PKO BP BANKOWY Universal Pension Society JSC Raises Stake in Salesforce Inc. $CRM

PKO BP BANKOWY Universal Pension Society JSC raised its stake in Salesforce Inc. (NYSE:CRM) by 20.0% during the 2nd quarter, Holdings Channel reports. The fund owned 36,000 shares of the CRM provider’s stock after acquiring an additional 6,000 shares during the period. Salesforce makes up about 1.6% of PKO BP BANKOWY Universal Pension Society JSC’s investment portfolio, making the stock its 9th largest position. PKO BP BANKOWY Universal Pension Society JSC’s holdings in Salesforce were worth $5,640,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its holdings in Salesforce by 0.3% during the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock worth $23,800,353,000 after purchasing an additional 270,913 shares during the last quarter. State Street Corp increased its position in Salesforce by 1.3% during the 4th quarter. State Street Corp now owns 50,080,230 shares of the CRM provider’s stock worth $13,286,909,000 after buying an additional 659,573 shares during the period. J. Stern & Co. LLP lifted its holdings in shares of Salesforce by 24,056.7% during the fourth quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider’s stock worth $12,552,896,000 after buying an additional 47,189,352 shares in the last quarter. Capital International Investors lifted its holdings in shares of Salesforce by 13.3% during the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after buying an additional 2,669,891 shares in the last quarter. Finally, Geode Capital Management LLC boosted its position in shares of Salesforce by 3.8% in the fourth quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider’s stock valued at $5,751,073,000 after acquiring an additional 791,345 shares during the period. Institutional investors own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

CRM has been the subject of a number of recent research reports. B. Riley Financial boosted their price objective on shares of Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a report on Thursday, May 28th. Raymond James Financial reissued a “strong-buy” rating on shares of Salesforce in a research report on Tuesday, July 21st. Scotiabank lowered Salesforce from a “sector outperform” rating to a “sector perform” rating in a research note on Thursday, June 18th. Barclays upgraded Salesforce from an “overweight” rating to an “overweight” rating in a research report on Thursday, June 18th. Finally, Macquarie Infrastructure reduced their target price on Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a report on Thursday, May 28th. Two analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, sixteen have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus price target of $249.51.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command through Missionforce National Security. The mission-critical deployment could strengthen Salesforce’s government credentials, demonstrate the reliability of its autonomous AI technology, and support future defense contracts. Why Is Salesforce Deploying IL5 AI Agents in a Major Government Role?
• Positive Sentiment: CEO Marc Benioff argued that Wall Street’s concern that AI will undermine Salesforce is “dead wrong.” Management’s conviction suggests the company expects Agentforce and AI-powered digital labor to expand its addressable market rather than erode its software business. Marc Benioff Says Wall Street’s Fears That AI Will Kill Salesforce Are Dead Wrong
• Positive Sentiment: Erste Group Bank upgraded Salesforce from “hold” to “buy,” indicating that at the recent valuation the risk-reward profile may have improved.
• Neutral Sentiment: Salesforce promoted revenue chief Miguel Milano, a former Oracle executive, to operating chief. The change could improve execution, although it does not immediately alter the company’s financial outlook. Marc Benioff Gets a New Operating Chief
• Neutral Sentiment: Salesforce scheduled its fiscal second-quarter 2027 earnings release and webcast. The event will give investors an opportunity to assess Agentforce adoption, growth, margins, and guidance.
• Negative Sentiment: The key overhang remains investor skepticism that AI agents could disrupt Salesforce’s conventional subscription model or reduce demand for seats. The stock’s decline of more than 30% during 2026 highlights how seriously the market is discounting that risk, even after Salesforce recently exceeded earnings and revenue expectations.

Salesforce Stock Performance

NYSE CRM opened at $186.96 on Friday. The firm’s fifty day moving average price is $171.20 and its two-hundred day moving average price is $183.19. The stock has a market cap of $153.12 billion, a PE ratio of 21.64, a PEG ratio of 1.04 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The company had revenue of $11.13 billion for the quarter, compared to analysts’ expectations of $11.05 billion. During the same period in the previous year, the business posted $2.58 earnings per share. The business’s quarterly revenue was up 13.3% compared to the same quarter last year. 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 expect that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were paid a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.

About Salesforce

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.