Salesforce Inc. $CRM Shares Bought by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG increased its stake in Salesforce by 10.0% in Q3 to 702,501 shares (about $166.5M), making CRM its 17th largest holding while institutional investors own roughly 80.4% of the company.
• Salesforce beat expectations with Q EPS of $3.81 versus $3.05 and $11.20B revenue (+12.1% YoY), set FY2027 EPS guidance of 13.110–13.190, and announced a $50B buyback plus a raised quarterly dividend to $0.44, reinforcing improving market sentiment.
• Corporate insiders showed mixed activity (one director bought 1,936 shares at $258.64 while another sold 3,893 shares), and analysts maintain a consensus "Moderate Buy" with a $283.14 average target price.

B. Metzler seel. Sohn & Co. AG raised its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 10.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 702,501 shares of the CRM provider's stock after purchasing an additional 63,641 shares during the quarter. Salesforce comprises 1.5% of B. Metzler seel. Sohn & Co. AG's portfolio, making the stock its 17th largest holding. B. Metzler seel. Sohn & Co. AG owned about 0.07% of Salesforce worth $166,493,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the business. Brighton Jones LLC grew its holdings in shares of Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider's stock worth $8,582,000 after acquiring an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider's stock valued at $611,000 after purchasing an additional 205 shares during the period. Bison Wealth LLC lifted its position in Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider's stock worth $747,000 after buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of 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 acquiring an additional 106 shares in the last quarter. Finally, United Bank lifted its holdings in shares of Salesforce by 5.2% during the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider's stock valued at $2,781,000 after buying an additional 500 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company's stock.

More 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 Buying and Selling

In other news, Director David Blair Kirk acquired 1,936 shares of Salesforce stock in a transaction that occurred on Wednesday, December 17th. The shares were acquired at an average price of $258.64 per share, with a total value of $500,727.04. Following the purchase, 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 ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 3.00% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on CRM shares. BTIG Research reduced their price objective on shares of Salesforce from $260.00 to $255.00 and set a "buy" rating for the company in a research note on Thursday, February 26th. Citigroup boosted their target price on shares of Salesforce from $197.00 to $200.00 and gave the stock a "neutral" rating in a research report on Monday, March 2nd. Stifel Nicolaus cut their price target on Salesforce from $300.00 to $250.00 and set a "buy" rating for the company in a report on Thursday, February 26th. DA Davidson reduced their price objective on shares of Salesforce from $235.00 to $200.00 and set a "neutral" rating for the company in a report on Friday, February 27th. Finally, Wall Street Zen upgraded Salesforce from a "hold" rating to a "buy" rating in a research report on Friday, November 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $283.14.

Salesforce Stock Up 0.3%

Shares of CRM opened at $202.04 on Friday. The firm has a market capitalization of $186.48 billion, a price-to-earnings ratio of 25.87, a PEG ratio of 1.47 and a beta of 1.29. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $296.05. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.98 and a current ratio of 0.76. The business's fifty day moving average price is $217.21 and its two-hundred day moving average price is $236.86.

Salesforce (NYSE:CRM - Get Free Report) last released its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the prior year, the company posted $2.78 EPS. The company'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, analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be paid a $0.44 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This is a positive change from Salesforce's previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a yield of 0.9%. Salesforce's payout ratio is currently 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.

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