Salesforce Inc. $CRM Shares Acquired by ARK Investment Management LLC

ARK Investment Management LLC increased its holdings in Salesforce Inc. (NYSE:CRM) by 7.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 76,013 shares of the CRM provider’s stock after buying an additional 4,987 shares during the period. ARK Investment Management LLC’s holdings in Salesforce were worth $18,015,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of Salesforce by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock worth $21,228,624,000 after purchasing an additional 748,772 shares during the last quarter. State Street Corp increased its position in Salesforce by 1.6% during the second quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock worth $13,452,998,000 after buying an additional 776,300 shares in the last quarter. Geode Capital Management LLC raised its stake in Salesforce by 0.6% in the 2nd quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock valued at $5,669,224,000 after purchasing an additional 114,504 shares during the last quarter. Norges Bank purchased a new position in Salesforce in the 2nd quarter valued at about $2,826,049,000. Finally, Amundi boosted its stake in shares of Salesforce by 26.2% during the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock worth $2,087,545,000 after purchasing an additional 1,612,413 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Stock Down 1.5%

Shares of Salesforce stock opened at $193.15 on Thursday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.98. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $298.08. The business has a 50-day moving average of $219.76 and a 200-day moving average of $237.46. The company has a market capitalization of $178.28 billion, a PE ratio of 24.73, a P/E/G ratio of 1.43 and a beta of 1.29.

Salesforce (NYSE:CRM) last issued 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 return on equity of 15.38% and a net margin of 17.96%.The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same quarter in the prior year, the business posted $2.78 earnings per share. Salesforce’s revenue for the quarter 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 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. Investors of record on Thursday, April 9th will be issued a $0.44 dividend. This is a boost 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 of this dividend is Thursday, April 9th. Salesforce’s dividend payout ratio is currently 21.25%.

Wall Street Analysts Forecast Growth

CRM has been the topic of several analyst reports. Macquarie Infrastructure raised their price objective on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Robert W. Baird reduced their target price on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. 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 note on Thursday, February 26th. Weiss Ratings reissued a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. Finally, Needham & Company LLC restated a “buy” rating and issued a $400.00 price target on shares of Salesforce in a report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and an average target price of $283.14.

Insider Buying and Selling at Salesforce

In other news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction dated Wednesday, January 14th. The shares were 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 approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director G Mason Morfit acquired 96,000 shares of the stock in a transaction that occurred on Friday, December 5th. The stock was purchased at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the acquisition, the director owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. The trade was a 3.31% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by insiders.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is using its Formula 1 partnership to showcase Agentforce (AI agents) and illustrate how large-brand marketing can accelerate adoption and commercial awareness for its AI offerings. This supports Salesforce’s narrative of shifting from seat‑based software to “digital labor” revenue potential. Salesforce Uses Formula 1 Deal To Showcase Agentforce AI Growth Potential
• Positive Sentiment: Company messaging and product launches (Agentforce for Communications, new partnerships such as Asymbl and GoDaddy integrating MuleSoft) reinforce a strategic pivot to AI agents and higher‑value workflows — a growth narrative that can support longer‑term revenue re‑rating if adoption scales. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
• Neutral Sentiment: Analyst and market commentary is revisiting CRM’s valuation after recent share weakness; pieces outline arguments both for continued undervaluation and for cautious outlooks depending on AI conversion speed and margin mix. This drives trading volatility but not a clear directional signal. A Look At Salesforce (CRM) Valuation After Recent Share Price Weakness And Undervaluation Debate
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript) reiterates strategy, product roadmap and capital‑return priorities — useful for modelers but no new guidance that materially changes near‑term estimates. Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Coverage noting CRM as a “trending” stock and other media explainers (Zacks, TheStreet) increase attention but present mixed analyst actions and viewpoints — attention can lift liquidity but also amplify sell‑side target changes. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
• Neutral Sentiment: Partner ecosystem activity: Faye’s acquisition of CRM Science (a Salesforce partner) underscores ecosystem consolidation and reseller dynamics — generally supportive of services demand but not directly material to revenue guidance. Faye Acquires CRM Science, Award Winning Salesforce Partner
• Negative Sentiment: Piper Sandler trimmed its price target to $250 (from $280) despite maintaining an Overweight rating — analyst downgrades or target cuts increase near‑term downside risk by lowering benchmarks investors use to value CRM. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
• Negative Sentiment: Coverage highlighting startups and AI tools building bespoke CRMs signals a competitive threat: AI‑native vendors could displace legacy vendors in some segments faster than expected, pressuring growth and pricing power. Meet the Companies Vibe Coding Their Own CRMs

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.