Salesforce Inc. $CRM Shares Bought by Czech National Bank

Czech National Bank grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 3.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 251,028 shares of the CRM provider’s stock after purchasing an additional 8,224 shares during the period. Czech National Bank’s holdings in Salesforce were worth $66,500,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in CRM. Vanguard Group Inc. grew its holdings in shares of Salesforce by 0.8% in the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock valued at $21,228,624,000 after purchasing an additional 748,772 shares in the last quarter. State Street Corp grew its stake in shares of Salesforce by 0.3% in the third quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock worth $11,732,966,000 after acquiring an additional 159,739 shares in the last quarter. Capital International Investors raised its stake in shares of Salesforce by 9.4% in the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock valued at $4,753,519,000 after acquiring an additional 1,729,440 shares in the last quarter. Capital World Investors boosted its holdings in Salesforce by 159.0% in the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after purchasing an additional 10,636,161 shares during the period. Finally, Norges Bank acquired a new position in Salesforce during the 2nd quarter worth $2,826,049,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: A large customer rollout: Adecco is deploying Salesforce’s Agentforce 360 and Agentforce Voice across global recruiting operations, a commercial validation of Salesforce’s AI products that supports future ARR growth and upsell potential. Adecco’s Agentforce Rollout Puts Salesforce’s AI Story To The Test
• Positive Sentiment: Product expansion: Salesforce has integrated Agentforce for Small Business into its Suites, broadening the go-to-market footprint for its AI agent products and creating more cross-sell opportunities to smaller customers. Agentforce for Small Business is Now Built Into Salesforce Suites
• Positive Sentiment: Share-buyback support: Reports say Salesforce expanded buybacks after recent share weakness, a shareholder-friendly move that can support EPS and signal management confidence. These 3 Beaten-Down Stocks Just Announced Massive Share Buybacks
• Neutral Sentiment: Acquisition integration: Salesforce granted equity awards to Apromore hires under its inducement plan — routine for M&A hires and neutral for near-term cash flow but useful for integration. Salesforce Grants Equity Awards to Apromore Under Its Inducement Equity Incentive Plan
• Neutral Sentiment: Compensation changes: An internal memo says Salesforce will skip base raises for director-level and above but increase stock/bonus pools for top performers — a cost-managing move that prioritizes variable pay and may help margins but could affect morale. Salesforce isn’t giving raises to director-level and above employees this year, internal memo shows
• Negative Sentiment: AI competition fear: Shares fell after Anthropic unveiled Claude’s ability to control computers (imitate keystrokes/mouse), reviving investor concerns that more capable AI assistants could erode incumbent software moats. Why Salesforce (CRM) Shares Are Getting Obliterated Today
• Negative Sentiment: Revenue miss headlines: Coverage highlighted Salesforce’s first revenue shortfall in years, which amplified the selloff and raised near-term growth concerns despite previous quarterly beats and FY guidance. Salesforce (CRM) Tumbles 6% Following First Revenue Shortfall in Nearly Two Decades
• Negative Sentiment: Sector-wide AI jitters: Broader software selloff (including ServiceNow) on renewed AI disruption fears pressured CRM shares as investors reprice risk across enterprise software. Salesforce and Other Software Stocks Are Plummeting as AI Jitters Return

Insider Buying and Selling

In other news, Director David Blair Kirk purchased 2,570 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were bought at an average price of $194.62 per share, with a total value of $500,173.40. Following the completion of the transaction, the director directly owned 13,689 shares in the company, valued at approximately $2,664,153.18. This represents a 23.11% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Laura Alber acquired 2,571 shares of Salesforce stock in a transaction on Thursday, March 19th. The stock was purchased at an average price of $194.58 per share, with a total value of $500,265.18. Following the purchase, the director owned 9,530 shares of the company’s stock, valued at $1,854,347.40. The trade was a 36.94% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by company insiders.

Salesforce Price Performance

Shares of NYSE:CRM opened at $181.69 on Thursday. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $296.05. The firm has a market capitalization of $167.70 billion, a P/E ratio of 23.26, a P/E/G ratio of 1.33 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. The company’s fifty day moving average price is $200.32 and its 200 day moving average price is $231.70.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The company 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 firm 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, sell-side analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce declared that its board has approved a share repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board believes its stock is undervalued.

Salesforce Increases Dividend

The company 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 dividend of $0.44 per share. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is 21.25%.

Analyst Upgrades and Downgrades

CRM has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft increased their price target on Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Jefferies Financial Group reduced their price objective on shares of Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a report on Monday, February 23rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Finally, Robert W. Baird cut 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. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $280.21.

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.