Salesforce Stock (CRM) Opinions on Latest Earnings Report

Recent discussions on X about Salesforce (CRM) have been ignited by the company's latest quarterly earnings report, which revealed a solid revenue growth of around 10% year-over-year but fell short of expectations with a weaker Q3 revenue outlook. Many users are expressing concern over the guidance miss, with some pointing to broader challenges in enterprise spending as a persistent headwind. The stock saw a notable drop post-earnings, stirring intense debate over its near-term prospects.

Amid the disappointment, there’s a flicker of optimism among some X participants who are focusing on Salesforce’s AI-driven initiatives, particularly the reported 120% year-over-year growth in its AI platform. Discussions highlight the potential of tools like Agentforce to drive future performance, though others remain skeptical about the pace of AI adoption compared to competitors. The conversation remains dynamic, reflecting a divided perspective on whether the current dip represents a strategic opportunity or a warning sign.

Note: This discussion summary was generated from an AI condensation of post data.

Salesforce Congressional Stock Trading

Members of Congress have traded $CRM stock 20 times in the past 6 months. Of those trades, 6 have been purchases and 14 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 3 times. They made 3 purchases worth up to $45,000 on 08/07, 06/11, 05/12 and 0 sales.
• REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 1 purchase worth up to $15,000 on 06/17 and 3 sales worth up to $45,000 on 07/16, 03/21.
• 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 3 times. They made 1 purchase worth up to $50,000 on 05/08 and 2 sales worth up to $100,000 on 05/12, 04/07.
• SENATOR JOHN BOOZMAN sold up to $15,000 on 04/22.
• REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
• REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
• REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
• REPRESENTATIVE GREG LANDSMAN sold up to $50,000 on 03/27.

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 298 times in the past 6 months. Of those trades, 2 have been purchases and 296 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 248 sales selling 110,250 shares for an estimated $28,093,131.
• SRINIVAS TALLAPRAGADA (Chief Eng/Cust Success Officer) has made 0 purchases and 8 sales selling 22,606 shares for an estimated $6,142,398.
• R DAVID SCHMAIER (Chief Product & Impact Officer) has made 0 purchases and 7 sales selling 16,287 shares for an estimated $4,282,259.
• PARKER HARRIS (Co-Founder and CTO, Slack) has made 0 purchases and 7 sales selling 15,054 shares for an estimated $3,926,291.
• AMY E WEAVER (President and CFO) sold 6,221 shares for an estimated $1,725,518
• SABASTIAN NILES (President and CLO) has made 0 purchases and 6 sales selling 5,598 shares for an estimated $1,571,909.
• SUNDEEP G. REDDY (EVP & Chief Accounting Officer) has made 0 purchases and 11 sales selling 5,451 shares for an estimated $1,454,227.
• BRIAN MILLHAM (Advisor to CEO) has made 0 purchases and 4 sales selling 4,916 shares for an estimated $1,368,727.
• OSCAR MUNOZ purchased 3,882 shares for an estimated $998,772
• DAVID BLAIR KIRK purchased 3,400 shares for an estimated $865,827
• MIGUEL MILANO (President and CRO) has made 0 purchases and 4 sales selling 2,669 shares for an estimated $746,913.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Salesforce Hedge Fund Activity

We have seen 1,588 institutional investors add shares of Salesforce stock to their portfolio, and 1,468 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
• GAMMA INVESTING LLC removed 3,786,131 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $1,032,440,062

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:

• Bernstein issued a "Underperform" rating on 09/04/2025
• JMP Securities issued a "Market Outperform" rating on 09/02/2025
• Morgan Stanley issued a "Overweight" 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
• Oppenheimer issued a "Outperform" rating on 08/26/2025
• BMO Capital issued a "Outperform" rating on 07/10/2025

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 $325.0.

Here are some recent targets:

• 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
• Brad Zelnick from Deutsche Bank set a target price of $340.0 on 09/04/2025
• Scott Berg from Needham set a target price of $400.0 on 09/04/2025
• Brent Bracelin from Piper Sandler set a target price of $315.0 on 09/04/2025
• David Hynes from Canaccord Genuity set a target price of $300.0 on 09/04/2025
• Mark Murphy from JP Morgan set a target price of $365.0 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.