Brandywine Global Investment Management LLC Has $109.99 Million Stock Position in Salesforce Inc. $CRM

Brandywine Global Investment Management LLC lifted its stake in shares of Salesforce Inc. (NYSE:CRM) by 13.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 415,202 shares of the CRM provider’s stock after buying an additional 49,874 shares during the period. Salesforce makes up 0.7% of Brandywine Global Investment Management LLC’s investment portfolio, making the stock its 27th biggest position. Brandywine Global Investment Management LLC’s holdings in Salesforce were worth $109,991,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Rockland Trust Co. raised its stake in Salesforce by 1,145.6% in the third quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock valued at $3,097,000 after buying an additional 12,017 shares in the last quarter. Alps Advisors Inc. raised its stake in Salesforce by 98.3% in the third quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock valued at $5,085,000 after buying an additional 10,633 shares in the last quarter. Midwest Trust Co raised its stake in Salesforce by 2.3% in the third quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock valued at $44,336,000 after buying an additional 4,233 shares in the last quarter. Profund Advisors LLC boosted its stake in Salesforce by 7.2% in the third quarter. Profund Advisors LLC now owns 40,041 shares of the CRM provider’s stock valued at $9,490,000 after acquiring an additional 2,704 shares in the last quarter. Finally, Krilogy Financial LLC purchased a new position in shares of Salesforce during the third quarter worth about $2,944,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Price Performance

Shares of CRM opened at $185.85 on Monday. Salesforce Inc. has a twelve month low of $163.52 and a twelve month high of $276.80. The stock’s 50 day moving average is $181.31 and its two-hundred day moving average is $208.71. The firm has a market capitalization of $152.21 billion, a PE ratio of 21.51, a P/E/G ratio of 1.15 and a beta of 1.16. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15.

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

Salesforce declared that its Board of Directors has initiated a stock buyback program on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to purchase up to 14.1% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Salesforce Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

Insider Buying and Selling

In related news, Director Laura Alber purchased 2,571 shares of Salesforce stock in a transaction dated Thursday, March 19th. The stock was bought at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the transaction, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director David Blair Kirk purchased 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The shares were bought at an average price of $194.62 per share, with a total value of $500,173.40. Following the completion of the transaction, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. The SEC filing for this purchase provides additional information. 3.50% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have recently commented on CRM shares. Oppenheimer cut their target price on Salesforce from $275.00 to $250.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. Truist Financial set a $280.00 target price on Salesforce in a research report on Thursday, February 26th. Citigroup reiterated a “market outperform” rating on shares of Salesforce in a research report on Thursday, May 28th. Bank of America started coverage on Salesforce in a research report on Monday, May 18th. They set an “underperform” rating and a $160.00 target price on the stock. Finally, BTIG Research reiterated a “buy” rating and set a $255.00 target price on shares of Salesforce in a research report on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $257.97.

Key Salesforce News

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

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.