Salesforce Inc. $CRM Shares Acquired by Composition Wealth LLC

Key Points

• Composition Wealth LLC increased its Salesforce stake by 24.4% in Q4 to 14,911 shares valued at $3.95 million, while overall institutional ownership is about 80.43%.
• Salesforce beat quarterly estimates with $3.81 EPS vs. $3.05 expected and $11.20 billion in revenue (up 12.1% YoY), and set FY2027 EPS guidance of 13.110–13.190.
• The board authorized a $25.0 billion share repurchase (up to 14.1% of shares) and raised the quarterly dividend to $0.44 ($1.76 annualized, ~1.0% yield), signaling stronger capital returns.

Composition Wealth LLC grew its stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 24.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,911 shares of the CRM provider's stock after purchasing an additional 2,924 shares during the period. Composition Wealth LLC's holdings in Salesforce were worth $3,950,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of CRM. Marquette Asset Management LLC purchased a new stake in shares of Salesforce during the third quarter valued at $26,000. Board of the Pension Protection Fund purchased a new stake in shares of Salesforce during the fourth quarter valued at $26,000. Key Capital Management INC purchased a new stake in shares of Salesforce during the fourth quarter valued at $26,000. Legacy Bridge LLC purchased a new stake in shares of Salesforce during the fourth quarter valued at $27,000. Finally, Texas Capital Bancshares Inc TX purchased a new stake in shares of Salesforce during the third quarter valued at $28,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Stock Up 4.2%

NYSE:CRM opened at $183.98 on Friday. The firm has a market capitalization of $150.54 billion, a price-to-earnings ratio of 23.56, a PEG ratio of 1.28 and a beta of 1.14. Salesforce Inc. has a 1-year low of $163.52 and a 1-year high of $296.05. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The business's fifty day moving average price is $186.67 and its 200 day moving average price is $220.25.

Salesforce (NYSE:CRM - Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 15.38% and a net margin of 17.96%.Salesforce's quarterly revenue was up 12.1% on a year-over-year basis. During the same period in the previous year, the firm 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, sell-side analysts forecast that Salesforce Inc. will post 9.71 earnings per share for the current fiscal year.

Salesforce declared that its Board of Directors has authorized a stock repurchase program on Monday, March 16th that permits the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are often an indication that the company's board of directors believes its stock is undervalued.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Thursday, April 9th were given a dividend of $0.44 per share. The ex-dividend date of this dividend was Thursday, April 9th. This is a positive change from Salesforce's previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a yield of 1.0%. Salesforce's payout ratio is presently 22.54%.

Insider Buying and Selling at Salesforce

In other news, Director David Blair Kirk bought 2,570 shares of the company's stock in a transaction on Wednesday, March 18th. The shares were bought at an average cost of $194.62 per share, with a total value of $500,173.40. Following the transaction, the director directly owned 13,689 shares in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Laura Alber bought 2,571 shares of the company's stock in a transaction on Thursday, March 19th. The stock was purchased at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by insiders.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched Agentforce Operations to fix agent workflow failures — Salesforce unveiled Agentforce Operations to orchestrate and harden the workflows that break enterprise AI agents, addressing a core scalability and reliability issue for customers. This product move directly targets enterprise demand for reliable AI automation and can improve retention and upsell. Salesforce launches Agentforce Operations to fix the workflows breaking enterprise AI
• Positive Sentiment: Big AI hiring push and deeper ecosystem bets — Salesforce announced a program to recruit 1,000 new graduates into AI roles and is expanding partner bets (notably a deeper Google Cloud tie-up and an early Anthropic investment). Those moves bolster execution capacity and give Salesforce access to third‑party models/compute, supporting its positioning as an AI-first workflow platform. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Positive Sentiment: Crowdsourcing AI roadmap with customers — Salesforce is inviting customers into its AI roadmap process, which can accelerate product-market fit, shorten feedback loops, and lower execution risk for new AI features. That helps protect long‑term revenue trajectories as the company embeds AI into core CRM workflows. Salesforce is crowdsourcing its AI roadmap — with customers
• Positive Sentiment: AI being embedded across CRM workflows (industry validation) — Coverage noting Salesforce and Microsoft pushing AI deeper into CRM workflows signals broad market adoption and competitive validation of Salesforce’s strategy. That supports recurring revenue growth if customers adopt agentized workflows at scale. Salesforce and Microsoft push AI deeper into CRM workflows
• Neutral Sentiment: Wall‑street/sector context — Morgan Stanley remains bullish on select SaaS names amid the broader software pullback; this helps sector sentiment but is not an immediate company‑specific catalyst. Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
• Neutral Sentiment: Antitrust/legal action around Slack vs Microsoft — Salesforce’s Slack unit has sued Microsoft in London alleging anticompetitive behavior; legal outcomes are uncertain and timing is long‑dated, so immediate revenue impact is unclear. Salesforce (CRM) Stock In Focus After Slack Targets Microsoft In Court
• Negative Sentiment: Organizational restructuring and workforce reductions — Salesforce is reorganizing with leadership changes and some reductions even as it hires for AI roles; layoffs and exec churn raise short‑term execution and morale risk. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Negative Sentiment: Recent short‑term weakness — reporting showed a recent close decline (~‑2.6% in a prior session), highlighting near‑term volatility as investors debate AI execution vs. valuation. Salesforce (CRM) Stock Sinks As Market Gains: Here's Why

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Piper Sandler reduced their target price on Salesforce from $250.00 to $215.00 and set an "overweight" rating for the company in a report on Tuesday, April 14th. Wedbush reaffirmed an "outperform" rating and set a $375.00 target price on shares of Salesforce in a report on Tuesday, February 24th. Cantor Fitzgerald reaffirmed an "overweight" rating on shares of Salesforce in a report on Thursday, February 26th. BTIG Research reaffirmed a "buy" rating and set a $255.00 target price on shares of Salesforce in a report on Friday, April 17th. Finally, TD Cowen reduced their target price on Salesforce from $325.00 to $250.00 and set a "buy" rating for the company in a report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $279.18.

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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