PFA Pension Forsikringsaktieselskab Invests $146.73 Million in Salesforce Inc. $CRM

PFA Pension Forsikringsaktieselskab purchased a new position in Salesforce Inc. (NYSE:CRM) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 551,791 shares of the CRM provider’s stock, valued at approximately $146,732,000.

Other large investors have also recently made changes to their positions in the company. Board of the Pension Protection Fund bought a new position in shares of Salesforce in the 4th quarter worth $26,000. Key Capital Management INC bought a new position in shares of Salesforce in the 4th quarter worth $26,000. Legacy Bridge LLC bought a new position in shares of Salesforce in the 4th quarter worth $27,000. Marquette Asset Management LLC bought a new position in shares of Salesforce in the 3rd quarter worth $26,000. Finally, Texas Capital Bancshares Inc TX bought a new position in shares of Salesforce in the 3rd quarter worth $28,000. 80.43% of the stock is owned by institutional investors.

Insider Transactions at Salesforce

In related news, Director Laura Alber bought 2,571 shares of the stock in a transaction dated Thursday, March 19th. The shares were purchased at an average price of $194.58 per share, for a total transaction 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 ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David Blair Kirk bought 2,570 shares of the stock in a transaction dated Wednesday, March 18th. The stock was bought at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the purchase, the director directly owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.00% of the stock is owned by corporate insiders.

Salesforce Stock Up 4.2%

Salesforce stock opened at $183.98 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. The business’s 50-day simple moving average is $186.67 and its two-hundred day simple moving average is $220.45. The company has a market cap of $150.54 billion, a PE ratio of 23.56, a PEG ratio of 1.22 and a beta of 1.14. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $296.05.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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. Equities analysts anticipate that Salesforce Inc. will post 9.71 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 repurchase $25.00 billion in outstanding shares. This repurchase authorization authorizes the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s leadership believes its shares are undervalued.

Salesforce Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th were paid a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 1.0%. The ex-dividend date was Thursday, April 9th. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is presently 22.54%.

Wall Street Analysts Forecast Growth

CRM has been the subject of several recent research reports. Royal Bank Of Canada reduced their price target on Salesforce from $290.00 to $210.00 and set a “sector perform” rating for the company in a research report on Thursday, February 26th. Roth Mkm reduced their price target on Salesforce from $395.00 to $325.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a research report on Thursday, February 26th. Jefferies Financial Group reduced their target price on Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a research report on Monday, February 23rd. Finally, Northland Securities reduced their target price on Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $279.18.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched Agentforce Operations to fix agent workflow failures — Salesforce unveiled Agentforce Operations to orchestrate and harden the workflows that break enterprise AI agents, addressing a core scalability and reliability issue for customers. This product move directly targets enterprise demand for reliable AI automation and can improve retention and upsell. Salesforce launches Agentforce Operations to fix the workflows breaking enterprise AI
• Positive Sentiment: Big AI hiring push and deeper ecosystem bets — Salesforce announced a program to recruit 1,000 new graduates into AI roles and is expanding partner bets (notably a deeper Google Cloud tie-up and an early Anthropic investment). Those moves bolster execution capacity and give Salesforce access to third?party models/compute, supporting its positioning as an AI-first workflow platform. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Positive Sentiment: Crowdsourcing AI roadmap with customers — Salesforce is inviting customers into its AI roadmap process, which can accelerate product-market fit, shorten feedback loops, and lower execution risk for new AI features. That helps protect long?term revenue trajectories as the company embeds AI into core CRM workflows. Salesforce is crowdsourcing its AI roadmap — with customers
• Positive Sentiment: AI being embedded across CRM workflows (industry validation) — Coverage noting Salesforce and Microsoft pushing AI deeper into CRM workflows signals broad market adoption and competitive validation of Salesforce’s strategy. That supports recurring revenue growth if customers adopt agentized workflows at scale. Salesforce and Microsoft push AI deeper into CRM workflows
• Neutral Sentiment: Wall?street/sector context — Morgan Stanley remains bullish on select SaaS names amid the broader software pullback; this helps sector sentiment but is not an immediate company?specific catalyst. Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
• Neutral Sentiment: Antitrust/legal action around Slack vs Microsoft — Salesforce’s Slack unit has sued Microsoft in London alleging anticompetitive behavior; legal outcomes are uncertain and timing is long?dated, so immediate revenue impact is unclear. Salesforce (CRM) Stock In Focus After Slack Targets Microsoft In Court
• Negative Sentiment: Organizational restructuring and workforce reductions — Salesforce is reorganizing with leadership changes and some reductions even as it hires for AI roles; layoffs and exec churn raise short?term execution and morale risk. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Negative Sentiment: Recent short?term weakness — reporting showed a recent close decline (~?2.6% in a prior session), highlighting near?term volatility as investors debate AI execution vs. valuation. Salesforce (CRM) Stock Sinks As Market Gains: Here’s Why

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.