Salesforce Inc. $CRM Shares Sold by Amova Asset Management Americas Inc.

Amova Asset Management Americas Inc. reduced its stake in Salesforce Inc. (NYSE:CRM) by 17.6% in the 3rd quarter, Holdings Channel reports. The firm owned 77,801 shares of the CRM provider’s stock after selling 16,630 shares during the quarter. Amova Asset Management Americas Inc.’s holdings in Salesforce were worth $18,436,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in Salesforce by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock worth $21,228,624,000 after acquiring an additional 748,772 shares during the period. State Street Corp boosted its stake in shares of Salesforce by 1.6% in the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after purchasing an additional 776,300 shares during the period. Geode Capital Management LLC grew its holdings in Salesforce by 0.6% during the 2nd quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after purchasing an additional 114,504 shares in the last quarter. Norges Bank purchased a new stake in Salesforce during the 2nd quarter worth $2,826,049,000. Finally, Amundi lifted its holdings in Salesforce by 26.2% in the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after buying an additional 1,612,413 shares in the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Salesforce

In other news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction 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 transaction, the director owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director David Blair Kirk acquired 1,936 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

CRM has been the topic of a number of analyst reports. Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 target price on shares of Salesforce in a research report on Thursday, February 26th. Evercore dropped their price objective on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. JPMorgan Chase & Co. reduced their target price on Salesforce from $365.00 to $320.00 and set an “overweight” rating for the company in a research note on Thursday, February 26th. Mizuho dropped their price target on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Finally, Sanford C. Bernstein reduced their price objective on shares of Salesforce from $223.00 to $194.00 and set an “underperform” rating on the stock in a research note on Thursday, February 26th. One 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 given a Sell rating to the company. According to data from MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and an average price target of $283.14.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is using its Formula 1 partnership to showcase Agentforce (AI agents) and illustrate how large-brand marketing can accelerate adoption and commercial awareness for its AI offerings. This supports Salesforce’s narrative of shifting from seat‑based software to “digital labor” revenue potential. Salesforce Uses Formula 1 Deal To Showcase Agentforce AI Growth Potential
• Positive Sentiment: Company messaging and product launches (Agentforce for Communications, new partnerships such as Asymbl and GoDaddy integrating MuleSoft) reinforce a strategic pivot to AI agents and higher‑value workflows — a growth narrative that can support longer‑term revenue re‑rating if adoption scales. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
• Neutral Sentiment: Analyst and market commentary is revisiting CRM’s valuation after recent share weakness; pieces outline arguments both for continued undervaluation and for cautious outlooks depending on AI conversion speed and margin mix. This drives trading volatility but not a clear directional signal. A Look At Salesforce (CRM) Valuation After Recent Share Price Weakness And Undervaluation Debate
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript) reiterates strategy, product roadmap and capital‑return priorities — useful for modelers but no new guidance that materially changes near‑term estimates. Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Coverage noting CRM as a “trending” stock and other media explainers (Zacks, TheStreet) increase attention but present mixed analyst actions and viewpoints — attention can lift liquidity but also amplify sell‑side target changes. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
• Neutral Sentiment: Partner ecosystem activity: Faye’s acquisition of CRM Science (a Salesforce partner) underscores ecosystem consolidation and reseller dynamics — generally supportive of services demand but not directly material to revenue guidance. Faye Acquires CRM Science, Award Winning Salesforce Partner
• Negative Sentiment: Piper Sandler trimmed its price target to $250 (from $280) despite maintaining an Overweight rating — analyst downgrades or target cuts increase near‑term downside risk by lowering benchmarks investors use to value CRM. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
• Negative Sentiment: Coverage highlighting startups and AI tools building bespoke CRMs signals a competitive threat: AI‑native vendors could displace legacy vendors in some segments faster than expected, pressuring growth and pricing power. Meet the Companies Vibe Coding Their Own CRMs

Salesforce Stock Performance

CRM stock opened at $193.15 on Thursday. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $298.08. The stock has a market capitalization of $178.28 billion, a price-to-earnings ratio of 24.73, a PEG ratio of 1.43 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.98 and a current ratio of 0.76. The stock’s fifty day moving average is $219.76 and its two-hundred day moving average is $237.46.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The company’s revenue for the quarter was up 12.1% compared to the same quarter last year. During the same quarter last year, the company earned $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. On average, research analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be issued a $0.44 dividend. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio is currently 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.