Salesforce Inc. $CRM Stake Raised by Hohimer Wealth Management LLC

Hohimer Wealth Management LLC boosted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 1,009.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 13,355 shares of the CRM provider’s stock after acquiring an additional 12,151 shares during the quarter. Hohimer Wealth Management LLC’s holdings in Salesforce were worth $3,165,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Brighton Jones LLC raised its holdings in shares of Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after acquiring an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC increased its position in Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after purchasing an additional 205 shares during the last quarter. Bison Wealth LLC increased its position in Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after purchasing an additional 184 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of 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 purchasing an additional 106 shares in the last quarter. Finally, United Bank raised its stake in shares of 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 purchasing an additional 500 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce Stock Performance

Shares of CRM opened at $199.38 on Friday. The company has a market capitalization of $186.82 billion, a PE ratio of 25.53, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. Salesforce Inc. has a one year low of $174.57 and a one year high of $304.92. The company’s fifty day moving average price is $225.28 and its 200 day moving average price is $238.59.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) 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 15.28%. The company had revenue of $11.20 billion during the quarter, compared to analysts’ expectations of $11.18 billion. During the same period in the prior year, the company earned $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, analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be issued a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date is Thursday, April 9th. Salesforce’s dividend payout ratio is presently 22.16%.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Q4 results showed a big non‑GAAP EPS beat and double‑digit revenue growth, with Agentforce cited as a key growth driver — the earnings strength is the main bullish catalyst. Salesforce Crushed Earnings by 25% and Still Can’t Get Any Respect
• Positive Sentiment: Management authorized a $50 billion buyback, raised FY30 revenue ambition to ~$63B and increased the quarterly dividend — these capital‑return moves support EPS per‑share upside and signal confidence from the board. Salesforce targets $63B revenue by FY30 while expanding Agentforce and $50B buyback
• Positive Sentiment: Some brokers (e.g., Wedbush) reiterated bullish views and called CRM a long‑term AI winner, supporting a recovery narrative despite the recent sell‑off. Salesforce Stock Climbs After Earnings. Wedbush Calls It ‘Long-Term Winner’ of the AI Boom
• Neutral Sentiment: Wall Street reacted with many price‑target resets — several firms trimmed targets but maintained Buy/Overweight ratings, leaving consensus upside but also a wider target dispersion to watch. Salesforce’s AI Bet Is Paying Off—the Buyback Proves It
• Negative Sentiment: Revenue outlook/near‑term guidance was viewed as soft by some investors — the quarter’s guidance cadence (mid‑year weakness) pressured shares in after‑hours trading. Salesforce tops Q4 estimates but softer revenue guidance pressures shares
• Negative Sentiment: Analysts flagged mixed cloud momentum and cautioned on a near‑term growth slowdown even as AI adoption builds — raises the risk of cyclical softness before the AI inflection fully materializes. Salesforce faces near-term growth slowdown as AI inflection builds, Jefferies says
• Negative Sentiment: Several firms cut price targets (examples include Sanford Bernstein’s move to Underperform and multiple downward adjustments across banks), which can cap near‑term upside until guidance clarity improves. Analyst price target updates

Insiders Place Their Bets

In related news, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the completion of the transaction, the insider directly owned 139,767 shares in the company, valued at $32,803,314.90. This represents a 49.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director David Blair Kirk purchased 1,936 shares of Salesforce stock in a transaction on Wednesday, December 17th. The stock was bought at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the acquisition, the director owned 10,677 shares in the company, valued at approximately $2,761,499.28. This trade represents a 22.15% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.00% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

CRM has been the subject of several recent research reports. BTIG Research lowered their price target on Salesforce from $260.00 to $255.00 and set a “buy” rating for the company in a research note on Thursday. Robert W. Baird reduced their target price on shares of Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a research note on Thursday, December 4th. Oppenheimer decreased their target price on shares of Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday. Wolfe Research restated an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. Finally, Stifel Nicolaus reduced their price objective on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $284.06.

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.