LM Advisors LLC Buys Shares of 17,101 Salesforce Inc. $CRM

LM Advisors LLC purchased a new position in shares of Salesforce Inc. (NYSE:CRM) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 17,101 shares of the CRM provider’s stock, valued at approximately $2,694,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Commonwealth Retirement Investments LLC purchased a new position in shares of Salesforce during the fourth quarter valued at approximately $25,000. Gilpin Wealth Management LLC purchased a new position in shares of Salesforce during the 4th quarter worth $26,000. Birchwood Financial Partners Inc. acquired a new stake in shares of Salesforce during the fourth quarter worth $28,000. Swiss RE Ltd. acquired a new position in Salesforce in the fourth quarter valued at $28,000. Finally, Dogwood Wealth Management LLC lifted its position in Salesforce by 285.7% during the fourth quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock worth $29,000 after buying an additional 80 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Favorable earnings setup: Oppenheimer and other analysts see potential upside from Salesforce’s upcoming results, while market expectations point to a possible post-earnings move toward the stock’s highest level since January. Salesforce Faces Favorable Second-Quarter Setup With Upside Potential How Much Salesforce Stock Is Expected to Move After Earnings
• Positive Sentiment: Analyst support: Guggenheim reaffirmed a Buy rating with a $228 price target, while Cantor Fitzgerald maintained an Overweight rating and set a $250 target. The calls reflect confidence that Salesforce can capture demand for next-generation AI-powered, “agentic” enterprise workflows. Cantor Fitzgerald Salesforce Analyst Comment
• Positive Sentiment: Growth and capital returns: Zacks characterizes Salesforce as a strong growth stock, while a report highlights a record $27 billion quarterly share repurchase program. Buybacks could support earnings per share and signal that management views the shares as undervalued. Why Salesforce Is a Strong Growth Stock Salesforce Record Stock Buybacks
• Neutral Sentiment: Results are the next catalyst: Analysts are focused on revenue, EPS, and operating metrics for the quarter ended July 2026. Salesforce previously reported $11.13 billion of quarterly revenue, up 13.3% year over year, and EPS of $3.88, above consensus. Salesforce Q2 Earnings Estimates
• Neutral Sentiment: AI platform positioning: Coverage comparing Salesforce with ServiceNow suggests investors are rotating toward enterprise application software as AI investment broadens beyond hardware. Salesforce’s Headless 360 strategy and the Agiloft integration on AgentExchange offer additional evidence of ecosystem expansion. Salesforce Versus ServiceNow
• Negative Sentiment: Risks remain: The buybacks were funded partly with $25 billion of new debt, increasing leverage and interest obligations. Separate commentary questions whether Salesforce could become a value trap if growth slows or AI monetization disappoints. Salesforce Value Trap Analysis

Salesforce Stock Performance

NYSE CRM opened at $209.20 on Friday. 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 Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The firm has a market capitalization of $171.33 billion, a P/E ratio of 24.21, a P/E/G ratio of 1.13 and a beta of 1.16. The business’s 50-day simple moving average is $174.33 and its 200-day simple moving average is $181.56.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The firm had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter in the prior year, the company earned $2.58 EPS. The company’s revenue was up 13.3% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Equities analysts predict that Salesforce Inc. will post 10.27 EPS for the current year.

Salesforce Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on CRM shares. Truist Financial lowered Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, July 1st. HSBC raised their target price on shares of Salesforce from $350.00 to $356.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Canaccord Genuity Group reaffirmed a “buy” rating and set a $225.00 price target on shares of Salesforce in a research report on Tuesday, June 16th. Citigroup increased their price target on shares of Salesforce from $187.00 to $204.00 and gave the stock a “neutral” rating in a research note on Tuesday. Finally, Royal Bank Of Canada lowered shares of Salesforce from a “sector perform” rating to a “sector perform” rating in a report on Wednesday, July 1st. Two analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $249.87.

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.