Insider & Cluster Buy Highlights – December 09, 2025
📅 Published: December 09, 2025 at 01:35 PM UTC
5 Insider Purchases
On December 09, 2025, this newsletter featured 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 09, 2025
Here are some of the most interesting insider and cluster buying signals from the last 7 days.
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 About Fair Value:
The Fair Value shown for each company is calculated using a Levered Discounted Cash Flow (DCF) model. This method estimates the intrinsic value of a stock by projecting future cash flows and discounting them back to present value, accounting for the company's debt structure. A positive percentage difference indicates the stock may be undervalued relative to this model, while a negative percentage suggests it may be overvalued. Fair value calculations are estimates and should be considered alongside other factors.
🔥 Notable Cluster Buys (≥ $500,000)
No new qualifying cluster buys in the last 7 days.
💼 Notable Individual Insider Buys (≥ $100,000)
$259.53
Current Price
$222.97
Fair Value
Transaction Date: Dec 05, 2025
Shares: 96,000
Purchase Price: $260.58
Purchase Value: $25,015,680
📉
P&L: 0.4% ($100,800 loss)
Valuation Metrics:
Fair Value: $222.97 (14.1% overvalued vs current price)
P/E Ratio: 34.6 (below Software - Application avg of 55.2)
Analyst Coverage:
Analyst Rating: A-
Avg Price Target: $302.50 (+16.6% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Dec 08, 2025
Stock News Paramount escalates WBD fight: Paramount Skydance (PSKY) launched a hostile all-cash $30 per share tender offer for Warner Bros. Discovery (WBD), val
Seeking Alpha • Dec 08, 2025
Salesforce, Inc. ( CRM ) Raymond James TMT & Consumer Conference December 8, 2025 10:00 AM EST Company Participants Susan Emerson Conference Call Participants Brian Peterson - Raymond James & Associat...
The Motley Fool • Dec 08, 2025
Salesforce is starting to see solid AI agent traction with its Agentforce platform. However, this hasn't yet led to a meaningful acceleration in its overall revenue growth.
Zacks Investment Research • Dec 08, 2025
Examine Salesforce.com's (CRM) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Zacks Investment Research • Dec 08, 2025
Salesforce.com (CRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Zacks Investment Research • Dec 08, 2025
Cannabis, nat gas, space & meme ETFs surged last week: WEED, MSOS, UNG, UNL, UFO, XES & MEME led gains as rate-cut hopes lifted markets.
Benzinga • Dec 08, 2025
International Business Machines Corp (NYSE: IBM) is reportedly in advanced discussions to acquire data-infrastructure company Confluent Inc (NASDAQ: CFLT) for approximately $11 billion.
Benzinga • Dec 07, 2025
Trump claims he has restored ties with Elon Musk, signaling a thaw in their relationship after earlier conflicts, sparking attention in the tech and political world. Conservative advocacy groups, incl...
Benzinga • Dec 06, 2025
Retail investors talked up five hot stocks this week (Dec. 1 to Dec. 5) on X and Reddit's r/WallStreetBets: META, CRM, PATH, NFLX, and TSLA.
The Motley Fool • Dec 05, 2025
Salesforce posted another quarter of strong revenue growth as its adjusted operating margin continued to expand. The company's AI offerings are seeing explosive growth.
GuruFocus • Dec 05, 2025
OpenAI is gearing up for arguably fastest turnarounds yet. According to The Verge, the business will be showing off GPT-5.2 as early as next week, speeding thin
CNBC • Dec 05, 2025
Salesforce shares popped 5% on Friday after the company posted better-than-expected third quarter earnings on Wednesday despite falling short of Wall Street's revenue estimates. The company is headed ...
Investopedia • Dec 05, 2025
Major U.S. equities indexes rose Friday afternoon after key inflation data came in lower than expected, boosting hopes the Federal Reserve will decide to cut interest rates next week. The S&P 500 and ...
Business Wire • Dec 05, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 AI CRM, today unveiled its 2025 Cyber Week results (November 25–December 1), analyzing shopping data from over 1.5 billion shoppe...
Investopedia • Dec 05, 2025
Does Salesforce's new momentum have the stock on track for a comeback?
Business Wire • Dec 04, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 AI CRM, today announced that its board of directors declared a quarterly cash dividend of $0.416 per share. The dividend is payab...
Seeking Alpha • Dec 04, 2025
Salesforce, Inc. ( CRM ) Discusses Q3 Update on Customer Momentum and Success and Agentic Enterprise Strategy December 4, 2025 2:00 PM EST Company Participants Michael Spencer - Executive Vice Preside...
