4,342 Shares in Salesforce Inc. $CRM Acquired by Net Worth Advisory Group

Net Worth Advisory Group purchased a new stake in Salesforce Inc. (NYSE:CRM) during the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 4,342 shares of the CRM provider’s stock, valued at approximately $1,150,000.

Other large investors have also made changes to their positions in the company. Capital World Investors grew its position in Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after acquiring an additional 10,636,161 shares during the period. Norges Bank purchased a new position in shares of Salesforce in the 2nd quarter worth about $2,826,049,000. Hotchkis & Wiley Capital Management LLC purchased a new position in shares of Salesforce in the 3rd quarter worth about $484,852,000. Alyeska Investment Group L.P. lifted its stake in shares of Salesforce by 285.4% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock valued at $589,568,000 after purchasing an additional 1,842,117 shares in the last quarter. Finally, Generation Investment Management LLP acquired a new position in shares of Salesforce in the 3rd quarter valued at about $431,157,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Stock Performance

Salesforce stock opened at $179.14 on Friday. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $296.05. 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 capitalization of $165.35 billion, a price-to-earnings ratio of 22.94, a price-to-earnings-growth ratio of 1.35 and a beta of 1.29. The firm’s fifty day moving average price is $198.40 and its 200 day moving average price is $230.87.

Salesforce (NYSE:CRM) last announced its 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. 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 the consensus estimate of $11.18 billion. During the same period last year, the firm earned $2.78 earnings per share. The company’s 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, research analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. The ex-dividend date is Thursday, April 9th. This represents a $1.76 annualized dividend and a yield of 1.0%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is presently 21.25%.

Salesforce declared that its board has approved a share buyback program on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Analyst Ratings Changes

CRM has been the subject of a number of research analyst reports. Sanford C. Bernstein dropped their target price on shares of Salesforce from $223.00 to $194.00 and set an “underperform” rating for the company in a research report on Thursday, February 26th. Wall Street Zen raised shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Friday, November 28th. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. TD Cowen dropped their price objective on shares of Salesforce from $325.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Finally, Macquarie Infrastructure lifted their target price on shares of Salesforce from $250.00 to $265.00 and gave the company a “neutral” rating in a report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus target price of $280.21.

Insider Activity

In related news, Director David Blair Kirk acquired 2,570 shares of Salesforce stock in a transaction 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 purchase, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. The trade was a 23.11% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Laura Alber acquired 2,571 shares of the firm’s stock in a transaction on Thursday, March 19th. The shares were bought at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the acquisition, 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 disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Major federal win — Salesforce’s Agentforce autonomous AI agents are being rolled out in the U.S. Department of Labor’s National Contact Center, a large public?sector deployment that validates scale and recurring revenue potential for AI offerings. Salesforce AI Agents Enter US Labor Department As Valuation Lags Targets
• Positive Sentiment: Healthcare scale use case — The Veterans Health Administration deployed a Salesforce?powered agentic operating system to automate workflows and save frontline staff hours, reinforcing enterprise traction for Agentforce in large, mission?critical customers. VHA Deploys Salesforce-Powered Agentic Operating System, Saving Thousands of Staff Hours for Front-Line Veteran Care
• Positive Sentiment: Large buyback thesis — Analysts and commentators highlight Salesforce’s aggressive capital return (including a $25B accelerated share repurchase within a $50B program) as a key catalyst to lift EPS and support the share price as buybacks meaningfully reduce float. Salesforce: Billions Of Reasons To Own
• Neutral Sentiment: Cost and leadership moves — Salesforce is reshaping executive pay, cutting fewer than 1,000 jobs and appointing new leaders; these moves can lift margins but also signal ongoing restructuring risk. Salesforce Resets Executive Pay And Leadership As Shares Trade Below Targets
• Neutral Sentiment: Small analyst tweak — Erste Group nudged FY27 EPS estimates slightly higher, a data point that offers modest support but doesn’t alter consensus materially. (research note)
• Negative Sentiment: Analyst/target pressure — Some outlets report notable price?target cuts (example: a ~10.8% downward revision reported) that weigh on near?term sentiment and downside expectations. Salesforce (CRM) price target decreased by 10.84% to 278.01
• Negative Sentiment: Sector sell?off — Commentary that software stocks have entered a bear market and coverage noting CRM is down since its last earnings report are pressuring the stock; broad sector flows can outweigh company?specific positives in the short term. Software Stocks Have Entered a Bear Market. Is This the End of the AI Trade, or Just the Beginning? Salesforce (CRM) Down 6.9% Since Last Earnings Report: Can It Rebound?

About Salesforce

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.