Portfolio Design Labs LLC Takes $1.66 Million Position in Salesforce Inc. $CRM

Portfolio Design Labs LLC purchased a new stake in Salesforce Inc. (NYSE:CRM) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 10,585 shares of the CRM provider’s stock, valued at approximately $1,658,000.

Other institutional investors have also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC purchased a new stake in Salesforce during the fourth quarter valued at about $25,000. Gilpin Wealth Management LLC purchased a new position in shares of Salesforce in the fourth quarter worth approximately $26,000. Persistent Asset Partners Ltd purchased a new position in shares of Salesforce in the second quarter worth approximately $27,000. Costello Asset Management INC raised its holdings in shares of Salesforce by 410.3% during the first quarter. Costello Asset Management INC now owns 148 shares of the CRM provider’s stock valued at $28,000 after acquiring an additional 119 shares during the period. Finally, Gables Capital Management Inc. purchased a new stake in shares of Salesforce in the 2nd quarter valued at approximately $28,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Trending Headlines about Salesforce

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 Stock Down 0.2%

Salesforce stock opened at $205.61 on Friday. The firm has a market cap of $168.39 billion, a PE ratio of 23.80, a P/E/G ratio of 1.11 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The firm’s 50 day moving average price is $173.47 and its two-hundred day moving average price is $181.36. Salesforce Inc. has a twelve month low of $146.32 and a twelve month high of $269.11.

Salesforce (NYSE:CRM) last released 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. The company had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, research analysts predict that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Announces Dividend

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

Analyst Ratings Changes

A number of equities analysts recently commented on the stock. Jefferies Financial Group raised shares of Salesforce from a “buy” rating to a “buy” rating in a research note on Wednesday, July 1st. Weiss Ratings raised shares of Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, August 12th. Cantor Fitzgerald restated an “overweight” rating and issued a $250.00 target price on shares of Salesforce in a report on Thursday. CLSA started coverage on Salesforce in a research report on Monday, July 20th. They issued a “hold” rating and a $165.00 target price for the company. Finally, Royal Bank Of Canada downgraded 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 assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target 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.