MASTERINVEST Kapitalanlage GmbH Acquires New Shares in Salesforce Inc. $CRM

MASTERINVEST Kapitalanlage GmbH bought a new position in shares of Salesforce Inc. (NYSE:CRM) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 30,866 shares of the CRM provider’s stock, valued at approximately $4,835,000.

A number of other large investors have also recently made changes to their positions in CRM. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce during the 4th quarter valued at $25,000. Manning & Napier Advisors LLC purchased a new stake in Salesforce during the 2nd quarter worth about $26,000. Gilpin Wealth Management LLC bought a new position in Salesforce in the 4th quarter worth about $26,000. Persistent Asset Partners Ltd bought a new position in Salesforce in the 2nd quarter worth about $27,000. Finally, Costello Asset Management INC grew its holdings in Salesforce by 410.3% during the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider’s stock valued at $28,000 after buying an additional 119 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strong quarterly performance: Salesforce reported adjusted EPS of $5.90, well above the $3.27 consensus, while revenue rose 10.8% year over year to $11.35 billion, slightly exceeding expectations. Profit was also helped by gains on strategic investments, including Salesforce’s stake in Anthropic. Salesforce stock jumps on AI growth and Anthropic investment gain
• Positive Sentiment: Raised outlook: Management lifted fiscal 2027 revenue guidance to $46.1 billion-$46.4 billion and EPS guidance to $16.67-$16.71. Third-quarter EPS guidance of $3.42-$3.44 also topped the $3.16 analyst estimate, signaling confidence in demand and profitability. Salesforce raises annual revenue forecasts on AI product momentum
• Positive Sentiment: AI adoption is gaining traction: Current remaining performance obligations accelerated 14% in constant currency, while Agentforce and Data 360 annual recurring revenue approached $3.9 billion. Reports also highlighted a sixfold increase in AI usage, supporting the view that AI may expand Salesforce’s platform rather than replace it. Jim Cramer says Nvidia and Salesforce earnings upended two bear narratives
• Positive Sentiment: Anthropic partnership expands Salesforce’s AI offering: The “Claudeforce” initiative integrates Anthropic’s Claude with Salesforce workflows, data and governance, including prebuilt sales skills. Investors view the partnership as a potential catalyst for Agentforce adoption and AI monetization. Salesforce and Anthropic announce Claudeforce
• Positive Sentiment: Analyst reaction improved: JPMorgan, Mizuho, BMO, Truist and Monness Crespi raised their price targets, with targets ranging from $260 to $300; Needham maintained a Buy rating with a $400 target. The results were widely described as weakening the “SaaSpocalypse” bear thesis. Salesforce Q2 results squash SaaSpocalypse fears

Salesforce Stock Performance

Shares of CRM opened at $252.15 on Friday. The company has a market cap of $206.51 billion, a PE ratio of 22.99, a price-to-earnings-growth ratio of 1.11 and a beta of 1.16. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The stock has a 50-day moving average price of $179.14 and a 200-day moving average price of $182.03. Salesforce Inc. has a 12-month low of $146.32 and a 12-month high of $269.11.

Salesforce (NYSE:CRM) last issued 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 company had revenue of $11.35 billion during the quarter, compared to analyst estimates of $11.33 billion. Salesforce had a return on equity of 23.35% and a net margin of 21.99%.Salesforce’s revenue was up 10.8% on a year-over-year basis. During the same quarter in the previous year, the firm 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 forecast that Salesforce Inc. will post 10.27 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on CRM. Evercore reissued an “outperform” rating on shares of Salesforce in a report on Thursday. Bank of America initiated coverage on shares of Salesforce in a research note on Monday, May 18th. They set an “underperform” rating and a $160.00 price objective for the company. UBS Group upped their target price on shares of Salesforce from $210.00 to $240.00 and gave the stock a “neutral” rating in a report on Thursday. Wolfe Research cut shares of Salesforce from an “outperform” rating to a “hold” rating in a research note on Wednesday, July 1st. Finally, Wedbush started coverage on shares of Salesforce in a report on Wednesday, July 1st. They issued an “outperform” rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $261.15.

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.