Urban Wealth Management LLC Takes Position in Salesforce Inc. $CRM

Key Points

• Urban Wealth Management purchased a new stake of 6,918 shares of Salesforce in the fourth quarter valued at about $1.83 million, making CRM roughly 1.7% of the firm's portfolio and its 16th largest holding; institutional investors own about 80.43% of the company.
• Salesforce beat quarterly EPS estimates ($3.81 vs. $3.05) with revenue of $11.20 billion (+12.1% YoY), provided FY‑2027 EPS guidance of 13.110–13.190, and announced a $25.0 billion share repurchase plan while raising its quarterly dividend to $0.44.
• Analysts hold a consensus rating of "Moderate Buy" with an average target price of $279.18, though several firms recently reduced price targets and opinions range from Strong Buy to Sell.

Urban Wealth Management LLC purchased a new stake in Salesforce Inc. (NYSE:CRM - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 6,918 shares of the CRM provider's stock, valued at approximately $1,833,000. Salesforce comprises approximately 1.7% of Urban Wealth Management LLC's investment portfolio, making the stock its 16th largest holding.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Board of the Pension Protection Fund bought a new stake in Salesforce during the 4th quarter worth $26,000. Key Capital Management INC bought a new stake in Salesforce during the 4th quarter worth $26,000. Legacy Bridge LLC bought a new stake in Salesforce during the 4th quarter worth $27,000. Marquette Asset Management LLC bought a new stake in Salesforce during the 3rd quarter worth $26,000. Finally, Texas Capital Bancshares Inc TX bought a new stake in Salesforce during the 3rd quarter worth $28,000. Institutional investors own 80.43% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on CRM. Wedbush restated an "outperform" rating and set a $375.00 price objective on shares of Salesforce in a research report on Tuesday, February 24th. Sanford C. Bernstein reduced their price objective on Salesforce from $223.00 to $194.00 and set an "underperform" rating on the stock in a research report on Thursday, February 26th. UBS Group reduced their price target on Salesforce from $260.00 to $200.00 and set a "neutral" rating on the stock in a research report on Tuesday, February 17th. Roth Mkm reduced their price target on Salesforce from $395.00 to $325.00 and set a "buy" rating on the stock in a research report on Thursday, February 26th. Finally, Oppenheimer reduced their price target on Salesforce from $275.00 to $250.00 and set an "outperform" rating on the stock in a research report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $279.18.

Salesforce Stock Up 1.1%

Shares of NYSE:CRM opened at $180.17 on Tuesday. The company has a market capitalization of $147.42 billion, a price-to-earnings ratio of 23.07, a P/E/G ratio of 1.30 and a beta of 1.29. 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 business's 50-day moving average is $187.03 and its 200-day moving average is $221.46. Salesforce Inc. has a 1 year low of $163.52 and a 1 year high of $296.05.

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, topping analysts' consensus estimates of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The business had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the prior year, the business earned $2.78 EPS. The firm's revenue for the quarter 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. Equities research analysts predict that Salesforce Inc. will post 9.71 earnings per share for the current year.

Salesforce Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Thursday, April 9th were paid a dividend of $0.44 per share. This is an increase from Salesforce's previous quarterly dividend of $0.42. The ex-dividend date of this dividend was Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. Salesforce's dividend payout ratio (DPR) is currently 22.54%.

Salesforce declared that its board has initiated a stock repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in shares. This repurchase authorization allows the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company's leadership believes its stock is undervalued.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Expanded Google Cloud partnership strengthens Salesforce’s AI workflow selling points and deepens technical integration that can help monetize AI agents across enterprise accounts. Google Cloud and Salesforce Enter into Expanded Partnership
• Positive Sentiment: CEO Marc Benioff's public pledge to hire 1,000 new graduates and his stance that AI won't eliminate entry‑level roles is positive PR: it signals confidence in demand, supports workforce capacity for customer implementations, and may calm investor fears about automation‑led revenue disruption. Salesforce CEO Marc Benioff Says AI Won't Kill Entry-Level Jobs and He's Hiring 1,000 New Grads to Prove It
• Neutral Sentiment: Salesforce filed an antitrust lawsuit in the UK against Microsoft over Teams bundling; the move aims to defend competitive positioning for Slack/Agentforce but introduces legal costs and uncertainty — outcome could be strategically important over the long term. Salesforce sues Microsoft in UK over Teams bundling
• Neutral Sentiment: Market chatter that software vendors (including Salesforce) are beginning to charge customers based on AI usage highlights a potential new revenue stream but also introduces pricing complexity and customer pushback risk as firms transition to consumption models. Market Chatter: Software Companies Begin Charging Customers Based on AI Usage
• Negative Sentiment: Analyst and reporting focus on Agentforce pricing problems flags a near‑term product/monetization issue; Truist says it’s fixable, but the item raises concern about execution and revenue mix while fixes are implemented. Salesforce (CRM): Agentforce Has a Pricing Problem, and Truist Says It’s Fixable
• Negative Sentiment: Competitor ServiceNow reported strong AI‑driven subscription growth, underscoring tougher competitive dynamics in enterprise AI monetization and putting relative performance pressure on Salesforce. NOW's AI-Driven Subscription Growth Accelerates: More Upside Ahead?
• Negative Sentiment: Coverage pointing out Salesforce as one of the weaker YTD software performers increases investor focus on valuation and execution risks — a sentiment headwind until fresh proof of sustained AI monetization or margin expansion appears. Which Software Stock Has Been The Worst Performer in 2026: Adobe, Salesforce, or ServiceNow?

Insider Buying and Selling

In other news, Director Laura Alber purchased 2,571 shares of the company's stock in a transaction that occurred on Thursday, March 19th. The shares were acquired 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 $1,854,347.40. This represents a 36.94% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director David Blair Kirk purchased 2,570 shares of the company's stock in a transaction that occurred on Wednesday, March 18th. The shares were 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 owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is currently owned by corporate insiders.

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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