Cambria Investment Management L.P. Acquires 8,464 Shares of Salesforce Inc. $CRM

Cambria Investment Management L.P. increased its holdings in shares of Salesforce Inc. (NYSE:CRM) by 614.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,842 shares of the CRM provider’s stock after purchasing 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 reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new position in Salesforce in the 3rd quarter worth approximately $26,000. Evolution Wealth Management Inc. purchased a new stake in Salesforce during the 2nd quarter valued at approximately $27,000. Texas Capital Bancshares Inc TX bought a new stake in shares of Salesforce during the third quarter valued at approximately $28,000. Country Trust Bank raised its position in shares of Salesforce by 658.8% during the second quarter. Country Trust Bank now owns 129 shares of the CRM provider’s stock valued at $35,000 after buying an additional 112 shares during the last quarter. Finally, Measured Wealth Private Client Group LLC purchased a new position in shares of Salesforce in the third quarter worth $39,000. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Up 0.3%

Shares of CRM opened at $194.89 on Friday. The stock has a market capitalization of $179.88 billion, a PE ratio of 24.95, a P/E/G ratio of 1.41 and a beta of 1.29. The company’s fifty day moving average is $205.22 and its 200 day moving average is $233.61. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. Salesforce Inc. has a fifty-two week low of $174.57 and a fifty-two week high of $296.05.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS 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 business had revenue of $11.20 billion during the quarter, compared to analyst estimates of $11.18 billion. During the same quarter last year, the business earned $2.78 earnings per share. Salesforce’s quarterly revenue was up 12.1% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. Sell-side analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce declared that its board has authorized a share buyback plan on Monday, March 16th that permits the company to buyback $25.00 billion in outstanding shares. This buyback authorization permits the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s leadership believes its stock is undervalued.

Salesforce Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be given a $0.44 dividend. This is an increase from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio (DPR) is 21.25%.

Insider Buying and Selling

In related news, Director Laura Alber bought 2,571 shares of the company’s stock in a transaction dated Thursday, March 19th. The stock was purchased at an average price 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 $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Neelie Kroes sold 3,893 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the transaction, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.00% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

CRM has been the subject of a number of research reports. Guggenheim restated a “neutral” rating on shares of Salesforce in a research report on Thursday, December 4th. Canaccord Genuity Group reiterated a “buy” rating and issued a $300.00 price target on shares of Salesforce in a report on Thursday, December 4th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Salesforce from $340.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. BMO Capital Markets cut their price objective on Salesforce from $235.00 to $225.00 and set an “outperform” rating for the company in a research report on Thursday, February 26th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $280.21.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company insiders (directors) bought shares this week—two disclosures show ~2,570-share purchases at roughly $194.6 each, signaling management confidence and providing a near-term vote of confidence to the market. Insider Buying: Salesforce Director Buys 2,570 Shares of Stock
• Positive Sentiment: Salesforce is pushing “Agentic AI” initiatives and partnering to embed AI agents into workflows (including collaborations reported with NVIDIA), which investors view as core to reaccelerating bookings and revenue growth over time. This supports the bull case for CRM’s longer-term growth trajectory. Salesforce’s Agentic AI Push: Can It Reaccelerate CRM’s Sales Growth?
• Neutral Sentiment: High-profile endorsements remain in the tape—Jim Cramer previously recommended buying CRM (Feb 2025). Such mentions can influence retail flows but are less likely to move fundamentals. Jim Cramer recommended buying Salesforce (CRM) in February 2025
• Neutral Sentiment: Analysts have trimmed price targets after the latest quarter but the consensus remains a “Moderate Buy”—mixed near-term takes create a neutral broker backdrop. Salesforce (CRM) stock overview and analyst notes
• Negative Sentiment: A report flags a very large buyback program (coverage cites a $50B figure) after an EPS beat but softer guidance—some investors worry buybacks are being used to lift EPS rather than being matched by reaccelerating organic growth, weighing on sentiment. A $50 Billion Buyback Is Raising Questions About Salesforce’s Growth Story
• Negative Sentiment: Separately, Salesforce completed a large, debt-funded accelerated share repurchase and issued sizeable senior notes to finance it—this materially changes leverage and capital structure, prompting debate over long-term risk vs. shareholder returns. The Bull Case For Salesforce (CRM) Could Change Following Debt-Funded $25 Billion Buyback And Refinancing Transaction

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.