Calamos Wealth Management LLC Has $1.57 Million Stock Position in Salesforce Inc. $CRM

Key Points

• Calamos Wealth Management boosted its Salesforce stake by 93.9% in Q4 to 5,930 shares worth $1.57 million, in a stock where 80.43% is owned by institutional investors.
• Salesforce's board authorized a $25 billion share repurchase (about 14.1% of shares) and raised the quarterly dividend to $0.44 ($1.76 annualized, ~1.0% yield), signaling stronger capital returns.
• The company beat quarterly expectations with $3.81 EPS vs. $3.05 and $11.2 billion revenue, set FY2027 guidance at 13.110–13.190 EPS, and carries a consensus "Moderate Buy" analyst rating with a $279.18 target.

Calamos Wealth Management LLC increased its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 93.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,930 shares of the CRM provider's stock after buying an additional 2,871 shares during the period. Calamos Wealth Management LLC's holdings in Salesforce were worth $1,571,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Marquette Asset Management LLC bought a new position in Salesforce in the 3rd quarter worth $26,000. Board of the Pension Protection Fund bought a new position in Salesforce in the 4th quarter worth $26,000. Key Capital Management INC bought a new position in Salesforce in the 4th quarter worth $26,000. Legacy Bridge LLC bought a new position in Salesforce in the 4th quarter worth $27,000. Finally, Texas Capital Bancshares Inc TX bought a new position in Salesforce in the 3rd quarter worth $28,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Bull case surfaced summarizing why investors should consider CRM — bullish Substack thesis highlighted valuation and AI upside. Is Salesforce, Inc. (CRM) A Good Stock To Buy Now?
• Positive Sentiment: Zacks reports Agentforce has reached ~$800M ARR with 169% growth, signaling tangible AI-driven revenue momentum that could support future upside. Agentforce Adoption Rises: Can It Be Salesforce's Next Growth Engine?
• Positive Sentiment: Coverage on partnership and capital return chatter (Google collaboration, $25B buyback commentary) reinforces strategic catalysts and management’s optionality on capital allocation. Salesforce (CRM) Stock: Google Partnership, $25B Buyback, and What Analysts Are Saying
• Neutral Sentiment: Comparisons with peers (ServiceNow) highlight valuation differences and competing AI execution — useful for relative‑value decisions but not company‑specific news. Cheap Salesforce Vs. Expensive ServiceNow: Which Stock Is A Better Buy Today?
• Neutral Sentiment: Montaka’s internal assessment coverage provides investor insight into hedge‑fund views but adds nuance rather than immediate directional pressure. Here’s Montaka’s Internal Assessment on Salesforce (CRM)
• Negative Sentiment: Articles warning AI could reduce demand for traditional CRM functions — a thematic risk that has driven some bearish calls and investor caution. Salesforce (CRM) Stock At Significant Risk Of Collapsing Due To AI
• Negative Sentiment: Sector‑wide panic after ServiceNow’s weak guidance pressured enterprise software, triggering steep intraday declines in CRM recently. Salesforce Just Dropped 9% on Sector Panic. Is the Cloud Software King on Sale?
• Negative Sentiment: Piper Sandler trimmed its price target citing rising AI competition in enterprise software — analyst downgrades/cuts can cap near‑term upside. Salesforce, Inc. (CRM) PT Reduced as Piper Sandler Flags Rising AI Competition in Enterprise Software

Salesforce Stock Up 2.9%

Shares of CRM stock opened at $178.31 on Friday. Salesforce Inc. has a 12 month low of $163.52 and a 12 month high of $296.05. The firm has a market cap of $145.89 billion, a PE ratio of 22.83, a price-to-earnings-growth ratio of 1.26 and a beta of 1.29. The stock has a 50 day moving average of $187.22 and a 200-day moving average of $222.17. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM - Get Free Report) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating analysts' consensus estimates of $3.05 by $0.76. The business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.Salesforce's revenue was up 12.1% on a year-over-year basis. During the same period in the prior year, the company posted $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. On average, equities analysts predict that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Thursday, April 9th were paid a $0.44 dividend. The ex-dividend date was Thursday, April 9th. This is a positive change from Salesforce's previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. Salesforce's dividend payout ratio is currently 22.54%.

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on CRM shares. Truist Financial set a $280.00 price target on Salesforce in a report on Thursday, February 26th. BMO Capital Markets cut their price target on Salesforce from $235.00 to $225.00 and set an "outperform" rating for the company in a report on Thursday, February 26th. Weiss Ratings reiterated a "hold (c)" rating on shares of Salesforce in a report on Monday, December 29th. The Goldman Sachs Group reiterated a "buy" rating and set a $281.00 price target on shares of Salesforce in a report on Thursday, February 26th. Finally, Wolfe Research reiterated an "outperform" rating on shares of Salesforce in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $279.18.

Insiders Place Their Bets

In other news, Director Laura Alber bought 2,571 shares of the business's stock in a transaction that occurred on Thursday, March 19th. The stock was acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the purchase, the director owned 9,530 shares of the company's stock, valued at $1,854,347.40. This trade represents a 36.94% increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director David Blair Kirk bought 2,570 shares of the business's stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average price of $194.62 per share, with a total value of $500,173.40. Following the completion of the purchase, the director directly owned 13,689 shares of the company's stock, valued at $2,664,153.18. This represents a 23.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.00% of the company's stock.

About Salesforce

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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