Sustainable Growth Advisers LP Has $567.26 Million Position in Salesforce Inc. $CRM

Posted by Francis Steltz on Jun 3rd, 2026

Sustainable Growth Advisers LP grew its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 5.3% in the fourth quarter, Holdings Channel reports. The firm owned 2,141,335 shares of the CRM provider’s stock after buying an additional 106,964 shares during the quarter. Salesforce accounts for about 3.9% of Sustainable Growth Advisers LP’s portfolio, making the stock its 8th biggest position. Sustainable Growth Advisers LP’s holdings in Salesforce were worth $567,261,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Board of the Pension Protection Fund bought a new stake in shares of Salesforce in the 4th quarter worth $26,000. Key Capital Management INC bought a new stake in shares of Salesforce in the 4th quarter worth $26,000. Legacy Bridge LLC bought a new stake in shares of Salesforce in the 4th quarter worth $27,000. Dogwood Wealth Management LLC increased its holdings in shares of Salesforce by 285.7% in the 4th quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock worth $29,000 after purchasing an additional 80 shares in the last quarter. Finally, Texas Capital Bancshares Inc TX bought a new stake in shares of Salesforce in the 3rd quarter worth $28,000. Institutional investors own 80.43% of the company’s stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce is benefiting from a broader rebound in software stocks after Nvidia CEO Jensen Huang eased fears that AI will disrupt the software industry, giving CRM and peers a fresh tailwind. NOW, IBM, software stocks surge as Huang eases AI fears; analysts see more upside
Positive Sentiment: Investors are also focused on Salesforce’s expanding AI strategy, including a reported Contentful acquisition and continued rollout of Agentforce and related enterprise AI tools, which reinforces the company’s growth narrative. CRM Stock Jumps Amid Software Rally — Company Expands AI Push With Contentful Acquisition
Positive Sentiment: Recent earnings remain a key support for the stock: Salesforce beat on both EPS and revenue, posted strong year-over-year growth, and delivered solid cash flow, helping sustain investor confidence despite broader market volatility. Salesforce, Inc. (CRM) Beats on Earnings and Revenue
Neutral Sentiment: Salesforce continues to attract heavy investor attention online, reflecting elevated interest in the stock, but the article did not add new fundamental information likely to move shares. Investors Heavily Search Salesforce, Inc. (CRM): Here is What You Need to Know
Neutral Sentiment: A Zacks review of Salesforce’s international revenue exposure is mainly a reminder that a meaningful portion of sales comes from overseas markets, which can affect stability and growth, but it was not a fresh catalyst. Salesforce (CRM) Reliance on International Sales: What Investors Need to Know
Negative Sentiment: Some commentary continues to question whether Salesforce can thrive in an AI-dominated software landscape, and BMO trimmed its price target after earnings, which suggests some caution remains around valuation and future upside. Is Salesforce (CRM) the Best Undervalued Stock to Buy According to the Financial Media?

Insider Activity

In other Salesforce news, Director Laura Alber acquired 2,571 shares of the stock in a transaction dated Thursday, March 19th. The shares were acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, the director directly owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director David Blair Kirk acquired 2,570 shares of the stock in a transaction dated Wednesday, March 18th. The stock was acquired at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the transaction, the director directly owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.50% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts recently commented on CRM shares. Wedbush reaffirmed an “outperform” rating and issued a $325.00 price objective on shares of Salesforce in a report on Thursday, May 28th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $315.00 price objective on shares of Salesforce in a report on Thursday, May 28th. Weiss Ratings lowered Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, May 20th. Barclays cut their price objective on Salesforce from $252.00 to $236.00 and set an “overweight” rating for the company in a report on Thursday, May 28th. Finally, Mizuho cut their price objective on Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and a consensus price target of $257.97.

Read Our Latest Stock Analysis on Salesforce

Salesforce Stock Performance

NYSE:CRM opened at $209.33 on Tuesday. The stock has a 50-day simple moving average of $181.06 and a two-hundred day simple moving average of $210.11. Salesforce Inc. has a 52-week low of $163.52 and a 52-week high of $276.80. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The firm has a market capitalization of $171.44 billion, a PE ratio of 24.23, a P/E/G ratio of 1.27 and a beta of 1.16.

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 (EPS) for the quarter, beating the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The business had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. During the same quarter in the previous year, the company posted $2.58 earnings per share. 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. Analysts forecast that Salesforce Inc. will post 9.72 EPS for the current year.

Salesforce declared that its Board of Directors has approved a stock buyback plan on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to purchase up to 14.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are 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 issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s payout ratio is currently 20.37%.

Salesforce Profile

(Free Report)

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.