Rational Advisors Inc. Grows Position in Salesforce Inc. $CRM

Rational Advisors Inc. increased its position in shares of Salesforce Inc. (NYSE:CRM) by 1,691.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,981 shares of the CRM provider’s stock after purchasing an additional 4,703 shares during the period. Rational Advisors Inc.’s holdings in Salesforce were worth $1,320,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Board of the Pension Protection Fund bought a new stake in Salesforce during the 4th quarter valued at about $26,000. Key Capital Management INC bought a new stake in Salesforce during the 4th quarter valued at about $26,000. Legacy Bridge LLC bought a new stake in Salesforce during the 4th quarter valued at about $27,000. Dogwood Wealth Management LLC lifted its holdings in Salesforce by 285.7% during the 4th quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock valued at $29,000 after buying an additional 80 shares in the last quarter. Finally, Texas Capital Bancshares Inc TX bought a new stake in Salesforce during the 3rd quarter valued at about $28,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Trading Down 4.2%

NYSE:CRM opened at $200.82 on Wednesday. Salesforce Inc. has a one year low of $163.52 and a one year high of $276.80. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The firm has a market cap of $164.47 billion, a P/E ratio of 23.24, a P/E/G ratio of 1.37 and a beta of 1.16. The firm has a 50-day simple moving average of $181.06 and a 200-day simple moving average of $210.11.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating the consensus estimate of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. During the same quarter in the previous year, the business posted $2.58 EPS. The company’s quarterly 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. Equities analysts anticipate that Salesforce Inc. will post 9.83 EPS for the current fiscal year.

Salesforce Dividend Announcement

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

Salesforce declared that its board has approved a stock repurchase program on Monday, March 16th that permits the company to buyback $25.00 billion in shares. This buyback authorization permits the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on CRM shares. Royal Bank Of Canada decreased their price objective on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating for the company in a report on Thursday, February 26th. Citigroup reiterated a “market outperform” rating on shares of Salesforce in a report on Thursday, May 28th. Jefferies Financial Group reiterated a “buy” rating on shares of Salesforce in a report on Tuesday, May 26th. UBS Group reiterated a “market outperform” rating on shares of Salesforce in a report on Thursday, May 28th. Finally, Truist Financial set a $280.00 price objective on shares of Salesforce in a report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $257.97.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce beat expectations in its latest quarter, with strong revenue growth and better-than-expected earnings, reinforcing that core demand remains solid. The company is also being viewed as an AI beneficiary as it expands capabilities through its Anthropic investment and Contentful acquisition. Salesforce just beat estimates, one analyst still sees more pain
• Positive Sentiment: Technical traders are pointing to a bullish reversal, saying CRM has broken out from a consolidation pattern on strong volume and reclaimed key moving averages, which could support further upside if momentum holds. Salesforce (CRM) Price Forecast: Bullish Reversal Gains Strength
• Positive Sentiment: Investor sentiment has also been helped by broader optimism around software stocks and Salesforce’s AI push, with commentary highlighting the company’s strategic positioning in enterprise AI. Salesforce AI Push With Anthropic And Contentful Meets Undervalued Share Price

Insider Activity at Salesforce

In other news, Director Laura Alber acquired 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The stock was purchased at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the purchase, the director directly owned 9,530 shares in the company, valued at $1,854,347.40. The trade was a 36.94% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director David Blair Kirk acquired 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The shares were purchased at an average price of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director owned 13,689 shares in the company, valued at $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.50% of the company’s stock.

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.