Silvant Capital Management LLC Makes New Investment in Salesforce Inc. $CRM

Silvant Capital Management LLC purchased a new position in Salesforce Inc. (NYSE:CRM) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 9,100 shares of the CRM provider’s stock, valued at approximately $1,426,000.

A number of other large investors have also recently made changes to their positions in CRM. Commonwealth Retirement Investments LLC purchased a new position in Salesforce in the 4th quarter worth $25,000. Gilpin Wealth Management LLC acquired a new position in shares of Salesforce in the fourth quarter valued at about $26,000. Persistent Asset Partners Ltd purchased a new position in shares of Salesforce in the second quarter worth about $27,000. Costello Asset Management INC boosted its position in Salesforce by 410.3% in the first 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 during the last quarter. Finally, Gables Capital Management Inc. acquired a new position in Salesforce in the 2nd quarter worth approximately $28,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce Trading Down 0.2%

CRM stock opened at $205.61 on Friday. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $269.11. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The firm has a market cap of $168.39 billion, a P/E ratio of 23.80, a PEG ratio of 1.11 and a beta of 1.16. The company’s 50-day simple moving average is $173.47 and its 200-day simple moving average is $181.36.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, beating the consensus estimate of $3.13 by $0.75. The firm 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% compared to the same quarter last year. During the same quarter in the previous year, the business 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. As a group, equities analysts forecast that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were paid 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 of this dividend was Thursday, June 11th. Salesforce’s dividend payout ratio is presently 20.37%.

Wall Street Analyst Weigh In

Several analysts have commented on CRM shares. Erste Group Bank upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research note on Wednesday, August 5th. CLSA assumed coverage on shares of Salesforce in a research report on Monday, July 20th. They set a “hold” rating and a $165.00 target price for the company. Macquarie Infrastructure lowered their price target on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a report on Thursday, May 28th. Canaccord Genuity Group reiterated a “buy” rating and set a $225.00 price objective on shares of Salesforce in a research note on Tuesday, June 16th. Finally, Roth Capital restated a “buy” rating and issued a $325.00 target price on shares of Salesforce in a research note on Thursday, May 28th. Two research 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 assigned a Sell rating to the company. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and an average target price of $249.87.

Key Stories Impacting 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 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.