Intech Investment Management LLC Has $70.63 Million Position in Salesforce Inc. $CRM

Intech Investment Management LLC cut its stake in shares of Salesforce Inc. (NYSE:CRM) by 2.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 298,028 shares of the CRM provider’s stock after selling 8,962 shares during the quarter. Salesforce makes up 0.6% of Intech Investment Management LLC’s portfolio, making the stock its 19th largest holding. Intech Investment Management LLC’s holdings in Salesforce were worth $70,633,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Marquette Asset Management LLC acquired a new position in Salesforce in the third quarter valued at about $26,000. Evolution Wealth Management Inc. bought a new position in shares of Salesforce in the second quarter valued at approximately $27,000. Quaker Wealth Management LLC boosted its holdings in shares of Salesforce by 208.6% in the 2nd quarter. Quaker Wealth Management LLC now owns 126 shares of the CRM provider’s stock worth $34,000 after acquiring an additional 242 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in Salesforce during the 2nd quarter worth approximately $34,000. Finally, Country Trust Bank increased its holdings in Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after purchasing an additional 112 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling

In related news, Director G Mason Morfit bought 96,000 shares of Salesforce stock in a transaction on Friday, December 5th. The shares were purchased at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the acquisition, the director owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the transaction, the insider owned 139,767 shares of the company’s stock, valued at $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Salesforce Stock Up 3.7%

Shares of NYSE CRM opened at $192.19 on Thursday. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $313.70. The firm’s 50-day moving average is $226.45 and its 200-day moving average is $238.86. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. The firm has a market capitalization of $180.08 billion, a PE ratio of 25.66, a price-to-earnings-growth ratio of 1.26 and a beta of 1.27.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a net margin of 17.91% and a return on equity of 14.41%. The business had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the previous year, the firm posted $2.78 earnings per share. Salesforce’s revenue for the quarter was up 12.1% compared to the same quarter last year. 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 analysts expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a $0.44 dividend. This is an increase from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is currently 22.16%.

Wall Street Analyst Weigh In

A number of research firms have commented on CRM. Canaccord Genuity Group reissued a “buy” rating and issued a $300.00 price objective on shares of Salesforce in a research note on Thursday, December 4th. Oppenheimer reduced their price target on shares of Salesforce from $300.00 to $275.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. BMO Capital Markets decreased their price objective on shares of Salesforce from $275.00 to $235.00 and set an “outperform” rating on the stock in a report on Friday, February 20th. Citigroup dropped their target price on shares of Salesforce from $257.00 to $197.00 and set a “neutral” rating for the company in a research note on Wednesday, February 18th. Finally, Truist Financial reduced their target price on shares of Salesforce from $400.00 to $380.00 and set a “buy” rating on the stock in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $301.56.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Adjusted Q4 earnings topped expectations — Salesforce reported an adjusted EPS beat and revenue roughly in line with consensus, showing continued margin progress and revenue growth year-over-year. Q4 results & transcript
• Positive Sentiment: Management raised forward profit targets: Q1 FY2027 EPS guidance of $3.110–$3.130 and FY2027 EPS guidance of $13.110–$13.190 both materially exceed Street consensus — a clear positive signal for future EPS trajectory (company guidance released 2/25/2026).
• Positive Sentiment: Large shareholder-friendly action — Salesforce committed to a sizable buyback program (reported as ~$50 billion), which supports EPS and provides a backstop for the stock. Buyback coverage
• Neutral Sentiment: Revenue guidance mixed but broadly in-line: Q1 revenue guidance of $11.0–$11.1B is at/just above consensus, while FY revenue guidance ($45.8–$46.2B) centers near the Street forecast — supports stable top-line growth though not a clear upside catalyst. Revenue outlook
• Neutral Sentiment: Operating cash flow strength — cash from operations jumped year-over-year (helping liquidity), even as cash balances and liabilities shifted; useful context for buybacks and capital allocation decisions. Cash flow and balance-sheet details
• Negative Sentiment: After-hours weakness and investor caution — despite the EPS beat, shares slid after hours as participants focused on revenue nuances and the company’s “stable” top‑line growth outlook; some analysts trimmed targets or downgraded, putting downward pressure on the stock. After-hours reaction
• Negative Sentiment: AI disruption narrative and sentiment risk — ongoing market anxiety that generative AI could displace parts of the enterprise software stack continues to weigh on valuation multiples for Salesforce and peers, contributing to volatility. AI concerns coverage
• Negative Sentiment: Insider/analyst dynamics — large insider share sales reported and mixed analyst moves (some price-target cuts despite buy ratings from others) add short-term selling pressure and uncertainty about near-term sentiment. Insider & analyst activity

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.