Salesforce Inc. $CRM Stock Holdings Increased by Capital World Investors

Capital World Investors raised its holdings in shares of Salesforce Inc. (NYSE:CRM) by 13.5% during the 4th quarter, Holdings Channel reports. The fund owned 19,672,684 shares of the CRM provider’s stock after purchasing an additional 2,347,478 shares during the period. Capital World Investors’ holdings in Salesforce were worth $5,211,515,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently added to or reduced their stakes in CRM. Norges Bank bought a new stake in Salesforce during the 4th quarter valued at $3,182,951,000. Capital International Investors raised its stake in Salesforce by 13.3% during the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock valued at $6,019,199,000 after acquiring an additional 2,669,891 shares in the last quarter. Hotchkis & Wiley Capital Management LLC bought a new stake in Salesforce during the 3rd quarter valued at $484,852,000. Alyeska Investment Group L.P. raised its stake in shares of Salesforce by 285.4% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock worth $589,568,000 after buying an additional 1,842,117 shares in the last quarter. Finally, Generation Investment Management LLP bought a new stake in shares of Salesforce in the 3rd quarter worth $431,157,000. Institutional investors own 80.43% of the company’s stock.

Insiders Place Their Bets

In other Salesforce news, Director Laura Alber purchased 2,571 shares of the stock in a transaction dated Thursday, March 19th. The shares were acquired 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 $1,854,347.40. This represents a 36.94% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction dated Wednesday, March 18th. The shares were acquired at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the acquisition, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. This represents a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.50% of the company’s stock.

Salesforce Stock Performance

Shares of NYSE CRM opened at $185.85 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $152.21 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 1.17 and a beta of 1.16. The stock’s fifty day simple moving average is $181.31 and its 200 day simple moving average is $208.90. Salesforce Inc. has a 52-week low of $163.52 and a 52-week high of $276.80.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The business had revenue of $11.13 billion for the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The company’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the previous year, the firm posted $2.58 EPS. 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, sell-side analysts forecast that Salesforce Inc. will post 10.3 earnings per share for the current fiscal year.

Salesforce declared that its Board of Directors has authorized a share repurchase plan on Monday, March 16th that allows the company to buyback $25.00 billion in outstanding shares. This buyback authorization allows the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s management believes its stock is undervalued.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be issued a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, June 11th. Salesforce’s payout ratio is presently 20.37%.

Wall Street Analyst Weigh In

CRM has been the topic of a number of research reports. Sanford C. Bernstein dropped their price objective on Salesforce from $194.00 to $173.00 and set an “underperform” rating on the stock in a research note on Thursday, May 28th. Mizuho dropped their price objective on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. Morgan Stanley dropped their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. BMO Capital Markets dropped their price objective on Salesforce from $225.00 to $215.00 and set an “outperform” rating on the stock in a research note on Thursday, May 28th. Finally, Stifel Nicolaus dropped their price objective on Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $257.97.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a landmark partnership with FIFA for the 2026 World Cup and 2027 Women’s World Cup, which could showcase its AI-driven Agentforce 360 platform to a massive global audience and potentially drive future enterprise demand. Article Title
• Positive Sentiment: KeyCorp kept an Overweight rating and a $290 price target on Salesforce, while modeling earnings above consensus for FY2027, signaling continued analyst confidence in the company’s profit growth. Article Title
• Positive Sentiment: Recent commentary highlights Salesforce’s strong momentum, helped by its AI strategy, Agentforce rollout, recurring revenue base, and expanding free cash flow, which may keep long-term investors interested. Article Title
• Neutral Sentiment: Salesforce’s presentation at the Evercore Global TMT Conference and valuation-focused coverage suggest investors are still reassessing how much of the AI and Agentforce optimism is already priced in. Article Title
• Negative Sentiment: Bridgewater Associates reportedly sold Salesforce, which can pressure sentiment in the near term, although the article argues that institutional selling may create a better entry point for patient investors. Article Title

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.