Oxford Financial Group LTD. LLC purchased a new position in Salesforce Inc. (NYSE:CRM – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,149 shares of the CRM provider’s stock, valued at approximately $493,000.
- The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell
A number of other institutional investors have also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC acquired a new position in Salesforce in the 4th quarter worth about $25,000. Gilpin Wealth Management LLC purchased a new stake in shares of Salesforce during the 4th quarter worth about $26,000. Persistent Asset Partners Ltd acquired a new stake in shares of Salesforce during the 2nd quarter valued at about $27,000. Costello Asset Management INC grew its stake in shares of Salesforce by 410.3% in 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 and hedge funds own 80.43% of the company’s stock.
Salesforce Trading Down 0.2%
Salesforce (NYSE:CRM – Get Free Report) last posted its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. During the same period in the prior year, the firm earned $2.58 EPS. Salesforce’s quarterly revenue was up 13.3% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Equities analysts anticipate that Salesforce Inc. will post 10.27 EPS for the current year.
Salesforce Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were issued a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Thursday, June 11th. Salesforce’s dividend payout ratio is 20.37%.
More Salesforce News
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
Analyst Ratings Changes
Several equities analysts recently weighed in on the stock. Citizens Jmp reaffirmed a “market outperform” rating and set a $315.00 price objective on shares of Salesforce in a research report on Thursday, May 28th. Oppenheimer reissued an “outperform” rating on shares of Salesforce in a research report on Thursday. Roth Capital restated a “buy” rating and set a $325.00 price target on shares of Salesforce in a research note on Thursday, May 28th. Piper Sandler downgraded shares of Salesforce from an “overweight” rating to a “neutral” rating in a report on Thursday, May 28th. Finally, Wedbush started coverage on shares of Salesforce in a research note on Wednesday, July 1st. They issued an “outperform” rating for the company. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $249.87.
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