Capital Advisors Inc. OK Buys 1,999 Shares of Salesforce Inc. $CRM

Capital Advisors Inc. OK boosted its position in shares of Salesforce Inc. (NYSE:CRM) by 85.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,344 shares of the CRM provider’s stock after buying an additional 1,999 shares during the quarter. Capital Advisors Inc. OK’s holdings in Salesforce were worth $680,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in Salesforce during the 2nd quarter valued at about $11,396,844,000. State Street Corp boosted its stake in Salesforce by 1.3% in 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 acquiring an additional 659,573 shares during the last quarter. J. Stern & Co. LLP grew its holdings in Salesforce by 24,056.7% during 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 acquiring an additional 47,189,352 shares during the period. Capital International Investors grew its holdings in Salesforce by 13.3% during the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after acquiring an additional 2,669,891 shares during the period. Finally, Geode Capital Management LLC raised its position in shares of Salesforce by 3.8% during the 4th quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider’s stock valued at $5,751,073,000 after acquiring an additional 791,345 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strong quarterly beat and raised outlook: Salesforce reported adjusted EPS of $5.90 versus the $3.27 consensus estimate, while revenue rose 10.8% year over year to $11.35 billion, broadly topping expectations. Management raised its fiscal 2027 revenue outlook to approximately $46.1 billion-$46.4 billion and pointed to stronger bookings, lower attrition and potential organic growth reacceleration. Salesforce Stock Soars After Strong Results, Raised Outlook
• Positive Sentiment: AI partnership strengthens the growth narrative: Salesforce expanded its alliance with Anthropic, integrating Claude into Agentforce and launching “Claudeforce,” which places Salesforce CRM capabilities inside Claude. Investors viewed the agreement as evidence that Salesforce can monetize AI and benefit from rising usage; Agentforce and Data 360 annual recurring revenue approached $3.9 billion, with Agentforce ARR reaching about $1.5 billion. Salesforce Soars on Earnings Beat and AI Partnership
• Positive Sentiment: Analyst and institutional support: Wolfe Research upgraded CRM to “strong buy,” while several firms raised price targets, including Truist to $300, JPMorgan to $265 and Mizuho to $265. Heavy trading and reports of institutional buying suggest investors are reassessing the stock’s valuation and the broader software sector’s AI prospects.
• Neutral Sentiment: Profit quality warrants scrutiny: Strategic investment gains contributed $2.53 of the $5.90 adjusted EPS, including an estimated $2.7 billion unrealized gain tied to Salesforce’s Anthropic investment. This boosted reported earnings but may not represent recurring operating performance. Salesforce Stock Just Soared. Thank Anthropic.
• Negative Sentiment: Valuation and execution risks remain: After the rally, some analysts still see limited upside or downside, with UBS, Citi, Morgan Stanley and Wells Fargo retaining neutral or equivalent ratings. Critics also caution that Anthropic could control the AI orchestration layer, potentially limiting Salesforce’s long-term strategic leverage, while the rapid move may already price in much of the AI opportunity.

Salesforce Price Performance

CRM opened at $256.60 on Friday. The stock has a market cap of $210.16 billion, a P/E ratio of 23.39, a P/E/G ratio of 1.38 and a beta of 1.16. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11. The company has a quick ratio of 0.79, a current ratio of 0.84 and a debt-to-equity ratio of 1.02. The company has a fifty day simple moving average of $181.24 and a 200 day simple moving average of $182.55.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, topping the consensus estimate of $3.27 by $2.63. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The firm had revenue of $11.35 billion for the quarter, compared to analyst estimates of $11.33 billion. During the same period in the previous year, the company posted $2.91 earnings per share. The company’s revenue for the quarter was up 10.8% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. On average, research analysts expect that Salesforce Inc. will post 12.77 EPS for the current year.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. JPMorgan Chase & Co. raised their price target on Salesforce from $250.00 to $265.00 and gave the stock an “overweight” rating in a research report on Thursday. Guggenheim reiterated a “buy” rating and issued a $228.00 price objective on shares of Salesforce in a report on Thursday. HC Wainwright lowered Salesforce to a “negative” rating in a research note on Thursday, June 18th. Mizuho boosted their target price on Salesforce from $250.00 to $265.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, DA Davidson upped their price target on Salesforce from $175.00 to $200.00 and gave the company a “neutral” rating in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, fifteen have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $261.15.

About Salesforce

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.