Neville Rodie & Shaw Inc. Sells 17,803 Shares of Salesforce Inc. $CRM

Neville Rodie & Shaw Inc. lowered its holdings in shares of Salesforce Inc. (NYSE:CRM) by 40.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 26,050 shares of the CRM provider’s stock after selling 17,803 shares during the quarter. Neville Rodie & Shaw Inc.’s holdings in Salesforce were worth $6,901,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Brighton Jones LLC increased its stake in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after buying an additional 3,102 shares during the period. Revolve Wealth Partners LLC boosted its position in Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC grew its stake in Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank increased its position in shares of Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after acquiring an additional 500 shares during the period. Institutional investors own 80.43% of the company’s stock.

Insider Activity

In other news, Director Laura Alber purchased 2,571 shares of the stock in a transaction dated Thursday, March 19th. The shares were acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director owned 9,530 shares of the company’s stock, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David Blair Kirk acquired 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The shares were purchased at an average price of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director owned 13,689 shares in the company, valued at $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.00% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company insiders (directors) bought shares this week—two disclosures show ~2,570-share purchases at roughly $194.6 each, signaling management confidence and providing a near-term vote of confidence to the market. Insider Buying: Salesforce Director Buys 2,570 Shares of Stock
• Positive Sentiment: Salesforce is pushing “Agentic AI” initiatives and partnering to embed AI agents into workflows (including collaborations reported with NVIDIA), which investors view as core to reaccelerating bookings and revenue growth over time. This supports the bull case for CRM’s longer-term growth trajectory. Salesforce’s Agentic AI Push: Can It Reaccelerate CRM’s Sales Growth?
• Neutral Sentiment: High-profile endorsements remain in the tape—Jim Cramer previously recommended buying CRM (Feb 2025). Such mentions can influence retail flows but are less likely to move fundamentals. Jim Cramer recommended buying Salesforce (CRM) in February 2025
• Neutral Sentiment: Analysts have trimmed price targets after the latest quarter but the consensus remains a “Moderate Buy”—mixed near-term takes create a neutral broker backdrop. Salesforce (CRM) stock overview and analyst notes
• Negative Sentiment: A report flags a very large buyback program (coverage cites a $50B figure) after an EPS beat but softer guidance—some investors worry buybacks are being used to lift EPS rather than being matched by reaccelerating organic growth, weighing on sentiment. A $50 Billion Buyback Is Raising Questions About Salesforce’s Growth Story
• Negative Sentiment: Separately, Salesforce completed a large, debt-funded accelerated share repurchase and issued sizeable senior notes to finance it—this materially changes leverage and capital structure, prompting debate over long-term risk vs. shareholder returns. The Bull Case For Salesforce (CRM) Could Change Following Debt-Funded $25 Billion Buyback And Refinancing Transaction

Salesforce Trading Up 0.3%

Shares of NYSE:CRM opened at $194.89 on Friday. The company has a market capitalization of $179.88 billion, a PE ratio of 24.95, a P/E/G ratio of 1.41 and a beta of 1.29. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $296.05. The business’s fifty day simple moving average is $205.22 and its 200-day simple moving average is $233.61.

Salesforce (NYSE:CRM) last issued its quarterly earnings data 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 firm had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same period in the prior year, the business posted $2.78 EPS. The firm’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. As a group, equities research analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce announced that its board has authorized a share buyback program on Monday, March 16th that allows the company to repurchase $25.00 billion in shares. This repurchase authorization allows the CRM provider to buy up to 14.1% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

Salesforce Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is 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 dividend yield of 0.9%. Salesforce’s payout ratio is currently 21.25%.

Wall Street Analyst Weigh In

CRM has been the subject of a number of research reports. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Weiss Ratings restated a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. Royal Bank Of Canada decreased their target price on Salesforce from $290.00 to $210.00 and set a “sector perform” rating for the company in a research report on Thursday, February 26th. Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Finally, TD Cowen cut their price target on Salesforce from $325.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $280.21.

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.