FORA Capital LLC Has $7.52 Million Position in Salesforce Inc. $CRM

FORA Capital LLC lessened its holdings in Salesforce Inc. (NYSE:CRM) by 22.3% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 31,728 shares of the CRM provider’s stock after selling 9,100 shares during the quarter. Salesforce makes up 1.3% of FORA Capital LLC’s holdings, making the stock its 8th largest holding. FORA Capital LLC’s holdings in Salesforce were worth $7,520,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of CRM. Marquette Asset Management LLC purchased a new stake in shares of Salesforce during the third quarter valued at $26,000. Evolution Wealth Management Inc. purchased a new position in Salesforce in the 2nd quarter worth about $27,000. Country Trust Bank lifted its holdings in Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares in the last quarter. Capital A Wealth Management LLC lifted its holdings in Salesforce by 40.9% during the 2nd quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock valued at $41,000 after buying an additional 45 shares in the last quarter. Finally, Kilter Group LLC purchased a new stake in Salesforce in the 2nd quarter valued at about $42,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Key Headlines Impacting Salesforce

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 Stock Performance

Shares of Salesforce stock opened at $192.63 on Friday. The company 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 50-day simple moving average of $210.48 and a two-hundred day simple moving average of $235.15. Salesforce Inc. has a one year low of $174.57 and a one year high of $296.05. 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 released 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 business had revenue of $11.20 billion for the quarter, compared to analysts’ expectations of $11.18 billion. During the same period last year, the business earned $2.78 EPS. The company’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. Research analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be paid a $0.44 dividend. 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. The ex-dividend date is Thursday, April 9th. Salesforce’s payout ratio is 21.25%.

Insider Buying and Selling at Salesforce

In other news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of the stock in a transaction dated Wednesday, December 17th. The stock was acquired at an average cost of $258.64 per share, with a total value of $500,727.04. Following the transaction, the director directly owned 10,677 shares in the company, valued at approximately $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on CRM shares. Mizuho reduced their target price on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. Piper Sandler reiterated an “overweight” rating and issued a $250.00 price target (down from $280.00) on shares of Salesforce in a report on Thursday, February 26th. Wall Street Zen raised Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. UBS Group reduced their price objective on Salesforce from $260.00 to $200.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and an average target price of $282.06.

About Salesforce

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.