Salesforce Inc. $CRM Shares Acquired by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. lifted its position in shares of Salesforce Inc. (NYSE:CRM) by 79.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,446 shares of the CRM provider’s stock after purchasing an additional 19,671 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Salesforce were worth $11,769,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in CRM. Capital World Investors grew its stake in Salesforce by 159.0% in the 3rd 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 period. Hotchkis & Wiley Capital Management LLC acquired a new stake in Salesforce in the 3rd quarter valued at $484,852,000. Alyeska Investment Group L.P. grew its stake in Salesforce by 285.4% in 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 acquiring an additional 1,842,117 shares during the period. Generation Investment Management LLP acquired a new stake in Salesforce in the 3rd quarter valued at $431,157,000. Finally, Capital International Investors grew its stake in Salesforce by 9.4% in the 3rd 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 period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In related news, Director David Blair Kirk purchased 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The shares were acquired at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the acquisition, the director directly owned 13,689 shares in the company, 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 filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Laura Alber purchased 2,571 shares of Salesforce stock in a transaction dated Thursday, March 19th. The shares were bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is owned by insiders.

Salesforce Trading Down 0.0%

Shares of CRM opened at $179.46 on Wednesday. Salesforce Inc. has a 52-week low of $163.52 and a 52-week high of $288.44. 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 firm’s fifty day moving average is $183.27 and its two-hundred day moving average is $214.34. The stock has a market cap of $146.84 billion, a PE ratio of 22.98, a price-to-earnings-growth ratio of 1.25 and a beta of 1.14.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $11.18 billion. During the same quarter in the previous year, the company posted $2.78 EPS. The firm’s quarterly 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. Research analysts forecast that Salesforce Inc. will post 9.71 earnings per share for the current fiscal year.

Salesforce declared that its board has approved a stock repurchase program on Monday, March 16th that authorizes the company to buyback $25.00 billion in outstanding shares. This buyback authorization authorizes the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th were issued a dividend of $0.44 per share. The ex-dividend date was Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is presently 22.54%.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Enterprise software stocks are rallying broadly as investors rotate back into the group after recent pressure tied to fears that AI agents could disrupt traditional SaaS models. Salesforce is benefiting from that sector-wide rebound. From ServiceNow to Salesforce: why are software stocks rallying today?
• Positive Sentiment: Some commentary still views Salesforce as an attractive blue-chip software holding, citing AI-related growth prospects and a relatively reasonable valuation versus peers like Oracle. Buy 5 Blue-Chip Stocks to Enhance Your Portfolio Returns in 2026
• Neutral Sentiment: Salesforce’s AI push remains a key debate on Wall Street. Bank of America restarted coverage with an Underperform rating and a $160 price target, warning that AI may pressure Salesforce’s legacy CRM model and make monetization harder. BofA resets Salesforce stock price target with sobering AI verdict
• Neutral Sentiment: Other coverage is also focused on whether Salesforce can prove its AI strategy is working, with investors watching for evidence that Agentforce and related products can offset concerns about slower long-term growth. Software’s “Baby with the Bathwater” Moment
• Negative Sentiment: Market commentary also highlights Salesforce’s recent weakness and the argument that AI disruption could keep investors cautious until growth re-accelerates. Is It Time To Reconsider Salesforce (CRM) After This Year’s 32% Share Price Slide?

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on CRM shares. Wells Fargo & Company dropped their price target on shares of Salesforce from $235.00 to $210.00 and set an “equal weight” rating on the stock in a research note on Thursday, February 26th. JPMorgan Chase & Co. dropped their price target on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating on the stock in a research note on Thursday, February 26th. BTIG Research reaffirmed a “buy” rating and set a $255.00 target price on shares of Salesforce in a research note on Friday, April 17th. Truist Financial set a $280.00 target price on shares of Salesforce in a research note on Thursday, February 26th. Finally, Mizuho lowered their target price on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $274.56.

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.