Bristlecone Advisors LLC Sells 5,561 Shares of Salesforce Inc. $CRM

29 Oct 2025, 10:36 by Teresa Graham · The Cerbat Gem

Bristlecone Advisors LLC decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 51.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 5,181 shares of the CRM provider’s stock after selling 5,561 shares during the period. Bristlecone Advisors LLC’s holdings in Salesforce were worth $1,413,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Painted Porch Advisors LLC boosted its holdings in Salesforce by 260.0% in the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Capital A Wealth Management LLC boosted its holdings in Salesforce by 450.0% in the first quarter. Capital A Wealth Management LLC now owns 110 shares of the CRM provider’s stock valued at $30,000 after acquiring an additional 90 shares in the last quarter. CBIZ Investment Advisory Services LLC boosted its holdings in Salesforce by 314.8% in the first quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock valued at $30,000 after acquiring an additional 85 shares in the last quarter. Abound Financial LLC bought a new stake in Salesforce in the first quarter valued at $31,000. Finally, Christopher J. Hasenberg Inc boosted its holdings in Salesforce by 383.3% in the second quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after acquiring an additional 92 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Insider Transactions at Salesforce

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of the business’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $247.57, for a total value of $557,032.50. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $2,948,947,632.47. The trade was a 0.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David Blair Kirk bought 3,400 shares of the firm’s stock in a transaction on Tuesday, September 9th. The stock was acquired at an average cost of $254.66 per share, with a total value of $865,844.00. Following the transaction, the director owned 3,824 shares in the company, valued at $973,819.84. The trade was a 801.89% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders sold 78,750 shares of company stock valued at $19,372,703. 3.00% of the stock is owned by insiders.

Salesforce Price Performance

CRM opened at $254.40 on Wednesday. The stock has a 50-day moving average price of $246.93 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. The firm has a market cap of $242.19 billion, a PE ratio of 36.98, a P/E/G ratio of 2.14 and a beta of 1.19. Salesforce Inc. has a 1 year low of $226.48 and a 1 year high of $369.00.

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, topping the consensus estimate of $2.78 by $0.13. The firm had revenue of $10.24 billion during 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%.Salesforce’s quarterly revenue was up 9.8% compared to the same quarter last year. During the same quarter in the previous 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 predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm 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. The ex-dividend date of this dividend was Wednesday, September 17th. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. Salesforce’s payout ratio is 24.13%.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. UBS Group cut their price target on shares of Salesforce from $300.00 to $260.00 and set a “neutral” rating on the stock in a report on Monday, August 18th. Piper Sandler reissued an “overweight” rating and set a $315.00 price objective on shares of Salesforce in a research report on Thursday, October 16th. BMO Capital Markets lowered their price objective on Salesforce from $335.00 to $280.00 and set an “outperform” rating for the company in a research report on Thursday, September 4th. Robert W. Baird lowered their price objective on Salesforce from $365.00 to $325.00 and set an “outperform” rating for the company in a research report on Thursday, September 4th. Finally, Needham & Company LLC reissued a “buy” rating and set a $400.00 price objective on shares of Salesforce in a research report on Thursday, October 16th. Twenty-five equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus target price of $325.23.

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