CNBC • Dec 04, 2025
In a Thursday interview with CNBC's Jim Cramer, Salesforce CEO Marc Benioff suggested AI technology bolsters his company's products. Salesforce stock has declined this year even as the broader tech se...
Salesforce Inc (CRM) Q3 2026 Earnings Call Highlights: Strong Revenue Growth and AI-Driven Expansion
GuruFocus • Dec 04, 2025
Revenue: $10.26 billion, up 9% year over year, 8% in constant currency.Non-GAAP Operating Margin: 35.5%.Current Remaining Performance Obligation (cRPO): $29.4
Investopedia • Dec 04, 2025
Stocks were little changed Thursday, a day after the three major equities indexes all rose for the seventh time in eight sessions as weak private-sector employment data furthered traders' belief that ...
Business Wire • Dec 04, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 CRM, today announced that AstraZeneca (LSE/STO/Nasdaq: AZN), a global, science-led biopharmaceutical company, has selected Agentf...
GuruFocus • Dec 04, 2025
Salesforce (CRM) reported impressive Q3 earnings, providing a boost to its stock, which had fallen 30% year-to-date. The company's Q3 revenue reached $10.26 bil
Schwab Network • Dec 04, 2025
@morningstar's Dan Romanoff considers the revenue from Salesforce's (CRM) Agentforce important for future prospects. One concern he has moving forward: how much companies actually seek use cases for e...
Proactive Investors • Dec 04, 2025
Salesforce Inc (NYSE:CRM, XETRA:FOO) delivered better-than-expected results for its third quarter of fiscal 2026, with analysts highlighting strong momentum in the company's AI-focused Agentforce plat...
Schwab Network • Dec 04, 2025
Jason Brown (@brownreport) takes investors through software names he's watching for today's Big 3. He explains why Salesforce (CRM) adding clarity to A.I.
GuruFocus • Dec 04, 2025
Salesforce (CRM) shares rose about 2% after the company posted stronger-than-expected third-quarter earnings.Non-GAAP EPS reached $3.25, topping estimates by $0
Seeking Alpha • Dec 04, 2025
Salesforce, Inc. delivered strong Q3 results, driven by rapid Agentforce AI adoption and raised FY 2026 revenue and EPS guidance. Agentforce is at a $540M ARR run-rate (+330% Y/Y), with potential to d...
Benzinga • Dec 04, 2025
Salesforce Inc (NYSE: CRM) lit up Wall Street after the third quarter earnings, but the real headline wasn't the beat-and-raise—it was the velocity of Agentforce adoption. CEO Marc Benioff opened the ...
247 Wallst • Dec 04, 2025
Live Updates Tech/Aerospace Tie Up 5 hours ago Live A new technology/defense partnership is unfolding. Raytheon Technologies has struck a strategic partnership with Amazon's (Nasdaq: AMZN) AWS to stre...
24/7 Wall Street • Dec 04, 2025
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247 Wallst • Dec 04, 2025
Live Updates The Salesforce Rises 5 hours ago Live Investors got an update from Salesforce (NYSE: CRM) last night as well. Salesforce beat Q3 earnings by 39 cents, reporting profit of $3.25 per share....
Benzinga • Dec 04, 2025
Salesforce Inc. (NYSE: CRM) reported better-than-expected third-quarter earnings and raised its FY26 guidance on Wednesday.
Zacks Investment Research • Dec 04, 2025
CRM shares climb after a Q3 earnings beat, 10% revenue growth and a raised FY26 outlook signal solid operating momentum.
FXEmpire • Dec 04, 2025
S&P futures edge higher pre-open as rate cut bets strengthen, Salesforce gains, tech wobbles, and traders watch jobless claims and Friday's PCE data.
Zacks Investment Research • Dec 04, 2025
Salesforce tops Q3 earnings and lifts outlook, boosting sentiment for cloud-focused ETFs like IGV, BUL and CLOD as AI and cloud adoption accelerate.
Schaeffers Research • Dec 04, 2025
Stock futures are muted after more jobs data, but rate cut hopes continue to remain high
GuruFocus • Dec 04, 2025
Salesforce (CRM) shares rose about 2% after the company posted stronger-than-expected third-quarter earnings.Non-GAAP EPS reached $3.25, topping estimates by $0
Seeking Alpha • Dec 04, 2025
Salesforce, Inc. delivered Q3 results with stable revenue growth, expanding margins, and robust free cash flow, but lacks clear reacceleration momentum. CRM raised FY26 revenue guidance to $41.45–$41....
