Calamos Advisors LLC Boosts Stock Holdings in Salesforce Inc. $CRM

Calamos Advisors LLC lifted its position in shares of Salesforce Inc. (NYSE:CRM) by 35.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 276,780 shares of the CRM provider’s stock after acquiring an additional 71,745 shares during the quarter. Calamos Advisors LLC’s holdings in Salesforce were worth $73,322,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Marquette Asset Management LLC acquired a new position in Salesforce in the 3rd quarter valued at $26,000. Board of the Pension Protection Fund acquired a new stake in Salesforce during the 4th quarter worth $26,000. Key Capital Management INC purchased a new stake in shares of Salesforce during the fourth quarter worth $26,000. Legacy Bridge LLC purchased a new stake in shares of Salesforce during the fourth quarter worth $27,000. Finally, Texas Capital Bancshares Inc TX acquired a new stake in shares of Salesforce in the third quarter valued at about $28,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director David Blair Kirk acquired 2,570 shares of the 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 completion of the transaction, the director owned 13,689 shares in the company, valued at $2,664,153.18. This represents a 23.11% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The shares were purchased at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the purchase, the director directly owned 9,530 shares of the company’s stock, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.00% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Bull case surfaced summarizing why investors should consider CRM — bullish Substack thesis highlighted valuation and AI upside. Is Salesforce, Inc. (CRM) A Good Stock To Buy Now?
• Positive Sentiment: Zacks reports Agentforce has reached ~$800M ARR with 169% growth, signaling tangible AI-driven revenue momentum that could support future upside. Agentforce Adoption Rises: Can It Be Salesforce’s Next Growth Engine?
• Positive Sentiment: Coverage on partnership and capital return chatter (Google collaboration, $25B buyback commentary) reinforces strategic catalysts and management’s optionality on capital allocation. Salesforce (CRM) Stock: Google Partnership, $25B Buyback, and What Analysts Are Saying
• Neutral Sentiment: Comparisons with peers (ServiceNow) highlight valuation differences and competing AI execution — useful for relative‑value decisions but not company‑specific news. Cheap Salesforce Vs. Expensive ServiceNow: Which Stock Is A Better Buy Today?
• Neutral Sentiment: Montaka’s internal assessment coverage provides investor insight into hedge‑fund views but adds nuance rather than immediate directional pressure. Here’s Montaka’s Internal Assessment on Salesforce (CRM)
• Negative Sentiment: Articles warning AI could reduce demand for traditional CRM functions — a thematic risk that has driven some bearish calls and investor caution. Salesforce (CRM) Stock At Significant Risk Of Collapsing Due To AI
• Negative Sentiment: Sector‑wide panic after ServiceNow’s weak guidance pressured enterprise software, triggering steep intraday declines in CRM recently. Salesforce Just Dropped 9% on Sector Panic. Is the Cloud Software King on Sale?
• Negative Sentiment: Piper Sandler trimmed its price target citing rising AI competition in enterprise software — analyst downgrades/cuts can cap near‑term upside. Salesforce, Inc. (CRM) PT Reduced as Piper Sandler Flags Rising AI Competition in Enterprise Software

Salesforce Price Performance

CRM stock opened at $178.31 on Friday. The business’s fifty day moving average price is $187.22 and its 200 day moving average price is $222.17. Salesforce Inc. has a 12-month low of $163.52 and a 12-month 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 company has a market capitalization of $145.89 billion, a PE ratio of 22.83, a P/E/G ratio of 1.26 and a beta of 1.29.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping 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 business’s revenue for the quarter was up 12.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $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. On average, sell-side analysts anticipate that Salesforce Inc. will post 9.71 EPS for the current year.

Salesforce declared that its board has approved a stock repurchase program on Monday, March 16th that permits the company to buyback $25.00 billion in shares. This buyback authorization permits the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s leadership believes its stock is undervalued.

Salesforce Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Thursday, April 9th were issued a $0.44 dividend. 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. The ex-dividend date was Thursday, April 9th. Salesforce’s dividend payout ratio (DPR) is 22.54%.

Analyst Ratings Changes

A number of analysts have commented on the stock. Northland Securities cut their price objective on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating for the company in a report on Tuesday, March 10th. Sanford C. Bernstein dropped their price target on Salesforce from $223.00 to $194.00 and set an “underperform” rating for the company in a research report on Thursday, February 26th. BTIG Research reaffirmed a “buy” rating and issued a $255.00 price target on shares of Salesforce in a report on Friday, April 17th. The Goldman Sachs Group reiterated a “buy” rating and set a $281.00 price objective on shares of Salesforce in a research report on Thursday, February 26th. Finally, Truist Financial set a $280.00 price objective on Salesforce in a research note on Thursday, February 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $279.18.

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.