Salesforce Inc. $CRM Stock Position Decreased by Loring Wolcott & Coolidge Fiduciary Advisors LLP MA

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lowered its holdings in Salesforce Inc. (NYSE:CRM) by 21.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 160,700 shares of the CRM provider’s stock after selling 43,436 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Salesforce were worth $42,571,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its position in Salesforce by 13.7% in the fourth 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 increased its stake in shares of Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after purchasing an additional 205 shares during the period. Bison Wealth LLC boosted 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 buying an additional 184 shares during the period. Sivia Capital Partners LLC raised its stake in Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank grew its stake 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 purchasing an additional 500 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce Trading Up 1.5%

Salesforce stock opened at $189.91 on Thursday. Salesforce Inc. has a 1 year low of $163.52 and a 1 year high of $296.05. The firm’s 50 day moving average price is $187.68 and its two-hundred day moving average price is $222.98. The firm has a market cap of $155.39 billion, a price-to-earnings ratio of 24.32, a price-to-earnings-growth ratio of 1.36 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. The business 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%.Salesforce’s revenue was up 12.1% compared to the same quarter last year. During the same period in the prior year, the business posted $2.78 earnings per share. 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, research analysts predict that Salesforce Inc. will post 9.71 EPS for the current fiscal year.

Salesforce announced that its Board of Directors has approved a share buyback program on Monday, March 16th that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the CRM provider to purchase up to 14.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s management believes its stock is undervalued.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be given a $0.44 dividend. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s payout ratio is 22.54%.

Insider Buying and Selling

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 Salesforce stock in a transaction dated Thursday, March 19th. The stock was acquired at an average price of $194.58 per share, with a total value of $500,265.18. Following the acquisition, the director directly owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. This represents a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is owned by insiders.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Expanded Google Cloud partnership — Salesforce and Google Cloud announced integrations allowing AI agents to execute end-to-end workflows across both platforms, which can reduce data fragmentation for customers and broaden enterprise adoption of Salesforce AI offerings. Salesforce and Google Cloud Enable AI Agents
• Positive Sentiment: Strong AI revenue traction — A Seeking Alpha piece highlights Agentforce ARR hitting ~$800M with 169% y/y growth and rising agentic actions, suggesting the transition to usage-based AI pricing is generating meaningful upside to growth and could offset seat-based pressure. Salesforce: AI Is A True Acceleration Driver
• Positive Sentiment: Product execution on enterprise AI — Salesforce upgraded Agent Fabric with a centralized control plane, discovery of external models, workflow mapping and governance features that make it easier for large customers to manage multi-vendor AI deployments. This improves enterprise defensibility. Salesforce Pushes Deeper Into Enterprise AI Control
• Positive Sentiment: Momentum and analyst support — Coverage noting Salesforce as a strong momentum/large-cap buy and a Truist Securities reiteration of Buy with a $280 target provide buy-side validation that the company’s AI roadmap and developer ecosystem are persuasive to some wall street analysts. Is Salesforce One of the Best Large Cap Stocks
• Positive Sentiment: Notable investor interest — Reports that Michael Burry is building positions in software names, including Salesforce, can attract attention from value-oriented and event-driven market participants. Michael Burry plans to buy Salesforce
• Neutral Sentiment: Comparisons to peers — Several articles compare Salesforce to competitors like Adobe and Oracle; some analyses favor Adobe on near-term AI growth and valuation, which frames relative positioning but doesn’t change Salesforce’s standalone fundamentals. Salesforce vs. Adobe
• Negative Sentiment: Piper Sandler trims price target — Piper Sandler cut its CRM price target from $250 to $215 while keeping an Overweight rating; the reduction signals caution about competitive/AI risks and may cap near-term upside even if the long-term thesis remains positive. Piper Sandler PT Reduced
• Negative Sentiment: AI disruption concerns among investors — Notes from investors/letters (e.g., Vulcan Value) highlight fears that AI could disrupt Salesforce’s traditional seat-based revenue model or intensify competition, a narrative that can pressure sentiment until usage-based revenue proves durable. AI Disruption Fears

Analysts Set New Price Targets

CRM has been the topic of a number of research analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. Royal Bank Of Canada decreased their target price on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating for the company in a research report on Thursday, February 26th. Oppenheimer lowered their target price on shares of Salesforce from $275.00 to $250.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. BTIG Research restated a “buy” rating and set a $255.00 price target on shares of Salesforce in a research report on Friday, April 17th. Finally, Mizuho reduced their price target on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $279.18.

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.