Motley Fool Wealth Management LLC Cuts Position in Salesforce Inc. $CRM

Motley Fool Wealth Management LLC decreased its stake in Salesforce Inc. (NYSE:CRM) by 15.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 107,821 shares of the CRM provider’s stock after selling 19,624 shares during the period. Salesforce accounts for 2.2% of Motley Fool Wealth Management LLC’s portfolio, making the stock its 9th largest position. Motley Fool Wealth Management LLC’s holdings in Salesforce were worth $28,563,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in CRM. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce in the 4th quarter worth approximately $25,000. Board of the Pension Protection Fund bought a new stake in shares of Salesforce in the 4th quarter worth approximately $26,000. Key Capital Management INC bought a new stake in shares of Salesforce in the 4th quarter worth approximately $26,000. Legacy Bridge LLC bought a new stake in shares of Salesforce in the 4th quarter worth approximately $27,000. Finally, Texas Capital Bancshares Inc TX bought a new stake in shares of Salesforce in the 3rd quarter worth approximately $28,000. Institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling at Salesforce

In other news, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction dated Wednesday, March 18th. The shares were bought at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the transaction, the director owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Laura Alber purchased 2,571 shares of the stock in a transaction dated Thursday, March 19th. The shares were purchased at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, the director owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their position. The SEC filing for this purchase provides additional information. 3.50% of the stock is currently owned by company insiders.

Analyst Ratings Changes

CRM has been the topic of several recent research reports. Wedbush reissued an “outperform” rating and issued a $325.00 price target on shares of Salesforce in a report on Thursday, May 28th. Canaccord Genuity Group cut their price target on Salesforce from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Thursday, May 28th. Mizuho cut their price target on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. Citigroup restated a “market outperform” rating on shares of Salesforce in a research report on Thursday, May 28th. Finally, Daiwa Securities Group lowered their target price on Salesforce from $295.00 to $280.00 and set a “buy” rating on the stock in a research report on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and a consensus target price of $261.40.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investors highlighted that Salesforce’s latest earnings were viewed as high quality, supporting the idea that the company’s recent results were fundamentally strong. Shareholders Can Be Confident That Salesforce’s (NYSE:CRM) Earnings Are High Quality
• Positive Sentiment: Salesforce said annualized revenue for Agentforce recently surpassed $1 billion, showing traction in its AI-driven product push despite execution challenges. Salesforce lays off employees in a new round of cuts
• Positive Sentiment: Comments from the Mizuho Technology Conference likely reinforced management’s growth narrative and ongoing investor interest in Salesforce’s strategy. Salesforce, Inc. (CRM) Presents at Mizuho Technology Conference 2026 Transcript
• Neutral Sentiment: Several industry posts focused on ecosystem developments around Agentforce, identity security, and DevOps tooling, suggesting Salesforce remains central to enterprise AI workflows but without clear direct financial impact yet. Flosum Outlines Agentic DevOps Approach as Enterprises Scale Salesforce Agentforce Token Announces Leading Biometric Assured Identity Protection for Salesforce Access
• Negative Sentiment: Salesforce laid off employees in another round of cuts, which can signal cost pressure or a reset in parts of the business. Salesforce lays off employees in a new round of cuts
• Negative Sentiment: Multiple reports said AI competition pressured Salesforce in Q1 and that the stock slid despite an earnings beat and the M3ter acquisition, suggesting investors remain worried about competitive intensity and whether growth can reaccelerate. AI Competition Pressured Salesforce (CRM) in Q1 Salesforce (CRM) Stock Slides Despite M3ter Acquisition and Earnings Beat

Salesforce Stock Down 4.0%

CRM opened at $175.30 on Wednesday. Salesforce Inc. has a 12 month low of $163.52 and a 12 month high of $276.80. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a market cap of $143.57 billion, a P/E ratio of 20.29, a P/E/G ratio of 1.14 and a beta of 1.16. The stock’s 50 day moving average price is $181.17 and its 200 day moving average price is $207.98.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 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 analysts’ expectations of $11.05 billion. During the same period last year, the firm earned $2.58 EPS. The firm’s revenue 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. As a group, research analysts predict that Salesforce Inc. will post 10.3 earnings per share for the current year.

Salesforce declared that its Board of Directors has initiated a stock repurchase plan on Monday, March 16th that permits the company to buyback $25.00 billion in outstanding shares. This buyback authorization permits the CRM provider to purchase up to 14.1% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board believes its shares are undervalued.

Salesforce Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be given a dividend of $0.44 per share. The ex-dividend date is Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. Salesforce’s dividend payout ratio (DPR) is 20.37%.

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.