Composition Wealth LLC Has $3.95 Million Holdings in Salesforce Inc. $CRM

Composition Wealth LLC grew its position in Salesforce Inc. (NYSE:CRM) by 24.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 14,911 shares of the CRM provider’s stock after acquiring an additional 2,924 shares during the quarter. Composition Wealth LLC’s holdings in Salesforce were worth $3,950,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of Salesforce by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock valued at $23,800,353,000 after acquiring an additional 270,913 shares during the last quarter. State Street Corp increased its holdings in shares of Salesforce by 0.3% during the 3rd quarter. State Street Corp now owns 49,420,657 shares of the CRM provider’s stock valued at $11,732,966,000 after acquiring an additional 159,739 shares during the last quarter. Capital International Investors increased its holdings in shares of Salesforce by 9.4% during the 3rd quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider’s stock valued at $4,753,519,000 after acquiring an additional 1,729,440 shares during the last quarter. Capital World Investors increased its holdings in shares of Salesforce by 159.0% during the 3rd quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after acquiring an additional 10,636,161 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in shares of Salesforce by 11.8% during the 3rd quarter. Invesco Ltd. now owns 7,155,512 shares of the CRM provider’s stock valued at $1,695,856,000 after acquiring an additional 754,116 shares during the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Launched Agentforce Operations to fix agent workflow failures — Salesforce unveiled Agentforce Operations to orchestrate and harden the workflows that break enterprise AI agents, addressing a core scalability and reliability issue for customers. This product move directly targets enterprise demand for reliable AI automation and can improve retention and upsell. Salesforce launches Agentforce Operations to fix the workflows breaking enterprise AI
• Positive Sentiment: Big AI hiring push and deeper ecosystem bets — Salesforce announced a program to recruit 1,000 new graduates into AI roles and is expanding partner bets (notably a deeper Google Cloud tie-up and an early Anthropic investment). Those moves bolster execution capacity and give Salesforce access to third‑party models/compute, supporting its positioning as an AI-first workflow platform. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Positive Sentiment: Crowdsourcing AI roadmap with customers — Salesforce is inviting customers into its AI roadmap process, which can accelerate product-market fit, shorten feedback loops, and lower execution risk for new AI features. That helps protect long‑term revenue trajectories as the company embeds AI into core CRM workflows. Salesforce is crowdsourcing its AI roadmap — with customers
• Positive Sentiment: AI being embedded across CRM workflows (industry validation) — Coverage noting Salesforce and Microsoft pushing AI deeper into CRM workflows signals broad market adoption and competitive validation of Salesforce’s strategy. That supports recurring revenue growth if customers adopt agentized workflows at scale. Salesforce and Microsoft push AI deeper into CRM workflows
• Neutral Sentiment: Wall‑street/sector context — Morgan Stanley remains bullish on select SaaS names amid the broader software pullback; this helps sector sentiment but is not an immediate company‑specific catalyst. Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
• Neutral Sentiment: Antitrust/legal action around Slack vs Microsoft — Salesforce’s Slack unit has sued Microsoft in London alleging anticompetitive behavior; legal outcomes are uncertain and timing is long‑dated, so immediate revenue impact is unclear. Salesforce (CRM) Stock In Focus After Slack Targets Microsoft In Court
• Negative Sentiment: Organizational restructuring and workforce reductions — Salesforce is reorganizing with leadership changes and some reductions even as it hires for AI roles; layoffs and exec churn raise short‑term execution and morale risk. Salesforce Restructures As AI Hiring Drive And Partnerships Test Valuation
• Negative Sentiment: Recent short‑term weakness — reporting showed a recent close decline (~‑2.6% in a prior session), highlighting near‑term volatility as investors debate AI execution vs. valuation. Salesforce (CRM) Stock Sinks As Market Gains: Here’s Why

Salesforce Price Performance

Shares of NYSE:CRM opened at $183.98 on Friday. The business has a 50 day moving average price of $186.67 and a 200 day moving average price of $220.25. Salesforce Inc. has a twelve month low of $163.52 and a twelve month high of $296.05. The company has a market cap of $150.54 billion, a price-to-earnings ratio of 23.56, a PEG ratio of 1.28 and a beta of 1.14. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.18.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $3.81 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $11.18 billion. During the same quarter in the prior year, the company earned $2.78 EPS. The firm’s revenue for the quarter 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. 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 approved a share buyback program on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.

Salesforce Increases Dividend

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

Insider Activity at Salesforce

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

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Wedbush reissued an “outperform” rating and set a $375.00 price objective on shares of Salesforce in a report on Tuesday, February 24th. Sanford C. Bernstein lowered their price objective on Salesforce from $223.00 to $194.00 and set an “underperform” rating on the stock in a report on Thursday, February 26th. BTIG Research reissued a “buy” rating and set a $255.00 price objective on shares of Salesforce in a report on Friday, April 17th. Citigroup increased their price objective on Salesforce from $197.00 to $200.00 and gave the company a “neutral” rating in a report on Monday, March 2nd. Finally, Mizuho lowered their price objective on Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a report on Thursday, February 26th. One equities research 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’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $279.18.

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.