Salesforce (CRM) is up 4.2% today. Here is some analysis on what might have caused this price movement. ([investor.salesforce.com](https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-First-Quarter-Fiscal-2027-Results/default.aspx?utm_source=openai))
Analysis: The exact catalyst for today’s move is not fully clear, but the rally appears tied to a rebound in sentiment after recent bullish analyst commentary and continued investor focus on Salesforce’s AI roadmap. This could be because investors are warming to the company’s Agentforce strategy, its recently announced Fin acquisition, and the view that the stock had become overly discounted after a sharp selloff earlier this summer. ([investing.com](https://www.investing.com/news/analyst-ratings/goldman-sachs-reiterates-buy-on-salesforce-stock-cites-growth-outlook-93CH-4790312))
Details:
Sources:
Salesforce Investor Relations, Salesforce, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$CRM Insider Trading Activity
$CRM insiders have traded $CRM stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CRM stock by insiders over the last 6 months:
- LAURA ALBER has made 2 purchases buying 2,571 shares for an estimated $500,266 and 0 sales.
- DAVID BLAIR KIRK purchased 2,570 shares for an estimated $500,178
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.
$CRM Hedge Fund Activity
We have seen 1,083 institutional investors add shares of $CRM stock to their portfolio, and 1,621 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
- 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
- INDEPENDENT FRANCHISE PARTNERS LLP added 3,497,051 shares (+650.0%) to their portfolio in Q1 2026, for an estimated $651,780,365
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.
$CRM Congressional Stock Trading
Members of Congress have traded $CRM stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 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 has traded it 2 times. They made 2 purchases worth up to $100,000 on 06/02, 04/06 and 0 sales.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- 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 sold up to $15,000 on 02/02.
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.
$CRM Analyst Ratings
Wall Street analysts have issued reports on $CRM in the last several months. We have seen 1 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
To track analyst ratings and price targets for $CRM, check out Quiver Quantitative's $CRM forecast page.
$CRM 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 $240.0.
Here are some recent targets:
- John Difucci from Guggenheim set a target price of $228.0 on 07/01/2026
- David Hynes from Canaccord Genuity set a target price of $225.0 on 06/16/2026
- Scott Berg from Needham set a target price of $400.0 on 06/16/2026
- Derrick Wood from TD Cowen set a target price of $240.0 on 05/28/2026
- Billy Fitzsimmons from Piper Sandler set a target price of $215.0 on 05/28/2026
- Allan Verkhovski from BTIG set a target price of $255.0 on 05/28/2026
- Jackson Ader from Keybanc set a target price of $290.0 on 05/28/2026
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.
