ARQ Wealth Advisors LLC Makes New $1.09 Million Investment in Salesforce Inc. $CRM

ARQ Wealth Advisors LLC bought a new stake in shares of Salesforce Inc. (NYSE:CRM) during the 1st quarter, Holdings Channel reports. The firm bought 5,861 shares of the CRM provider’s stock, valued at approximately $1,094,000.

A number of other large investors have also recently made changes to their positions in the stock. J. Stern & Co. LLP boosted its holdings in 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 worth $12,552,896,000 after purchasing an additional 47,189,352 shares during the last quarter. Norges Bank bought a new position in shares of Salesforce during the 4th quarter valued at $3,182,951,000. Cardano Risk Management B.V. boosted its stake in shares of Salesforce by 924.7% in the 4th quarter. Cardano Risk Management B.V. now owns 3,883,610 shares of the CRM provider’s stock worth $1,028,807,000 after buying an additional 3,504,605 shares during the last quarter. Capital International Investors boosted its stake in shares of Salesforce by 13.3% in the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after buying an additional 2,669,891 shares during the last quarter. Finally, Capital World Investors increased its position in Salesforce by 13.5% during the fourth quarter. Capital World Investors now owns 19,672,684 shares of the CRM provider’s stock valued at $5,211,515,000 after acquiring an additional 2,347,478 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a $1 billion investment in Switzerland over five years to expand adoption of agentic AI, reinforcing its commitment to AI-led growth and potentially strengthening its international enterprise relationships.
• Positive Sentiment: A bullish deep-dive argued Salesforce is trading at a depressed valuation, with strong free-cash-flow generation and a large debt-funded buyback that reduced share count by more than 10%, signaling management confidence in the business.
• Neutral Sentiment: Salesforce also unveiled MCP-powered capabilities for Slackbot, which could improve product usefulness and customer engagement, but the market may need proof that these features translate into faster growth.
• Neutral Sentiment: Triveni Power Transmission’s partnership with Salesforce for customer engagement in manufacturing adds another example of industry adoption, though the near-term financial impact appears limited.
• Negative Sentiment: KeyBanc’s downgrade and slightly lower earnings forecast added to investor skepticism that Agentforce will become a major growth catalyst soon.
• Negative Sentiment: Several market commentaries highlighted that CRM has been a weak performer over the past year, and the recent pullback suggests investors remain cautious despite its lower valuation.

Salesforce Price Performance

CRM traded up $0.84 during trading on Friday, reaching $163.34. 8,316,028 shares of the company traded hands, compared to its average volume of 15,336,670. The company has a market cap of $133.77 billion, a P/E ratio of 18.90, a PEG ratio of 1.02 and a beta of 1.18. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a 12-month low of $146.32 and a 12-month high of $274.00. The firm has a fifty day simple moving average of $171.89 and a 200 day simple moving average of $194.51.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The company had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. Salesforce’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, equities analysts forecast that Salesforce Inc. will post 10.29 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were given a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 1.1%. The ex-dividend date was Thursday, June 11th. Salesforce’s payout ratio is currently 20.37%.

Salesforce announced that its board has authorized a share repurchase program on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to repurchase up to 14.1% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Needham & Company LLC restated a “buy” rating on shares of Salesforce in a research note on Tuesday, June 16th. Bank of America initiated coverage on shares of Salesforce in a research report on Monday, May 18th. They issued an “underperform” rating and a $160.00 price target on the stock. Jefferies Financial Group raised shares of Salesforce from a “buy” rating to a “buy” rating in a research report on Wednesday, July 1st. Citigroup upgraded Salesforce from a “hold” rating to a “buy” rating in a research note on Wednesday, July 1st. Finally, Guggenheim raised Salesforce from a “neutral” rating to a “buy” rating and set a $228.00 price objective on the stock in a research report on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus target price of $254.42.

About Salesforce

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.