PKO Investment Management Joint Stock Co Sells 7,000 Shares of Salesforce Inc. $CRM

PKO Investment Management Joint Stock Co cut its stake in Salesforce Inc. (NYSE:CRM) by 50.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,000 shares of the CRM provider’s stock after selling 7,000 shares during the period. PKO Investment Management Joint Stock Co’s holdings in Salesforce were worth $1,854,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Board of the Pension Protection Fund bought a new stake in Salesforce in the fourth quarter valued at $26,000. Key Capital Management INC bought a new position in shares of Salesforce during the fourth quarter valued at $26,000. Legacy Bridge LLC bought a new position in shares of Salesforce during the fourth quarter valued at $27,000. Marquette Asset Management LLC acquired a new stake in shares of Salesforce in the 3rd quarter valued at $26,000. Finally, Texas Capital Bancshares Inc TX acquired a new stake in shares of Salesforce in the 3rd quarter valued at $28,000. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Up 4.2%

CRM opened at $183.98 on Friday. 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 stock has a market capitalization of $150.54 billion, a PE ratio of 23.56, a PEG ratio of 1.28 and a beta of 1.14. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $296.05. The firm has a 50-day moving average price of $186.67 and a two-hundred day moving average price of $220.25.

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 analysts’ consensus estimates 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 analyst estimates of $11.18 billion. During the same period in the prior year, the business earned $2.78 earnings per share. Salesforce’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. As a group, equities analysts anticipate that Salesforce Inc. will post 9.71 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th were issued a dividend of $0.44 per share. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $1.76 annualized dividend and a yield of 1.0%. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is currently 22.54%.

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the stock. Needham & Company LLC reiterated a “buy” rating and set a $400.00 target price on shares of Salesforce in a research report on Thursday, February 26th. Wells Fargo & Company reduced 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 report on Thursday, February 26th. Barclays decreased their price objective on shares of Salesforce from $265.00 to $252.00 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 price objective on shares of Salesforce in a report on Friday, April 17th. Finally, Piper Sandler cut their target price 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. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $279.18.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched Agentforce Operations to fix agent workflow failures — Salesforce unveiled Agentforce Operations to orchestrate and harden the workflows that break enterprise AI agents, addressing a core scalability and reliability issue for customers. This product move directly targets enterprise demand for reliable AI automation and can improve retention and upsell. Salesforce launches Agentforce Operations to fix the workflows breaking enterprise AI
• Positive Sentiment: Big AI hiring push and deeper ecosystem bets — Salesforce announced a program to recruit 1,000 new graduates into AI roles and is expanding partner bets (notably a deeper Google Cloud tie-up and an early Anthropic investment). Those moves bolster execution capacity and give Salesforce access to third‑party models/compute, supporting its positioning as an AI-first workflow platform. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Positive Sentiment: Crowdsourcing AI roadmap with customers — Salesforce is inviting customers into its AI roadmap process, which can accelerate product-market fit, shorten feedback loops, and lower execution risk for new AI features. That helps protect long‑term revenue trajectories as the company embeds AI into core CRM workflows. Salesforce is crowdsourcing its AI roadmap — with customers
• Positive Sentiment: AI being embedded across CRM workflows (industry validation) — Coverage noting Salesforce and Microsoft pushing AI deeper into CRM workflows signals broad market adoption and competitive validation of Salesforce’s strategy. That supports recurring revenue growth if customers adopt agentized workflows at scale. Salesforce and Microsoft push AI deeper into CRM workflows
• Neutral Sentiment: Wall‑street/sector context — Morgan Stanley remains bullish on select SaaS names amid the broader software pullback; this helps sector sentiment but is not an immediate company‑specific catalyst. Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
• Neutral Sentiment: Antitrust/legal action around Slack vs Microsoft — Salesforce’s Slack unit has sued Microsoft in London alleging anticompetitive behavior; legal outcomes are uncertain and timing is long‑dated, so immediate revenue impact is unclear. Salesforce (CRM) Stock In Focus After Slack Targets Microsoft In Court
• Negative Sentiment: Organizational restructuring and workforce reductions — Salesforce is reorganizing with leadership changes and some reductions even as it hires for AI roles; layoffs and exec churn raise short‑term execution and morale risk. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Negative Sentiment: Recent short‑term weakness — reporting showed a recent close decline (~‑2.6% in a prior session), highlighting near‑term volatility as investors debate AI execution vs. valuation. Salesforce (CRM) Stock Sinks As Market Gains: Here’s Why

Insiders Place Their Bets

In other news, Director Laura Alber purchased 2,571 shares of the business’s stock in a transaction dated 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 completion of the purchase, the director directly owned 9,530 shares of the company’s stock, valued at $1,854,347.40. The trade was a 36.94% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David Blair Kirk purchased 2,570 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the acquisition, the director owned 13,689 shares of the company’s stock, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is currently owned by company insiders.

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.