Salesforce Inc. $CRM Position Trimmed by Reynders McVeigh Capital Management LLC

Reynders McVeigh Capital Management LLC lessened its holdings in shares of Salesforce Inc. (NYSE:CRM) by 19.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 98,991 shares of the CRM provider’s stock after selling 23,824 shares during the quarter. Salesforce makes up 1.2% of Reynders McVeigh Capital Management LLC’s investment portfolio, making the stock its 25th largest holding. Reynders McVeigh Capital Management LLC’s holdings in Salesforce were worth $26,224,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in Salesforce by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock valued at $23,800,353,000 after acquiring an additional 270,913 shares in the last quarter. State Street Corp lifted its holdings in shares of Salesforce by 0.3% during the 3rd quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock valued at $11,732,966,000 after buying an additional 159,739 shares during the last quarter. Capital International Investors grew its stake in shares of Salesforce by 9.4% in the 3rd quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock valued at $4,753,519,000 after buying an additional 1,729,440 shares in the last quarter. Capital World Investors grew its stake in shares of Salesforce by 159.0% in the 3rd quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after buying an additional 10,636,161 shares in the last quarter. Finally, Invesco Ltd. grew its stake in shares of Salesforce by 11.8% in the 3rd quarter. Invesco Ltd. now owns 7,155,512 shares of the CRM provider’s stock valued at $1,695,856,000 after buying an additional 754,116 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Activity at Salesforce

In related news, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The stock was purchased at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The stock was bought at an average price of $194.62 per share, with a total value of $500,173.40. Following the completion of the acquisition, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. The trade was a 23.11% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by insiders.

Analyst Ratings Changes

CRM has been the subject of several recent research reports. Piper Sandler lowered their price target on Salesforce from $250.00 to $215.00 and set an “overweight” rating for the company in a research note on Tuesday, April 14th. BTIG Research reissued a “buy” rating and issued a $255.00 price target on shares of Salesforce in a research note on Friday, April 17th. Sanford C. Bernstein lowered their price target on Salesforce from $223.00 to $194.00 and set an “underperform” rating for the company in a research note on Thursday, February 26th. BMO Capital Markets lowered their price target on Salesforce from $235.00 to $225.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Finally, Jefferies Financial Group lowered their price target on Salesforce from $375.00 to $250.00 and set a “buy” rating for the company in a research note on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $279.18.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched Agentforce Operations to fix agent workflow failures — Salesforce unveiled Agentforce Operations to orchestrate and harden the workflows that break enterprise AI agents, addressing a core scalability and reliability issue for customers. This product move directly targets enterprise demand for reliable AI automation and can improve retention and upsell. Salesforce launches Agentforce Operations to fix the workflows breaking enterprise AI
• Positive Sentiment: Big AI hiring push and deeper ecosystem bets — Salesforce announced a program to recruit 1,000 new graduates into AI roles and is expanding partner bets (notably a deeper Google Cloud tie-up and an early Anthropic investment). Those moves bolster execution capacity and give Salesforce access to third‑party models/compute, supporting its positioning as an AI-first workflow platform. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Positive Sentiment: Crowdsourcing AI roadmap with customers — Salesforce is inviting customers into its AI roadmap process, which can accelerate product-market fit, shorten feedback loops, and lower execution risk for new AI features. That helps protect long‑term revenue trajectories as the company embeds AI into core CRM workflows. Salesforce is crowdsourcing its AI roadmap — with customers
• Positive Sentiment: AI being embedded across CRM workflows (industry validation) — Coverage noting Salesforce and Microsoft pushing AI deeper into CRM workflows signals broad market adoption and competitive validation of Salesforce’s strategy. That supports recurring revenue growth if customers adopt agentized workflows at scale. Salesforce and Microsoft push AI deeper into CRM workflows
• Neutral Sentiment: Wall‑street/sector context — Morgan Stanley remains bullish on select SaaS names amid the broader software pullback; this helps sector sentiment but is not an immediate company‑specific catalyst. Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
• Neutral Sentiment: Antitrust/legal action around Slack vs Microsoft — Salesforce’s Slack unit has sued Microsoft in London alleging anticompetitive behavior; legal outcomes are uncertain and timing is long‑dated, so immediate revenue impact is unclear. Salesforce (CRM) Stock In Focus After Slack Targets Microsoft In Court
• Negative Sentiment: Organizational restructuring and workforce reductions — Salesforce is reorganizing with leadership changes and some reductions even as it hires for AI roles; layoffs and exec churn raise short‑term execution and morale risk. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Negative Sentiment: Recent short‑term weakness — reporting showed a recent close decline (~‑2.6% in a prior session), highlighting near‑term volatility as investors debate AI execution vs. valuation. Salesforce (CRM) Stock Sinks As Market Gains: Here’s Why

Salesforce Stock Up 0.1%

CRM opened at $183.98 on Monday. The business has a 50 day moving average price of $186.67 and a 200 day moving average price of $220.11. Salesforce Inc. has a twelve month low of $163.52 and a twelve month high of $296.05. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. The firm has a market cap of $150.54 billion, a P/E ratio of 23.56, a price-to-earnings-growth ratio of 1.28 and a beta of 1.14.

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 return on equity of 15.38% and a net margin of 17.96%.The firm had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same period in the previous year, the company earned $2.78 EPS. The company’s revenue for the quarter 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 forecast that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce declared that its Board of Directors has approved a share repurchase program on Monday, March 16th that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Thursday, April 9th were issued a $0.44 dividend. This is an increase from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date was Thursday, April 9th. This represents a $1.76 annualized dividend and a yield of 1.0%. Salesforce’s dividend payout ratio is presently 22.54%.

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.