United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Has $13.15 Million Stake in Salesforce Inc. $CRM

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund reduced its holdings in Salesforce Inc. (NYSE:CRM) by 63.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 55,466 shares of the CRM provider’s stock after selling 97,014 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Salesforce were worth $13,145,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Salesforce in the 2nd quarter valued at about $2,826,049,000. Laurel Wealth Advisors LLC raised its holdings in Salesforce by 27,361.5% during the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after acquiring an additional 3,411,700 shares in the last quarter. Acadian Asset Management LLC boosted its position in 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 purchasing an additional 1,865,297 shares during the last quarter. Generation Investment Management LLP acquired a new position in Salesforce during the third quarter valued at approximately $431,157,000. Finally, Amundi grew its stake in 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 purchasing an additional 1,612,413 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

Salesforce Price Performance

Shares of NYSE CRM opened at $202.04 on Friday. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $296.05. The company has a current ratio of 0.76, a quick ratio of 0.98 and a debt-to-equity ratio of 0.18. The firm has a market cap of $186.48 billion, a P/E ratio of 25.87, a price-to-earnings-growth ratio of 1.47 and a beta of 1.29. The business’s 50 day moving average is $217.21 and its 200-day moving average is $236.86.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. Salesforce’s revenue was up 12.1% compared to the same quarter last year. During the same period in the prior year, the company 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 predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. This is an increase from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. Salesforce’s payout ratio is currently 21.25%.

Insider Transactions at Salesforce

In other news, Director David Blair Kirk bought 1,936 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of Salesforce 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 completion of the transaction, 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.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Recent earnings and market reaction — Salesforce reported an earnings beat and record revenue, and the stock has rebounded from recent lows as investors appear to be looking past worst‑case AI fears. This is the main driver of improving sentiment. Salesforce: A Week After Earnings, the Market Has Spoken
• Positive Sentiment: Large buyback and cash flow strength — Analysts highlight a meaningful free cash flow beat and Salesforce’s announcement of a massive $50B buyback, which can materially support share price and EPS over time. Salesforce: AI Disruption Fears Create Mispricing
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have reiterated or raised ratings (e.g., Phillip Securities maintained a Buy with a $253 target), helping lift investor confidence. Upgrades/price‑target moves are directly supportive of the rally. Phillip Securities Maintains a Buy on Salesforce (CRM)
• Positive Sentiment: Product/AI momentum and partnerships — New AI initiatives (Agentforce) and a Formula 1 fan‑agent rollout show tangible go‑to‑market AI use cases that support long‑term monetization of AI features. Salesforce Inc. (CRM) Leverages AI to Transform Fan and Customer Engagement
• Neutral Sentiment: Analyst/industry writeups highlight momentum and valuation — Several outlets (Zacks) list Salesforce among software names positioned to benefit from a sector recovery; these articles boost visibility but provide less immediate price impact than earnings or buybacks. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Geographic expansion — Reports noting the Philippines as a fast‑growing market signal incremental revenue opportunities but are less likely to move the stock near term. Philippines fastest-growing market for Salesforce in Southeast Asia
• Negative Sentiment: Ongoing AI disruption and valuation concerns — Despite improving signals, investors remain wary that AI could compress demand or enable lower‑cost competitors; the stock still reflects a material YTD and 1‑year decline, keeping downside risk present. Is Salesforce (CRM) Pricing Reflect Its Cash Flow Outlook After Recent Share Price Weakness

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. JPMorgan Chase & Co. lowered their price target on Salesforce from $365.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, February 26th. Canaccord Genuity Group reissued a “buy” rating and issued a $300.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Northland Securities boosted their target price on shares of Salesforce from $264.00 to $267.00 and gave the stock a “market perform” rating in a report on Thursday, December 4th. UBS Group dropped their price target on shares of Salesforce from $260.00 to $200.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 17th. Finally, Barclays decreased their price objective on shares of Salesforce from $265.00 to $252.00 and set an “overweight” rating for the company in a research report on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $283.14.

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.