Cardano Risk Management B.V. Acquires 3,504,605 Shares of Salesforce Inc. $CRM

Cardano Risk Management B.V. lifted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 924.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,883,610 shares of the CRM provider’s stock after buying an additional 3,504,605 shares during the quarter. Salesforce accounts for about 1.1% of Cardano Risk Management B.V.’s investment portfolio, making the stock its 24th largest holding. Cardano Risk Management B.V.’s holdings in Salesforce were worth $1,028,807,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in CRM. Commonwealth Retirement Investments LLC bought a new stake in Salesforce in the 4th quarter worth $25,000. Board of the Pension Protection Fund bought a new stake in Salesforce in the 4th quarter worth $26,000. Key Capital Management INC bought a new stake in Salesforce in the 4th quarter worth $26,000. Gilpin Wealth Management LLC bought a new stake in Salesforce in the 4th quarter worth $26,000. Finally, Legacy Bridge LLC bought a new stake in Salesforce in the 4th quarter worth $27,000. Institutional investors own 80.43% of the company’s stock.

Insiders Place Their Bets

In related news, Director David Blair Kirk bought 2,570 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the transaction, the director owned 13,689 shares in the company, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Laura Alber bought 2,571 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The shares were bought at an average price of $194.58 per share, with a total value of $500,265.18. Following the transaction, 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. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is currently owned by corporate insiders.

Salesforce Stock Performance

Shares of NYSE CRM opened at $166.07 on Friday. The firm has a market capitalization of $136.01 billion, a price-to-earnings ratio of 19.22, a price-to-earnings-growth ratio of 1.04 and a beta of 1.16. Salesforce Inc. has a 12-month low of $161.40 and a 12-month high of $276.80. The firm has a 50 day moving average of $180.10 and a 200 day moving average of $206.89. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company’s revenue was up 13.3% on a year-over-year basis. During the same period in the prior year, the business posted $2.58 earnings per share. 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, research analysts anticipate that Salesforce Inc. will post 10.29 earnings per share for the current year.

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

Salesforce Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders 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 1.1%. The ex-dividend date is Thursday, June 11th. Salesforce’s dividend payout ratio is presently 20.37%.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on CRM shares. BMO Capital Markets cut their price target on shares of Salesforce from $225.00 to $215.00 and set an “outperform” rating on the stock in a report on Thursday, May 28th. Morgan Stanley lowered their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. Sanford C. Bernstein lowered their price target on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating for the company in a research report on Thursday, May 28th. Daiwa Securities Group decreased their target price 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. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 target price on shares of Salesforce in a report on Thursday, February 26th. 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 an average target price of $259.26.

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.