One Capital Management LLC Acquires 3,571 Shares of Salesforce Inc. $CRM

One Capital Management LLC raised its holdings in shares of Salesforce Inc. (NYSE:CRM) by 5.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 71,551 shares of the CRM provider’s stock after acquiring an additional 3,571 shares during the period. One Capital Management LLC’s holdings in Salesforce were worth $18,955,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of CRM. Norges Bank bought a new position in Salesforce during the fourth quarter valued at approximately $3,182,951,000. Capital World Investors grew its position in Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after acquiring an additional 10,636,161 shares during the last quarter. Hotchkis & Wiley Capital Management LLC bought a new position in Salesforce during the third quarter valued at approximately $484,852,000. Alyeska Investment Group L.P. grew its position in Salesforce by 285.4% during the third 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 last quarter. Finally, Generation Investment Management LLP bought a new position in Salesforce during the third quarter valued at approximately $431,157,000. 80.43% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. Royal Bank Of Canada reduced their price target on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 26th. KeyCorp reduced their price target on shares of Salesforce from $300.00 to $290.00 and set an “overweight” rating on the stock in a research report on Thursday. Canaccord Genuity Group reduced their price target on shares of Salesforce from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Thursday, May 28th. Bank of America started coverage on shares of Salesforce in a research report on Monday, May 18th. They set an “underperform” rating and a $160.00 price target on the stock. Finally, B. Riley Financial increased their price objective on Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $257.97.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is benefiting from a broader rebound in software stocks after Nvidia CEO Jensen Huang eased fears that AI will disrupt the software industry, giving CRM and peers a fresh tailwind. NOW, IBM, software stocks surge as Huang eases AI fears; analysts see more upside
• Positive Sentiment: Investors are also focused on Salesforce’s expanding AI strategy, including a reported Contentful acquisition and continued rollout of Agentforce and related enterprise AI tools, which reinforces the company’s growth narrative. CRM Stock Jumps Amid Software Rally — Company Expands AI Push With Contentful Acquisition
• Positive Sentiment: Recent earnings remain a key support for the stock: Salesforce beat on both EPS and revenue, posted strong year-over-year growth, and delivered solid cash flow, helping sustain investor confidence despite broader market volatility. Salesforce, Inc. (CRM) Beats on Earnings and Revenue
• Neutral Sentiment: Salesforce continues to attract heavy investor attention online, reflecting elevated interest in the stock, but the article did not add new fundamental information likely to move shares. Investors Heavily Search Salesforce, Inc. (CRM): Here is What You Need to Know
• Neutral Sentiment: A Zacks review of Salesforce’s international revenue exposure is mainly a reminder that a meaningful portion of sales comes from overseas markets, which can affect stability and growth, but it was not a fresh catalyst. Salesforce (CRM) Reliance on International Sales: What Investors Need to Know
• Negative Sentiment: Some commentary continues to question whether Salesforce can thrive in an AI-dominated software landscape, and BMO trimmed its price target after earnings, which suggests some caution remains around valuation and future upside. Is Salesforce (CRM) the Best Undervalued Stock to Buy According to the Financial Media?

Insider Buying and Selling at Salesforce

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

Salesforce Stock Performance

NYSE:CRM opened at $209.33 on Tuesday. The firm has a market cap of $171.44 billion, a PE ratio of 24.23, a price-to-earnings-growth ratio of 1.27 and a beta of 1.16. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $276.80. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The business has a 50 day moving average price of $181.06 and a 200-day moving average price of $210.11.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS 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 analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s revenue was up 13.3% on a year-over-year basis. During the same quarter last year, the firm 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. Equities research analysts predict that Salesforce Inc. will post 9.72 earnings per share for the current year.

Salesforce Dividend Announcement

The business 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 $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 0.8%. Salesforce’s payout ratio is 20.37%.

Salesforce announced that its board has authorized a stock repurchase 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 buy up to 14.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

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.