ProShare Advisors LLC Acquires 28,746 Shares of Salesforce Inc. $CRM

ProShare Advisors LLC increased its holdings in Salesforce Inc. (NYSE:CRM) by 9.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 339,855 shares of the CRM provider’s stock after purchasing an additional 28,746 shares during the period. ProShare Advisors LLC’s holdings in Salesforce were worth $90,031,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of CRM. 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 purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Salesforce by 12.6% during the fourth 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 last quarter. Bison Wealth LLC increased its position in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after acquiring an additional 184 shares during the last quarter. Sivia Capital Partners LLC increased its position in Salesforce by 3.7% during the second 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 during the last quarter. Finally, United Bank increased its position in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after acquiring an additional 500 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Insider Transactions at Salesforce

In related news, Director David Blair Kirk purchased 2,570 shares of the business’s stock in a transaction dated Wednesday, March 18th. The shares were purchased at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the acquisition, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Laura Alber purchased 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the acquisition, the director owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.50% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise software stocks are rallying broadly as investors rotate back into the group after recent pressure tied to fears that AI agents could disrupt traditional SaaS models. Salesforce is benefiting from that sector-wide rebound. From ServiceNow to Salesforce: why are software stocks rallying today?
• Positive Sentiment: Some commentary still views Salesforce as an attractive blue-chip software holding, citing AI-related growth prospects and a relatively reasonable valuation versus peers like Oracle. Buy 5 Blue-Chip Stocks to Enhance Your Portfolio Returns in 2026
• Neutral Sentiment: Salesforce’s AI push remains a key debate on Wall Street. Bank of America restarted coverage with an Underperform rating and a $160 price target, warning that AI may pressure Salesforce’s legacy CRM model and make monetization harder. BofA resets Salesforce stock price target with sobering AI verdict
• Neutral Sentiment: Other coverage is also focused on whether Salesforce can prove its AI strategy is working, with investors watching for evidence that Agentforce and related products can offset concerns about slower long-term growth. Software’s “Baby with the Bathwater” Moment
• Negative Sentiment: Market commentary also highlights Salesforce’s recent weakness and the argument that AI disruption could keep investors cautious until growth re-accelerates. Is It Time To Reconsider Salesforce (CRM) After This Year’s 32% Share Price Slide?

Wall Street Analyst Weigh In

CRM has been the topic of a number of analyst reports. Wells Fargo & Company cut their price objective on shares of Salesforce from $235.00 to $210.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 26th. Royal Bank Of Canada cut their price objective on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 26th. Needham & Company LLC reiterated a “buy” rating and set a $400.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a research report on Thursday, February 26th. Finally, BTIG Research reiterated a “buy” rating and set a $255.00 price objective on shares of Salesforce in a research report on Friday, April 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $274.56.

Salesforce Trading Down 0.0%

NYSE CRM opened at $179.46 on Wednesday. The company’s 50-day moving average price is $183.27 and its 200-day moving average price is $214.34. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The stock has a market cap of $146.84 billion, a PE ratio of 22.98, a PEG ratio of 1.25 and a beta of 1.14. Salesforce Inc. has a 12 month low of $163.52 and a 12 month high of $288.44.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The firm had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. 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 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. Equities research analysts forecast that Salesforce Inc. will post 9.71 earnings per share for the current year.

Salesforce announced that its board has authorized a share 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 repurchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its shares are undervalued.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th were issued a $0.44 dividend. The ex-dividend date was Thursday, April 9th. This is a boost from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. Salesforce’s dividend payout ratio (DPR) is currently 22.54%.

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.