Hilton Head Capital Partners LLC Purchases Shares of 3,765 Salesforce Inc. $CRM

Hilton Head Capital Partners LLC purchased a new stake in Salesforce Inc. (NYSE:CRM) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 3,765 shares of the CRM provider’s stock, valued at approximately $997,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CRM. Brighton Jones LLC boosted its position in 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 buying an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Salesforce by 12.6% in the fourth 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 in the last quarter. Bison Wealth LLC boosted its position in Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after buying an additional 184 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after buying an additional 106 shares in the last quarter. Finally, United Bank boosted its position in Salesforce by 5.2% in the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after buying an additional 500 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a landmark partnership with FIFA for the 2026 World Cup and 2027 Women’s World Cup, which could showcase its AI-driven Agentforce 360 platform to a massive global audience and potentially drive future enterprise demand. Article Title
• Positive Sentiment: KeyCorp kept an Overweight rating and a $290 price target on Salesforce, while modeling earnings above consensus for FY2027, signaling continued analyst confidence in the company’s profit growth. Article Title
• Positive Sentiment: Recent commentary highlights Salesforce’s strong momentum, helped by its AI strategy, Agentforce rollout, recurring revenue base, and expanding free cash flow, which may keep long-term investors interested. Article Title
• Neutral Sentiment: Salesforce’s presentation at the Evercore Global TMT Conference and valuation-focused coverage suggest investors are still reassessing how much of the AI and Agentforce optimism is already priced in. Article Title
• Negative Sentiment: Bridgewater Associates reportedly sold Salesforce, which can pressure sentiment in the near term, although the article argues that institutional selling may create a better entry point for patient investors. Article Title

Salesforce Trading Up 0.1%

CRM opened at $185.85 on Monday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The company has a market cap of $152.21 billion, a price-to-earnings ratio of 21.51, a price-to-earnings-growth ratio of 1.15 and a beta of 1.16. The firm has a 50 day simple moving average of $181.31 and a 200 day simple moving average of $208.71. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $276.80.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. Salesforce’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.58 earnings per share. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, sell-side analysts anticipate that Salesforce Inc. will post 10.3 earnings per share for the current year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th will be issued a $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is 20.37%.

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on CRM shares. Oppenheimer reduced their target price on shares of Salesforce from $275.00 to $250.00 and set an “outperform” rating on the stock in a research report on Thursday, February 26th. Weiss Ratings upgraded shares of Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday. Wall Street Zen upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Saturday. Royal Bank Of Canada reduced their target price on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 26th. Finally, Stifel Nicolaus reduced their target price on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $257.97.

Insider Buying and Selling at Salesforce

In other news, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were bought at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the acquisition, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director David Blair Kirk bought 2,570 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was purchased at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the acquisition, the director owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.50% 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.