Salesforce Inc. $CRM Shares Acquired by MML Investors Services LLC

MML Investors Services LLC grew its stake in Salesforce Inc. (NYSE:CRM) by 26.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 276,694 shares of the CRM provider’s stock after buying an additional 57,518 shares during the quarter. MML Investors Services LLC’s holdings in Salesforce were worth $73,299,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. MayTech Global Investments LLC raised its holdings in Salesforce by 2.1% in the 4th quarter. MayTech Global Investments LLC now owns 133,036 shares of the CRM provider’s stock worth $35,244,000 after purchasing an additional 2,741 shares during the period. Minot DeBlois Advisors LLC raised its holdings in Salesforce by 1.6% in the 4th quarter. Minot DeBlois Advisors LLC now owns 4,271 shares of the CRM provider’s stock worth $1,131,000 after purchasing an additional 66 shares during the period. NFJ Investment Group LLC raised its holdings in Salesforce by 29.0% in the 4th quarter. NFJ Investment Group LLC now owns 181,699 shares of the CRM provider’s stock worth $48,134,000 after purchasing an additional 40,836 shares during the period. Nicolet Advisory Services LLC raised its holdings in Salesforce by 36.0% in the 4th quarter. Nicolet Advisory Services LLC now owns 7,237 shares of the CRM provider’s stock worth $1,877,000 after purchasing an additional 1,917 shares during the period. Finally, Niles Investment Management LLC acquired a new position in Salesforce in the 4th quarter worth about $7,044,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Insider Buying and Selling

In other news, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction on Thursday, March 19th. The stock was acquired at an average price of $194.58 per share, with a total value of $500,265.18. Following the completion of the acquisition, the director directly owned 9,530 shares of the company’s stock, valued at $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction on Wednesday, March 18th. The shares were purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director directly owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.50% of the stock is owned by corporate insiders.

Salesforce Price Performance

Shares of Salesforce stock opened at $166.07 on Monday. The business has a 50 day simple moving average of $180.10 and a two-hundred day simple moving average of $206.75. Salesforce Inc. has a 12 month low of $161.40 and a 12 month high of $276.80. The stock has a market capitalization of $136.01 billion, a P/E ratio of 19.22, a PEG ratio of 1.03 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 (NYSE:CRM) last announced its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The business had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. During the same quarter in the prior year, the firm earned $2.58 earnings per share. The business’s revenue was up 13.3% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, analysts predict that Salesforce Inc. will post 10.29 EPS for the current fiscal year.

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

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.1%. Salesforce’s dividend payout ratio is presently 20.37%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on CRM. Stifel Nicolaus reduced their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Citigroup reaffirmed a “market outperform” rating on shares of Salesforce in a report on Thursday, May 28th. Royal Bank Of Canada reaffirmed a “neutral” rating on shares of Salesforce in a report on Thursday, June 4th. Sanford C. Bernstein reduced their price target on Salesforce from $194.00 to $173.00 and set an “underperform” rating for the company in a report on Thursday, May 28th. Finally, Morgan Stanley reduced their price target on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus price target of $259.26.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

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.