652,007 Salesforce Inc. $CRM Shares Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. raised its holdings in shares of Salesforce Inc. (NYSE:CRM) by 126.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,166,078 shares of the CRM provider’s stock after purchasing an additional 652,007 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Salesforce were worth $267,697,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Thor Investment Management Inc. OH ADV boosted its position in shares of Salesforce by 0.7% in the 3rd quarter. Thor Investment Management Inc. OH ADV now owns 6,422 shares of the CRM provider’s stock worth $1,474,000 after purchasing an additional 45 shares in the last quarter. Crumly & Associates Inc. grew its stake in Salesforce by 1.5% during the 3rd quarter. Crumly & Associates Inc. now owns 3,396 shares of the CRM provider’s stock worth $780,000 after buying an additional 50 shares during the last quarter. HBW Advisory Services LLC grew its stake in Salesforce by 0.4% during the 1st quarter. HBW Advisory Services LLC now owns 13,098 shares of the CRM provider’s stock worth $2,445,000 after buying an additional 57 shares during the last quarter. Paragon Capital Management Inc. increased its position in Salesforce by 1.0% during the 3rd quarter. Paragon Capital Management Inc. now owns 5,714 shares of the CRM provider’s stock valued at $1,312,000 after buying an additional 57 shares in the last quarter. Finally, Onyx Bridge Wealth Group LLC increased its position in Salesforce by 3.6% during the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 1,632 shares of the CRM provider’s stock valued at $375,000 after buying an additional 57 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Activity

In other news, Director David Blair Kirk bought 4,176 shares of the company’s stock in a transaction that occurred on Friday, September 18th. The shares were purchased at an average price of $239.33 per share, for a total transaction of $999,442.08. Following the completion of the transaction, the director directly owned 18,748 shares in the company, valued at approximately $4,486,958.84. This represents a 28.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Craig Conway sold 4,500 shares of the company’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $260.61, for a total value of $1,172,745.00. Following the completion of the sale, the director owned 5,437 shares in the company, valued at approximately $1,416,936.57. This represents a 45.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.50% of the company’s stock.

Salesforce Price Performance

NYSE CRM opened at $242.77 on Wednesday. The company has a market cap of $199.80 billion, a price-to-earnings ratio of 22.13, a PEG ratio of 1.10 and a beta of 1.26. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84. The stock’s fifty day moving average price is $233.29 and its 200 day moving average price is $195.68. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $269.11.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 EPS for the quarter, topping analysts’ consensus estimates of $3.27 by $2.63. Salesforce had a return on equity of 24.90% and a net margin of 21.99%. The company had revenue of $11.35 billion during the quarter, compared to analysts’ expectations of $11.33 billion. During the same quarter in the previous year, the firm posted $2.91 EPS. The firm’s revenue was up 10.8% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, equities research analysts forecast that Salesforce Inc. will post 12.82 earnings per share for the current year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Thursday, September 17th were issued a $0.44 dividend. The ex-dividend date of this dividend was Thursday, September 17th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.7%. Salesforce’s dividend payout ratio is currently 16.04%.

Analyst Ratings Changes

A number of equities research analysts have commented on CRM shares. Wolfe Research upgraded Salesforce from a “hold” rating to a “strong-buy” rating in a research note on Thursday, August 27th. UBS Group restated a “buy” rating on shares of Salesforce in a research note on Friday, September 11th. JPMorgan Chase & Co. boosted their price target on Salesforce from $250.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, August 27th. Wells Fargo & Company lowered shares of Salesforce from a “buy” rating to a “strong sell” rating in a research report on Monday, October 12th. Finally, Phillip Securities cut shares of Salesforce from a “buy” rating to a “hold” rating and lowered their target price for the stock from $253.00 to $166.00 in a research note on Monday, June 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $278.40.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce agreed to acquire customer-engagement software provider Braze (NASDAQ: BRZE) for approximately $5.66 billion, paying $47.50 in cash per Braze Class A share—a premium of roughly 58%. Braze’s real-time marketing and customer-engagement tools could strengthen Salesforce’s AI-powered CRM and marketing offerings. Salesforce Signs Definitive Agreement to Acquire Braze
• Positive Sentiment: The transaction could help Salesforce expand its data and AI monetization strategy by combining Braze’s behavior-based engagement platform with Salesforce’s customer data, automation and agent technology. Rival Klaviyo’s advance suggests investors see broader strategic value for the customer-engagement software sector. Salesforce Buying Customer Engagement Firm Braze
• Positive Sentiment: Salesforce’s longer-term outlook remains supported by its AI-agent ambitions and enterprise data assets, including Informatica. One bullish analysis argues the shares could deliver substantial gains by 2030 if AI adoption accelerates and the company converts its installed base into recurring revenue. I Ran the Numbers on Salesforce: Here’s Where I Think It Could Be in 2030
• Neutral Sentiment: The Braze deal is a strategic bet rather than an immediate earnings catalyst. Investors will look for details on funding, closing conditions, integration, revenue synergies and whether the acquisition improves Salesforce’s growth rate.
• Negative Sentiment: The cash purchase price and sizable premium raised concerns about capital allocation and whether Salesforce is overpaying in an increasingly competitive marketing-software market. Those concerns caused CRM shares to retreat initially despite the potential AI benefits. Salesforce Announces $5.66 Billion Deal for Braze

About Salesforce

Salesforce, Inc (NYSE: CRM) is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company’s products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.