Maia Wealth LLC Has $3.23 Million Stock Position in Salesforce Inc. $CRM

Key Points

• Maia Wealth LLC increased its stake in Salesforce by 36.8% to 13,380 shares worth $3.234 million, and institutional investors now own about 80.43% of the company's stock.
• Salesforce beat fiscal Q4 estimates with EPS of $3.81 (vs. $3.05) and $11.20B in revenue, set FY2027 EPS guidance of 13.110–13.190, and plans to use proceeds from a $25 billion senior-note offering to fund share buybacks.
• The company raised its quarterly dividend to $0.44 (annualized $1.76, ~0.9% yield), and analysts maintain a consensus of Moderate Buy with an average price target of $282.06.

Maia Wealth LLC grew its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 36.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,380 shares of the CRM provider's stock after acquiring an additional 3,601 shares during the quarter. Maia Wealth LLC's holdings in Salesforce were worth $3,234,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of CRM. Brighton Jones LLC lifted its stake in Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider's stock valued at $8,582,000 after buying an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider's stock worth $611,000 after acquiring an additional 205 shares in the last quarter. Bison Wealth LLC increased its position in shares of Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider's stock worth $747,000 after acquiring an additional 184 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider's stock worth $807,000 after acquiring an additional 106 shares during the period. Finally, United Bank raised its holdings in shares of Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider's stock worth $2,781,000 after acquiring an additional 500 shares during the period. Institutional investors and hedge funds own 80.43% of the company's stock.

Insider Buying and Selling

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the transaction, the director directly owned 7,299 shares of the company's stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director David Blair Kirk acquired 1,936 shares of the firm's stock in a transaction on Wednesday, December 17th. The stock was bought at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the completion of the acquisition, the director owned 10,677 shares of the company's stock, valued at approximately $2,761,499.28. The trade was a 22.15% 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 currently owned by insiders.

Analysts Set New Price Targets

A number of brokerages have recently commented on CRM. Wolfe Research restated an "outperform" rating on shares of Salesforce in a report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft lifted their target price on Salesforce from $340.00 to $360.00 and gave the company a "buy" rating in a research report on Thursday, December 4th. Truist Financial set a $280.00 target price on Salesforce in a research note on Thursday, February 26th. TD Cowen reduced their price target on Salesforce from $325.00 to $250.00 and set a "buy" rating for the company in a research report on Thursday, February 26th. Finally, Mizuho decreased their price target on shares of Salesforce from $280.00 to $265.00 and set an "outperform" rating for the company in a research note on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Salesforce currently has a consensus rating of "Moderate Buy" and an average price target of $282.06.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is rolling out Agentforce, its contact-center-as-a-service push aimed at replacing fragmented contact-center stacks—this could deepen wallet-share with large enterprise customers and support growth in CRM-adjacent services. Salesforce Aims to End the ‘Frankenstein’ Contact Center With Agentforce
• Positive Sentiment: Salesforce added six Agentforce Health agents pre-wired with integrations for healthcare workflows—strengthens vertical product shelf and could accelerate adoption in a high-value industry. Salesforce Announces Six New Agentforce Health Agents Pre-Wired With Rich Integrations
• Positive Sentiment: Management intends to use net proceeds from the $25B senior-note offering to fund buybacks—this can be EPS-accretive and supports shareholder returns if repurchases are executed. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Analyst roundups following Salesforce’s fiscal Q4 results highlight mixed views—earnings beat and guidance were solid, but some analysts remain cautious on valuation and AI execution risk. What are Analysts Thinking of Salesforce (CRM) Following Fourth Quarter Fiscal 2026 Results?
• Neutral Sentiment: Formal notice that the $25B notes have been priced is a factual development—markets are focused on coupon levels and close conditions. Salesforce Prices Public Offering of Senior Notes
• Neutral Sentiment: Competitive ecosystem moves: LivePerson launched integrations that work with Salesforce, underscoring partner/competitor dynamics in conversational AI and contact-center orchestration. LivePerson Announces Event-driven Orchestration Partnership with Coral Active
• Negative Sentiment: Market commentary warns investors demanded higher yields on the bond sale—Zacks flags caution around rising leverage and AI uncertainty, which can pressure multiples and sentiment. Salesforce Taps Bonds for Buybacks as Investors Demand More Yield
• Negative Sentiment: Recent analyst downgrade(s) and at least one pessimistic price forecast have added selling pressure and negative sentiment near term. Salesforce NYSE: CRM Stock Price Down 2% on Analyst Downgrade Northland Securities Issues Pessimistic Forecast for Salesforce NYSE: CRM Stock Price

Salesforce Stock Down 3.3%

Salesforce stock opened at $192.63 on Friday. 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 company's 50-day moving average is $210.48 and its 200-day moving average is $235.15. The firm has a market capitalization of $177.80 billion, a PE ratio of 24.66, a P/E/G ratio of 1.45 and a beta of 1.29. Salesforce Inc. has a fifty-two week low of $174.57 and a fifty-two week high of $296.05.

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, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $11.18 billion. During the same period last year, the business posted $2.78 EPS. Salesforce's revenue was up 12.1% on a year-over-year basis. 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 anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a dividend of $0.44 per share. The ex-dividend date is Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. This is an increase from Salesforce's previous quarterly dividend of $0.42. Salesforce's dividend payout ratio is presently 21.25%.

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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