85,152 Shares in Salesforce Inc. $CRM Bought by Dundas Partners LLP

Dundas Partners LLP bought a new position in Salesforce Inc. (NYSE:CRM) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 85,152 shares of the CRM provider’s stock, valued at approximately $20,181,000. Salesforce makes up about 1.4% of Dundas Partners LLP’s investment portfolio, making the stock its 29th largest holding.

A number of other hedge funds have also recently made changes to their positions in CRM. Norges Bank bought a new position in Salesforce in the 2nd quarter valued at approximately $2,826,049,000. Laurel Wealth Advisors LLC grew its holdings in Salesforce by 27,361.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after acquiring an additional 3,411,700 shares during the last quarter. Acadian Asset Management LLC increased its position in Salesforce by 1,729.6% in the 2nd quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock valued at $538,020,000 after acquiring an additional 1,865,297 shares during the period. Generation Investment Management LLP bought a new position in shares of Salesforce during the third quarter valued at $431,157,000. Finally, Amundi lifted its holdings in shares of Salesforce by 26.2% during the second 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 period. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Recent earnings and market reaction — Salesforce reported an earnings beat and record revenue, and the stock has rebounded from recent lows as investors appear to be looking past worst‑case AI fears. This is the main driver of improving sentiment. Salesforce: A Week After Earnings, the Market Has Spoken
• Positive Sentiment: Large buyback and cash flow strength — Analysts highlight a meaningful free cash flow beat and Salesforce’s announcement of a massive $50B buyback, which can materially support share price and EPS over time. Salesforce: AI Disruption Fears Create Mispricing
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have reiterated or raised ratings (e.g., Phillip Securities maintained a Buy with a $253 target), helping lift investor confidence. Upgrades/price‑target moves are directly supportive of the rally. Phillip Securities Maintains a Buy on Salesforce (CRM)
• Positive Sentiment: Product/AI momentum and partnerships — New AI initiatives (Agentforce) and a Formula 1 fan‑agent rollout show tangible go‑to‑market AI use cases that support long‑term monetization of AI features. Salesforce Inc. (CRM) Leverages AI to Transform Fan and Customer Engagement
• Neutral Sentiment: Analyst/industry writeups highlight momentum and valuation — Several outlets (Zacks) list Salesforce among software names positioned to benefit from a sector recovery; these articles boost visibility but provide less immediate price impact than earnings or buybacks. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Geographic expansion — Reports noting the Philippines as a fast‑growing market signal incremental revenue opportunities but are less likely to move the stock near term. Philippines fastest-growing market for Salesforce in Southeast Asia
• Negative Sentiment: Ongoing AI disruption and valuation concerns — Despite improving signals, investors remain wary that AI could compress demand or enable lower‑cost competitors; the stock still reflects a material YTD and 1‑year decline, keeping downside risk present. Is Salesforce (CRM) Pricing Reflect Its Cash Flow Outlook After Recent Share Price Weakness

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the company. TD Cowen decreased their price objective on Salesforce from $325.00 to $250.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Royal Bank Of Canada reduced their price target on Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 26th. Canaccord Genuity Group reissued a “buy” rating and issued a $300.00 price target on shares of Salesforce in a research note on Thursday, December 4th. The Goldman Sachs Group restated a “buy” rating and set a $281.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Finally, KeyCorp reduced 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. One research 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 issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $283.14.

Salesforce Stock Up 0.3%

Shares of Salesforce stock opened at $202.04 on Monday. The stock’s 50-day moving average is $217.21 and its 200 day moving average is $236.79. Salesforce Inc. has a one year low of $174.57 and a one year high of $296.05. The firm has a market cap of $186.48 billion, a price-to-earnings ratio of 25.87, a PEG ratio of 1.47 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The business had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The firm’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.78 earnings per share. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Equities research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, April 9th. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio is presently 22.54%.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction 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 completion of the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director David Blair Kirk purchased 1,936 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This represents a 22.15% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is owned by corporate insiders.

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.