Lombard Odier Asset Management Europe Ltd Takes $7.25 Million Position in Salesforce Inc. $CRM

Lombard Odier Asset Management Europe Ltd acquired a new position in Salesforce Inc. (NYSE:CRM) in the 2nd quarter, Holdings Channel reports. The firm acquired 46,269 shares of the CRM provider’s stock, valued at approximately $7,249,000.

Several other institutional investors have also recently made changes to their positions in CRM. BlackRock Inc. bought a new position in Salesforce in the second quarter worth $11,396,844,000. J. Stern & Co. LLP raised its holdings in Salesforce by 24,056.7% in 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 during the last quarter. Bank of America Corp DE purchased a new position in Salesforce in the 2nd quarter worth approximately $1,914,086,000. Norges Bank purchased a new stake in Salesforce during the 4th quarter valued at $3,182,951,000. Finally, Arrowstreet Capital Limited Partnership increased its holdings in shares of Salesforce by 130.2% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 12,659,217 shares of the CRM provider’s stock worth $2,363,096,000 after purchasing an additional 7,160,302 shares in the last quarter. Institutional investors own 80.43% of the company’s stock.

Salesforce Trading Up 1.8%

Shares of CRM stock opened at $256.60 on Friday. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.79. The firm has a fifty day moving average price of $181.24 and a 200-day moving average price of $182.55. The company has a market cap of $210.16 billion, a price-to-earnings ratio of 23.39, a PEG ratio of 1.36 and a beta of 1.16. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $269.11.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, August 26th. The CRM provider reported $5.90 EPS for the quarter, topping the consensus estimate of $3.27 by $2.63. The firm had revenue of $11.35 billion for the quarter, compared to the consensus estimate of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The business’s revenue for the quarter was up 10.8% compared to the same quarter last year. During the same quarter last year, the company earned $2.91 earnings per share. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, equities analysts predict that Salesforce Inc. will post 10.27 earnings per share for the current year.

Analyst Ratings Changes

Several research firms have recently weighed in on CRM. HSBC boosted their price target on Salesforce from $350.00 to $356.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Needham & Company LLC reiterated a “buy” rating and issued a $400.00 price objective on shares of Salesforce in a report on Thursday. JPMorgan Chase & Co. lifted their price objective on Salesforce from $250.00 to $265.00 and gave the stock an “overweight” rating in a report on Thursday. Weiss Ratings raised Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Wednesday, August 12th. Finally, BMO Capital Markets upped their target price on shares of Salesforce from $230.00 to $260.00 and gave the company an “outperform” rating in a research note on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, fifteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and a consensus target price of $261.15.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strong quarterly beat and raised outlook: Salesforce reported adjusted EPS of $5.90 versus the $3.27 consensus estimate, while revenue rose 10.8% year over year to $11.35 billion, broadly topping expectations. Management raised its fiscal 2027 revenue outlook to approximately $46.1 billion-$46.4 billion and pointed to stronger bookings, lower attrition and potential organic growth reacceleration. Salesforce Stock Soars After Strong Results, Raised Outlook
• Positive Sentiment: AI partnership strengthens the growth narrative: Salesforce expanded its alliance with Anthropic, integrating Claude into Agentforce and launching “Claudeforce,” which places Salesforce CRM capabilities inside Claude. Investors viewed the agreement as evidence that Salesforce can monetize AI and benefit from rising usage; Agentforce and Data 360 annual recurring revenue approached $3.9 billion, with Agentforce ARR reaching about $1.5 billion. Salesforce Soars on Earnings Beat and AI Partnership
• Positive Sentiment: Analyst and institutional support: Wolfe Research upgraded CRM to “strong buy,” while several firms raised price targets, including Truist to $300, JPMorgan to $265 and Mizuho to $265. Heavy trading and reports of institutional buying suggest investors are reassessing the stock’s valuation and the broader software sector’s AI prospects.
• Neutral Sentiment: Profit quality warrants scrutiny: Strategic investment gains contributed $2.53 of the $5.90 adjusted EPS, including an estimated $2.7 billion unrealized gain tied to Salesforce’s Anthropic investment. This boosted reported earnings but may not represent recurring operating performance. Salesforce Stock Just Soared. Thank Anthropic.
• Negative Sentiment: Valuation and execution risks remain: After the rally, some analysts still see limited upside or downside, with UBS, Citi, Morgan Stanley and Wells Fargo retaining neutral or equivalent ratings. Critics also caution that Anthropic could control the AI orchestration layer, potentially limiting Salesforce’s long-term strategic leverage, while the rapid move may already price in much of the AI opportunity.

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.