PKO Investment Management Joint Stock Co Has $1.85 Million Position in Salesforce Inc. $CRM

Key Points

• PKO Investment Management cut its stake in Salesforce by 50.0% in Q4, selling 7,000 shares and retaining 7,000 shares now valued at about $1.85 million.
• Salesforce announced a $25 billion share buyback, raised its quarterly dividend to $0.44, and reported a quarterly EPS beat ($3.81 vs. $3.05) while issuing FY27 guidance of 13.11–13.19 EPS.
• Insiders showed confidence: directors David Blair Kirk and Laura Alber each bought roughly 2,570 shares at about $194.60, materially increasing their personal stakes in the company.

PKO Investment Management Joint Stock Co lessened its stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 50.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,000 shares of the CRM provider's stock after selling 7,000 shares during the period. PKO Investment Management Joint Stock Co's holdings in Salesforce were worth $1,854,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of CRM. Souders Financial Advisors lifted its position in Salesforce by 6.7% during the 4th quarter. Souders Financial Advisors now owns 4,124 shares of the CRM provider's stock worth $1,092,000 after acquiring an additional 260 shares during the last quarter. Legacy Edge Advisors LLC bought a new stake in Salesforce during the fourth quarter valued at about $434,000. CX Institutional grew its position in shares of Salesforce by 7.5% in the fourth quarter. CX Institutional now owns 46,434 shares of the CRM provider's stock valued at $12,301,000 after purchasing an additional 3,248 shares during the last quarter. Sandro Wealth Management LLC acquired a new stake in shares of Salesforce in the fourth quarter valued at about $537,000. Finally, LMG Wealth Partners LLC increased its stake in shares of Salesforce by 5.8% in the fourth quarter. LMG Wealth Partners LLC now owns 7,485 shares of the CRM provider's stock worth $1,983,000 after purchasing an additional 412 shares during the period. Institutional investors own 80.43% of the company's stock.

Insiders Place Their Bets

In other news, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of the transaction, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Laura Alber purchased 2,571 shares of the firm's stock in a transaction on Thursday, March 19th. The shares were acquired 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.00% of the company's stock.

Salesforce Stock Up 4.2%

CRM stock opened at $183.98 on Friday. Salesforce Inc. has a twelve month low of $163.52 and a twelve month high of $296.05. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The company has a market cap of $150.54 billion, a PE ratio of 23.56, a price-to-earnings-growth ratio of 1.28 and a beta of 1.14. The business's 50-day simple moving average is $186.67 and its 200 day simple moving average is $220.25.

Salesforce (NYSE:CRM - Get Free Report) last posted 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 return on equity of 15.38% and a net margin of 17.96%.The firm had revenue of $11.20 billion during the quarter, compared to analysts' expectations of $11.18 billion. During the same quarter in the prior year, the firm posted $2.78 EPS. The company's revenue for the quarter 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. On average, research analysts anticipate that Salesforce Inc. will post 9.71 earnings per share for the current year.

Salesforce declared that its board has initiated a stock buyback program on Monday, March 16th that allows the company to repurchase $25.00 billion in shares. This repurchase authorization allows the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company's leadership believes its stock is undervalued.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th were given a dividend of $0.44 per share. This is a boost from Salesforce's previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Thursday, April 9th. Salesforce's dividend payout ratio (DPR) is presently 22.54%.

Analyst Ratings Changes

Several research firms recently weighed in on CRM. Northland Securities cut their price objective on Salesforce from $267.00 to $229.00 and set a "market perform" rating for the company in a research report on Tuesday, March 10th. Jefferies Financial Group lowered their target price on Salesforce from $375.00 to $250.00 and set a "buy" rating on the stock in a report on Monday, February 23rd. JPMorgan Chase & Co. cut their price target on Salesforce from $365.00 to $320.00 and set an "overweight" rating for the company in a report on Thursday, February 26th. Royal Bank Of Canada reduced their price objective on Salesforce from $290.00 to $210.00 and set a "sector perform" rating for the company in a research report on Thursday, February 26th. Finally, Stifel Nicolaus lowered their price objective on shares of Salesforce from $300.00 to $250.00 and set a "buy" rating on the stock in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $279.18.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched Agentforce Operations to fix agent workflow failures — Salesforce unveiled Agentforce Operations to orchestrate and harden the workflows that break enterprise AI agents, addressing a core scalability and reliability issue for customers. This product move directly targets enterprise demand for reliable AI automation and can improve retention and upsell. Salesforce launches Agentforce Operations to fix the workflows breaking enterprise AI
• Positive Sentiment: Big AI hiring push and deeper ecosystem bets — Salesforce announced a program to recruit 1,000 new graduates into AI roles and is expanding partner bets (notably a deeper Google Cloud tie-up and an early Anthropic investment). Those moves bolster execution capacity and give Salesforce access to third‑party models/compute, supporting its positioning as an AI-first workflow platform. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Positive Sentiment: Crowdsourcing AI roadmap with customers — Salesforce is inviting customers into its AI roadmap process, which can accelerate product-market fit, shorten feedback loops, and lower execution risk for new AI features. That helps protect long‑term revenue trajectories as the company embeds AI into core CRM workflows. Salesforce is crowdsourcing its AI roadmap — with customers
• Positive Sentiment: AI being embedded across CRM workflows (industry validation) — Coverage noting Salesforce and Microsoft pushing AI deeper into CRM workflows signals broad market adoption and competitive validation of Salesforce’s strategy. That supports recurring revenue growth if customers adopt agentized workflows at scale. Salesforce and Microsoft push AI deeper into CRM workflows
• Neutral Sentiment: Wall‑street/sector context — Morgan Stanley remains bullish on select SaaS names amid the broader software pullback; this helps sector sentiment but is not an immediate company‑specific catalyst. Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
• Neutral Sentiment: Antitrust/legal action around Slack vs Microsoft — Salesforce’s Slack unit has sued Microsoft in London alleging anticompetitive behavior; legal outcomes are uncertain and timing is long‑dated, so immediate revenue impact is unclear. Salesforce (CRM) Stock In Focus After Slack Targets Microsoft In Court
• Negative Sentiment: Organizational restructuring and workforce reductions — Salesforce is reorganizing with leadership changes and some reductions even as it hires for AI roles; layoffs and exec churn raise short‑term execution and morale risk. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Negative Sentiment: Recent short‑term weakness — reporting showed a recent close decline (~‑2.6% in a prior session), highlighting near‑term volatility as investors debate AI execution vs. valuation. Salesforce (CRM) Stock Sinks As Market Gains: Here's Why

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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