Andra AP fonden Sells 103,000 Shares of Salesforce Inc. $CRM

Andra AP fonden cut its position in shares of Salesforce Inc. (NYSE:CRM) by 59.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 71,145 shares of the CRM provider’s stock after selling 103,000 shares during the period. Andra AP fonden’s holdings in Salesforce were worth $16,861,000 at the end of the most recent quarter.

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

Insiders Place Their Bets

In related news, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David Blair Kirk purchased 1,936 shares of Salesforce stock in a transaction that occurred 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 transaction, the director owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 3.00% of the company’s stock.

Key Stories Impacting Salesforce

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

Analyst Ratings Changes

Several brokerages recently issued reports on CRM. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. Wells Fargo & Company lowered their price objective on Salesforce from $235.00 to $210.00 and set an “equal weight” rating for the company in a research report on Thursday. BMO Capital Markets reduced their target price on Salesforce from $235.00 to $225.00 and set an “outperform” rating on the stock in a report on Thursday. Northland Securities increased their target price on shares of Salesforce from $264.00 to $267.00 and gave the company a “market perform” rating in a research report on Thursday, December 4th. Finally, Morgan Stanley dropped their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $283.06.

Salesforce Price Performance

Shares of NYSE:CRM opened at $194.47 on Friday. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market cap of $182.22 billion, a PE ratio of 24.90, a price-to-earnings-growth ratio of 1.36 and a beta of 1.27. The stock’s fifty day simple moving average is $223.98 and its two-hundred day simple moving average is $238.32. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $303.07.

Salesforce (NYSE:CRM) last posted its 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. Salesforce had a net margin of 17.96% and a return on equity of 15.28%. The firm had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same quarter in the prior year, the business posted $2.78 EPS. The business’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. As a group, analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be issued 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 is 21.25%.

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.