Korea Investment CORP Has $172.98 Million Holdings in Salesforce Inc. $CRM

Key Points

• Korea Investment CORP trimmed its stake in Salesforce by 10.9%, selling 88,883 shares and leaving it with 729,866 shares worth $172.98 million per its latest 13F filing.
• Salesforce beat quarterly expectations with $3.81 EPS vs. $3.05 consensus and $11.20 billion revenue (+12.1% y/y), set FY2027 EPS guidance around 13.11–13.19, and announced a $50 billion buyback that has helped lift investor sentiment.
• The company raised its quarterly dividend to $0.44 per share (annualized $1.76, ~0.9% yield), and the stock carries a MarketBeat consensus of "Moderate Buy" with a $283.14 target despite mixed analyst price‑target moves.

Korea Investment CORP lessened its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 10.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 729,866 shares of the CRM provider's stock after selling 88,883 shares during the quarter. Korea Investment CORP owned 0.08% of Salesforce worth $172,978,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Marquette Asset Management LLC acquired a new stake in Salesforce in the 3rd quarter valued at $26,000. Evolution Wealth Management Inc. acquired a new position in shares of Salesforce during the 2nd quarter worth about $27,000. Country Trust Bank boosted its stake in shares of Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider's stock worth $35,000 after buying an additional 112 shares during the last quarter. Decker Retirement Planning Inc. grew its holdings in shares of Salesforce by 284.6% in the 2nd quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider's stock valued at $41,000 after acquiring an additional 111 shares in the last quarter. Finally, Capital A Wealth Management LLC increased its position in shares of Salesforce by 40.9% in the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider's stock valued at $41,000 after acquiring an additional 45 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company's stock.

Salesforce Stock Up 0.3%

CRM stock opened at $202.04 on Friday. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $296.05. The business's 50 day simple moving average is $217.21 and its 200 day simple moving average is $236.86. The company has a current ratio of 0.76, a quick ratio of 0.98 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $186.48 billion, a PE ratio of 25.87, a PEG ratio of 1.47 and a beta of 1.29.

Salesforce (NYSE:CRM - Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The business had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same quarter last year, the firm posted $2.78 EPS. The company's quarterly revenue was up 12.1% on a year-over-year basis. 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, research analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a dividend of $0.44 per share. 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%. This is a boost from Salesforce's previous quarterly dividend of $0.42. Salesforce's dividend payout ratio is 21.25%.

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

Insider Activity

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the firm's stock in a transaction that occurred 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 sale, 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 legal filing with the SEC, which is available at this hyperlink. Also, Director David Blair Kirk bought 1,936 shares of the firm's stock in a transaction dated Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the transaction, the director directly owned 10,677 shares of the company's stock, valued at $2,761,499.28. The trade was a 22.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.00% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on CRM. Royal Bank Of Canada dropped their target price on Salesforce from $290.00 to $210.00 and set a "sector perform" rating on the stock in a report on Thursday, February 26th. Needham & Company LLC reaffirmed a "buy" rating and set a $400.00 price target on shares of Salesforce in a research report on Thursday, February 26th. Oppenheimer dropped their price objective on Salesforce from $275.00 to $250.00 and set an "outperform" rating on the stock in a research note on Thursday, February 26th. Citigroup increased their price objective on Salesforce from $197.00 to $200.00 and gave the company a "neutral" rating in a report on Monday, March 2nd. Finally, Wall Street Zen raised shares of Salesforce from a "hold" rating to a "buy" rating in a research note on Friday, November 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $283.14.

Salesforce 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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