Intech Investment Management LLC Has $70.63 Million Stock Position in Salesforce Inc. $CRM

Intech Investment Management LLC lessened its holdings in shares of Salesforce Inc. (NYSE:CRM) by 2.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 298,028 shares of the CRM provider’s stock after selling 8,962 shares during the quarter. Salesforce accounts for approximately 0.6% of Intech Investment Management LLC’s holdings, making the stock its 19th largest holding. Intech Investment Management LLC’s holdings in Salesforce were worth $70,633,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Evolution Wealth Management Inc. acquired a new stake in shares of Salesforce during the second quarter worth about $27,000. Marquette Asset Management LLC bought a new stake in Salesforce during the 3rd quarter worth approximately $26,000. Spurstone Advisory Services LLC acquired a new stake in Salesforce during the 2nd quarter worth approximately $34,000. Quaker Wealth Management LLC lifted its stake in Salesforce by 208.6% in the second quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock valued at $34,000 after buying an additional 242 shares in the last quarter. Finally, Country Trust Bank boosted its holdings in shares of Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Price Performance

NYSE:CRM opened at $192.19 on Thursday. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $313.70. The company has a market cap of $180.08 billion, a P/E ratio of 25.66, a P/E/G ratio of 1.26 and a beta of 1.27. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. The stock’s 50-day simple moving average is $226.45 and its 200 day simple moving average is $238.86.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates of $3.05 by $0.76. The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The business’s revenue was up 12.1% compared to the same quarter last year. During the same period last year, the company earned $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. As a group, sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be issued a dividend of $0.44 per share. The ex-dividend date is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio is presently 22.16%.

Insider Activity

In other news, Director David Blair Kirk bought 1,936 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director owned 10,677 shares in the company, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the completion of the sale, the insider owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by corporate insiders.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Adjusted Q4 earnings topped expectations — Salesforce reported an adjusted EPS beat and revenue roughly in line with consensus, showing continued margin progress and revenue growth year-over-year. Q4 results & transcript
• Positive Sentiment: Management raised forward profit targets: Q1 FY2027 EPS guidance of $3.110–$3.130 and FY2027 EPS guidance of $13.110–$13.190 both materially exceed Street consensus — a clear positive signal for future EPS trajectory (company guidance released 2/25/2026).
• Positive Sentiment: Large shareholder-friendly action — Salesforce committed to a sizable buyback program (reported as ~$50 billion), which supports EPS and provides a backstop for the stock. Buyback coverage
• Neutral Sentiment: Revenue guidance mixed but broadly in-line: Q1 revenue guidance of $11.0–$11.1B is at/just above consensus, while FY revenue guidance ($45.8–$46.2B) centers near the Street forecast — supports stable top-line growth though not a clear upside catalyst. Revenue outlook
• Neutral Sentiment: Operating cash flow strength — cash from operations jumped year-over-year (helping liquidity), even as cash balances and liabilities shifted; useful context for buybacks and capital allocation decisions. Cash flow and balance-sheet details
• Negative Sentiment: After-hours weakness and investor caution — despite the EPS beat, shares slid after hours as participants focused on revenue nuances and the company’s “stable” top‑line growth outlook; some analysts trimmed targets or downgraded, putting downward pressure on the stock. After-hours reaction
• Negative Sentiment: AI disruption narrative and sentiment risk — ongoing market anxiety that generative AI could displace parts of the enterprise software stack continues to weigh on valuation multiples for Salesforce and peers, contributing to volatility. AI concerns coverage
• Negative Sentiment: Insider/analyst dynamics — large insider share sales reported and mixed analyst moves (some price-target cuts despite buy ratings from others) add short-term selling pressure and uncertainty about near-term sentiment. Insider & analyst activity

Analyst Upgrades and Downgrades

A number of brokerages recently commented on CRM. BTIG Research dropped their price objective on shares of Salesforce from $335.00 to $260.00 and set a “buy” rating on the stock in a report on Wednesday, February 18th. Wells Fargo & Company lowered their target price on Salesforce from $265.00 to $235.00 and set an “equal weight” rating for the company in a report on Wednesday, February 18th. Deutsche Bank Aktiengesellschaft boosted their price target on Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Oppenheimer decreased their price objective on Salesforce from $300.00 to $275.00 and set an “outperform” rating for the company in a report on Tuesday, February 17th. Finally, Piper Sandler dropped their target price on Salesforce from $315.00 to $280.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $301.56.

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.