Glassy Mountain Advisors Inc. Has $4.15 Million Stock Holdings in Salesforce Inc. $CRM

Glassy Mountain Advisors Inc. lifted its holdings in Salesforce Inc. (NYSE:CRM) by 21.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 15,656 shares of the CRM provider’s stock after buying an additional 2,764 shares during the quarter. Glassy Mountain Advisors Inc.’s holdings in Salesforce were worth $4,147,000 as of its most recent SEC filing.

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

Insider Buying and Selling at Salesforce

In other Salesforce news, Director David Blair Kirk acquired 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 transaction, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Laura Alber acquired 2,571 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The shares were acquired 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 owned 9,530 shares in the company, valued at $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.50% of the company’s stock.

Salesforce Stock Performance

CRM opened at $190.96 on Thursday. The firm has a market cap of $156.39 billion, a P/E ratio of 22.10, a price-to-earnings-growth ratio of 1.31 and a beta of 1.16. 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 business’s fifty day moving average is $181.09 and its 200-day moving average is $209.45.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.Salesforce’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the prior year, the firm posted $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Sell-side analysts expect that Salesforce Inc. will post 9.83 EPS for the current fiscal year.

Salesforce declared that its board has approved a stock repurchase plan on Monday, March 16th that permits the company to repurchase $25.00 billion in 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 usually a sign that the company’s management believes its shares are undervalued.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders 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 dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s dividend payout ratio is 20.37%.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on CRM shares. Bank of America started coverage on Salesforce in a research note on Monday, May 18th. They issued an “underperform” rating and a $160.00 target price on the stock. Stifel Nicolaus cut their target price on Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Sanford C. Bernstein dropped their price objective on Salesforce from $194.00 to $173.00 and set an “underperform” rating on the stock in a research note on Thursday, May 28th. BTIG Research reiterated a “buy” rating and set a $255.00 price objective on shares of Salesforce in a research note on Tuesday, May 26th. Finally, Barclays dropped their price objective on Salesforce from $252.00 to $236.00 and set an “overweight” rating on the stock in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $257.97.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s Agentforce annual recurring revenue reportedly topped $1 billion and reached about $1.2 billion in Q1, up 205% year over year, reinforcing the view that the company’s AI automation push is gaining real traction and could drive future growth. Salesforce’s Agentforce ARR Tops $1B: Can It Fuel More Growth for CRM?
• Positive Sentiment: Analyst and market commentary remains constructive, with reports noting a potential catch-up rally, bullish technical reversal signals, and endorsements from firms such as TD Cowen and KeyBanc despite some target-price trimming. Salesforce: Catch-Up Rally Will Continue; Bookings Rebound Expected In H2
• Positive Sentiment: Salesforce is also being highlighted as a value and cash-flow name, which can support investor demand if the market continues rotating toward profitable software names. Here’s Why Salesforce (CRM) is a Strong Value Stock
• Neutral Sentiment: Salesforce updated investors at the Bank of America Global Technology Conference, but the transcript itself did not include a clear new catalyst in the items provided. Salesforce, Inc. (CRM) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Some coverage remains cautious, including commentary that the recent rebound may be running into technical resistance and that more downside could follow if momentum fades. Is This The Top For Salesforce?
• Negative Sentiment: DA Davidson reportedly cut its price target following Q1 results, reflecting lingering skepticism from some analysts even after the earnings beat. DA Davidson Cuts PT on Salesforce, Inc. (CRM) Following Q1 Results

About Salesforce

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.