Salesforce Inc. $CRM Shares Sold by 111 Capital

111 Capital lowered its stake in Salesforce Inc. (NYSE:CRM) by 69.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,959 shares of the CRM provider’s stock after selling 13,822 shares during the quarter. 111 Capital’s holdings in Salesforce were worth $1,412,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC lifted its position in Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after purchasing an additional 3,102 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares in the last quarter. Bison Wealth LLC raised its stake in shares of Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after buying an additional 106 shares during the period. Finally, United Bank boosted its stake in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after buying an additional 500 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Key Salesforce News

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 Stock Down 2.5%

CRM stock opened at $194.47 on Monday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.98. The firm has a market capitalization of $182.22 billion, a P/E ratio of 24.90, a P/E/G ratio of 1.42 and a beta of 1.29. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $303.07. The company’s 50 day simple moving average is $223.98 and its 200-day simple moving average is $238.38.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The firm had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same quarter last year, the business posted $2.78 EPS. The company’s 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, equities research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Investors 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 represents a $1.76 annualized dividend and a yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is currently 21.25%.

Insiders Place Their Bets

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of Salesforce 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 transaction, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the completion of the sale, the insider directly owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on CRM shares. Arete Research upgraded shares of Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. Mizuho lowered their price objective on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research note on Thursday. KeyCorp dropped their target price on shares of Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a report on Tuesday, February 24th. Jefferies Financial Group cut their target price on shares of Salesforce from $375.00 to $250.00 and set a “buy” rating for the company in a research note on Monday, February 23rd. Finally, Wolfe Research restated an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $283.06.

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.