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

24 Oct 2025, 10:52 by Jessica Moore · The Cerbat Gem

FSM Wealth Advisors LLC lessened its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 4.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,381 shares of the CRM provider’s stock after selling 69 shares during the period. FSM Wealth Advisors LLC’s holdings in Salesforce were worth $373,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Painted Porch Advisors LLC increased its holdings in shares of Salesforce by 260.0% in the 2nd quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock valued at $25,000 after purchasing an additional 65 shares in the last quarter. Capital A Wealth Management LLC grew its position in Salesforce by 450.0% during the first quarter. Capital A Wealth Management LLC now owns 110 shares of the CRM provider’s stock worth $30,000 after buying an additional 90 shares during the period. CBIZ Investment Advisory Services LLC lifted its position in shares of Salesforce by 314.8% during the 1st 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 during the period. Abound Financial LLC purchased a new stake in shares of Salesforce during the 1st quarter worth approximately $31,000. Finally, Christopher J. Hasenberg Inc grew its holdings 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 worth $32,000 after acquiring an additional 92 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In related news, CEO Marc Benioff sold 2,250 shares of Salesforce stock in a transaction on Wednesday, August 20th. The stock was sold at an average price of $246.07, for a total value of $553,657.50. Following the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at approximately $2,931,080,275.97. This trade represents a 0.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Blair Kirk purchased 3,400 shares of the company’s stock in a transaction on Tuesday, September 9th. The shares were purchased at an average price of $254.66 per share, with a total value of $865,844.00. Following the completion of the purchase, the director directly owned 3,824 shares of the company’s stock, valued at $973,819.84. The trade was a 801.89% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders sold a total of 78,750 shares of company stock worth $19,424,880 over the last ninety days. Corporate insiders own 3.00% of the company’s stock.

Salesforce Trading Down 0.6%

NYSE CRM opened at $255.10 on Friday. The company has a market cap of $242.86 billion, a P/E ratio of 37.08, a P/E/G ratio of 2.15 and a beta of 1.19. Salesforce Inc. has a 12 month low of $226.48 and a 12 month high of $369.00. 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 company has a 50-day moving average of $246.28 and a 200-day moving average of $257.99.

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

Salesforce Dividend Announcement

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

Analysts Set New Price Targets

CRM has been the topic of a number of research analyst reports. Piper Sandler reiterated an “overweight” rating and set a $315.00 target price on shares of Salesforce in a research report on Thursday, October 16th. Wall Street Zen raised shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Stifel Nicolaus dropped their target price on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, October 9th. Oppenheimer cut their target price on shares of Salesforce from $370.00 to $315.00 and set an “outperform” rating for the company in a research report on Tuesday, August 26th. Finally, Northland Securities cut shares of Salesforce from an “outperform” rating to a “market perform” rating and set a $264.00 price objective for the company. in a research note on Tuesday, October 14th. Twenty-five equities 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $325.23.

Get Our Latest Report on CRM

About Salesforce

(Free Report)