Salesforce Inc. $CRM Shares Acquired by World Investment Advisors

04 Apr 2026, 12:12 by Sarita Garza · The Markets Daily

World Investment Advisors lifted its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 6.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 72,134 shares of the CRM provider’s stock after purchasing an additional 4,329 shares during the quarter. World Investment Advisors’ holdings in Salesforce were worth $19,109,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in CRM. Rockland Trust Co. lifted its holdings in Salesforce by 1,145.6% in the third quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider’s stock valued at $3,097,000 after acquiring an additional 12,017 shares during the period. Alps Advisors Inc. grew its stake in shares of Salesforce by 98.3% during the 3rd quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider’s stock worth $5,085,000 after purchasing an additional 10,633 shares during the period. Midwest Trust Co increased its holdings in shares of Salesforce by 2.3% during the 3rd quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider’s stock valued at $44,336,000 after purchasing an additional 4,233 shares in the last quarter. Jones Financial Companies Lllp lifted its stake in shares of Salesforce by 15.1% in the 3rd quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider’s stock valued at $113,420,000 after purchasing an additional 61,270 shares during the period. Finally, AGF Management Ltd. lifted its stake in shares of Salesforce by 42.2% in the 3rd quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider’s stock valued at $66,610,000 after purchasing an additional 83,403 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Price Performance

Shares of Salesforce stock opened at $187.01 on Friday. The stock has a market capitalization of $172.61 billion, a P/E ratio of 23.94, a PEG ratio of 1.36 and a beta of 1.29. The business has a 50 day simple moving average of $194.55 and a two-hundred day simple moving average of $228.83. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $296.05. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76.

Salesforce (NYSE:CRM – Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. The firm had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The firm’s revenue was up 12.1% compared to the same quarter last year. During the same period in the prior year, the company earned $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a $0.44 dividend. This is an increase from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s payout ratio is 21.25%.

Salesforce declared that its board has authorized a share buyback program on Monday, March 16th that authorizes the company to buyback $25.00 billion in outstanding shares. This buyback authorization authorizes the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several research firms recently commented on CRM. TD Cowen dropped their price target on shares of Salesforce from $325.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. Northland Securities lowered their target price on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research note on Tuesday, March 10th. Mizuho dropped their target price on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. Citigroup upped their price target on Salesforce from $197.00 to $200.00 and gave the stock a “neutral” rating in a report on Monday, March 2nd. Finally, Barclays lowered their price target on Salesforce from $265.00 to $252.00 and set an “overweight” rating on the stock in a research report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $280.21.

Check Out Our Latest Stock Analysis on CRM

Insider Buying and Selling

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of the firm’s stock in a transaction on Wednesday, March 18th. The shares were acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. This trade represents a 23.11% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by company insiders.

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.