AlphaStar Capital Management LLC Has $610,000 Stock Position in Salesforce Inc. $CRM

Key Points

• AlphaStar Capital Management cut its stake in Salesforce by 88.6% in Q4, selling 17,957 shares and retaining 2,304 shares worth $610,000.
• Salesforce is ramping its AI push—launching Agentforce Operations, recruiting 1,000 AI graduates and deepening partner ties (notably Google Cloud and Anthropic)—to embed AI across CRM workflows and boost adoption.
• The company beat quarterly EPS estimates, set FY2027 guidance, raised its quarterly dividend to $0.44, and authorized a $25 billion share buyback, signaling confidence in returning capital to shareholders.

AlphaStar Capital Management LLC reduced its position in Salesforce Inc. (NYSE:CRM - Free Report) by 88.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,304 shares of the CRM provider's stock after selling 17,957 shares during the period. AlphaStar Capital Management LLC's holdings in Salesforce were worth $610,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Capital World Investors boosted its position in shares of Salesforce by 159.0% in the 3rd quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider's stock worth $4,106,255,000 after purchasing an additional 10,636,161 shares during the last quarter. Hotchkis & Wiley Capital Management LLC bought a new position in shares of Salesforce in the 3rd quarter worth $484,852,000. Alyeska Investment Group L.P. boosted its position in shares of Salesforce by 285.4% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider's stock worth $589,568,000 after purchasing an additional 1,842,117 shares during the last quarter. Generation Investment Management LLP bought a new position in shares of Salesforce in the 3rd quarter worth $431,157,000. Finally, Capital International Investors boosted its position in shares of Salesforce by 9.4% in the 3rd quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider's stock worth $4,753,519,000 after purchasing an additional 1,729,440 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched Agentforce Operations to fix agent workflow failures — Salesforce unveiled Agentforce Operations to orchestrate and harden the workflows that break enterprise AI agents, addressing a core scalability and reliability issue for customers. This product move directly targets enterprise demand for reliable AI automation and can improve retention and upsell. Salesforce launches Agentforce Operations to fix the workflows breaking enterprise AI
• Positive Sentiment: Big AI hiring push and deeper ecosystem bets — Salesforce announced a program to recruit 1,000 new graduates into AI roles and is expanding partner bets (notably a deeper Google Cloud tie-up and an early Anthropic investment). Those moves bolster execution capacity and give Salesforce access to third‑party models/compute, supporting its positioning as an AI-first workflow platform. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Positive Sentiment: Crowdsourcing AI roadmap with customers — Salesforce is inviting customers into its AI roadmap process, which can accelerate product-market fit, shorten feedback loops, and lower execution risk for new AI features. That helps protect long‑term revenue trajectories as the company embeds AI into core CRM workflows. Salesforce is crowdsourcing its AI roadmap — with customers
• Positive Sentiment: AI being embedded across CRM workflows (industry validation) — Coverage noting Salesforce and Microsoft pushing AI deeper into CRM workflows signals broad market adoption and competitive validation of Salesforce’s strategy. That supports recurring revenue growth if customers adopt agentized workflows at scale. Salesforce and Microsoft push AI deeper into CRM workflows
• Neutral Sentiment: Wall‑street/sector context — Morgan Stanley remains bullish on select SaaS names amid the broader software pullback; this helps sector sentiment but is not an immediate company‑specific catalyst. Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
• Neutral Sentiment: Antitrust/legal action around Slack vs Microsoft — Salesforce’s Slack unit has sued Microsoft in London alleging anticompetitive behavior; legal outcomes are uncertain and timing is long‑dated, so immediate revenue impact is unclear. Salesforce (CRM) Stock In Focus After Slack Targets Microsoft In Court
• Negative Sentiment: Organizational restructuring and workforce reductions — Salesforce is reorganizing with leadership changes and some reductions even as it hires for AI roles; layoffs and exec churn raise short‑term execution and morale risk. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Negative Sentiment: Recent short‑term weakness — reporting showed a recent close decline (~‑2.6% in a prior session), highlighting near‑term volatility as investors debate AI execution vs. valuation. Salesforce (CRM) Stock Sinks As Market Gains: Here's Why

Analysts Set New Price Targets

Several research analysts have recently issued reports on CRM shares. Cantor Fitzgerald restated an "overweight" rating on shares of Salesforce in a research report on Thursday, February 26th. Morgan Stanley reduced their price target on Salesforce from $398.00 to $287.00 and set an "overweight" rating on the stock in a research report on Monday, February 23rd. BTIG Research restated a "buy" rating and issued a $255.00 price target on shares of Salesforce in a research report on Friday, April 17th. JPMorgan Chase & Co. reduced their target price on Salesforce from $365.00 to $320.00 and set an "overweight" rating on the stock in a report on Thursday, February 26th. Finally, Royal Bank Of Canada reduced their target price on Salesforce from $290.00 to $210.00 and set a "sector perform" rating on the stock in a report on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $279.18.

Salesforce Price Performance

NYSE:CRM opened at $183.98 on Monday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. The stock's 50-day simple moving average is $186.67 and its 200 day simple moving average is $220.11. The company has a market cap of $150.54 billion, a P/E ratio of 23.56, a P/E/G ratio of 1.28 and a beta of 1.14. Salesforce Inc. has a 52-week low of $163.52 and a 52-week high of $296.05.

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, beating analysts' consensus estimates of $3.05 by $0.76. The business had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.Salesforce's quarterly revenue was up 12.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.78 earnings per share. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, sell-side analysts forecast that Salesforce Inc. will post 9.71 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th were given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. This is a boost from Salesforce's previous quarterly dividend of $0.42. The ex-dividend date of this dividend was Thursday, April 9th. Salesforce's dividend payout ratio (DPR) is presently 22.54%.

Salesforce declared that its Board of Directors has authorized a share repurchase program on Monday, March 16th that allows the company to buyback $25.00 billion in outstanding shares. This buyback authorization allows the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares buyback programs are usually an indication that the company's leadership believes its shares are undervalued.

Insider Buying and Selling

In other Salesforce news, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction on Wednesday, March 18th. The shares were purchased at an average price of $194.62 per share, with a total value of $500,173.40. Following the completion of 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Laura Alber purchased 2,571 shares of the stock in a transaction on Thursday, March 19th. The shares were acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the transaction, the director owned 9,530 shares of the company's stock, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is owned by insiders.

Salesforce Company 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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