Prudential PLC Reduces Stock Position in Salesforce Inc. $CRM

Prudential PLC reduced its holdings in Salesforce Inc. (NYSE:CRM) by 10.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 117,443 shares of the CRM provider’s stock after selling 13,578 shares during the period. Prudential PLC’s holdings in Salesforce were worth $31,112,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in CRM. Norges Bank purchased a new position in shares of Salesforce in the 4th quarter worth $3,182,951,000. Capital World Investors grew its stake in shares of Salesforce by 159.0% in the 3rd quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock worth $4,106,255,000 after buying an additional 10,636,161 shares in the last quarter. Hotchkis & Wiley Capital Management LLC purchased a new position in shares of Salesforce in the 3rd quarter worth $484,852,000. Alyeska Investment Group L.P. grew its stake in shares of Salesforce by 285.4% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock worth $589,568,000 after buying an additional 1,842,117 shares in the last quarter. Finally, Generation Investment Management LLP purchased a new position in shares of Salesforce in the 3rd quarter worth $431,157,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Salesforce news, Director Laura Alber purchased 2,571 shares of Salesforce stock in a transaction dated Thursday, March 19th. The stock was acquired at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David Blair Kirk purchased 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The stock was acquired at an average price of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This represents a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is owned by insiders.

Salesforce Price Performance

Salesforce stock opened at $189.05 on Friday. The stock has a market cap of $154.84 billion, a price-to-earnings ratio of 21.88, a price-to-earnings-growth ratio of 1.23 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. Salesforce Inc. has a 1 year low of $163.52 and a 1 year high of $276.80. The firm has a 50-day moving average of $181.22 and a two-hundred day moving average of $209.06.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The firm’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the previous year, the company earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, research analysts forecast that Salesforce Inc. will post 9.89 earnings per share for the current year.

Salesforce announced that its board has approved a stock repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in shares. This repurchase authorization allows the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Salesforce Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be given a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s payout ratio is 20.37%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on CRM shares. Morgan Stanley dropped their price objective on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research note on Monday, February 23rd. Oppenheimer dropped their price target on shares of Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Needham & Company LLC reaffirmed a “buy” rating and set a $400.00 price target on shares of Salesforce in a research note on Thursday, February 26th. Roth Mkm reaffirmed a “buy” rating and set a $325.00 price target on shares of Salesforce in a research note on Thursday, May 28th. Finally, Mizuho dropped their price target 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. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $257.97.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investor sentiment is being lifted by Salesforce’s expanding AI push, especially the momentum around Agentforce and the company’s investment in Anthropic, which could strengthen its long-term growth narrative. Assessing Salesforce (NYSE:CRM) Valuation After AI Agentforce Momentum And Anthropic Investment
• Positive Sentiment: Multiple articles highlight Agentforce ARR surpassing $1 billion and growing rapidly, reinforcing the view that Salesforce’s AI products are already contributing meaningful traction and may support future revenue growth. Salesforce’s Agentforce ARR Tops $1B: Can It Fuel More Growth for CRM?
• Positive Sentiment: Analyst-style commentary also frames Salesforce as a strong momentum and value stock, suggesting the market may still be revising its view upward after the company’s recent operating updates and conference commentary. Here’s Why Salesforce (CRM) is a Strong Momentum Stock
• Neutral Sentiment: Salesforce’s presentations at the Evercore and Bank of America technology conferences likely helped keep the company in focus, but the transcripts themselves do not appear to introduce a major new catalyst. Salesforce, Inc. (CRM) Presents at 2026 Evercore Global TMT Conference Transcript
• Neutral Sentiment: Several valuation-focused articles suggest the stock is being re-rated after recent volatility, with investors weighing strong AI momentum against an already improved share price. Is There Now an Opportunity in Salesforce (CRM) After Recent Share Price Volatility
• Neutral Sentiment: Third-party product news, such as Flosum’s backup and archive update for Salesforce customers, is supportive of the ecosystem but unlikely to move CRM shares materially on its own. Flosum Updates Backup & Archive Solution for Salesforce with Legal Hold, Flexible Retention, and Faster Recovery
• Negative Sentiment: Some recent commentary notes that Salesforce still faces questions around valuation and execution after a sharp run-up, so any disappointment in bookings or AI monetization could pressure the shares. Salesforce: Catch-Up Rally Will Continue; Bookings Rebound Expected In H2

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.