Salesforce (NYSE:CRM) Shares Down 3.3% – Should You Sell?

Salesforce Inc. (NYSE:CRM)’s stock price dropped 3.3% during trading on Friday . The company traded as low as $191.75 and last traded at $192.6320. Approximately 14,651,586 shares traded hands during mid-day trading, an increase of 14% from the average daily volume of 12,829,908 shares. The stock had previously closed at $199.28.

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

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on CRM. Piper Sandler reissued an “overweight” rating and set a $250.00 price objective (down from $280.00) on shares of Salesforce in a report on Thursday, February 26th. Citigroup upped their price target on Salesforce from $197.00 to $200.00 and gave the company a “neutral” rating in a research report on Monday, March 2nd. BTIG Research cut their price target on Salesforce from $260.00 to $255.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Oppenheimer decreased their price objective on Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. Finally, Royal Bank Of Canada lowered their price objective on Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $282.06.

Salesforce Stock Performance

The firm has a market capitalization of $177.80 billion, a PE ratio of 24.66, a PEG ratio of 1.40 and a beta of 1.29. 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 company has a 50-day moving average of $210.48 and a 200 day moving average of $235.09.

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

Salesforce Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be given a dividend of $0.44 per share. This is an increase from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio is 22.54%.

Insiders Place Their Bets

In related news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director David Blair Kirk bought 1,936 shares of Salesforce stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the purchase, the director owned 10,677 shares of the company’s stock, valued at $2,761,499.28. The trade was a 22.15% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.00% of the company’s stock.

Hedge Funds Weigh In On Salesforce

A number of large investors have recently modified their holdings of CRM. Aspire Growth Partners LLC boosted its stake in Salesforce by 1.2% in the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock worth $795,000 after buying an additional 39 shares in the last quarter. Abacus Planning Group Inc. raised its stake in shares of Salesforce by 3.1% during the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after acquiring an additional 43 shares in the last quarter. Byrne Asset Management LLC lifted its holdings in shares of Salesforce by 1.0% in the 4th quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock worth $1,147,000 after acquiring an additional 43 shares during the last quarter. 17 Capital Partners LLC boosted its stake in shares of Salesforce by 1.9% in the 2nd quarter. 17 Capital Partners LLC now owns 2,321 shares of the CRM provider’s stock valued at $633,000 after purchasing an additional 44 shares in the last quarter. Finally, Code Waechter LLC grew its holdings in shares of Salesforce by 5.3% during the 3rd quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock valued at $209,000 after purchasing an additional 44 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

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.