First County Bank CT Decreases Stock Holdings in Salesforce Inc. $CRM

First County Bank CT lowered its position in Salesforce Inc. (NYSE:CRM) by 35.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,081 shares of the CRM provider’s stock after selling 2,835 shares during the period. First County Bank CT’s holdings in Salesforce were worth $1,346,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after purchasing an additional 205 shares during the last quarter. Bison Wealth LLC boosted its stake in Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares during the last quarter. Finally, United Bank boosted its holdings in shares of Salesforce by 5.2% in the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after purchasing an additional 500 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Salesforce

In related news, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The shares were bought at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the transaction, the director directly owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director David Blair Kirk acquired 2,570 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were 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 in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Macquarie Infrastructure upped their price objective on shares of Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. DA Davidson decreased their price target on shares of Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research report on Friday, February 27th. Arete Research upgraded Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and a consensus target price of $280.21.

Salesforce Trading Down 3.5%

NYSE:CRM opened at $179.14 on Friday. The business has a fifty day moving average of $198.40 and a 200-day moving average of $230.87. The stock has a market cap of $165.35 billion, a price-to-earnings ratio of 22.94, a PEG ratio of 1.35 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $296.05.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share 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 analyst estimates of $11.18 billion. During the same period in the prior year, the business posted $2.78 EPS. The business’s revenue for the quarter was up 12.1% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Equities analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce announced that its Board of Directors has initiated a stock repurchase program on Monday, March 16th that allows the company to repurchase $25.00 billion in shares. This repurchase authorization allows the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its shares are undervalued.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, April 9th. This is an increase from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. Salesforce’s dividend payout ratio is presently 21.25%.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Major federal win — Salesforce’s Agentforce autonomous AI agents are being rolled out in the U.S. Department of Labor’s National Contact Center, a large public‑sector deployment that validates scale and recurring revenue potential for AI offerings. Salesforce AI Agents Enter US Labor Department As Valuation Lags Targets
• Positive Sentiment: Healthcare scale use case — The Veterans Health Administration deployed a Salesforce‑powered agentic operating system to automate workflows and save frontline staff hours, reinforcing enterprise traction for Agentforce in large, mission‑critical customers. VHA Deploys Salesforce-Powered Agentic Operating System, Saving Thousands of Staff Hours for Front-Line Veteran Care
• Positive Sentiment: Large buyback thesis — Analysts and commentators highlight Salesforce’s aggressive capital return (including a $25B accelerated share repurchase within a $50B program) as a key catalyst to lift EPS and support the share price as buybacks meaningfully reduce float. Salesforce: Billions Of Reasons To Own
• Neutral Sentiment: Cost and leadership moves — Salesforce is reshaping executive pay, cutting fewer than 1,000 jobs and appointing new leaders; these moves can lift margins but also signal ongoing restructuring risk. Salesforce Resets Executive Pay And Leadership As Shares Trade Below Targets
• Neutral Sentiment: Small analyst tweak — Erste Group nudged FY27 EPS estimates slightly higher, a data point that offers modest support but doesn’t alter consensus materially. (research note)
• Negative Sentiment: Analyst/target pressure — Some outlets report notable price‑target cuts (example: a ~10.8% downward revision reported) that weigh on near‑term sentiment and downside expectations. Salesforce (CRM) price target decreased by 10.84% to 278.01
• Negative Sentiment: Sector sell‑off — Commentary that software stocks have entered a bear market and coverage noting CRM is down since its last earnings report are pressuring the stock; broad sector flows can outweigh company‑specific positives in the short term. Software Stocks Have Entered a Bear Market. Is This the End of the AI Trade, or Just the Beginning? Salesforce (CRM) Down 6.9% Since Last Earnings Report: Can It Rebound?

Salesforce 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.