CFM Wealth Partners LLC Sells 3,119 Shares of Salesforce Inc. $CRM

Key Points

• CFM Wealth Partners LLC reduced its Salesforce stake by 8.9%, selling 3,119 shares to hold 31,959 shares valued at $8.466 million, about 1.2% of the firm's portfolio and its 23rd-largest holding.
• Salesforce's Board authorized a $25 billion share buyback and the company raised its quarterly dividend to $0.44, while reporting quarterly EPS of $3.81 (vs. $3.05 expected) and issuing FY2027 EPS guidance of 13.110–13.190.
• Major institutions (Vanguard, State Street, Capital firms) have been adding to positions—institutional ownership is ~80.43%—and two directors recently bought ~2,570 shares each, supporting investor confidence amid AI-driven optimism as the stock traded up ~2.2%.

CFM Wealth Partners LLC lowered its position in Salesforce Inc. (NYSE:CRM - Free Report) by 8.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 31,959 shares of the CRM provider's stock after selling 3,119 shares during the period. Salesforce comprises about 1.2% of CFM Wealth Partners LLC's investment portfolio, making the stock its 23rd biggest holding. CFM Wealth Partners LLC's holdings in Salesforce were worth $8,466,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Salesforce by 0.8% in the third quarter. Vanguard Group Inc. now owns 89,572,253 shares of the CRM provider's stock worth $21,228,624,000 after acquiring an additional 748,772 shares during the period. State Street Corp lifted its position in Salesforce by 0.3% during the third quarter. State Street Corp now owns 49,420,657 shares of the CRM provider's stock valued at $11,732,966,000 after purchasing an additional 159,739 shares in the last quarter. Capital International Investors lifted its position in Salesforce by 9.4% during the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider's stock valued at $4,753,519,000 after purchasing an additional 1,729,440 shares in the last quarter. Capital World Investors lifted its position in Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider's stock valued at $4,106,255,000 after purchasing an additional 10,636,161 shares in the last quarter. Finally, Invesco Ltd. lifted its position in Salesforce by 11.8% during the third quarter. Invesco Ltd. now owns 7,155,512 shares of the CRM provider's stock valued at $1,695,856,000 after purchasing an additional 754,116 shares in the last quarter. Institutional investors own 80.43% of the company's stock.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: CEO Marc Benioff says AI creates more opportunity than threat and that SaaS replacement fears are overblown — helping calm investors worried about churn. Marc Benioff Says the Software Bears Are All Wrong About Salesforce
• Positive Sentiment: Management is publicly framing AI as a revenue accelerator for SaaS, saying AI will create new product and sales motion opportunities rather than simply displace subscriptions. Salesforce CEO says in interview SaaS not dead as AI creates opportunities
• Positive Sentiment: Traders are responding to management’s AI demonstrations — Benzinga cites Agentforce and “Agenticware” updates as reasons for intraday buying. Why Is Salesforce Stock Charging Higher On Monday?
• Positive Sentiment: Salesforce announced a sizable AI initiative called “Headless 360,” signaling product road‑map investment that could support long‑term ARR expansion. Salesforce Announces Huge AI Initiative and Calls It ‘Headless 360’
• Positive Sentiment: Large investors are adding to AI bets and reports show Bridgewater/Ray Dalio has meaningful exposure to Salesforce, which can boost investor confidence. Billionaire Ray Dalio Is Betting Big on These 4 AI Stocks
• Neutral Sentiment: General investor interest in CRM remains high and analysts are debating valuation and risk/reward; Zacks flags both attention and the need to weigh fundamentals vs. AI disruption. Is Most-Watched Stock Salesforce, Inc. (CRM) Worth Betting on Now?
• Negative Sentiment: Coverage highlights that CRM is down materially YTD (reports cite ~30% YTD) as investors fear AI could undermine traditional subscription revenue models. Salesforce (CRM) Stock Plunges 30% YTD as AI Threatens Traditional SaaS Revenue Model
• Negative Sentiment: Market commentary warns investors to trim software exposure amid the Nasdaq rally, calling out potential downside for software names like Salesforce if AI pressures margins/renewals. The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone (CRM)

Salesforce Trading Up 2.2%

Shares of CRM stock opened at $186.10 on Tuesday. Salesforce Inc. has a 12-month low of $163.52 and a 12-month high of $296.05. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The stock's 50-day moving average price is $187.71 and its 200-day moving average price is $223.59. The stock has a market capitalization of $152.27 billion, a price-to-earnings ratio of 23.83, a price-to-earnings-growth ratio of 1.32 and a beta of 1.29.

Salesforce (NYSE:CRM - Get Free Report) last issued its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The firm had revenue of $11.20 billion for the quarter, compared to analysts' expectations of $11.18 billion. During the same period in the previous year, the firm posted $2.78 earnings per share. The business's revenue was up 12.1% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Equities research analysts predict that Salesforce Inc. will post 9.71 EPS for the current fiscal year.

Salesforce announced that its Board of Directors has authorized a stock buyback program on Monday, March 16th that authorizes the company to buyback $25.00 billion in outstanding shares. This buyback authorization authorizes the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares buyback programs are typically a sign that the company's board of directors believes its stock is undervalued.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a $0.44 dividend. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is a positive change from Salesforce's previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce's payout ratio is presently 22.54%.

Insider Activity

In other news, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction dated Thursday, March 19th. The shares were purchased at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the acquisition, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The stock was purchased at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the acquisition, the director directly owned 13,689 shares of the company's stock, valued at approximately $2,664,153.18. The trade was a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.00% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on CRM shares. Needham & Company LLC reiterated a "buy" rating and set a $400.00 target price on shares of Salesforce in a research report on Thursday, February 26th. Barclays lowered their target price on Salesforce from $265.00 to $252.00 and set an "overweight" rating on the stock in a research report on Thursday, February 26th. Roth Mkm lowered their target price on Salesforce from $395.00 to $325.00 and set a "buy" rating on the stock in a research report on Thursday, February 26th. DA Davidson lowered their target price on Salesforce from $235.00 to $200.00 and set a "neutral" rating on the stock in a research report on Friday, February 27th. Finally, Cantor Fitzgerald reiterated an "overweight" rating on shares of Salesforce in a research report on Thursday, February 26th. One equities research 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 issued a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $279.18.

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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