Salesforce Inc. $CRM Stake Lessened by Mirador Capital Partners LP

Mirador Capital Partners LP lessened its stake in shares of Salesforce Inc. (NYSE:CRM) by 64.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,106 shares of the CRM provider’s stock after selling 5,709 shares during the quarter. Mirador Capital Partners LP’s holdings in Salesforce were worth $823,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in Salesforce by 13.7% during the fourth 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 in the last quarter. Revolve Wealth Partners LLC raised its position in Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after acquiring an additional 205 shares in the last quarter. Bison Wealth LLC raised its position 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 in the last quarter. Sivia Capital Partners LLC lifted its holdings in Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after acquiring an additional 106 shares during the last quarter. Finally, United Bank boosted its position in shares of Salesforce by 5.2% during the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after purchasing an additional 500 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

More 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?

Insiders Place Their Bets

In other news, Director Laura Alber purchased 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was bought at an average cost of $194.58 per share, with a total value of $500,265.18. Following 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 ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, the director owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This represents a 34.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

CRM has been the topic of several recent research reports. Oppenheimer lowered their price objective on shares of Salesforce from $275.00 to $250.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. Morgan Stanley cut their target price on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research note on Monday, February 23rd. Needham & Company LLC restated a “buy” rating and issued a $400.00 price target on shares of Salesforce in a research report on Thursday, February 26th. KeyCorp dropped their price target on Salesforce from $400.00 to $300.00 and set an “overweight” rating on the stock in a report on Tuesday, February 24th. Finally, Citigroup increased their price objective on Salesforce from $197.00 to $200.00 and gave the company a “neutral” rating in a research report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $280.21.

Salesforce Stock Down 3.5%

CRM stock opened at $179.14 on Friday. The company has a 50 day moving average of $198.40 and a two-hundred day moving average of $230.87. The company has a market cap of $165.35 billion, a price-to-earnings ratio of 22.94, a PEG ratio of 1.35 and a beta of 1.29. Salesforce Inc. has a 12-month low of $174.57 and a 12-month high of $296.05. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM) last posted its quarterly earnings results 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 for the quarter, compared to analysts’ expectations of $11.18 billion. During the same period in the previous year, the company posted $2.78 EPS. Salesforce’s revenue 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. On average, equities analysts anticipate that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

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

Salesforce Increases Dividend

The company also recently announced 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%. The ex-dividend date of this dividend is Thursday, April 9th. This is an increase from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is currently 21.25%.

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.