Cambria Investment Management L.P. Has $2.33 Million Stock Position in Salesforce Inc. $CRM

Cambria Investment Management L.P. boosted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 614.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,842 shares of the CRM provider’s stock after acquiring an additional 8,464 shares during the quarter. Cambria Investment Management L.P.’s holdings in Salesforce were worth $2,333,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of CRM. Marquette Asset Management LLC acquired a new stake in shares of Salesforce during the third quarter worth approximately $26,000. Evolution Wealth Management Inc. acquired a new stake in shares of Salesforce during the 2nd quarter valued at $27,000. Spurstone Advisory Services LLC acquired a new stake in shares of Salesforce during the 2nd quarter valued at $34,000. Country Trust Bank grew its holdings in shares of Salesforce by 658.8% during the 2nd quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after acquiring an additional 112 shares in the last quarter. Finally, Decker Retirement Planning Inc. increased its stake in shares of Salesforce by 284.6% in the second quarter. Decker Retirement Planning Inc. now owns 150 shares of the CRM provider’s stock worth $41,000 after acquiring an additional 111 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is using its Formula 1 partnership to showcase Agentforce (AI agents) and illustrate how large-brand marketing can accelerate adoption and commercial awareness for its AI offerings. This supports Salesforce’s narrative of shifting from seat‑based software to “digital labor” revenue potential. Salesforce Uses Formula 1 Deal To Showcase Agentforce AI Growth Potential
• Positive Sentiment: Company messaging and product launches (Agentforce for Communications, new partnerships such as Asymbl and GoDaddy integrating MuleSoft) reinforce a strategic pivot to AI agents and higher‑value workflows — a growth narrative that can support longer‑term revenue re‑rating if adoption scales. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
• Neutral Sentiment: Analyst and market commentary is revisiting CRM’s valuation after recent share weakness; pieces outline arguments both for continued undervaluation and for cautious outlooks depending on AI conversion speed and margin mix. This drives trading volatility but not a clear directional signal. A Look At Salesforce (CRM) Valuation After Recent Share Price Weakness And Undervaluation Debate
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript) reiterates strategy, product roadmap and capital‑return priorities — useful for modelers but no new guidance that materially changes near‑term estimates. Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Coverage noting CRM as a “trending” stock and other media explainers (Zacks, TheStreet) increase attention but present mixed analyst actions and viewpoints — attention can lift liquidity but also amplify sell‑side target changes. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
• Neutral Sentiment: Partner ecosystem activity: Faye’s acquisition of CRM Science (a Salesforce partner) underscores ecosystem consolidation and reseller dynamics — generally supportive of services demand but not directly material to revenue guidance. Faye Acquires CRM Science, Award Winning Salesforce Partner
• Negative Sentiment: Piper Sandler trimmed its price target to $250 (from $280) despite maintaining an Overweight rating — analyst downgrades or target cuts increase near‑term downside risk by lowering benchmarks investors use to value CRM. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
• Negative Sentiment: Coverage highlighting startups and AI tools building bespoke CRMs signals a competitive threat: AI‑native vendors could displace legacy vendors in some segments faster than expected, pressuring growth and pricing power. Meet the Companies Vibe Coding Their Own CRMs

Insider Activity

In other news, Director Neelie Kroes sold 3,893 shares of the company’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 completion of the transaction, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director G Mason Morfit acquired 96,000 shares of Salesforce stock in a transaction dated Friday, December 5th. The stock was acquired at an average cost of $260.58 per share, with a total value of $25,015,680.00. Following the completion of the transaction, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This trade represents a 3.31% increase in their position. The SEC filing for this purchase provides additional information. 3.00% of the stock is currently owned by company insiders.

Salesforce Stock Down 1.5%

Shares of Salesforce stock opened at $193.15 on Thursday. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $298.08. The company has a quick ratio of 0.98, a current ratio of 0.76 and a debt-to-equity ratio of 0.18. The stock has a 50 day moving average price of $219.76 and a two-hundred day moving average price of $237.46. The stock has a market capitalization of $178.28 billion, a P/E ratio of 24.73, a PEG ratio of 1.43 and a beta of 1.29.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating analysts’ consensus estimates of $3.05 by $0.76. The company 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%. The company’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same quarter last 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. Equities analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The company 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 dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio is currently 21.25%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on CRM shares. Wells Fargo & Company reduced their price objective on Salesforce from $235.00 to $210.00 and set an “equal weight” rating for the company in a research report on Thursday, February 26th. Truist Financial set a $280.00 price target on Salesforce in a report on Thursday, February 26th. Weiss Ratings reissued a “hold (c)” rating on shares of Salesforce in a research note on Monday, December 29th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $281.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Finally, BTIG Research reduced their target price 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $283.14.

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.