Railway Pension Investments Ltd Buys 218,700 Shares of Salesforce Inc. $CRM

Posted by Joseph Griffin on May 31st, 2026

Railway Pension Investments Ltd boosted its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 1,115.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 238,300 shares of the CRM provider’s stock after acquiring an additional 218,700 shares during the period. Railway Pension Investments Ltd’s holdings in Salesforce were worth $63,128,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the stock. MUFG Securities EMEA plc raised its position in Salesforce by 320.7% in the fourth quarter. MUFG Securities EMEA plc now owns 241,028 shares of the CRM provider’s stock worth $63,851,000 after acquiring an additional 183,730 shares during the period. Bearing Point Capital LLC bought a new stake in Salesforce in the fourth quarter worth about $210,000. Sfmg LLC raised its position in Salesforce by 5.2% in the fourth quarter. Sfmg LLC now owns 26,272 shares of the CRM provider’s stock worth $6,960,000 after acquiring an additional 1,291 shares during the period. Wormser Freres Gestion raised its position in Salesforce by 4.3% in the fourth quarter. Wormser Freres Gestion now owns 32,381 shares of the CRM provider’s stock worth $8,581,000 after acquiring an additional 1,344 shares during the period. Finally, DT Investment Partners LLC raised its position in Salesforce by 21.9% in the fourth quarter. DT Investment Partners LLC now owns 1,039 shares of the CRM provider’s stock worth $275,000 after acquiring an additional 187 shares during the period. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Up 8.4%

Shares of CRM opened at $191.00 on Friday. The firm has a 50 day moving average price of $180.77 and a 200-day moving average price of $210.58. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $276.80. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.76 and a current ratio of 0.79. The firm has a market cap of $156.28 billion, a price-to-earnings ratio of 22.11, a PEG ratio of 1.33 and a beta of 1.14.

Salesforce (NYSE:CRM – Get Free Report) last posted its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $11.05 billion. During the same period in the prior year, the business posted $2.58 EPS. The firm’s revenue 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 research analysts forecast that Salesforce Inc. will post 9.72 earnings per share for the current year.

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

Salesforce Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Investors 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 yield of 0.9%. The ex-dividend date is Thursday, June 11th. Salesforce’s dividend payout ratio is currently 20.37%.

Insiders Place Their Bets

In other news, Director Laura Alber purchased 2,571 shares of the stock in a transaction that occurred on Thursday, March 19th. The stock was bought at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director directly owned 9,530 shares of the company’s stock, valued at $1,854,347.40. This represents a 36.94% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were purchased at an average price of $194.62 per share, with a total value of $500,173.40. Following the completion of the acquisition, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 3.50% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on CRM shares. JPMorgan Chase & Co. lowered their price target on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, February 26th. Wedbush reaffirmed an “outperform” rating and set a $325.00 price objective on shares of Salesforce in a research note on Thursday. Sanford C. Bernstein cut their price target on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating for the company in a research note on Thursday. Truist Financial set a $280.00 price target on shares of Salesforce in a research note on Thursday, February 26th. Finally, Weiss Ratings lowered shares of Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $257.97.

View Our Latest Stock Analysis on CRM

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce beat fiscal Q1 expectations, with revenue rising 13% year over year to $11.13 billion and EPS of $3.88 topping estimates, reinforcing that demand remains healthy. CRM Q1 Earnings Top Estimates, Revenues Rise Y/Y on ARR Milestone
Positive Sentiment: The company said Agentforce annual recurring revenue crossed $1 billion and lifted FY2027 revenue guidance, suggesting its AI products are starting to contribute meaningfully to growth. Salesforce raises FY 2027 revenue guide to $45.9B-$46.2B while launching $25B accelerated share repurchase
Positive Sentiment: Salesforce announced a $25 billion accelerated share repurchase program and highlighted $6.6 billion in free cash flow, signaling strong cash generation and shareholder returns. Salesforce Announces Quarterly Dividend
Positive Sentiment: New customer and partner headlines, including CVS Health expanding use of Salesforce’s Agentforce Health, support the view that the company’s AI platform is gaining traction. CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforce’s Agentforce Health
Neutral Sentiment: Several analysts remained constructive, but many trimmed price targets after the report, reflecting a more cautious stance on near-term upside. Salesforce Q1 Results ‘Uninspiring’: ‘Nothing To Dispel The AI Threat Narrative’
Negative Sentiment: Investors were disappointed by Q2 revenue guidance, which came in slightly below expectations, keeping the stock under pressure despite the earnings beat. CRM Stock Dips After-Hours As Q2 Revenue Outlook Marginally Misses Expectations
Negative Sentiment: Bearish commentary continues to focus on the risk that AI agents could eventually disrupt Salesforce’s core revenue model, which is weighing on sentiment. Analyst warns Salesforce has an AI problem

Salesforce Company Profile

(Free Report)

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.