Andra AP fonden Reduces Stock Holdings in Salesforce Inc. $CRM

Andra AP fonden reduced its position in Salesforce Inc. (NYSE:CRM) by 59.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 71,145 shares of the CRM provider’s stock after selling 103,000 shares during the quarter. Andra AP fonden’s holdings in Salesforce were worth $16,861,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in CRM. Norges Bank purchased a new stake in Salesforce in the 2nd quarter worth about $2,826,049,000. Laurel Wealth Advisors LLC boosted its position in Salesforce by 27,361.5% during the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after purchasing an additional 3,411,700 shares during the period. Acadian Asset Management LLC increased its stake in shares of Salesforce by 1,729.6% in the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock worth $538,020,000 after purchasing an additional 1,865,297 shares in the last quarter. Generation Investment Management LLP purchased a new position in shares of Salesforce in the third quarter worth about $431,157,000. Finally, Amundi raised its position in shares of Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after purchasing an additional 1,612,413 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Insider Transactions at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director G Mason Morfit bought 96,000 shares of the business’s stock in a transaction dated Friday, December 5th. The stock was bought at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the purchase, the director owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is owned by company insiders.

Salesforce Stock Performance

NYSE CRM opened at $194.47 on Friday. The company has a 50-day simple moving average of $223.98 and a two-hundred day simple moving average of $238.32. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $303.07. The firm has a market cap of $182.22 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 1.36 and a beta of 1.27. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14.

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

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be given a $0.44 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio is currently 21.25%.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 beat on profitability and AI traction — Non‑GAAP EPS came in at $3.81 (well above consensus) and management highlighted Agentforce/AI monetization as a growth driver, supporting the view that AI is adding commercial value. Revenue In Line With Expectations
• Positive Sentiment: Big capital‑return program — Salesforce raised its dividend and authorized a $50B buyback, signaling management confidence and improving EPS leverage if executed. That buyback is a clear near‑term support for the share price. AI Bet & Buyback
• Neutral Sentiment: Long‑term targets updated — Management lifted multiyear ambitions (targeting roughly $63B revenue by FY2030) and kept FY27 EPS guidance in a tight range; this supports the long‑term bull case but leaves near‑term pacing ambiguous. FY30 Target & Guidance
• Negative Sentiment: Near‑term guidance and metrics disappointed some — cRPO and other cloud momentum measures were only in‑line, and commentary implied a mid‑year slowdown before AI‑driven reacceleration, which hurt investor confidence. Jefferies on Near‑Term Slowdown
• Negative Sentiment: Analyst cuts and mixed ratings — Several banks trimmed price targets (examples: Sanford Bernstein, TD Cowen, RBC, BMO, Barclays, DA Davidson) or issued neutral/underperform stances, increasing short‑term selling pressure as models were reset. Analyst Revisions
• Negative Sentiment: Investor skepticism over AI impact persists — Coverage highlights that some investors still worry AI could compress SaaS economics despite management’s assurances, creating continued volatility in CRM shares. 3 Reasons Earnings Failed to Impress

Analysts Set New Price Targets

Several research analysts recently commented on CRM shares. UBS Group cut their price objective on shares of Salesforce from $260.00 to $200.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th. Macquarie Infrastructure raised their target price on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. Jefferies Financial Group cut their price objective on shares of Salesforce from $375.00 to $250.00 and set a “buy” rating for the company in a research report on Monday. Guggenheim reaffirmed a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Finally, Royal Bank Of Canada lowered their target price on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $283.06.

About Salesforce

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.