Quent Long Short Global Small Cap Fund LP Makes New Investment in Salesforce Inc. $CRM

Quent Long Short Global Small Cap Fund LP purchased a new position in Salesforce Inc. (NYSE:CRM) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,487 shares of the CRM provider’s stock, valued at approximately $1,189,000.

Several other hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after purchasing an additional 205 shares during the last quarter. Bison Wealth LLC raised its stake in shares of Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after acquiring an additional 184 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after acquiring an additional 106 shares during the last quarter. Finally, United Bank raised its stake in shares of Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after acquiring an additional 500 shares during the last quarter. 80.43% of the stock is owned by institutional investors.

Insiders Place Their Bets

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

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce and Google Cloud expanded their partnership to enable AI agents that operate across both platforms, improving cross-product workflows (Slack, Google Workspace) and addressing data fragmentation—this supports long?term AI revenue potential. Salesforce and Google Cloud Enable AI Agents to Act Across Both Platforms with Deep Context and End-to-End Workflows
• Positive Sentiment: Analyst/industry pieces highlight accelerating AI adoption at Salesforce—Agentforce ARR growth and strong usage metrics are cited as drivers that can offset legacy seat?based risks. These fundamentals support a constructive medium-term thesis. Salesforce: AI Is A True Acceleration Driver, Not A Hollow Rebrand
• Positive Sentiment: Coverage noting a large buyback program and strategic partnerships (Google) bolsters the buy-and-hold case for investors focused on buybacks and AI monetization. Salesforce (CRM) Stock: Google Partnership, $25B Buyback, and What Analysts Are Saying
• Positive Sentiment: High-profile investors and commentators are showing support—Michael Burry has been building positions in software names, and Jim Cramer has advised holders not to sell at current prices—both lend behavioral support to buyers. Michael Burry plans to buy Salesforce stock for crucial reason Jim Cramer on Salesforce: “I Would Not Sell It at These Prices”
• Neutral Sentiment: Third?party analyses (valuation-reset pieces, momentum screens, and Oracle comparisons) provide mixed views—some argue the valuation reset makes CRM attractive, others emphasize competitive risk. These are interpretive and influence sentiment more than fundamentals. Salesforce Valuation Reset: AI Growth, Low Debt, And A Much Higher Fair Value Case
• Neutral Sentiment: Montaka published an internal assessment on Salesforce; coverage of activist or hedge-fund views can increase short-term volatility but its direct impact depends on the assessment’s specifics. Here’s Montaka’s Internal Assessment on Salesforce (CRM)
• Negative Sentiment: Sector-wide panic after ServiceNow’s weak guidance has pressured enterprise software stocks broadly—this is the proximate cause of today’s selling, not company-specific bad news for Salesforce. Salesforce Stock Is Plummeting Today: What’s Happening?
• Negative Sentiment: Multiple outlets describe a “sector panic” that led to steep intraday drops in CRM and peers—momentum selling and cascading price-target cuts amplify downside even when individual company results remain solid. Salesforce Plummets 9% on Sector Panic. Is the Cloud Software King on Sale?
• Negative Sentiment: Piper Sandler reduced its price target citing rising AI competition in enterprise software; analyst downgrades/target cuts can exacerbate outflows and weigh on sentiment near-term. Salesforce, Inc. (CRM) PT Reduced as Piper Sandler Flags Rising AI Competition in Enterprise Software

Analysts Set New Price Targets

Several equities analysts have recently commented on CRM shares. Sanford C. Bernstein lowered their price objective on shares of Salesforce from $223.00 to $194.00 and set an “underperform” rating for the company in a research note on Thursday, February 26th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Salesforce in a research note on Thursday, February 26th. Northland Securities decreased their target price on Salesforce from $267.00 to $229.00 and set a “market perform” rating for the company in a report on Tuesday, March 10th. Citigroup upped their target price on Salesforce from $197.00 to $200.00 and gave the company a “neutral” rating in a report on Monday, March 2nd. Finally, Oppenheimer decreased their target price on Salesforce from $275.00 to $250.00 and set an “outperform” 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 given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $279.18.

Salesforce Price Performance

CRM stock opened at $173.33 on Friday. Salesforce Inc. has a 1 year low of $163.52 and a 1 year high of $296.05. The company has a market cap of $141.82 billion, a P/E ratio of 22.19, a PEG ratio of 1.38 and a beta of 1.29. The firm has a 50-day moving average of $187.44 and a 200 day moving average of $222.64. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) 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 company had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the prior year, the firm earned $2.78 earnings per share. Salesforce’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, sell-side analysts forecast that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce declared that its Board of Directors has authorized a share buyback plan on Monday, March 16th that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th were issued a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date was Thursday, April 9th. Salesforce’s dividend payout ratio is currently 22.54%.

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.