SaaS sector pressures: Social media buzz around Salesforce stock has intensified amid a broader selloff in software names, with shares down sharply year-to-date on fears of AI disruption. Investors highlight multiple compression and question growth sustainability, yet several voices point to resilient fundamentals like strong free cash flow and subscription revenue as reasons for optimism.
Analyst buy calls: Prominent discussions reference major banks like Deutsche Bank labeling CRM a compelling buy, citing GenAI resilience and attractive valuations on GAAP EPS and FCF metrics. Macquarie also expresses bullishness on infrastructure software plays including Salesforce, amid enterprise AI adoption trends.
Trading and opportunity sentiment: Traders share wins from options plays on the dip, while articles tout the crash as a buying opportunity despite macro headwinds. Overall tone leans toward viewing the pullback as overdone, with AI agent growth and large contracts underscoring long-term strength.
Note: This discussion summary was generated from an AI condensation of post data.
Salesforce Insider Trading Activity
Salesforce insiders have traded $CRM stock on the open market 327 times in the past 6 months. Of those trades, 3 have been purchases and 324 have been sales.
Here’s a breakdown of recent trading of $CRM stock by insiders over the last 6 months:
- PARKER HARRIS (Co-Founder and CTO, Slack) has made 0 purchases and 5 sales selling 134,662 shares for an estimated $31,605,031.
- MARC BENIOFF (Chair and CEO) has made 0 purchases and 318 sales selling 123,872 shares for an estimated $30,599,485.
- G MASON MORFIT purchased 96,000 shares for an estimated $25,015,680
- DAVID BLAIR KIRK has made 2 purchases buying 5,336 shares for an estimated $1,366,549 and 0 sales.
- NEELIE KROES sold 3,893 shares for an estimated $929,275
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Salesforce Revenue
Salesforce had revenues of $10.3B in Q3 2026. This is an increase of 8.63% from the same period in the prior year.
You can track CRM financials on Quiver Quantitative's CRM stock page.
Salesforce Congressional Stock Trading
Members of Congress have traded $CRM stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CRM stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/29, 09/03 and 0 sales.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 12/16.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 11/13.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Salesforce Hedge Fund Activity
We have seen 1,319 institutional investors add shares of Salesforce stock to their portfolio, and 1,607 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 25,418,477 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $6,733,608,742
- SANDERS CAPITAL, LLC added 8,615,819 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,282,416,611
- JPMORGAN CHASE & CO removed 6,496,920 shares (-49.8%) from their portfolio in Q4 2025, for an estimated $1,721,099,077
- WELLINGTON MANAGEMENT GROUP LLP removed 5,283,162 shares (-85.2%) from their portfolio in Q3 2025, for an estimated $1,252,109,394
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 4,803,672 shares (+698.2%) to their portfolio in Q3 2025, for an estimated $1,138,470,264
- HARRIS ASSOCIATES L P added 4,053,994 shares (+135.5%) to their portfolio in Q3 2025, for an estimated $960,796,578
- CARDANO RISK MANAGEMENT B.V. added 3,504,605 shares (+924.7%) to their portfolio in Q4 2025, for an estimated $928,404,910
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 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 02/03/2026
- BTIG issued a "Buy" rating on 12/17/2025
- Citizens issued a "Market Outperform" rating on 12/04/2025
- Baird issued a "Outperform" rating on 12/04/2025
- Wedbush issued a "Outperform" rating on 12/04/2025
- Needham issued a "Buy" rating on 12/04/2025
- BMO Capital issued a "Outperform" rating on 12/04/2025
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 30 analysts offer price targets for $CRM in the last 6 months, with a median target of $320.0.
Here are some recent targets:
- Brent Bracelin from Piper Sandler set a target price of $280.0 on 02/03/2026
- Raimo Lenschow from Barclays set a target price of $338.0 on 01/12/2026
- Rishi Jaluria from RBC Capital set a target price of $290.0 on 01/05/2026
- Allan Verkhovski from BTIG set a target price of $335.0 on 12/17/2025
- Keith Weiss from Morgan Stanley set a target price of $398.0 on 12/09/2025
- Tyler Radke from Citigroup set a target price of $257.0 on 12/08/2025
- Gil Luria from DA Davidson set a target price of $235.0 on 12/05/2025
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.
