Gw Henssler & Associates 13F: Exits Salesforce (CRM) Stake
Key Points
- Gw Henssler cut its stake in Salesforce by 61,088 shares, bringing its total to zero shares, as reported in its latest 13F filing.
- Salesforce shares recently traded around $247.55, nearly equal to the closing price of $247.61 on the filing date.
- Analysts have a consensus recommendation of 'buy' for Salesforce, with a mean price target of about $287.08.
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On October 26, 2026, Gw Henssler & Associates sold out of 61,088 shares of Salesforce, Inc. (CRM), valued at about $15.1 million. This information comes from the fund's latest Form 13F filing with the SEC.
In the filing, Gw Henssler reported a total value of $758.9 million in its 13F portfolio, with Salesforce accounting for a significant part of its investments. The firm had previously held 61,088 shares, and this move indicates a complete exit from its position in the company.
CRM
Salesforce, Inc.
Where Salesforce Fits in Gw Henssler's Portfolio
Salesforce was previously a notable holding for Gw Henssler, but with this sale, it now holds no shares in the company. This move represents a 100% decrease in its stake, which was significant relative to its overall portfolio.
Other Institutional Activity in Salesforce
Other institutional investors have also made moves in Salesforce recently. UniSuper Management cut its stake by 127,349 shares, ending with 372,553 shares worth about $85.5 million. Meanwhile, Harris Associates L.P. increased its holdings by 1,233,684 shares, bringing its total to about 16.2 million shares valued at approximately $4 billion. Arrowstreet Capital added 619,052 shares, totaling about 13.3 million shares worth around $3.3 billion.
Salesforce, Inc. Stock Down 0.4%
Salesforce shares recently traded around $247.55, which is about equal to its closing price of $247.61 on October 26, 2026. The stock is currently above its 50-day moving average by about 4.9% and well above its 52-week low of $146.32, but it is about 8% below its 52-week high of $269.11.
Recent Earnings
Salesforce reported trailing twelve-month revenue of approximately $43.9 billion, reflecting a year-over-year growth of 10.8%. The company's next earnings report is scheduled for December 2, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 target cuts vs 0 raises.
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EPS & revenue
EPS beat estimates by 23.2%. Revenue met estimates.
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Profit surprise
EBITDA missed by 35 percent. Operating income missed by 35 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
12 target cuts.
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Earnings quality
Operating margin up 2.0 points. Positive free cash flow.
Earnings Call Summary
Salesforce delivered strong second quarter fiscal 2026 results with $10.25 billion in revenue, up 10 percent year over year. The company highlighted exceptional momentum in Agent Force and Data Cloud, with Data Cloud and AI products generating $1.2 billion in ARR up 120 percent. Net new bookings from deals over $1 million grew 26 percent, and the company closed major deals with Dell, Marriott, and the US Army. Management emphasized that the agentic enterprise transformation is driving customer success, with 40 percent of Agent Force and Data Cloud bookings coming from existing customers expanding their investments.
Guidance Salesforce raised the low end of full-year revenue guidance to approximately $41.1 billion to $41.3 billion, representing about 8.5 to 9 percent growth. The company also raised non-GAAP operating margin guidance by 10 basis points to 34.1 percent and raised operating cash flow growth guidance to 12 to 13 percent. For next quarter, revenue is expected to be $10.24 billion to $10.29 billion, up 8 to 9 percent year over year.
Severe negative reset. The report materially damaged the forward outlook and likely forces major downward revisions.
Analysts Set New Price Targets
On October 21, 2026, DA Davidson maintained a 'Neutral' rating with a target of $250. Earlier, on October 12, B of A Securities upgraded Salesforce to a 'Buy' rating, setting a target of $285. Other firms like Citizens and Stephens & Co. reiterated their ratings of 'Market Outperform' and 'Equal-Weight', respectively, with targets of $315 and $289.
About Salesforce, Inc.
Salesforce, Inc. provides customer relationship management technology that helps companies connect with their customers. The company operates in the Technology sector, focusing on software applications. This recent sell-off by Gw Henssler comes as Salesforce's stock trades near its recent highs, amid positive analyst sentiment.
Bottom Line
Investors should keep an eye on Salesforce's upcoming earnings report on December 2, 2026, as well as any further institutional filings. The company's stock has seen various analyst ratings and price targets recently, reflecting a generally positive outlook despite some recent selling by major investors.
Related Filing Alerts
Source: Gw Henssler & Associates's 13F filing on $CRM (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts