MGO One Seven LLC Grows Stock Position in Salesforce Inc. $CRM

MGO One Seven LLC lifted its stake in Salesforce Inc. (NYSE:CRM) by 56.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 37,186 shares of the CRM provider’s stock after acquiring an additional 13,476 shares during the quarter. MGO One Seven LLC’s holdings in Salesforce were worth $9,851,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Board of the Pension Protection Fund purchased a new position in Salesforce during the fourth quarter valued at approximately $26,000. Key Capital Management INC purchased a new stake in Salesforce in the 4th quarter worth approximately $26,000. Legacy Bridge LLC acquired a new stake in shares of Salesforce during the 4th quarter worth approximately $27,000. Marquette Asset Management LLC purchased a new position in shares of Salesforce during the 3rd quarter valued at approximately $26,000. Finally, Texas Capital Bancshares Inc TX purchased a new position in shares of Salesforce during the 3rd quarter valued at approximately $28,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Salesforce

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

Wall Street Analysts Forecast Growth

CRM has been the topic of a number of recent analyst reports. Cantor Fitzgerald reissued an “overweight” rating on shares of Salesforce in a report on Thursday, February 26th. Barclays cut their price objective on shares of Salesforce from $265.00 to $252.00 and set an “overweight” rating for the company in a report on Thursday, February 26th. Wells Fargo & Company decreased their price objective on shares of Salesforce from $235.00 to $210.00 and set an “equal weight” rating for the company in a research report on Thursday, February 26th. BTIG Research reissued a “buy” rating and set a $255.00 target price on shares of Salesforce in a research note on Friday, April 17th. Finally, Wall Street Zen cut Salesforce from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and an average target price of $279.18.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce will change its revenue reporting from FY27 to better align with its AI-led “Agentic Enterprise” strategy, which investors view as improving transparency into AI-driven revenue and could re-rate valuation multiples if it highlights faster growth. Salesforce Inc’s (CRM) New Reporting Structure To Give Better Insights Into AI Driven Growth
• Positive Sentiment: Navatar launched an AI-powered corporate finance advisory operating model built on Salesforce, showing ecosystem demand for Salesforce’s AI platform and potential to drive more industry-specific ARR and services. Navatar Brings AI-Powered Corporate Finance Advisory CRM to Salesforce
• Positive Sentiment: Merck Animal Health selected Salesforce’s Agentforce Life Sciences for customer engagement, a sizable enterprise win that validates cross-industry adoption of Salesforce’s AI CRM offerings. Merck Animal Health Selects Salesforce’s Agentforce Life Sciences
• Positive Sentiment: Coverage from Zacks and other outlets continues to position CRM alongside big-data/AI leaders (e.g., NVDA, PLTR), reinforcing investor perception of Salesforce as a core beneficiary of enterprise AI demand. Top Big Data Stocks Powering the AI Boom
• Positive Sentiment: Analyst commentary (Barclays mention, etc.) argues the market may be underestimating Salesforce’s positioning in AI infrastructure/software, supporting a bullish narrative for medium-term revenue upside. Is the Market Missing the Point on Salesforce Inc (CRM)’s AI Positioning?
• Neutral Sentiment: Long-form pieces ask whether Salesforce is prepared for life after founder/CEO Marc Benioff — a governance and succession-topic that could influence investor sentiment over time but does not change near-term fundamentals. Beyond Benioff: Is Salesforce Ready for Life Without Its Founder?
• Negative Sentiment: Recent intraday volatility and a prior session where CRM underperformed the market underscore short-term risk and profit-taking that can offset positive newsflows. Salesforce (CRM) Stock Drops Despite Market Gains

Salesforce Stock Performance

NYSE:CRM opened at $186.27 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.76 and a current ratio of 0.76. The company has a fifty day moving average of $186.78 and a two-hundred day moving average of $218.91. The stock has a market capitalization of $152.41 billion, a PE ratio of 23.85, a P/E/G ratio of 1.26 and a beta of 1.14. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week 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, beating the consensus estimate of $3.05 by $0.76. The business 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%. The company’s revenue for the quarter 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. As a group, research analysts forecast that Salesforce Inc. will post 9.71 earnings per share for the current fiscal year.

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

Salesforce Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Investors of record on Thursday, April 9th were issued a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.9%. The ex-dividend date was Thursday, April 9th. This is a positive change from Salesforce’s previous quarterly dividend of $0.42. Salesforce’s payout ratio is presently 22.54%.

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.