Reynders McVeigh Capital Management LLC reduced its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 3.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 67,163 shares of the CRM provider’s stock after selling 2,701 shares during the period. Reynders McVeigh Capital Management LLC’s holdings in Salesforce were worth $10,522,000 at the end of the most recent quarter.
Other institutional investors have also added to or reduced their stakes in the company. Marathon Wealth Advisors LLC raised its holdings in Salesforce by 1.2% in the 2nd quarter. Marathon Wealth Advisors LLC now owns 21,267 shares of the CRM provider’s stock worth $3,332,000 after purchasing an additional 260 shares during the period. ABS Direct Equity Fund LLC purchased a new stake in Salesforce in the second quarter worth about $25,000. Van Hulzen Asset Management LLC increased its position in Salesforce by 73.0% in the second quarter. Van Hulzen Asset Management LLC now owns 2,136 shares of the CRM provider’s stock worth $335,000 after buying an additional 901 shares in the last quarter. MCF Advisors LLC raised its stake in shares of Salesforce by 35.4% in the second quarter. MCF Advisors LLC now owns 3,486 shares of the CRM provider’s stock worth $547,000 after buying an additional 912 shares during the period. Finally, WINTON GROUP Ltd raised its stake in shares of Salesforce by 190.4% in the second quarter. WINTON GROUP Ltd now owns 26,644 shares of the CRM provider’s stock worth $4,174,000 after buying an additional 17,470 shares during the period. 80.43% of the stock is currently owned by institutional investors.
Key Salesforce News
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment:Salesforce and NVIDIA introduced Koa, Salesforce’s first CRM-specific reasoning model for Agentforce. Built on NVIDIA’s open-weight Nemotron technology, Koa is designed to reason over customer and business data, potentially improving the accuracy and usefulness of enterprise AI agents. Salesforce, Nvidia Introduce CRM Reasoning Model for Agentforce
- Positive Sentiment:The Koa launch strengthens Salesforce’s partnership with NVIDIA and gives CRM a differentiated, industry-specific AI offering. Investors may view Salesforce’s large enterprise customer base and distribution network as an advantage in monetizing Agentforce and expanding customer spending. Salesforce, NVIDIA unveil CRM domain-specific reasoning model
- Positive Sentiment:Salesforce continues expanding its AI ecosystem. Outreach is joining AgentExchange, while Copado and Brillio are adding tools and implementation support for governed AI agents. Deeper integrations with AWS and Google Cloud, plus a Siemens industrial partnership, could broaden enterprise adoption. Salesforce sees fresh partner tools push Agentic AI into enterprise workflows
- Neutral Sentiment:Dreamforce is the immediate catalyst. Traders expect meaningful stock volatility as management discusses Koa, Agentforce adoption, AI monetization, and future growth. Positive commentary could support the shares, but investors may demand evidence that AI is translating into material revenue acceleration. How much traders see Salesforce stock moving after Dreamforce
- Neutral Sentiment:Analyst opinions remain mixed. The bullish case points to Salesforce’s enterprise distribution and rapid Agentforce growth, while the more cautious view focuses on whether AI investments can restart organic growth and justify a higher valuation. Salesforce’s AI distribution advantage could restart growth
- Negative Sentiment:The stock is also being pressured by a broader AI-trade pullback after commentary about a possible slowdown in frontier-model development. Although Salesforce may benefit from enterprise AI inference and infrastructure demand, sector-wide risk reduction is weighing on sentiment ahead of its event. AI trade stumbles as CEOs talk model slowdown
Insiders Place Their Bets
- Salesforce Looks Overbought, But the Rally May Be Far From Over
In other Salesforce news, Director Craig Conway sold 4,500 shares of Salesforce stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $260.61, for a total value of $1,172,745.00. Following the sale, the director owned 5,437 shares of the company’s stock, valued at $1,416,936.57. The trade was a 45.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 3.50% of the stock is owned by corporate insiders.
Salesforce Price Performance
NYSE CRM traded down $4.07 on Tuesday, reaching $255.36. The company had a trading volume of 10,395,412 shares, compared to its average volume of 14,020,091. The stock has a market capitalization of $210.16 billion, a PE ratio of 23.28, a price-to-earnings-growth ratio of 1.13 and a beta of 1.20. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.02. The firm’s 50 day moving average price is $202.41 and its 200 day moving average price is $187.76.
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