Salesforce Inc. $CRM Shares Sold by Great Lakes Retirement Inc.

Great Lakes Retirement Inc. lessened its stake in Salesforce Inc. (NYSE:CRM) by 33.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,180 shares of the CRM provider’s stock after selling 3,616 shares during the quarter. Great Lakes Retirement Inc.’s holdings in Salesforce were worth $1,702,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Marquette Asset Management LLC acquired a new position in shares of Salesforce in the 3rd quarter worth approximately $26,000. Evolution Wealth Management Inc. bought a new stake in shares of Salesforce in the 2nd quarter valued at approximately $27,000. Spurstone Advisory Services LLC acquired a new stake in shares of Salesforce during the 2nd quarter valued at approximately $34,000. Country Trust Bank lifted its stake in 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 purchasing an additional 112 shares during the last quarter. Finally, Decker Retirement Planning Inc. lifted its stake in Salesforce by 284.6% during the second quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider’s stock worth $41,000 after purchasing an additional 111 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is using its Formula 1 partnership to showcase Agentforce (AI agents) and illustrate how large-brand marketing can accelerate adoption and commercial awareness for its AI offerings. This supports Salesforce’s narrative of shifting from seat‑based software to “digital labor” revenue potential. Salesforce Uses Formula 1 Deal To Showcase Agentforce AI Growth Potential
• Positive Sentiment: Company messaging and product launches (Agentforce for Communications, new partnerships such as Asymbl and GoDaddy integrating MuleSoft) reinforce a strategic pivot to AI agents and higher‑value workflows — a growth narrative that can support longer‑term revenue re‑rating if adoption scales. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
• Neutral Sentiment: Analyst and market commentary is revisiting CRM’s valuation after recent share weakness; pieces outline arguments both for continued undervaluation and for cautious outlooks depending on AI conversion speed and margin mix. This drives trading volatility but not a clear directional signal. A Look At Salesforce (CRM) Valuation After Recent Share Price Weakness And Undervaluation Debate
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript) reiterates strategy, product roadmap and capital‑return priorities — useful for modelers but no new guidance that materially changes near‑term estimates. Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Coverage noting CRM as a “trending” stock and other media explainers (Zacks, TheStreet) increase attention but present mixed analyst actions and viewpoints — attention can lift liquidity but also amplify sell‑side target changes. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
• Neutral Sentiment: Partner ecosystem activity: Faye’s acquisition of CRM Science (a Salesforce partner) underscores ecosystem consolidation and reseller dynamics — generally supportive of services demand but not directly material to revenue guidance. Faye Acquires CRM Science, Award Winning Salesforce Partner
• Negative Sentiment: Piper Sandler trimmed its price target to $250 (from $280) despite maintaining an Overweight rating — analyst downgrades or target cuts increase near‑term downside risk by lowering benchmarks investors use to value CRM. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
• Negative Sentiment: Coverage highlighting startups and AI tools building bespoke CRMs signals a competitive threat: AI‑native vendors could displace legacy vendors in some segments faster than expected, pressuring growth and pricing power. Meet the Companies Vibe Coding Their Own CRMs

Insider Buying and Selling

In related news, Director G Mason Morfit purchased 96,000 shares of the company’s stock in a transaction on Friday, December 5th. The shares were bought at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the transaction, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred 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 completion of the transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on CRM shares. Guggenheim reissued a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a research report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Barclays decreased their target price on Salesforce from $265.00 to $252.00 and set an “overweight” rating for the company in a research note on Thursday, February 26th. Finally, Roth Mkm dropped their price target on Salesforce from $395.00 to $325.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $283.14.

Salesforce Stock Performance

Shares of NYSE CRM opened at $193.15 on Thursday. The company has a current ratio of 0.76, a quick ratio of 0.98 and a debt-to-equity ratio of 0.18. The stock has a 50 day simple moving average of $219.76 and a 200-day simple moving average of $237.46. The company has a market cap of $178.28 billion, a PE ratio of 24.73, a P/E/G ratio of 1.43 and a beta of 1.29. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $298.08.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating 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 firm earned $2.78 EPS. The firm’s revenue was up 12.1% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, equities research analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The business also recently disclosed 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. 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 dividend yield of 0.9%. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio (DPR) is presently 21.25%.

Salesforce 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.