GFS Advisors LLC Has $389,000 Position in Salesforce Inc. $CRM

GFS Advisors LLC lessened its stake in shares of Salesforce Inc. (NYSE:CRM) by 78.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,467 shares of the CRM provider’s stock after selling 5,351 shares during the quarter. GFS Advisors LLC’s holdings in Salesforce were worth $389,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Byrne Asset Management LLC boosted its holdings in shares of Salesforce by 1.0% during the fourth quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock worth $1,147,000 after acquiring an additional 43 shares during the period. Mathes Company Inc. increased its stake in shares of Salesforce by 0.4% during the third quarter. Mathes Company Inc. now owns 12,558 shares of the CRM provider’s stock worth $2,976,000 after purchasing an additional 45 shares during the period. Fred Alger Management LLC lifted its holdings in Salesforce by 0.3% during the 3rd quarter. Fred Alger Management LLC now owns 14,943 shares of the CRM provider’s stock worth $3,548,000 after purchasing an additional 45 shares during the last quarter. Beacon Capital Management LLC boosted its stake in Salesforce by 3.5% in the 3rd quarter. Beacon Capital Management LLC now owns 1,372 shares of the CRM provider’s stock valued at $325,000 after purchasing an additional 46 shares during the period. Finally, Fulcrum Asset Management LLP grew its holdings in Salesforce by 1.7% in the 3rd quarter. Fulcrum Asset Management LLP now owns 2,774 shares of the CRM provider’s stock valued at $657,000 after buying an additional 46 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

Salesforce Stock Performance

Shares of Salesforce stock opened at $175.30 on Wednesday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The company has a market cap of $143.57 billion, a PE ratio of 20.29, a price-to-earnings-growth ratio of 1.14 and a beta of 1.16. The company has a 50 day moving average of $181.17 and a 200-day moving average of $207.98. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $276.80.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion for the quarter, compared to analysts’ expectations of $11.05 billion. During the same period last year, the firm posted $2.58 earnings per share. The firm’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. As a group, equities research analysts forecast that Salesforce Inc. will post 10.3 earnings per share for the current fiscal year.

Salesforce announced that its board has authorized a stock buyback plan on Monday, March 16th that permits the company to buyback $25.00 billion in outstanding shares. This buyback authorization permits the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its stock is undervalued.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be paid a $0.44 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 1.0%. Salesforce’s dividend payout ratio (DPR) is 20.37%.

Insider Transactions at Salesforce

In related news, Director David Blair Kirk purchased 2,570 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were bought at an average cost of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director owned 13,689 shares of the company’s stock, valued at $2,664,153.18. This trade represents a 23.11% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Laura Alber acquired 2,571 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was bought at an average cost of $194.58 per share, with a total value of $500,265.18. Following the purchase, the director owned 9,530 shares in the company, valued at $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 3.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Wall Street Zen raised shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Saturday. Daiwa Securities Group cut their price objective on shares of Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a report on Tuesday, June 2nd. Sanford C. Bernstein lowered their target price on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating on the stock in a report on Thursday, May 28th. Canaccord Genuity Group reduced their price target on Salesforce from $250.00 to $225.00 and set a “buy” rating on the stock in a research report on Thursday, May 28th. Finally, Citizens Jmp restated a “market outperform” rating and set a $315.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $261.40.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investors highlighted that Salesforce’s latest earnings were viewed as high quality, supporting the idea that the company’s recent results were fundamentally strong. Shareholders Can Be Confident That Salesforce’s (NYSE:CRM) Earnings Are High Quality
• Positive Sentiment: Salesforce said annualized revenue for Agentforce recently surpassed $1 billion, showing traction in its AI-driven product push despite execution challenges. Salesforce lays off employees in a new round of cuts
• Positive Sentiment: Comments from the Mizuho Technology Conference likely reinforced management’s growth narrative and ongoing investor interest in Salesforce’s strategy. Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
• Neutral Sentiment: Several industry posts focused on ecosystem developments around Agentforce, identity security, and DevOps tooling, suggesting Salesforce remains central to enterprise AI workflows but without clear direct financial impact yet. Flosum Outlines Agentic DevOps Approach as Enterprises Scale Salesforce Agentforce Token Announces Leading Biometric Assured Identity Protection for Salesforce Access
• Negative Sentiment: Salesforce laid off employees in another round of cuts, which can signal cost pressure or a reset in parts of the business. Salesforce lays off employees in a new round of cuts
• Negative Sentiment: Multiple reports said AI competition pressured Salesforce in Q1 and that the stock slid despite an earnings beat and the M3ter acquisition, suggesting investors remain worried about competitive intensity and whether growth can reaccelerate. AI Competition Pressured Salesforce (CRM) in Q1 Salesforce (CRM) Stock Slides Despite M3ter Acquisition and Earnings Beat

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.