Matauro LLC Acquires Shares of 7,735 Salesforce Inc. $CRM

Key Points

• Matauro LLC acquired a new position of 7,735 shares of Salesforce (≈$2.05 million) in the fourth quarter, according to its SEC filing.
• Salesforce's board authorized an accelerated $25 billion share buyback (up to 14.1% of shares) and raised the quarterly dividend to $0.44, signaling increased shareholder-return focus.
• The company beat quarterly EPS estimates ($3.81 vs. $3.05) on $11.20B revenue, two directors each bought about 2,570 shares at ≈$194.6, and analysts maintain a consensus "Moderate Buy" with an average price target of $280.21.

Matauro LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 7,735 shares of the CRM provider's stock, valued at approximately $2,049,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Rockland Trust Co. raised its position in Salesforce by 1,145.6% during the 3rd quarter. Rockland Trust Co. now owns 13,066 shares of the CRM provider's stock worth $3,097,000 after buying an additional 12,017 shares during the last quarter. Alps Advisors Inc. boosted its holdings in shares of Salesforce by 98.3% in the third quarter. Alps Advisors Inc. now owns 21,455 shares of the CRM provider's stock valued at $5,085,000 after acquiring an additional 10,633 shares in the last quarter. Midwest Trust Co increased its stake in shares of Salesforce by 2.3% during the third quarter. Midwest Trust Co now owns 187,071 shares of the CRM provider's stock worth $44,336,000 after acquiring an additional 4,233 shares during the period. Jones Financial Companies Lllp increased its stake in shares of Salesforce by 15.1% during the third quarter. Jones Financial Companies Lllp now owns 467,551 shares of the CRM provider's stock worth $113,420,000 after acquiring an additional 61,270 shares during the period. Finally, AGF Management Ltd. raised its holdings in Salesforce by 42.2% during 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. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Salesforce news, Director Laura Alber purchased 2,571 shares of the firm's stock in a transaction on 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 purchase, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. This represents a 36.94% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction on Wednesday, March 18th. The stock was acquired at an average price of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company's stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company announced an accelerated $25B share buyback and bullish analyst commentary (BNP Paribas Exane raised its PT to $230), reinforcing cash return plans and EPS accretion expectations. This supports upside potential and investor confidence. Salesforce Asserts Growth and Cash Trajectory
• Positive Sentiment: BTIG reaffirmed a Buy rating with a $255 price target, signaling strong analyst conviction and a sizable implied upside versus current levels. BTIG Buy Rating and $255 PT
• Positive Sentiment: AI product traction: Agentforce posted 169% ARR growth with 29,000 deals and Data 360 is boosting recurring revenue — tangible signs that Salesforce’s AI-driven offerings are contributing to revenue momentum. Salesforce's AI Push Gains Steam
• Positive Sentiment: Slack upside: CEO Marc Benioff projects Slack revenue reaching ~$3B this year and Salesforce rolled out 30 new AI features for Slackbot — both increase the potential revenue contribution from Slack and reinforce synergy narratives. Slack revenue expected to hit $3B Slack adds 30 AI features
• Neutral Sentiment: Billionaire Ray Dalio disclosed a minor reduction in Bridgewater’s long-held CRM position; the holding dates to 2011 and Bridgewater has been rebuilding exposure since 2024 — a small trade that is unlikely to materially change the stock’s fundamentals. Ray Dalio Discloses Minor Reduction
• Neutral Sentiment: Marketing Cloud expansion: a compliance-focused messaging integration (Solutions by Text) broadens use in regulated verticals (financial services), a strategic but incremental commercial win. Compliance Messaging Integration
• Negative Sentiment: Short interest / bearish views: activist/short Eric Jackson publicly shorts Salesforce citing an "AI Paradox" thesis, which could amplify downside pressure if momentum shifts or investors re-evaluate AI risk vs. reward. Eric Jackson Shorts Salesforce

Wall Street Analyst Weigh In

A number of brokerages have weighed in on CRM. Needham & Company LLC reaffirmed a "buy" rating and issued a $400.00 price objective on shares of Salesforce in a report on Thursday, February 26th. Mizuho decreased their price target on Salesforce from $280.00 to $265.00 and set an "outperform" rating on the stock in a research note on Thursday, February 26th. UBS Group dropped their price objective on Salesforce from $260.00 to $200.00 and set a "neutral" rating on the stock in a report on Tuesday, February 17th. Wells Fargo & Company cut their price objective on Salesforce from $235.00 to $210.00 and set an "equal weight" rating for the company in a research report on Thursday, February 26th. Finally, Jefferies Financial Group reduced their target price on Salesforce from $375.00 to $250.00 and set a "buy" rating for the company in a report on Monday, February 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Salesforce has a consensus rating of "Moderate Buy" and an average price target of $280.21.

Salesforce Stock Performance

Shares of NYSE CRM opened at $186.29 on Thursday. The company has a 50-day simple moving average of $196.19 and a 200-day simple moving average of $229.51. 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 has a market cap of $171.94 billion, a PE ratio of 23.85, a price-to-earnings-growth ratio of 1.36 and a beta of 1.29. Salesforce Inc. has a 12 month low of $174.57 and a 12 month 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 anticipate that Salesforce Inc. will post 7.46 earnings per share 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 will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be 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 is Thursday, April 9th. Salesforce's payout ratio is 22.54%.

Salesforce 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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