Salesforce在强劲的机构持股和内部抛售推动下，表现优于财报，提高了指引，并提高了股息。 Salesforce beat earnings, raised guidance, and boosted dividend amid strong institutional ownership and insider selling.

德克萨斯州教师退休制度在第三季度将其Salesforce股份减少了24%,而Proem Advisors则增加了127%的股份. The Teacher Retirement System of Texas reduced its Salesforce stake by 24% in Q3, while Proem Advisors increased its holding by 127%. 销售部报告,Q3收入强劲,按殴打估计为3.25 EPS,收入10.26B美元,比上一年增加9.1%。 Salesforce reported strong Q3 earnings of $3.25 EPS, beating estimates, with $10.26B in revenue, up 9.1% year-over-year. 该公司将Q4 2026 EPS指南提高到3.02至3.04美元,并宣布季度红利为0.416美元。 The company raised Q4 2026 EPS guidance to $3.02–$3.04 and declared a $0.416 quarterly dividend. 机构所有权仍然高居80.43%,本季度内幕出售总额达34.29亿美元。 Institutional ownership remains high at 80.43%, with insider selling totaling $34.29M in the quarter. 分析师认为,尽管对竞争和增长势头放缓存在担忧,但AI和数据云的增长仍然保持了适度的购买共识,目标为324.51美元. Analysts maintain a moderate buy consensus with a $324.51 target, citing AI and Data Cloud growth despite concerns over competition and slowing momentum.