its position 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 during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction on Friday, October 24th. The stock was sold at an average price of $255.56, for a total transaction of $575,010.00. Following the sale, the chief executive officer owned 11,911,571 shares in the company, valued at $3,044,121,084.76. This trade represents a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders sold a total of 78,750 shares of company stock worth $19,394,393 in the last 90 days. 3.00% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. UBS Group decreased their target price on Salesforce from $300.00 to $260.00 and set a “neutral” rating for the company in a research report on Monday, August 18th. Oppenheimer decreased their target price on Salesforce from $370.00 to $315.00 and set an “outperform” rating for the company in a research report on Tuesday, August 26th. Sanford C. Bernstein decreased their target price on Salesforce from $255.00 to $221.00 and set an “underperform” rating for the company in a research report on Thursday, September 4th. Needham & Company LLC reissued a “buy” rating and issued a $400.00 target price on shares of Salesforce in a research report on Thursday, October 16th. Finally, Piper Sandler reissued an “overweight” rating and issued a $315.00 target price on shares of Salesforce in a research report on Thursday, October 16th. Twenty-five research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $325.23.

Check Out Our Latest Stock Analysis on Salesforce

Salesforce Stock Performance

NYSE CRM opened at $255.49 on Tuesday. Salesforce Inc. has a 1-year low of $226.48 and a 1-year high of $369.00. The company has a market capitalization of $243.23 billion, a P/E ratio of 37.14, a PEG ratio of 2.14 and a beta of 1.19. The business has a 50 day moving average price of $246.75 and a 200 day moving average price of $258.05. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.12 and a quick ratio of 1.12.

Salesforce (NYSE:CRM – Get Free Report) last announced its earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 EPS for the quarter, beating analysts’ consensus estimates of $2.78 by $0.13. The firm had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $10.14 billion. Salesforce had a return on equity of 13.27% and a net margin of 16.87%.Salesforce’s quarterly revenue was up 9.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $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. Sell-side analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 9th. Stockholders of record on Wednesday, September 17th were issued a dividend of $0.416 per share. The ex-dividend date was Wednesday, September 17th. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is 24.13%.

Salesforce Company Profile

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