Achmea Investment Management B.V. Buys 3,419 Shares of Salesforce Inc. $CRM

Achmea Investment Management B.V. lifted its stake in shares of Salesforce Inc. (NYSE:CRM) by 2.3% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 151,673 shares of the CRM provider’s stock after buying an additional 3,419 shares during the quarter. Achmea Investment Management B.V.’s holdings in Salesforce were worth $35,947,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Rockland Trust Co. grew its holdings in shares of Salesforce by 1,145.6% during the 3rd quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock worth $3,097,000 after purchasing an additional 12,017 shares in the last quarter. Alps Advisors Inc. raised its stake in Salesforce by 98.3% in the third quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock valued at $5,085,000 after purchasing an additional 10,633 shares in the last quarter. Midwest Trust Co lifted its position in Salesforce by 2.3% during the third quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock worth $44,336,000 after purchasing an additional 4,233 shares during the period. Jones Financial Companies Lllp grew its stake in Salesforce by 15.1% during the third quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock worth $113,420,000 after buying an additional 61,270 shares in the last quarter. Finally, AGF Management Ltd. grew its stake in Salesforce by 42.2% during the third quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock worth $66,610,000 after buying an additional 83,403 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Transactions at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction on 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 directly 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 Securities & Exchange Commission, which is available through the SEC website. 3.00% of the stock is owned by corporate insiders.

Salesforce Stock Down 1.5%

Salesforce stock opened at $195.34 on Wednesday. The firm has a market capitalization of $180.30 billion, a price-to-earnings ratio of 25.01, a price-to-earnings-growth ratio of 1.44 and a beta of 1.29. The firm’s fifty day moving average price is $207.96 and its two-hundred day moving average price is $234.16. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $296.05. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping the consensus estimate of $3.05 by $0.76. The company had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. 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 firm 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. On average, equities research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce declared that its board has authorized a stock repurchase program on Monday, March 16th that permits the company to buyback $25.00 billion in outstanding shares. This buyback authorization permits the CRM provider to purchase up to 14.1% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.

Salesforce Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be paid a dividend of $0.44 per share. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. This represents a $1.76 annualized dividend and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is 21.25%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce has launched a record $25 billion accelerated share repurchase (ASR), with initial delivery of roughly 103 million shares, which should boost EPS and signal management confidence. Salesforce Commences Largest-Ever $25 Billion Accelerated Share Repurchase
• Positive Sentiment: Salesforce announced a major AI partnership with NVIDIA to embed AI agents into workflows — a strategic move that could deepen product differentiation and drive enterprise demand for AI-enabled CRM. Salesforce Teams with NVIDIA to Bring AI Agents into the Flow of Work
• Positive Sentiment: Some analysts and brokers are endorsing the capital-allocation move: Truist reiterated a Buy and other analyst notes highlight management conviction in growth and EPS accretion from buybacks. Analyst support can underpin sentiment and price targets. Salesforce (CRM) Gets Buy Rating on Capital Allocation Strategy
• Neutral Sentiment: Market commentary and strategy pieces are parsing the company’s “doubling down” on AI and buybacks; these provide context but don’t change fundamentals immediately. Salesforce: Doubling Down In A Time Of Uncertainty
• Neutral Sentiment: Analyst roundups and investor interest pieces are elevating attention on CRM; heightened searches and AP coverage can increase short-term trading volume but are information, not a catalyst per se. Analysts Offer Insights on Technology Companies: Salesforce (CRM)
• Negative Sentiment: Salesforce funded the ASR largely with a multi-tranche debt package (senior notes maturing 2028–2066 and a new $6B term loan), significantly increasing leverage and interest exposure — a structural risk if growth/ cash generation slows or rates rise. The Bull Case For Salesforce (CRM) Could Change Following Debt-Funded $25 Billion Buyback And Refinancing Transaction
• Negative Sentiment: Some coverage warns the large, debt-funded buyback could change the bull case by concentrating risk in the capital structure — investors are re-pricing that trade-off today. Salesforce (CRM) Stock Climbs on Historic $25B Share Repurchase Launch

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on CRM shares. Mizuho dropped their target price on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a research report on Thursday, February 26th. The Goldman Sachs Group reissued a “buy” rating and issued a $281.00 price objective on shares of Salesforce in a research note on Thursday, February 26th. DA Davidson lowered their price objective on shares of Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research report on Friday, February 27th. TD Cowen cut their target price on Salesforce from $325.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $280.21.

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.