Salesforce Inc. $CRM Position Increased by Generali Investments CEE investicni spolecnost a.s.

Generali Investments CEE investicni spolecnost a.s. increased its holdings in Salesforce Inc. (NYSE:CRM) by 5.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,925 shares of the CRM provider’s stock after purchasing an additional 819 shares during the period. Generali Investments CEE investicni spolecnost a.s.’s holdings in Salesforce were worth $4,343,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of CRM. Nuveen LLC bought a new stake in Salesforce in the first quarter worth $2,039,196,000. Longview Partners Guernsey LTD bought a new stake in Salesforce in the first quarter worth $467,944,000. Pacer Advisors Inc. boosted its holdings in Salesforce by 1,744.0% in the first quarter. Pacer Advisors Inc. now owns 1,820,262 shares of the CRM provider’s stock worth $488,486,000 after purchasing an additional 1,721,550 shares in the last quarter. Vanguard Group Inc. boosted its holdings in Salesforce by 1.6% in the first quarter. Vanguard Group Inc. now owns 87,913,628 shares of the CRM provider’s stock worth $23,592,501,000 after purchasing an additional 1,383,942 shares in the last quarter. Finally, Diamond Hill Capital Management Inc. bought a new stake in Salesforce in the first quarter worth $345,100,000. 80.43% of the stock is currently owned by institutional investors.

Salesforce Stock Performance

NYSE CRM opened at $236.92 on Wednesday. The firm has a market cap of $225.55 billion, a price-to-earnings ratio of 34.44, a PEG ratio of 2.23 and a beta of 1.22. The company has a 50 day moving average of $248.44 and a 200-day moving average of $261.05. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 1-year low of $226.48 and a 1-year high of $369.00.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share for the quarter, beating analysts’ consensus estimates of $2.78 by $0.13. The business had revenue of $10.24 billion during the quarter, compared to analyst estimates of $10.14 billion. Salesforce had a net margin of 16.87% and a return on equity of 13.27%. Salesforce’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same quarter last year, the business posted $2.56 earnings per share. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. On average, equities analysts forecast that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 9th. Investors of record on Wednesday, September 17th will be issued a $0.416 dividend. The ex-dividend date of this dividend is Wednesday, September 17th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. Salesforce’s dividend payout ratio (DPR) is currently 24.13%.

Insider Buying and Selling

In related news, Director David Blair Kirk purchased 3,400 shares of the stock in a transaction that occurred on Tuesday, September 9th. The stock was acquired at an average price of $254.66 per share, with a total value of $865,844.00. Following the completion of the acquisition, the director directly owned 3,824 shares in the company, valued at approximately $973,819.84. This trade represents a 801.89% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction that occurred on Monday, September 29th. The shares were sold at an average price of $244.53, for a total transaction of $550,192.50. Following the completion of the sale, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at approximately $2,912,736,456.63. This represents a 0.02% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 81,000 shares of company stock valued at $20,439,405. 3.00% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

CRM has been the subject of a number of recent analyst reports. DA Davidson upgraded shares of Salesforce from an “underperform” rating to a “neutral” rating and set a $225.00 price target for the company in a report on Friday, August 15th. JMP Securities restated a “market outperform” rating and set a $430.00 price target on shares of Salesforce in a report on Tuesday, September 2nd. Wells Fargo & Company decreased their price target on shares of Salesforce from $275.00 to $265.00 and set an “equal weight” rating for the company in a report on Thursday, September 4th. Robert W. Baird reduced their target price on shares of Salesforce from $365.00 to $325.00 and set an “outperform” rating for the company in a research note on Thursday, September 4th. Finally, Stifel Nicolaus reduced their target price on shares of Salesforce from $375.00 to $325.00 and set a “buy” rating for the company in a research note on Wednesday, August 13th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $332.58.

Salesforce Profile

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.