Salesforce Inc. $CRM Stock Position Increased by &PARTNERS

&PARTNERS increased its position in Salesforce Inc. (NYSE:CRM) by 73.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 145,232 shares of the CRM provider’s stock after buying an additional 61,589 shares during the quarter. &PARTNERS’s holdings in Salesforce were worth $38,484,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Byrne Asset Management LLC lifted its holdings in shares of Salesforce by 1.0% during the fourth quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock valued at $1,147,000 after purchasing an additional 43 shares during the last quarter. Mathes Company Inc. lifted its stake in Salesforce by 0.4% during the third quarter. Mathes Company Inc. now owns 12,558 shares of the CRM provider’s stock valued at $2,976,000 after buying an additional 45 shares in the last quarter. Fred Alger Management LLC lifted its stake in Salesforce by 0.3% during the third quarter. Fred Alger Management LLC now owns 14,943 shares of the CRM provider’s stock valued at $3,548,000 after buying an additional 45 shares in the last quarter. Beacon Capital Management LLC boosted its holdings in shares of Salesforce by 3.5% in the third quarter. Beacon Capital Management LLC now owns 1,372 shares of the CRM provider’s stock worth $325,000 after buying an additional 46 shares during the period. Finally, Fulcrum Asset Management LLP increased its position in shares of Salesforce by 1.7% in the third quarter. Fulcrum Asset Management LLP now owns 2,774 shares of the CRM provider’s stock worth $657,000 after acquiring an additional 46 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

CRM has been the topic of a number of recent analyst reports. Sanford C. Bernstein reduced their price target on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating for the company in a research report on Thursday, May 28th. Canaccord Genuity Group reissued a “buy” rating and set a $225.00 target price on shares of Salesforce in a research note on Tuesday. Morgan Stanley reduced their target price on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a report on Monday, February 23rd. Citizens Jmp reaffirmed a “market outperform” rating and issued a $315.00 target price on shares of Salesforce in a research report on Thursday, May 28th. Finally, Roth Mkm reiterated a “buy” rating and set a $325.00 price target on shares of Salesforce in a report on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.26.

Salesforce Stock Down 1.7%

CRM opened at $161.74 on Wednesday. The company has a market capitalization of $132.47 billion, a PE ratio of 18.72, a price-to-earnings-growth ratio of 1.02 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. Salesforce Inc. has a fifty-two week low of $160.50 and a fifty-two week high of $276.80. The business has a 50-day moving average of $179.14 and a 200-day moving average of $205.79.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The business had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. During the same quarter in the previous year, the business posted $2.58 EPS. The firm’s quarterly revenue was up 13.3% compared to the same quarter last year. 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 10.29 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently disclosed 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. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.1%. Salesforce’s dividend payout ratio is currently 20.37%.

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

Insider Buying and Selling at Salesforce

In other news, Director Laura Alber acquired 2,571 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The stock was acquired at an average cost 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 approximately $1,854,347.40. This represents a 36.94% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 3.50% of the company’s stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is deepening its push into agentic AI by acquiring Fin, an AI customer-service platform that handles queries across chat, email, WhatsApp, SMS, phone and Slack. Investors are viewing the deal as a strategic step that could strengthen Salesforce’s position in the fast-growing AI automation market. Reuters article
• Positive Sentiment: Analysts at firms including Wedbush, Canaccord Genuity and Needham reaffirmed bullish views, with price targets well above the current share price, suggesting Wall Street sees meaningful upside if Salesforce’s AI strategy gains traction. Benzinga article
• Positive Sentiment: Commentary around Salesforce’s strong cash generation, rising margins and a $50 billion buyback plan is supporting the investment case by highlighting its ability to fund acquisitions while still returning capital to shareholders. Yahoo Finance article
• Neutral Sentiment: Wedbush said the Fin purchase shows Salesforce is moving faster than expected to secure the AI agent market, but investors are still waiting to see whether these acquisitions translate into faster revenue growth and better returns. Proactive Investors article
• Negative Sentiment: Some coverage is focusing on Salesforce’s steep share-price decline over the past year and the concern that its acquisition-heavy strategy has not yet restored investor confidence, keeping pressure on CRM stock. Invezz article

Salesforce 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.