Salesforce Inc. $CRM Shares Bought by Commerzbank Aktiengesellschaft FI

Commerzbank Aktiengesellschaft FI raised its position in Salesforce Inc. (NYSE:CRM) by 12.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 70,432 shares of the CRM provider’s stock after acquiring an additional 7,545 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in Salesforce were worth $18,658,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Salesforce by 0.3% in the fourth 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 period. State Street Corp increased its stake in shares of Salesforce by 0.3% in the third 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 period. Capital International Investors increased its stake in shares of Salesforce by 9.4% in the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock valued at $4,753,519,000 after purchasing an additional 1,729,440 shares during the period. Capital World Investors increased its stake 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 valued at $4,106,255,000 after purchasing an additional 10,636,161 shares during the period. Finally, Invesco Ltd. increased its stake in shares of Salesforce by 11.8% in the third quarter. Invesco Ltd. now owns 7,155,512 shares of the CRM provider’s stock valued at $1,695,856,000 after purchasing an additional 754,116 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Trading Up 3.7%

Shares of NYSE:CRM opened at $173.77 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 stock has a market capitalization of $142.18 billion, a price-to-earnings ratio of 22.25, a PEG ratio of 1.16 and a beta of 1.14. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $292.17. The company has a 50 day moving average price of $184.17 and a 200 day moving average price of $215.65.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.76. The firm had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The firm’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.78 earnings per share. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, research analysts anticipate that Salesforce Inc. will post 9.71 EPS for the current fiscal year.

Salesforce Increases Dividend

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

Salesforce declared that its board has initiated a stock buyback program on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Analyst Ratings Changes

Several brokerages have commented on CRM. Morgan Stanley dropped their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. UBS Group lowered their price objective on shares of Salesforce from $260.00 to $200.00 and set a “neutral” rating on the stock in a research note on Tuesday, February 17th. Northland Securities lowered their price objective on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research note on Tuesday, March 10th. BMO Capital Markets lowered their price objective on shares of Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. Finally, Barclays lowered their price objective on shares of Salesforce from $265.00 to $252.00 and set an “overweight” rating on the stock in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $278.82.

Insider Activity at Salesforce

In other Salesforce news, Director David Blair Kirk purchased 2,570 shares of the firm’s stock in a transaction on Wednesday, March 18th. The shares were purchased 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 owned 13,689 shares in the company, valued at $2,664,153.18. This represents a 23.11% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Laura Alber purchased 2,571 shares of the firm’s stock in a transaction 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 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. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.00% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s stock rose after reports highlighted expanding AI momentum, solid financial performance, and a newly announced U.S. Air Force contract that bolsters confidence in demand for Agentforce and secure government cloud tools. Why Salesforce stock was surging today?
• Positive Sentiment: Salesforce secured a $72 million U.S. Air Force agreement as part of a broader Department of Defense contract, expanding its footprint in highly regulated government environments and validating its AI platform for mission-critical workflows. Salesforce’s Air Force Deal Tests Agentforce’s Role In Secure Government AI
• Positive Sentiment: Salesforce also gained attention after a new partnership with Moderna to use Agentforce Life Sciences to unify global operations, reinforcing the company’s AI and industry-specific software expansion. Salesforce (CRM), Moderna Partner to Unify Global Operations via Agentforce Life Sciences
• Neutral Sentiment: Multiple articles pointed to Salesforce as a long-term value and trending stock, suggesting continued investor interest rather than a new fundamental catalyst. Why Salesforce (CRM) is a Top Value Stock for the Long-Term
• Negative Sentiment: Citi trimmed its price target on Salesforce to $188 from $200, citing weak enterprise software spending trends, which is a reminder that the broader software demand backdrop remains mixed. Citi Cuts PT on Salesforce (CRM) From $200 To $188 Amid Weak Enterprise Software Spending Trends

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.