Salesforce (NYSE:CRM) Director Sells $929,259.10 in Stock

January 16, 2026 by InsiderTrades.com

Key Points

Director Neelie Kroes sold 3,893 shares of Salesforce on January 14 at an average price of $238.70 for $929,259.10, cutting her stake by 34.78% to 7,299 shares, according to the SEC filing.
Salesforce beat consensus on EPS ($3.25 vs. $2.86) for the most recent quarter with revenue of $10.26 billion (up 9.1% year‑over‑year) and set Q4 2026 guidance of $3.020–$3.040 EPS.
Market sentiment is mixed: Goldman Sachs initiated coverage with a Buy and $330 target and the average price target is about $326.50, but unusually heavy put buying and concerns that agentic AI could cannibalize SaaS revenue are adding near‑term headline risk.

Salesforce Inc. (NYSE:CRM - Get Free Report) Director Neelie Kroes sold 3,893 shares of the business's stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the transaction, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link.

Salesforce Stock Performance

The Cloud Computing ETF Every Growth Investor Should Consider

Shares of CRM stock opened at $233.30 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. The firm has a market cap of $218.60 billion, a price-to-earnings ratio of 31.15, a P/E/G ratio of 1.79 and a beta of 1.26. Salesforce Inc. has a 52 week low of $221.96 and a 52 week high of $367.09. The firm's 50-day simple moving average is $249.62 and its two-hundred day simple moving average is $250.92.

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

Salesforce Dividend Announcement

3 Stocks to Avoid as Software Sector Stumbles

The company also recently announced a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were paid a $0.416 dividend. The ex-dividend date was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.7%. Salesforce's payout ratio is presently 22.16%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Goldman Sachs initiated coverage with a Buy and $330 price target, giving institutional validation to Salesforce’s recovery/story and supporting upside vs. current levels. Goldman Sachs Assumes Coverage of Salesforce (CRM) Stock
Positive Sentiment: Salesforce is pushing Agentforce (agentic AI) into marquee use cases — World Economic Forum will use an Agentforce-powered assistant at Davos, raising visibility and enterprise validation for the platform. World Economic Forum and Salesforce Empower Global Leaders
Positive Sentiment: New commercial partnerships are expanding Agentforce’s addressable market — Viz.ai announced a real‑time clinical intelligence integration for Agentforce Life Sciences, strengthening healthcare go‑to‑market and use-case monetization. Viz.ai and Salesforce Collaborate to Transform Pharma Engagement
Positive Sentiment: Product progress: Slackbot revamp is generally available and other Agentforce commentary from analysts/covering outlets highlight potential medium‑term revenue acceleration if adoption scales. Salesforce makes revamped Slackbot generally available
Neutral Sentiment: Analyst and investor write-ups (Seeking Alpha, Zacks) argue CRM’s long‑term growth profile and discounted cash‑flow multiples remain attractive — supportive longer‑term but not a trigger for near‑term moves. Salesforce: Cheap 14x FCF Multiple And Agentforce Acceleration
Neutral Sentiment: Market‑level indicators show mixed signals (S&P futures/enterprise software momentum pieces) — macro/sector flows remain an important short‑term force. Salesforce (NYSE:CRM) S&P Futures Signal Enterprise Software Momentum
Negative Sentiment: Unusually heavy put buying: traders purchased ~157k put contracts today (well above average), a clear short‑term bearish signal and likely contributor to the intraday selloff as hedging and directional bets ramp up.
Negative Sentiment: Sector fears about agentic AI cannibalizing SaaS license revenue (Claude Code headlines) are pressuring CRM names; analysts and market pieces argue agentic agents could reduce demand for high‑margin human‑driven services. Why Salesforce stock is already down 10% this year
Negative Sentiment: Multiple media pieces question whether the pullback makes CRM a bargain or a value trap and show the stock lagging other AI/software names — sentiment and headline risk are keeping selling pressure elevated. Salesforce stock has imploded: Is it a bargain or a value trap? Salesforce lags in 2026 as software stocks react to AI concerns

Institutional Inflows and Outflows

5 AI Stocks Positioned to Win, No Matter What

Institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in Salesforce by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider's stock worth $21,228,624,000 after acquiring an additional 748,772 shares during the last quarter. State Street Corp grew its holdings in shares of Salesforce by 0.3% during the third quarter. State Street Corp now owns 49,420,657 shares of the CRM provider's stock worth $11,732,966,000 after purchasing an additional 159,739 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Salesforce by 0.6% in the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider's stock worth $5,669,224,000 after purchasing an additional 114,504 shares during the last quarter. Capital International Investors raised its stake in Salesforce by 9.4% in the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider's stock valued at $4,753,519,000 after purchasing an additional 1,729,440 shares in the last quarter. Finally, Capital World Investors lifted its position in Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider's stock valued at $4,106,255,000 after purchasing an additional 10,636,161 shares during the last quarter. Institutional investors own 80.43% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on CRM shares. Robert W. Baird lowered their price objective on Salesforce from $325.00 to $315.00 and set an "outperform" rating on the stock in a research note on Thursday, December 4th. Citigroup lowered shares of Salesforce from a "strong-buy" rating to a "hold" rating in a research report on Friday, December 5th. Cowen restated a "buy" rating on shares of Salesforce in a research note on Thursday, December 4th. Wedbush reiterated an "outperform" rating and issued a $375.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Finally, Wall Street Zen raised shares of Salesforce from a "hold" rating to a "buy" rating in a report on Friday, November 28th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $326.50.

Get Our Latest Stock Report on CRM

Salesforce Company Profile

(Get Free Report)

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.