AI Growth Sparks Interest: Recent chatter on X about Salesforce (CRM) has been fueled by the company’s projections of reaching $60 billion in revenue by 2030, with many pointing to AI innovations as a key driver. Posts highlight optimism around new partnerships and AI platforms like Agentforce, seen as potential catalysts for future growth. Some discussions also note a recent 3-5% uptick in stock price, reflecting renewed investor confidence.
Concerns Over Slowing Growth: Despite the AI buzz, there’s notable concern on X about Salesforce’s year-to-date stock decline of around 30%, with users citing slowing growth and rising competition in the SaaS sector. Many express worries over increasing expenses from acquisitions and margin pressures as businesses cut software spending. The stock’s historical performance, including a 7.3% drop over five years despite strong fundamentals, has sparked debate on its current valuation.
Mixed Views on Valuation: Conversations on X also reveal a split in opinion, with some viewing CRM as an opportunity due to robust free cash flow and EPS growth of 34%, while others caution against over-optimism. Posts mention a P/E ratio of 22x and a shift toward profitability, with Wall Street’s growing trust in the company adding to the discussion. The varied perspectives keep the dialogue around Salesforce dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Salesforce Congressional Stock Trading
Members of Congress have traded $CRM stock 15 times in the past 6 months. Of those trades, 8 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $CRM stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/26 and 1 sale worth up to $15,000 on 09/23.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 4 purchases worth up to $60,000 on 09/03, 08/07, 06/11, 05/12 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 06/17 and 2 sales worth up to $30,000 on 07/16.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 05/22 and 1 sale worth up to $15,000 on 06/04.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Salesforce Insider Trading Activity
Salesforce insiders have traded $CRM stock on the open market 451 times in the past 6 months. Of those trades, 1 have been purchases and 450 have been sales.
Here’s a breakdown of recent trading of $CRM stock by insiders over the last 6 months:
- MARC BENIOFF (Chair and CEO) has made 0 purchases and 435 sales selling 177,750 shares for an estimated $44,556,773.
- SRINIVAS TALLAPRAGADA (Chief Eng/Cust Success Officer) has made 0 purchases and 3 sales selling 7,966 shares for an estimated $2,308,534.
- DAVID BLAIR KIRK purchased 3,400 shares for an estimated $865,827
- SABASTIAN NILES (President and CLO) has made 0 purchases and 4 sales selling 2,049 shares for an estimated $559,184.
- MIGUEL MILANO (President and CRO) has made 0 purchases and 3 sales selling 1,110 shares for an estimated $303,253.
- PARKER HARRIS (Co-Founder and CTO, Slack) has made 0 purchases and 2 sales selling 1,142 shares for an estimated $299,601.
- SUNDEEP G. REDDY (EVP & Chief Accounting Officer) has made 0 purchases and 3 sales selling 761 shares for an estimated $205,972.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Salesforce Hedge Fund Activity
We have seen 1,516 institutional investors add shares of Salesforce stock to their portfolio, and 1,323 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 9,395,611 shares (-45.2%) from their portfolio in Q2 2025, for an estimated $2,562,089,163
- JPMORGAN CHASE & CO removed 5,292,071 shares (-22.9%) from their portfolio in Q2 2025, for an estimated $1,443,094,840
- ROCKEFELLER CAPITAL MANAGEMENT L.P. removed 4,945,182 shares (-87.8%) from their portfolio in Q2 2025, for an estimated $1,348,501,679
- FMR LLC removed 4,886,490 shares (-28.1%) from their portfolio in Q2 2025, for an estimated $1,332,496,958
- CAPITAL INTERNATIONAL INVESTORS added 4,740,552 shares (+34.9%) to their portfolio in Q2 2025, for an estimated $1,292,701,124
- FISHER ASSET MANAGEMENT, LLC removed 3,824,987 shares (-47.5%) from their portfolio in Q2 2025, for an estimated $1,043,035,705
- HARRIS ASSOCIATES L P added 2,666,903 shares (+818.9%) to their portfolio in Q2 2025, for an estimated $727,237,779
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Salesforce Analyst Ratings
Wall Street analysts have issued reports on $CRM in the last several months. We have seen 16 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JMP Securities issued a "Market Outperform" rating on 10/17/2025
- Wedbush issued a "Outperform" rating on 10/16/2025
- Piper Sandler issued a "Overweight" rating on 10/16/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/16/2025
- Stifel issued a "Buy" rating on 10/09/2025
- Bernstein issued a "Underperform" rating on 09/04/2025
- Morgan Stanley issued a "Overweight" rating on 09/02/2025
To track analyst ratings and price targets for Salesforce, check out Quiver Quantitative's $CRM forecast page.
Salesforce Price Targets
Multiple analysts have issued price targets for $CRM recently. We have seen 28 analysts offer price targets for $CRM in the last 6 months, with a median target of $322.5.
Here are some recent targets:
- Patrick Walravens from JMP Securities set a target price of $430.0 on 10/17/2025
- Brent Bracelin from Piper Sandler set a target price of $315.0 on 10/16/2025
- Scott Berg from Needham set a target price of $400.0 on 10/16/2025
- Steve Koenig from Macquarie set a target price of $250.0 on 10/16/2025
- Gil Luria from DA Davidson set a target price of $225.0 on 10/16/2025
- Daniel Ives from Wedbush set a target price of $375.0 on 10/16/2025
- Matthew Vanvliet from Cantor Fitzgerald set a target price of $325.0 on 10/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
