Salesforce Inc. $CRM Stock Holdings Reduced by 111 Capital

111 Capital cut its position in shares of Salesforce Inc. (NYSE:CRM) by 69.9% in the third quarter, Holdings Channel reports. The firm owned 5,959 shares of the CRM provider’s stock after selling 13,822 shares during the period. 111 Capital’s holdings in Salesforce were worth $1,412,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Evolution Wealth Management Inc. acquired a new stake in Salesforce in the second quarter valued at approximately $27,000. Marquette Asset Management LLC bought a new position in shares of Salesforce during the 3rd quarter valued at $26,000. Spurstone Advisory Services LLC acquired a new stake in shares of Salesforce in the 2nd quarter valued at $34,000. Country Trust Bank boosted its holdings in Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares in the last quarter. Finally, Decker Retirement Planning Inc. increased its position in Salesforce by 284.6% during the second quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider’s stock worth $41,000 after buying an additional 111 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Salesforce

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

Analyst Upgrades and Downgrades

CRM has been the subject of a number of analyst reports. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. Canaccord Genuity Group reissued a “buy” rating and issued a $300.00 price target on shares of Salesforce in a research report on Thursday, December 4th. Citizens Jmp restated a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a research note on Tuesday, December 2nd. Morgan Stanley decreased their price objective on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a report on Monday, February 23rd. Finally, Guggenheim reissued a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and an average price target of $283.06.

Insider Transactions at Salesforce

In other Salesforce 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 value of $929,259.10. Following the completion of the sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director G Mason Morfit acquired 96,000 shares of the firm’s stock in a transaction dated Friday, December 5th. The shares were purchased at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the acquisition, the director directly owned 2,994,509 shares in the company, valued at $780,309,155.22. This represents a 3.31% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 3.00% of the company’s stock.

Salesforce Price Performance

NYSE:CRM opened at $194.47 on Monday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.98. Salesforce Inc. has a one year low of $174.57 and a one year high of $303.07. The company has a fifty day moving average price of $223.98 and a 200 day moving average price of $238.38. The stock has a market cap of $182.22 billion, a P/E ratio of 24.90, a PEG ratio of 1.42 and a beta of 1.29.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (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 analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The business’s quarterly revenue was up 12.1% on a year-over-year basis. During the same period last year, the business posted $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be paid a dividend of $0.44 per share. 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%. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio is presently 21.25%.

Salesforce 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.