Net Worth Advisory Group Invests $1.15 Million in Salesforce Inc. $CRM

Net Worth Advisory Group purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 4,342 shares of the CRM provider’s stock, valued at approximately $1,150,000.

Several other institutional investors have also recently added to or reduced their stakes in CRM. Capital Investment Advisors LLC grew its position in shares of Salesforce by 0.9% during the 4th quarter. Capital Investment Advisors LLC now owns 10,634 shares of the CRM provider’s stock valued at $2,817,000 after buying an additional 96 shares during the last quarter. Dakota Wealth Management lifted its holdings in Salesforce by 11.5% in the fourth quarter. Dakota Wealth Management now owns 37,196 shares of the CRM provider’s stock worth $9,854,000 after acquiring an additional 3,826 shares during the last quarter. Global X Japan Co. Ltd. grew its holdings in shares of Salesforce by 273.3% during the fourth quarter. Global X Japan Co. Ltd. now owns 19,710 shares of the CRM provider’s stock valued at $5,221,000 after purchasing an additional 14,430 shares during the last quarter. Mather Group LLC. lifted its holdings in shares of Salesforce by 13.7% in the 4th quarter. Mather Group LLC. now owns 12,091 shares of the CRM provider’s stock worth $3,203,000 after purchasing an additional 1,453 shares during the last quarter. Finally, CMH Wealth Management LLC boosted its position in Salesforce by 37.3% during the 4th quarter. CMH Wealth Management LLC now owns 37,208 shares of the CRM provider’s stock valued at $9,868,000 after purchasing an additional 10,102 shares during the period. Institutional investors own 80.43% of the company’s stock.

Salesforce Price Performance

Shares of Salesforce stock opened at $179.14 on Friday. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $296.05. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18. The stock has a market cap of $165.35 billion, a PE ratio of 22.94, a price-to-earnings-growth ratio of 1.35 and a beta of 1.29. The company’s 50-day moving average price is $198.40 and its two-hundred day moving average price is $230.87.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The company had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same quarter last year, the firm posted $2.78 EPS. The business’s revenue for the quarter was up 12.1% on a year-over-year basis. 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 EPS for the current fiscal year.

Salesforce announced that its board has approved a share repurchase plan on Monday, March 16th that permits the company to buyback $25.00 billion in shares. This buyback authorization permits the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th will be given a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 1.0%. 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 (DPR) is presently 21.25%.

Insider Buying and Selling at Salesforce

In related news, Director David Blair Kirk acquired 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The stock was acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the purchase, the director directly owned 13,689 shares in the company, valued at $2,664,153.18. The trade was a 23.11% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on CRM. Arete Research upgraded Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. JPMorgan Chase & Co. dropped their price objective on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating on the stock in a report on Thursday, February 26th. Stifel Nicolaus cut their price objective 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. 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. Finally, DA Davidson decreased their target price on shares of Salesforce from $235.00 to $200.00 and set a “neutral” rating for the company in a research report on Friday, February 27th. One investment 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $280.21.

Key Salesforce News

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?

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.