Insider buying at Salesforce and SentinelOne picks up as the new year approaches.
After a period of quiet among insiders in AI firms, Salesforce and SentinelOne have recently seen activity from their management and board members in late 2025. Specifically, Salesforce and SentinelOne.
Salesforce director David Blair Kirk, who was once the Chief Scientist and VP of Architecture at the company, purchased over 1,900 shares in December, spending upwards of $500,000. Activist investment firm ValueAct also acquired an extra $25 million worth of Salesforce stock during the same month.
At SentinelOne, director Mark Peek invested about $600,000 in mid-December. Peek has a history with the company as its former chief accounting officer and currently serves as CFO of VMware. He previously held a co-president role at Workday.
This brings us to an interesting question for investors: should they follow these insiders and buy in? Both stocks are currently down.
Considering Salesforce
As investors seem to disregard many SaaS companies, Salesforce’s stock is trading at a notably low valuation—about 4.7 times forward price-to-sales (P/S) and around 17.5 times forward price-to-earnings (P/E) based on analyst predictions for 2026. Yet, there are significant opportunities for growth ahead, particularly with agent AI.
Today’s changes
(-1.00%) $-2.14
current price
$211.94
Key data points
Market capitalization
199 billion dollars
daily range
$211.05 – $215.52
52 week range
$208.78 – $348.04
volume
472K
average volume
8.3M
gross profit
70.07%
dividend yield
0.78%
While many companies are scrambling towards AI agents, Salesforce appears to be establishing itself as a serious contender. For AI to function optimally, it really needs clean and structured data. The acquisition of Informatica and the launch of Data 360 have positioned Salesforce’s platform as a prime source of an organization’s data. Even though these developments haven’t attracted much attention, they could potentially serve as vital growth catalysts for the company focusing on AI agent technologies.
Considering SentinelOne
On the other hand, SentinelOne’s sales saw a 23% increase last quarter. However, it trades at a forward P/S ratio that remains lower than the estimated 4.5 times for 2026, rendering it undervalued. This valuation is minor when compared to cybersecurity competitors like CloudStrike and Palo Alto Networks, who are either growing at a similar or slower rate.
Today’s changes
(-0.64%) $-0.09
current price
$13.98
Key data points
Market capitalization
$4.8 billion
daily range
$13.90 – $14.22
52 week range
$13.46 – $25.24
volume
5.3M
average volume
8.1M
gross profit
74.45%
Looking ahead, SentinelOne does have some promising developments. Its partnership with Lenovo involves installing the Singularity Platform on their machines, which is expected to boost growth. There’s also potential in the data query market with the Singularity Data Lake product, which utilizes natural language for cost-effective and rapid data querying compared to alternatives like Splunk and Cisco Systems. Additionally, the acquisition of Prompt Security positions SentinelOne to tap into the quickly expanding AI security and data leak prevention sector.
