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

Key Points

• B. Metzler seel. Sohn & Co. AG cut its stake in Salesforce by 13% in Q4, selling 91,017 shares and leaving it with 611,484 shares valued at about $162.1M; institutional investors own roughly 80.4% of the stock.
• Salesforce beat Q4 estimates (EPS $3.81 vs. $3.05) with revenue of $11.2B (+12.1% y/y), raised its quarterly dividend to $0.44 and the board authorized a $25 billion share buyback while guiding FY27 EPS to 13.11–13.19.
• The company is pushing AI adoption—expanding its Google Cloud partnership, reporting strong Agentforce traction (cited ARR ~ $800M) and product upgrades—but investor sentiment is mixed due to AI-related SaaS revenue risks and varied analyst views despite notable insider and contrarian investor interest.

B. Metzler seel. Sohn & Co. AG reduced its stake in Salesforce Inc. (NYSE:CRM - Free Report) by 13.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 611,484 shares of the CRM provider's stock after selling 91,017 shares during the quarter. Salesforce accounts for 1.4% of B. Metzler seel. Sohn & Co. AG's investment portfolio, making the stock its 18th largest position. B. Metzler seel. Sohn & Co. AG owned 0.07% of Salesforce worth $162,078,000 as of its most recent filing with the SEC.

Other hedge funds have also recently made changes to their positions in the company. Marquette Asset Management LLC acquired a new position in Salesforce during the third quarter worth $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Salesforce in the fourth quarter valued at $26,000. Key Capital Management INC purchased a new stake in shares of Salesforce in the 4th quarter valued at $26,000. Legacy Bridge LLC purchased a new stake in shares of Salesforce in the 4th quarter valued at $27,000. Finally, Texas Capital Bancshares Inc TX purchased a new stake in shares of Salesforce in the 3rd quarter valued at $28,000. Hedge funds and other institutional investors own 80.43% of the company's stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Expanded Google Cloud partnership accelerates end-to-end AI agent deployments across Salesforce and Google tools, addressing fragmented data and making Agentforce + Gemini integrations more attractive to large customers. This can boost adoption and monetization of Agentforce. Salesforce and Google Cloud Enable AI Agents to Act Across Both Platforms with Deep Context and End-to-End Workflows
• Positive Sentiment: Strong Agentforce traction: usage-based pricing and enterprise adoption are driving rapid ARR growth (Agentforce ARR cited at ~$800M, high y/y growth and rising agentic actions), supporting a case for durable AI-driven revenue expansion. Salesforce: AI Is A True Acceleration Driver, Not A Hollow Rebrand
• Positive Sentiment: Product improvement: Agent Fabric upgrade adds centralized control, automated model discovery and governance—features that reduce enterprise friction for multi-vendor AI rollouts and help Salesforce compete on security and manageability. Salesforce Pushes Deeper Into Enterprise AI Control With Agent Fabric Upgrade
• Positive Sentiment: Notable investor interest: Michael Burry is building positions in software names, including plans to buy Salesforce at a discount — a high-profile contrarian vote of confidence that can attract value-minded buyers. Michael Burry plans to buy Salesforce stock for crucial reason
• Positive Sentiment: Analyst support: Truist reaffirmed a Buy after TDX, and coverage highlighting the company as a large-cap buy suggests some analyst conviction behind the rally. Is Salesforce (CRM) One of the Best Large Cap Stocks to Buy Right Now?
• Neutral Sentiment: Short-term momentum/market commentary: Zacks pieces explain why CRM outpaced the market and why it scores as a momentum stock—useful framing for traders but not new fundamental data. Why Salesforce (CRM) Outpaced the Stock Market Today
• Neutral Sentiment: Competitive comparison: Coverage contrasting Salesforce with Adobe highlights areas where Adobe may have an edge on valuation or EPS outlook—an important context for relative valuation debates but not an immediate operational shift. Salesforce vs. Adobe: Which AI-Driven Software Stock Has an Edge?
• Negative Sentiment: Investor caution over AI disruption: Vulcan Value Partners and other commentary flagged AI risks to traditional seat-based SaaS revenue, which has pressured sentiment and contributed to the year-to-date drawdown. That narrative can keep downside risk elevated until visibility on new pricing models is proven. AI Disruption Fears Pressured Salesforce (CRM) in Q1
• Negative Sentiment: Ongoing negative headlines and YTD weakness: Multiple outlets note CRM’s significant YTD decline and “SaaSpocalypse” commentary; CEO pushback helps sentiment but does not eliminate short-term execution and valuation concerns. Salesforce CEO Marc Benioff thinks ‘SaaSpocalypse’ bears are ‘dead wrong’

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Wall Street Zen cut Salesforce from a "buy" rating to a "hold" rating in a report on Saturday, April 18th. The Goldman Sachs Group reiterated a "buy" rating and set a $281.00 price target on shares of Salesforce in a research note on Thursday, February 26th. Cantor Fitzgerald reissued an "overweight" rating on shares of Salesforce in a research note on Thursday, February 26th. Royal Bank Of Canada dropped their price objective on shares of Salesforce from $290.00 to $210.00 and set a "sector perform" rating for the company in a report on Thursday, February 26th. Finally, Mizuho cut their target price on shares of Salesforce from $280.00 to $265.00 and set an "outperform" rating on the stock in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Salesforce currently has an average rating of "Moderate Buy" and a consensus target price of $279.18.

Insider Buying and Selling at Salesforce

In other news, Director Laura Alber bought 2,571 shares of the stock in a transaction that occurred on Thursday, March 19th. The stock was purchased at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the purchase, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David Blair Kirk bought 2,570 shares of the company's stock in a transaction that occurred on Wednesday, March 18th. The stock was acquired at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the acquisition, the director directly owned 13,689 shares of the company's stock, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is currently owned by insiders.

Salesforce Stock Performance

Shares of Salesforce stock opened at $189.91 on Thursday. The business has a 50-day simple moving average of $187.68 and a 200-day simple moving average of $222.98. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. Salesforce Inc. has a one year low of $163.52 and a one year high of $296.05. The company has a market cap of $155.39 billion, a PE ratio of 24.32, a P/E/G ratio of 1.36 and a beta of 1.29.

Salesforce (NYSE:CRM - Get Free Report) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share 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 firm had revenue of $11.20 billion for the quarter, compared to analysts' expectations of $11.18 billion. During the same quarter last year, the company earned $2.78 earnings per share. 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, equities research analysts forecast that Salesforce Inc. will post 9.71 EPS for the current fiscal year.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, April 9th. This is a positive change from Salesforce's previous quarterly dividend of $0.42. Salesforce's dividend payout ratio (DPR) is 22.54%.

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

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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