Salesforce Inc. $CRM Shares Bought by Dakota Wealth Management

Dakota Wealth Management increased its position in Salesforce Inc. (NYSE:CRM) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,196 shares of the CRM provider’s stock after buying an additional 3,826 shares during the period. Dakota Wealth Management’s holdings in Salesforce were worth $9,854,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its stake 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 lifted its stake in shares of Salesforce by 0.3% during the 3rd quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock worth $11,732,966,000 after purchasing an additional 159,739 shares during the period. Capital International Investors boosted its holdings in shares of Salesforce by 9.4% during the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock worth $4,753,519,000 after purchasing an additional 1,729,440 shares during the last quarter. Capital World Investors boosted its holdings in shares of Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock worth $4,106,255,000 after purchasing an additional 10,636,161 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Salesforce in the second quarter valued at $2,826,049,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: U.S. Department of Labor selected Salesforce’s Agentforce to power a new AI contact-center agent (DOLA), a large public-sector reference that validates Agentforce at scale and should help ARR and credibility. U.S. Department of Labor Taps Agentforce to Enhance Citizen Support
• Positive Sentiment: The Veterans Health Administration deployed a Salesforce-powered agentic operating system across 150+ VA centers, representing a major healthcare win and meaningful scale for Agentforce adoption. VHA Deploys Salesforce-Powered Agentic Operating System
• Positive Sentiment: Adecco Group is rolling out Agentforce globally for recruitment workflows, a commercial customer deployment that demonstrates enterprise demand and cross-industry scalability for Salesforce’s AI offerings. Adecco’s Agentforce Rollout Puts Salesforce’s AI Story To The Test
• Positive Sentiment: Analyst commentary highlights a $50B buyback program (including a $25B accelerated repurchase) that should materially cut share count (>10%) and lift EPS, making the stock more attractive on a sub-15x FY27 EPS multiple. Salesforce: Billions Of Reasons To Own
• Positive Sentiment: Coverage noting margin gains from cost cuts and AI-driven revenue improvement — management’s efficiency moves are boosting profitability, though analysts flag future investment needs. Salesforce’s Cost Cuts Boost Margins: Will Expansion Continue Further?
• Neutral Sentiment: Salesforce adjusted executive compensation (skipping raises for director-level and above while increasing stock/bonus pools) and made <1,000 role reductions; shows cost discipline but also signaling continued focus on productivity. Salesforce Resets Executive Pay And Leadership As Shares Trade Below Targets
• Neutral Sentiment: Minor corporate items: equity awards tied to the Apromore acquisition and institutional portfolio moves (e.g., ARK trimming) — not material to fundamentals but worth monitoring for insider/ownership trends. Salesforce Grants Equity Awards to Apromore Under Its Inducement Equity Incentive Plan
• Negative Sentiment: AI-competition and safety fears persist: an earlier selloff followed news that Anthropic’s Claude can control computers, stoking concerns about agent capabilities, regulation and competitive threats that can pressure multiples. Why Salesforce (CRM) Shares Are Getting Obliterated Today
• Negative Sentiment: Coverage noting short-term AI worries and cautious investor positioning has caused periodic volatility despite durable enterprise demand. Salesforce (CRM) Declined on AI Concerns but Remains a Mission-Critical Enterprise Platform

Salesforce Stock Up 2.0%

Shares of Salesforce stock opened at $185.56 on Friday. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $296.05. The stock has a market cap of $171.27 billion, a price-to-earnings ratio of 23.76, a price-to-earnings-growth ratio of 1.32 and a beta of 1.29. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The company has a fifty day moving average price of $199.36 and a 200 day moving average price of $231.38.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. During the same quarter in the previous year, the firm posted $2.78 earnings per share. The firm’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. Equities research analysts forecast 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. Investors of record on Thursday, April 9th will be given a dividend of $0.44 per share. This is a boost 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 annualized dividend and a yield of 0.9%. Salesforce’s dividend payout ratio is presently 21.25%.

Salesforce declared that its board has authorized a share repurchase plan on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. Barclays cut their price objective on shares of Salesforce from $265.00 to $252.00 and set an “overweight” rating on the stock in a report on Thursday, February 26th. The Goldman Sachs Group restated a “buy” rating and issued a $281.00 target price on shares of Salesforce in a report on Thursday, February 26th. Finally, Morgan Stanley dropped their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $280.21.

Insider Buying and Selling

In other news, Director Laura Alber acquired 2,571 shares of the company’s stock in a transaction dated Thursday, March 19th. The shares were bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the purchase, the director directly owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The shares were purchased at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the transaction, the director owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This represents a 23.11% increase in their position. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by corporate insiders.

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.