Recent Stock Decline: Recent discussions on X about Salesforce (CRM) have centered on the stock’s significant year-to-date drop of around 30-32%. Many users express concern over the persistent downward trend, with some pointing to cautious AI spending and broader enterprise challenges as key factors. Posts also note a recent dip in share price to around $227, reflecting ongoing investor unease.
Earnings Anticipation: There’s growing buzz on X regarding Salesforce’s upcoming earnings report scheduled for December 3rd. Some participants highlight technical chart patterns and potential relief bounces, while others remain wary of further declines if results disappoint. The focus is also on whether AI initiatives like Agentforce can signal a turnaround amidst mixed guidance expectations.
Mixed Analyst Views: Conversations on X have picked up on recent analyst ratings, with some noting reaffirmed 'Buy' recommendations and price targets as high as $325. However, the stark contrast between positive outlooks and the stock’s poor performance this year fuels debate about its future trajectory. The chatter reflects a divide between optimism for long-term growth and immediate performance concerns.
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 488 times in the past 6 months. Of those trades, 1 have been purchases and 487 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 479 sales selling 195,872 shares for an estimated $49,201,838.
- DAVID BLAIR KIRK purchased 3,400 shares for an estimated $865,827
- SRINIVAS TALLAPRAGADA (Chief Eng/Cust Success Officer) has made 0 purchases and 2 sales selling 1,269 shares for an estimated $332,919.
- PARKER HARRIS (Co-Founder and CTO, Slack) has made 0 purchases and 2 sales selling 1,142 shares for an estimated $299,601.
- SABASTIAN NILES (President and CLO) sold 569 shares for an estimated $149,275
- MIGUEL MILANO (President and CRO) sold 405 shares for an estimated $106,250
- SUNDEEP G. REDDY (EVP & Chief Accounting Officer) has made 0 purchases and 2 sales selling 261 shares for an estimated $68,472.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Salesforce Congressional Stock Trading
Members of Congress have traded $CRM stock 11 times in the past 6 months. Of those trades, 5 have been purchases and 6 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 3 times. They made 3 purchases worth up to $45,000 on 09/03, 08/07, 06/11 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 sold up to $15,000 on 06/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Salesforce Hedge Fund Activity
We have seen 1,342 institutional investors add shares of Salesforce stock to their portfolio, and 1,663 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 10,636,161 shares (+159.0%) to their portfolio in Q3 2025, for an estimated $2,520,770,157
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 6,395,250 shares (+60.8%) to their portfolio in Q3 2025, for an estimated $1,515,674,250
- 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
- JPMORGAN CHASE & CO removed 4,771,344 shares (-26.8%) from their portfolio in Q3 2025, for an estimated $1,130,808,528
- HARRIS ASSOCIATES L P added 4,053,994 shares (+135.5%) to their portfolio in Q3 2025, for an estimated $960,796,578
- FRANKLIN RESOURCES INC removed 3,808,568 shares (-54.2%) from their portfolio in Q3 2025, for an estimated $902,630,616
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 10 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 11/25/2025
- B of A Securities issued a "Buy" rating on 11/17/2025
- Mizuho issued a "Outperform" rating on 11/17/2025
- JMP Securities issued a "Market Outperform" rating on 10/17/2025
- Piper Sandler issued a "Overweight" rating on 10/16/2025
- Wedbush issued a "Outperform" rating on 10/16/2025
- Stifel issued a "Buy" rating on 10/09/2025
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 24 analysts offer price targets for $CRM in the last 6 months, with a median target of $315.5.
Here are some recent targets:
- Tyler Radke from Citigroup set a target price of $253.0 on 11/26/2025
- Matthew Vanvliet from Cantor Fitzgerald set a target price of $325.0 on 11/25/2025
- Brad Sills from B of A Securities set a target price of $305.0 on 11/17/2025
- Gregg Moskowitz from Mizuho set a target price of $340.0 on 11/17/2025
- Patrick Walravens from JMP Securities set a target price of $430.0 on 10/17/2025
- 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
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.
