Cantor Fitzgerald L. P. Raises Holdings in Salesforce Inc. $CRM

Cantor Fitzgerald L. P. boosted its stake in Salesforce Inc. (NYSE:CRM) by 349.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,565 shares of the CRM provider’s stock after purchasing an additional 19,096 shares during the period. Cantor Fitzgerald L. P.’s holdings in Salesforce were worth $5,822,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Capital World Investors grew its holdings 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 purchasing an additional 10,636,161 shares during the last quarter. Norges Bank bought a new stake in Salesforce during the 2nd quarter valued at $2,826,049,000. Laurel Wealth Advisors LLC raised its holdings in Salesforce by 27,361.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock valued at $933,737,000 after buying an additional 3,411,700 shares during the last quarter. Hotchkis & Wiley Capital Management LLC purchased a new stake in Salesforce during the 3rd quarter valued at $484,852,000. Finally, Alyeska Investment Group L.P. boosted its position in Salesforce by 285.4% during 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 buying an additional 1,842,117 shares during the period. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Down 3.3%

Shares of CRM opened at $192.63 on Friday. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $296.05. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The firm’s 50-day moving average price is $210.48 and its 200-day moving average price is $235.09. The firm has a market capitalization of $177.80 billion, a price-to-earnings ratio of 24.66, a PEG ratio of 1.40 and a beta of 1.29.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The company had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the prior year, the firm earned $2.78 earnings per share. Salesforce’s revenue was up 12.1% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Sell-side analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be given a $0.44 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio is currently 22.54%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce (NYSE:CRM) Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

Analysts Set New Price Targets

CRM has been the topic of a number of analyst reports. Stifel Nicolaus decreased their price objective on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. JPMorgan Chase & Co. dropped their target price on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating for the company in a report on Thursday, February 26th. Mizuho cut their target price on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. KeyCorp lowered their price target on Salesforce from $400.00 to $300.00 and set an “overweight” rating for the company in a research report on Tuesday, February 24th. Finally, Wells Fargo & Company dropped their price objective on Salesforce from $235.00 to $210.00 and set an “equal weight” rating for the company in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and an average target price of $282.06.

Insider Buying and Selling

In other news, Director David Blair Kirk bought 1,936 shares of the stock in a transaction dated Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This trade represents a 22.15% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

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.