Mirador Capital Partners LP Has $823,000 Holdings in Salesforce Inc. $CRM

Mirador Capital Partners LP trimmed its holdings in shares of Salesforce Inc. (NYSE:CRM) by 64.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,106 shares of the CRM provider’s stock after selling 5,709 shares during the quarter. Mirador Capital Partners LP’s holdings in Salesforce were worth $823,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Waycross Partners LLC lifted its position in shares of Salesforce by 3.6% in the fourth quarter. Waycross Partners LLC now owns 94,070 shares of the CRM provider’s stock worth $24,920,000 after buying an additional 3,310 shares during the last quarter. Wedge Capital Management L L P NC increased its holdings in shares of Salesforce by 6.6% during the 4th quarter. Wedge Capital Management L L P NC now owns 1,778 shares of the CRM provider’s stock valued at $471,000 after acquiring an additional 110 shares during the last quarter. Exchange Traded Concepts LLC increased its holdings in shares of Salesforce by 58.0% during the 4th quarter. Exchange Traded Concepts LLC now owns 63,708 shares of the CRM provider’s stock valued at $16,877,000 after acquiring an additional 23,388 shares during the last quarter. Wealthcare Advisory Partners LLC raised its stake in shares of Salesforce by 5.4% in the 4th quarter. Wealthcare Advisory Partners LLC now owns 12,863 shares of the CRM provider’s stock valued at $3,408,000 after acquiring an additional 664 shares in the last quarter. Finally, Generali Investments CEE investicni spolecnost a.s. lifted its holdings in Salesforce by 20.6% in the 4th quarter. Generali Investments CEE investicni spolecnost a.s. now owns 18,739 shares of the CRM provider’s stock worth $4,964,000 after purchasing an additional 3,207 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director David Blair Kirk bought 2,570 shares of Salesforce stock in a transaction that occurred on Wednesday, March 18th. The stock was acquired at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the purchase, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Laura Alber purchased 2,571 shares of the stock in a transaction that occurred on Thursday, March 19th. The shares were purchased at an average price 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. This trade represents a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.00% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have issued reports on CRM. TD Cowen decreased their target price on Salesforce from $325.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Morgan Stanley dropped their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. BTIG Research decreased their price objective on shares of Salesforce from $260.00 to $255.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Finally, Northland Securities dropped their target price on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a report on Tuesday, March 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $280.21.

Salesforce Stock Down 3.5%

CRM opened at $179.14 on Friday. The business has a 50 day moving average of $198.40 and a 200-day moving average of $230.87. The stock has a market capitalization of $165.35 billion, a price-to-earnings ratio of 22.94, a P/E/G ratio of 1.35 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 1-year low of $174.57 and a 1-year high of $296.05.

Salesforce (NYSE:CRM) last announced its 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. The business had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. Salesforce’s revenue was up 12.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $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 anticipate that Salesforce Inc. will post 7.46 earnings per share for the current year.

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

Salesforce Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is presently 21.25%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Major federal win — Salesforce’s Agentforce autonomous AI agents are being rolled out in the U.S. Department of Labor’s National Contact Center, a large public‑sector deployment that validates scale and recurring revenue potential for AI offerings. Salesforce AI Agents Enter US Labor Department As Valuation Lags Targets
• Positive Sentiment: Healthcare scale use case — The Veterans Health Administration deployed a Salesforce‑powered agentic operating system to automate workflows and save frontline staff hours, reinforcing enterprise traction for Agentforce in large, mission‑critical customers. VHA Deploys Salesforce-Powered Agentic Operating System, Saving Thousands of Staff Hours for Front-Line Veteran Care
• Positive Sentiment: Large buyback thesis — Analysts and commentators highlight Salesforce’s aggressive capital return (including a $25B accelerated share repurchase within a $50B program) as a key catalyst to lift EPS and support the share price as buybacks meaningfully reduce float. Salesforce: Billions Of Reasons To Own
• Neutral Sentiment: Cost and leadership moves — Salesforce is reshaping executive pay, cutting fewer than 1,000 jobs and appointing new leaders; these moves can lift margins but also signal ongoing restructuring risk. Salesforce Resets Executive Pay And Leadership As Shares Trade Below Targets
• Neutral Sentiment: Small analyst tweak — Erste Group nudged FY27 EPS estimates slightly higher, a data point that offers modest support but doesn’t alter consensus materially. (research note)
• Negative Sentiment: Analyst/target pressure — Some outlets report notable price‑target cuts (example: a ~10.8% downward revision reported) that weigh on near‑term sentiment and downside expectations. Salesforce (CRM) price target decreased by 10.84% to 278.01
• Negative Sentiment: Sector sell‑off — Commentary that software stocks have entered a bear market and coverage noting CRM is down since its last earnings report are pressuring the stock; broad sector flows can outweigh company‑specific positives in the short term. Software Stocks Have Entered a Bear Market. Is This the End of the AI Trade, or Just the Beginning? Salesforce (CRM) Down 6.9% Since Last Earnings Report: Can It Rebound?

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.