Strategic Wealth Investment Group LLC Sells 22,453 Shares of Salesforce Inc. $CRM

Strategic Wealth Investment Group LLC lowered its holdings in shares of Salesforce Inc. (NYSE:CRM) by 28.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 57,074 shares of the CRM provider’s stock after selling 22,453 shares during the quarter. Salesforce comprises 1.9% of Strategic Wealth Investment Group LLC’s portfolio, making the stock its 19th largest holding. Strategic Wealth Investment Group LLC’s holdings in Salesforce were worth $15,120,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Board of the Pension Protection Fund bought a new position in Salesforce during the fourth quarter valued at $26,000. Key Capital Management INC bought a new position in Salesforce during the fourth quarter valued at $26,000. Legacy Bridge LLC bought a new position in Salesforce during the fourth quarter valued at $27,000. Dogwood Wealth Management LLC lifted its position in Salesforce by 285.7% during the fourth quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock valued at $29,000 after purchasing an additional 80 shares during the last quarter. Finally, Texas Capital Bancshares Inc TX bought a new position in Salesforce during the third quarter valued at $28,000. Institutional investors own 80.43% of the company’s stock.

Insider Transactions at Salesforce

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were acquired at an average price of $194.62 per share, with a total value of $500,173.40. Following the transaction, the director owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the transaction, the director directly owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.50% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on CRM shares. UBS Group reiterated a “market outperform” rating on shares of Salesforce in a research report on Thursday, May 28th. Citizens Jmp reissued a “market outperform” rating and issued a $315.00 target price on shares of Salesforce in a research note on Thursday, May 28th. Jefferies Financial Group reissued a “buy” rating on shares of Salesforce in a research note on Tuesday, May 26th. BMO Capital Markets reduced their target price on shares of Salesforce from $225.00 to $215.00 and set an “outperform” rating on the stock in a research note on Thursday, May 28th. Finally, B. Riley Financial increased their target price on shares of Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday, May 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $257.97.

Salesforce Trading Down 1.5%

NYSE CRM opened at $185.85 on Friday. 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 company has a market capitalization of $152.21 billion, a price-to-earnings ratio of 21.51, a price-to-earnings-growth ratio of 1.17 and a beta of 1.16. The company’s 50-day simple moving average is $181.31 and its two-hundred day simple moving average is $208.90. Salesforce Inc. has a one year low of $163.52 and a one year high of $276.80.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The business had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same quarter last year, the firm posted $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. Equities analysts forecast that Salesforce Inc. will post 10.3 EPS for the current fiscal year.

Salesforce announced that its board has authorized a share repurchase plan on Monday, March 16th that permits the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization permits the CRM provider to purchase up to 14.1% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Salesforce Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is 20.37%.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a landmark partnership with FIFA for the 2026 World Cup and 2027 Women’s World Cup, which could showcase its AI-driven Agentforce 360 platform to a massive global audience and potentially drive future enterprise demand. Article Title
• Positive Sentiment: KeyCorp kept an Overweight rating and a $290 price target on Salesforce, while modeling earnings above consensus for FY2027, signaling continued analyst confidence in the company’s profit growth. Article Title
• Positive Sentiment: Recent commentary highlights Salesforce’s strong momentum, helped by its AI strategy, Agentforce rollout, recurring revenue base, and expanding free cash flow, which may keep long-term investors interested. Article Title
• Neutral Sentiment: Salesforce’s presentation at the Evercore Global TMT Conference and valuation-focused coverage suggest investors are still reassessing how much of the AI and Agentforce optimism is already priced in. Article Title
• Negative Sentiment: Bridgewater Associates reportedly sold Salesforce, which can pressure sentiment in the near term, although the article argues that institutional selling may create a better entry point for patient investors. Article Title

About Salesforce

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.