Salesforce Inc. $CRM Shares Sold by Laurel Wealth Advisors LLC

Laurel Wealth Advisors LLC trimmed its stake in Salesforce Inc. (NYSE:CRM) by 99.6% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 14,719 shares of the CRM provider’s stock after selling 3,409,450 shares during the period. Laurel Wealth Advisors LLC’s holdings in Salesforce were worth $3,488,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in CRM. Okabena Investment Services Inc. lifted its stake in Salesforce by 33.9% during the third quarter. Okabena Investment Services Inc. now owns 6,791 shares of the CRM provider’s stock worth $1,609,000 after purchasing an additional 1,718 shares in the last quarter. New Age Alpha Advisors LLC raised its holdings in shares of Salesforce by 20.0% in the 3rd quarter. New Age Alpha Advisors LLC now owns 50,920 shares of the CRM provider’s stock valued at $12,068,000 after buying an additional 8,503 shares during the period. Holderness Investments Co. raised its holdings in shares of Salesforce by 9.4% in the 3rd quarter. Holderness Investments Co. now owns 3,364 shares of the CRM provider’s stock valued at $797,000 after buying an additional 290 shares during the period. APG Asset Management N.V. lifted its stake in Salesforce by 3.1% during the 3rd quarter. APG Asset Management N.V. now owns 624,913 shares of the CRM provider’s stock worth $148,104,000 after acquiring an additional 18,983 shares in the last quarter. Finally, Foyston Gordon & Payne Inc purchased a new position in Salesforce during the 3rd quarter valued at about $4,128,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insiders Place Their Bets

In related news, Director G Mason Morfit bought 96,000 shares of the stock in a transaction dated Friday, December 5th. The stock was acquired at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the acquisition, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% 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 owned by corporate insiders.

Salesforce Price Performance

Salesforce stock opened at $194.47 on Monday. 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 company has a fifty day simple moving average of $223.98 and a 200-day simple moving average of $238.38. The stock has a market cap of $182.22 billion, a P/E ratio of 24.90, a price-to-earnings-growth ratio of 1.42 and a beta of 1.29. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $303.07.

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 company had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.Salesforce’s quarterly revenue was up 12.1% on a year-over-year basis. During the same period last year, the firm 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. 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. Investors of record on Thursday, April 9th will be paid 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 annualized dividend and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is presently 21.25%.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on CRM shares. Citizens Jmp reiterated a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a research note on Tuesday, December 2nd. Robert W. Baird cut their target price on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Roth Mkm dropped their price target on shares of Salesforce from $395.00 to $325.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $283.06.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 beat on profitability and AI traction — Non‑GAAP EPS came in at $3.81 (well above consensus) and management highlighted Agentforce/AI monetization as a growth driver, supporting the view that AI is adding commercial value. Revenue In Line With Expectations
• Positive Sentiment: Big capital‑return program — Salesforce raised its dividend and authorized a $50B buyback, signaling management confidence and improving EPS leverage if executed. That buyback is a clear near‑term support for the share price. AI Bet & Buyback
• Neutral Sentiment: Long‑term targets updated — Management lifted multiyear ambitions (targeting roughly $63B revenue by FY2030) and kept FY27 EPS guidance in a tight range; this supports the long‑term bull case but leaves near‑term pacing ambiguous. FY30 Target & Guidance
• Negative Sentiment: Near‑term guidance and metrics disappointed some — cRPO and other cloud momentum measures were only in‑line, and commentary implied a mid‑year slowdown before AI‑driven reacceleration, which hurt investor confidence. Jefferies on Near‑Term Slowdown
• Negative Sentiment: Analyst cuts and mixed ratings — Several banks trimmed price targets (examples: Sanford Bernstein, TD Cowen, RBC, BMO, Barclays, DA Davidson) or issued neutral/underperform stances, increasing short‑term selling pressure as models were reset. Analyst Revisions
• Negative Sentiment: Investor skepticism over AI impact persists — Coverage highlights that some investors still worry AI could compress SaaS economics despite management’s assurances, creating continued volatility in CRM shares. 3 Reasons Earnings Failed to Impress

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.