TB Alternative Assets Ltd. Buys Shares of 2,813 Salesforce Inc. $CRM

TB Alternative Assets Ltd. bought a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 4th quarter, HoldingsChannel.com reports. The firm bought 2,813 shares of the CRM provider’s stock, valued at approximately $745,000.

A number of other hedge funds have also made changes to their positions in CRM. Aspire Growth Partners LLC raised its holdings in Salesforce by 1.2% in the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after acquiring an additional 39 shares in the last quarter. Abacus Planning Group Inc. grew its holdings in Salesforce by 3.1% during the 3rd quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock worth $337,000 after acquiring an additional 43 shares in the last quarter. Byrne Asset Management LLC increased its position in shares of Salesforce by 1.0% in the 4th quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock worth $1,147,000 after purchasing an additional 43 shares during the last quarter. Code Waechter LLC raised its stake in shares of Salesforce by 5.3% in the 3rd quarter. Code Waechter LLC now owns 871 shares of the CRM provider’s stock valued at $209,000 after purchasing an additional 44 shares in the last quarter. Finally, Capital A Wealth Management LLC raised its stake in shares of Salesforce by 40.9% in the 2nd quarter. Capital A Wealth Management LLC now owns 155 shares of the CRM provider’s stock valued at $41,000 after purchasing an additional 45 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company fundamentals and guidance remain supportive: Salesforce recently reported stronger-than-expected quarterly EPS and raised FY‑2027 guidance, underpinning confidence in cash generation and margins. Earnings & guidance
• Positive Sentiment: Accelerated $25B buyback: Analysts expect Salesforce to materially ramp repurchases in FY‑2027; a large, accelerated buyback reduces share count and supports EPS, a clear bullish catalyst. Salesforce asserts growth and cash trajectory with accelerated $25B buyback
• Positive Sentiment: AI product traction: Agentforce showing 169% ARR growth and strong deal flow, while Slack/Slackbot received a major AI feature boost — both support recurring revenue expansion and cross‑sell into Sales/Service clouds. These product wins help justify higher forward multiples. Agentforce AI growth Slack adds 30 AI features
• Positive Sentiment: Bullish analyst and price-target moves: BTIG reaffirmed a Buy and set a $255 target, giving upside from current levels and supporting investor sentiment. BTIG buy rating $255 PT
• Neutral Sentiment: Insiders/whale activity: Ray Dalio’s Bridgewater disclosed a minor reduction in its long-standing CRM stake; the move appears modest and more portfolio rebalancing than a conviction change. Dalio reduces holding
• Neutral Sentiment: Industry integrations: A compliance‑focused messaging partner launched a native integration for Marketing Cloud (helps adoption in regulated verticals but is incremental). Compliance messaging integration
• Negative Sentiment: Bear activity and sector skepticism: A noted short seller highlighted an “AI paradox” trade against Salesforce and other software names, and broader software sell‑offs this year keep downside risk if AI expectations disappoint. These narratives can pressure the stock despite company-level positives. Short seller activity Sector sell-off context

Salesforce Price Performance

NYSE CRM opened at $186.29 on Thursday. The company has a 50-day moving average price of $196.19 and a two-hundred day moving average price of $229.51. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $296.05. The stock has a market cap of $171.94 billion, a price-to-earnings ratio of 23.85, a price-to-earnings-growth ratio of 1.36 and a beta of 1.29. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.18.

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 business had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the previous year, the firm posted $2.78 earnings per share. The business’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. Analysts forecast that Salesforce Inc. will post 7.46 EPS for the current year.

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 dividend of $0.44 per share. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s payout ratio is presently 22.54%.

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

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on CRM shares. Sanford C. Bernstein decreased their price target on Salesforce from $223.00 to $194.00 and set an “underperform” rating for the company in a research note on Thursday, February 26th. TD Cowen cut their price objective on Salesforce from $325.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. BTIG Research reiterated a “buy” rating and issued a $255.00 target price on shares of Salesforce in a research report on Wednesday. BMO Capital Markets lowered their price target on Salesforce from $235.00 to $225.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. Finally, Roth Mkm dropped their price target on Salesforce from $395.00 to $325.00 and set a “buy” rating on the stock in a research report 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 issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $280.21.

Insider Transactions at Salesforce

In other news, Director Neelie Kroes sold 3,893 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the transaction, the director directly owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director David Blair Kirk acquired 2,570 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The shares were bought at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the purchase, the director owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This represents a 23.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.00% of the company’s stock.

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.