B. Metzler seel. Sohn & Co. AG acquired a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 101,305 shares of the CRM provider’s stock, valued at approximately $15,870,000.
- The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell
Other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Salesforce by 0.3% in the fourth quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock valued at $23,800,353,000 after purchasing an additional 270,913 shares during the period. BlackRock Inc. bought a new stake in shares of Salesforce in the second quarter worth $11,396,844,000. State Street Corp boosted its stake in Salesforce by 1.3% during the 4th 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 lifted its position in shares of 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 last quarter. Finally, Capital International Investors increased its holdings in Salesforce by 13.3% in the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock valued at $6,019,199,000 after buying an additional 2,669,891 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.
Salesforce News Summary
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 ratingCantor 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 announcementHeadless 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 Performance
Shares of NYSE CRM opened at $205.61 on Friday. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $269.11. 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 stock has a fifty day moving average price of $173.47 and a two-hundred day moving average price of $181.36. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79.
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