Qtron Investments LLC Has $1.89 Million Holdings in Salesforce Inc. $CRM

Qtron Investments LLC lessened its holdings in shares of Salesforce Inc. (NYSE:CRM) by 34.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,120 shares of the CRM provider’s stock after selling 3,774 shares during the period. Qtron Investments LLC’s holdings in Salesforce were worth $1,886,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Sumitomo Mitsui Financial Group Inc. lifted its holdings in Salesforce by 393.5% in the fourth quarter. Sumitomo Mitsui Financial Group Inc. now owns 1,594 shares of the CRM provider’s stock valued at $424,000 after buying an additional 1,271 shares during the period. Hikari Tsushin Inc. acquired a new position in Salesforce in the fourth quarter valued at $963,000. Xponance LLC lifted its holdings in Salesforce by 14.5% in the fourth quarter. Xponance LLC now owns 173,221 shares of the CRM provider’s stock valued at $45,888,000 after buying an additional 21,915 shares during the period. UniSuper Management Pty Ltd lifted its holdings in Salesforce by 3.8% in the fourth quarter. UniSuper Management Pty Ltd now owns 746,453 shares of the CRM provider’s stock valued at $197,743,000 after buying an additional 27,229 shares during the period. Finally, Keel Point LLC lifted its holdings in Salesforce by 3.3% in the fourth quarter. Keel Point LLC now owns 6,560 shares of the CRM provider’s stock valued at $1,738,000 after buying an additional 208 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Stock Performance

Shares of CRM opened at $166.81 on Friday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The stock has a 50-day moving average of $180.50 and a 200-day moving average of $207.18. The company has a market cap of $136.61 billion, a PE ratio of 19.31, a P/E/G ratio of 1.06 and a beta of 1.16. Salesforce Inc. has a one year low of $163.31 and a one year high of $276.80.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 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 the consensus estimate of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same period last year, the business posted $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, equities research analysts predict that Salesforce Inc. will post 10.3 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be paid a $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 1.1%. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.

Salesforce announced that its Board of Directors has approved a share repurchase program on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its stock is undervalued.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s Agentforce annual recurring revenue has surged to $1.2 billion, up 205% year over year, suggesting its AI push is gaining real traction and could support longer-term growth. Salesforce’s AI Business Is Growing More Than 200%, but the Stock Is Near a 52-Week Low. Something Has to Give.
• Positive Sentiment: Salesforce’s acquisition of m3ter should help expand usage-based AI revenue by improving metering and billing for Agentforce and other AI products, which may open new monetization opportunities. Salesforce m3ter Deal Highlights Shift Toward Usage Based AI Revenue
• Positive Sentiment: Reports that Salesforce’s stake in Anthropic has risen to about $5 billion highlight its strategic exposure to a leading AI startup and reinforce the company’s commitment to AI investment. Salesforce’s Anthropic Stake Reportedly Reaches $5 Billion as AI Startup Eyes IPO, Bloomberg Reports
• Neutral Sentiment: TitanX expanded its Salesforce integration with automated phone intent scoring and contact enrichment, which is incremental ecosystem news but not likely to move CRM shares by itself. TitanX Expands Salesforce and HubSpot Integrations with Automated Phone Intent™ Scoring and Contact Enrichment
• Negative Sentiment: Several recent articles note that Salesforce stock is still sliding, near a 52-week low, and that investors remain skeptical despite AI growth, reflecting ongoing valuation and execution concerns. Our Salesforce Stock Pick Has Flopped. We’re Moving On.
• Negative Sentiment: Broader cloud-stock weakness, highlighted by Oracle’s sharp decline after earnings, is adding sector pressure that can weigh on Salesforce even when company-specific news is positive. Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide

Analyst Upgrades and Downgrades

CRM has been the topic of several recent analyst reports. BTIG Research restated a “buy” rating and issued a $255.00 target price on shares of Salesforce in a report on Tuesday, May 26th. Wedbush restated an “outperform” rating and issued a $325.00 target price on shares of Salesforce in a report on Thursday, May 28th. The Goldman Sachs Group restated a “buy” rating and issued a $281.00 target price on shares of Salesforce in a report on Thursday, February 26th. Macquarie Infrastructure dropped their target price on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a report on Thursday, May 28th. Finally, Barclays dropped their target price on shares of Salesforce from $252.00 to $236.00 and set an “overweight” rating on the stock in a report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and a consensus target price of $259.26.

Insider Activity

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

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.