DE Burlo Group Inc. Reduces Stock Position in Salesforce Inc. $CRM

DE Burlo Group Inc. cut its position in Salesforce Inc. (NYSE:CRM) by 30.3% during the third quarter, Holdings Channel reports. The firm owned 9,214 shares of the CRM provider’s stock after selling 4,005 shares during the period. DE Burlo Group Inc.’s holdings in Salesforce were worth $2,184,000 as of its most recent filing with the SEC.

Other institutional investors have also recently modified their holdings of the company. Silvant Capital Management LLC boosted its holdings in shares of Salesforce by 2.5% in the 3rd quarter. Silvant Capital Management LLC now owns 95,622 shares of the CRM provider’s stock valued at $22,662,000 after acquiring an additional 2,308 shares during the last quarter. Quadrant Capital Group LLC raised its holdings in shares of Salesforce by 6.5% during the third quarter. Quadrant Capital Group LLC now owns 22,936 shares of the CRM provider’s stock worth $5,436,000 after purchasing an additional 1,395 shares during the last quarter. Van ECK Associates Corp lifted its position in Salesforce by 8.9% during the third quarter. Van ECK Associates Corp now owns 1,299,513 shares of the CRM provider’s stock valued at $307,984,000 after purchasing an additional 106,107 shares during the period. FourThought Financial Partners LLC lifted its position in Salesforce by 10.8% during the third quarter. FourThought Financial Partners LLC now owns 18,987 shares of the CRM provider’s stock valued at $4,500,000 after purchasing an additional 1,848 shares during the period. Finally, LifePlan Financial LLC boosted its holdings in Salesforce by 4.6% in the third quarter. LifePlan Financial LLC now owns 9,166 shares of the CRM provider’s stock valued at $2,172,000 after purchasing an additional 406 shares during the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Price Performance

NYSE:CRM opened at $194.78 on Wednesday. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $296.05. The stock’s 50-day moving average price is $214.43 and its 200-day moving average price is $236.09. The stock has a market capitalization of $179.78 billion, a PE ratio of 24.94, a price-to-earnings-growth ratio of 1.45 and a beta of 1.29.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same quarter in the prior year, the firm posted $2.78 EPS. Salesforce’s quarterly 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. As a group, equities analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

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

Insiders Place Their Bets

In related news, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the completion of the transaction, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

CRM has been the subject of a number of recent research reports. Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. BTIG Research lowered their target price on Salesforce from $260.00 to $255.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Sanford C. Bernstein dropped their target price on Salesforce from $223.00 to $194.00 and set an “underperform” rating on the stock in a report on Thursday, February 26th. Arete Research upgraded Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, Jefferies Financial Group decreased their price target on Salesforce from $375.00 to $250.00 and set a “buy” rating for the company in a report on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $282.06.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce expanded its Agentforce AI platform with new partnerships and sector moves (including a Formula 1 fan companion agent) that show progress commercializing AI across verticals. Salesforce Expands Agentforce With Formula 1 Partnership And Finance Shift
• Positive Sentiment: Salesforce launched Agentforce Contact Center to integrate AI, voice and CRM — a product move that targets high-value contact-center spend and could accelerate revenue per customer if adoption scales. Salesforce Launches Agentforce Contact Center to Unify AI, Voice and CRM
• Positive Sentiment: Third-party ecosystem activity: Pimly launched a Product Intelligence solution on Salesforce’s AgentExchange, which could increase platform stickiness and extend use cases for front-office AI workflows. Pimly Product Intelligence Launch May Deepen Salesforce Platform Usage And Value
• Neutral Sentiment: Competitive/market commentary: HubSpot (HUBS) reported strong subscription growth — a reminder of CRM competition that can influence investor sentiment around SaaS growth comps. HUBS Rides on Solid Subscriber Revenue Growth
• Neutral Sentiment: Opinion pieces argue Salesforce is undervalued after recent weakness, framing current weakness as a buying opportunity if management executes on AI monetization. Salesforce: The SaaSpocalypse Created A Rare Buying Opportunity
• Neutral Sentiment: Long-form analysis and sector context (e.g., Forbes piece on CRM’s path) highlight that sentiment about AI and guidance, not just fundamentals, is driving recent volatility. CRM Stock: Path To $260
• Negative Sentiment: Short interest rose ~14.8% in February to ~21.9M shares (about 2.4% of shares), signaling increased bearish positioning that can amplify near-term downside pressure. (SEC/market short-interest report)
• Negative Sentiment: Analyst price-target trims: Northland cut its target to $229 (market-perform) and DA Davidson cut its target to $200 while keeping Neutral — fresh PT reductions that reinforce cautious near-term expectations. Northland Cuts Price Target DA Davidson Lowers PT on Salesforce

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.