Banco Bilbao Vizcaya Argentaria S.A. Has $59.32 Million Stock Position in Salesforce Inc. $CRM

Banco Bilbao Vizcaya Argentaria S.A. lessened its stake in shares of Salesforce Inc. (NYSE:CRM) by 40.2% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 250,084 shares of the CRM provider’s stock after selling 168,252 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Salesforce were worth $59,317,000 at the end of the most recent reporting period.

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

Insider Activity at Salesforce

In related news, Director David Blair Kirk acquired 1,936 shares of the stock in a transaction dated Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. The trade was a 22.15% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director owned 7,299 shares in the company, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by insiders.

Salesforce Stock Performance

Shares of CRM opened at $192.63 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 $177.80 billion, a P/E ratio of 24.66, a price-to-earnings-growth ratio of 1.40 and a beta of 1.29. The firm’s fifty day simple moving average is $210.48 and its two-hundred day simple moving average is $235.09. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $296.05.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 15.38% and a net margin of 17.96%.The business’s quarterly revenue was up 12.1% on a year-over-year basis. During the same period last year, the company posted $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. As a group, analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

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

Analyst Ratings Changes

Several research firms have recently issued reports on CRM. Oppenheimer lowered their price objective on Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 target price on shares of Salesforce in a research report on Thursday, December 4th. The Goldman Sachs Group reissued a “buy” rating and set a $281.00 target price on shares of Salesforce in a report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Finally, BMO Capital Markets cut their price target on shares of Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $282.06.

More 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

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.