Salesforce Inc. $CRM Shares Sold by Erste Asset Management GmbH

Erste Asset Management GmbH cut its stake in shares of Salesforce Inc. (NYSE:CRM) by 30.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 147,266 shares of the CRM provider’s stock after selling 64,379 shares during the quarter. Erste Asset Management GmbH’s holdings in Salesforce were worth $36,117,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Aspire Growth Partners LLC boosted its holdings in shares of Salesforce by 1.2% in the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after acquiring an additional 39 shares in the last quarter. Lifeworks Advisors LLC lifted its position in Salesforce by 2.9% in the second quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock valued at $387,000 after purchasing an additional 40 shares during the period. Benchmark Financial Wealth Advisors LLC boosted its holdings in Salesforce by 4.4% in the 2nd quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock valued at $270,000 after purchasing an additional 42 shares in the last quarter. Abacus Planning Group Inc. increased its position in Salesforce by 3.1% during the 3rd quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after purchasing an additional 43 shares during the period. Finally, 17 Capital Partners LLC raised its stake in shares of Salesforce by 1.9% during the 2nd quarter. 17 Capital Partners LLC now owns 2,321 shares of the CRM provider’s stock worth $633,000 after buying an additional 44 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts recently weighed in on CRM shares. Wells Fargo & Company decreased their price target on Salesforce from $235.00 to $210.00 and set an “equal weight” rating on the stock in a research note on Thursday. DA Davidson boosted their target price on shares of Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. TD Cowen cut their price target on shares of Salesforce from $325.00 to $250.00 and set a “buy” rating for the company in a report on Thursday. Northland Securities raised their price objective on shares of Salesforce from $264.00 to $267.00 and gave the company a “market perform” rating in a research note on Thursday, December 4th. Finally, Arete Research upgraded shares of Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $284.06.

Salesforce Stock Performance

NYSE:CRM opened at $199.38 on Friday. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $186.82 billion, a P/E ratio of 25.53, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. The firm has a 50-day moving average price of $225.28 and a two-hundred day moving average price of $238.59. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $304.92.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.28%. The business had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. During the same period in the prior year, the business earned $2.78 earnings per share. The company’s quarterly revenue was up 12.1% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, research analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is 22.16%.

Insider Buying and Selling

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David Blair Kirk purchased 1,936 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by corporate insiders.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 results showed a big non‑GAAP EPS beat and double‑digit revenue growth, with Agentforce cited as a key growth driver — the earnings strength is the main bullish catalyst. Salesforce Crushed Earnings by 25% and Still Can’t Get Any Respect
• Positive Sentiment: Management authorized a $50 billion buyback, raised FY30 revenue ambition to ~$63B and increased the quarterly dividend — these capital‑return moves support EPS per‑share upside and signal confidence from the board. Salesforce targets $63B revenue by FY30 while expanding Agentforce and $50B buyback
• Positive Sentiment: Some brokers (e.g., Wedbush) reiterated bullish views and called CRM a long‑term AI winner, supporting a recovery narrative despite the recent sell‑off. Salesforce Stock Climbs After Earnings. Wedbush Calls It ‘Long-Term Winner’ of the AI Boom
• Neutral Sentiment: Wall Street reacted with many price‑target resets — several firms trimmed targets but maintained Buy/Overweight ratings, leaving consensus upside but also a wider target dispersion to watch. Salesforce’s AI Bet Is Paying Off—the Buyback Proves It
• Negative Sentiment: Revenue outlook/near‑term guidance was viewed as soft by some investors — the quarter’s guidance cadence (mid‑year weakness) pressured shares in after‑hours trading. Salesforce tops Q4 estimates but softer revenue guidance pressures shares
• Negative Sentiment: Analysts flagged mixed cloud momentum and cautioned on a near‑term growth slowdown even as AI adoption builds — raises the risk of cyclical softness before the AI inflection fully materializes. Salesforce faces near-term growth slowdown as AI inflection builds, Jefferies says
• Negative Sentiment: Several firms cut price targets (examples include Sanford Bernstein’s move to Underperform and multiple downward adjustments across banks), which can cap near‑term upside until guidance clarity improves. Analyst price target updates

Salesforce Company Profile

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.