Recent discussions on X about Salesforce (CRM) have been buzzing with anticipation ahead of the company’s upcoming earnings report. Many users are focusing on the stock’s year-to-date decline of roughly 28%, with concerns about slowing growth and softer demand in the enterprise sector dominating the conversation. There’s also keen interest in how Salesforce’s AI initiatives, such as Agentforce, might influence future performance and investor confidence.
Despite the downturn, some voices on X are highlighting potential upsides, pointing to Salesforce’s shift toward profitability and strong recurring revenue as reasons for optimism. Posts also reflect curiosity about whether the company’s guidance for the second half of the year will signal a recovery or further challenges. The mix of apprehension and hope keeps the dialogue dynamic as the earnings release approaches.
Note: This discussion summary was generated from an AI condensation of post data.
Salesforce Congressional Stock Trading
Members of Congress have traded $CRM stock 21 times in the past 6 months. Of those trades, 6 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $CRM stock by members of Congress over the last 6 months:
- 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 DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/11, 05/12 and 0 sales.
- 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 has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth 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.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 03/11.
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 246 times in the past 6 months. Of those trades, 2 have been purchases and 244 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 195 sales selling 87,750 shares for an estimated $22,460,839.
- 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) has made 0 purchases and 2 sales selling 12,442 shares for an estimated $3,598,039.
- 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
- MIGUEL MILANO (President and CRO) has made 0 purchases and 4 sales selling 2,669 shares for an estimated $746,913.
- ROBIN L WASHINGTON purchased 1,695 shares for an estimated $499,355
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Salesforce Hedge Fund Activity
We have seen 1,586 institutional investors add shares of Salesforce stock to their portfolio, and 1,467 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:
- B of A Securities issued a "Buy" rating on 08/26/2025
- Oppenheimer issued a "Outperform" rating on 08/26/2025
- JMP Securities issued a "Market Outperform" rating on 07/16/2025
- BMO Capital issued a "Outperform" rating on 07/10/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/26/2025
- Northland Capital Markets issued a "Outperform" rating on 05/29/2025
- Morgan Stanley issued a "Overweight" rating on 05/29/2025
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 26 analysts offer price targets for $CRM in the last 6 months, with a median target of $330.0.
Here are some recent targets:
- Brad Sills from B of A Securities set a target price of $325.0 on 08/26/2025
- Brian Schwartz from Oppenheimer set a target price of $370.0 on 08/26/2025
- Karl Keirstead from UBS set a target price of $260.0 on 08/18/2025
- Rishi Jaluria from RBC Capital set a target price of $275.0 on 08/18/2025
- Raimo Lenschow from Barclays set a target price of $316.0 on 08/18/2025
- Gil Luria from DA Davidson set a target price of $225.0 on 08/15/2025
- Parker Lane from Stifel set a target price of $325.0 on 08/13/2025
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.
