Generate Investment Management Ltd Has $24.19 Million Stock Holdings in Salesforce Inc. $CRM

Generate Investment Management Ltd grew its position in Salesforce Inc. (NYSE:CRM) by 356.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 91,318 shares of the CRM provider’s stock after acquiring an additional 71,318 shares during the period. Salesforce comprises approximately 1.1% of Generate Investment Management Ltd’s portfolio, making the stock its 26th largest position. Generate Investment Management Ltd’s holdings in Salesforce were worth $24,191,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in CRM. Aspire Growth Partners LLC lifted its holdings in Salesforce by 1.2% during the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock worth $795,000 after acquiring an additional 39 shares in the last quarter. Abacus Planning Group Inc. increased its holdings in shares of Salesforce by 3.1% in 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. Byrne Asset Management LLC increased its holdings in shares of Salesforce by 1.0% in the fourth quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock worth $1,147,000 after acquiring an additional 43 shares in the last quarter. Code Waechter LLC raised its position in shares of Salesforce by 5.3% during the third quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock worth $209,000 after purchasing an additional 44 shares during the period. Finally, Capital A Wealth Management LLC raised its position in shares of Salesforce by 40.9% during the second 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 period. Institutional investors own 80.43% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on CRM. Citigroup boosted their price objective on Salesforce from $197.00 to $200.00 and gave the company a “neutral” rating in a research report on Monday, March 2nd. Morgan Stanley dropped their target price on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a report on Monday, February 23rd. Piper Sandler reiterated an “overweight” rating and issued a $250.00 price target (down from $280.00) on shares of Salesforce in a report on Thursday, February 26th. Mizuho cut their price target on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and a consensus target price of $280.21.

Salesforce Stock Down 3.5%

Shares of CRM stock opened at $179.14 on Friday. The firm’s fifty day moving average price is $198.40 and its two-hundred day moving average price is $230.87. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $296.05. The firm has a market capitalization of $165.35 billion, a P/E ratio of 22.94, a PEG ratio of 1.35 and a beta of 1.29.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The company had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The company’s quarterly revenue was up 12.1% on a year-over-year basis. During the same period in the prior year, the business posted $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, equities analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be given a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 1.0%. 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 21.25%.

Salesforce announced that its Board of Directors has approved a share repurchase plan on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board of directors believes its stock is undervalued.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Major federal win — Salesforce’s Agentforce autonomous AI agents are being rolled out in the U.S. Department of Labor’s National Contact Center, a large public‑sector deployment that validates scale and recurring revenue potential for AI offerings. Salesforce AI Agents Enter US Labor Department As Valuation Lags Targets
• Positive Sentiment: Healthcare scale use case — The Veterans Health Administration deployed a Salesforce‑powered agentic operating system to automate workflows and save frontline staff hours, reinforcing enterprise traction for Agentforce in large, mission‑critical customers. VHA Deploys Salesforce-Powered Agentic Operating System, Saving Thousands of Staff Hours for Front-Line Veteran Care
• Positive Sentiment: Large buyback thesis — Analysts and commentators highlight Salesforce’s aggressive capital return (including a $25B accelerated share repurchase within a $50B program) as a key catalyst to lift EPS and support the share price as buybacks meaningfully reduce float. Salesforce: Billions Of Reasons To Own
• Neutral Sentiment: Cost and leadership moves — Salesforce is reshaping executive pay, cutting fewer than 1,000 jobs and appointing new leaders; these moves can lift margins but also signal ongoing restructuring risk. Salesforce Resets Executive Pay And Leadership As Shares Trade Below Targets
• Neutral Sentiment: Small analyst tweak — Erste Group nudged FY27 EPS estimates slightly higher, a data point that offers modest support but doesn’t alter consensus materially. (research note)
• Negative Sentiment: Analyst/target pressure — Some outlets report notable price‑target cuts (example: a ~10.8% downward revision reported) that weigh on near‑term sentiment and downside expectations. Salesforce (CRM) price target decreased by 10.84% to 278.01
• Negative Sentiment: Sector sell‑off — Commentary that software stocks have entered a bear market and coverage noting CRM is down since its last earnings report are pressuring the stock; broad sector flows can outweigh company‑specific positives in the short term. Software Stocks Have Entered a Bear Market. Is This the End of the AI Trade, or Just the Beginning? Salesforce (CRM) Down 6.9% Since Last Earnings Report: Can It Rebound?

Insider Buying and Selling at Salesforce

In related news, Director David Blair Kirk acquired 2,570 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was bought at an average price of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director owned 13,689 shares in the company, valued at $2,664,153.18. This represents a 23.11% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Laura Alber bought 2,571 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The stock was purchased at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the purchase, the director directly owned 9,530 shares of the company’s stock, valued at $1,854,347.40. This represents a 36.94% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 3.00% of the company’s stock.

Salesforce 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.