Salesforce Inc. (CRM) has remained active across institutional and macroeconomic contexts in recent periods, with material position changes reported among several prominent fund managers. No specific corporate briefing data was provided for this reporting cycle, and accordingly no recent news-driven developments are cited here.
As of the quarter ending 2025-10-31, Salesforce reported trailing twelve-month revenue of $41.53 billion, representing year-over-year growth of 8.63% [SEC 10-Q - CRM - 2025-10-31]. Net income for the same period stood at $7.46 billion, with a net margin of 17.96% and a gross margin of 77.68%. Operating margin was recorded at 20.06%. Earnings per share grew 38.61% year-over-year. The company held $7.33 billion in cash against total debt of $14.44 billion. Market capitalisation was approximately $168.25 billion, with a price-to-earnings ratio of 23.22 [SEC 10-Q - CRM - 2025-10-31].
Institutional ownership shifts represent the primary trigger for this report. Citadel added approximately 49% to its CRM position, while AQR Capital increased its holdings by approximately 84% [SEC 13F - Citadel - Q1 2026; SEC 13F - AQR Capital - Q1 2026]. Conversely, Soros Fund Management reduced its position by roughly 30%, and ARK Invest significantly cut its exposure by approximately 88% [SEC 13F - Soros Fund Mgmt - Q1 2026; SEC 13F - ARK Invest - Q1 2026]. No insider transaction data via SEC Form 4 filings was provided for this reporting period.
The prevailing macroeconomic rate environment shows the 10-year US Treasury yield (DGS10) at 4.57% and the 2-year yield (DGS2) at 4.08%, producing a normal yield curve with a spread of approximately 49 basis points [FRED DGS10; FRED DGS2]. This rate configuration reflects a broader fixed-income environment relevant to the valuation context of large-cap technology equities such as Salesforce.