---
title: "Cornerstone Wealth Management LLC Raises Stock Position in Salesforce Inc. $CRM"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286638759.md"
description: "Cornerstone Wealth Management LLC increased its stake in Salesforce Inc. (NYSE:CRM) by 137.5% in Q4, owning 10,563 shares valued at $2.8 million. Other institutional investors also raised their positions significantly. Salesforce's stock opened at $173.77, with a market cap of $142.18 billion. The company reported $3.81 EPS, exceeding estimates, and announced a $25 billion stock buyback plan. A quarterly dividend of $0.44 per share was also declared, reflecting a positive change from the previous dividend."
datetime: "2026-05-16T08:00:17.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286638759.md)
  - [en](https://longbridge.com/en/news/286638759.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286638759.md)
---

# Cornerstone Wealth Management LLC Raises Stock Position in Salesforce Inc. $CRM

Cornerstone Wealth Management LLC lifted its position in Salesforce Inc. (NYSE:CRM - Free Report) by 137.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,563 shares of the CRM provider's stock after buying an additional 6,115 shares during the period. Cornerstone Wealth Management LLC's holdings in Salesforce were worth $2,798,000 as of its most recent SEC filing.

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A number of other institutional investors and hedge funds have also recently modified their holdings of CRM. Capital World Investors grew its position in shares of Salesforce by 159.0% in the 3rd quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider's stock worth $4,106,255,000 after buying an additional 10,636,161 shares during the last quarter. Hotchkis & Wiley Capital Management LLC purchased a new position in shares of Salesforce in the 3rd quarter worth approximately $484,852,000. Alyeska Investment Group L.P. grew its position in shares of Salesforce by 285.4% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider's stock worth $589,568,000 after buying an additional 1,842,117 shares during the last quarter. Generation Investment Management LLP purchased a new position in shares of Salesforce in the 3rd quarter worth approximately $431,157,000. Finally, Capital International Investors grew its position in shares of Salesforce by 9.4% in the 3rd quarter. Capital International Investors now owns 20,051,119 shares of the CRM provider's stock worth $4,753,519,000 after buying an additional 1,729,440 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company's stock.

## Salesforce Stock Up 3.7%

CRM stock opened at $173.77 on Friday. The firm has a 50 day moving average of $184.17 and a 200 day moving average of $215.65. The stock has a market capitalization of $142.18 billion, a PE ratio of 22.25, a price-to-earnings-growth ratio of 1.16 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 Inc. has a 52 week low of $163.52 and a 52 week high of $292.17.

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Salesforce (NYSE:CRM - Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. Salesforce had a net margin of 17.96% and a return on equity of 15.38%. The business had revenue of $11.20 billion during the quarter, compared to analysts' expectations of $11.18 billion. During the same period in the previous year, the business posted $2.78 EPS. The business's quarterly revenue 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. Sell-side analysts forecast that Salesforce Inc. will post 9.71 earnings per share for the current year.

Salesforce announced that its Board of Directors has approved a stock repurchase plan on Monday, March 16th that allows the company to buyback $25.00 billion in shares. This buyback authorization allows the CRM provider to purchase up to 14.1% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's management believes its stock is undervalued.

## Salesforce Increases Dividend

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The firm also recently disclosed a quarterly dividend, which was paid on Thursday, April 23rd. Shareholders 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 (DPR) is presently 22.54%.

## Insider Activity at Salesforce

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

## More Salesforce News

Here are the key news stories impacting Salesforce this week:

-   Positive Sentiment: Salesforce’s stock rose after reports highlighted expanding AI momentum, solid financial performance, and a newly announced U.S. Air Force contract that bolsters confidence in demand for Agentforce and secure government cloud tools. Why Salesforce stock was surging today?
-   Positive Sentiment: Salesforce secured a $72 million U.S. Air Force agreement as part of a broader Department of Defense contract, expanding its footprint in highly regulated government environments and validating its AI platform for mission-critical workflows. Salesforce’s Air Force Deal Tests Agentforce’s Role In Secure Government AI
-   Positive Sentiment: Salesforce also gained attention after a new partnership with Moderna to use Agentforce Life Sciences to unify global operations, reinforcing the company’s AI and industry-specific software expansion. Salesforce (CRM), Moderna Partner to Unify Global Operations via Agentforce Life Sciences
-   Neutral Sentiment: Multiple articles pointed to Salesforce as a long-term value and trending stock, suggesting continued investor interest rather than a new fundamental catalyst. Why Salesforce (CRM) is a Top Value Stock for the Long-Term
-   Negative Sentiment: Citi trimmed its price target on Salesforce to $188 from $200, citing weak enterprise software spending trends, which is a reminder that the broader software demand backdrop remains mixed. Citi Cuts PT on Salesforce (CRM) From $200 To $188 Amid Weak Enterprise Software Spending Trends

## Analyst Upgrades and Downgrades

CRM has been the subject of a number of recent analyst reports. BTIG Research reiterated a "buy" rating and issued a $255.00 target price on shares of Salesforce in a research note on Friday, April 17th. Sanford C. Bernstein lowered their target price on shares of Salesforce from $223.00 to $194.00 and set an "underperform" rating for the company in a research note on Thursday, February 26th. Oppenheimer lowered their target price on shares of Salesforce from $275.00 to $250.00 and set an "outperform" rating for the company in a research note on Thursday, February 26th. The Goldman Sachs Group reiterated a "buy" rating and issued a $281.00 target price on shares of Salesforce in a research note on Thursday, February 26th. Finally, Wedbush reiterated an "outperform" rating and issued a $375.00 target price on shares of Salesforce in a research note on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $278.82.

**Read Our Latest Stock Report on Salesforce**

## Salesforce Profile

(Free Report)

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.

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_This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._

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