19,000 Shares in Salesforce Inc. $CRM Bought by Quinn Opportunity Partners LLC

Key Points

• Quinn Opportunity Partners LLC opened a new position in Salesforce (NYSE:CRM) in Q3, purchasing 19,000 shares worth about $4.503 million.
• Salesforce priced a $25 billion senior-note offering to fund share buybacks, a move that drew investor demand for higher yields and raised short-term concerns about increased leverage and AI execution risk.
• The company beat Q4 EPS estimates ($3.81 vs. $3.05) on $11.20B in revenue, set FY27 EPS guidance of 13.110–13.190, and holds a consensus analyst rating of Moderate Buy with an average price target of $282.06.

Quinn Opportunity Partners LLC bought a new position in Salesforce Inc. (NYSE:CRM - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 19,000 shares of the CRM provider's stock, valued at approximately $4,503,000.

A number of other institutional investors have also modified their holdings of the stock. Brighton Jones LLC lifted its stake in Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider's stock worth $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider's stock valued at $611,000 after purchasing an additional 205 shares during the last quarter. Bison Wealth LLC increased its stake in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider's stock valued at $747,000 after purchasing an additional 184 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider's stock worth $807,000 after purchasing an additional 106 shares during the period. Finally, United Bank raised its holdings in shares of Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider's stock worth $2,781,000 after purchasing an additional 500 shares during the period. Institutional investors and hedge funds own 80.43% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on CRM shares. Weiss Ratings reissued a "hold (c)" rating on shares of Salesforce in a report on Monday, December 29th. JPMorgan Chase & Co. lowered their target price on Salesforce from $365.00 to $320.00 and set an "overweight" rating for the company in a report on Thursday, February 26th. Truist Financial set a $280.00 price target on Salesforce in a research report on Thursday, February 26th. Wedbush reissued an "outperform" rating and issued a $375.00 price target on shares of Salesforce in a report on Tuesday, February 24th. Finally, BTIG Research reduced their price objective on Salesforce from $260.00 to $255.00 and set a "buy" rating for the company in a research report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $282.06.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce NYSE: CRM Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce NYSE: CRM Stock Price

Salesforce Price Performance

NYSE CRM opened at $192.63 on Friday. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $296.05. The firm has a market capitalization of $177.80 billion, a PE ratio of 24.66, a P/E/G ratio of 1.45 and a beta of 1.29. The company's 50 day simple moving average is $210.48 and its 200 day simple moving average is $235.15. 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 released its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.05 by $0.76. The firm had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.Salesforce's revenue was up 12.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.78 earnings per share. 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, equities research analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be given a $0.44 dividend. This is a positive change from Salesforce's previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce's dividend payout ratio is 21.25%.

Insider Transactions at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the firm's stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the transaction, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director David Blair Kirk acquired 1,936 shares of the stock in a transaction on Wednesday, December 17th. The shares were purchased at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the transaction, the director owned 10,677 shares in the company, valued at approximately $2,761,499.28. This represents a 22.15% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.00% of the company's stock.

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.

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