Paragon Capital Management Ltd Has $13.81 Million Holdings in Salesforce Inc. $CRM

Key Points

• Salesforce's board authorized a $25.0 billion share repurchase (up to 14.1% of outstanding shares) and raised its quarterly dividend to $0.44 (annualized $1.76, ~1.0% yield), signaling management believes the stock may be undervalued.
• The company beat Q4 estimates with EPS $3.81 vs. $3.05 and revenue of $11.20 billion (+12.1% YoY), and provided FY27 EPS guidance of 13.110–13.190, even as some analysts trimmed price targets and the consensus remains a "Moderate Buy" (target ~$280).
• Investor activity included Paragon Capital cutting its stake in Salesforce by 31% to 52,139 shares worth $13.81 million, while insiders showed mixed trades — Director David Blair Kirk bought 2,570 shares and Director Neelie Kroes sold 3,893 shares.

Paragon Capital Management Ltd cut its position in Salesforce Inc. (NYSE:CRM - Free Report) by 31.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,139 shares of the CRM provider's stock after selling 23,442 shares during the quarter. Salesforce accounts for about 2.8% of Paragon Capital Management Ltd's holdings, making the stock its 10th biggest holding. Paragon Capital Management Ltd's holdings in Salesforce were worth $13,812,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Aspire Growth Partners LLC raised its position in Salesforce by 1.2% in the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider's stock valued at $795,000 after purchasing an additional 39 shares during the last quarter. Abacus Planning Group Inc. raised its position in Salesforce by 3.1% in the third quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider's stock valued at $337,000 after purchasing an additional 43 shares during the last quarter. Byrne Asset Management LLC raised its position in Salesforce by 1.0% in the fourth quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider's stock valued at $1,147,000 after purchasing an additional 43 shares during the last quarter. Code Waechter LLC raised its position in Salesforce by 5.3% in the third quarter. Code Waechter LLC now owns 871 shares of the CRM provider's stock valued at $209,000 after purchasing an additional 44 shares during the last quarter. Finally, Capital A Wealth Management LLC raised its stake in shares of Salesforce by 40.9% during the second quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider's stock valued at $41,000 after acquiring an additional 45 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of the stock in a transaction on Wednesday, March 18th. The stock was acquired 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 owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the completion of the sale, the director owned 7,299 shares of the company's stock, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.00% of the stock is currently owned by corporate insiders.

Salesforce Price Performance

Shares of NYSE CRM opened at $170.82 on Friday. Salesforce Inc. has a twelve month low of $167.12 and a twelve month high of $296.05. The firm has a fifty day simple moving average of $190.85 and a 200 day simple moving average of $227.04. The company has a market capitalization of $157.67 billion, a PE ratio of 21.87, a P/E/G ratio of 1.28 and a beta of 1.29. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM - Get Free Report) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $11.18 billion. During the same quarter last year, the firm earned $2.78 earnings per share. Salesforce's quarterly 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. On average, sell-side analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce announced that its board has authorized a stock 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 purchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company's management believes its stock is undervalued.

Salesforce Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be issued a $0.44 dividend. The ex-dividend date is Thursday, April 9th. This is an increase from Salesforce's previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. Salesforce's dividend payout ratio is presently 21.25%.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Morgan Stanley dropped their price target on shares of Salesforce from $398.00 to $287.00 and set an "overweight" rating for the company in a research note on Monday, February 23rd. Mizuho dropped 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. Truist Financial set a $280.00 price target on shares of Salesforce in a research note on Thursday, February 26th. Wolfe Research reaffirmed an "outperform" rating on shares of Salesforce in a research note on Thursday, January 15th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Salesforce from $365.00 to $320.00 and set an "overweight" rating for the company in a research note on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Salesforce has a consensus rating of "Moderate Buy" and a consensus target price of $280.21.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst Dan Ives argues the recent sell-off may be overdone and that CIO feedback shows AI deployments moving from pilot to large-scale rollouts in 2026, which should benefit major enterprise software vendors over time. Microsoft, Salesforce, ServiceNow Sell-Off Is Overdone: Dan Ives
• Positive Sentiment: Salesforce is expanding ecosystem reach via a partnership to supply cloud communications infrastructure for its Agentforce Contact Center, supporting product adoption and platform stickiness. Salesforce, Inc (CRM) Partners With A Key Cloud Communications Provider
• Positive Sentiment: A Navatar offering built on Salesforce shows third-party vendors continue to choose CRM as an enterprise platform, reinforcing Salesforce’s role in vertical workflows (M&A banking use case). Navatar Unveils AI-Powered M&A CRM Operating Model for Investment Banks and Boutique Advisors
• Neutral Sentiment: Recent benchmarking pieces review Salesforce’s Q4 results and metrics; the firm beat EPS and revenue estimates and reiterated multi-year growth targets, underscoring solid fundamentals even as multiples compress. Sales Software Stocks Q4 Results: Benchmarking Salesforce NYSE: CRM
• Neutral Sentiment: Zacks highlights investor attention on CRM and summarizes factors to watch—product momentum, margins, and AI investments—useful but not immediately price-moving. Salesforce, Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Investors dumped software stocks after Anthropic released a powerful new model, prompting concerns that increasingly capable AI could accelerate competition, margin pressure, or change software value chains. This sector-wide fear is weighing on CRM. Anthropic's Latest AI Model Sends a Shockwave Through Software Stocks
• Negative Sentiment: CNBC’s Jim Cramer notes a renewed rotation into hardware/infrastructure names and away from software, favoring companies that underpin AI data centers—an allocation shift that pressures software multiple compression. Cramer explains the divergence in tech stocks – and why software may continue to lag
• Negative Sentiment: A report shows Slackbot being used as a CRM interface, highlighting potential competitive/usage threats if customers choose lighter, integrated Slack workflows over traditional Salesforce modules for some use cases. Slack instead of Salesforce: Slackbot becomes CRM interface

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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