Earnings Preview: Investors on social media are closely watching Salesforce ahead of its earnings release, with the stock already down sharply this year. Attention centers on potential updates regarding Agentforce adoption and shifts in enterprise AI usage. Commentary suggests the bar for positive surprises remains low given recent underperformance relative to peers.
Sector Pressures: Broader discussions highlight ongoing challenges in the software sector, including heavy short interest and competitive threats from advanced AI models. Some observers note that Salesforce could face further pressure if AI-driven disruptions accelerate. Related names like Oracle and ServiceNow are mentioned in tandem as sentiment spreads across the group.
Options Activity: Recent trades show notable put options activity on the stock, signaling defensive positioning among traders. This follows reports of sustained weakness in SaaS valuations amid shifting market dynamics. Overall, the tone reflects measured expectations rather than outright optimism.
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 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 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.
- G MASON MORFIT purchased 96,000 shares for an estimated $25,015,680
- DAVID BLAIR KIRK has made 2 purchases buying 4,506 shares for an estimated $1,000,900 and 0 sales.
- NEELIE KROES sold 3,893 shares for an estimated $929,275
- LAURA ALBER has made 2 purchases buying 2,571 shares for an estimated $500,266 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Salesforce Revenue
Salesforce had revenues of $11.2B in Q4 2026. This is an increase of 12.09% from the same period in the prior year.
You can track CRM financials on Quiver Quantitative's CRM stock page.
You can access data on CRM stock through the Quiver Quantitative API.
Salesforce Congressional Stock Trading
Members of Congress have traded $CRM stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CRM stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $50,000 on 04/06.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 2 purchases worth up to $30,000 on 02/09, 01/29 and 2 sales worth up to $65,000 on 02/26.
- REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 02/02, 12/16.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Salesforce Hedge Fund Activity
We have seen 1,264 institutional investors add shares of Salesforce stock to their portfolio, and 1,762 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 47,202,137 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $8,797,534,294
- MORGAN STANLEY added 12,666,457 shares (+66.6%) to their portfolio in Q1 2026, for an estimated $2,360,774,255
- CAPITAL INTERNATIONAL INVESTORS removed 10,096,552 shares (-44.4%) from their portfolio in Q1 2026, for an estimated $1,881,795,361
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 7,160,302 shares (+130.2%) to their portfolio in Q1 2026, for an estimated $1,334,537,086
- JPMORGAN CHASE & CO removed 6,496,920 shares (-49.8%) from their portfolio in Q4 2025, for an estimated $1,721,099,077
- HARRIS ASSOCIATES L P added 5,126,665 shares (+52.4%) to their portfolio in Q1 2026, for an estimated $955,507,822
- CAPITAL RESEARCH GLOBAL INVESTORS added 4,237,753 shares (+44.8%) to their portfolio in Q1 2026, for an estimated $789,832,404
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Salesforce Analyst Ratings
Wall Street analysts have issued reports on $CRM in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 02/26/2026
- BTIG issued a "Buy" rating on 12/17/2025
- Needham issued a "Buy" rating on 12/04/2025
- BMO Capital issued a "Outperform" rating on 12/04/2025
- Wedbush issued a "Outperform" rating on 12/04/2025
- Baird issued a "Outperform" rating on 12/04/2025
- Citizens issued a "Market 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 31 analysts offer price targets for $CRM in the last 6 months, with a median target of $252.0.
Here are some recent targets:
- Allan Verkhovski from BTIG set a target price of $255.0 on 05/26/2026
- Karl Keirstead from UBS set a target price of $185.0 on 05/21/2026
- Tal Liani from B of A Securities set a target price of $160.0 on 05/18/2026
- Tyler Radke from Citigroup set a target price of $188.0 on 05/12/2026
- Billy Fitzsimmons from Piper Sandler set a target price of $215.0 on 04/14/2026
- Nehal Chokshi from Northland Capital Markets set a target price of $229.0 on 03/10/2026
- Gil Luria from DA Davidson set a target price of $200.0 on 02/27/2026
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.
