Fieldview Capital Management LLC Takes $2.42 Million Position in Salesforce Inc. $CRM

Key Points

• Fieldview Capital opened a new position in Salesforce, acquiring 10,188 shares worth about $2.42 million in the third quarter.
• Salesforce posted an earnings beat (EPS $3.81 vs. $3.05) and $11.20B revenue, and management announced a $50B buyback while raising the quarterly dividend to $0.44, providing near‑term support for the stock.
• Notable insider moves: Director David Blair Kirk bought 1,936 shares (~$500.7K) while Director Neelie Kroes sold 3,893 shares (~$929.3K), reflecting mixed insider activity.

Fieldview Capital Management LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 10,188 shares of the CRM provider's stock, valued at approximately $2,415,000.

Several other institutional investors have also recently added to or reduced their stakes in CRM. Marquette Asset Management LLC acquired a new stake in shares of Salesforce during the 3rd quarter worth about $26,000. Evolution Wealth Management Inc. acquired a new position in shares of Salesforce in the second quarter valued at approximately $27,000. Country Trust Bank raised its position in shares of Salesforce by 658.8% in the second quarter. Country Trust Bank now owns 129 shares of the CRM provider's stock valued at $35,000 after buying an additional 112 shares during the last quarter. Capital A Wealth Management LLC lifted its stake in shares of Salesforce by 40.9% during the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider's stock valued at $41,000 after buying an additional 45 shares during the period. Finally, Kilter Group LLC purchased a new position in shares of Salesforce during the second quarter valued at approximately $42,000. Institutional investors and hedge funds own 80.43% of the company's stock.

Insider Activity at Salesforce

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

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Recent earnings and market reaction — Salesforce reported an earnings beat and record revenue, and the stock has rebounded from recent lows as investors appear to be looking past worst‑case AI fears. This is the main driver of improving sentiment. Salesforce: A Week After Earnings, the Market Has Spoken
• Positive Sentiment: Large buyback and cash flow strength — Analysts highlight a meaningful free cash flow beat and Salesforce’s announcement of a massive $50B buyback, which can materially support share price and EPS over time. Salesforce: AI Disruption Fears Create Mispricing
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have reiterated or raised ratings (e.g., Phillip Securities maintained a Buy with a $253 target), helping lift investor confidence. Upgrades/price‑target moves are directly supportive of the rally. Phillip Securities Maintains a Buy on Salesforce (CRM)
• Positive Sentiment: Product/AI momentum and partnerships — New AI initiatives (Agentforce) and a Formula 1 fan‑agent rollout show tangible go‑to‑market AI use cases that support long‑term monetization of AI features. Salesforce Inc. (CRM) Leverages AI to Transform Fan and Customer Engagement
• Neutral Sentiment: Analyst/industry writeups highlight momentum and valuation — Several outlets (Zacks) list Salesforce among software names positioned to benefit from a sector recovery; these articles boost visibility but provide less immediate price impact than earnings or buybacks. The Software Recovery Already Started: 5 Stocks to Buy Now
• Neutral Sentiment: Geographic expansion — Reports noting the Philippines as a fast‑growing market signal incremental revenue opportunities but are less likely to move the stock near term. Philippines fastest-growing market for Salesforce in Southeast Asia
• Negative Sentiment: Ongoing AI disruption and valuation concerns — Despite improving signals, investors remain wary that AI could compress demand or enable lower‑cost competitors; the stock still reflects a material YTD and 1‑year decline, keeping downside risk present. Is Salesforce (CRM) Pricing Reflect Its Cash Flow Outlook After Recent Share Price Weakness

Salesforce Stock Performance

Salesforce stock opened at $202.04 on Monday. The stock's 50-day moving average is $217.21 and its 200-day moving average is $236.79. The company has a market cap of $186.48 billion, a price-to-earnings ratio of 25.87, a price-to-earnings-growth ratio of 1.47 and a beta of 1.29. 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 Inc. has a 12 month low of $174.57 and a 12 month high of $296.05.

Salesforce (NYSE:CRM - Get Free Report) last issued 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 business had revenue of $11.20 billion during the quarter, compared to analysts' expectations of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company's revenue for the quarter was up 12.1% on a year-over-year basis. During the same quarter in the previous year, the business 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. Equities analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be paid 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 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, April 9th. Salesforce's payout ratio is presently 22.54%.

Analysts Set New Price Targets

Several analysts have commented on the stock. Robert W. Baird lowered their target price on shares of Salesforce from $325.00 to $315.00 and set an "outperform" rating for the company in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft raised their price objective on Salesforce from $340.00 to $360.00 and gave the stock a "buy" rating in a report on Thursday, December 4th. KeyCorp lowered their price objective on Salesforce from $400.00 to $300.00 and set an "overweight" rating for the company in a research report on Tuesday, February 24th. Wells Fargo & Company dropped their target price on Salesforce from $235.00 to $210.00 and set an "equal weight" rating for the company in a research note on Thursday, February 26th. Finally, Macquarie Infrastructure increased their target price on Salesforce from $250.00 to $265.00 and gave the stock a "neutral" rating in a research report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $283.14.

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.

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