Financiere des Professionnels Fonds d investissement inc. lowered its position in Salesforce Inc. (NYSE:CRM – Free Report) by 16.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 34,366 shares of the CRM provider’s stock after selling 6,927 shares during the period. Financiere des Professionnels Fonds d investissement inc.’s holdings in Salesforce were worth $9,104,000 at the end of the most recent quarter.
A number of other large investors have also modified their holdings of CRM. Norges Bank acquired a new position in shares of Salesforce in the fourth quarter worth about $3,182,951,000. Capital World Investors raised its position in shares of Salesforce by 159.0% in the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock worth $4,106,255,000 after acquiring an additional 10,636,161 shares during the period. Capital International Investors raised its position in shares of Salesforce by 13.3% in the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after acquiring an additional 2,669,891 shares during the period. Hotchkis & Wiley Capital Management LLC acquired a new stake in Salesforce in the 3rd quarter valued at $484,852,000. Finally, Alyeska Investment Group L.P. grew its stake in Salesforce by 285.4% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock valued at $589,568,000 after acquiring an additional 1,842,117 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.
Insider Transactions at Salesforce
In other Salesforce news, Director Laura Alber purchased 2,571 shares of the stock in a transaction that occurred on Thursday, March 19th. The shares were purchased at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, the director owned 9,530 shares of the company’s stock, valued at $1,854,347.40. The trade was a 36.94% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were acquired at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the transaction, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. The trade was a 23.11% 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.
Analyst Upgrades and Downgrades
Check Out Our Latest Stock Analysis on CRM
Key Salesforce News
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment: Salesforce is getting credit for expanding its AI monetization strategy by acquiring m3ter, a usage-based metering and billing platform. The deal should help integrate consumption pricing into Agentforce Revenue Management, which could support revenue growth from AI products and make Salesforce more flexible for customers shifting away from pure subscription billing. Salesforce m3ter Deal Highlights Shift Toward Usage Based AI Revenue
- Positive Sentiment: Bloomberg-reported news that Salesforce’s stake in Anthropic has grown to about $5 billion reinforces the company’s AI exposure and may boost investor confidence that management has a meaningful position in one of the leading AI startups. Salesforce’s Anthropic Stake Reportedly Reaches $5 Billion as AI Startup Eyes IPO, Bloomberg Reports
- Positive Sentiment: A Zacks note highlighted that Salesforce is trading near a 52-week low while Agentforce ARR is rising sharply and growth appears to be re-accelerating, suggesting the stock may look inexpensive relative to its long-term AI opportunity. Salesforce Trades Near 52-Week Low: Time to Hold the Stock or Exit?
- Neutral Sentiment: Salesforce’s presentation at the Mizuho Technology Conference did not include a clear new catalyst in the provided summary, but it kept management visible to investors amid heightened scrutiny on execution. Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
- Neutral Sentiment: Third-party coverage also pointed to improving earnings quality and positive market reaction to the latest results, which supports the view that the company still has fundamental strength despite the recent pullback. Shareholders Can Be Confident That Salesforce’s (NYSE:CRM) Earnings Are High Quality
- Negative Sentiment: Multiple reports about layoffs and severance packages are likely weighing on sentiment, as they underscore cost-cutting pressure and suggest management is still adjusting the workforce around slower-than-hoped AI adoption. Salesforce lays off employees in a new round of cuts
- Negative Sentiment: Articles noting AI competition pressure and a stock slide despite the earnings beat suggest investors remain concerned that rivals are limiting Salesforce’s growth outlook, even after strong quarterly results. AI Competition Pressured Salesforce (CRM) in Q1
- Negative Sentiment: Coverage of layoffs amid AI concerns and a sharply lower stock price reflects continuing market skepticism about whether Salesforce’s AI investments will translate into faster near-term growth. Salesforce lays off 86 employees amid AI concerns, stock down 30%
Salesforce Price Performance
Shares of Salesforce stock opened at $171.22 on Thursday. The business has a 50 day simple moving average of $180.90 and a two-hundred day simple moving average of $207.60. Salesforce Inc. has a 12 month low of $163.52 and a 12 month high of $276.80. The stock has a market capitalization of $140.23 billion, a P/E ratio of 19.82, a PEG ratio of 1.09 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79.
Salesforce (NYSE:CRM – Get Free Report) last posted its quarterly 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 firm had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. Salesforce’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the previous year, the business 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, analysts predict that Salesforce Inc. will post 10.3 EPS for the current fiscal year.
Salesforce announced that its Board of Directors has initiated a share repurchase program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in shares. This repurchase authorization authorizes the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s leadership believes its shares are undervalued.
Salesforce Dividend Announcement
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 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 yield of 1.0%. Salesforce’s payout ratio is presently 20.37%.
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.
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