Amova Asset Management Americas Inc. Has $3.95 Million Stake in Salesforce Inc. $CRM

Amova Asset Management Americas Inc. lowered its stake in Salesforce Inc. (NYSE:CRM) by 59.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,165 shares of the CRM provider’s stock after selling 30,939 shares during the quarter. Amova Asset Management Americas Inc.’s holdings in Salesforce were worth $3,950,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Temasek Holdings Private Ltd grew its stake in Salesforce by 3.7% in the fourth quarter. Temasek Holdings Private Ltd now owns 683,790 shares of the CRM provider’s stock valued at $181,143,000 after acquiring an additional 24,332 shares during the period. SFE Investment Counsel raised its position in shares of Salesforce by 82.7% during the fourth quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock worth $4,608,000 after purchasing an additional 7,871 shares during the period. Secured Retirement Advisors LLC bought a new position in shares of Salesforce in the 1st quarter worth $1,004,000. Hilton Head Capital Partners LLC bought a new position in shares of Salesforce in the 4th quarter worth $997,000. Finally, Independent Franchise Partners LLP acquired a new stake in Salesforce in the 4th quarter valued at $142,521,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Some analysts still see Salesforce as attractively valued versus peers, citing faster AI growth and stronger earnings revisions, which supports the case for further upside. Salesforce vs. Adobe: Which Enterprise Software Stock Has the Edge?
• Positive Sentiment: Salesforce continues to draw investor attention, and some bullish commentary points to the stock being far below prior levels with meaningful upside if execution improves. Salesforce Cratered 33% in 2026. One Analyst Sees It Exploding Nearly 200%
• Positive Sentiment: Salesforce’s technology is still being adopted in mission-critical settings, including a broader U.S. Air Force rollout of Missionforce for fleet management. Salesforce (CRM) Lands Broad Air Force Role Managing A Global Military Vehicle Fleet
• Neutral Sentiment: Salesforce remains a widely watched stock, but this mainly reflects ongoing investor interest rather than a clear new fundamental catalyst. Salesforce, Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Coverage comparing Salesforce with Adyen and other stocks is mostly informational and does not appear to be a major driver on its own. CRM vs. ADYEY: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: Morgan Stanley’s downgrade and sharply reduced price target are the clearest near-term negative catalysts, reinforcing concerns that upside may be more limited than previously expected. Salesforce slides on back of Morgan Stanley downgrade
• Negative Sentiment: A report about a company canceling a large Salesforce contract in favor of an AI-built CRM highlights competitive pressure from lower-cost, AI-native alternatives. Curative CEO says company ditched a $600k-a-year Salesforce contract after vibecoding a CRM in 2 months
• Negative Sentiment: Fireflies’ new AI Sales Suite adds another AI-driven competitor in sales intelligence and CRM-adjacent software, which could add to long-term competitive concerns for Salesforce. Fireflies launches AI Sales Suite, bringing enterprise sales intelligence to its 20 million users at a fraction of what legacy platforms charge

Analysts Set New Price Targets

A number of analysts have commented on CRM shares. BMO Capital Markets decreased their price target on shares of Salesforce from $225.00 to $215.00 and set an “outperform” rating for the company in a research note on Thursday, May 28th. Morgan Stanley reaffirmed an “equal weight” rating and issued a $185.00 price objective (down from $287.00) on shares of Salesforce in a research note on Tuesday. Bank of America assumed coverage on shares of Salesforce in a report on Monday, May 18th. They set an “underperform” rating and a $160.00 price objective for the company. UBS Group restated an “equal weight” rating on shares of Salesforce in a report on Tuesday. Finally, Macquarie Infrastructure lowered their target price on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a report on Thursday, May 28th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, seventeen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $249.51.

Salesforce Price Performance

CRM opened at $170.37 on Wednesday. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79. The company has a market capitalization of $139.53 billion, a price-to-earnings ratio of 19.72, a P/E/G ratio of 0.94 and a beta of 1.18. The firm’s fifty day moving average price is $170.55 and its two-hundred day moving average price is $189.35. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $274.00.

Salesforce (NYSE:CRM) last posted its earnings results 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. The firm had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the business 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. As a group, analysts anticipate that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were given a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Thursday, June 11th. Salesforce’s dividend payout ratio is presently 20.37%.

Salesforce Profile

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.