Montag A & Associates Inc. Sells 18,870 Shares of Salesforce Inc. $CRM

Montag A & Associates Inc. decreased its stake in shares of Salesforce Inc. (NYSE:CRM) by 87.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,636 shares of the CRM provider’s stock after selling 18,870 shares during the period. Montag A & Associates Inc.’s holdings in Salesforce were worth $626,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank bought a new stake in shares of Salesforce in the 2nd quarter worth $2,826,049,000. Laurel Wealth Advisors LLC boosted its holdings in Salesforce by 27,361.5% during the second quarter. Laurel Wealth Advisors LLC now owns 3,424,169 shares of the CRM provider’s stock worth $933,737,000 after purchasing an additional 3,411,700 shares during the last quarter. Acadian Asset Management LLC boosted its holdings in Salesforce by 1,729.6% during the second quarter. Acadian Asset Management LLC now owns 1,973,141 shares of the CRM provider’s stock worth $538,020,000 after purchasing an additional 1,865,297 shares during the last quarter. Generation Investment Management LLP bought a new stake in Salesforce in the 3rd quarter worth about $431,157,000. Finally, Amundi increased its stake in Salesforce by 26.2% in the 2nd quarter. Amundi now owns 7,755,317 shares of the CRM provider’s stock valued at $2,087,545,000 after buying an additional 1,612,413 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is using its Formula 1 partnership to showcase Agentforce (AI agents) and illustrate how large-brand marketing can accelerate adoption and commercial awareness for its AI offerings. This supports Salesforce’s narrative of shifting from seat‑based software to “digital labor” revenue potential. Salesforce Uses Formula 1 Deal To Showcase Agentforce AI Growth Potential
• Positive Sentiment: Company messaging and product launches (Agentforce for Communications, new partnerships such as Asymbl and GoDaddy integrating MuleSoft) reinforce a strategic pivot to AI agents and higher‑value workflows — a growth narrative that can support longer‑term revenue re‑rating if adoption scales. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
• Neutral Sentiment: Analyst and market commentary is revisiting CRM’s valuation after recent share weakness; pieces outline arguments both for continued undervaluation and for cautious outlooks depending on AI conversion speed and margin mix. This drives trading volatility but not a clear directional signal. A Look At Salesforce (CRM) Valuation After Recent Share Price Weakness And Undervaluation Debate
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript) reiterates strategy, product roadmap and capital‑return priorities — useful for modelers but no new guidance that materially changes near‑term estimates. Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Coverage noting CRM as a “trending” stock and other media explainers (Zacks, TheStreet) increase attention but present mixed analyst actions and viewpoints — attention can lift liquidity but also amplify sell‑side target changes. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
• Neutral Sentiment: Partner ecosystem activity: Faye’s acquisition of CRM Science (a Salesforce partner) underscores ecosystem consolidation and reseller dynamics — generally supportive of services demand but not directly material to revenue guidance. Faye Acquires CRM Science, Award Winning Salesforce Partner
• Negative Sentiment: Piper Sandler trimmed its price target to $250 (from $280) despite maintaining an Overweight rating — analyst downgrades or target cuts increase near‑term downside risk by lowering benchmarks investors use to value CRM. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
• Negative Sentiment: Coverage highlighting startups and AI tools building bespoke CRMs signals a competitive threat: AI‑native vendors could displace legacy vendors in some segments faster than expected, pressuring growth and pricing power. Meet the Companies Vibe Coding Their Own CRMs

Salesforce Trading Down 1.5%

Shares of Salesforce stock opened at $193.15 on Thursday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.98 and a current ratio of 0.76. The stock has a market capitalization of $178.28 billion, a P/E ratio of 24.73, a P/E/G ratio of 1.43 and a beta of 1.29. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $298.08. The stock’s 50-day simple moving average is $219.76 and its 200 day simple moving average is $237.46.

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. The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The company’s revenue was up 12.1% on a year-over-year basis. During the same quarter last year, the company earned $2.78 earnings per share. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders 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. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio (DPR) is currently 21.25%.

Analyst Ratings Changes

A number of brokerages have recently weighed in on CRM. TD Cowen cut their target price on Salesforce from $325.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Sanford C. Bernstein decreased their price target on Salesforce from $223.00 to $194.00 and set an “underperform” rating for the company in a research report on Thursday, February 26th. Morgan Stanley cut their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. Truist Financial set a $280.00 price objective on Salesforce in a research note on Thursday, February 26th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and an average price target of $283.14.

Insider Transactions at Salesforce

In related news, Director David Blair Kirk acquired 1,936 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired at an average price of $258.64 per share, with a total value of $500,727.04. Following the acquisition, the director owned 10,677 shares of the company’s stock, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director G Mason Morfit bought 96,000 shares of Salesforce stock in a transaction on Friday, December 5th. The shares were bought at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the acquisition, the director directly 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 SEC filing for this purchase provides additional information. Corporate insiders own 3.00% of the company’s stock.

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.