Trillium Asset Management LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,723 shares of the CRM provider’s stock, valued at approximately $427,000.
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A number of other institutional investors also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce during the 4th quarter valued at $25,000. Gilpin Wealth Management LLC bought a new stake in Salesforce in the 4th quarter worth approximately $26,000. Persistent Asset Partners Ltd purchased a new stake in Salesforce during the second quarter valued at $27,000. Costello Asset Management INC raised its position in shares of 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. Finally, Gables Capital Management Inc. bought a new stake in shares of Salesforce in the 2nd quarter valued at approximately $28,000. Institutional investors own 80.43% of the company’s stock.
Key Headlines Impacting Salesforce
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment:Favorable earnings setup: Oppenheimer and other analysts see potential upside from Salesforce’s upcoming results, while market expectations point to a possible post-earnings move toward the stock’s highest level since January. Salesforce Faces Favorable Second-Quarter Setup With Upside PotentialHow Much Salesforce Stock Is Expected to Move After Earnings
- Positive Sentiment:Analyst support: Guggenheim reaffirmed a Buy rating with a $228 price target, while Cantor Fitzgerald maintained an Overweight rating and set a $250 target. The calls reflect confidence that Salesforce can capture demand for next-generation AI-powered, “agentic” enterprise workflows. Cantor Fitzgerald Salesforce Analyst Comment
- Positive Sentiment:Growth and capital returns: Zacks characterizes Salesforce as a strong growth stock, while a report highlights a record $27 billion quarterly share repurchase program. Buybacks could support earnings per share and signal that management views the shares as undervalued. Why Salesforce Is a Strong Growth StockSalesforce Record Stock Buybacks
- Neutral Sentiment:Results are the next catalyst: Analysts are focused on revenue, EPS, and operating metrics for the quarter ended July 2026. Salesforce previously reported $11.13 billion of quarterly revenue, up 13.3% year over year, and EPS of $3.88, above consensus. Salesforce Q2 Earnings Estimates
- Neutral Sentiment:AI platform positioning: Coverage comparing Salesforce with ServiceNow suggests investors are rotating toward enterprise application software as AI investment broadens beyond hardware. Salesforce’s Headless 360 strategy and the Agiloft integration on AgentExchange offer additional evidence of ecosystem expansion. Salesforce Versus ServiceNow
- Negative Sentiment:Risks remain: The buybacks were funded partly with $25 billion of new debt, increasing leverage and interest obligations. Separate commentary questions whether Salesforce could become a value trap if growth slows or AI monetization disappoints. Salesforce Value Trap Analysis
Salesforce Stock Performance
CRM stock opened at $209.20 on Friday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The business has a 50-day moving average price of $174.33 and a 200 day moving average price of $181.56. The company has a market capitalization of $171.33 billion, a P/E ratio of 24.21, a PEG ratio of 1.11 and a beta of 1.16.
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