Asset One Wealth Management LLC Buys Shares of 14,460 Salesforce Inc. $CRM

Asset One Wealth Management LLC bought a new stake in shares of Salesforce Inc. (NYSE:CRM) in the fourth quarter, Holdings Channel reports. The firm bought 14,460 shares of the CRM provider’s stock, valued at approximately $3,831,000.

A number of other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC lifted its stake in shares of Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after purchasing an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after purchasing an additional 205 shares during the last quarter. Bison Wealth LLC lifted its stake in shares of Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after purchasing an additional 184 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after purchasing an additional 106 shares during the last quarter. Finally, United Bank lifted its stake in shares of Salesforce by 5.2% in the 2nd 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.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a $3.6 billion acquisition of Fin, a customer AI agent platform, reinforcing its push into agentic AI and potentially expanding its automation and customer-service capabilities. Salesforce to acquire customer AI agent platform Fin for $3.6B
• Positive Sentiment: Some analysts remain constructive, with reaffirmed Buy ratings and targets well above the current share price, suggesting potential upside if Salesforce’s AI strategy and cash generation continue to improve. Analyst rating updates
• Neutral Sentiment: UBS reiterated a Neutral rating, reflecting a wait-and-see stance as investors assess whether Salesforce can convert its AI investments into faster growth. UBS sticks neutral
• Neutral Sentiment: Reports highlighting strong cash flow, rising margins, and a large buyback plan support the view that Salesforce still has financial flexibility to reward shareholders while investing in growth. CRM’s Record Cash Generation Support Robust Shareholder Returns
• Negative Sentiment: Multiple articles raised concerns that Salesforce’s acquisition-heavy strategy may not be translating into sustained growth reacceleration, with some analysts cutting fair value estimates and questioning AI monetization. Salesforce (CRM) Stock Sees Fair Value Cut As Analysts Question AI Growth Path
• Negative Sentiment: Commentary also pointed to “unit economic” concerns and recent share-price weakness, suggesting investors are worried the market is still paying closer attention to execution risk than to the long-term AI opportunity. Salesforce: Putting The Spotlight On The Unit Economic Concerns

Salesforce Stock Down 4.2%

Salesforce stock opened at $154.88 on Thursday. The firm has a market cap of $126.85 billion, a price-to-earnings ratio of 17.93, a P/E/G ratio of 1.01 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. Salesforce Inc. has a fifty-two week low of $154.23 and a fifty-two week high of $276.80. The firm has a fifty day moving average price of $178.54 and a two-hundred day moving average price of $205.28.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. The firm had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business’s revenue was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the business 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. As a group, analysts forecast that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce declared that its board has initiated a stock repurchase 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 believes its stock is undervalued.

Salesforce Dividend Announcement

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

Analyst Ratings Changes

Several equities research analysts recently issued reports on CRM shares. KeyCorp reduced their price objective on shares of Salesforce from $300.00 to $290.00 and set an “overweight” rating for the company in a research note on Thursday, May 28th. Piper Sandler lowered shares of Salesforce from an “overweight” rating to a “neutral” rating in a research note on Thursday, May 28th. Morgan Stanley reduced their price objective 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. TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a research note on Friday, June 12th. Finally, Northland Securities reduced their price objective on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating for the company in a research note on Tuesday, March 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $259.26.

Salesforce 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.