Junto Capital Management LP Purchases 10,774 Shares of Salesforce Inc. $CRM

Junto Capital Management LP boosted its position in shares of Salesforce Inc. (NYSE:CRM) by 4.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 241,614 shares of the CRM provider’s stock after acquiring an additional 10,774 shares during the period. Junto Capital Management LP’s holdings in Salesforce were worth $57,263,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce during the 2nd quarter valued at $27,000. Marquette Asset Management LLC purchased a new stake in shares of Salesforce in the third quarter worth $26,000. Texas Capital Bancshares Inc TX purchased a new stake in shares of Salesforce in the third quarter worth $28,000. Country Trust Bank boosted its stake in Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the period. Finally, Kilter Group LLC purchased a new position in Salesforce during the second quarter worth about $42,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have weighed in on CRM. BTIG Research decreased their target price on Salesforce from $260.00 to $255.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Morgan Stanley dropped their price target on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. DA Davidson cut their price objective on Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a report on Friday, February 27th. Arete Research upgraded shares of Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, Jefferies Financial Group lowered their target price on shares of Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $282.06.

Insider Activity

In related news, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction dated Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The transaction 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 Salesforce stock in a transaction dated Wednesday, January 14th. The stock was 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 in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Salesforce Stock Down 3.3%

Shares of NYSE CRM opened at $192.63 on Monday. The stock has a market capitalization of $177.80 billion, a P/E ratio of 24.66, a PEG ratio of 1.40 and a beta of 1.29. Salesforce Inc. has a one year low of $174.57 and a one year high of $296.05. The firm’s 50 day simple moving average is $210.48 and its two-hundred day simple moving average is $234.98. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76.

Salesforce (NYSE:CRM) last announced its quarterly earnings data 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. 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 period in the previous year, the business posted $2.78 EPS. The business’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, analysts expect 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. Shareholders of record on Thursday, April 9th will be paid a $0.44 dividend. This is a boost from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s payout ratio is presently 21.25%.

Salesforce News Roundup

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 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.