Salesforce Inc. $CRM is Quattro Financial Advisors LLC’s 10th Largest Position

Quattro Financial Advisors LLC lifted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 40.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,000 shares of the CRM provider’s stock after acquiring an additional 10,000 shares during the quarter. Salesforce accounts for about 2.8% of Quattro Financial Advisors LLC’s holdings, making the stock its 10th largest position. Quattro Financial Advisors LLC’s holdings in Salesforce were worth $9,272,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Vanguard Group Inc. increased its position in shares of Salesforce by 0.8% during the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock valued at $21,228,624,000 after acquiring an additional 748,772 shares during the last quarter. State Street Corp increased its position in shares of Salesforce by 0.3% during 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 acquiring an additional 159,739 shares during the last quarter. Capital International Investors increased its position in shares of Salesforce by 9.4% during 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 acquiring an additional 1,729,440 shares during the last quarter. Capital World Investors increased its position in shares of Salesforce by 159.0% during 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 acquiring an additional 10,636,161 shares during the last quarter. Finally, Invesco Ltd. increased its position in shares of Salesforce by 11.8% during the third quarter. Invesco Ltd. now owns 7,155,512 shares of the CRM provider’s stock valued at $1,695,856,000 after acquiring an additional 754,116 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Jefferies Financial Group decreased their price target on Salesforce from $375.00 to $250.00 and set a “buy” rating for the company in a research report on Monday, February 23rd. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research report on Thursday, January 15th. Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 price target on shares of Salesforce in a research report on Thursday, February 26th. Morgan Stanley decreased their price target on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. Finally, Piper Sandler reduced their price objective on Salesforce from $250.00 to $215.00 and set an “overweight” rating for the company in a report on Tuesday. 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 stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $279.18.

Insiders Place Their Bets

In related news, Director David Blair Kirk purchased 2,570 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of the acquisition, the director directly owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Laura Alber purchased 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was bought at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the acquisition, 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 SEC filing for this purchase provides additional information. 3.00% of the stock is owned by company insiders.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: BTIG reaffirmed a “buy” on CRM and set a $255 price target (≈40% upside vs. current levels), giving institutional backing that can support further upside. BTIG Reaffirms Buy on Salesforce
• Positive Sentiment: Salesforce launched Headless 360, positioning its full platform as infrastructure for AI agents — a strategic move that could broaden addressable market and accelerate enterprise AI spending across the Salesforce stack. Salesforce launches Headless 360
• Positive Sentiment: Customer wins/expansions show traction for Agentforce 360 — travel platform Engine expanded use of AI agents and Slack, automating ~50% of chat cases, cutting handle time ~15% and improving satisfaction, which supports revenue upsell potential for contact-center automation. Engine expands Agentforce 360
• Positive Sentiment: Data 360 adoption shows strong momentum (reported ~200% ARR growth), highlighting a potential new growth driver for larger enterprise contracts and higher‑value deals. CRM’s Data 360 Momentum Builds
• Neutral Sentiment: Software-sector momentum helped lift CRM amid a broad bounce in the IGV ETF; sector flows can amplify CRM moves but are not company‑specific fundamentals. Software Stocks Finish Week Hot
• Neutral Sentiment: Analyst and media bullishness (e.g., opinion pieces expressing strong conviction) supports sentiment but is not new fundamental data; it can sustain momentum if paired with continued execution. Why I Have Strong Conviction In This Stock
• Negative Sentiment: A recent CMSWire review of Agentforce highlights strengths but also gaps versus rivals (implementation complexity and feature gaps in some areas), a reminder that competitive execution and product parity risk could temper adoption speed. Salesforce Agentforce Contact Center Review

Salesforce Price Performance

Shares of NYSE CRM opened at $182.13 on Friday. The stock has a fifty day simple moving average of $187.87 and a two-hundred day simple moving average of $224.13. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $296.05. The firm has a market cap of $168.10 billion, a price-to-earnings ratio of 23.32, a price-to-earnings-growth ratio of 1.32 and a beta of 1.29. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The firm had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same period last year, the company earned $2.78 earnings per share. The business’s revenue for the quarter 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. Analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a $0.44 dividend. 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 dividend yield of 1.0%. Salesforce’s dividend payout ratio is 22.54%.

Salesforce announced that its board has initiated a stock buyback plan on Monday, March 16th that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

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.