Salesforce Inc. $CRM Shares Sold by R Squared Ltd

R Squared Ltd cut its holdings in shares of Salesforce Inc. (NYSE:CRM) by 69.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,003 shares of the CRM provider’s stock after selling 4,471 shares during the period. R Squared Ltd’s holdings in Salesforce were worth $475,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Marquette Asset Management LLC purchased a new stake in Salesforce during the 3rd quarter worth approximately $26,000. Evolution Wealth Management Inc. acquired a new position in shares of Salesforce in the second quarter worth $27,000. Spurstone Advisory Services LLC acquired a new position in shares of Salesforce in the second quarter worth $34,000. Country Trust Bank increased its position in shares of Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after acquiring an additional 112 shares during the period. Finally, Decker Retirement Planning Inc. raised its stake in shares of Salesforce by 284.6% in the second quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider’s stock valued at $41,000 after acquiring an additional 111 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently commented on CRM shares. UBS Group lowered their target price on Salesforce from $260.00 to $200.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. Morgan Stanley decreased their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research note on Monday. Wells Fargo & Company lowered their price objective on Salesforce from $235.00 to $210.00 and set an “equal weight” rating for the company in a research report on Thursday. Truist Financial set a $280.00 target price on shares of Salesforce in a research note on Thursday. Finally, DA Davidson decreased their price target on shares of Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $283.06.

Salesforce Stock Performance

NYSE CRM opened at $194.47 on Friday. The company has a fifty day moving average of $223.98 and a two-hundred day moving average of $238.32. The company has a market capitalization of $182.22 billion, a PE ratio of 24.90, a P/E/G ratio of 1.36 and a beta of 1.27. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $303.07. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a return on equity of 15.28% and a net margin of 17.96%.The business’s revenue was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.78 earnings per share. 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 earnings per share for the current 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 paid a dividend of $0.44 per share. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is currently 21.25%.

Insider Buying and Selling at Salesforce

In related news, Director Neelie Kroes sold 3,893 shares of the business’s 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 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. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director G Mason Morfit acquired 96,000 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were bought at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the transaction, the director directly owned 2,994,509 shares in the company, valued at $780,309,155.22. This trade represents a 3.31% increase in their position. The disclosure for this purchase is available in the SEC filing. 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: Q4 beat on profitability and AI traction — Non‑GAAP EPS came in at $3.81 (well above consensus) and management highlighted Agentforce/AI monetization as a growth driver, supporting the view that AI is adding commercial value. Revenue In Line With Expectations
• Positive Sentiment: Big capital‑return program — Salesforce raised its dividend and authorized a $50B buyback, signaling management confidence and improving EPS leverage if executed. That buyback is a clear near‑term support for the share price. AI Bet & Buyback
• Neutral Sentiment: Long‑term targets updated — Management lifted multiyear ambitions (targeting roughly $63B revenue by FY2030) and kept FY27 EPS guidance in a tight range; this supports the long‑term bull case but leaves near‑term pacing ambiguous. FY30 Target & Guidance
• Negative Sentiment: Near‑term guidance and metrics disappointed some — cRPO and other cloud momentum measures were only in‑line, and commentary implied a mid‑year slowdown before AI‑driven reacceleration, which hurt investor confidence. Jefferies on Near‑Term Slowdown
• Negative Sentiment: Analyst cuts and mixed ratings — Several banks trimmed price targets (examples: Sanford Bernstein, TD Cowen, RBC, BMO, Barclays, DA Davidson) or issued neutral/underperform stances, increasing short‑term selling pressure as models were reset. Analyst Revisions
• Negative Sentiment: Investor skepticism over AI impact persists — Coverage highlights that some investors still worry AI could compress SaaS economics despite management’s assurances, creating continued volatility in CRM shares. 3 Reasons Earnings Failed to Impress

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.