Focus Partners Advisor Solutions LLC Has $3.30 Million Position in Salesforce Inc. $CRM

Key Points

• Focus Partners Advisor Solutions LLC boosted its stake in Salesforce by 83.1% in Q3 to 13,824 shares, now valued at about $3.3 million.
• Salesforce beat quarterly estimates, reporting $3.81 EPS vs. $3.05 expected and $11.20B in revenue (up 12.1% YoY), and set FY2027 EPS guidance of 13.110–13.190 with Q1 guidance of 3.110–3.130.
• Salesforce raised its quarterly dividend to $0.44 per share (annualized $1.76, ~0.9% yield) with an ex-dividend date of April 9.

Focus Partners Advisor Solutions LLC increased its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 83.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,824 shares of the CRM provider's stock after acquiring an additional 6,273 shares during the period. Focus Partners Advisor Solutions LLC's holdings in Salesforce were worth $3,300,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new position in shares of Salesforce in the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. acquired a new stake in Salesforce in the second quarter valued at about $27,000. Spurstone Advisory Services LLC bought a new position in Salesforce in the second quarter valued at about $34,000. Country Trust Bank raised its stake in Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider's stock worth $35,000 after acquiring an additional 112 shares in the last quarter. Finally, Decker Retirement Planning Inc. raised its stake in Salesforce by 284.6% during the second quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider's stock worth $41,000 after acquiring an additional 111 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

Salesforce Stock Down 1.5%

Shares of CRM opened at $193.15 on Thursday. The stock's 50-day moving average price is $219.76 and its two-hundred day moving average price is $237.46. Salesforce Inc. has a 12 month low of $174.57 and a 12 month high of $298.08. The company has a market capitalization of $178.28 billion, a PE ratio of 24.73, a PEG ratio of 1.43 and a beta of 1.29. The company has a current ratio of 0.76, a quick ratio of 0.98 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM - Get Free Report) last issued its quarterly earnings data 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 company 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 last 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. On average, analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors 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. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce's dividend payout ratio (DPR) is currently 21.25%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Sanford C. Bernstein decreased their price target on shares of Salesforce from $223.00 to $194.00 and set an "underperform" rating on the stock in a report on Thursday, February 26th. Weiss Ratings restated a "hold (c)" rating on shares of Salesforce in a research report on Monday, December 29th. BTIG Research decreased their target price on shares of Salesforce from $260.00 to $255.00 and set a "buy" rating on the stock in a research note on Thursday, February 26th. Royal Bank Of Canada dropped their price target on Salesforce from $290.00 to $210.00 and set a "sector perform" rating for the company in a research note on Thursday, February 26th. Finally, DA Davidson cut their price objective on Salesforce from $235.00 to $200.00 and set a "neutral" rating on the stock in a report on Friday, February 27th. One research 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 issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $283.14.

Insiders Place Their Bets

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

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is using its Formula 1 partnership to showcase Agentforce (AI agents) and illustrate how large-brand marketing can accelerate adoption and commercial awareness for its AI offerings. This supports Salesforce’s narrative of shifting from seat‑based software to “digital labor” revenue potential. Salesforce Uses Formula 1 Deal To Showcase Agentforce AI Growth Potential
• Positive Sentiment: Company messaging and product launches (Agentforce for Communications, new partnerships such as Asymbl and GoDaddy integrating MuleSoft) reinforce a strategic pivot to AI agents and higher‑value workflows — a growth narrative that can support longer‑term revenue re‑rating if adoption scales. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
• Neutral Sentiment: Analyst and market commentary is revisiting CRM’s valuation after recent share weakness; pieces outline arguments both for continued undervaluation and for cautious outlooks depending on AI conversion speed and margin mix. This drives trading volatility but not a clear directional signal. A Look At Salesforce (CRM) Valuation After Recent Share Price Weakness And Undervaluation Debate
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript) reiterates strategy, product roadmap and capital‑return priorities — useful for modelers but no new guidance that materially changes near‑term estimates. Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Coverage noting CRM as a “trending” stock and other media explainers (Zacks, TheStreet) increase attention but present mixed analyst actions and viewpoints — attention can lift liquidity but also amplify sell‑side target changes. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
• Neutral Sentiment: Partner ecosystem activity: Faye’s acquisition of CRM Science (a Salesforce partner) underscores ecosystem consolidation and reseller dynamics — generally supportive of services demand but not directly material to revenue guidance. Faye Acquires CRM Science, Award Winning Salesforce Partner
• Negative Sentiment: Piper Sandler trimmed its price target to $250 (from $280) despite maintaining an Overweight rating — analyst downgrades or target cuts increase near‑term downside risk by lowering benchmarks investors use to value CRM. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
• Negative Sentiment: Coverage highlighting startups and AI tools building bespoke CRMs signals a competitive threat: AI‑native vendors could displace legacy vendors in some segments faster than expected, pressuring growth and pricing power. Meet the Companies Vibe Coding Their Own CRMs

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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