Matauro LLC Purchases Shares of 7,735 Salesforce Inc. $CRM

Matauro LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 7,735 shares of the CRM provider’s stock, valued at approximately $2,049,000.

Other large investors have also made changes to their positions in the company. Marquette Asset Management LLC acquired a new position in Salesforce in the third quarter valued at $26,000. Board of the Pension Protection Fund acquired a new stake in Salesforce during the fourth quarter worth about $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce in the 2nd quarter worth about $27,000. Texas Capital Bancshares Inc TX purchased a new position in shares of Salesforce in the 3rd quarter worth about $28,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in shares of Salesforce in the 3rd quarter valued at about $39,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Stock Down 0.2%

NYSE CRM opened at $186.29 on Thursday. 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 fifty-two week low of $174.57 and a fifty-two week high of $296.05. The business has a 50 day moving average price of $196.19 and a two-hundred day moving average price of $229.51. The stock has a market cap of $171.94 billion, a PE ratio of 23.85, a P/E/G ratio of 1.36 and a beta of 1.29.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $11.18 billion. During the same quarter last year, the firm posted $2.78 earnings per share. The business’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, sell-side analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

The company 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 $0.44 dividend. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is presently 22.54%.

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

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company announced an accelerated $25B share buyback and bullish analyst commentary (BNP Paribas Exane raised its PT to $230), reinforcing cash return plans and EPS accretion expectations. This supports upside potential and investor confidence. Salesforce Asserts Growth and Cash Trajectory
• Positive Sentiment: BTIG reaffirmed a Buy rating with a $255 price target, signaling strong analyst conviction and a sizable implied upside versus current levels. BTIG Buy Rating and $255 PT
• Positive Sentiment: AI product traction: Agentforce posted 169% ARR growth with 29,000 deals and Data 360 is boosting recurring revenue — tangible signs that Salesforce’s AI-driven offerings are contributing to revenue momentum. Salesforce’s AI Push Gains Steam
• Positive Sentiment: Slack upside: CEO Marc Benioff projects Slack revenue reaching ~$3B this year and Salesforce rolled out 30 new AI features for Slackbot — both increase the potential revenue contribution from Slack and reinforce synergy narratives. Slack revenue expected to hit $3B Slack adds 30 AI features
• Neutral Sentiment: Billionaire Ray Dalio disclosed a minor reduction in Bridgewater’s long-held CRM position; the holding dates to 2011 and Bridgewater has been rebuilding exposure since 2024 — a small trade that is unlikely to materially change the stock’s fundamentals. Ray Dalio Discloses Minor Reduction
• Neutral Sentiment: Marketing Cloud expansion: a compliance-focused messaging integration (Solutions by Text) broadens use in regulated verticals (financial services), a strategic but incremental commercial win. Compliance Messaging Integration
• Negative Sentiment: Short interest / bearish views: activist/short Eric Jackson publicly shorts Salesforce citing an “AI Paradox” thesis, which could amplify downside pressure if momentum shifts or investors re-evaluate AI risk vs. reward. Eric Jackson Shorts Salesforce

Wall Street Analyst Weigh In

A number of research firms recently issued reports on CRM. DA Davidson dropped their target price on shares of Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research report on Friday, February 27th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Salesforce in a research report on Monday, December 29th. Stifel Nicolaus decreased their price objective on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. JPMorgan Chase & Co. cut their target price on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating on the stock in a research note on Thursday, February 26th. Finally, Evercore reduced their target price on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $280.21.

Insider Buying and Selling at Salesforce

In other Salesforce news, Director Laura Alber bought 2,571 shares of the stock in a transaction dated Thursday, March 19th. The stock was bought at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the purchase, the director directly owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. The trade was 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 the SEC website. Also, Director David Blair Kirk bought 2,570 shares of the company’s stock in a transaction dated Wednesday, March 18th. The shares were acquired at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the transaction, the director 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 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.