Motley Fool Asset Management LLC Buys 20,355 Shares of Salesforce Inc. $CRM

Motley Fool Asset Management LLC increased its stake in shares of Salesforce Inc. (NYSE:CRM) by 20.1% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 121,479 shares of the CRM provider’s stock after acquiring an additional 20,355 shares during the period. Salesforce accounts for 1.3% of Motley Fool Asset Management LLC’s holdings, making the stock its 17th largest position. Motley Fool Asset Management LLC’s holdings in Salesforce were worth $32,181,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in Salesforce by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock valued at $23,800,353,000 after purchasing an additional 270,913 shares during the last quarter. State Street Corp raised its position in Salesforce by 0.3% in the 3rd quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock valued at $11,732,966,000 after purchasing an additional 159,739 shares during the last quarter. Capital International Investors raised its position in Salesforce by 13.3% in the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock valued at $6,019,199,000 after purchasing an additional 2,669,891 shares during the last quarter. Geode Capital Management LLC raised its position in Salesforce by 3.8% in the 4th quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider’s stock valued at $5,751,073,000 after purchasing an additional 791,345 shares during the last quarter. Finally, Capital World Investors raised its position in Salesforce by 13.5% in the 4th quarter. Capital World Investors now owns 19,672,684 shares of the CRM provider’s stock valued at $5,211,515,000 after purchasing an additional 2,347,478 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Down 4.0%

CRM stock opened at $175.30 on Wednesday. The company has a market cap of $143.57 billion, a P/E ratio of 20.29, a PEG ratio of 1.14 and a beta of 1.16. Salesforce Inc. has a twelve month low of $163.52 and a twelve month high of $276.80. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The business has a fifty day moving average of $181.17 and a 200-day moving average of $207.98.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The company had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s quarterly revenue was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.58 earnings per share. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, equities research analysts expect that Salesforce Inc. will post 10.3 EPS for the current year.

Salesforce announced that its Board of Directors has approved a share repurchase program on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. The ex-dividend date is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. Salesforce’s payout ratio is presently 20.37%.

Insiders Place Their Bets

In related news, Director David Blair Kirk acquired 2,570 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of the purchase, the director directly owned 13,689 shares in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Laura Alber acquired 2,571 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The shares were bought 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 owned 9,530 shares of the company’s stock, valued at $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 3.50% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investors highlighted that Salesforce’s latest earnings were viewed as high quality, supporting the idea that the company’s recent results were fundamentally strong. Shareholders Can Be Confident That Salesforce’s (NYSE:CRM) Earnings Are High Quality
• Positive Sentiment: Salesforce said annualized revenue for Agentforce recently surpassed $1 billion, showing traction in its AI-driven product push despite execution challenges. Salesforce lays off employees in a new round of cuts
• Positive Sentiment: Comments from the Mizuho Technology Conference likely reinforced management’s growth narrative and ongoing investor interest in Salesforce’s strategy. Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
• Neutral Sentiment: Several industry posts focused on ecosystem developments around Agentforce, identity security, and DevOps tooling, suggesting Salesforce remains central to enterprise AI workflows but without clear direct financial impact yet. Flosum Outlines Agentic DevOps Approach as Enterprises Scale Salesforce Agentforce Token Announces Leading Biometric Assured Identity Protection for Salesforce Access
• Negative Sentiment: Salesforce laid off employees in another round of cuts, which can signal cost pressure or a reset in parts of the business. Salesforce lays off employees in a new round of cuts
• Negative Sentiment: Multiple reports said AI competition pressured Salesforce in Q1 and that the stock slid despite an earnings beat and the M3ter acquisition, suggesting investors remain worried about competitive intensity and whether growth can reaccelerate. AI Competition Pressured Salesforce (CRM) in Q1 Salesforce (CRM) Stock Slides Despite M3ter Acquisition and Earnings Beat

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on CRM. Northland Securities cut their price objective on Salesforce from $267.00 to $229.00 and set a “market perform” rating for the company in a research report on Tuesday, March 10th. BTIG Research reiterated a “buy” rating and issued a $255.00 price objective on shares of Salesforce in a research report on Tuesday, May 26th. KeyCorp cut their price objective on Salesforce from $300.00 to $290.00 and set an “overweight” rating for the company in a research report on Thursday, May 28th. HSBC lifted their price objective on Salesforce from $350.00 to $356.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Wedbush reiterated an “outperform” rating and issued a $325.00 price objective on shares of Salesforce in a research report on Thursday, May 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $261.40.

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.