Life Cycle Investment Partners Ltd Buys New Position in Salesforce Inc. $CRM

Life Cycle Investment Partners Ltd bought a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 4th quarter, Holdings Channel.com reports. The firm bought 11,111 shares of the CRM provider’s stock, valued at approximately $2,943,000.

Several other large investors have also bought and sold shares of the company. Pathfinder Wealth Consulting Inc. bought a new position in Salesforce during the fourth quarter valued at about $414,000. Jefferies Financial Group Inc. lifted its holdings in shares of Salesforce by 159.2% during the fourth quarter. Jefferies Financial Group Inc. now owns 26,032 shares of the CRM provider’s stock valued at $6,896,000 after purchasing an additional 15,990 shares during the last quarter. Guinness Asset Management LTD lifted its holdings in shares of Salesforce by 34.5% during the fourth quarter. Guinness Asset Management LTD now owns 203,769 shares of the CRM provider’s stock valued at $54,249,000 after purchasing an additional 52,277 shares during the last quarter. Associated Banc Corp lifted its holdings in shares of Salesforce by 18.2% during the fourth quarter. Associated Banc Corp now owns 212,311 shares of the CRM provider’s stock valued at $56,243,000 after purchasing an additional 32,676 shares during the last quarter. Finally, New Millennium Group LLC lifted its holdings in shares of Salesforce by 51,300.0% during the fourth quarter. New Millennium Group LLC now owns 514 shares of the CRM provider’s stock valued at $136,000 after purchasing an additional 513 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Salesforce Stock Up 0.1%

Shares of Salesforce stock opened at $180.32 on Monday. The stock has a 50-day moving average price of $182.26 and a 200 day moving average price of $212.64. The company has a market cap of $147.54 billion, a P/E ratio of 23.09, a P/E/G ratio of 1.25 and a beta of 1.14. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. Salesforce Inc. has a 1 year low of $163.52 and a 1 year high of $280.74.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.76. The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The business’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same period in the prior year, the business earned $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, analysts expect that Salesforce Inc. will post 9.71 EPS for the current fiscal year.

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

Insider Activity

In other Salesforce news, Director David Blair Kirk acquired 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Laura Alber acquired 2,571 shares of Salesforce 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 completion of the purchase, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. This represents a 36.94% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is currently owned by corporate insiders.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced an expanded collaboration with Cint to deliver next-generation AI-powered support through Slack, reinforcing the company’s push into agentic enterprise workflows and AI-driven automation. Cint and Salesforce to Deliver the Next Generation of AI-Powered Support
• Positive Sentiment: Several analyst- and media-driven pieces highlighted Salesforce as an attractive AI and software value play, with commentary pointing to strong upside potential and expectations that Q1 results may benefit from continued digital transformation and generative AI adoption. Salesforce Likely to Beat Q1 Earnings Estimates: Time to Buy the Stock?
• Positive Sentiment: Wall Street price-target articles continue to suggest meaningful upside for CRM, with analysts’ average target implying a large gain from current levels and some firms still keeping bullish ratings. Does Salesforce (CRM) Have the Potential to Rally 53.21% as Wall Street Analysts Expect?
• Neutral Sentiment: Salesforce granted 64,296 RSUs to 27 employees tied to the Cimulate acquisition; this is routine retention-related equity compensation and is not likely to materially move the stock on its own. Salesforce Grants Equity Awards to Cimulate Under Its Inducement Equity Incentive Plan
• Neutral Sentiment: Investors are also focused on Salesforce’s upcoming earnings release and expected post-earnings volatility, which adds uncertainty but no clear directional catalyst yet. Here’s How Much Traders Expect Salesforce Stock Could Move After Earnings
• Negative Sentiment: UBS flagged a mixed enterprise software spending backdrop and said it sees limited signs of near-term acceleration in bookings, which may be weighing on sentiment into earnings. Salesforce faces tough enterprise software backdrop heading into earnings, says UBS
• Negative Sentiment: Bank of America reiterated an Underperform rating with a $160 target, signaling that some analysts remain cautious on the stock despite Salesforce’s strong market position. BofA Maintains Underperform Rating on Salesforce (CRM)

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. Citigroup reduced their target price on Salesforce from $200.00 to $188.00 and set a “neutral” rating for the company in a report on Tuesday, May 12th. Roth Mkm reduced their target price on Salesforce from $395.00 to $325.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Barclays reduced their target price on Salesforce from $265.00 to $252.00 and set an “overweight” rating for the company in a report on Thursday, February 26th. TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a report on Friday. Finally, BMO Capital Markets reduced their target price on Salesforce from $235.00 to $225.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and an average price target of $274.12.

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.