Haverford Trust Co acquired a new stake in Salesforce Inc. (NYSE:CRM – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,309 shares of the CRM provider’s stock, valued at approximately $988,000.
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Several other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its stake in Salesforce by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider’s stock worth $23,800,353,000 after acquiring an additional 270,913 shares during the period. BlackRock Inc. acquired a new stake in shares of Salesforce during the second quarter worth $11,396,844,000. State Street Corp boosted its holdings in shares of Salesforce by 1.3% during the fourth quarter. State Street Corp now owns 50,080,230 shares of the CRM provider’s stock worth $13,286,909,000 after purchasing an additional 659,573 shares during the last quarter. J. Stern & Co. LLP grew its position in shares of Salesforce by 24,056.7% in the fourth quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider’s stock valued at $12,552,896,000 after purchasing an additional 47,189,352 shares during the period. Finally, Capital International Investors grew its position in shares of 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 purchasing an additional 2,669,891 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.
Key Stories 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 Up 1.8%
Shares of NYSE:CRM opened at $209.20 on Friday. The stock has a 50-day simple moving average of $174.33 and a 200-day simple moving average of $181.56. The stock has a market capitalization of $171.33 billion, a P/E ratio of 24.21, a PEG ratio of 1.13 and a beta of 1.16. Salesforce Inc. has a 1 year low of $146.32 and a 1 year 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.
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