Sepio Capital LP reduced its position in Salesforce Inc. (NYSE:CRM – Free Report) by 14.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 13,191 shares of the CRM provider’s stock after selling 2,241 shares during the period. Sepio Capital LP’s holdings in Salesforce were worth $3,028,000 at the end of the most recent reporting period.
- Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow
Several other institutional investors also recently bought and sold shares of the business. Thor Investment Management Inc. OH ADV lifted its stake in shares of Salesforce by 0.7% during the 3rd quarter. Thor Investment Management Inc. OH ADV now owns 6,422 shares of the CRM provider’s stock worth $1,474,000 after purchasing an additional 45 shares during the period. Crumly & Associates Inc. boosted its holdings in shares of Salesforce by 1.5% during the third quarter. Crumly & Associates Inc. now owns 3,396 shares of the CRM provider’s stock worth $780,000 after purchasing an additional 50 shares during the last quarter. HBW Advisory Services LLC grew its position in shares of Salesforce by 0.4% in the first quarter. HBW Advisory Services LLC now owns 13,098 shares of the CRM provider’s stock valued at $2,445,000 after purchasing an additional 57 shares during the period. Paragon Capital Management Inc. grew its position in shares of Salesforce by 1.0% in the third quarter. Paragon Capital Management Inc. now owns 5,714 shares of the CRM provider’s stock valued at $1,312,000 after purchasing an additional 57 shares during the period. Finally, Onyx Bridge Wealth Group LLC increased its stake in Salesforce by 3.6% in the third quarter. Onyx Bridge Wealth Group LLC now owns 1,632 shares of the CRM provider’s stock valued at $375,000 after purchasing an additional 57 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:Salesforce agreed to acquire customer-engagement platform Braze for approximately $5.66 billion in cash, adding real-time consumer-event processing and marketing capabilities that could strengthen Marketing Cloud and support its Agentforce AI strategy. The transaction is expected to close in fiscal 2028, subject to regulatory approval. Salesforce Fuels AI Engine With $5.66B Braze Buyout
- Positive Sentiment:UBS described the deal as a strategic fit at a reasonable price, while Jefferies said it could improve Salesforce’s marketing offering and accelerate consolidation across the software industry. Salesforce’s Braze deal wins UBS backing on strategy, but growth concerns remain
- Positive Sentiment:Cantor Fitzgerald reaffirmed its “overweight” rating and set a $300 price target, implying further upside based on Salesforce’s AI, data and customer-engagement opportunities. Cantor Fitzgerald Salesforce rating
- Neutral Sentiment:The stock is also benefiting from a selective rebound in enterprise software names that had been pressured by artificial-intelligence disruption fears. Salesforce has substantially outperformed the broader market over the past six months, raising expectations that improving growth and AI monetization are already influencing investor sentiment. Adobe Jumps as Software Names Rebound
- Negative Sentiment:The all-cash purchase represents a sizable commitment and carries a 58% premium to Braze’s value. Analysts cautioned that Salesforce still must demonstrate stronger organic growth, realize synergies and secure antitrust clearance; those concerns initially pressured the shares after the announcement. Salesforce’s $5.6B Braze Buyout
Salesforce Stock Performance
Shares of NYSE:CRM opened at $250.37 on Friday. The business has a 50-day moving average of $235.24 and a two-hundred day moving average of $196.52. The firm has a market capitalization of $206.06 billion, a PE ratio of 22.82, a P/E/G ratio of 1.10 and a beta of 1.26. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11.
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