Windward Capital Management Co. CA Has $48.55 Million Stake in Salesforce Inc. $CRM
by Danessa Lincoln · The Markets DailyWindward Capital Management Co. CA decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 3.2% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 183,283 shares of the CRM provider’s stock after selling 6,072 shares during the period. Salesforce comprises 3.8% of Windward Capital Management Co. CA’s portfolio, making the stock its 6th biggest position. Windward Capital Management Co. CA’s holdings in Salesforce were worth $48,553,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after buying an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after acquiring an additional 205 shares during the last quarter. Bison Wealth LLC raised its holdings in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank boosted its position in Salesforce by 5.2% during the second quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after purchasing an additional 500 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.
More Salesforce News
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment: Expanded Google Cloud partnership that enables AI agents to act across Salesforce and Google platforms — strengthens product differentiation and cross-sell opportunities for AI-driven workflows, a constructive long-term catalyst. Salesforce and Google Cloud partnership
- Positive Sentiment: Management’s capital return and analyst conversations: coverage notes a sizable buyback plan and analysts highlighting valuation support, which can bolster shareholder returns and sentiment over time. Buyback and analyst commentary
- Neutral Sentiment: Mixed media and pundit views — high-profile commentators like Jim Cramer show a split of opinion (some urging buyers to hold, others cautious), creating volatility as retail and institutional flows respond to differing narratives. Jim Cramer opinion split
- Negative Sentiment: Sector-wide panic after ServiceNow’s weak guidance: enterprise software peers warned/ cut estimates, triggering broad multiple compression and heavy selling in CRM and cloud names — a primary driver of today’s downward pressure on CRM. Sector panic coverage
- Negative Sentiment: Analyst trim: Piper Sandler and others have reduced price targets citing rising AI competition in enterprise software, which increases near-term downside risk from multiple resets. PT reduced as AI competition flagged
- Negative Sentiment: Hedge-fund and activist assessments: recent internal reviews and investor notes (e.g., Montaka) highlighting execution and AI exposure concerns add selling pressure as investors reassess growth vs. competition risks. Montaka assessment
Insiders Place Their Bets
In other Salesforce news, Director Laura Alber bought 2,571 shares of Salesforce stock in a transaction dated Thursday, March 19th. The stock was bought at an average price of $194.58 per share, with a total value of $500,265.18. Following the completion of the transaction, the director owned 9,530 shares in the company, valued at $1,854,347.40. The trade was a 36.94% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were acquired at an average cost of $194.62 per share, for a total transaction of $500,173.40. Following the completion of the transaction, 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 disclosure for this purchase is available in the SEC filing. 3.00% of the stock is currently owned by company insiders.
Salesforce Price Performance
Shares of CRM opened at $173.33 on Friday. The firm has a market capitalization of $141.82 billion, a PE ratio of 22.19, a PEG ratio of 1.38 and a beta of 1.29. The company’s 50-day moving average is $187.44 and its 200-day moving average is $222.64. Salesforce Inc. has a fifty-two week low of $163.52 and a fifty-two week high of $296.05. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.76 and a quick ratio of 0.76.
Salesforce (NYSE:CRM – Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating analysts’ consensus estimates 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%. Salesforce’s quarterly revenue was up 12.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $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. Equities analysts forecast that Salesforce Inc. will post 9.71 EPS for the current year.
Salesforce declared that its board has approved a share buyback program on Monday, March 16th that authorizes the company to buyback $25.00 billion in outstanding shares. This buyback authorization authorizes the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its shares are undervalued.
Salesforce Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders of record on Thursday, April 9th were given 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 (DPR) is 22.54%.
Wall Street Analyst Weigh In
Several research analysts have weighed in on CRM shares. Wells Fargo & Company lowered their price target on Salesforce from $235.00 to $210.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 26th. Morgan Stanley decreased their target price on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research note on Monday, February 23rd. Royal Bank Of Canada dropped their price target on shares of Salesforce from $290.00 to $210.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 26th. Wedbush reiterated an “outperform” rating and issued a $375.00 price target on shares of Salesforce in a research note on Tuesday, February 24th. Finally, Wall Street Zen downgraded shares of Salesforce from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given 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 company presently has an average rating of “Moderate Buy” and an average price target of $279.18.
Check Out Our Latest Analysis on CRM
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.