Alliance Wealth Advisors LLC Boosts Holdings in Salesforce Inc. $CRM

Alliance Wealth Advisors LLC lifted its holdings in Salesforce Inc. (NYSE:CRM) by 144.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,911 shares of the CRM provider’s stock after purchasing an additional 2,899 shares during the period. Alliance Wealth Advisors LLC’s holdings in Salesforce were worth $1,301,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC boosted its stake in shares of Salesforce by 13.7% in the 4th 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 during the period. Revolve Wealth Partners LLC raised its holdings 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 acquiring an additional 205 shares in the last quarter. Bison Wealth LLC lifted its stake in Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank grew its holdings in Salesforce by 5.2% during the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after acquiring an additional 500 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Salesforce news, Director Neelie Kroes sold 3,893 shares of the business’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 value of $929,259.10. Following the completion of the sale, the director owned 7,299 shares in the company, valued at approximately $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 this hyperlink. Also, Director David Blair Kirk acquired 2,570 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of the acquisition, the director directly 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. 3.00% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $281.00 price objective on shares of Salesforce in a report on Thursday, February 26th. Stifel Nicolaus dropped their target price on Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. Citigroup raised their price target on Salesforce from $197.00 to $200.00 and gave the company a “neutral” rating in a research note on Monday, March 2nd. Oppenheimer decreased their price target on Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Salesforce in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $280.21.

Key Stories Impacting Salesforce

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?

Salesforce Price Performance

Shares of CRM opened at $179.14 on Monday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $296.05. The stock has a market cap of $165.35 billion, a PE ratio of 22.94, a price-to-earnings-growth ratio of 1.30 and a beta of 1.29. The firm has a fifty day moving average price of $198.40 and a 200 day moving average price of $230.64.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. During the same quarter last year, the company posted $2.78 earnings per share. The business’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. As a group, sell-side analysts anticipate that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce announced that its Board of Directors has authorized a stock repurchase program on Monday, March 16th that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are undervalued.

Salesforce Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Investors of record on Thursday, April 9th will be paid a dividend of $0.44 per share. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s dividend payout ratio (DPR) is 21.25%.

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.