4,700 Shares in Salesforce Inc. $CRM Purchased by Westbourne Investments Inc.

Key Points

• Westbourne Investments initiated a new position in Salesforce, buying 4,700 shares valued at about $1.245 million; overall institutional investors own roughly 80.43% of the stock while insiders hold about 3.0%.
• Strong quarter and capital returns: Salesforce topped Q4 estimates (EPS $3.81 vs. $3.05), set FY27 guidance of $13.11–$13.19, and its board approved a $25 billion share buyback (≈14.1% of shares) while raising the quarterly dividend to $0.44.
• Mixed market sentiment: Analysts maintain a consensus "Moderate Buy" with a $280.21 target despite recent price-target cuts, while sector headwinds from AI competition and a rotation into hardware have pressured software multiples (stock ~ $170.82, 52-week high $296.05).

Westbourne Investments Inc. purchased a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 4,700 shares of the CRM provider's stock, valued at approximately $1,245,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Rockland Trust Co. lifted its stake in shares of Salesforce by 1,145.6% in the 3rd quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider's stock valued at $3,097,000 after purchasing an additional 12,017 shares during the last quarter. Alps Advisors Inc. lifted its stake in shares of Salesforce by 98.3% in the 3rd quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider's stock valued at $5,085,000 after purchasing an additional 10,633 shares during the last quarter. Midwest Trust Co lifted its stake in shares of Salesforce by 2.3% in the 3rd quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider's stock valued at $44,336,000 after purchasing an additional 4,233 shares during the last quarter. Jones Financial Companies Lllp lifted its stake in shares of Salesforce by 15.1% in the 3rd quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider's stock valued at $113,420,000 after purchasing an additional 61,270 shares during the last quarter. Finally, AGF Management Ltd. lifted its stake in shares of Salesforce by 42.2% in the 3rd quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider's stock valued at $66,610,000 after purchasing an additional 83,403 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director directly owned 7,299 shares of the company's stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Laura Alber acquired 2,571 shares of the company's stock in a transaction on Thursday, March 19th. The stock was purchased 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 owned 9,530 shares in the company, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 3.00% of the company's stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst Dan Ives argues the recent sell-off may be overdone and that CIO feedback shows AI deployments moving from pilot to large-scale rollouts in 2026, which should benefit major enterprise software vendors over time. Microsoft, Salesforce, ServiceNow Sell-Off Is Overdone: Dan Ives
• Positive Sentiment: Salesforce is expanding ecosystem reach via a partnership to supply cloud communications infrastructure for its Agentforce Contact Center, supporting product adoption and platform stickiness. Salesforce, Inc (CRM) Partners With A Key Cloud Communications Provider
• Positive Sentiment: A Navatar offering built on Salesforce shows third-party vendors continue to choose CRM as an enterprise platform, reinforcing Salesforce’s role in vertical workflows (M&A banking use case). Navatar Unveils AI-Powered M&A CRM Operating Model for Investment Banks and Boutique Advisors
• Neutral Sentiment: Recent benchmarking pieces review Salesforce’s Q4 results and metrics; the firm beat EPS and revenue estimates and reiterated multi-year growth targets, underscoring solid fundamentals even as multiples compress. Sales Software Stocks Q4 Results: Benchmarking Salesforce NYSE: CRM
• Neutral Sentiment: Zacks highlights investor attention on CRM and summarizes factors to watch—product momentum, margins, and AI investments—useful but not immediately price-moving. Salesforce, Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Investors dumped software stocks after Anthropic released a powerful new model, prompting concerns that increasingly capable AI could accelerate competition, margin pressure, or change software value chains. This sector-wide fear is weighing on CRM. Anthropic's Latest AI Model Sends a Shockwave Through Software Stocks
• Negative Sentiment: CNBC’s Jim Cramer notes a renewed rotation into hardware/infrastructure names and away from software, favoring companies that underpin AI data centers—an allocation shift that pressures software multiple compression. Cramer explains the divergence in tech stocks – and why software may continue to lag
• Negative Sentiment: A report shows Slackbot being used as a CRM interface, highlighting potential competitive/usage threats if customers choose lighter, integrated Slack workflows over traditional Salesforce modules for some use cases. Slack instead of Salesforce: Slackbot becomes CRM interface

Salesforce Price Performance

Salesforce stock opened at $170.82 on Friday. The firm has a market cap of $157.67 billion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 1.28 and a beta of 1.29. Salesforce Inc. has a 52-week low of $167.12 and a 52-week high of $296.05. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The company's 50 day moving average is $190.85 and its two-hundred day moving average is $227.04.

Salesforce (NYSE:CRM - Get Free Report) last released its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.05 by $0.76. The company had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The firm's quarterly revenue was up 12.1% on a year-over-year basis. During the same period in the prior year, the business earned $2.78 EPS. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. On average, research analysts expect that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce announced that its Board of Directors has approved a share buyback plan on Monday, March 16th that permits the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company's management believes its stock is undervalued.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be given a $0.44 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Salesforce's previous quarterly dividend of $0.42. Salesforce's payout ratio is currently 21.25%.

Analysts Set New Price Targets

Several equities analysts have recently commented on CRM shares. Northland Securities decreased their price objective on shares of Salesforce from $267.00 to $229.00 and set a "market perform" rating on the stock in a report on Tuesday, March 10th. Royal Bank Of Canada lowered their price objective on shares of Salesforce from $290.00 to $210.00 and set a "sector perform" rating for the company in a research report on Thursday, February 26th. Jefferies Financial Group lowered their price objective on shares of Salesforce from $375.00 to $250.00 and set a "buy" rating for the company in a research report on Monday, February 23rd. Arete Research raised shares of Salesforce to a "strong-buy" rating in a research report on Thursday, December 11th. Finally, Wolfe Research reaffirmed an "outperform" rating on shares of Salesforce in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $280.21.

Salesforce Profile

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.

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