MUFG Securities EMEA plc Acquires 183,730 Shares of Salesforce Inc. $CRM

MUFG Securities EMEA plc grew its holdings in Salesforce Inc. (NYSE:CRM) by 320.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 241,028 shares of the CRM provider’s stock after acquiring an additional 183,730 shares during the quarter. Salesforce accounts for about 0.7% of MUFG Securities EMEA plc’s investment portfolio, making the stock its 25th largest holding. MUFG Securities EMEA plc’s holdings in Salesforce were worth $63,851,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Brighton Jones LLC boosted its position in shares of Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after buying an additional 3,102 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC boosted its position in shares of Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after buying an additional 184 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after buying an additional 106 shares during the period. Finally, United Bank boosted its position in shares of Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after buying an additional 500 shares during the period. 80.43% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. JPMorgan Chase & Co. reduced their price objective on Salesforce from $365.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday, February 26th. BTIG Research reaffirmed a “buy” rating and set a $255.00 price objective on shares of Salesforce in a research report on Tuesday, May 26th. DA Davidson reduced their price objective on Salesforce from $200.00 to $175.00 and set a “neutral” rating for the company in a research report on Thursday. Mizuho reduced their price objective on Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a research report on Thursday, February 26th. Finally, TD Cowen reduced their price objective on Salesforce from $250.00 to $240.00 and set a “buy” rating for the company in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $257.97.

Salesforce Stock Performance

Shares of NYSE CRM opened at $191.00 on Friday. The stock has a 50 day moving average price of $180.77 and a 200 day moving average price of $210.58. Salesforce Inc. has a 52 week low of $163.52 and a 52 week high of $276.80. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.76 and a current ratio of 0.79. The stock has a market capitalization of $156.28 billion, a PE ratio of 22.11, a price-to-earnings-growth ratio of 1.33 and a beta of 1.14.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. During the same period in the prior year, the firm posted $2.58 earnings per share. The business’s quarterly revenue was up 13.3% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Analysts predict that Salesforce Inc. will post 9.72 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

Salesforce declared that its Board of Directors has authorized a share buyback 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 buy up to 14.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In other Salesforce news, Director David Blair Kirk acquired 2,570 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was bought at an average cost 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Laura Alber acquired 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was acquired at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the transaction, the director owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 3.50% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce beat fiscal Q1 expectations, with revenue rising 13% year over year to $11.13 billion and EPS of $3.88 topping estimates, reinforcing that demand remains healthy. CRM Q1 Earnings Top Estimates, Revenues Rise Y/Y on ARR Milestone
• Positive Sentiment: The company said Agentforce annual recurring revenue crossed $1 billion and lifted FY2027 revenue guidance, suggesting its AI products are starting to contribute meaningfully to growth. Salesforce raises FY 2027 revenue guide to $45.9B-$46.2B while launching $25B accelerated share repurchase
• Positive Sentiment: Salesforce announced a $25 billion accelerated share repurchase program and highlighted $6.6 billion in free cash flow, signaling strong cash generation and shareholder returns. Salesforce Announces Quarterly Dividend
• Positive Sentiment: New customer and partner headlines, including CVS Health expanding use of Salesforce’s Agentforce Health, support the view that the company’s AI platform is gaining traction. CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforce’s Agentforce Health
• Neutral Sentiment: Several analysts remained constructive, but many trimmed price targets after the report, reflecting a more cautious stance on near-term upside. Salesforce Q1 Results ‘Uninspiring’: ‘Nothing To Dispel The AI Threat Narrative’
• Negative Sentiment: Investors were disappointed by Q2 revenue guidance, which came in slightly below expectations, keeping the stock under pressure despite the earnings beat. CRM Stock Dips After-Hours As Q2 Revenue Outlook Marginally Misses Expectations
• Negative Sentiment: Bearish commentary continues to focus on the risk that AI agents could eventually disrupt Salesforce’s core revenue model, which is weighing on sentiment. Analyst warns Salesforce has an AI problem

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.