Dimensional Fund Advisors LP boosted its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 3.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,239,144 shares of the CRM provider’s stock after purchasing an additional 155,024 shares during the quarter. Dimensional Fund Advisors LP owned about 0.45% of Salesforce worth $1,004,896,000 at the end of the most recent quarter.
Several other institutional investors also recently added to or reduced their stakes in the business. Norges Bank acquired a new position in Salesforce during the 2nd quarter valued at $2,826,049,000. Laurel Wealth Advisors LLC increased its holdings in shares of Salesforce by 27,361.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after purchasing an additional 3,411,700 shares during the period. Acadian Asset Management LLC raised its position in shares of Salesforce by 1,729.6% during the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after buying an additional 1,865,297 shares during the last quarter. Generation Investment Management LLP bought a new stake in shares of Salesforce in the third quarter valued at about $431,157,000. Finally, Amundi lifted its stake in shares of Salesforce by 26.2% in the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after buying an additional 1,612,413 shares during the period. 80.43% of the stock is owned by institutional investors.
Trending Headlines about Salesforce
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment: Q4 beat and AI strategy — Salesforce reported a clear EPS and modest revenue beat and is pushing Agentforce (AI agents) into new verticals (telecom) while announcing partner integrations and a capital-return emphasis; that combination is the main bullish driver today. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
- Positive Sentiment: Analyst pocket lift — Citigroup nudged its price target slightly higher to $200 and kept a neutral view, signaling some analyst support after results. Benzinga
- Positive Sentiment: Partner M&A and ecosystem expansion — Faye’s acquisition of CRM Science (a Salesforce partner) and talk of deeper partner integrations (e.g., GoDaddy with MuleSoft) reinforce go-to-market reach for Agentforce deployments. Faye Acquires CRM Science, Award Winning Salesforce Partner
- Neutral Sentiment: Investor interest / trending coverage — Salesforce has been a top-searched/trending name on Zacks; that attention can boost short-term flows but doesn’t replace fundamental drivers. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
- Neutral Sentiment: International revenue focus — Zacks highlights that international growth trends are key for forecasts; investors should watch regional mix as management leverages overseas momentum. Investing in Salesforce (CRM)? Don’t Miss Assessing Its International Revenue Trends
- Neutral Sentiment: Analyst reset coverage — Goldman Sachs/Street coverage shows analysts are re-evaluating valuation post-earnings; some resets are informational rather than directional. Goldman Sachs resets price target for this Dow 30 dividend stock
- Negative Sentiment: Piper Sandler trimmed its price target from $280 to $250 (kept Overweight), citing a more cautious view on FY27 revenue growth — a headwind for valuation expectations. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
- Negative Sentiment: Truist sharply reduced its target (from $380 to $280) citing sector valuation compression — a larger negative signal for upside expectations despite a retained Buy. Truist Reduces Target Price on Salesforce (CRM) to $280
Analyst Ratings Changes
Read Our Latest Analysis on Salesforce
Insider Buying and Selling at Salesforce
In related news, Director David Blair Kirk bought 1,936 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares in the company, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 3.00% of the company’s stock.
Salesforce Price Performance
Shares of Salesforce stock opened at $196.24 on Wednesday. The stock has a market capitalization of $183.88 billion, a price-to-earnings ratio of 25.13, a P/E/G ratio of 1.40 and a beta of 1.29. The firm’s 50-day moving average price is $221.20 and its two-hundred day moving average price is $237.77. The company has a current ratio of 0.76, a quick ratio of 0.98 and a debt-to-equity ratio of 0.18. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $298.08.
Salesforce (NYSE:CRM – Get Free Report) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping the consensus estimate of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The business had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the previous year, the business earned $2.78 EPS. Salesforce’s revenue was up 12.1% compared to the same quarter last year. 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, equities analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.
Salesforce Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is currently 21.25%.
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.
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