Vanguard Personalized Indexing Management LLC Has $30.94 Million Stock Position in Salesforce Inc. $CRM

Vanguard Personalized Indexing Management LLC increased its position in shares of Salesforce Inc. (NYSE:CRM) by 4.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 116,780 shares of the CRM provider’s stock after buying an additional 4,788 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Salesforce were worth $30,936,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of CRM. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce in the 4th quarter valued at approximately $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Salesforce in the 4th quarter valued at $26,000. Key Capital Management INC bought a new stake in shares of Salesforce in the 4th quarter worth about $26,000. Gilpin Wealth Management LLC acquired a new stake in shares of Salesforce during the 4th quarter worth about $26,000. Finally, Legacy Bridge LLC acquired a new stake in shares of Salesforce during the 4th quarter worth about $27,000. Institutional investors own 80.43% of the company’s stock.

Analyst Ratings Changes

CRM has been the topic of a number of recent analyst reports. B. Riley Financial boosted their price target on shares of Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a research report on Thursday, May 28th. Roth Mkm reiterated a “buy” rating and issued a $325.00 target price on shares of Salesforce in a research note on Thursday, May 28th. TD Cowen restated a “buy” rating on shares of Salesforce in a research report on Friday. Daiwa Securities Group cut their price objective on Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research report on Tuesday, June 2nd. Finally, Truist Financial set a $280.00 price objective on Salesforce in a research note on Thursday, February 26th. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $259.26.

Salesforce Trading Up 0.1%

NYSE CRM opened at $166.07 on Monday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market cap of $136.01 billion, a P/E ratio of 19.22, a P/E/G ratio of 1.03 and a beta of 1.16. The stock’s 50-day moving average is $180.10 and its 200-day moving average is $206.75. Salesforce Inc. has a one year low of $161.40 and a one year high of $276.80.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The firm had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The company’s revenue was up 13.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Sell-side analysts anticipate that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be issued 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 yield of 1.1%. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

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

Insider Activity at Salesforce

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director owned 13,689 shares of the company’s stock, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Laura Alber purchased 2,571 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was acquired at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the purchase, the director owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.50% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

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.