Salesforce Inc. $CRM Stock Position Lifted by Eminence Capital LP

Posted by Tyrone Williams on Mar 15th, 2026

Eminence Capital LP boosted its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 5.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 830,536 shares of the CRM provider’s stock after buying an additional 43,888 shares during the quarter. Salesforce makes up about 2.4% of Eminence Capital LP’s holdings, making the stock its 15th biggest position. Eminence Capital LP owned approximately 0.09% of Salesforce worth $196,837,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Marquette Asset Management LLC acquired a new position in shares of Salesforce in the third quarter worth $26,000. Evolution Wealth Management Inc. purchased a new position in Salesforce in the second quarter valued at about $27,000. Texas Capital Bancshares Inc TX acquired a new position in Salesforce in the 3rd quarter worth about $28,000. Country Trust Bank increased its position in Salesforce by 658.8% in the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares during the last quarter. Finally, Capital A Wealth Management LLC raised its stake in shares of Salesforce by 40.9% during the 2nd quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock worth $41,000 after purchasing an additional 45 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce (NYSE:CRM) Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

Salesforce Price Performance

NYSE CRM opened at $192.63 on Friday. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $296.05. The company has a fifty day simple moving average of $210.48 and a 200 day simple moving average of $235.09. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The company has a market cap of $177.80 billion, a P/E ratio of 24.66, a P/E/G ratio of 1.40 and a beta of 1.29.

Salesforce (NYSE:CRM – Get Free Report) last released its 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. The firm had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The business’s revenue was up 12.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.78 EPS. 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 7.46 EPS for the current year.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be given a $0.44 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 annualized dividend and a yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is presently 22.54%.

Analysts Set New Price Targets

CRM has been the topic of a number of research reports. Evercore dropped their price objective on Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Northland Securities decreased their target price on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating for the company in a research report on Tuesday, March 10th. Weiss Ratings restated a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. Stifel Nicolaus reduced their price objective on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Finally, Bank of America decreased their price objective on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a report on Monday, November 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $282.06.

Read Our Latest Analysis on CRM

Insider Buying and Selling

In related news, Director David Blair Kirk bought 1,936 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the sale, the director owned 7,299 shares in the company, valued at $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is owned by insiders.

Salesforce Profile

(Free Report)

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.