Compagnie Lombard Odier SCmA Sells 32,840 Shares of Salesforce Inc. $CRM

Compagnie Lombard Odier SCmA cut its holdings in shares of Salesforce Inc. (NYSE:CRM) by 18.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 147,338 shares of the CRM provider’s stock after selling 32,840 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Salesforce were worth $39,031,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CRM. Aspire Growth Partners LLC raised its position in shares of Salesforce by 1.2% during the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock worth $795,000 after purchasing an additional 39 shares during the period. Abacus Planning Group Inc. grew its position in shares of Salesforce by 3.1% in the 3rd quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock valued at $337,000 after purchasing an additional 43 shares during the period. Byrne Asset Management LLC increased its stake in Salesforce by 1.0% during the 4th quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock worth $1,147,000 after purchasing an additional 43 shares in the last quarter. Code Waechter LLC increased its stake in Salesforce by 5.3% during the 3rd quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock worth $209,000 after purchasing an additional 44 shares in the last quarter. Finally, Capital A Wealth Management LLC raised its holdings in Salesforce by 40.9% during the 2nd quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock worth $41,000 after buying an additional 45 shares during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Salesforce

In related news, Director Laura Alber acquired 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was bought at an average price of $194.58 per share, with a total value of $500,265.18. Following the acquisition, the director owned 9,530 shares in the company, valued at $1,854,347.40. This represents a 36.94% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk bought 2,570 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of the purchase, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. This represents a 23.11% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on CRM. Piper Sandler reaffirmed an “overweight” rating and issued a $250.00 price target (down from $280.00) on shares of Salesforce in a research note on Thursday, February 26th. Macquarie Infrastructure raised their price objective on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Evercore cut their price objective on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. BMO Capital Markets reduced their target price on shares of Salesforce from $235.00 to $225.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Finally, DA Davidson lowered their target price on Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a report on Friday, February 27th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $280.21.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company fundamentals and guidance remain supportive: Salesforce recently reported stronger-than-expected quarterly EPS and raised FY‑2027 guidance, underpinning confidence in cash generation and margins. Earnings & guidance
• Positive Sentiment: Accelerated $25B buyback: Analysts expect Salesforce to materially ramp repurchases in FY‑2027; a large, accelerated buyback reduces share count and supports EPS, a clear bullish catalyst. Salesforce asserts growth and cash trajectory with accelerated $25B buyback
• Positive Sentiment: AI product traction: Agentforce showing 169% ARR growth and strong deal flow, while Slack/Slackbot received a major AI feature boost — both support recurring revenue expansion and cross‑sell into Sales/Service clouds. These product wins help justify higher forward multiples. Agentforce AI growth Slack adds 30 AI features
• Positive Sentiment: Bullish analyst and price-target moves: BTIG reaffirmed a Buy and set a $255 target, giving upside from current levels and supporting investor sentiment. BTIG buy rating $255 PT
• Neutral Sentiment: Insiders/whale activity: Ray Dalio’s Bridgewater disclosed a minor reduction in its long-standing CRM stake; the move appears modest and more portfolio rebalancing than a conviction change. Dalio reduces holding
• Neutral Sentiment: Industry integrations: A compliance‑focused messaging partner launched a native integration for Marketing Cloud (helps adoption in regulated verticals but is incremental). Compliance messaging integration
• Negative Sentiment: Bear activity and sector skepticism: A noted short seller highlighted an “AI paradox” trade against Salesforce and other software names, and broader software sell‑offs this year keep downside risk if AI expectations disappoint. These narratives can pressure the stock despite company-level positives. Short seller activity Sector sell-off context

Salesforce Trading Down 0.2%

Salesforce stock opened at $186.29 on Thursday. The company has a market cap of $171.94 billion, a price-to-earnings ratio of 23.85, a P/E/G ratio of 1.36 and a beta of 1.29. The firm has a 50-day moving average of $196.19 and a 200-day moving average of $229.51. 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 Inc. has a one year low of $174.57 and a one year high of $296.05.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating 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 business had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. During the same quarter in the previous year, the business earned $2.78 earnings per share. Salesforce’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. On average, equities analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce announced that its Board of Directors has initiated a share buyback plan on Monday, March 16th that permits the company to repurchase $25.00 billion in outstanding 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 generally an indication that the company’s board believes its shares are undervalued.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be given a dividend of $0.44 per share. 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 annualized dividend and a dividend yield of 0.9%. Salesforce’s payout ratio is presently 21.25%.

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.