Cibc World Market Inc. Has $47.36 Million Stake in Salesforce Inc. $CRM

Cibc World Market Inc. grew its position in Salesforce Inc. (NYSE:CRM) by 31.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 178,764 shares of the CRM provider’s stock after purchasing an additional 42,767 shares during the period. Cibc World Market Inc.’s holdings in Salesforce were worth $47,356,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Intellectus Partners LLC boosted its holdings in Salesforce by 6.6% during the fourth quarter. Intellectus Partners LLC now owns 1,300 shares of the CRM provider’s stock worth $345,000 after purchasing an additional 80 shares during the last quarter. Sivia Capital Partners LLC increased its stake in Salesforce by 51.3% in the 4th quarter. Sivia Capital Partners LLC now owns 3,793 shares of the CRM provider’s stock valued at $1,005,000 after buying an additional 1,286 shares during the last quarter. Greenspring Advisors LLC acquired a new stake in Salesforce in the 4th quarter valued at $519,000. Archvest Wealth Advisors Inc. lifted its position in Salesforce by 282.7% during the 4th quarter. Archvest Wealth Advisors Inc. now owns 3,414 shares of the CRM provider’s stock worth $904,000 after buying an additional 2,522 shares in the last quarter. Finally, Transatlantique Private Wealth LLC boosted its stake in shares of Salesforce by 16.4% during the 4th quarter. Transatlantique Private Wealth LLC now owns 4,281 shares of the CRM provider’s stock worth $1,134,000 after buying an additional 603 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. JPMorgan Chase & Co. decreased their price objective on Salesforce from $365.00 to $320.00 and set an “overweight” rating for the company in a report on Thursday, February 26th. Stifel Nicolaus reduced their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Truist Financial set a $280.00 price target on Salesforce in a research note on Thursday, February 26th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Salesforce in a research report on Tuesday, May 26th. Finally, Weiss Ratings cut Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, May 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, eight have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $257.97.

Salesforce Trading Down 0.8%

Salesforce stock opened at $189.05 on Friday. The stock has a 50-day simple moving average of $181.22 and a 200 day simple moving average of $209.06. The stock has a market capitalization of $154.84 billion, a P/E ratio of 21.88, a PEG ratio of 1.23 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a 52 week low of $163.52 and a 52 week high of $276.80.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. During the same quarter in the prior year, the company earned $2.58 earnings per share. The business’s revenue for the quarter was up 13.3% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Analysts expect that Salesforce Inc. will post 9.89 earnings per share for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.

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

Insiders Place Their Bets

In related news, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the purchase, the director owned 9,530 shares in the company, valued at $1,854,347.40. This represents a 36.94% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David Blair Kirk purchased 2,570 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was 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 $2,664,153.18. The trade was a 23.11% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 3.50% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investor sentiment is being lifted by Salesforce’s expanding AI push, especially the momentum around Agentforce and the company’s investment in Anthropic, which could strengthen its long-term growth narrative. Assessing Salesforce (NYSE:CRM) Valuation After AI Agentforce Momentum And Anthropic Investment
• Positive Sentiment: Multiple articles highlight Agentforce ARR surpassing $1 billion and growing rapidly, reinforcing the view that Salesforce’s AI products are already contributing meaningful traction and may support future revenue growth. Salesforce’s Agentforce ARR Tops $1B: Can It Fuel More Growth for CRM?
• Positive Sentiment: Analyst-style commentary also frames Salesforce as a strong momentum and value stock, suggesting the market may still be revising its view upward after the company’s recent operating updates and conference commentary. Here’s Why Salesforce (CRM) is a Strong Momentum Stock
• Neutral Sentiment: Salesforce’s presentations at the Evercore and Bank of America technology conferences likely helped keep the company in focus, but the transcripts themselves do not appear to introduce a major new catalyst. Salesforce, Inc. (CRM) Presents at 2026 Evercore Global TMT Conference Transcript
• Neutral Sentiment: Several valuation-focused articles suggest the stock is being re-rated after recent volatility, with investors weighing strong AI momentum against an already improved share price. Is There Now an Opportunity in Salesforce (CRM) After Recent Share Price Volatility
• Neutral Sentiment: Third-party product news, such as Flosum’s backup and archive update for Salesforce customers, is supportive of the ecosystem but unlikely to move CRM shares materially on its own. Flosum Updates Backup & Archive Solution for Salesforce with Legal Hold, Flexible Retention, and Faster Recovery
• Negative Sentiment: Some recent commentary notes that Salesforce still faces questions around valuation and execution after a sharp run-up, so any disappointment in bookings or AI monetization could pressure the shares. Salesforce: Catch-Up Rally Will Continue; Bookings Rebound Expected In H2

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.