Krilogy Financial LLC Sells 5,859 Shares of Salesforce Inc. $CRM

22 Apr 2026, 05:32 by Jessica Moore · The Cerbat Gem

Krilogy Financial LLC lowered its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 50.3% during the 4th quarter, HoldingsChannel reports. The fund owned 5,793 shares of the CRM provider’s stock after selling 5,859 shares during the period. Krilogy Financial LLC’s holdings in Salesforce were worth $1,535,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in shares of Salesforce by 0.8% in the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider’s stock worth $21,228,624,000 after buying an additional 748,772 shares in the last quarter. State Street Corp lifted its stake in shares of Salesforce by 0.3% in the third quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock worth $11,732,966,000 after buying an additional 159,739 shares in the last quarter. Capital International Investors lifted its stake in shares of Salesforce by 9.4% in the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock worth $4,753,519,000 after buying an additional 1,729,440 shares in the last quarter. Capital World Investors lifted its stake in shares of Salesforce by 159.0% in the third 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. Finally, Invesco Ltd. lifted its stake in shares of Salesforce by 11.8% in the third quarter. Invesco Ltd. now owns 7,155,512 shares of the CRM provider’s stock worth $1,695,856,000 after buying an additional 754,116 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Insider Buying and Selling

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction on Wednesday, March 18th. The stock was acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of 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 ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction on Thursday, March 19th. The shares were acquired at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the acquisition, the director owned 9,530 shares of the company’s stock, valued at $1,854,347.40. The trade was a 36.94% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CRM. Jefferies Financial Group dropped their target price on shares of Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. Needham & Company LLC reiterated a “buy” rating and issued a $400.00 target price on shares of Salesforce in a research note on Thursday, February 26th. Stifel Nicolaus lowered their price objective on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Barclays lowered their price objective on shares of Salesforce from $265.00 to $252.00 and set an “overweight” rating on the stock in a research report on Thursday, February 26th. Finally, Truist Financial set a $280.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $279.18.

Get Our Latest Research Report on Salesforce

Salesforce Stock Up 0.5%

Shares of Salesforce stock opened at $187.17 on Wednesday. The company has a market cap of $153.14 billion, a price-to-earnings ratio of 23.96, a price-to-earnings-growth ratio of 1.35 and a beta of 1.29. The company’s 50 day moving average is $187.58 and its 200 day moving average is $223.21. Salesforce Inc. has a twelve month low of $163.52 and a twelve month high of $296.05. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM – Get Free Report) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The business had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same period in the prior year, the company earned $2.78 earnings per share. The firm’s revenue was up 12.1% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Research analysts anticipate that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce announced that its Board of Directors has approved a share buyback plan on Monday, March 16th that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s management believes its shares are undervalued.

Salesforce Increases Dividend

The firm 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 an increase from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s dividend payout ratio is currently 22.54%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce expanded Agent Fabric with a centralized control plane, automated discovery of external models, workflow mapping and tighter governance — features that help large customers adopt multi-vendor AI securely and could protect or grow enterprise revenue. Salesforce Pushes Deeper Into Enterprise AI Control With Agent Fabric Upgrade
Positive Sentiment: Truist reiterated a Buy and $280 price target after Salesforce’s TDX developer conference — a signal that at least some institutional analysts expect stronger medium‑term upside tied to AI/product monetization. Is Salesforce (CRM) One of the Best Large Cap Stocks to Buy Right Now?
Positive Sentiment: CEO Marc Benioff and company commentary highlighting “Agentforce”/”Agenticware” successes are being cited as a near‑term catalyst driving investor enthusiasm and intraday buying. This messaging supports the narrative that AI can offset SaaS slowdown risks. Why Is Salesforce Stock Charging Higher On Monday?
Neutral Sentiment: Ticketure’s acquisition of PatronManager (a Salesforce‑native CRM) signals continued ecosystem demand for Salesforce integrations, but it’s a niche/partner move with limited direct revenue impact. Ticketure Acquires PatronManager to Unify Best in Breed Ticketing and CRM
Neutral Sentiment: Salesforce’s broader AI marketing initiatives (e.g., “Headless 360”) signal ambition but remain higher‑level; execution and monetization timelines will determine investor impact. Salesforce Announces Huge AI Initiative and Calls It ‘Headless 360’
Negative Sentiment: Comparisons to Adobe argue Adobe has an edge: stronger AI‑driven growth outlook, better EPS trajectory and lower valuation — a competitive narrative that can pressure CRM multiples. Salesforce vs. Adobe: Which AI-Driven Software Stock Has an Edge?
Negative Sentiment: Persistent bearish headlines highlight that CRM has tracked a significant YTD decline, feeding concerns that AI could disrupt traditional SaaS revenue models — a sentiment that can limit valuation recovery until concrete upside appears. Salesforce (CRM) Stock Plunges 30% YTD as AI Threatens Traditional SaaS Revenue Model

Salesforce Profile

(Free Report)

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.