3,893 Shares in Salesforce Inc. $CRM Purchased by Benchmark Investment Advisors LLC

Benchmark Investment Advisors LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,893 shares of the CRM provider’s stock, valued at approximately $932,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Fernbridge Capital Management LP increased its position in shares of Salesforce by 22.4% in the third quarter. Fernbridge Capital Management LP now owns 1,759,109 shares of the CRM provider’s stock worth $416,909,000 after acquiring an additional 322,249 shares in the last quarter. Glenmede Investment Management LP lifted its position in shares of Salesforce by 3.3% in the 3rd quarter. Glenmede Investment Management LP now owns 247,807 shares of the CRM provider’s stock valued at $58,730,000 after acquiring an additional 7,802 shares in the last quarter. Boston Partners lifted its position in shares of Salesforce by 2.1% in the 3rd quarter. Boston Partners now owns 37,489 shares of the CRM provider’s stock valued at $8,885,000 after acquiring an additional 755 shares in the last quarter. Banco BTG Pactual S.A. boosted its stake in Salesforce by 386.1% in the 3rd quarter. Banco BTG Pactual S.A. now owns 6,917 shares of the CRM provider’s stock worth $1,639,000 after purchasing an additional 5,494 shares during the period. Finally, WealthCollab LLC grew its position in Salesforce by 9.8% during the 3rd quarter. WealthCollab LLC now owns 2,611 shares of the CRM provider’s stock worth $619,000 after purchasing an additional 234 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

CRM has been the topic of several recent analyst reports. Northland Securities cut their target price on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research note on Tuesday. Bank of America lowered their price target on Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a report on Monday, November 17th. Macquarie Infrastructure upped their price target on Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Guggenheim restated a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. Finally, Sanford C. Bernstein lowered their target price on Salesforce from $223.00 to $194.00 and set an “underperform” rating on the stock in a research note 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 given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $282.06.

Salesforce Price Performance

NYSE CRM opened at $192.63 on Friday. The stock has a 50-day simple moving average of $210.48 and a 200 day simple moving average of $235.15. Salesforce Inc. has a twelve month low of $174.57 and a twelve month high of $296.05. The stock has a market capitalization of $177.80 billion, a PE ratio of 24.66, a P/E/G ratio of 1.45 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share 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 15.38%. The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the prior year, the firm earned $2.78 EPS. The business’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. Research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current 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 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 a positive change from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is presently 21.25%.

Insiders Place Their Bets

In other news, Director Neelie Kroes sold 3,893 shares of the business’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 sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David Blair Kirk acquired 1,936 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce (NYSE:CRM) Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

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.