National Bank of Canada FI Has $387.87 Million Position in Salesforce Inc. $CRM

14 Dec 2025, 09:48 by Teresa Graham · The Cerbat Gem

National Bank of Canada FI lessened its position in Salesforce Inc. (NYSE:CRM – Free Report) by 34.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,422,569 shares of the CRM provider’s stock after selling 762,258 shares during the quarter. National Bank of Canada FI owned approximately 0.15% of Salesforce worth $387,869,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the company. Parr Mcknight Wealth Management Group LLC grew its position in Salesforce by 10.2% in the second quarter. Parr Mcknight Wealth Management Group LLC now owns 7,092 shares of the CRM provider’s stock valued at $1,934,000 after purchasing an additional 657 shares in the last quarter. FORA Capital LLC grew its holdings in shares of Salesforce by 83.2% in the 2nd quarter. FORA Capital LLC now owns 40,828 shares of the CRM provider’s stock valued at $11,133,000 after acquiring an additional 18,537 shares in the last quarter. Evergreen Capital Management LLC increased its position in shares of Salesforce by 0.3% in the second quarter. Evergreen Capital Management LLC now owns 35,778 shares of the CRM provider’s stock valued at $9,771,000 after acquiring an additional 113 shares during the last quarter. MayTech Global Investments LLC raised its holdings in Salesforce by 5.6% during the second quarter. MayTech Global Investments LLC now owns 138,140 shares of the CRM provider’s stock worth $37,313,000 after acquiring an additional 7,269 shares in the last quarter. Finally, Tower Research Capital LLC TRC raised its holdings in Salesforce by 15.9% during the second quarter. Tower Research Capital LLC TRC now owns 45,272 shares of the CRM provider’s stock worth $12,345,000 after acquiring an additional 6,221 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Activity

In related news, CEO Marc Benioff sold 122 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $259.00, for a total transaction of $31,598.00. Following the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. This trade represents a 0.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director G Mason Morfit acquired 96,000 shares of the company’s stock in a transaction on Friday, December 5th. The stock was acquired at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the purchase, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders sold 177,534 shares of company stock valued at $42,194,197. 3.00% of the stock is owned by company insiders.

Salesforce Stock Down 0.0%

Salesforce stock opened at $262.34 on Friday. The company’s 50-day moving average price is $245.50 and its two-hundred day moving average price is $252.08. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market cap of $245.81 billion, a P/E ratio of 35.03, a P/E/G ratio of 1.95 and a beta of 1.25. Salesforce Inc. has a twelve month low of $221.96 and a twelve month high of $367.09.

Salesforce (NYSE:CRM – Get Free Report) last posted its earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating the consensus estimate of $2.86 by $0.39. The company had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th will be issued a dividend of $0.416 per share. The ex-dividend date of this dividend is Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.6%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on CRM shares. Mizuho set a $340.00 price target on Salesforce in a research note on Wednesday. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Truist Financial cut their price target on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating for the company in a research note on Thursday, December 4th. Stifel Nicolaus lowered their price objective on shares of Salesforce from $325.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, October 9th. Finally, Northland Capmk downgraded shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $326.46.

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