Vinva Investment Management Ltd Buys 15,719 Shares of Salesforce Inc. $CRM

Key Points

• Vinva Investment Management boosted its Salesforce stake by 24.9%, purchasing 15,719 shares to own 78,838 shares valued at about $19.32 million after Q3.
• Salesforce reported an earnings beat—Q EPS $3.81 vs. $3.05 expected and revenue $11.20B (+12.1% YoY)—and set FY2027 EPS guidance of 13.110–13.190 while announcing a $0.44 quarterly dividend (up from $0.42) and a $50B buyback program.
• Insider and institutional activity: Director Neelie Kroes sold 3,893 shares (~$929K) and director David Blair Kirk bought 1,936 shares (~$501K); institutional investors own about 80.4% of the stock and corporate insiders about 3.0%.

Vinva Investment Management Ltd boosted its stake in Salesforce Inc. (NYSE:CRM - Free Report) by 24.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 78,838 shares of the CRM provider's stock after purchasing an additional 15,719 shares during the quarter. Vinva Investment Management Ltd's holdings in Salesforce were worth $19,323,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of CRM. Marquette Asset Management LLC bought a new position in shares of Salesforce in the 3rd quarter worth $26,000. Evolution Wealth Management Inc. bought a new stake in shares of Salesforce during the 2nd quarter worth $27,000. Country Trust Bank lifted its holdings in shares of Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider's stock worth $35,000 after acquiring an additional 112 shares during the last quarter. Decker Retirement Planning Inc. grew its position in Salesforce by 284.6% in the second quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider's stock worth $41,000 after acquiring an additional 111 shares in the last quarter. Finally, Capital A Wealth Management LLC grew its position in Salesforce by 40.9% in the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider's stock worth $41,000 after acquiring an additional 45 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Neelie Kroes sold 3,893 shares of the firm's 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 transaction, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David Blair Kirk bought 1,936 shares of the firm's stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average cost of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the purchase, the director owned 10,677 shares of the company's stock, valued at $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.00% of the company's stock.

Salesforce Stock Up 0.3%

Shares of NYSE:CRM opened at $202.04 on Friday. The stock has a market capitalization of $186.48 billion, a P/E ratio of 25.87, a price-to-earnings-growth ratio of 1.47 and a beta of 1.29. The stock's 50-day moving average price is $217.21 and its 200-day moving average price is $236.86. The company has a current ratio of 0.76, a quick ratio of 0.98 and a debt-to-equity ratio of 0.18. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $296.05.

Salesforce (NYSE:CRM - Get Free Report) last released its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating analysts' consensus estimates of $3.05 by $0.76. The company had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.Salesforce's revenue for the quarter was up 12.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.78 EPS. 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 analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

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

Salesforce News Roundup

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

Analysts Set New Price Targets

CRM has been the topic of a number of research reports. Arete Research upgraded Salesforce to a "strong-buy" rating in a research report on Thursday, December 11th. Barclays cut their price objective on Salesforce from $265.00 to $252.00 and set an "overweight" rating for the company in a report on Thursday, February 26th. JPMorgan Chase & Co. reduced their price objective on Salesforce from $365.00 to $320.00 and set an "overweight" rating on the stock in a research report on Thursday, February 26th. Citizens Jmp reissued a "market outperform" rating and set a $430.00 price objective on shares of Salesforce in a report on Tuesday, December 2nd. Finally, TD Cowen dropped their target price on Salesforce from $325.00 to $250.00 and set a "buy" rating for the company in a research report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $283.14.

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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