Edmond DE Rothschild Holding S.A. Makes New Investment in Salesforce Inc. $CRM

Edmond DE Rothschild Holding S.A. purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 9,045 shares of the CRM provider’s stock, valued at approximately $1,417,000.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of Salesforce by 0.3% in 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 in the last quarter. BlackRock Inc. bought a new position in shares of Salesforce during the second quarter valued at $11,396,844,000. State Street Corp boosted its position in shares of Salesforce by 1.3% during the fourth quarter. State Street Corp now owns 50,080,230 shares of the CRM provider’s stock valued at $13,286,909,000 after buying an additional 659,573 shares during the last quarter. J. Stern & Co. LLP increased its holdings in Salesforce by 24,056.7% in the 4th 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. Finally, Capital International Investors increased its holdings in Salesforce by 13.3% in the 4th 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. 80.43% of the stock is owned by hedge funds and other institutional investors.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst targets imply upside. Guggenheim reaffirmed its “buy” rating with a $228 price target, while Cantor Fitzgerald maintained an “overweight” rating and a $250 target. Cantor expects Salesforce to capture a meaningful share of next-generation agentic workflows. Guggenheim analyst rating Cantor Fitzgerald analyst comments
• Positive Sentiment: Agentforce momentum is a key bullish argument. Salesforce’s Agentforce annual recurring revenue reportedly surged 205% as customer adoption increased, strengthening the case that its AI offering can support growth and deepen customer integration. Agentforce AI analysis
• Positive Sentiment: New product distribution could expand Salesforce’s ecosystem. Agiloft announced Agiloft for Salesforce on Salesforce AgentExchange, while Salesforce is expanding its Headless 360 portfolio. These developments highlight efforts to make its platform more flexible and useful for enterprise AI and workflow applications. Agiloft for Salesforce announcement Headless 360 expansion
• Neutral Sentiment: Earnings are the immediate test. Salesforce is expected to report fiscal Q2 2027 results on August 26. Investors are looking for evidence that AI adoption is translating into revenue growth and sustainable guidance; recent commentary points to expectations for earnings growth but does not establish a likely beat. Salesforce earnings preview
• Neutral Sentiment: Valuation and strategic positioning remain debated. Some coverage calls CRM a long-term value opportunity, while other analysis questions whether it could be a value trap. Salesforce’s potential indirect exposure to Anthropic also adds interest, but the benefit depends on future commercial partnerships and adoption. Salesforce value trap analysis
• Negative Sentiment: Analyst support has not resolved investor concerns. Commentary notes that repeated upgrades have failed to produce a durable rerating, keeping the focus on August 26 results rather than opinion changes from Wall Street. Analyst upgrades and Salesforce earnings
• Negative Sentiment: Salesforce may lack the setup for an earnings beat. Zacks said CRM does not currently have the right combination of indicators that typically supports a likely earnings surprise, raising the risk of disappointment if guidance or AI monetization falls short. Salesforce earnings expectations

Salesforce Trading Down 0.2%

NYSE:CRM opened at $205.61 on Friday. Salesforce Inc. has a one year low of $146.32 and a one year high of $269.11. The business has a fifty day moving average price of $173.47 and a 200-day moving average price of $181.36. The firm has a market capitalization of $168.39 billion, a price-to-earnings ratio of 23.80, a price-to-earnings-growth ratio of 1.11 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 (NYSE:CRM) last released its quarterly earnings results 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 analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.Salesforce’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $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. Sell-side analysts forecast that Salesforce Inc. will post 10.27 EPS for the current year.

Salesforce Dividend Announcement

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

Wall Street Analysts Forecast Growth

CRM has been the topic of several research analyst reports. Roth Capital restated a “buy” rating and set a $325.00 target price on shares of Salesforce in a research note on Thursday, May 28th. Monness Crespi & Hardt increased their price objective on shares of Salesforce from $200.00 to $222.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Daiwa Securities Group cut their target price on shares of Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research report on Tuesday, June 2nd. Weiss Ratings upgraded Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, August 12th. Finally, KeyCorp cut Salesforce from an “overweight” rating to a “sector weight” rating in a research report on Wednesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have given a Hold rating and three 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 an average target price of $249.87.

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.