LM Advisors LLC Reduces Position in Salesforce Inc. $CRM

LM Advisors LLC lessened its position in shares of Salesforce Inc. (NYSE:CRM) by 74.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,625 shares of the CRM provider’s stock after selling 13,248 shares during the quarter. Salesforce comprises 0.7% of LM Advisors LLC’s investment portfolio, making the stock its 22nd biggest holding. LM Advisors LLC’s holdings in Salesforce were worth $1,225,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in CRM. Commonwealth Retirement Investments LLC purchased a new position in Salesforce during the 4th quarter worth approximately $25,000. Board of the Pension Protection Fund purchased a new position in Salesforce during the 4th quarter worth approximately $26,000. Key Capital Management INC purchased a new position in Salesforce during the 4th quarter worth approximately $26,000. Gilpin Wealth Management LLC purchased a new position in Salesforce during the 4th quarter worth approximately $26,000. Finally, Legacy Bridge LLC acquired a new stake in Salesforce during the 4th quarter worth approximately $27,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce Stock Down 0.2%

CRM opened at $166.07 on Friday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The business has a 50 day simple moving average of $180.10 and a 200-day simple moving average of $206.89. The stock has a market capitalization of $136.01 billion, a P/E ratio of 19.22, a P/E/G ratio of 1.03 and a beta of 1.16. Salesforce Inc. has a 12 month low of $161.40 and a 12 month high of $276.80.

Salesforce (NYSE:CRM) last posted its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating the consensus estimate of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The company’s quarterly revenue was up 13.3% compared to the same quarter last year. During the same period last year, the firm earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, equities analysts anticipate that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be issued a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 1.1%. Salesforce’s payout ratio is currently 20.37%.

Salesforce declared that its board has authorized a stock repurchase program on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

Analysts Set New Price Targets

CRM has been the subject of a number of recent research reports. Morgan Stanley decreased their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday, February 23rd. UBS Group reaffirmed a “market outperform” rating on shares of Salesforce in a research report on Thursday, May 28th. TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a research report on Friday. DA Davidson decreased their price objective on Salesforce from $200.00 to $175.00 and set a “neutral” rating for the company in a research report on Thursday, May 28th. Finally, Piper Sandler cut Salesforce from an “overweight” rating to a “neutral” rating in a research report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $259.26.

Insider Buying and Selling at Salesforce

In other news, Director David Blair Kirk acquired 2,570 shares of Salesforce stock in a transaction that occurred 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 acquisition, the director owned 13,689 shares in the company, valued at $2,664,153.18. This trade represents a 23.11% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Laura Alber purchased 2,571 shares of the company’s stock in a transaction on Thursday, March 19th. The shares were bought at an average cost of $194.58 per share, with a total value of $500,265.18. Following the transaction, 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. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 3.50% of the company’s stock.

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.