Compagnie Lombard Odier SCmA Sells 32,840 Shares of Salesforce Inc. $CRM

Compagnie Lombard Odier SCmA cut its position in shares of Salesforce Inc. (NYSE:CRM) by 18.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 147,338 shares of the CRM provider’s stock after selling 32,840 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Salesforce were worth $39,031,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Rockland Trust Co. grew its stake in shares of Salesforce by 1,145.6% in the 3rd quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock valued at $3,097,000 after purchasing an additional 12,017 shares during the period. Alps Advisors Inc. increased its holdings in shares of Salesforce by 98.3% during the third quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock worth $5,085,000 after buying an additional 10,633 shares in the last quarter. Midwest Trust Co increased its holdings in shares of Salesforce by 2.3% during the third quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock worth $44,336,000 after buying an additional 4,233 shares in the last quarter. Jones Financial Companies Lllp raised its stake in shares of Salesforce by 15.1% in the third quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock valued at $113,420,000 after acquiring an additional 61,270 shares during the last quarter. Finally, AGF Management Ltd. raised its stake in shares of Salesforce by 42.2% in the third quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock valued at $66,610,000 after acquiring an additional 83,403 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company fundamentals and guidance remain supportive: Salesforce recently reported stronger-than-expected quarterly EPS and raised FY‑2027 guidance, underpinning confidence in cash generation and margins. Earnings & guidance
• Positive Sentiment: Accelerated $25B buyback: Analysts expect Salesforce to materially ramp repurchases in FY‑2027; a large, accelerated buyback reduces share count and supports EPS, a clear bullish catalyst. Salesforce asserts growth and cash trajectory with accelerated $25B buyback
• Positive Sentiment: AI product traction: Agentforce showing 169% ARR growth and strong deal flow, while Slack/Slackbot received a major AI feature boost — both support recurring revenue expansion and cross‑sell into Sales/Service clouds. These product wins help justify higher forward multiples. Agentforce AI growth Slack adds 30 AI features
• Positive Sentiment: Bullish analyst and price-target moves: BTIG reaffirmed a Buy and set a $255 target, giving upside from current levels and supporting investor sentiment. BTIG buy rating $255 PT
• Neutral Sentiment: Insiders/whale activity: Ray Dalio’s Bridgewater disclosed a minor reduction in its long-standing CRM stake; the move appears modest and more portfolio rebalancing than a conviction change. Dalio reduces holding
• Neutral Sentiment: Industry integrations: A compliance‑focused messaging partner launched a native integration for Marketing Cloud (helps adoption in regulated verticals but is incremental). Compliance messaging integration
• Negative Sentiment: Bear activity and sector skepticism: A noted short seller highlighted an “AI paradox” trade against Salesforce and other software names, and broader software sell‑offs this year keep downside risk if AI expectations disappoint. These narratives can pressure the stock despite company-level positives. Short seller activity Sector sell-off context

Analysts Set New Price Targets

A number of research firms recently commented on CRM. BMO Capital Markets decreased their price target on Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. Royal Bank Of Canada reduced their price objective on Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research note on Thursday, February 26th. KeyCorp decreased their target price on Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a report on Tuesday, February 24th. Wells Fargo & Company lowered their target price on Salesforce from $235.00 to $210.00 and set an “equal weight” rating for the company in a research note on Thursday, February 26th. Finally, Arete Research raised Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $280.21.

Insiders Place Their Bets

In related news, 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 value of $929,259.10. Following the sale, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Laura Alber acquired 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The shares were purchased at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the purchase, the director directly owned 9,530 shares in the company, valued at $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Salesforce Price Performance

CRM opened at $186.29 on Thursday. The company has a fifty day moving average price of $196.19 and a two-hundred day moving average price of $229.51. The firm has a market capitalization of $171.94 billion, a PE ratio of 23.85, a P/E/G ratio of 1.36 and a beta of 1.29. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $296.05. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $11.18 billion. During the same quarter in the prior year, the business posted $2.78 EPS. The firm’s quarterly revenue 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, analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be paid a $0.44 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a yield of 0.9%. Salesforce’s payout ratio is currently 21.25%.

Salesforce announced that its board has authorized a stock buyback program on Monday, March 16th that permits the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

About Salesforce

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.