FSA Advisors Inc. Purchases New Stake in Salesforce Inc. $CRM

Key Points

• Salesforce's board authorized a $25.00 billion share repurchase (about 14.1% of shares) and raised the quarterly dividend to $0.44 ($1.76 annualized, ~0.9% yield), signaling a stronger capital-return focus.
• The company reported an earnings beat with EPS of $3.81 versus $3.05 expected and revenue of $11.20 billion (+12.1% YoY), and set FY2027 EPS guidance at 13.110–13.190.
• FSA Advisors initiated a new stake of 37,084 shares (~$101,000), while directors David Blair Kirk and Laura Alber each bought roughly 2,570 shares at about $194.6; institutional ownership is ~80.43% and insiders own ~3%.

FSA Advisors Inc. acquired a new position in Salesforce Inc. (NYSE:CRM - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 37,084 shares of the CRM provider's stock, valued at approximately $101,000.

Several other institutional investors also recently made changes to their positions in CRM. Marquette Asset Management LLC acquired a new stake in shares of Salesforce in the third quarter valued at about $26,000. Board of the Pension Protection Fund purchased a new position in Salesforce in the fourth quarter valued at about $26,000. Key Capital Management INC purchased a new position in Salesforce in the fourth quarter valued at about $26,000. Legacy Bridge LLC purchased a new stake in shares of Salesforce during the 4th quarter worth approximately $27,000. Finally, Texas Capital Bancshares Inc TX purchased a new stake in shares of Salesforce during the 3rd quarter worth approximately $28,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of the company's stock in a transaction that occurred on 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 purchase, the director owned 13,689 shares of the company's stock, valued at $2,664,153.18. This trade represents a 23.11% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The shares were acquired at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, the director directly 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 SEC filing for this purchase provides additional information. 3.00% of the stock is owned by insiders.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce deepens ChatGPT integrations to automate CRM workflows — this expands generative-AI functionality inside Sales Cloud and Service Cloud, which could accelerate adoption and drive higher ARPU for enterprise customers. Salesforce deepens AI integration with ChatGPT for CRM workflows
• Positive Sentiment: New Salesforce–Google Cloud AI workflow integrations broaden partnership reach (including SMB tools), which should help Salesforce embed into Google Cloud customers and compete on analytics/AI features. Partnership breadth is constructive for long-term enterprise wins. Salesforce and Google Cloud unveil AI-powered workflow integrations
• Positive Sentiment: Analyst/commentary pieces flag CRM as a top long-term growth stock — bullish narratives (Zacks, MSN) emphasize strong margin profile, recurring revenue and positioning in the AI transition. That support helps sentiment after recent weakness. Why Salesforce (CRM) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Competitive analysis argues Salesforce is better positioned than legacy rivals (Oracle) in the cloud+AI push — a narrative likely to attract investors rotating into software names expected to capture recurring SaaS AI spend. Salesforce vs Oracle: There's Only One Winner In the Cloud AI Push
• Neutral Sentiment: General stock-screen coverage asks whether CRM is a buy after its pullback — useful for traders and value investors but not game-changing news on its own. Is Trending Stock Salesforce, Inc. (CRM) a Buy Now?
• Neutral Sentiment: Broader articles place Salesforce in the context of where AI economics sit (vs. semiconductors like NVDA) — important framing but indirect for near-term share moves. While NVDA Dominates Headlines, Here's Where the Real AI Economics Are Hiding
• Negative Sentiment: Industry-wide AI spend is being debated against large tech layoffs and cost reallocation; this macro/tech-cost conversation could pressure multiples and hiring cycles for enterprise buyers. Is Big Tech's $725B AI splurge being funded by mass layoffs?
• Negative Sentiment: Shares remain well off their 52-week high and analysts note a large YTD decline, keeping downside sensitivity if growth or AI monetization slows. Is Salesforce (CRM) Now An Opportunity After A 27.5% Year To Date Share Price Slide?

Analyst Upgrades and Downgrades

CRM has been the subject of several research analyst reports. Oppenheimer dropped their price objective on Salesforce from $275.00 to $250.00 and set an "outperform" rating for the company in a research note on Thursday, February 26th. Wolfe Research reissued an "outperform" rating on shares of Salesforce in a report on Thursday, January 15th. Morgan Stanley dropped their price target on Salesforce from $398.00 to $287.00 and set an "overweight" rating for the company in a research report on Monday, February 23rd. JPMorgan Chase & Co. cut their price target on Salesforce from $365.00 to $320.00 and set an "overweight" rating for the company in a research note on Thursday, February 26th. Finally, KeyCorp lowered their price objective on shares of Salesforce from $400.00 to $300.00 and set an "overweight" rating on the stock in a research note on Tuesday, February 24th. One 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 stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $279.18.

Salesforce Stock Performance

NYSE:CRM opened at $185.52 on Tuesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76. The firm has a market cap of $151.80 billion, a PE ratio of 23.75, a P/E/G ratio of 1.28 and a beta of 1.14. The firm has a 50 day simple moving average of $186.67 and a 200-day simple moving average of $220.11. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $296.05.

Salesforce (NYSE:CRM - Get Free Report) last announced 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 firm 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%. Salesforce's revenue was up 12.1% compared to the same quarter last year. During the same quarter last 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. On average, equities analysts expect that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce announced that its board has initiated a share repurchase plan on Monday, March 16th that authorizes the company to repurchase $25.00 billion in shares. This repurchase authorization authorizes the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company's board believes its shares are undervalued.

Salesforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th were issued a dividend of $0.44 per share. 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 was Thursday, April 9th. Salesforce's payout ratio is 22.54%.

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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