Salesforce Inc. $CRM Shares Acquired by DigitalBridge Group Inc.

DigitalBridge Group Inc. increased its position in shares of Salesforce Inc. (NYSE:CRM) by 55.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 143,703 shares of the CRM provider’s stock after buying an additional 51,332 shares during the period. Salesforce comprises approximately 2.7% of DigitalBridge Group Inc.’s holdings, making the stock its 18th biggest holding. DigitalBridge Group Inc.’s holdings in Salesforce were worth $34,058,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. purchased a new stake in shares of Salesforce during the second quarter worth about $27,000. Marquette Asset Management LLC purchased a new position in Salesforce in the third quarter valued at about $26,000. Texas Capital Bancshares Inc TX acquired a new stake in Salesforce during the 3rd quarter valued at approximately $28,000. Country Trust Bank increased its holdings in Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock worth $35,000 after purchasing an additional 112 shares during the last quarter. Finally, Kilter Group LLC acquired a new position in shares of Salesforce in the 2nd quarter valued at approximately $42,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce has launched a record $25 billion accelerated share repurchase (ASR), with initial delivery of roughly 103 million shares, which should boost EPS and signal management confidence. Salesforce Commences Largest-Ever $25 Billion Accelerated Share Repurchase
• Positive Sentiment: Salesforce announced a major AI partnership with NVIDIA to embed AI agents into workflows — a strategic move that could deepen product differentiation and drive enterprise demand for AI-enabled CRM. Salesforce Teams with NVIDIA to Bring AI Agents into the Flow of Work
• Positive Sentiment: Some analysts and brokers are endorsing the capital-allocation move: Truist reiterated a Buy and other analyst notes highlight management conviction in growth and EPS accretion from buybacks. Analyst support can underpin sentiment and price targets. Salesforce (CRM) Gets Buy Rating on Capital Allocation Strategy
• Neutral Sentiment: Market commentary and strategy pieces are parsing the company’s “doubling down” on AI and buybacks; these provide context but don’t change fundamentals immediately. Salesforce: Doubling Down In A Time Of Uncertainty
• Neutral Sentiment: Analyst roundups and investor interest pieces are elevating attention on CRM; heightened searches and AP coverage can increase short-term trading volume but are information, not a catalyst per se. Analysts Offer Insights on Technology Companies: Salesforce (CRM)
• Negative Sentiment: Salesforce funded the ASR largely with a multi-tranche debt package (senior notes maturing 2028–2066 and a new $6B term loan), significantly increasing leverage and interest exposure — a structural risk if growth/ cash generation slows or rates rise. The Bull Case For Salesforce (CRM) Could Change Following Debt-Funded $25 Billion Buyback And Refinancing Transaction
• Negative Sentiment: Some coverage warns the large, debt-funded buyback could change the bull case by concentrating risk in the capital structure — investors are re-pricing that trade-off today. Salesforce (CRM) Stock Climbs on Historic $25B Share Repurchase Launch

Insider Activity

In other news, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the transaction, the director owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 3.00% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on CRM. BTIG Research dropped their price target on shares of Salesforce from $260.00 to $255.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Arete Research raised shares of Salesforce to a “strong-buy” rating in a research report on Thursday, December 11th. DA Davidson decreased their price target on Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research note on Friday, February 27th. Guggenheim reissued a “neutral” rating on shares of Salesforce in a report on Thursday, December 4th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $430.00 target price on shares of Salesforce in a report on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $280.21.

Salesforce Price Performance

CRM opened at $195.34 on Wednesday. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The company’s 50-day moving average price is $207.96 and its 200 day moving average price is $234.16. Salesforce Inc. has a fifty-two week low of $174.57 and a fifty-two week high of $296.05. The firm has a market cap of $180.30 billion, a price-to-earnings ratio of 25.01, a price-to-earnings-growth ratio of 1.44 and a beta of 1.29.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. The company had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The business’s revenue was up 12.1% compared to the same quarter last year. During the same period in the prior year, the company earned $2.78 earnings per share. 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 expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

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

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be paid a $0.44 dividend. The ex-dividend date is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is 22.54%.

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.