Capital Advisors Inc. OK increased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 85.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,344 shares of the CRM provider’s stock after purchasing an additional 1,999 shares during the quarter. Capital Advisors Inc. OK’s holdings in Salesforce were worth $680,000 at the end of the most recent quarter.
Other institutional investors have also recently bought and sold shares of the company. Delta Asset Management LLC TN increased its holdings in Salesforce by 27.0% in the 2nd quarter. Delta Asset Management LLC TN now owns 358 shares of the CRM provider’s stock valued at $56,000 after buying an additional 76 shares during the period. New Mexico Educational Retirement Board boosted its position in shares of Salesforce by 5.9% during the 2nd quarter. New Mexico Educational Retirement Board now owns 46,686 shares of the CRM provider’s stock valued at $7,314,000 after acquiring an additional 2,600 shares in the last quarter. Field & Main Bank acquired a new stake in shares of Salesforce during the 2nd quarter valued at about $725,000. Prosperitas Financial LLC bought a new stake in Salesforce in the second quarter valued at about $477,000. Finally, Lombard Odier Asset Management Europe Ltd bought a new stake in Salesforce in the second quarter valued at about $7,249,000. Institutional investors and hedge funds own 80.43% of the company’s stock.
Salesforce Stock Performance
- The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell
Salesforce (NYSE:CRM – Get Free Report) last issued its quarterly earnings data on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.27 by $2.63. The firm had revenue of $11.35 billion during the quarter, compared to the consensus estimate of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The business’s revenue for the quarter was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.91 EPS. 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, sell-side analysts anticipate that Salesforce Inc. will post 12.77 EPS for the current fiscal year.
Analysts Set New Price Targets
A number of equities research analysts have weighed in on CRM shares. DA Davidson lifted their price objective on Salesforce from $175.00 to $200.00 and gave the company a “neutral” rating in a report on Thursday. Phillip Securities downgraded Salesforce from a “buy” rating to a “hold” rating and cut their target price for the stock from $253.00 to $166.00 in a research report on Monday, June 29th. UBS Group boosted their price target on Salesforce from $210.00 to $240.00 and gave the company a “neutral” rating in a research note on Thursday. Canaccord Genuity Group reiterated a “buy” rating and issued a $225.00 price target on shares of Salesforce in a research report on Tuesday, August 25th. Finally, TD Cowen increased their price objective on Salesforce from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $261.15.
Ad Porter & Company
The dollar reset no one told you about
Porter Stansberry says a dollar reset is underway – one that has happened only once before in America’s 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation’s wealth.nnToday, a landmark treaty called Pax Silica – signed by 13 nations in December 2025 and barely covered in the press – is at the center of what Fortune calls ‘the biggest change to the world’s relationship with the dollar’ in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry’s new briefing.
Read the full briefing and see how to position yourself now
