Cantor Fitzgerald L. P. Acquires 19,096 Shares of Salesforce Inc. $CRM

Cantor Fitzgerald L. P. boosted its holdings in Salesforce Inc. (NYSE:CRM) by 349.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,565 shares of the CRM provider’s stock after purchasing an additional 19,096 shares during the quarter. Cantor Fitzgerald L. P.’s holdings in Salesforce were worth $5,822,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Capital World Investors boosted its position in shares of Salesforce by 159.0% in the 3rd 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 in the last quarter. Norges Bank bought a new position in Salesforce during the 2nd quarter valued at approximately $2,826,049,000. Laurel Wealth Advisors LLC raised its stake in Salesforce by 27,361.5% during the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after buying an additional 3,411,700 shares during the last quarter. Hotchkis & Wiley Capital Management LLC bought a new stake in Salesforce in the third quarter worth $484,852,000. Finally, Alyeska Investment Group L.P. boosted its holdings 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 acquiring an additional 1,842,117 shares in the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

CRM has been the subject of several analyst reports. Arete Research upgraded Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. DA Davidson cut their price objective on shares of Salesforce from $235.00 to $200.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. Royal Bank Of Canada reduced their price objective on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating for the company in a research note on Thursday, February 26th. Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 target price on shares of Salesforce in a report on Thursday, February 26th. Finally, Robert W. Baird dropped their target price on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $282.06.

Salesforce Trading Down 3.3%

Salesforce stock opened at $192.63 on Friday. Salesforce Inc. has a one year low of $174.57 and a one year high of $296.05. The business’s fifty day moving average is $210.48 and its 200 day moving average is $235.09. The stock has a market capitalization of $177.80 billion, a PE ratio of 24.66, a price-to-earnings-growth ratio of 1.40 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.Salesforce’s revenue was up 12.1% on a year-over-year basis. During the same quarter in the previous year, the firm 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. On average, sell-side analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio is presently 22.54%.

Insider Buying and Selling

In related news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David Blair Kirk bought 1,936 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the acquisition, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. The trade was a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is owned by corporate insiders.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce (NYSE:CRM) Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

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.