Recent discussions on X about Salesforce (CRM) have been ignited by the company's latest guidance at the Dreamforce event, projecting a return to double-digit revenue growth and a target of $60 billion by 2030. Many users are intrigued by the potential of AI-driven initiatives like Agentforce, with some expressing optimism about partnerships with leading AI firms as a catalyst for future growth. There's also notable attention on a $7 billion share buyback program, seen as a signal of confidence by management.
However, not all chatter is uniformly positive, as some voices on X remain cautious due to past soft guidance and a significant year-to-date stock decline, despite a recent uptick in share price. Concerns linger around whether the ambitious revenue targets can be met amidst competitive pressures in the cloud and AI sectors. The conversation reflects a mix of hope and skepticism as investors await further performance updates.
Note: This discussion summary was generated from an AI condensation of post data.
Salesforce Congressional Stock Trading
Members of Congress have traded $CRM stock 18 times in the past 6 months. Of those trades, 8 have been purchases and 10 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 3 times. They made 1 purchase worth up to $15,000 on 05/22 and 2 sales worth up to $30,000 on 06/04, 04/17.
- 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.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 04/22.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
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 418 times in the past 6 months. Of those trades, 1 have been purchases and 417 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 394 sales selling 166,500 shares for an estimated $41,753,478.
- SRINIVAS TALLAPRAGADA (Chief Eng/Cust Success Officer) has made 0 purchases and 4 sales selling 8,863 shares for an estimated $2,536,070.
- R DAVID SCHMAIER (Chief Product & Impact Officer) has made 0 purchases and 2 sales selling 4,586 shares for an estimated $1,163,301.
- DAVID BLAIR KIRK purchased 3,400 shares for an estimated $865,827
- SUNDEEP G. REDDY (EVP & Chief Accounting Officer) has made 0 purchases and 6 sales selling 2,286 shares for an estimated $592,809.
- SABASTIAN NILES (President and CLO) has made 0 purchases and 4 sales selling 2,049 shares for an estimated $559,184.
- PARKER HARRIS (Co-Founder and CTO, Slack) has made 0 purchases and 3 sales selling 2,039 shares for an estimated $527,137.
- MIGUEL MILANO (President and CRO) has made 0 purchases and 3 sales selling 1,110 shares for an estimated $303,253.
- BRIAN MILLHAM (Advisor to CEO) sold 979 shares for an estimated $248,336
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Salesforce Hedge Fund Activity
We have seen 1,526 institutional investors add shares of Salesforce stock to their portfolio, and 1,280 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 15 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 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
- JMP Securities issued a "Market Outperform" rating on 09/02/2025
- Cantor Fitzgerald issued a "Overweight" rating on 08/28/2025
- B of A Securities issued a "Buy" rating on 08/26/2025
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 27 analysts offer price targets for $CRM in the last 6 months, with a median target of $320.0.
Here are some recent targets:
- Scott Berg from Needham set a target price of $400.0 on 10/16/2025
- Brent Bracelin from Piper Sandler set a target price of $315.0 on 10/16/2025
- Parker Lane from Stifel set a target price of $300.0 on 10/09/2025
- Tyler Radke from Citigroup set a target price of $276.0 on 09/09/2025
- Steve Koenig from Macquarie set a target price of $250.0 on 09/05/2025
- Matthew Vanvliet from Cantor Fitzgerald set a target price of $325.0 on 09/04/2025
- Brad Zelnick from Deutsche Bank set a target price of $340.0 on 09/04/2025
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.
