Swiss Life Asset Management Ltd Purchases 13,445 Shares of Salesforce Inc. $CRM

Swiss Life Asset Management Ltd raised its position in Salesforce Inc. (NYSE:CRM) by 5.1% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 275,577 shares of the CRM provider’s stock after acquiring an additional 13,445 shares during the period. Swiss Life Asset Management Ltd’s holdings in Salesforce were worth $65,312,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its position in Salesforce by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock valued at $21,228,624,000 after purchasing an additional 748,772 shares during the period. State Street Corp increased its stake in Salesforce by 0.3% during the 3rd quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock valued at $11,732,966,000 after purchasing an additional 159,739 shares in the last quarter. Capital International Investors raised its holdings in Salesforce by 9.4% during the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock worth $4,753,519,000 after buying an additional 1,729,440 shares during the last quarter. Capital World Investors lifted its stake in shares of Salesforce by 159.0% in 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 buying an additional 10,636,161 shares in the last quarter. Finally, Norges Bank bought a new position in shares of Salesforce in the second quarter valued at $2,826,049,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Wedbush reissued an “outperform” rating and set a $375.00 target price on shares of Salesforce in a research report on Tuesday, February 24th. Roth Mkm dropped their price target on shares of Salesforce from $395.00 to $325.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. Jefferies Financial Group decreased their price objective on Salesforce from $375.00 to $250.00 and set a “buy” rating for the company in a report on Monday, February 23rd. Finally, Guggenheim reissued a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. One equities 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 company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $280.21.

Salesforce Stock Down 0.4%

Salesforce stock opened at $194.47 on Thursday. Salesforce Inc. has a fifty-two week low of $174.57 and a fifty-two week high of $296.05. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. The firm’s 50-day simple moving average is $206.53 and its 200 day simple moving average is $233.88. The stock has a market cap of $179.50 billion, a PE ratio of 24.90, a price-to-earnings-growth ratio of 1.42 and a beta of 1.29.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating 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 firm had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same quarter last year, the business posted $2.78 EPS. The company’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. Research analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is 21.25%.

Salesforce announced that its Board of Directors has approved a stock repurchase program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization authorizes the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In other Salesforce news, Director David Blair Kirk acquired 2,570 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were acquired at an average price of $194.62 per share, with a total value of $500,173.40. Following the completion of the transaction, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 3.00% of the company’s stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Board authorized a $25 billion share repurchase program and initiated an accelerated buyback, signaling management confidence and likely near‑term support for the stock. Stock Buyback Plan Initiated by Salesforce
• Positive Sentiment: Strong product momentum from Agentic AI, Agentforce and Data Cloud is driving higher bookings and revenue growth prospects — a core reason bulls expect reacceleration in CRM’s top line. Salesforce’s Agentic AI Push
• Positive Sentiment: Partnership with NVIDIA to embed AI agents into workflows strengthens Salesforce’s go‑to‑market for AI features and could accelerate adoption across enterprise customers. Salesforce Teams with NVIDIA
• Neutral Sentiment: Analyst commentary remains mixed-to-supportive: some firms reiterated buy ratings on the capital allocation strategy, but views differ on risk/reward given the new leverage. Buy Rating on Capital Allocation
• Neutral Sentiment: Third‑party comparisons and coverage pieces (e.g., head‑to‑head with smaller rivals) are airing but aren’t driving material moves relative to the buyback/debt story. Unitronix vs Salesforce Comparison
• Negative Sentiment: The $25 billion accelerated share repurchase and $6 billion term loan are largely debt‑funded (multi‑tranche senior notes and refinancing), materially changing Salesforce’s capital structure and raising concerns about leverage, interest expense and long‑dated maturities. That shift is the main near‑term bearish catalyst. Bull Case Could Change After Debt-Funded Buyback

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.