Proactive Investors - Finance • Dec 04, 2025
Salesforce Inc (NYSE:CRM, XETRA:FOO) delivered better-than-expected results for its third quarter of fiscal 2026, with analysts highlighting strong momentum...
CNBC • Dec 04, 2025
Stocks rose after private payroll data for November came in worse than expected. Salesforce exceeded earnings expectations for the third quarter.
247 Wallst • Dec 04, 2025
Pre-Market Stock Futures: The futures are trading modestly higher on Thursday after a rollercoaster session on Wednesday, as stocks fell after the open on weak ADP data showing private-sector employme...
GuruFocus • Dec 04, 2025
Stock News Insurers under pressure, prior auth pledges stall: UnitedHealth Group (UNH) and peers Cigna (CI), Humana (HUM), CVS Health (CVS) and Elevance Health
Fool - Investing News • Dec 04, 2025
Snowflake drops on underwhelming growth projections, Meta caught in EU antitrust battle, and more
Benzinga • Dec 04, 2025
SAP SE (NYSE: SAP) has secured a position in the top tier of fundamental expansion, with its growth ranking climbing into the top decile.
Benzinga • Dec 04, 2025
U.S. stock futures rose on Thursday after advancing on Wednesday. Futures of major benchmark indices were slightly higher.
Benzinga • Dec 04, 2025
Salesforce smashes 'pilot purgatory' fears with 70% AI production growth and a record pipeline in Q3, sending shares surging.
Seeking Alpha • Dec 04, 2025
Salesforce, Inc. ( CRM ) Q3 2026 Earnings Call December 3, 2025 5:00 PM EST Company Participants Michael Spencer - Executive Vice President of Investor Relations Marc Benioff - Co-Founder, Chairman & ...
Benzinga • Dec 04, 2025
U.S. stock futures mixed. Kroger, UiPath, Dollar General, Salesforce, and Hormel expected to release earnings.
GlobeNewsWire • Dec 04, 2025
A Media Snippet accompanying this announcement is available by clicking on this link.
Seeking Alpha • Dec 03, 2025
Salesforce (CRM) delivered robust Q3 results, with strong revenue, EPS, and free cash flow growth, reinforcing my 'Strong Buy' rating. CRM's non-GAAP EPS surged 35% YoY, driven by operating leverage a...
Zacks Investment Research • Dec 03, 2025
While the top- and bottom-line numbers for Salesforce.com (CRM) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics c...
Zacks Investment Research • Dec 03, 2025
Weak jobs figures from ADP has helped solidify the belief that another 25 basis-point (bps) rate cut is coming next week.
Investopedia • Dec 03, 2025
Could a bit of fresh momentum from Salesforce's AI offerings be just what the company needed to kick-start a recovery in its stock?
Zacks Investment Research • Dec 03, 2025
Salesforce.com (CRM) came out with quarterly earnings of $3.25 per share, beating the Zacks Consensus Estimate of $2.85 per share. This compares to earnings of $2.41 per share a year ago.
GuruFocus • Dec 03, 2025
Stock News Trump resets fuel economy rules: The administration moved to roll back Biden-era CAFE standards, targeting roughly 34 mpg by 2031; automakers includi
Yahoo Finance • Dec 03, 2025
Market Domination Overtime anchor Josh Lipton breaks down the latest market news for December 3, 2025. Salesforce reported third quarter earnings that topped Wall Street estimates.
Market Watch • Dec 03, 2025
Salesforce said its earnings reflect AI momentum. Will the results be enough to flip bearish sentiment for an extended stretch?
Proactive Investors • Dec 03, 2025
Salesforce Inc (NYSE:CRM, XETRA:FOO) shares added almost 6% after Wednesday's closing bell as it impressed investors with a solid financial report for third quarter and improved full-year revenue guid...
WSJ • Dec 03, 2025
The customer-relationship management platform lifted its full-year revenue outlook to $41.45 billion to $41.55 billion and posted a third-quarter profit of $2.09 billion.
Invezz • Dec 03, 2025
Salesforce Inc. gave a stronger‑than‑expected revenue forecast for the current quarter, signalling that customers are beginning to spend more on its Agentforce artificial intelligence tools even as in...
Investors Business Daily • Dec 03, 2025
Salesforce stock climbed amid Q3 earnings that topped estimates while sales guidance came in above views including Informatica.
