Salesforce Inc. $CRM Stock Holdings Reduced by Baker Chad R

Baker Chad R lessened its holdings in Salesforce Inc. (NYSE:CRM) by 93.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,505 shares of the CRM provider’s stock after selling 23,270 shares during the period. Baker Chad R’s holdings in Salesforce were worth $400,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of CRM. Aspire Growth Partners LLC grew its holdings in Salesforce by 1.2% in the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after buying an additional 39 shares during the last quarter. Abacus Planning Group Inc. lifted its holdings in shares of Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after buying an additional 43 shares during the last quarter. Byrne Asset Management LLC boosted its position in shares of Salesforce by 1.0% in the fourth quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock valued at $1,147,000 after acquiring an additional 43 shares during the period. Code Waechter LLC grew its stake in shares of Salesforce by 5.3% in the third quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock worth $209,000 after acquiring an additional 44 shares during the last quarter. Finally, Capital A Wealth Management LLC grew its stake in shares of Salesforce by 40.9% in the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock worth $41,000 after acquiring an additional 45 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Salesforce

In other news, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The shares were bought at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the purchase, the director owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated 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 sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: U.S. Department of Labor selected Salesforce’s Agentforce to power a new AI contact-center agent (DOLA), a large public-sector reference that validates Agentforce at scale and should help ARR and credibility. U.S. Department of Labor Taps Agentforce to Enhance Citizen Support
• Positive Sentiment: The Veterans Health Administration deployed a Salesforce-powered agentic operating system across 150+ VA centers, representing a major healthcare win and meaningful scale for Agentforce adoption. VHA Deploys Salesforce-Powered Agentic Operating System
• Positive Sentiment: Adecco Group is rolling out Agentforce globally for recruitment workflows, a commercial customer deployment that demonstrates enterprise demand and cross-industry scalability for Salesforce’s AI offerings. Adecco’s Agentforce Rollout Puts Salesforce’s AI Story To The Test
• Positive Sentiment: Analyst commentary highlights a $50B buyback program (including a $25B accelerated repurchase) that should materially cut share count (>10%) and lift EPS, making the stock more attractive on a sub-15x FY27 EPS multiple. Salesforce: Billions Of Reasons To Own
• Positive Sentiment: Coverage noting margin gains from cost cuts and AI-driven revenue improvement — management’s efficiency moves are boosting profitability, though analysts flag future investment needs. Salesforce’s Cost Cuts Boost Margins: Will Expansion Continue Further?
• Neutral Sentiment: Salesforce adjusted executive compensation (skipping raises for director-level and above while increasing stock/bonus pools) and made <1,000 role reductions; shows cost discipline but also signaling continued focus on productivity. Salesforce Resets Executive Pay And Leadership As Shares Trade Below Targets
• Neutral Sentiment: Minor corporate items: equity awards tied to the Apromore acquisition and institutional portfolio moves (e.g., ARK trimming) — not material to fundamentals but worth monitoring for insider/ownership trends. Salesforce Grants Equity Awards to Apromore Under Its Inducement Equity Incentive Plan
• Negative Sentiment: AI-competition and safety fears persist: an earlier selloff followed news that Anthropic’s Claude can control computers, stoking concerns about agent capabilities, regulation and competitive threats that can pressure multiples. Why Salesforce (CRM) Shares Are Getting Obliterated Today
• Negative Sentiment: Coverage noting short-term AI worries and cautious investor positioning has caused periodic volatility despite durable enterprise demand. Salesforce (CRM) Declined on AI Concerns but Remains a Mission-Critical Enterprise Platform

Salesforce Stock Performance

NYSE:CRM opened at $185.56 on Friday. The firm has a market capitalization of $171.27 billion, a PE ratio of 23.76, a price-to-earnings-growth ratio of 1.32 and a beta of 1.29. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $296.05. The firm has a 50-day moving average price of $199.36 and a 200 day moving average price of $231.38.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share 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 company had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. During the same period in the prior year, the company posted $2.78 EPS. The company’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. Research analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce declared that its board has initiated a share repurchase plan on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Salesforce Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders 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 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio is currently 21.25%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 target price on shares of Salesforce in a research note on Thursday, December 4th. JPMorgan Chase & Co. dropped their price objective on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating on the stock in a report on Thursday, February 26th. Roth Mkm cut their price objective on shares of Salesforce from $395.00 to $325.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Citizens Jmp reiterated a “market outperform” rating and issued a $430.00 target price on shares of Salesforce in a research note on Tuesday, December 2nd. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a research report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus 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.