Orion Porfolio Solutions LLC Reduces Position in Salesforce Inc. $CRM

Key Points

• Orion Portfolio Solutions LLC reduced its stake in Salesforce by 9.6% in the third quarter, selling 8,394 shares and leaving it with 79,422 shares valued at about $18.82 million.
• Salesforce is emphasizing a strategic pivot to AI agents (Agentforce), leveraging its Formula 1 partnership and new integrations to accelerate adoption and shift revenue toward higher‑value "digital labor" offerings.
• Financial and market signals are mixed but constructive: Salesforce beat Q results (EPS $3.81 vs. $3.05; revenue $11.20B), set FY27 guidance, saw analyst target changes with a consensus "Moderate Buy" and $283.14 target, and raised its quarterly dividend to $0.44.

Orion Porfolio Solutions LLC reduced its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 9.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,422 shares of the CRM provider's stock after selling 8,394 shares during the period. Orion Porfolio Solutions LLC's holdings in Salesforce were worth $18,823,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider's stock valued at $8,582,000 after buying an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider's stock valued at $611,000 after acquiring an additional 205 shares during the last quarter. Bison Wealth LLC grew its holdings in shares of Salesforce by 9.0% in 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 period. Sivia Capital Partners LLC increased its position in 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 last quarter. Finally, United Bank raised its stake in 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. Hedge funds and other institutional investors own 80.43% of the company's stock.

Salesforce News Roundup

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

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. The Goldman Sachs Group reissued a "buy" rating and issued a $281.00 price target on shares of Salesforce in a research note on Thursday, February 26th. Morgan Stanley cut their target price on Salesforce from $398.00 to $287.00 and set an "overweight" rating for the company in a research note on Monday, February 23rd. UBS Group reduced their target price on Salesforce from $260.00 to $200.00 and set a "neutral" rating on the stock in a research report on Tuesday, February 17th. Arete Research upgraded Salesforce to a "strong-buy" rating in a report on Thursday, December 11th. Finally, Robert W. Baird reduced their price objective on shares of Salesforce from $325.00 to $315.00 and set an "outperform" rating on the stock in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Salesforce presently has a consensus rating of "Moderate Buy" and a consensus target price of $283.14.

Insider Transactions at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director directly owned 7,299 shares of the company's stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director G Mason Morfit acquired 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The stock was purchased at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the acquisition, the director directly owned 2,994,509 shares in the company, valued at approximately $780,309,155.22. This represents a 3.31% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.00% of the company's stock.

Salesforce Price Performance

Salesforce stock opened at $193.15 on Thursday. The firm has a market cap of $178.28 billion, a PE ratio of 24.73, a price-to-earnings-growth ratio of 1.43 and a beta of 1.29. Salesforce Inc. has a 52-week low of $174.57 and a 52-week high of $298.08. The company has a quick ratio of 0.98, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The company's 50 day moving average is $219.76 and its two-hundred day moving average is $237.46.

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

Salesforce Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a $0.44 dividend. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, April 9th. This is a boost from Salesforce's previous quarterly dividend of $0.42. Salesforce's dividend payout ratio (DPR) is 21.25%.

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.

Want to see what other hedge funds are holding CRM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Salesforce Inc. (NYSE:CRM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.