CNBC • Dec 03, 2025
Salesforce delivered an earnings beat but fell just short of consensus on revenue. The company issued a revenue forecast for the current quarter that topped estimates.
Reuters • Dec 03, 2025
Salesforce raised its fiscal 2026 revenue forecast on Wednesday, anticipating growth from its artificial intelligence agent platform due to strong enterprise demand.
Business Wire • Dec 03, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Salesforce Delivers Record Third Quarter Fiscal 2026 Results Driven by Agentforce & Data 360.
Proactive Investors • Dec 03, 2025
Salesforce Inc (NYSE:CRM, XETRA:FOO) is expected to report third-quarter results broadly in line with Wall Street estimates, according to Jefferies, whose partner survey showed steady demand but limit...
Investopedia • Dec 03, 2025
Salesforce is scheduled to report earnings after the market closes later today, with traders anticipating a big move in the software giant's stock.
CNBC Television • Dec 03, 2025
Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to explain why she's selling Salesforce here. The Committee discuss their Cyber Strategy.
Investopedia • Dec 03, 2025
Major stock indexes advanced Wednesday after initially declining following a poor private-payrolls reading and a report that Microsoft is cutting AI software sales quotas.
Schwab Network • Dec 03, 2025
Marley Kayden discusses investor expectations for Salesforce (CRM) ahead of its earnings report after Wednesday's closing bell. She notes the company's recent price increases on top-tier plans and the...
Proactive Investors - Finance • Dec 03, 2025
Salesforce Inc (NYSE:CRM, XETRA:FOO) shares added almost 6% after Wednesday’s closing bell as it impressed investors with a solid financial report for third...
Fool - Investing News • Dec 03, 2025
Investors are not convinced the company can hit its ambitious sales targets.
Invezz • Dec 03, 2025
After a choppy year for enterprise software, Salesforce (NYSE: CRM) is suddenly wearing a new label: value stock. With shares drifting near 52-week lows and valuation multiples compressing to levels r...
GuruFocus • Dec 03, 2025
Stock News Airbus cuts delivery goal, keeps profit view: Airbus (EPA: AIR) lowered its 2025 delivery target to âaround 790â jets after finding A320 fuselage
Benzinga • Dec 03, 2025
Salesforce, Inc. (NYSE: CRM) will release earnings results for the third quarter after the closing bell on Wednesday, Dec. 3.
Benzinga • Dec 03, 2025
U.S. stock futures rose on Wednesday after modest advances on Tuesday. Futures of major benchmark indices were higher.
Benzinga • Dec 03, 2025
Salesforce Q3 Preview: Bulls see an AI flywheel, but partners warn of 'pilot purgatory' and contracting pipelines amid low expectations.
Barrons • Dec 03, 2025
The company has become more profitable in recent years, even as the pace of sales has slowed.
Benzinga • Dec 03, 2025
U.S. stock futures up, stocks to watch: Dollar Tree, CrowdStrike, Macy's, Box, Salesforce. Check out premarket coverage.
24/7 Wall Street • Dec 02, 2025
Adobe (NASDAQ: ADBE) and Salesforce (NYSE: CRM) both reported earnings showing software giants racing toward AI through completely different routes.
Market Watch • Dec 02, 2025
To dispel the fear that AI is eating software, Salesforce will need to show increasing Agentforce adoption and monetization.
Forbes • Dec 02, 2025
Salesforce (CRM) has slipped into a potentially attractive setup, trading near levels where past pullbacks have often turned into strong rebounds. With the stock hovering around $230, this is a pivota...
24/7 Wall Street • Dec 02, 2025
Bill Nygren's legendary Oakmark fund made some remarkable moves in the third quarter, to say the least.
