Salesforce Inc. $CRM Shares Acquired by Vise Technologies Inc.

Vise Technologies Inc. lifted its position in Salesforce Inc. (NYSE:CRM) by 39.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 45,628 shares of the CRM provider’s stock after buying an additional 12,828 shares during the quarter. Vise Technologies Inc.’s holdings in Salesforce were worth $10,475,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in CRM. BlackRock Inc. bought a new position in Salesforce during the second quarter valued at about $11,396,844,000. Bank of America Corp DE bought a new stake in shares of Salesforce during the second quarter worth approximately $1,914,086,000. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Salesforce by 130.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 12,659,217 shares of the CRM provider’s stock worth $2,363,096,000 after buying an additional 7,160,302 shares in the last quarter. Legal & General Group Plc bought a new stake in Salesforce in the 2nd quarter valued at about $927,332,000. Finally, Bank of New York Mellon Corp bought a new position in Salesforce during the 2nd quarter worth $844,928,000. 80.43% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director Craig Conway sold 4,500 shares of the business’s stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $260.61, for a total transaction of $1,172,745.00. Following the transaction, the director directly owned 5,437 shares of the company’s stock, valued at approximately $1,416,936.57. The trade was a 45.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David Blair Kirk acquired 4,176 shares of Salesforce stock in a transaction on Friday, September 18th. The shares were bought at an average cost of $239.33 per share, for a total transaction of $999,442.08. Following the completion of the transaction, the director owned 18,748 shares in the company, valued at approximately $4,486,958.84. This trade represents a 28.66% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.50% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on CRM shares. Argus raised their target price on Salesforce from $290.00 to $300.00 and gave the company a “buy” rating in a report on Monday, August 31st. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Salesforce in a research report on Thursday, August 27th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $250.00 price objective on shares of Salesforce in a research report on Thursday, September 17th. UBS Group restated a “buy” rating on shares of Salesforce in a report on Friday, September 11th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and issued a $315.00 target price on shares of Salesforce in a research report on Friday, September 18th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, thirteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and a consensus target price of $278.98.

Salesforce Price Performance

Shares of NYSE CRM opened at $228.56 on Monday. Salesforce Inc. has a twelve month low of $146.32 and a twelve month high of $269.11. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.02. The firm has a market capitalization of $188.10 billion, a P/E ratio of 20.84, a P/E/G ratio of 1.04 and a beta of 1.24. The stock’s 50-day simple moving average is $238.94 and its two-hundred day simple moving average is $198.88.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 EPS for the quarter, beating analysts’ consensus estimates of $3.27 by $2.63. Salesforce had a return on equity of 24.90% and a net margin of 21.99%. The business had revenue of $11.35 billion for the quarter, compared to analysts’ expectations of $11.33 billion. During the same quarter in the prior year, the firm earned $2.91 earnings per share. The firm’s revenue was up 10.8% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, equities analysts anticipate that Salesforce Inc. will post 12.82 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 8th. Stockholders of record on Thursday, September 17th were issued a $0.44 dividend. The ex-dividend date was Thursday, September 17th. This represents a $1.76 annualized dividend and a dividend yield of 0.8%. Salesforce’s dividend payout ratio (DPR) is currently 16.04%.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce signed a definitive agreement to acquire Rune Technologies, a defense-technology company. The deal supports Salesforce’s push into military and government applications, potentially expanding its addressable market and adding a specialized technology platform. Financial terms were not disclosed. Salesforce Signs Definitive Agreement to Acquire Rune Technologies
• Positive Sentiment: TPM Holdings completed an 18-month realignment centered on Salesforce CRM and artificial intelligence for the architecture, engineering and construction industries. Its combination of TrebleHook and The Hunley Group could expand Salesforce-based implementations and demonstrate growing demand for industry-specific AI tools. TPM Holdings Accelerates Investment in AI and Salesforce CRM
• Positive Sentiment: Several analyst and investment articles describe Salesforce as a potential AI rebound candidate, citing autonomous AI agents, improving monetization, strong free cash flow and its leadership in customer relationship management. These views may support longer-term sentiment, although they are not new company guidance. AI Comeback Story Article
• Neutral Sentiment: Salesforce’s earnings report is approaching, making upcoming revenue growth, AI adoption, margins and forward guidance the main near-term catalysts. The company’s latest reported quarter included revenue of $11.35 billion and adjusted earnings that exceeded consensus estimates. Salesforce Earnings Preview
• Negative Sentiment: Salesforce declined in sympathy with ServiceNow, Fortinet and other software stocks after investors focused on slower contracted-revenue growth despite earnings beats and higher AI targets. The reaction has renewed concerns about enterprise-software demand, AI monetization timelines and elevated sector valuations. ServiceNow Results Dent Software Stocks

About Salesforce

Salesforce, Inc (NYSE: CRM) is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company’s products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.