Salesforce Inc. $CRM Shares Acquired by Generali Investments CEE investicni spolecnost a.s.

Generali Investments CEE investicni spolecnost a.s. boosted its stake in Salesforce Inc. (NYSE:CRM) by 20.6% in the 4th quarter, Holdings Channel reports. The firm owned 18,739 shares of the CRM provider’s stock after buying an additional 3,207 shares during the quarter. Generali Investments CEE investicni spolecnost a.s.’s holdings in Salesforce were worth $4,964,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Marquette Asset Management LLC purchased a new stake in shares of Salesforce in the third quarter worth about $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Salesforce in the fourth quarter valued at about $26,000. Evolution Wealth Management Inc. purchased a new stake in shares of Salesforce during the 2nd quarter valued at about $27,000. Texas Capital Bancshares Inc TX acquired a new position in Salesforce during the 3rd quarter worth approximately $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in Salesforce during the 3rd quarter worth approximately $39,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Salesforce

In other Salesforce news, Director David Blair Kirk acquired 2,570 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was acquired at an average price of $194.62 per share, with a total value of $500,173.40. Following the transaction, the director directly owned 13,689 shares in the company, valued at approximately $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction on Thursday, March 19th. The stock was acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, 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 ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Salesforce Price Performance

Shares of NYSE CRM opened at $179.14 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 company has a market capitalization of $165.35 billion, a price-to-earnings ratio of 22.94, a price-to-earnings-growth ratio of 1.35 and a beta of 1.29. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $296.05. The business has a 50 day simple moving average of $198.40 and a 200-day simple moving average of $230.87.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The firm had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. During the same period last year, the business posted $2.78 earnings per share. The firm’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. As a group, equities research analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce declared that its Board of Directors has approved a share buyback program on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to repurchase 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.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a $0.44 dividend. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. Salesforce’s dividend payout ratio (DPR) is presently 21.25%.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Major federal win — Salesforce’s Agentforce autonomous AI agents are being rolled out in the U.S. Department of Labor’s National Contact Center, a large public‑sector deployment that validates scale and recurring revenue potential for AI offerings. Salesforce AI Agents Enter US Labor Department As Valuation Lags Targets
• Positive Sentiment: Healthcare scale use case — The Veterans Health Administration deployed a Salesforce‑powered agentic operating system to automate workflows and save frontline staff hours, reinforcing enterprise traction for Agentforce in large, mission‑critical customers. VHA Deploys Salesforce-Powered Agentic Operating System, Saving Thousands of Staff Hours for Front-Line Veteran Care
• Positive Sentiment: Large buyback thesis — Analysts and commentators highlight Salesforce’s aggressive capital return (including a $25B accelerated share repurchase within a $50B program) as a key catalyst to lift EPS and support the share price as buybacks meaningfully reduce float. Salesforce: Billions Of Reasons To Own
• Neutral Sentiment: Cost and leadership moves — Salesforce is reshaping executive pay, cutting fewer than 1,000 jobs and appointing new leaders; these moves can lift margins but also signal ongoing restructuring risk. Salesforce Resets Executive Pay And Leadership As Shares Trade Below Targets
• Neutral Sentiment: Small analyst tweak — Erste Group nudged FY27 EPS estimates slightly higher, a data point that offers modest support but doesn’t alter consensus materially. (research note)
• Negative Sentiment: Analyst/target pressure — Some outlets report notable price‑target cuts (example: a ~10.8% downward revision reported) that weigh on near‑term sentiment and downside expectations. Salesforce (CRM) price target decreased by 10.84% to 278.01
• Negative Sentiment: Sector sell‑off — Commentary that software stocks have entered a bear market and coverage noting CRM is down since its last earnings report are pressuring the stock; broad sector flows can outweigh company‑specific positives in the short term. Software Stocks Have Entered a Bear Market. Is This the End of the AI Trade, or Just the Beginning? Salesforce (CRM) Down 6.9% Since Last Earnings Report: Can It Rebound?

Analyst Upgrades and Downgrades

Several brokerages have issued reports on CRM. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $281.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a research report on Thursday, February 26th. Oppenheimer decreased their target price on shares of Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Barclays dropped their price target 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. Finally, Arete Research raised shares of Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $280.21.

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.