Salesforce Inc. $CRM Shares Purchased by Great Valley Advisor Group Inc.

Great Valley Advisor Group Inc. boosted its position in Salesforce Inc. (NYSE:CRM) by 9.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,322 shares of the CRM provider’s stock after purchasing an additional 3,237 shares during the period. Great Valley Advisor Group Inc.’s holdings in Salesforce were worth $9,622,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in CRM. Norges Bank acquired a new stake in Salesforce in the fourth quarter worth approximately $3,182,951,000. Capital World Investors lifted its position in Salesforce by 159.0% in 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 period. Capital International Investors lifted its position in Salesforce by 13.3% in the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after purchasing an additional 2,669,891 shares during the period. Hotchkis & Wiley Capital Management LLC acquired a new stake in Salesforce in the third quarter worth approximately $484,852,000. Finally, Alyeska Investment Group L.P. lifted its position in Salesforce by 285.4% in the third quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock worth $589,568,000 after purchasing an additional 1,842,117 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Salesforce

In other news, Director David Blair Kirk bought 2,570 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were bought at an average cost of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were purchased at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the purchase, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is owned by insiders.

Salesforce Price Performance

Shares of NYSE:CRM opened at $166.81 on Friday. The company’s fifty day moving average is $180.50 and its two-hundred day moving average is $207.18. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a 12-month low of $163.31 and a 12-month high of $276.80. The company has a market cap of $136.61 billion, a P/E ratio of 19.31, a price-to-earnings-growth ratio of 1.06 and a beta of 1.16.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $11.05 billion. During the same period in the previous year, the business earned $2.58 EPS. The company’s revenue 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. Equities analysts expect that Salesforce Inc. will post 10.3 earnings per share for the current fiscal year.

Salesforce declared that its board has authorized a share buyback program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization authorizes the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s payout ratio is 20.37%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Mizuho cut their price objective on Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a research report on Thursday, February 26th. BTIG Research reiterated a “buy” rating and set a $255.00 price objective on shares of Salesforce in a research report on Tuesday, May 26th. Cantor Fitzgerald reiterated an “overweight” rating and set a $250.00 price objective on shares of Salesforce in a research report on Thursday, May 28th. HSBC increased their price objective on Salesforce from $350.00 to $356.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Citigroup reiterated a “market outperform” rating on shares of Salesforce in a research report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $259.26.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s Agentforce annual recurring revenue has surged to $1.2 billion, up 205% year over year, suggesting its AI push is gaining real traction and could support longer-term growth. Salesforce’s AI Business Is Growing More Than 200%, but the Stock Is Near a 52-Week Low. Something Has to Give.
• Positive Sentiment: Salesforce’s acquisition of m3ter should help expand usage-based AI revenue by improving metering and billing for Agentforce and other AI products, which may open new monetization opportunities. Salesforce m3ter Deal Highlights Shift Toward Usage Based AI Revenue
• Positive Sentiment: Reports that Salesforce’s stake in Anthropic has risen to about $5 billion highlight its strategic exposure to a leading AI startup and reinforce the company’s commitment to AI investment. Salesforce’s Anthropic Stake Reportedly Reaches $5 Billion as AI Startup Eyes IPO, Bloomberg Reports
• Neutral Sentiment: TitanX expanded its Salesforce integration with automated phone intent scoring and contact enrichment, which is incremental ecosystem news but not likely to move CRM shares by itself. TitanX Expands Salesforce and HubSpot Integrations with Automated Phone Intent™ Scoring and Contact Enrichment
• Negative Sentiment: Several recent articles note that Salesforce stock is still sliding, near a 52-week low, and that investors remain skeptical despite AI growth, reflecting ongoing valuation and execution concerns. Our Salesforce Stock Pick Has Flopped. We’re Moving On.
• Negative Sentiment: Broader cloud-stock weakness, highlighted by Oracle’s sharp decline after earnings, is adding sector pressure that can weigh on Salesforce even when company-specific news is positive. Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide

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.