GW Henssler & Associates Ltd. Sells 6,976 Shares of Salesforce Inc. $CRM

Key Points

• GW Henssler & Associates Ltd. reduced its Salesforce stake by 9.7% in the fourth quarter, selling 6,976 shares and leaving it with 64,693 shares valued at about $17.1 million.
• Salesforce reported strong quarterly results, with EPS of $3.88 versus estimates of $3.13 and revenue of $11.13 billion, while also issuing FY2027 and Q2 2027 guidance above current expectations.
• The company is returning cash to shareholders through a quarterly dividend of $0.44 per share and a $25 billion share repurchase program, signaling management confidence in the stock.

GW Henssler & Associates Ltd. lessened its stake in Salesforce Inc. (NYSE:CRM - Free Report) by 9.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 64,693 shares of the CRM provider's stock after selling 6,976 shares during the period. GW Henssler & Associates Ltd.'s holdings in Salesforce were worth $17,138,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Board of the Pension Protection Fund bought a new position in Salesforce during the 4th quarter valued at approximately $26,000. Key Capital Management INC bought a new position in Salesforce during the 4th quarter valued at approximately $26,000. Legacy Bridge LLC bought a new position in Salesforce during the 4th quarter valued at approximately $27,000. Texas Capital Bancshares Inc TX bought a new position in Salesforce during the 3rd quarter valued at approximately $28,000. Finally, Dogwood Wealth Management LLC raised its position in Salesforce by 285.7% during the 4th quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider's stock valued at $29,000 after purchasing an additional 80 shares during the last quarter. Institutional investors own 80.43% of the company's stock.

Salesforce Stock Up 9.5%

CRM stock opened at $209.33 on Tuesday. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $276.80. The business's 50 day moving average price is $181.06 and its two-hundred day moving average price is $210.11. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The company has a market capitalization of $171.44 billion, a price-to-earnings ratio of 24.23, a price-to-earnings-growth ratio of 1.27 and a beta of 1.16.

Salesforce (NYSE:CRM - Get Free Report) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping analysts' consensus estimates of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter in the prior year, the business earned $2.58 EPS. The business's revenue for the quarter was up 13.3% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, analysts forecast that Salesforce Inc. will post 9.72 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.44 per share. The ex-dividend date is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.8%. Salesforce's dividend payout ratio is 20.37%.

Salesforce announced that its board has authorized a stock repurchase program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization authorizes the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock repurchase programs are often a sign that the company's leadership believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of research firms have commented on CRM. JPMorgan Chase & Co. lowered their price target on Salesforce from $365.00 to $320.00 and set an "overweight" rating for the company in a research report on Thursday, February 26th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $250.00 price target on shares of Salesforce in a research report on Thursday, May 28th. Truist Financial set a $280.00 price target on Salesforce in a research report on Thursday, February 26th. Stifel Nicolaus lowered their price target on Salesforce from $300.00 to $250.00 and set a "buy" rating for the company in a research report on Thursday, February 26th. Finally, Mizuho lowered their price target on Salesforce from $280.00 to $265.00 and set an "outperform" rating for the company in a research report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $257.97.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is benefiting from a broader rebound in software stocks after Nvidia CEO Jensen Huang eased fears that AI will disrupt the software industry, giving CRM and peers a fresh tailwind. NOW, IBM, software stocks surge as Huang eases AI fears; analysts see more upside
• Positive Sentiment: Investors are also focused on Salesforce’s expanding AI strategy, including a reported Contentful acquisition and continued rollout of Agentforce and related enterprise AI tools, which reinforces the company’s growth narrative. CRM Stock Jumps Amid Software Rally — Company Expands AI Push With Contentful Acquisition
• Positive Sentiment: Recent earnings remain a key support for the stock: Salesforce beat on both EPS and revenue, posted strong year-over-year growth, and delivered solid cash flow, helping sustain investor confidence despite broader market volatility. Salesforce, Inc. (CRM) Beats on Earnings and Revenue
• Neutral Sentiment: Salesforce continues to attract heavy investor attention online, reflecting elevated interest in the stock, but the article did not add new fundamental information likely to move shares. Investors Heavily Search Salesforce, Inc. (CRM): Here is What You Need to Know
• Neutral Sentiment: A Zacks review of Salesforce’s international revenue exposure is mainly a reminder that a meaningful portion of sales comes from overseas markets, which can affect stability and growth, but it was not a fresh catalyst. Salesforce (CRM) Reliance on International Sales: What Investors Need to Know
• Negative Sentiment: Some commentary continues to question whether Salesforce can thrive in an AI-dominated software landscape, and BMO trimmed its price target after earnings, which suggests some caution remains around valuation and future upside. Is Salesforce (CRM) the Best Undervalued Stock to Buy According to the Financial Media?

Insider Buying and Selling

In related news, Director Laura Alber purchased 2,571 shares of the business's stock in a transaction that occurred on Thursday, March 19th. The shares were bought at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the purchase, the director directly owned 9,530 shares of the company's stock, valued at approximately $1,854,347.40. This represents a 36.94% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk purchased 2,570 shares of the business's stock in a transaction that occurred on Wednesday, March 18th. The stock was bought at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the purchase, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.50% of the stock is currently owned by corporate insiders.

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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