Partners Capital Investment Group LLP Invests $2.03 Million in Salesforce Inc. $CRM

Partners Capital Investment Group LLP bought a new stake in Salesforce Inc. (NYSE:CRM) during the second quarter, Holdings Channel.com reports. The firm bought 12,931 shares of the CRM provider’s stock, valued at approximately $2,026,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Fred Alger Management LLC increased its position in Salesforce by 0.3% in the 3rd quarter. Fred Alger Management LLC now owns 14,943 shares of the CRM provider’s stock valued at $3,548,000 after acquiring an additional 45 shares during the period. Synergy Financial Group LTD lifted its stake in shares of Salesforce by 2.4% in the third quarter. Synergy Financial Group LTD now owns 2,035 shares of the CRM provider’s stock worth $482,000 after acquiring an additional 48 shares during the period. CBIZ Investment Advisory Services LLC boosted its holdings in Salesforce by 35.4% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 199 shares of the CRM provider’s stock valued at $53,000 after acquiring an additional 52 shares during the last quarter. Krane Funds Advisors LLC boosted its holdings in Salesforce by 0.7% in the fourth quarter. Krane Funds Advisors LLC now owns 8,254 shares of the CRM provider’s stock valued at $2,187,000 after acquiring an additional 57 shares during the last quarter. Finally, HBW Advisory Services LLC increased its position in Salesforce by 0.4% during the 1st quarter. HBW Advisory Services LLC now owns 13,098 shares of the CRM provider’s stock valued at $2,445,000 after purchasing an additional 57 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: BTIG Research reaffirmed its Buy rating and set a $255 price target, implying substantial upside from recent trading levels. The bullish view reflects confidence in Salesforce’s AI opportunity and earnings outlook. Benzinga article
• Positive Sentiment: One analyst argues Salesforce remains undervalued, citing its AI-enabled growth potential, modest valuation and significant share repurchases. The company’s reported $27.5 billion buyback has reduced shares outstanding and could provide support for earnings per share and the stock. Salesforce Forcing Itself Higher Through Massive Buybacks And AI-Led Growth
• Positive Sentiment: Analysts expect AI cloud demand, acquisitions and disciplined spending to support second-quarter results, with revenue growth forecast at approximately 10.6%. Salesforce is also being discussed as a potential beneficiary of broader enterprise AI adoption. Salesforce Set to Report Q2 Earnings
• Neutral Sentiment: Salesforce has rallied toward the $210 area and is testing a resistance zone near its June high. A strong earnings reaction could determine whether the recent advance continues or stalls. Salesforce Stock Hits a Crucial Resistance Ahead of Earnings
• Negative Sentiment: The main risk is that Salesforce’s earnings report fails to demonstrate a meaningful sales-growth reacceleration. Analysts and investors remain cautious about slower software growth, elevated AI expectations and the possibility that the broader AI trade could weaken. Salesforce Earnings Due: Will Sales Growth Reacceleration Hold Up?

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on CRM. Wedbush initiated coverage on shares of Salesforce in a research report on Wednesday, July 1st. They issued an “outperform” rating on the stock. Canaccord Genuity Group reiterated a “buy” rating and set a $225.00 price objective on shares of Salesforce in a research report on Tuesday, June 16th. Erste Group Bank raised shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Wednesday, August 5th. Evercore restated an “outperform” rating on shares of Salesforce in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada cut shares of Salesforce from a “sector perform” rating to a “sector perform” rating in a research report on Wednesday, July 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $249.87.

Salesforce Stock Performance

NYSE:CRM opened at $209.19 on Tuesday. The company has a fifty day moving average of $175.23 and a 200-day moving average of $181.44. The firm has a market capitalization of $171.32 billion, a P/E ratio of 24.21, a P/E/G ratio of 1.13 and a beta of 1.16. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a twelve month low of $146.32 and a twelve month high of $269.11.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. The business had revenue of $11.13 billion for 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%. Salesforce’s revenue was up 13.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.58 earnings per share. 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, sell-side analysts anticipate that Salesforce Inc. will post 10.27 EPS for the current year.

Salesforce Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, June 11th. Salesforce’s dividend payout ratio is 20.37%.

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.