Capitolis Liquid Global Markets LLC Sells 30,110 Shares of Salesforce Inc. $CRM

Capitolis Liquid Global Markets LLC trimmed its position in shares of Salesforce Inc. (NYSE:CRM) by 3.3% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 896,298 shares of the CRM provider’s stock after selling 30,110 shares during the quarter. Salesforce makes up 1.7% of Capitolis Liquid Global Markets LLC’s holdings, making the stock its 14th largest holding. Capitolis Liquid Global Markets LLC’s holdings in Salesforce were worth $212,423,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Clark Capital Management Group Inc. grew its holdings in shares of Salesforce by 14.0% in the third quarter. Clark Capital Management Group Inc. now owns 18,406 shares of the CRM provider’s stock worth $4,362,000 after acquiring an additional 2,264 shares during the period. Community Bank N.A. lifted its holdings in Salesforce by 45.2% in the third quarter. Community Bank N.A. now owns 9,329 shares of the CRM provider’s stock valued at $2,211,000 after acquiring an additional 2,905 shares during the period. Ausdal Financial Partners Inc. lifted its holdings in Salesforce by 50.0% in the third quarter. Ausdal Financial Partners Inc. now owns 6,180 shares of the CRM provider’s stock valued at $1,465,000 after acquiring an additional 2,059 shares during the period. California Public Employees Retirement System boosted its position in Salesforce by 26.5% in the third quarter. California Public Employees Retirement System now owns 2,502,236 shares of the CRM provider’s stock worth $593,030,000 after purchasing an additional 524,345 shares during the last quarter. Finally, Cantor Fitzgerald L. P. grew its stake in shares of Salesforce by 349.2% during the 3rd quarter. Cantor Fitzgerald L. P. now owns 24,565 shares of the CRM provider’s stock valued at $5,822,000 after purchasing an additional 19,096 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have recently weighed in on CRM. Northland Securities lowered their price objective on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research note on Tuesday, March 10th. Roth Mkm reduced their price objective on Salesforce from $395.00 to $325.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a research report on Thursday, February 26th. Morgan Stanley lowered their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. Finally, Canaccord Genuity Group reiterated a “buy” rating and set a $300.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $282.06.

Salesforce News Summary

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

Salesforce Price Performance

Shares of Salesforce stock opened at $192.63 on Friday. The company has a market capitalization of $177.80 billion, a price-to-earnings ratio of 24.66, a PEG ratio of 1.40 and a beta of 1.29. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The stock’s 50-day simple moving average is $210.48 and its 200-day simple moving average is $235.09. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $296.05.

Salesforce (NYSE:CRM) last released its 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 firm had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The firm’s revenue was up 12.1% on a year-over-year basis. During the same quarter last year, the business posted $2.78 earnings per share. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

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

Insider Activity at Salesforce

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

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.