85,152 Shares in Salesforce Inc. $CRM Bought by Dundas Partners LLP

Dundas Partners LLP purchased a new stake in Salesforce Inc. (NYSE:CRM) in the 3rd quarter, HoldingsChannel reports. The fund purchased 85,152 shares of the CRM provider’s stock, valued at approximately $20,181,000. Salesforce accounts for 1.4% of Dundas Partners LLP’s portfolio, making the stock its 29th biggest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its stake in shares of Salesforce by 0.8% in the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock valued at $21,228,624,000 after buying an additional 748,772 shares in the last quarter. State Street Corp increased its position in shares of Salesforce by 1.6% during the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after acquiring an additional 776,300 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Salesforce by 0.6% during the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock worth $5,669,224,000 after acquiring an additional 114,504 shares in the last quarter. Norges Bank acquired a new stake in shares of Salesforce in the 2nd quarter worth about $2,826,049,000. Finally, Amundi lifted its position in Salesforce by 26.2% in the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after acquiring an additional 1,612,413 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Analysts Set New Price Targets

CRM has been the subject of a number of recent research reports. Piper Sandler reissued an “overweight” rating and set a $250.00 price objective (down from $280.00) on shares of Salesforce in a report on Thursday, February 26th. Wedbush restated an “outperform” rating and issued a $375.00 target price on shares of Salesforce in a report on Tuesday, February 24th. KeyCorp cut their target price on Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 24th. Robert W. Baird lowered their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Finally, Canaccord Genuity Group restated a “buy” rating and set a $300.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $283.14.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Recent earnings and market reaction — Salesforce reported an earnings beat and record revenue, and the stock has rebounded from recent lows as investors appear to be looking past worst‑case AI fears. This is the main driver of improving sentiment. Salesforce: A Week After Earnings, the Market Has Spoken
• Positive Sentiment: Large buyback and cash flow strength — Analysts highlight a meaningful free cash flow beat and Salesforce’s announcement of a massive $50B buyback, which can materially support share price and EPS over time. Salesforce: AI Disruption Fears Create Mispricing
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have reiterated or raised ratings (e.g., Phillip Securities maintained a Buy with a $253 target), helping lift investor confidence. Upgrades/price‑target moves are directly supportive of the rally. Phillip Securities Maintains a Buy on Salesforce (CRM)
• Positive Sentiment: Product/AI momentum and partnerships — New AI initiatives (Agentforce) and a Formula 1 fan‑agent rollout show tangible go‑to‑market AI use cases that support long‑term monetization of AI features. Salesforce Inc. (CRM) Leverages AI to Transform Fan and Customer Engagement
• Neutral Sentiment: Analyst/industry writeups highlight momentum and valuation — Several outlets (Zacks) list Salesforce among software names positioned to benefit from a sector recovery; these articles boost visibility but provide less immediate price impact than earnings or buybacks. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Geographic expansion — Reports noting the Philippines as a fast‑growing market signal incremental revenue opportunities but are less likely to move the stock near term. Philippines fastest-growing market for Salesforce in Southeast Asia
• Negative Sentiment: Ongoing AI disruption and valuation concerns — Despite improving signals, investors remain wary that AI could compress demand or enable lower‑cost competitors; the stock still reflects a material YTD and 1‑year decline, keeping downside risk present. Is Salesforce (CRM) Pricing Reflect Its Cash Flow Outlook After Recent Share Price Weakness

Salesforce Stock Up 0.3%

Shares of NYSE:CRM opened at $202.04 on Monday. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $296.05. The company has a market capitalization of $186.48 billion, a PE ratio of 25.87, a price-to-earnings-growth ratio of 1.47 and a beta of 1.29. The business has a fifty day moving average price of $217.21 and a two-hundred day moving average price of $236.79. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.76. The firm had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The business’s revenue was up 12.1% compared to the same quarter last year. During the same period last year, the firm 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 forecast that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The business 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 dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio is 22.54%.

Insider Activity

In related news, Director David Blair Kirk bought 1,936 shares of the company’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 acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director directly owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.00% of the company’s stock.

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.