Ameriprise Financial Inc. Cuts Position in Salesforce Inc. $CRM

Ameriprise Financial Inc. lowered its holdings in Salesforce Inc. (NYSE:CRM) by 2.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,883,240 shares of the CRM provider’s stock after selling 126,713 shares during the quarter. Ameriprise Financial Inc. owned 0.51% of Salesforce worth $1,157,226,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in CRM. Vanguard Group Inc. increased 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 purchasing an additional 748,772 shares in the last quarter. State Street Corp boosted its holdings in Salesforce by 1.6% during the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after buying an additional 776,300 shares in the last quarter. Capital International Investors boosted its holdings in Salesforce by 9.4% during the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock worth $4,753,519,000 after buying an additional 1,729,440 shares in the last quarter. Capital World Investors grew its position in Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock worth $4,106,255,000 after buying an additional 10,636,161 shares during the period. Finally, Norges Bank acquired a new position in Salesforce during the second quarter worth about $2,826,049,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Salesforce

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 Trading Down 3.3%

Shares of CRM stock opened at $192.63 on Friday. The firm has a 50-day moving average price of $210.48 and a 200 day moving average price of $235.09. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $296.05. The company has a market capitalization of $177.80 billion, a price-to-earnings ratio of 24.66, a PEG ratio of 1.40 and a beta of 1.29. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM) last released its quarterly earnings results 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. The company had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The firm’s revenue for the quarter was up 12.1% compared to the same quarter last year. During the same period last year, the company earned $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Research analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be given a dividend of $0.44 per share. 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. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio (DPR) is 22.54%.

Insider Buying and Selling

In other Salesforce news, Director David Blair Kirk purchased 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, with a total value of $500,727.04. Following the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This trade represents a 22.15% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on CRM shares. Robert W. Baird reduced their price target on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. Truist Financial set a $280.00 price target on Salesforce in a report on Thursday, February 26th. Wedbush reaffirmed an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Tuesday, February 24th. Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 target price on shares of Salesforce in a research report on Thursday, December 4th. Finally, Royal Bank Of Canada lowered their target price on Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $282.06.

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.