GuruFocus • Dec 02, 2025
Wedbush analyst Daniel Ives has reshaped his AI portfolio for 2026, adding CoreWeave (CRWV), Iren (IREN), and Shopify (SHOP) while removing SoundHound AI (SOUN)
📊 Recent Earnings: Dec 03, 2025
EPS: $3.25 (est: $2.86)
Revenue: $10,259,000,000M (est: $10,274,250,981M)
🏛️ Senate Trading Activity (Past 2 Months):
John Boozman (AR) - Sale
Date: Nov 13, 2025 | Amount: $1,001 - $15,000 | Owner: Joint
John Boozman (AR) - Sale (Full)
Date: Nov 13, 2025 | Amount: $1,001 - $15,000 | Owner: Joint
🏛️ House Trading Activity (Past 2 Months):
Tony Wied (WI08) - Purchase
Date: Oct 27, 2025 | Amount: $100,001 - $250,000 | Owner: Joint
$13.17
Current Price
Transaction Date: Dec 04, 2025
Shares: 1,360,000
Purchase Price: $13.41
Purchase Value: $18,237,600
📉
P&L: 1.8% ($326,400 loss)
Valuation Metrics:
P/E Ratio: -4.3 (negative - Biotechnology avg: 25.3)
Analyst Coverage:
Analyst Rating: C-
Avg Price Target: $32.00 (+143.0% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Dec 08, 2025
Stock News Paramount escalates WBD fight: Paramount Skydance (PSKY) launched a hostile all-cash $30 per share tender offer for Warner Bros. Discovery (WBD), val
GlobeNewsWire • Dec 04, 2025
Partnership with Kelun-Biotech expands pipeline and accelerates combination strategy with CR-001, a PD-1 x VEGF bispecific antibody, and multiple antibody-drug conjugates (ADCs), generating clinical d...
GlobeNewsWire • Dec 04, 2025
Companies to advance CR-001, a PD-1 x VEGF bispecific antibody, and SKB105, an integrin beta-6-directed antibody-drug conjugate (ADC), in global markets and China
$30.49
Current Price
Transaction Date: Dec 04, 2025
Shares: 100,000
Purchase Price: $25.05
Purchase Value: $2,505,000
📈
P&L: 21.7% ($544,000 gain)
Valuation Metrics:
P/E Ratio: 40.7 (above Biotechnology avg of 25.3)
Analyst Coverage:
Analyst Rating: B
📰 Recent News (Last 7 Days):
GlobeNewsWire • Dec 05, 2025
EMERYVILLE, Calif., Dec. 05, 2025 (GLOBE NEWSWIRE) -- XOMA Royalty Corporation (“XOMA Royalty”) (Nasdaq: XOMA), the biotech royalty aggregator, today announced it has successfully completed its previo...
GlobeNewsWire • Dec 03, 2025
WALTHAM, Mass. and DUBLIN, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Mural Oncology plc, (Nasdaq: MURA) (“Mural”) announces that the High Court of Ireland has today sanctioned the scheme of arrangement betwee...
$8.76
Current Price
Transaction Date: Nov 17, 2025
Shares: 187,393
Purchase Price: $6.52
Purchase Value: $1,221,165
📈
P&L: 34.4% ($420,397 gain)
Valuation Metrics:
P/E Ratio: -11.8 (negative - Biotechnology avg: 25.3)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $8.33 (-4.9% vs current)
$389.38
Current Price
$353.64
Fair Value
Transaction Date: Dec 08, 2025
Shares: 2,520
Purchase Price: $396.68
Purchase Value: $999,634
📉
P&L: 1.8% ($18,396 loss)
Valuation Metrics:
Fair Value: $353.64 (9.2% overvalued vs current price)
P/E Ratio: 26.1
Analyst Coverage:
Analyst Rating: B+
Avg Price Target: $505.75 (+29.9% vs current)
📰 Recent News (Last 7 Days):
Defense World • Dec 08, 2025
Cerity Partners LLC increased its stake in shares of Linde PLC (NASDAQ: LIN) by 12.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commissio...
Defense World • Dec 08, 2025
Baker Avenue Asset Management LP decreased its holdings in shares of Linde PLC (NASDAQ: LIN) by 3.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Excha...
Defense World • Dec 07, 2025
Dnca Finance cut its holdings in Linde PLC (NASDAQ: LIN) by 38.1% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fun...
GuruFocus • Dec 03, 2025
Stock News Trump resets fuel economy rules: The administration moved to roll back Biden-era CAFE standards, targeting roughly 34 mpg by 2031; automakers includi
247 Wallst • Dec 03, 2025
Pre-Market Stock Futures: The futures are trading higher on Wednesday after a stellar day across Wall Street on Tuesday. All of the major indices finished the day higher, with the technology-heavy NAS...
GuruFocus • Dec 03, 2025
Stock News Airbus cuts delivery goal, keeps profit view: Airbus (EPA: AIR) lowered its 2025 delivery target to âaround 790â jets after finding A320 fuselage
Defense World • Dec 03, 2025
Edgestream Partners L.P. cut its stake in shares of Linde PLC (NASDAQ: LIN) by 19.3% during the undefined quarter, according to its most recent filing with the SEC. The institutional investor owned 13...
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
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