Banco Bilbao Vizcaya Argentaria S.A. Sells 168,252 Shares of Salesforce Inc. $CRM

Banco Bilbao Vizcaya Argentaria S.A. trimmed its stake in shares of Salesforce Inc. (NYSE:CRM) by 40.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 250,084 shares of the CRM provider’s stock after selling 168,252 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Salesforce were worth $59,317,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of CRM. Aspire Growth Partners LLC boosted its holdings in shares of Salesforce by 1.2% during the 3rd quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock worth $795,000 after buying an additional 39 shares during the period. Abacus Planning Group Inc. boosted its holdings in shares of Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after acquiring an additional 43 shares during the period. 17 Capital Partners LLC grew its position in shares of Salesforce by 1.9% in the second quarter. 17 Capital Partners LLC now owns 2,321 shares of the CRM provider’s stock valued at $633,000 after purchasing an additional 44 shares during the last quarter. Code Waechter LLC increased its stake in shares of Salesforce by 5.3% during the third quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock worth $209,000 after purchasing an additional 44 shares during the period. Finally, Capital A Wealth Management LLC lifted its holdings in Salesforce by 40.9% during the 2nd quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock worth $41,000 after purchasing an additional 45 shares during the last quarter. 80.43% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on CRM shares. Truist Financial set a $280.00 price objective on Salesforce in a research report on Thursday, February 26th. DA Davidson lowered their price target on shares of Salesforce from $235.00 to $200.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. Citizens Jmp reissued a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a report on Tuesday, December 2nd. Canaccord Genuity Group reaffirmed a “buy” rating and set a $300.00 target price on shares of Salesforce in a report on Thursday, December 4th. Finally, Bank of America dropped their price target on shares of Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Monday, November 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus target price of $282.06.

Salesforce Price Performance

Shares of NYSE:CRM opened at $192.63 on Friday. The firm has a 50 day moving average of $210.48 and a 200-day moving average of $235.09. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $296.05. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $177.80 billion, a PE ratio of 24.66, a PEG ratio of 1.40 and a beta of 1.29.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The firm’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same quarter last year, the business posted $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, equities research analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be issued a $0.44 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is 22.54%.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce (NYSE:CRM) Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce (NYSE:CRM) Stock Price

Insider Buying and Selling at Salesforce

In other Salesforce news, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This represents a 22.15% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Salesforce Company 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.