Cambria Investment Management L.P. Has $2.33 Million Stock Holdings in Salesforce Inc. $CRM

Cambria Investment Management L.P. boosted its position in shares of Salesforce Inc. (NYSE:CRM) by 614.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 9,842 shares of the CRM provider’s stock after buying an additional 8,464 shares during the quarter. Cambria Investment Management L.P.’s holdings in Salesforce were worth $2,333,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the company. ARK Investment Management LLC increased its position in shares of Salesforce by 7.0% during the third quarter. ARK Investment Management LLC now owns 76,013 shares of the CRM provider’s stock valued at $18,015,000 after purchasing an additional 4,987 shares during the period. Dimensional Fund Advisors LP boosted its stake in Salesforce by 3.8% during the third quarter. Dimensional Fund Advisors LP now owns 4,239,144 shares of the CRM provider’s stock worth $1,004,896,000 after buying an additional 155,024 shares in the last quarter. Insigneo Advisory Services LLC increased its holdings in Salesforce by 3.2% in the 3rd quarter. Insigneo Advisory Services LLC now owns 11,827 shares of the CRM provider’s stock valued at $2,803,000 after buying an additional 368 shares during the period. NZS Capital LLC raised its stake in shares of Salesforce by 25.8% in the 3rd quarter. NZS Capital LLC now owns 80,846 shares of the CRM provider’s stock valued at $19,161,000 after buying an additional 16,593 shares in the last quarter. Finally, South Dakota Investment Council raised its stake in shares of Salesforce by 2.5% in the 3rd quarter. South Dakota Investment Council now owns 8,128 shares of the CRM provider’s stock valued at $1,926,000 after buying an additional 200 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Wall Street Analyst Weigh In

CRM has been the topic of a number of analyst reports. TD Cowen lowered their target price on shares of Salesforce from $325.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a research note on Thursday, December 4th. Truist Financial set a $280.00 target price on Salesforce in a report on Thursday, February 26th. Robert W. Baird decreased their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 4th. Finally, Sanford C. Bernstein lowered their price target on Salesforce from $223.00 to $194.00 and set an “underperform” rating on the stock in a research report on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and an average price target of $283.14.

Insider Transactions at Salesforce

In other Salesforce news, Director G Mason Morfit bought 96,000 shares of the company’s stock in a transaction on Friday, December 5th. The stock was bought at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the transaction, the director owned 2,994,509 shares of the company’s stock, valued at approximately $780,309,155.22. The trade was a 3.31% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total value of $929,259.10. Following the sale, 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 disclosure for this sale is available in the SEC filing. 3.00% of the stock is owned by corporate insiders.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is using its Formula 1 partnership to showcase Agentforce (AI agents) and illustrate how large-brand marketing can accelerate adoption and commercial awareness for its AI offerings. This supports Salesforce’s narrative of shifting from seat‑based software to “digital labor” revenue potential. Salesforce Uses Formula 1 Deal To Showcase Agentforce AI Growth Potential
• Positive Sentiment: Company messaging and product launches (Agentforce for Communications, new partnerships such as Asymbl and GoDaddy integrating MuleSoft) reinforce a strategic pivot to AI agents and higher‑value workflows — a growth narrative that can support longer‑term revenue re‑rating if adoption scales. Salesforce Recasts Growth Story Around AI Agents And Capital Returns
• Neutral Sentiment: Analyst and market commentary is revisiting CRM’s valuation after recent share weakness; pieces outline arguments both for continued undervaluation and for cautious outlooks depending on AI conversion speed and margin mix. This drives trading volatility but not a clear directional signal. A Look At Salesforce (CRM) Valuation After Recent Share Price Weakness And Undervaluation Debate
• Neutral Sentiment: Management’s Morgan Stanley TMT conference presentation (transcript) reiterates strategy, product roadmap and capital‑return priorities — useful for modelers but no new guidance that materially changes near‑term estimates. Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Coverage noting CRM as a “trending” stock and other media explainers (Zacks, TheStreet) increase attention but present mixed analyst actions and viewpoints — attention can lift liquidity but also amplify sell‑side target changes. Here is What to Know Beyond Why Salesforce, Inc. (CRM) is a Trending Stock
• Neutral Sentiment: Partner ecosystem activity: Faye’s acquisition of CRM Science (a Salesforce partner) underscores ecosystem consolidation and reseller dynamics — generally supportive of services demand but not directly material to revenue guidance. Faye Acquires CRM Science, Award Winning Salesforce Partner
• Negative Sentiment: Piper Sandler trimmed its price target to $250 (from $280) despite maintaining an Overweight rating — analyst downgrades or target cuts increase near‑term downside risk by lowering benchmarks investors use to value CRM. Piper Sandler Cuts Salesforce, Inc. (CRM) Price Target to $250 from $280
• Negative Sentiment: Coverage highlighting startups and AI tools building bespoke CRMs signals a competitive threat: AI‑native vendors could displace legacy vendors in some segments faster than expected, pressuring growth and pricing power. Meet the Companies Vibe Coding Their Own CRMs

Salesforce Stock Down 1.5%

Shares of CRM opened at $193.15 on Thursday. The firm has a market capitalization of $178.28 billion, a price-to-earnings ratio of 24.73, a PEG ratio of 1.43 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.98 and a current ratio of 0.76. The business’s fifty day moving average price is $219.76 and its two-hundred day moving average price is $237.46. Salesforce Inc. has a 52 week low of $174.57 and a 52 week high of $298.08.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. Salesforce had a return on equity of 15.38% and a net margin of 17.96%.The company had revenue of $11.20 billion during the quarter, compared to the consensus estimate of $11.18 billion. During the same quarter in the previous year, the company posted $2.78 earnings per share. The firm’s quarterly 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, analysts predict that Salesforce Inc. will post 7.46 earnings per share for the current year.

Salesforce Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be paid a $0.44 dividend. This is a boost from Salesforce’s previous quarterly dividend of $0.42. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. Salesforce’s payout ratio is 21.25%.

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.