Capital International Investors Buys 2,669,891 Shares of Salesforce Inc. $CRM

Capital International Investors boosted its stake in Salesforce Inc. (NYSE:CRM) by 13.3% in the fourth quarter, HoldingsChannel reports. The firm owned 22,721,010 shares of the CRM provider’s stock after acquiring an additional 2,669,891 shares during the period. Salesforce accounts for about 0.9% of Capital International Investors’ holdings, making the stock its 26th biggest position. Capital International Investors’ holdings in Salesforce were worth $6,019,199,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in CRM. Brighton Jones LLC increased its holdings in Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after acquiring an additional 205 shares in the last quarter. Bison Wealth LLC increased its holdings in shares of Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank increased its holdings in shares of Salesforce by 5.2% in the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after acquiring an additional 500 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Insider Activity at Salesforce

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

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a landmark partnership with FIFA for the 2026 World Cup and 2027 Women’s World Cup, which could showcase its AI-driven Agentforce 360 platform to a massive global audience and potentially drive future enterprise demand. Article Title
• Positive Sentiment: KeyCorp kept an Overweight rating and a $290 price target on Salesforce, while modeling earnings above consensus for FY2027, signaling continued analyst confidence in the company’s profit growth. Article Title
• Positive Sentiment: Recent commentary highlights Salesforce’s strong momentum, helped by its AI strategy, Agentforce rollout, recurring revenue base, and expanding free cash flow, which may keep long-term investors interested. Article Title
• Neutral Sentiment: Salesforce’s presentation at the Evercore Global TMT Conference and valuation-focused coverage suggest investors are still reassessing how much of the AI and Agentforce optimism is already priced in. Article Title
• Negative Sentiment: Bridgewater Associates reportedly sold Salesforce, which can pressure sentiment in the near term, although the article argues that institutional selling may create a better entry point for patient investors. Article Title

Salesforce Stock Performance

CRM opened at $185.85 on Friday. Salesforce Inc. has a 12-month low of $163.52 and a 12-month high of $276.80. The stock has a market cap of $152.21 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 1.17 and a beta of 1.16. The business has a 50 day moving average of $181.31 and a 200-day moving average of $208.90. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping the consensus estimate of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same period last year, the firm posted $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, equities research analysts expect that Salesforce Inc. will post 10.3 earnings per share for the current year.

Salesforce declared that its Board of Directors has initiated a stock buyback 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 buy up to 14.1% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Salesforce Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a 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%.

Analyst Ratings Changes

Several equities research analysts have issued reports on CRM shares. Oppenheimer lowered their price target on Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. BTIG Research restated a “buy” rating and issued a $255.00 price target on shares of Salesforce in a report on Tuesday, May 26th. Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a report on Saturday. The Goldman Sachs Group restated a “buy” rating and issued a $281.00 price target on shares of Salesforce in a report on Thursday, February 26th. Finally, Stifel Nicolaus lowered their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $257.97.

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.