Salesforce Inc. $CRM Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC cut its stake in Salesforce Inc. (NYSE:CRM) by 8.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,963 shares of the CRM provider’s stock after selling 2,889 shares during the period. Valeo Financial Advisors LLC’s holdings in Salesforce were worth $8,202,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Marquette Asset Management LLC acquired a new stake in Salesforce in the 3rd quarter worth approximately $26,000. Board of the Pension Protection Fund acquired a new stake in Salesforce during the 4th quarter worth about $26,000. Key Capital Management INC acquired a new stake in Salesforce during the 4th quarter worth about $26,000. Legacy Bridge LLC acquired a new stake in Salesforce during the 4th quarter worth about $27,000. Finally, Texas Capital Bancshares Inc TX acquired a new stake in Salesforce during the 3rd quarter worth about $28,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have commented on CRM. Royal Bank Of Canada lowered their price target on Salesforce from $290.00 to $210.00 and set a “sector perform” rating for the company in a research report on Thursday, February 26th. Stifel Nicolaus lowered their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Truist Financial set a $280.00 price objective on shares of Salesforce in a research note on Thursday, February 26th. Piper Sandler decreased their price objective on shares of Salesforce from $250.00 to $215.00 and set an “overweight” rating for the company in a research note on Tuesday, April 14th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating for the company in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $279.18.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director Laura Alber purchased 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The stock was bought at an average price of $194.58 per share, with a total value of $500,265.18. Following the acquisition, the director owned 9,530 shares of the company’s stock, valued at $1,854,347.40. This trade represents a 36.94% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director David Blair Kirk purchased 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The stock was acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Salesforce Stock Down 0.1%

Shares of CRM opened at $181.67 on Monday. Salesforce Inc. has a 52 week low of $163.52 and a 52 week high of $296.05. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $148.65 billion, a price-to-earnings ratio of 23.26, a PEG ratio of 1.26 and a beta of 1.14. The stock’s 50-day moving average price is $186.78 and its 200-day moving average price is $218.91.

Salesforce (NYSE:CRM) last issued its 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 for the quarter, compared to the consensus estimate of $11.18 billion. During the same quarter in the prior year, the business earned $2.78 earnings per share. The company’s revenue 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. On average, sell-side analysts predict that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Thursday, April 9th were paid a $0.44 dividend. The ex-dividend date was Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is presently 22.54%.

Salesforce declared that its board has authorized a share 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 reacquire up to 14.1% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s management believes its stock is undervalued.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce launched Agentforce Operations, a new tool designed to automate complex enterprise workflows, and rising adoption of its Agentforce AI platform is helping reinforce the company’s AI growth story. Salesforce AI Shift Agentforce Operations Links Product Adoption To Valuation
• Positive Sentiment: Salesforce is also bringing Agentforce Sales to ChatGPT, which could expand the reach of its AI-driven CRM tools and support adoption with enterprise customers.
• Positive Sentiment: A new revenue reporting structure beginning in FY27 is intended to align disclosures more closely with Salesforce’s AI-led strategy, potentially making it easier for investors to track how AI products are contributing to growth. Salesforce Inc’s (CRM) New Reporting Structure To Give Better Insights Into AI Driven Growth
• Positive Sentiment: Third-party coverage continues to frame CRM as an AI and big-data beneficiary, with analysts highlighting Salesforce as a play on surging analytics demand and enterprise AI adoption. Top Big Data Stocks Powering the AI Boom as Analytics Demand Surges
• Neutral Sentiment: Several articles compare Salesforce with HubSpot and discuss its competitive position in CRM, but these pieces are more strategic than immediately market-moving.
• Negative Sentiment: Recent coverage also raises a leadership succession question around Marc Benioff, which could create some overhang if investors become more focused on long-term governance and continuity risk. Beyond Benioff: Is Salesforce Ready for Life Without Its Founder?
• Negative Sentiment: Salesforce has also been reported as falling in recent trading, suggesting investors may still be cautious despite the company’s AI initiatives.

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.