Metis Global Partners LLC Has $18.23 Million Position in Salesforce Inc. $CRM

Metis Global Partners LLC boosted its stake in shares of Salesforce Inc. (NYSE:CRM) by 22.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,820 shares of the CRM provider’s stock after acquiring an additional 12,643 shares during the quarter. Metis Global Partners LLC’s holdings in Salesforce were worth $18,231,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CRM. Commonwealth Retirement Investments LLC acquired a new stake in shares of Salesforce in the fourth quarter valued at $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Salesforce in the fourth quarter valued at $26,000. Key Capital Management INC acquired a new stake in shares of Salesforce in the fourth quarter valued at $26,000. Legacy Bridge LLC acquired a new stake in shares of Salesforce in the fourth quarter valued at $27,000. Finally, Texas Capital Bancshares Inc TX acquired a new stake in shares of Salesforce in the third quarter valued at $28,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CRM has been the subject of a number of research reports. Stifel Nicolaus lowered their target price on Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Macquarie Infrastructure lowered their target price on Salesforce from $200.00 to $190.00 and set a “neutral” rating for the company in a research note on Thursday, May 28th. Jefferies Financial Group reiterated a “buy” rating on shares of Salesforce in a report on Tuesday, May 26th. BTIG Research reiterated a “buy” rating and issued a $255.00 price target on shares of Salesforce in a report on Tuesday, May 26th. Finally, UBS Group reiterated a “market outperform” rating on shares of Salesforce in a report on Thursday, May 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $259.26.

Salesforce Price Performance

Shares of CRM opened at $171.22 on Thursday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a 1 year low of $163.52 and a 1 year high of $276.80. The stock has a market cap of $140.23 billion, a P/E ratio of 19.82, a price-to-earnings-growth ratio of 1.09 and a beta of 1.16. The stock’s 50-day moving average price is $180.90 and its two-hundred day moving average price is $207.60.

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. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm had revenue of $11.13 billion for the quarter, compared to analysts’ expectations of $11.05 billion. During the same quarter last year, the business earned $2.58 earnings per share. The company’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. On average, equities analysts predict that Salesforce Inc. will post 10.3 earnings per share for the current year.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.44 per share. The ex-dividend date is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. Salesforce’s dividend payout ratio (DPR) is 20.37%.

Salesforce announced that its board has approved a share buyback program on Monday, March 16th that allows the company to buyback $25.00 billion in outstanding shares. This buyback authorization allows the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is getting credit for expanding its AI monetization strategy by acquiring m3ter, a usage-based metering and billing platform. The deal should help integrate consumption pricing into Agentforce Revenue Management, which could support revenue growth from AI products and make Salesforce more flexible for customers shifting away from pure subscription billing. Salesforce m3ter Deal Highlights Shift Toward Usage Based AI Revenue
• Positive Sentiment: Bloomberg-reported news that Salesforce’s stake in Anthropic has grown to about $5 billion reinforces the company’s AI exposure and may boost investor confidence that management has a meaningful position in one of the leading AI startups. Salesforce’s Anthropic Stake Reportedly Reaches $5 Billion as AI Startup Eyes IPO, Bloomberg Reports
• Positive Sentiment: A Zacks note highlighted that Salesforce is trading near a 52-week low while Agentforce ARR is rising sharply and growth appears to be re-accelerating, suggesting the stock may look inexpensive relative to its long-term AI opportunity. Salesforce Trades Near 52-Week Low: Time to Hold the Stock or Exit?
• Neutral Sentiment: Salesforce’s presentation at the Mizuho Technology Conference did not include a clear new catalyst in the provided summary, but it kept management visible to investors amid heightened scrutiny on execution. Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
• Neutral Sentiment: Third-party coverage also pointed to improving earnings quality and positive market reaction to the latest results, which supports the view that the company still has fundamental strength despite the recent pullback. Shareholders Can Be Confident That Salesforce’s (NYSE:CRM) Earnings Are High Quality
• Negative Sentiment: Multiple reports about layoffs and severance packages are likely weighing on sentiment, as they underscore cost-cutting pressure and suggest management is still adjusting the workforce around slower-than-hoped AI adoption. Salesforce lays off employees in a new round of cuts
• Negative Sentiment: Articles noting AI competition pressure and a stock slide despite the earnings beat suggest investors remain concerned that rivals are limiting Salesforce’s growth outlook, even after strong quarterly results. AI Competition Pressured Salesforce (CRM) in Q1
• Negative Sentiment: Coverage of layoffs amid AI concerns and a sharply lower stock price reflects continuing market skepticism about whether Salesforce’s AI investments will translate into faster near-term growth. Salesforce lays off 86 employees amid AI concerns, stock down 30%

Insider Transactions at Salesforce

In related news, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction on Wednesday, March 18th. The shares were purchased at an average price 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 represents a 23.11% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction on Thursday, March 19th. The shares were bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following 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. 3.50% of the stock is currently owned by company insiders.

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.