Salesforce Inc. $CRM is Windward Capital Management Co. CA’s 4th Largest Position

Windward Capital Management Co. CA trimmed its holdings in shares of Salesforce Inc. (NYSE:CRM) by 0.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 190,934 shares of the CRM provider’s stock after selling 1,043 shares during the period. Salesforce makes up about 4.4% of Windward Capital Management Co. CA’s portfolio, making the stock its 4th biggest position. Windward Capital Management Co. CA’s holdings in Salesforce were worth $52,066,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Coign Capital Advisors LLC lifted its position in Salesforce by 1.7% during the first quarter. Coign Capital Advisors LLC now owns 2,183 shares of the CRM provider’s stock valued at $586,000 after purchasing an additional 37 shares during the period. Staley Capital Advisers Inc. raised its stake in shares of Salesforce by 1.1% during the 1st quarter. Staley Capital Advisers Inc. now owns 3,343 shares of the CRM provider’s stock valued at $897,000 after buying an additional 38 shares during the last quarter. KDT Advisors LLC raised its stake in shares of Salesforce by 4.1% during the 1st quarter. KDT Advisors LLC now owns 967 shares of the CRM provider’s stock valued at $260,000 after buying an additional 38 shares during the last quarter. Scott & Selber Inc. lifted its holdings in shares of Salesforce by 0.7% in the 2nd quarter. Scott & Selber Inc. now owns 5,850 shares of the CRM provider’s stock valued at $1,595,000 after buying an additional 39 shares during the period. Finally, Hanson & Doremus Investment Management boosted its stake in shares of Salesforce by 6.9% in the second quarter. Hanson & Doremus Investment Management now owns 607 shares of the CRM provider’s stock worth $166,000 after buying an additional 39 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Salesforce

In related news, CEO Marc Benioff sold 122 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $259.00, for a total value of $31,598.00. Following the completion of the transaction, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. This represents a 0.00% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders sold 58,622 shares of company stock worth $14,501,123 in the last three months. 3.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on CRM. Bank of America reduced their price target on Salesforce from $325.00 to $305.00 and set a “buy” rating for the company in a research report on Monday, November 17th. Needham & Company LLC restated a “buy” rating and issued a $400.00 price objective on shares of Salesforce in a research report on Thursday, October 16th. DA Davidson reaffirmed a “neutral” rating and set a $225.00 price objective on shares of Salesforce in a research note on Thursday, October 16th. BMO Capital Markets cut their target price on shares of Salesforce from $335.00 to $280.00 and set an “outperform” rating for the company in a report on Thursday, September 4th. Finally, Northland Securities downgraded shares of Salesforce from an “outperform” rating to a “market perform” rating and set a $264.00 price target on the stock. in a report on Tuesday, October 14th. Twenty-five equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $323.51.

Salesforce Trading Up 0.6%

Shares of CRM stock opened at $226.75 on Monday. Salesforce Inc. has a 1-year low of $221.96 and a 1-year high of $369.00. The company has a market cap of $215.87 billion, a price-to-earnings ratio of 32.96, a PEG ratio of 2.11 and a beta of 1.19. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.12 and a quick ratio of 1.12. The stock has a 50 day simple moving average of $244.80 and a 200-day simple moving average of $255.94.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.78 by $0.13. The firm had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $10.14 billion. Salesforce had a net margin of 16.87% and a return on equity of 13.27%. The firm’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same quarter last year, the company earned $2.56 EPS. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. On average, equities research analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 9th. Shareholders of record on Wednesday, September 17th were issued a dividend of $0.416 per share. The ex-dividend date of this dividend was Wednesday, September 17th. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. Salesforce’s dividend payout ratio is presently 24.13%.

Salesforce Profile

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.