Salesforce Inc. $CRM Shares Sold by Cary Street Partners Financial LLC

Cary Street Partners Financial LLC trimmed its position in Salesforce Inc. (NYSE:CRM) by 44.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,417 shares of the CRM provider’s stock after selling 19,410 shares during the quarter. Cary Street Partners Financial LLC’s holdings in Salesforce were worth $5,787,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of CRM. Vanguard Group Inc. boosted its holdings in shares of Salesforce by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock valued at $21,228,624,000 after acquiring an additional 748,772 shares during the last quarter. State Street Corp lifted its position in Salesforce by 1.6% during the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after purchasing an additional 776,300 shares during the period. Geode Capital Management LLC lifted its position in Salesforce by 0.6% during the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after purchasing an additional 114,504 shares during the period. Norges Bank purchased a new stake in Salesforce in the second quarter valued at $2,826,049,000. Finally, Amundi grew its position in Salesforce by 26.2% during the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after purchasing an additional 1,612,413 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Adjusted Q4 earnings topped expectations — Salesforce reported an adjusted EPS beat and revenue roughly in line with consensus, showing continued margin progress and revenue growth year-over-year. Q4 results & transcript
• Positive Sentiment: Management raised forward profit targets: Q1 FY2027 EPS guidance of $3.110–$3.130 and FY2027 EPS guidance of $13.110–$13.190 both materially exceed Street consensus — a clear positive signal for future EPS trajectory (company guidance released 2/25/2026).
• Positive Sentiment: Large shareholder-friendly action — Salesforce committed to a sizable buyback program (reported as ~$50 billion), which supports EPS and provides a backstop for the stock. Buyback coverage
• Neutral Sentiment: Revenue guidance mixed but broadly in-line: Q1 revenue guidance of $11.0–$11.1B is at/just above consensus, while FY revenue guidance ($45.8–$46.2B) centers near the Street forecast — supports stable top-line growth though not a clear upside catalyst. Revenue outlook
• Neutral Sentiment: Operating cash flow strength — cash from operations jumped year-over-year (helping liquidity), even as cash balances and liabilities shifted; useful context for buybacks and capital allocation decisions. Cash flow and balance-sheet details
• Negative Sentiment: After-hours weakness and investor caution — despite the EPS beat, shares slid after hours as participants focused on revenue nuances and the company’s “stable” top‑line growth outlook; some analysts trimmed targets or downgraded, putting downward pressure on the stock. After-hours reaction
• Negative Sentiment: AI disruption narrative and sentiment risk — ongoing market anxiety that generative AI could displace parts of the enterprise software stack continues to weigh on valuation multiples for Salesforce and peers, contributing to volatility. AI concerns coverage
• Negative Sentiment: Insider/analyst dynamics — large insider share sales reported and mixed analyst moves (some price-target cuts despite buy ratings from others) add short-term selling pressure and uncertainty about near-term sentiment. Insider & analyst activity

Salesforce Price Performance

Salesforce stock opened at $192.19 on Thursday. The stock has a market capitalization of $180.08 billion, a P/E ratio of 25.66, a P/E/G ratio of 1.26 and a beta of 1.27. The company’s fifty day moving average price is $226.45 and its 200 day moving average price is $238.86. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.98 and a current ratio of 0.98. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $313.70.

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 analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The company had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same period in the prior 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 anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be issued a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is presently 22.16%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on CRM shares. Citigroup decreased their price objective on Salesforce from $257.00 to $197.00 and set a “neutral” rating for the company in a report on Wednesday, February 18th. Piper Sandler decreased their price target on Salesforce from $315.00 to $280.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Deutsche Bank Aktiengesellschaft upped their price objective on Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. The Goldman Sachs Group assumed coverage on shares of Salesforce in a report on Monday, January 12th. They set a “buy” rating and a $330.00 target price for the company. Finally, Wolfe Research reissued an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and an average price target of $301.56.

Insider Transactions at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred on Wednesday, January 14th. The stock was 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 represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director G Mason Morfit purchased 96,000 shares of the stock in a transaction dated Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the purchase, the director directly owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

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.