Focus Partners Advisor Solutions LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 7,449 shares of the CRM provider’s stock, valued at approximately $1,167,000.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in Salesforce by 13.7% in the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after buying an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after acquiring an additional 205 shares during the last quarter. Bison Wealth LLC increased its position in Salesforce by 9.0% during the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares during the period. Sivia Capital Partners LLC increased its position in Salesforce by 3.7% during the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after acquiring an additional 106 shares during the period. Finally, United Bank raised its stake in Salesforce by 5.2% during the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after purchasing an additional 500 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors and hedge funds.
More Salesforce News
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment:JPMorgan resumed coverage with an Overweight rating and a $250 price target, citing potential acceleration in Salesforce’s core business during the second half of the year. The target implies more than 24% upside from recent levels. JPMorgan bullish Salesforce coverage
- Positive Sentiment:Monness Crespi & Hardt raised its Salesforce price target to $222 from $200 and maintained a Buy rating. UBS and Wells Fargo also reportedly forecast strong appreciation, reinforcing improving sell-side sentiment. Monness Crespi Salesforce price target
- Positive Sentiment:Salesforce’s Agentforce platform is gaining traction, giving the company a way to use its large CRM customer base to compete with <a href="https://bitcomme.com/own-microsoft-office-for-less-than-30-with-this-lifetime-license/” title=”Own Microsoft Office for less than $30 with this lifetime license”>Microsoft and Oracle in enterprise “agentic” AI. Salesforce agentic AI analysis
- Positive Sentiment:A Seeking Alpha analysis argues that Salesforce’s $27.1 billion share-repurchase program, equivalent to an estimated 23% net buyback yield, could support earnings-per-share growth. The stock also appears inexpensive at roughly 14 times forward earnings, although buybacks have increased debt. Salesforce buyback analysis
- Neutral Sentiment:Salesforce has recently posted strong momentum, with reports noting three consecutive weeks of gains and substantial one-month appreciation. That run may be encouraging investors, but it also raises the possibility of profit-taking.
- Negative Sentiment:Parnassus Investments indicated that Salesforce has lost favor as AI opportunities shift toward competing or substitute technologies. Other commentary likewise warns that alternative software and AI-native tools threaten Salesforce’s traditional CRM franchise. Salesforce AI competition concerns
Salesforce Stock Down 0.2%
Shares of NYSE:CRM opened at $195.86 on Monday. Salesforce Inc. has a 52 week low of $146.32 and a 52 week high of $269.11. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The company’s fifty day moving average is $171.41 and its 200-day moving average is $181.95. The company has a market capitalization of $160.41 billion, a PE ratio of 22.67, a P/E/G ratio of 1.06 and a beta of 1.16.
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