Salesforce Inc. $CRM Stock Position Increased by Ontario Teachers Pension Plan Board

Ontario Teachers Pension Plan Board grew its position in shares of Salesforce Inc. (NYSE:CRM) by 5.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 716,041 shares of the CRM provider’s stock after purchasing an additional 38,804 shares during the period. Salesforce makes up approximately 3.6% of Ontario Teachers Pension Plan Board’s investment portfolio, making the stock its 6th biggest position. Ontario Teachers Pension Plan Board owned 0.08% of Salesforce worth $169,702,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Salesforce by 0.8% during the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock valued at $21,228,624,000 after purchasing an additional 748,772 shares during the last quarter. State Street Corp raised its position in shares of Salesforce by 1.6% during the 2nd quarter. State Street Corp now owns 49,260,918 shares of the CRM provider’s stock valued at $13,452,998,000 after buying an additional 776,300 shares in the last quarter. Geode Capital Management LLC grew its position in Salesforce by 0.6% in the second quarter. Geode Capital Management LLC now owns 20,873,900 shares of the CRM provider’s stock worth $5,669,224,000 after acquiring an additional 114,504 shares in the last quarter. Norges Bank bought a new stake in Salesforce during the second quarter worth approximately $2,826,049,000. Finally, Amundi raised its position in Salesforce by 26.2% during the second quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after purchasing an additional 1,612,413 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Salesforce

In other news, Director Neelie Kroes sold 3,893 shares of the business’s 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 of the company’s stock, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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, with a total value of $500,727.04. Following the completion of the purchase, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

CRM has been the topic of several analyst reports. The Goldman Sachs Group started coverage on Salesforce in a research report on Monday, January 12th. They set a “buy” rating and a $330.00 target price on the stock. Oppenheimer reduced their target price on shares of Salesforce from $300.00 to $275.00 and set an “outperform” rating on the stock in a research note on Tuesday. Sanford C. Bernstein reaffirmed an “underperform” rating on shares of Salesforce in a research note on Thursday, December 4th. Arete Research upgraded shares of Salesforce to a “strong-buy” rating in a report on Thursday, December 11th. Finally, Macquarie Infrastructure raised their price objective on shares of Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a research note on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $312.00.

Salesforce Trading Up 2.0%

Shares of NYSE CRM opened at $187.89 on Thursday. Salesforce Inc. has a twelve month low of $180.24 and a twelve month high of $329.74. The firm has a market cap of $176.05 billion, a PE ratio of 25.09, a price-to-earnings-growth ratio of 1.26 and a beta of 1.27. The business has a fifty day simple moving average of $233.77 and a two-hundred day simple moving average of $240.98. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, beating the consensus estimate of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm had revenue of $10.26 billion for the quarter, compared to analyst estimates of $10.27 billion. During the same quarter last year, the firm posted $2.41 earnings per share. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were paid a dividend of $0.416 per share. The ex-dividend date was Thursday, December 18th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: New partner integrations with Salesforce expand go‑to‑market and reinforce AppExchange monetization (AcuityMD launched an AcuityMD app on the Salesforce AppExchange). AcuityMD for Salesforce Announcement
• Positive Sentiment: Asymbl expanded collaboration aims to boost Salesforce’s AI workforce orchestration capabilities — incremental product wins that support long‑term AI positioning. Asymbl Collaboration
• Positive Sentiment: Some sell‑side support remains: BTIG kept a Buy rating despite lowering its target (shows split analyst views and pockets of conviction). BTIG Research Note
• Neutral Sentiment: Wells Fargo cut its price target (from $265 to $235) and moved to Equal Weight — a downgrade in upside but not a bearish stance. Wells Fargo Note
• Neutral Sentiment: Citigroup trimmed its target sharply to $197 and set a Neutral rating — lowers analyst support and narrows upside from current levels. Citigroup Note
• Neutral Sentiment: RBC issued a Hold, reflecting more cautious near‑term sentiment from another major shop. RBC Hold
• Neutral Sentiment: UBS checks show an uptick in Agentforce but “muted” core growth — mixed operational signals ahead of earnings. UBS Checks
• Negative Sentiment: Mizuho issued a pessimistic forecast and lowered expectations, adding to the negative analyst momentum that’s pressuring the share price. Mizuho Forecast
• Negative Sentiment: Multiple downgrades and price‑target cuts triggered near‑term selling (reports note the stock trading down after an analyst downgrade). Analyst Downgrade / Trading Reaction
• Negative Sentiment: Broader AI‑sized SaaS fears and sector volatility (the “SaaSpocalypse” narrative) continue to pressure enterprise software multiples and weigh on CRM sentiment. Sector AI Fears

Salesforce 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.