Silvant Capital Management LLC grew its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 96,388 shares of the CRM provider’s stock after purchasing an additional 3,074 shares during the period. Salesforce makes up approximately 0.8% of Silvant Capital Management LLC’s holdings, making the stock its 21st largest holding. Silvant Capital Management LLC’s holdings in Salesforce were worth $22,844,000 as of its most recent SEC filing.
Other hedge funds have also modified their holdings of the company. Aspire Growth Partners LLC boosted its stake in Salesforce by 1.2% in the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after buying an additional 39 shares in the last quarter. Abacus Planning Group Inc. raised its stake in Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after acquiring an additional 43 shares in the last quarter. 17 Capital Partners LLC lifted its holdings in shares of Salesforce by 1.9% during the second quarter. 17 Capital Partners LLC now owns 2,321 shares of the CRM provider’s stock valued at $633,000 after acquiring an additional 44 shares during the period. Code Waechter LLC boosted its stake in shares of Salesforce by 5.3% in the 3rd quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock valued at $209,000 after purchasing an additional 44 shares in the last quarter. Finally, Capital A Wealth Management LLC grew its holdings in shares of Salesforce by 40.9% in the 2nd quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock worth $41,000 after purchasing an additional 45 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at Salesforce
In related news, Director Neelie Kroes sold 3,893 shares of the firm’s 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 transaction, the director owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 3.00% of the stock is currently owned by corporate insiders.
Salesforce News Summary
- Positive Sentiment: Salesforce has launched a record $25 billion accelerated share repurchase (ASR), with initial delivery of roughly 103 million shares, which should boost EPS and signal management confidence. Salesforce Commences Largest-Ever $25 Billion Accelerated Share Repurchase
- Positive Sentiment: Salesforce announced a major AI partnership with NVIDIA to embed AI agents into workflows — a strategic move that could deepen product differentiation and drive enterprise demand for AI-enabled CRM. Salesforce Teams with NVIDIA to Bring AI Agents into the Flow of Work
- Positive Sentiment: Some analysts and brokers are endorsing the capital-allocation move: Truist reiterated a Buy and other analyst notes highlight management conviction in growth and EPS accretion from buybacks. Analyst support can underpin sentiment and price targets. Salesforce (CRM) Gets Buy Rating on Capital Allocation Strategy
- Neutral Sentiment: Market commentary and strategy pieces are parsing the company’s “doubling down” on AI and buybacks; these provide context but don’t change fundamentals immediately. Salesforce: Doubling Down In A Time Of Uncertainty
- Neutral Sentiment: Analyst roundups and investor interest pieces are elevating attention on CRM; heightened searches and AP coverage can increase short-term trading volume but are information, not a catalyst per se. Analysts Offer Insights on Technology Companies: Salesforce (CRM)
- Negative Sentiment: Salesforce funded the ASR largely with a multi-tranche debt package (senior notes maturing 2028–2066 and a new $6B term loan), significantly increasing leverage and interest exposure — a structural risk if growth/ cash generation slows or rates rise. The Bull Case For Salesforce (CRM) Could Change Following Debt-Funded $25 Billion Buyback And Refinancing Transaction
- Negative Sentiment: Some coverage warns the large, debt-funded buyback could change the bull case by concentrating risk in the capital structure — investors are re-pricing that trade-off today. Salesforce (CRM) Stock Climbs on Historic $25B Share Repurchase Launch
Salesforce Price Performance
CRM opened at $195.34 on Wednesday. Salesforce Inc. has a one year low of $174.57 and a one year high of $296.05. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76. The company’s 50 day simple moving average is $207.96 and its 200-day simple moving average is $234.16. The stock has a market capitalization of $180.30 billion, a P/E ratio of 25.01, a price-to-earnings-growth ratio of 1.44 and a beta of 1.29.
Salesforce (NYSE:CRM – Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping the consensus estimate of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The firm had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same quarter in the previous year, the company posted $2.78 EPS. Salesforce’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. Sell-side analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.
Salesforce declared that its Board of Directors has initiated a stock repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s management believes its shares are undervalued.
Salesforce Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s payout ratio is currently 22.54%.
Wall Street Analyst Weigh In
A number of brokerages recently issued reports on CRM. Wedbush reiterated an “outperform” rating and set a $375.00 target price on shares of Salesforce in a research report on Tuesday, February 24th. BMO Capital Markets decreased their price objective on shares of Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. BTIG Research reduced their target price on Salesforce from $260.00 to $255.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Finally, Wells Fargo & Company decreased their price target on Salesforce from $235.00 to $210.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and a consensus price target of $280.21.
Check Out Our Latest Analysis on CRM
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.
Further Reading
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