Capital Research Global Investors has decreased its stake in Salesforce Inc. by 18.8% during the third quarter of 2025. According to the firm’s recent Form 13F filing with the U.S. Securities and Exchange Commission (SEC), Capital Research now holds 9,241,798 shares of Salesforce, down from 2,145,603 shares sold during the quarter. This reduction leaves Capital Research with an ownership of approximately 0.97% of Salesforce, valued at $2.19 billion.
Several other institutional investors have adjusted their positions in Salesforce as well. Notably, Rockland Trust Co. significantly increased its stake by 1,145.6%, acquiring an additional 12,017 shares to reach a total of 13,066 shares, valued at $3.1 million. Similarly, Alps Advisors Inc. boosted its holdings by 98.3%, now owning 21,455 shares worth $5.1 million, after purchasing an additional 10,633 shares.
Midwest Trust Co. and Jones Financial Companies Lllp also expanded their positions. Midwest Trust Co. grew its stake by 2.3% to 187,071 shares, valued at approximately $44.3 million. Meanwhile, Jones Financial raised its holdings by 15.1%, now owning 467,551 shares valued at around $113.4 million. AGF Management Ltd. increased its stake by 42.2%, owning 281,054 shares valued at $66.6 million. As of now, institutional investors and hedge funds control 80.43% of Salesforce’s stock.
Analyst Ratings and Market Performance
Equity analysts have also weighed in on Salesforce’s stock. Robert W. Baird reduced its price target for Salesforce from $325.00 to $315.00, maintaining an “outperform” rating. Guggenheim reiterated a “neutral” rating while Piper Sandler set a new price target of $250.00, down from $280.00. TD Cowen and Barclays similarly adjusted their targets, with TD Cowen lowering its estimate to $250.00 and Barclays to $252.00.
Currently, Salesforce has received one “Strong Buy,” twenty-seven “Buy,” eleven “Hold,” and one “Sell” ratings from analysts, leading to an average rating of “Moderate Buy” and a consensus target price of $283.14.
Salesforce’s stock opened at $198.81 on Tuesday, reflecting a decrease of 1.6%. The company’s market capitalization stands at $183.5 billion, with a price-to-earnings (P/E) ratio of 25.46 and a debt-to-equity ratio of 0.18. The stock has fluctuated between a fifty-two week low of $174.57 and a high of $296.05.
Financial Performance and Future Guidance
Salesforce’s recent quarterly earnings report, released on February 25, 2025, showed earnings per share (EPS) of $3.81, exceeding analysts’ expectations of $3.05. The company’s revenue for the quarter was $11.20 billion, slightly above estimates of $11.18 billion. Salesforce achieved a net margin of 17.96% and a return on equity of 15.38%, with quarterly revenue growth of 12.1% compared to the same quarter last year.
Looking forward, Salesforce has set its fiscal year 2027 EPS guidance between $13.110 and $13.190 and its Q1 2027 guidance at $3.110 to $3.130. Analysts anticipate an average EPS of $7.46 for the current year.
In addition to these financial updates, Salesforce announced a quarterly dividend of $0.44 per share, scheduled for payment on April 23, 2025. This increase from the previous dividend of $0.42 reflects Salesforce’s commitment to returning value to its shareholders.
Insider trading activity has also been noteworthy. Director Neelie Kroes sold 3,893 shares on January 14, 2025, at an average price of $238.70, totaling approximately $929,259.10. Following this transaction, Kroes holds 7,299 shares, a decrease of 34.78% in ownership. Conversely, Director David Blair Kirk purchased 1,936 shares on December 17, 2025, at an average price of $258.64, totaling around $500,727.04, increasing his stake by 22.15%.
Salesforce, established in 1999 and headquartered in San Francisco, is a renowned provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company has developed a comprehensive suite of products that assist organizations in managing sales, service, marketing, commerce, and analytics through a unified cloud-first platform.
