Banco Bilbao Vizcaya Argentaria S.A. Sells 67,757 Shares of Salesforce Inc. $CRM

Banco Bilbao Vizcaya Argentaria S.A. lowered its position in Salesforce Inc. (NYSE:CRM) by 27.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 182,327 shares of the CRM provider’s stock after selling 67,757 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Salesforce were worth $48,354,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC boosted its holdings in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after buying an additional 3,102 shares during the period. Revolve Wealth Partners LLC raised its holdings in Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after acquiring an additional 205 shares during the period. Bison Wealth LLC lifted its position in shares of Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank boosted its holdings in shares of Salesforce by 5.2% in the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after acquiring an additional 500 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Stock Performance

Shares of CRM opened at $154.88 on Thursday. Salesforce Inc. has a 12-month low of $154.23 and a 12-month high of $276.80. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The company has a market cap of $126.85 billion, a PE ratio of 17.93, a price-to-earnings-growth ratio of 1.01 and a beta of 1.16. The stock has a 50-day moving average price of $178.54 and a 200-day moving average price of $205.28.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping 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 analysts’ expectations of $11.05 billion. During the same period in the prior year, the business earned $2.58 earnings per share. Salesforce’s revenue for the quarter 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. As a group, equities analysts forecast that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce announced that its board has authorized a share buyback plan on Monday, March 16th that permits the company to buyback $25.00 billion in outstanding shares. This buyback authorization permits the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Salesforce Dividend Announcement

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

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a $3.6 billion acquisition of Fin, a customer AI agent platform, reinforcing its push into agentic AI and potentially expanding its automation and customer-service capabilities. Salesforce to acquire customer AI agent platform Fin for $3.6B
• Positive Sentiment: Some analysts remain constructive, with reaffirmed Buy ratings and targets well above the current share price, suggesting potential upside if Salesforce’s AI strategy and cash generation continue to improve. Analyst rating updates
• Neutral Sentiment: UBS reiterated a Neutral rating, reflecting a wait-and-see stance as investors assess whether Salesforce can convert its AI investments into faster growth. UBS sticks neutral
• Neutral Sentiment: Reports highlighting strong cash flow, rising margins, and a large buyback plan support the view that Salesforce still has financial flexibility to reward shareholders while investing in growth. CRM’s Record Cash Generation Support Robust Shareholder Returns
• Negative Sentiment: Multiple articles raised concerns that Salesforce’s acquisition-heavy strategy may not be translating into sustained growth reacceleration, with some analysts cutting fair value estimates and questioning AI monetization. Salesforce (CRM) Stock Sees Fair Value Cut As Analysts Question AI Growth Path
• Negative Sentiment: Commentary also pointed to “unit economic” concerns and recent share-price weakness, suggesting investors are worried the market is still paying closer attention to execution risk than to the long-term AI opportunity. Salesforce: Putting The Spotlight On The Unit Economic Concerns

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a research note on Monday. Stifel Nicolaus decreased their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Macquarie Infrastructure lowered their price target on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a report on Thursday, May 28th. HSBC boosted their price objective on shares of Salesforce from $350.00 to $356.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Finally, Barclays decreased their target price on shares of Salesforce from $252.00 to $236.00 and set an “overweight” rating on the stock in a report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.26.

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.