Ossiam Boosts Stock Position in Salesforce Inc. $CRM

Ossiam lifted its stake in shares of Salesforce Inc. (NYSE:CRM) by 419.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 94,881 shares of the CRM provider’s stock after acquiring an additional 76,604 shares during the quarter. Ossiam’s holdings in Salesforce were worth $22,487,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Vanguard Group Inc. lifted its holdings in Salesforce by 0.8% during the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock valued at $21,228,624,000 after purchasing an additional 748,772 shares in the last quarter. State Street Corp increased its stake in shares of Salesforce by 1.6% in the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after purchasing an additional 776,300 shares in the last quarter. Capital International Investors raised its position in shares of Salesforce by 9.4% during the 3rd quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock valued at $4,753,519,000 after purchasing an additional 1,729,440 shares during the period. Capital World Investors lifted its stake in shares of Salesforce by 159.0% during the 3rd quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after buying an additional 10,636,161 shares in the last quarter. Finally, Norges Bank bought a new position in Salesforce in the 2nd quarter worth $2,826,049,000. Institutional investors own 80.43% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce (NYSE:CRM) Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

Insider Buying and Selling at Salesforce

In other Salesforce news, Director David Blair Kirk purchased 1,936 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average price 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 approximately $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on CRM. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. Morgan Stanley dropped their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research note on Monday, February 23rd. Arete Research upgraded Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. TD Cowen lowered their price target on Salesforce from $325.00 to $250.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Finally, Macquarie Infrastructure upped their price target on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $282.06.

Salesforce Trading Down 3.3%

Shares of CRM stock opened at $192.63 on Friday. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $177.80 billion, a price-to-earnings ratio of 24.66, a price-to-earnings-growth ratio of 1.45 and a beta of 1.29. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $296.05. The stock’s 50-day moving average price is $210.48 and its 200-day moving average price is $235.15.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating 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 analyst estimates of $11.18 billion. During the same period in the prior year, the company earned $2.78 earnings per share. The firm’s revenue was up 12.1% on a year-over-year basis. 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 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently declared 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 of this dividend 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 payout ratio is currently 21.25%.

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.