Sage Private Wealth Group LLC Acquires 247 Shares of Salesforce Inc. $CRM

17 Oct 2025, 09:24 by Scott Moore · The Cerbat Gem

Sage Private Wealth Group LLC increased its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 12.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,228 shares of the CRM provider’s stock after acquiring an additional 247 shares during the quarter. Sage Private Wealth Group LLC’s holdings in Salesforce were worth $608,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Painted Porch Advisors LLC increased its holdings in shares of Salesforce by 260.0% during the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after purchasing an additional 65 shares during the period. 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 in the last quarter. CBIZ Investment Advisory Services LLC increased its stake in Salesforce by 314.8% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock worth $30,000 after acquiring an additional 85 shares during the period. Abound Financial LLC acquired a new position in Salesforce in the 1st quarter valued at $31,000. Finally, Christopher J. Hasenberg Inc raised its holdings in 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 acquiring an additional 92 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on CRM. Stifel Nicolaus decreased their price target on Salesforce from $325.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, October 9th. BMO Capital Markets decreased their target price on shares of Salesforce from $335.00 to $280.00 and set an “outperform” rating on the stock in a report on Thursday, September 4th. Deutsche Bank Aktiengesellschaft dropped their target price on shares of Salesforce from $400.00 to $340.00 and set a “buy” rating for the company in a research report on Thursday, September 4th. DA Davidson reiterated a “neutral” rating and set a $225.00 price target on shares of Salesforce in a research report on Thursday. Finally, Oppenheimer decreased their price objective on shares of Salesforce from $370.00 to $315.00 and set an “outperform” rating on the stock in a research note on Tuesday, August 26th. Twenty-five analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus target price of $325.23.

Check Out Our Latest Stock Report on Salesforce

Insider Activity

In other news, CEO Marc Benioff sold 2,250 shares of the business’s stock in a transaction dated Wednesday, August 13th. The stock was sold at an average price of $234.64, for a total transaction of $527,940.00. Following the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $2,794,931,019.44. The trade was a 0.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director David Blair Kirk acquired 3,400 shares of the company’s stock in a transaction that occurred on Tuesday, September 9th. The stock was acquired at an average price of $254.66 per share, with a total value of $865,844.00. Following the acquisition, the director owned 3,824 shares in the company, 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 78,750 shares of company stock valued at $19,521,495 over the last quarter. Corporate insiders own 3.00% of the company’s stock.

Salesforce Price Performance

CRM stock opened at $245.09 on Friday. The stock has a market cap of $233.33 billion, a price-to-earnings ratio of 35.62, a P/E/G ratio of 2.04 and a beta of 1.19. 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 simple moving average of $244.31 and a 200 day simple moving average of $258.05. 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 issued its earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share 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 analyst estimates of $10.14 billion. Salesforce had a net margin of 16.87% and a return on equity of 13.27%. The company’s quarterly revenue was up 9.8% on a year-over-year basis. During the same quarter last year, the business posted $2.56 earnings per share. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. Research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 9th. Shareholders of record on Wednesday, September 17th were issued 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 dividend payout ratio is presently 24.13%.

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