Siemens Fonds Invest GmbH Grows Position in Salesforce Inc. $CRM

Siemens Fonds Invest GmbH lifted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 13.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 27,821 shares of the CRM provider’s stock after acquiring an additional 3,212 shares during the quarter. Siemens Fonds Invest GmbH’s holdings in Salesforce were worth $7,398,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Commonwealth Retirement Investments LLC purchased a new position in Salesforce during the 4th quarter valued at about $25,000. Board of the Pension Protection Fund purchased a new position in Salesforce during the 4th quarter valued at about $26,000. Key Capital Management INC purchased a new position in Salesforce during the 4th quarter valued at about $26,000. Gilpin Wealth Management LLC purchased a new position in Salesforce during the 4th quarter valued at about $26,000. Finally, Legacy Bridge LLC purchased a new position in Salesforce during the 4th quarter valued at about $27,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Stock Performance

Shares of CRM opened at $161.74 on Wednesday. The stock has a 50-day simple moving average of $179.14 and a 200-day simple moving average of $205.79. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a market capitalization of $132.47 billion, a PE ratio of 18.72, a PEG ratio of 1.02 and a beta of 1.16. Salesforce Inc. has a 1 year low of $160.50 and a 1 year high of $276.80.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (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 business’s quarterly revenue was up 13.3% compared to the same quarter last year. During the same quarter last year, the business posted $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, analysts predict that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce announced that its Board of Directors has authorized 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 a sign that the company’s board believes its shares are undervalued.

Salesforce Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be paid a $0.44 dividend. This represents a $1.76 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

Insider Activity

In related news, Director Laura Alber acquired 2,571 shares of the firm’s stock in a transaction dated Thursday, March 19th. The stock was acquired at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the purchase, the director owned 9,530 shares of the company’s stock, valued at $1,854,347.40. This represents a 36.94% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 3.50% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on CRM shares. DA Davidson lowered their target price on Salesforce from $200.00 to $175.00 and set a “neutral” rating for the company in a report on Thursday, May 28th. Wolfe Research restated an “outperform” rating on shares of Salesforce in a report on Monday. Wall Street Zen upgraded Salesforce from a “hold” rating to a “buy” rating in a report on Saturday, June 6th. Bank of America started coverage on Salesforce in a report on Monday, May 18th. They set an “underperform” rating and a $160.00 target price for the company. Finally, HSBC raised their target price on Salesforce from $350.00 to $356.00 and gave the company a “buy” rating in a report on Friday, May 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and a consensus price target of $259.26.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce is deepening its push into agentic AI by acquiring Fin, an AI customer-service platform that handles queries across chat, email, WhatsApp, SMS, phone and Slack. Investors are viewing the deal as a strategic step that could strengthen Salesforce’s position in the fast-growing AI automation market. Reuters article
• Positive Sentiment: Analysts at firms including Wedbush, Canaccord Genuity and Needham reaffirmed bullish views, with price targets well above the current share price, suggesting Wall Street sees meaningful upside if Salesforce’s AI strategy gains traction. Benzinga article
• Positive Sentiment: Commentary around Salesforce’s strong cash generation, rising margins and a $50 billion buyback plan is supporting the investment case by highlighting its ability to fund acquisitions while still returning capital to shareholders. Yahoo Finance article
• Neutral Sentiment: Wedbush said the Fin purchase shows Salesforce is moving faster than expected to secure the AI agent market, but investors are still waiting to see whether these acquisitions translate into faster revenue growth and better returns. Proactive Investors article
• Negative Sentiment: Some coverage is focusing on Salesforce’s steep share-price decline over the past year and the concern that its acquisition-heavy strategy has not yet restored investor confidence, keeping pressure on CRM stock. Invezz article

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.