Third View Private Wealth LLC Makes New Investment in Salesforce Inc. $CRM

Key Points

• Third View Private Wealth LLC opened a new position in Salesforce (CRM), buying 25,090 shares in Q4 worth about $6.65 million — roughly 0.9% of the fund's portfolio and its 25th-largest holding.
• Salesforce beat Q4 estimates (EPS $3.81 vs. $3.05) on $11.20B revenue (+12.1% YoY), issued FY2027 EPS guidance of 13.110–13.190, raised the quarterly dividend to $0.44, and authorized a $25 billion share buyback program.

Third View Private Wealth LLC purchased a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 25,090 shares of the CRM provider's stock, valued at approximately $6,647,000. Salesforce accounts for about 0.9% of Third View Private Wealth LLC's portfolio, making the stock its 25th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Marquette Asset Management LLC acquired a new stake in Salesforce during the 3rd quarter worth about $26,000. Board of the Pension Protection Fund acquired a new stake in Salesforce during the 4th quarter worth about $26,000. Evolution Wealth Management Inc. acquired a new stake in Salesforce during the 2nd quarter worth about $27,000. Legacy Bridge LLC acquired a new stake in Salesforce during the 4th quarter worth about $27,000. Finally, Texas Capital Bancshares Inc TX acquired a new stake in Salesforce during the 3rd quarter worth about $28,000. Institutional investors and hedge funds own 80.43% of the company's stock.

Salesforce Price Performance

Shares of Salesforce stock opened at $172.76 on Tuesday. 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 Inc. has a twelve month low of $163.52 and a twelve month high of $296.05. The business has a 50-day moving average price of $189.15 and a 200 day moving average price of $225.71. The firm has a market cap of $159.45 billion, a PE ratio of 22.12, a P/E/G ratio of 1.20 and a beta of 1.29.

Salesforce (NYSE:CRM - Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping the consensus estimate of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same period in the previous year, the business earned $2.78 EPS. 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. Sell-side analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a $0.44 dividend. This is a boost from Salesforce's previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce's dividend payout ratio is presently 22.54%.

Salesforce announced that its Board of Directors has initiated a share buyback 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 purchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company's board of directors believes its stock is undervalued.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Sector-led rally lifts CRM: A broad software rebound is pushing beaten-down large-cap names higher, driving short-term buying momentum into Salesforce. Salesforce Jumps 5%, Adobe Climbs 6%, Snowflake Rockets 9 in a Broad Software Sector Rebound
• Positive Sentiment: Analyst take: Wedbush says recent sell-offs (including CRM) were disconnected from emerging AI monetization prospects, implying the pullback may have been overdone and supporting a recovery thesis. Microsoft, Salesforce Recent Sell-Offs Disconnected From Emerging AI Monetization Opportunities, Wedbush Says
• Positive Sentiment: Long-term value argument: Research pieces highlight Salesforce as an undervalued large-cap with strong cash flow and AI-driven growth potential — a buy-the-dip narrative for long-term investors. Why Salesforce (CRM) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Reference / quote and financials: Company profile and latest market data are available for investors tracking fundamentals and guidance. Salesforce, Inc. (CRM) Stock Price, News, Quote & History - Yahoo Finance
• Negative Sentiment: Fund-level selling: Mar Vista’s U.S. Quality Strategy disclosed it sold Salesforce, citing AI-related execution challenges — a sign that some active managers are reducing exposure due to near-term execution/AI risk. Mar Vista U.S. Quality Strategy Sold Salesforce (CRM) Due to AI Challenges
• Negative Sentiment: Operational and reputational risks: A reported customer data breach linked to a third‑party app (Drift) and plans to cut ~4,000 support roles as AI replaces service tasks have raised fresh concerns about data security, customer relationships and near-term execution. Salesforce Data Breach And AI Layoffs Reshape Risk And Valuation Narrative

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Northland Securities decreased their price objective on Salesforce from $267.00 to $229.00 and set a "market perform" rating for the company in a report on Tuesday, March 10th. TD Cowen decreased their price objective on Salesforce from $325.00 to $250.00 and set a "buy" rating for the company in a report on Thursday, February 26th. Morgan Stanley decreased their price objective on Salesforce from $398.00 to $287.00 and set an "overweight" rating for the company in a report on Monday, February 23rd. KeyCorp decreased their price objective on Salesforce from $400.00 to $300.00 and set an "overweight" rating for the company in a report on Tuesday, February 24th. Finally, Cantor Fitzgerald reissued an "overweight" rating on shares of Salesforce in a report on Thursday, February 26th. One research 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 company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $280.21.

Insider Transactions at Salesforce

In other news, 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 sale, 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 sale was disclosed in a legal 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 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 purchase, the director directly owned 13,689 shares of the company's stock, valued at approximately $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.00% of the company's stock.

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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