Allianz SE Has $11.82 Million Stock Holdings in Salesforce Inc. $CRM

Allianz SE lowered its position in Salesforce Inc. (NYSE:CRM) by 6.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 49,851 shares of the CRM provider’s stock after selling 3,704 shares during the quarter. Allianz SE’s holdings in Salesforce were worth $11,815,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. Sumitomo Mitsui Financial Group Inc. bought a new stake in Salesforce during the 3rd quarter worth approximately $79,000. Whalerock Point Partners LLC lifted its holdings in shares of Salesforce by 1.3% during the third quarter. Whalerock Point Partners LLC now owns 19,060 shares of the CRM provider’s stock worth $4,517,000 after purchasing an additional 250 shares during the period. Banco Santander S.A. lifted its holdings in shares of Salesforce by 3.3% during the third quarter. Banco Santander S.A. now owns 227,153 shares of the CRM provider’s stock worth $53,835,000 after purchasing an additional 7,323 shares during the period. Artisan Partners Limited Partnership grew its stake in shares of Salesforce by 5.7% in the third quarter. Artisan Partners Limited Partnership now owns 588,587 shares of the CRM provider’s stock worth $139,495,000 after purchasing an additional 31,686 shares during the last quarter. Finally, Diversify Wealth Management LLC increased its holdings in Salesforce by 4.1% in the third quarter. Diversify Wealth Management LLC now owns 30,741 shares of the CRM provider’s stock valued at $8,034,000 after purchasing an additional 1,217 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce Price Performance

Shares of NYSE:CRM opened at $194.47 on Friday. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $303.07. The stock’s 50 day moving average is $223.98 and its 200-day moving average is $238.32. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The firm has a market capitalization of $182.22 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 1.36 and a beta of 1.27.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.28%. The business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same quarter in the previous year, the business posted $2.78 EPS. Salesforce’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. Sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The business also recently declared 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. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is presently 21.25%.

Analyst Upgrades and Downgrades

Several brokerages have commented on CRM. Truist Financial set a $280.00 target price on Salesforce in a report on Thursday. DA Davidson lowered their price objective on Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research report on Friday. Piper Sandler reaffirmed an “overweight” rating and issued a $250.00 price objective (down from $280.00) on shares of Salesforce in a research note on Thursday. JPMorgan Chase & Co. decreased their target price on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday. Finally, BMO Capital Markets dropped their price target on shares of Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $283.06.

Insider Buying and Selling

In related news, Director David Blair Kirk bought 1,936 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the acquisition, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director G Mason Morfit purchased 96,000 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were bought at an average price of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This represents a 3.31% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.00% of the company’s stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 beat on profitability and AI traction — Non‑GAAP EPS came in at $3.81 (well above consensus) and management highlighted Agentforce/AI monetization as a growth driver, supporting the view that AI is adding commercial value. Revenue In Line With Expectations
• Positive Sentiment: Big capital‑return program — Salesforce raised its dividend and authorized a $50B buyback, signaling management confidence and improving EPS leverage if executed. That buyback is a clear near‑term support for the share price. AI Bet & Buyback
• Neutral Sentiment: Long‑term targets updated — Management lifted multiyear ambitions (targeting roughly $63B revenue by FY2030) and kept FY27 EPS guidance in a tight range; this supports the long‑term bull case but leaves near‑term pacing ambiguous. FY30 Target & Guidance
• Negative Sentiment: Near‑term guidance and metrics disappointed some — cRPO and other cloud momentum measures were only in‑line, and commentary implied a mid‑year slowdown before AI‑driven reacceleration, which hurt investor confidence. Jefferies on Near‑Term Slowdown
• Negative Sentiment: Analyst cuts and mixed ratings — Several banks trimmed price targets (examples: Sanford Bernstein, TD Cowen, RBC, BMO, Barclays, DA Davidson) or issued neutral/underperform stances, increasing short‑term selling pressure as models were reset. Analyst Revisions
• Negative Sentiment: Investor skepticism over AI impact persists — Coverage highlights that some investors still worry AI could compress SaaS economics despite management’s assurances, creating continued volatility in CRM shares. 3 Reasons Earnings Failed to Impress

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.