Salesforce Inc. $CRM Shares Acquired by GTS Securities LLC

GTS Securities LLC lifted its position in Salesforce Inc. (NYSE:CRM) by 279.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,081 shares of the CRM provider’s stock after buying an additional 10,367 shares during the quarter. GTS Securities LLC’s holdings in Salesforce were worth $2,206,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in Salesforce in the 2nd quarter valued at about $11,396,844,000. J. Stern & Co. LLP increased its stake in Salesforce by 24,056.7% during the fourth quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider’s stock worth $12,552,896,000 after purchasing an additional 47,189,352 shares during the period. Bank of America Corp DE acquired a new stake in shares of Salesforce during the second quarter worth about $1,914,086,000. Norges Bank purchased a new position in shares of Salesforce in the fourth quarter valued at approximately $3,182,951,000. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Salesforce by 130.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 12,659,217 shares of the CRM provider’s stock valued at $2,363,096,000 after purchasing an additional 7,160,302 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

CRM has been the topic of several recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Salesforce in a research note on Thursday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Salesforce in a research report on Thursday. B. Riley Financial upped their price objective on Salesforce from $205.00 to $240.00 and gave the stock a “buy” rating in a research report on Thursday, May 28th. Raymond James Financial reiterated a “strong-buy” rating on shares of Salesforce in a research note on Thursday. Finally, Wall Street Zen lowered Salesforce from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, fifteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and a consensus price target of $261.15.

Salesforce Stock Up 1.8%

Shares of Salesforce stock opened at $256.60 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.84 and a debt-to-equity ratio of 1.02. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $269.11. The company has a market capitalization 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. The company has a 50 day moving average of $181.24 and a 200 day moving average of $182.55.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, August 26th. The CRM provider reported $5.90 EPS for the quarter, beating analysts’ consensus estimates of $3.27 by $2.63. Salesforce had a net margin of 21.99% and a return on equity of 24.90%. The company had revenue of $11.35 billion for the quarter, compared to the consensus estimate of $11.33 billion. During the same period in the prior year, the firm posted $2.91 EPS. The company’s quarterly revenue was up 10.8% compared to the same quarter last year. 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, research analysts forecast that Salesforce Inc. will post 12.77 EPS for the current fiscal year.

Salesforce News Roundup

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 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.