Marble Wealth LLC Invests $863,000 in Salesforce Inc. $CRM

Marble Wealth LLC purchased a new position in shares of Salesforce Inc. (NYSE:CRM) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 3,258 shares of the CRM provider’s stock, valued at approximately $863,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Board of the Pension Protection Fund acquired a new position in shares of Salesforce during the 4th quarter worth $26,000. Key Capital Management INC acquired a new position in shares of Salesforce during the 4th quarter worth $26,000. Legacy Bridge LLC acquired a new position in shares of Salesforce during the 4th quarter worth $27,000. Texas Capital Bancshares Inc TX acquired a new position in shares of Salesforce during the 3rd quarter worth $28,000. Finally, Dogwood Wealth Management LLC grew its stake in shares of Salesforce by 285.7% during the 4th quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock worth $29,000 after purchasing an additional 80 shares during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

CRM has been the topic of a number of recent analyst reports. Mizuho lowered their price target on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. BMO Capital Markets lowered their price objective on shares of Salesforce from $225.00 to $215.00 and set an “outperform” rating on the stock in a research note on Thursday, May 28th. Wedbush reissued an “outperform” rating and issued a $325.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. KeyCorp lowered their price objective on shares of Salesforce from $300.00 to $290.00 and set an “overweight” rating on the stock in a research note on Thursday, May 28th. Finally, B. Riley Financial increased their price objective on shares of Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus target price of $257.97.

Insider Transactions at Salesforce

In other news, Director Laura Alber bought 2,571 shares of Salesforce 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director David Blair Kirk bought 2,570 shares of Salesforce 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 in the company, valued at $2,664,153.18. This represents a 23.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is currently owned by corporate insiders.

Salesforce Price Performance

NYSE:CRM opened at $190.96 on Thursday. The firm has a market cap of $156.39 billion, a price-to-earnings ratio of 22.10, a price-to-earnings-growth ratio of 1.31 and a beta of 1.16. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The company’s 50-day moving average is $181.09 and its two-hundred day moving average is $209.45. Salesforce Inc. has a 12-month low of $163.52 and a 12-month high of $276.80.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The company had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The firm’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Research analysts expect that Salesforce Inc. will post 9.83 EPS 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. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, June 11th. Salesforce’s dividend payout ratio is 20.37%.

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

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s Agentforce annual recurring revenue reportedly topped $1 billion and reached about $1.2 billion in Q1, up 205% year over year, reinforcing the view that the company’s AI automation push is gaining real traction and could drive future growth. Salesforce’s Agentforce ARR Tops $1B: Can It Fuel More Growth for CRM?
• Positive Sentiment: Analyst and market commentary remains constructive, with reports noting a potential catch-up rally, bullish technical reversal signals, and endorsements from firms such as TD Cowen and KeyBanc despite some target-price trimming. Salesforce: Catch-Up Rally Will Continue; Bookings Rebound Expected In H2
• Positive Sentiment: Salesforce is also being highlighted as a value and cash-flow name, which can support investor demand if the market continues rotating toward profitable software names. Here’s Why Salesforce (CRM) is a Strong Value Stock
• Neutral Sentiment: Salesforce updated investors at the Bank of America Global Technology Conference, but the transcript itself did not include a clear new catalyst in the items provided. Salesforce, Inc. (CRM) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Some coverage remains cautious, including commentary that the recent rebound may be running into technical resistance and that more downside could follow if momentum fades. Is This The Top For Salesforce?
• Negative Sentiment: DA Davidson reportedly cut its price target following Q1 results, reflecting lingering skepticism from some analysts even after the earnings beat. DA Davidson Cuts PT on Salesforce, Inc. (CRM) Following Q1 Results

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.