Capital International Inc. CA Purchases 45,178 Shares of Salesforce Inc. $CRM

Capital International Inc. CA grew its position in Salesforce Inc. (NYSE:CRM) by 11.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 426,351 shares of the CRM provider’s stock after buying an additional 45,178 shares during the period. Salesforce accounts for about 0.9% of Capital International Inc. CA’s portfolio, making the stock its 28th largest position. Capital International Inc. CA’s holdings in Salesforce were worth $112,945,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Rockland Trust Co. raised its position in shares of Salesforce by 1,145.6% in the 3rd quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock valued at $3,097,000 after purchasing an additional 12,017 shares during the last quarter. Alps Advisors Inc. raised its position in shares of Salesforce by 98.3% in the 3rd quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock valued at $5,085,000 after purchasing an additional 10,633 shares during the last quarter. Midwest Trust Co raised its position in shares of Salesforce by 2.3% in the 3rd quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock valued at $44,336,000 after purchasing an additional 4,233 shares during the last quarter. Profund Advisors LLC raised its position in shares of Salesforce by 7.2% in the 3rd quarter. Profund Advisors LLC now owns 40,041 shares of the CRM provider’s stock valued at $9,490,000 after purchasing an additional 2,704 shares during the last quarter. Finally, Krilogy Financial LLC purchased a new position in shares of Salesforce in the 3rd quarter valued at approximately $2,944,000. 80.43% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently commented on CRM. BTIG Research reaffirmed a “buy” rating and issued a $255.00 price objective on shares of Salesforce in a research report on Tuesday, May 26th. Truist Financial set a $280.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Citizens Jmp reissued a “market outperform” rating and set a $315.00 price target on shares of Salesforce in a research report on Thursday, May 28th. Cantor Fitzgerald reissued an “overweight” rating and set a $250.00 price target on shares of Salesforce in a research report on Thursday, May 28th. Finally, Piper Sandler lowered shares of Salesforce from an “overweight” rating to a “neutral” rating in a research report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $257.97.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a landmark partnership with FIFA for the 2026 World Cup and 2027 Women’s World Cup, which could showcase its AI-driven Agentforce 360 platform to a massive global audience and potentially drive future enterprise demand. Article Title
• Positive Sentiment: KeyCorp kept an Overweight rating and a $290 price target on Salesforce, while modeling earnings above consensus for FY2027, signaling continued analyst confidence in the company’s profit growth. Article Title
• Positive Sentiment: Recent commentary highlights Salesforce’s strong momentum, helped by its AI strategy, Agentforce rollout, recurring revenue base, and expanding free cash flow, which may keep long-term investors interested. Article Title
• Neutral Sentiment: Salesforce’s presentation at the Evercore Global TMT Conference and valuation-focused coverage suggest investors are still reassessing how much of the AI and Agentforce optimism is already priced in. Article Title
• Negative Sentiment: Bridgewater Associates reportedly sold Salesforce, which can pressure sentiment in the near term, although the article argues that institutional selling may create a better entry point for patient investors. Article Title

Salesforce Price Performance

NYSE:CRM opened at $185.85 on Friday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market cap of $152.21 billion, a price-to-earnings ratio of 21.51, a price-to-earnings-growth ratio of 1.17 and a beta of 1.16. The company has a 50 day moving average price of $181.31 and a 200-day moving average price of $208.90. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $276.80.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, beating the consensus estimate of $3.13 by $0.75. The firm had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the previous year, the firm earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Equities research analysts forecast that Salesforce Inc. will post 10.3 EPS for the current year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s payout ratio is 20.37%.

Salesforce announced that its Board of Directors has approved a stock repurchase program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in shares. This repurchase authorization authorizes the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s board believes its shares are undervalued.

Insider Activity at Salesforce

In related news, Director Laura Alber purchased 2,571 shares of the business’s stock in a transaction that occurred on 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. The trade was a 36.94% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David Blair Kirk purchased 2,570 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The stock was bought at an average cost of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director owned 13,689 shares in the company, valued at $2,664,153.18. This represents a 23.11% increase in their position. The SEC filing for this purchase provides additional information. 3.50% of the stock is owned by insiders.

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.