Morangie Management LLC Raises Holdings in Salesforce Inc. $CRM

Morangie Management LLC raised its position in shares of Salesforce Inc. (NYSE:CRM) by 57.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,443 shares of the CRM provider’s stock after acquiring an additional 3,822 shares during the period. Salesforce makes up 2.2% of Morangie Management LLC’s portfolio, making the stock its 13th biggest position. Morangie Management LLC’s holdings in Salesforce were worth $2,771,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Blossom Wealth Management purchased a new position in shares of Salesforce in the 4th quarter worth about $203,000. FNY Investment Advisers LLC grew its holdings in shares of Salesforce by 319.5% during the 4th quarter. FNY Investment Advisers LLC now owns 6,460 shares of the CRM provider’s stock worth $1,711,000 after purchasing an additional 4,920 shares during the period. IVC Wealth Advisors LLC grew its holdings in shares of Salesforce by 5.7% during the 4th quarter. IVC Wealth Advisors LLC now owns 2,272 shares of the CRM provider’s stock worth $602,000 after purchasing an additional 122 shares during the period. Formidable Asset Management LLC increased its position in Salesforce by 15.3% during the 4th quarter. Formidable Asset Management LLC now owns 4,566 shares of the CRM provider’s stock worth $1,210,000 after purchasing an additional 607 shares in the last quarter. Finally, Dorato Capital Management purchased a new position in Salesforce in the fourth quarter valued at approximately $39,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Piper Sandler reiterated an “overweight” rating and set a $250.00 price objective (down from $280.00) on shares of Salesforce in a research note on Thursday, February 26th. Canaccord Genuity Group reissued a “buy” rating and issued a $300.00 target price on shares of Salesforce in a research note on Thursday, December 4th. Evercore reduced their target price on shares of Salesforce from $360.00 to $340.00 and set an “outperform” rating on the stock in a report on Thursday, December 4th. Mizuho lowered their price target on Salesforce from $280.00 to $265.00 and set an “outperform” rating for the company in a report on Thursday, February 26th. Finally, DA Davidson cut their price objective on Salesforce from $235.00 to $200.00 and set a “neutral” rating on the stock in a research report on Friday, February 27th. One equities 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. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $280.21.

Salesforce Trading Up 0.4%

NYSE CRM opened at $187.01 on Friday. The company’s fifty day simple moving average is $195.37 and its 200-day simple moving average is $229.22. Salesforce Inc. has a 52 week low of $174.57 and a 52 week 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 stock has a market cap of $172.61 billion, a P/E ratio of 23.94, a PEG ratio of 1.36 and a beta of 1.29.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates 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 period last year, the business earned $2.78 EPS. 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. Equities research analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Increases Dividend

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

Salesforce declared that its Board of Directors has authorized a stock buyback program on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity at Salesforce

In other Salesforce news, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were bought at an average cost of $194.58 per share, with a total value of $500,265.18. Following the transaction, the director directly owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Neelie Kroes sold 3,893 shares of the 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 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 SEC filing for this sale provides additional information. 3.00% of the stock is currently owned by company insiders.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced an accelerated US$25 billion share-repurchase program and has been active on capital returns and ESOP filings, signaling management confidence in cash flow and reducing share count. This is a major immediate catalyst for earnings-per-share upside and valuation support. Should Salesforce’s US$25 Billion Buyback and Ecosystem Push Reframe the Capital Story for CRM Investors?
• Positive Sentiment: Stifel reiterated a Buy rating after meetings with Salesforce executives; consensus analyst sentiment remains constructive (74% bullish, average target ~$252), supporting upside expectations. Analyst backing can amplify positive price moves on the buyback news. Stifel Reiterates “Buy” Rating on Salesforce (CRM) Following Meetings with Executives
• Positive Sentiment: AI product momentum: Agentforce posted rapid ARR growth and strong deal flow, while Data 360 is contributing recurring revenue — evidence that Salesforce’s AI initiatives can sustain enterprise growth and margin leverage. Salesforce’s AI Push Gains Steam: Will Agentforce Drive CRM’s Growth?
• Positive Sentiment: Slack business signs: CEO Marc Benioff projects Slack revenue could reach ~$3 billion this year, and Slackbot received a major AI upgrade (30 features) — both points reinforce the company’s cross-sell and product monetization narrative. Salesforce CEO Benioff: Slack revenue expected to hit $3 billion this year
• Positive Sentiment: Slackbot / product innovation: Slack added ~30 AI features in a major update, underscoring product differentiation that supports monetization and enterprise stickiness. Slack adds 30 AI features to Slackbot, its most ambitious update since the Salesforce acquisition
• Neutral Sentiment: Billionaire Ray Dalio disclosed a minor reduction in his Bridgewater holding — not a large exit, but notable to some investors monitoring institutional flows. Salesforce, Inc. (CRM): Billionaire Ray Dalio Discloses Minor Reduction in Holding
• Negative Sentiment: Sector headwinds: software names suffered broader 2026 weakness amid AI-related rotation and margin fears; this macro/peer pressure remains a risk for CRM’s near-term multiple even as company-specific fundamentals improve. 2 No-Brainer Software Stocks to Buy Right Now

Salesforce 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.