Recent discussions on X about Salesforce (CRM) have centered on the stock's significant year-to-date decline of around 28%, with many users pointing to slowing enterprise spending and weaker revenue growth as key concerns. Posts highlight a drop in stock price to levels near $232, with some noting it as an attractive entry point given historical free cash flow growth and strong cloud and AI adoption. There's also chatter about the stock testing critical technical levels, such as prior demand zones, sparking curiosity about potential rebounds.
Despite the downturn, a portion of the conversation remains optimistic, with several users referencing analyst projections of substantial upside—some even suggesting a 30-50% increase over the coming year. Others have noted Salesforce's solid fundamentals, including high margins and significant cash flow generation, as reasons for confidence amidst the volatility. The upcoming quarterly results are frequently mentioned as a pivotal moment that could sway sentiment further.
Note: This discussion summary was generated from an AI condensation of post data.
Salesforce Congressional Stock Trading
Members of Congress have traded $CRM stock 16 times in the past 6 months. Of those trades, 5 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $CRM stock by members of Congress over the last 6 months:
- 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 191 times in the past 6 months. Of those trades, 2 have been purchases and 189 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 135 sales selling 63,000 shares for an estimated $16,494,374.
- SRINIVAS TALLAPRAGADA (Chief Eng/Cust Success Officer) has made 0 purchases and 9 sales selling 27,053 shares for an estimated $7,533,108.
- AMY E WEAVER (President and CFO) has made 0 purchases and 3 sales selling 18,663 shares for an estimated $5,639,647.
- 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.
- SABASTIAN NILES (President and CLO) has made 0 purchases and 8 sales selling 7,018 shares for an estimated $2,007,960.
- 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 5 sales selling 3,127 shares for an estimated $887,961.
- 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 1,572 institutional investors add shares of Salesforce stock to their portfolio, and 1,408 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 5,814,594 shares (-25.1%) from their portfolio in Q1 2025, for an estimated $1,560,404,445
- 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
- FISHER ASSET MANAGEMENT, LLC removed 4,401,846 shares (-35.3%) from their portfolio in Q1 2025, for an estimated $1,181,279,392
- GAMMA INVESTING LLC removed 3,786,131 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $1,032,440,062
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,333,623 shares (-13.8%) from their portfolio in Q1 2025, for an estimated $894,611,068
- CAPITAL INTERNATIONAL INVESTORS removed 3,054,756 shares (-18.4%) from their portfolio in Q1 2025, for an estimated $819,774,320
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 19 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Oppenheimer issued a "Outperform" rating on 06/10/2025
- Northland Capital Markets issued a "Outperform" rating on 05/29/2025
- Morgan Stanley issued a "Overweight" rating on 05/29/2025
- Barclays 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 30 analysts offer price targets for $CRM in the last 6 months, with a median target of $346.0.
Here are some recent targets:
- Patrick Walravens from JMP Securities set a target price of $430.0 on 07/16/2025
- Rishi Jaluria from RBC Capital set a target price of $275.0 on 07/14/2025
- Keith Bachman from BMO Capital set a target price of $335.0 on 07/10/2025
- Matthew Vanvliet from Cantor Fitzgerald set a target price of $325.0 on 06/26/2025
- Brian Schwartz from Oppenheimer set a target price of $370.0 on 06/10/2025
- Tyler Radke from Citigroup set a target price of $295.0 on 05/30/2025
- Brett Huff from Stephens & Co. set a target price of $309.0 on 05/30/2025
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.
