Vanguard Personalized Indexing Management LLC Has $30.94 Million Stock Position in Salesforce Inc. $CRM

Key Points

• Vanguard Personalized Indexing Management LLC increased its Salesforce position by 4.3% in the fourth quarter, adding 4,788 shares to bring its total holding to 116,780 shares worth about $30.94 million.
• Salesforce’s latest quarter topped expectations, with EPS of $3.88 on $11.13 billion in revenue, while AI-related growth remained a key highlight as AI/data ARR rose to $3.4 billion and Agentforce reached $1.2 billion in ARR.
• The company is supporting shareholders with a $25 billion buyback authorization and a new quarterly dividend of $0.44 per share, even as the stock trades near its 52-week low and analysts keep a Moderate Buy consensus with an average target of $259.26.

Vanguard Personalized Indexing Management LLC lifted its position in Salesforce Inc. (NYSE:CRM - Free Report) by 4.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 116,780 shares of the CRM provider's stock after acquiring an additional 4,788 shares during the period. Vanguard Personalized Indexing Management LLC's holdings in Salesforce were worth $30,936,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Commonwealth Retirement Investments LLC acquired a new position in Salesforce in the 4th quarter worth approximately $25,000. Board of the Pension Protection Fund acquired a new stake in Salesforce during the 4th quarter valued at $26,000. Key Capital Management INC purchased a new stake in shares of Salesforce in the fourth quarter valued at $26,000. Gilpin Wealth Management LLC purchased a new stake in shares of Salesforce in the fourth quarter valued at $26,000. Finally, Legacy Bridge LLC acquired a new stake in shares of Salesforce in the fourth quarter worth $27,000. Hedge funds and other institutional investors own 80.43% of the company's stock.

Insider Transactions at Salesforce

In related news, Director Laura Alber bought 2,571 shares of the firm's stock in a transaction on Thursday, March 19th. The stock was purchased at an average price of $194.58 per share, with a total value of $500,265.18. Following the completion of the transaction, the director directly owned 9,530 shares of the company's stock, valued at $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director David Blair Kirk bought 2,570 shares of the firm's stock in a transaction on Wednesday, March 18th. The shares were bought at an average cost of $194.62 per share, with a total value of $500,173.40. Following the transaction, the director directly owned 13,689 shares of the company's stock, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Corporate insiders own 3.50% of the company's stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

Salesforce Price Performance

NYSE CRM opened at $166.07 on Monday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $136.01 billion, a PE ratio of 19.22, a price-to-earnings-growth ratio of 1.03 and a beta of 1.16. Salesforce Inc. has a 12-month low of $161.40 and a 12-month high of $276.80. The company has a 50 day moving average price of $180.10 and a two-hundred day moving average price of $206.75.

Salesforce (NYSE:CRM - Get Free Report) last released its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, beating analysts' consensus estimates of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter last year, the firm earned $2.58 EPS. Salesforce's revenue for the quarter was up 13.3% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, equities analysts predict that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce declared that its board has initiated a share repurchase plan on Monday, March 16th that permits the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's management believes its stock is undervalued.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be given a $0.44 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.1%. Salesforce's payout ratio is currently 20.37%.

Wall Street Analysts Forecast Growth

CRM has been the topic of several recent analyst reports. Truist Financial set a $280.00 price target on Salesforce in a research report on Thursday, February 26th. Barclays decreased their price objective on Salesforce from $252.00 to $236.00 and set an "overweight" rating for the company in a research report on Thursday, May 28th. UBS Group reiterated a "market outperform" rating on shares of Salesforce in a report on Thursday, May 28th. Citizens Jmp reissued a "market outperform" rating and issued a $315.00 price target on shares of Salesforce in a research report on Thursday, May 28th. Finally, Needham & Company LLC restated a "buy" rating and set a $400.00 price target on shares of Salesforce in a report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $259.26.

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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