United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Sells 97,014 Shares of Salesforce Inc. $CRM

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund lessened its holdings in shares of Salesforce Inc. (NYSE:CRM) by 63.6% in the third quarter, according to its most recent filing with the SEC. The firm owned 55,466 shares of the CRM provider’s stock after selling 97,014 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Salesforce were worth $13,145,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Evolution Wealth Management Inc. bought a new position in shares of Salesforce in the 2nd quarter worth $27,000. Marquette Asset Management LLC bought a new stake in Salesforce in the third quarter valued at about $26,000. Country Trust Bank lifted its stake in Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the period. Decker Retirement Planning Inc. lifted its stake in Salesforce by 284.6% in the second quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider’s stock valued at $41,000 after buying an additional 111 shares during the period. Finally, Kilter Group LLC bought a new position in Salesforce during the second quarter worth about $42,000. Institutional investors own 80.43% of the company’s stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Recent earnings and market reaction — Salesforce reported an earnings beat and record revenue, and the stock has rebounded from recent lows as investors appear to be looking past worst‑case AI fears. This is the main driver of improving sentiment. Salesforce: A Week After Earnings, the Market Has Spoken
• Positive Sentiment: Large buyback and cash flow strength — Analysts highlight a meaningful free cash flow beat and Salesforce’s announcement of a massive $50B buyback, which can materially support share price and EPS over time. Salesforce: AI Disruption Fears Create Mispricing
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have reiterated or raised ratings (e.g., Phillip Securities maintained a Buy with a $253 target), helping lift investor confidence. Upgrades/price‑target moves are directly supportive of the rally. Phillip Securities Maintains a Buy on Salesforce (CRM)
• Positive Sentiment: Product/AI momentum and partnerships — New AI initiatives (Agentforce) and a Formula 1 fan‑agent rollout show tangible go‑to‑market AI use cases that support long‑term monetization of AI features. Salesforce Inc. (CRM) Leverages AI to Transform Fan and Customer Engagement
• Neutral Sentiment: Analyst/industry writeups highlight momentum and valuation — Several outlets (Zacks) list Salesforce among software names positioned to benefit from a sector recovery; these articles boost visibility but provide less immediate price impact than earnings or buybacks. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Geographic expansion — Reports noting the Philippines as a fast‑growing market signal incremental revenue opportunities but are less likely to move the stock near term. Philippines fastest-growing market for Salesforce in Southeast Asia
• Negative Sentiment: Ongoing AI disruption and valuation concerns — Despite improving signals, investors remain wary that AI could compress demand or enable lower‑cost competitors; the stock still reflects a material YTD and 1‑year decline, keeping downside risk present. Is Salesforce (CRM) Pricing Reflect Its Cash Flow Outlook After Recent Share Price Weakness

Salesforce Price Performance

NYSE CRM opened at $202.04 on Friday. 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 cap of $186.48 billion, a price-to-earnings ratio of 25.87, a PEG ratio of 1.47 and a beta of 1.29. The business has a 50 day simple moving average of $217.21 and a 200 day simple moving average of $236.86. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $296.05.

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. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The company had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same quarter in the prior year, the company earned $2.78 earnings per share. The business’s quarterly revenue 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. Analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio is currently 21.25%.

Wall Street Analyst Weigh In

CRM has been the subject of several analyst reports. The Goldman Sachs Group restated a “buy” rating and set a $281.00 target price on shares of Salesforce in a research report on Thursday, February 26th. Wolfe Research reissued an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. Guggenheim restated a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Mizuho lowered their target price on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Finally, Sanford C. Bernstein reduced their price target on shares of Salesforce from $223.00 to $194.00 and set an “underperform” rating on the stock in a research report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $283.14.

Insider Transactions at Salesforce

In other news, Director David Blair Kirk purchased 1,936 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average price of $258.64 per share, with a total value of $500,727.04. Following the purchase, the director directly owned 10,677 shares of the company’s stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction dated 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 sale, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by corporate insiders.

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.