Salesforce Inc. $CRM Shares Bought by IFP Advisors Inc

IFP Advisors Inc increased its position in Salesforce Inc. (NYSE:CRM) by 17.4% during the third quarter, Holdings Channel reports. The fund owned 22,914 shares of the CRM provider’s stock after purchasing an additional 3,404 shares during the quarter. IFP Advisors Inc’s holdings in Salesforce were worth $5,432,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in shares of 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 period. Revolve Wealth Partners LLC boosted its position in shares of Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC grew its holdings 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 buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC grew its holdings 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 buying an additional 106 shares in the last quarter. Finally, United Bank increased its position in Salesforce by 5.2% in the 2nd 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 period. 80.43% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

CRM has been the topic of several recent analyst reports. Wall Street Zen raised Salesforce from a “hold” rating to a “buy” rating in a research note on Friday, November 28th. Roth Mkm lowered their price target on Salesforce from $395.00 to $325.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. BTIG Research cut their price objective on shares of Salesforce from $260.00 to $255.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Robert W. Baird reduced their price objective on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Finally, Evercore decreased their target price on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating for the company in a research report on Thursday, December 4th. One equities research 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 given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $280.21.

Salesforce Stock Up 0.3%

Shares of CRM stock opened at $194.89 on Friday. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $296.05. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. The business’s fifty day moving average is $205.22 and its 200-day moving average is $233.61. The stock has a market cap of $179.88 billion, a PE ratio of 24.95, a price-to-earnings-growth ratio of 1.41 and a beta of 1.29.

Salesforce (NYSE:CRM) last announced its quarterly earnings data 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 business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same quarter in the prior year, the firm posted $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. Equities analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The firm also recently declared 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. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. 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. Salesforce’s dividend payout ratio is currently 21.25%.

Salesforce announced that its Board of Directors has approved a share repurchase plan on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.

Key Stories Impacting Salesforce

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

Insider Activity

In other Salesforce news, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The stock was acquired at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the purchase, the director directly owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. Also, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director owned 7,299 shares of the company’s stock, valued at $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 3.00% of the company’s stock.

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.