Salesforce Inc. $CRM Shares Purchased by Capital World Investors

Capital World Investors boosted its position in Salesforce Inc. (NYSE:CRM) by 13.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,672,684 shares of the CRM provider’s stock after buying an additional 2,347,478 shares during the period. Capital World Investors owned approximately 2.10% of Salesforce worth $5,211,515,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Board of the Pension Protection Fund purchased a new position in Salesforce in the 4th quarter valued at $26,000. Key Capital Management INC purchased a new position in Salesforce in the 4th quarter valued at $26,000. Legacy Bridge LLC purchased a new position in Salesforce in the 4th quarter valued at $27,000. Texas Capital Bancshares Inc TX purchased a new position in Salesforce in the 3rd quarter valued at $28,000. Finally, Dogwood Wealth Management LLC grew its position in Salesforce by 285.7% in the 4th quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock valued at $29,000 after buying an additional 80 shares during the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a landmark partnership with FIFA for the 2026 World Cup and 2027 Women’s World Cup, which could showcase its AI-driven Agentforce 360 platform to a massive global audience and potentially drive future enterprise demand. Article Title
• Positive Sentiment: KeyCorp kept an Overweight rating and a $290 price target on Salesforce, while modeling earnings above consensus for FY2027, signaling continued analyst confidence in the company’s profit growth. Article Title
• Positive Sentiment: Recent commentary highlights Salesforce’s strong momentum, helped by its AI strategy, Agentforce rollout, recurring revenue base, and expanding free cash flow, which may keep long-term investors interested. Article Title
• Neutral Sentiment: Salesforce’s presentation at the Evercore Global TMT Conference and valuation-focused coverage suggest investors are still reassessing how much of the AI and Agentforce optimism is already priced in. Article Title
• Negative Sentiment: Bridgewater Associates reportedly sold Salesforce, which can pressure sentiment in the near term, although the article argues that institutional selling may create a better entry point for patient investors. Article Title

Salesforce Trading Down 1.5%

Shares of CRM stock opened at $185.85 on Friday. The business’s fifty day moving average price is $181.31 and its 200 day moving average price is $208.90. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $276.80. The firm has a market capitalization of $152.21 billion, a PE ratio of 21.51, a P/E/G ratio of 1.17 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, beating the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.Salesforce’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.58 earnings per share. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, sell-side analysts forecast that Salesforce Inc. will post 10.3 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

Salesforce announced that its Board of Directors has authorized a stock repurchase plan on Monday, March 16th that allows the company to buyback $25.00 billion in outstanding 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 generally a sign that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $250.00 price objective on shares of Salesforce in a research report on Thursday, May 28th. Mizuho dropped their price objective on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. Roth Mkm reaffirmed a “buy” rating and set a $325.00 price objective on shares of Salesforce in a report on Thursday, May 28th. Wall Street Zen raised Salesforce from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Wedbush reaffirmed an “outperform” rating and set a $325.00 price objective on shares of Salesforce in a report on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $257.97.

Insider Activity at Salesforce

In related news, Director Laura Alber purchased 2,571 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The shares were acquired 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 in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director David Blair Kirk purchased 2,570 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The stock was bought at an average cost 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. The trade was a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is currently owned by company insiders.

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.