Salesforce Inc. $CRM Shares Acquired by Morangie Management LLC

Morangie Management LLC increased its position in shares of Salesforce Inc. (NYSE:CRM) by 57.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,443 shares of the CRM provider’s stock after purchasing an additional 3,822 shares during the quarter. Salesforce accounts for 2.2% of Morangie Management LLC’s investment portfolio, making the stock its 13th biggest holding. Morangie Management LLC’s holdings in Salesforce were worth $2,771,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Salesforce by 13.7% in 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 boosted its position in shares of 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 buying an additional 205 shares in the last quarter. Bison Wealth LLC grew its stake in Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after acquiring an additional 184 shares during the last quarter. Sivia Capital Partners LLC grew its stake 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 increased its holdings in 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 acquiring an additional 500 shares in the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was purchased at an average cost 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 $2,664,153.18. This trade represents a 23.11% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction that occurred on Thursday, March 19th. The shares were acquired at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, the director directly owned 9,530 shares of the company’s stock, valued at $1,854,347.40. This trade represents a 36.94% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 3.00% of the company’s stock.

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

Analysts Set New Price Targets

A number of brokerages have issued reports on CRM. Wedbush restated an “outperform” rating and set a $375.00 target price on shares of Salesforce in a research report on Tuesday, February 24th. Morgan Stanley lowered their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. UBS Group cut their price objective on Salesforce from $260.00 to $200.00 and set a “neutral” rating for the company in a research report on Tuesday, February 17th. Wolfe Research reaffirmed an “outperform” rating on shares of Salesforce in a research note on Thursday, January 15th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $400.00 target price on shares of Salesforce in a report on Thursday, February 26th. One investment 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 issued a Sell rating to the company’s stock. According to MarketBeat, Salesforce currently has an average rating of “Moderate Buy” and a consensus price target of $280.21.

Salesforce Stock Performance

NYSE:CRM opened at $187.01 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76. The firm has a market cap of $172.61 billion, a PE ratio of 23.94, a P/E/G ratio of 1.36 and a beta of 1.29. The firm has a 50 day simple moving average of $195.37 and a 200-day simple moving average of $229.22. Salesforce Inc. has a 1-year low of $174.57 and a 1-year high of $296.05.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.05 by $0.76. The firm had revenue of $11.20 billion for the quarter, compared to analyst estimates of $11.18 billion. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. Salesforce’s revenue was up 12.1% compared to the same quarter last year. During the same quarter last year, the business earned $2.78 earnings per share. 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 expect that Salesforce Inc. will post 7.46 EPS for the current year.

Salesforce announced that its Board of Directors has initiated a stock buyback plan 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 plans are often a sign that the company’s leadership believes its shares are undervalued.

Salesforce Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be given 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 dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, April 9th. Salesforce’s dividend payout ratio (DPR) is presently 21.25%.

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.