Junto Capital Management LP Purchases 10,774 Shares of Salesforce Inc. $CRM

Junto Capital Management LP lifted its holdings in Salesforce Inc. (NYSE:CRM) by 4.7% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 241,614 shares of the CRM provider’s stock after buying an additional 10,774 shares during the period. Junto Capital Management LP’s holdings in Salesforce were worth $57,263,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Marquette Asset Management LLC bought a new stake in Salesforce during the third quarter worth $26,000. Evolution Wealth Management Inc. bought a new position in Salesforce in the 2nd quarter valued at $27,000. Texas Capital Bancshares Inc TX purchased a new stake in shares of Salesforce during the 3rd quarter valued at $28,000. Country Trust Bank raised its stake in shares of Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares during the period. Finally, Capital A Wealth Management LLC raised its stake in shares of 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 period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Key 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

Insiders Place Their Bets

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

Analyst Ratings Changes

Several equities analysts recently weighed in on CRM shares. Morgan Stanley reduced 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. BTIG Research lowered their price objective on shares of Salesforce from $260.00 to $255.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Wedbush reiterated an “outperform” rating and issued a $375.00 target price on shares of Salesforce in a research note on Tuesday, February 24th. Truist Financial set a $280.00 price target on shares of Salesforce in a research note on Thursday, February 26th. Finally, Mizuho lowered their price target on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. One equities research 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’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $282.06.

Salesforce Price Performance

NYSE CRM opened at $192.63 on Monday. The company has a market cap of $177.80 billion, a PE ratio of 24.66, a price-to-earnings-growth ratio of 1.40 and a beta of 1.29. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $296.05. 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 firm’s 50-day simple moving average is $210.48 and its two-hundred day simple moving average is $234.98.

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

Salesforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be paid a $0.44 dividend. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is presently 21.25%.

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.