Key Client Fiduciary Advisors LLC Purchases 3,757 Shares of Salesforce Inc. $CRM

Key Points

• Key Client Fiduciary Advisors LLC increased its stake in Salesforce by 1,040.7% in Q4, buying 3,757 shares to hold 4,118 shares valued at $1,091,000.
• Salesforce announced a $25 billion share repurchase authorization (up to 14.1% of outstanding shares), raised its quarterly dividend to $0.44, and beat quarterly estimates with EPS of $3.81 and revenue of $11.20 billion (up 12.1% YoY).
• Institutional investors own about 80.43% of the stock, and insiders (directors Laura Alber and David Blair Kirk) each recently bought roughly 2,570 shares, indicating insider buying.

Key Client Fiduciary Advisors LLC grew its position in Salesforce Inc. (NYSE:CRM - Free Report) by 1,040.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,118 shares of the CRM provider's stock after buying an additional 3,757 shares during the quarter. Key Client Fiduciary Advisors LLC's holdings in Salesforce were worth $1,091,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Rockland Trust Co. raised its position 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 worth $3,097,000 after acquiring an additional 12,017 shares in the last quarter. Alps Advisors Inc. boosted its position in Salesforce by 98.3% during the third 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 in the last quarter. Midwest Trust Co boosted its position in Salesforce by 2.3% during the third 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 in the last quarter. Jones Financial Companies Lllp grew its stake in Salesforce by 15.1% in the third 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. raised its holdings in Salesforce by 42.2% in the third quarter. AGF Management Ltd. now owns 281,054 shares of the CRM provider's stock worth $66,610,000 after purchasing an additional 83,403 shares in the last quarter. Institutional investors own 80.43% of the company's stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce expanded Agent Fabric with a centralized control plane, automated discovery of external models, workflow mapping and tighter governance — features that help large customers adopt multi-vendor AI securely and could protect or grow enterprise revenue. Salesforce Pushes Deeper Into Enterprise AI Control With Agent Fabric Upgrade
• Positive Sentiment: Truist reiterated a Buy and $280 price target after Salesforce’s TDX developer conference — a signal that at least some institutional analysts expect stronger medium‑term upside tied to AI/product monetization. Is Salesforce (CRM) One of the Best Large Cap Stocks to Buy Right Now?
• Positive Sentiment: CEO Marc Benioff and company commentary highlighting "Agentforce"/"Agenticware" successes are being cited as a near‑term catalyst driving investor enthusiasm and intraday buying. This messaging supports the narrative that AI can offset SaaS slowdown risks. Why Is Salesforce Stock Charging Higher On Monday?
• Neutral Sentiment: Ticketure’s acquisition of PatronManager (a Salesforce‑native CRM) signals continued ecosystem demand for Salesforce integrations, but it’s a niche/partner move with limited direct revenue impact. Ticketure Acquires PatronManager to Unify Best in Breed Ticketing and CRM
• Neutral Sentiment: Salesforce’s broader AI marketing initiatives (e.g., "Headless 360") signal ambition but remain higher‑level; execution and monetization timelines will determine investor impact. Salesforce Announces Huge AI Initiative and Calls It ‘Headless 360’
• Negative Sentiment: Comparisons to Adobe argue Adobe has an edge: stronger AI‑driven growth outlook, better EPS trajectory and lower valuation — a competitive narrative that can pressure CRM multiples. Salesforce vs. Adobe: Which AI-Driven Software Stock Has an Edge?
• Negative Sentiment: Persistent bearish headlines highlight that CRM has tracked a significant YTD decline, feeding concerns that AI could disrupt traditional SaaS revenue models — a sentiment that can limit valuation recovery until concrete upside appears. Salesforce (CRM) Stock Plunges 30% YTD as AI Threatens Traditional SaaS Revenue Model

Analysts Set New Price Targets

Several analysts have commented on CRM shares. Wells Fargo & Company decreased their price target on shares of Salesforce from $235.00 to $210.00 and set an "equal weight" rating for the company in a research report on Thursday, February 26th. Citigroup boosted their price objective on shares of Salesforce from $197.00 to $200.00 and gave the stock a "neutral" rating in a research note on Monday, March 2nd. DA Davidson decreased their target price on shares of Salesforce from $235.00 to $200.00 and set a "neutral" rating for the company in a research report on Friday, February 27th. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $281.00 price target on shares of Salesforce in a report on Thursday, February 26th. Finally, Piper Sandler reduced their price target on Salesforce from $250.00 to $215.00 and set an "overweight" rating on the stock in a research report on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $279.18.

Salesforce Stock Up 0.5%

CRM stock opened at $187.17 on Wednesday. The stock has a market capitalization of $153.14 billion, a PE ratio of 23.96, a price-to-earnings-growth ratio of 1.35 and a beta of 1.29. Salesforce Inc. has a 52 week low of $163.52 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 firm has a 50 day moving average of $187.58 and a 200 day moving average of $223.21.

Salesforce (NYSE:CRM - Get Free Report) last issued its quarterly 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. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The business had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. During the same quarter in the prior year, the business posted $2.78 EPS. Salesforce's revenue for the quarter 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. Sell-side analysts forecast that Salesforce Inc. will post 9.71 earnings per share for the current year.

Salesforce Increases Dividend

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

Salesforce announced that its board has approved a stock repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company's board of directors believes its shares are undervalued.

Insider Transactions at Salesforce

In other news, Director Laura Alber purchased 2,571 shares of the stock in a transaction on Thursday, March 19th. The stock was bought at an average price of $194.58 per share, with a total value of $500,265.18. Following the transaction, the director owned 9,530 shares in the company, valued at $1,854,347.40. The trade was a 36.94% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David Blair Kirk acquired 2,570 shares of the business's 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. This trade represents 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.

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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