TB Alternative Assets Ltd. Takes $745,000 Position in Salesforce Inc. $CRM

TB Alternative Assets Ltd. bought a new stake in Salesforce Inc. (NYSE:CRM) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 2,813 shares of the CRM provider’s stock, valued at approximately $745,000.

Several other large investors have also recently added to or reduced their stakes in CRM. Marquette Asset Management LLC purchased a new stake in Salesforce in the 3rd quarter valued at about $26,000. Board of the Pension Protection Fund purchased a new position in shares of Salesforce during the 4th quarter worth about $26,000. Evolution Wealth Management Inc. purchased a new position in shares of Salesforce during the 2nd quarter worth about $27,000. Texas Capital Bancshares Inc TX acquired a new stake in shares of Salesforce in the third quarter worth approximately $28,000. Finally, Measured Wealth Private Client Group LLC purchased a new stake in Salesforce in the third quarter valued at approximately $39,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Stifel Nicolaus dropped their price target on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating for the company in a research report on Thursday, February 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of Salesforce in a report on Monday, December 29th. Wedbush restated an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Tuesday, February 24th. Piper Sandler reaffirmed an “overweight” rating and issued a $250.00 target price (down from $280.00) on shares of Salesforce in a research report on Thursday, February 26th. Finally, Wolfe Research reiterated an “outperform” rating on shares of Salesforce in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $280.21.

Insider Activity

In other news, Director Laura Alber acquired 2,571 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were purchased at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the acquisition, the director directly owned 9,530 shares of the company’s stock, valued at $1,854,347.40. This represents a 36.94% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk acquired 2,570 shares of the firm’s stock in a transaction on Wednesday, March 18th. The stock was purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of the transaction, the director owned 13,689 shares in the company, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 3.00% of the company’s stock.

Salesforce Price Performance

CRM stock opened at $186.29 on Thursday. The firm has a market cap of $171.94 billion, a P/E ratio of 23.85, a price-to-earnings-growth ratio of 1.36 and a beta of 1.29. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. Salesforce Inc. has a 1 year low of $174.57 and a 1 year high of $296.05. The stock has a 50-day simple moving average of $196.19 and a 200-day simple moving average of $229.51.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, topping the consensus estimate 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 return on equity of 15.38% and a net margin of 17.96%.Salesforce’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.78 EPS. 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 predict that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 9th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, April 9th. 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%. Salesforce’s dividend payout ratio is presently 22.54%.

Salesforce declared that its Board of Directors has approved a share repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in shares. This repurchase authorization allows the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its stock is undervalued.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Company fundamentals and guidance remain supportive: Salesforce recently reported stronger-than-expected quarterly EPS and raised FY‑2027 guidance, underpinning confidence in cash generation and margins. Earnings & guidance
• Positive Sentiment: Accelerated $25B buyback: Analysts expect Salesforce to materially ramp repurchases in FY‑2027; a large, accelerated buyback reduces share count and supports EPS, a clear bullish catalyst. Salesforce asserts growth and cash trajectory with accelerated $25B buyback
• Positive Sentiment: AI product traction: Agentforce showing 169% ARR growth and strong deal flow, while Slack/Slackbot received a major AI feature boost — both support recurring revenue expansion and cross‑sell into Sales/Service clouds. These product wins help justify higher forward multiples. Agentforce AI growth Slack adds 30 AI features
• Positive Sentiment: Bullish analyst and price-target moves: BTIG reaffirmed a Buy and set a $255 target, giving upside from current levels and supporting investor sentiment. BTIG buy rating $255 PT
• Neutral Sentiment: Insiders/whale activity: Ray Dalio’s Bridgewater disclosed a minor reduction in its long-standing CRM stake; the move appears modest and more portfolio rebalancing than a conviction change. Dalio reduces holding
• Neutral Sentiment: Industry integrations: A compliance‑focused messaging partner launched a native integration for Marketing Cloud (helps adoption in regulated verticals but is incremental). Compliance messaging integration
• Negative Sentiment: Bear activity and sector skepticism: A noted short seller highlighted an “AI paradox” trade against Salesforce and other software names, and broader software sell‑offs this year keep downside risk if AI expectations disappoint. These narratives can pressure the stock despite company-level positives. Short seller activity Sector sell-off context

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.