Concurrent Investment Advisors LLC Purchases 12,523 Shares of Salesforce Inc. $CRM

Concurrent Investment Advisors LLC boosted its position in shares of Salesforce Inc. (NYSE:CRM) by 20.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 75,256 shares of the CRM provider’s stock after buying an additional 12,523 shares during the period. Concurrent Investment Advisors LLC’s holdings in Salesforce were worth $19,936,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CRM. Capital World Investors boosted its stake in Salesforce by 159.0% during the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after buying an additional 10,636,161 shares during the last quarter. Hotchkis & Wiley Capital Management LLC bought a new position in Salesforce during the third quarter valued at approximately $484,852,000. Alyeska Investment Group L.P. boosted its stake in Salesforce by 285.4% during the third quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock valued at $589,568,000 after buying an additional 1,842,117 shares during the last quarter. Generation Investment Management LLP bought a new position in Salesforce during the third quarter valued at approximately $431,157,000. Finally, Capital International Investors boosted its stake in Salesforce by 9.4% during the third quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock valued at $4,753,519,000 after buying an additional 1,729,440 shares during the last quarter. 80.43% of the stock is owned by institutional investors.

Salesforce Trading Up 2.9%

Shares of CRM stock opened at $178.31 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 stock’s 50 day simple moving average is $187.22 and its two-hundred day simple moving average is $222.17. Salesforce Inc. has a 1 year low of $163.52 and a 1 year high of $296.05. The company has a market cap of $145.89 billion, a PE ratio of 22.83, a price-to-earnings-growth ratio of 1.26 and a beta of 1.29.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share 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 firm had revenue of $11.20 billion for the quarter, compared to the consensus estimate of $11.18 billion. During the same period in the prior year, the business posted $2.78 earnings per share. The company’s revenue for the quarter 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. Research analysts predict that Salesforce Inc. will post 9.71 earnings per share for the current year.

Salesforce announced that its Board of Directors has authorized a stock repurchase program on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board believes its stock is undervalued.

Salesforce Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th were issued a $0.44 dividend. The ex-dividend date was Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. Salesforce’s dividend payout ratio (DPR) is currently 22.54%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Bull case surfaced summarizing why investors should consider CRM — bullish Substack thesis highlighted valuation and AI upside. Is Salesforce, Inc. (CRM) A Good Stock To Buy Now?
• Positive Sentiment: Zacks reports Agentforce has reached ~$800M ARR with 169% growth, signaling tangible AI-driven revenue momentum that could support future upside. Agentforce Adoption Rises: Can It Be Salesforce’s Next Growth Engine?
• Positive Sentiment: Coverage on partnership and capital return chatter (Google collaboration, $25B buyback commentary) reinforces strategic catalysts and management’s optionality on capital allocation. Salesforce (CRM) Stock: Google Partnership, $25B Buyback, and What Analysts Are Saying
• Neutral Sentiment: Comparisons with peers (ServiceNow) highlight valuation differences and competing AI execution — useful for relative‑value decisions but not company‑specific news. Cheap Salesforce Vs. Expensive ServiceNow: Which Stock Is A Better Buy Today?
• Neutral Sentiment: Montaka’s internal assessment coverage provides investor insight into hedge‑fund views but adds nuance rather than immediate directional pressure. Here’s Montaka’s Internal Assessment on Salesforce (CRM)
• Negative Sentiment: Articles warning AI could reduce demand for traditional CRM functions — a thematic risk that has driven some bearish calls and investor caution. Salesforce (CRM) Stock At Significant Risk Of Collapsing Due To AI
• Negative Sentiment: Sector‑wide panic after ServiceNow’s weak guidance pressured enterprise software, triggering steep intraday declines in CRM recently. Salesforce Just Dropped 9% on Sector Panic. Is the Cloud Software King on Sale?
• Negative Sentiment: Piper Sandler trimmed its price target citing rising AI competition in enterprise software — analyst downgrades/cuts can cap near‑term upside. Salesforce, Inc. (CRM) PT Reduced as Piper Sandler Flags Rising AI Competition in Enterprise Software

Insider Activity at Salesforce

In other Salesforce news, Director Laura Alber purchased 2,571 shares of Salesforce stock in a transaction dated Thursday, March 19th. The shares were purchased at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the acquisition, the director owned 9,530 shares in the company, valued at $1,854,347.40. This represents a 36.94% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director David Blair Kirk purchased 2,570 shares of Salesforce stock in a transaction dated Wednesday, March 18th. The stock was acquired at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the acquisition, the director owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on CRM. BTIG Research reissued a “buy” rating and set a $255.00 price target on shares of Salesforce in a research note on Friday, April 17th. Barclays decreased their price objective on Salesforce from $265.00 to $252.00 and set an “overweight” rating on the stock in a research report on Thursday, February 26th. JPMorgan Chase & Co. decreased their price objective on Salesforce from $365.00 to $320.00 and set an “overweight” rating on the stock in a research report on Thursday, February 26th. Morgan Stanley decreased their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research report on Monday, February 23rd. Finally, Northland Securities decreased their price objective on Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and an average target price of $279.18.

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.