Groupama Asset Managment Sells 8,595 Shares of Salesforce Inc. $CRM

Groupama Asset Managment lowered its position in Salesforce Inc. (NYSE:CRM) by 18.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 38,574 shares of the CRM provider’s stock after selling 8,595 shares during the quarter. Groupama Asset Managment’s holdings in Salesforce were worth $9,142,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new stake in Salesforce during the 3rd quarter worth approximately $26,000. Evolution Wealth Management Inc. bought a new position in shares of Salesforce during the second quarter valued at $27,000. Texas Capital Bancshares Inc TX acquired a new position in shares of Salesforce during the third quarter worth $28,000. Country Trust Bank lifted its holdings in shares of Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares during the period. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of Salesforce in the third quarter worth $39,000. Institutional investors own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Board authorized a $25 billion share repurchase program and initiated an accelerated buyback, signaling management confidence and likely near‑term support for the stock. Stock Buyback Plan Initiated by Salesforce
• Positive Sentiment: Strong product momentum from Agentic AI, Agentforce and Data Cloud is driving higher bookings and revenue growth prospects — a core reason bulls expect reacceleration in CRM’s top line. Salesforce’s Agentic AI Push
• Positive Sentiment: Partnership with NVIDIA to embed AI agents into workflows strengthens Salesforce’s go‑to‑market for AI features and could accelerate adoption across enterprise customers. Salesforce Teams with NVIDIA
• Neutral Sentiment: Analyst commentary remains mixed-to-supportive: some firms reiterated buy ratings on the capital allocation strategy, but views differ on risk/reward given the new leverage. Buy Rating on Capital Allocation
• Neutral Sentiment: Third‑party comparisons and coverage pieces (e.g., head‑to‑head with smaller rivals) are airing but aren’t driving material moves relative to the buyback/debt story. Unitronix vs Salesforce Comparison
• Negative Sentiment: The $25 billion accelerated share repurchase and $6 billion term loan are largely debt‑funded (multi‑tranche senior notes and refinancing), materially changing Salesforce’s capital structure and raising concerns about leverage, interest expense and long‑dated maturities. That shift is the main near‑term bearish catalyst. Bull Case Could Change After Debt-Funded Buyback

Insider Buying and Selling

In related news, Director David Blair Kirk acquired 2,570 shares of the stock in a transaction dated 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 purchase, 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. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director owned 7,299 shares in the company, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

CRM has been the subject of several analyst reports. Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 target price on shares of Salesforce in a research report on Thursday, February 26th. Northland Securities reduced their price target on Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research report on Tuesday, March 10th. Guggenheim reissued a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. DA Davidson lowered their price objective on Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research report on Friday, February 27th. Finally, Arete Research raised Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $280.21.

Salesforce Stock Performance

Shares of CRM opened at $194.47 on Thursday. 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 fifty day simple moving average is $206.53 and its two-hundred day simple moving average is $233.88. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $296.05. The stock has a market capitalization of $179.50 billion, a P/E ratio of 24.90, a price-to-earnings-growth ratio of 1.42 and a beta of 1.29.

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

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 shares. This repurchase authorization authorizes the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be paid a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.9%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s payout ratio is presently 21.25%.

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.