Advanced Portfolio Management LLC Purchases Shares of 4,995 Salesforce Inc. $CRM

Advanced Portfolio Management LLC purchased a new stake in shares of Salesforce Inc. (NYSE:CRM) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 4,995 shares of the CRM provider’s stock, valued at approximately $1,323,000. Salesforce accounts for approximately 4.0% of Advanced Portfolio Management LLC’s holdings, making the stock its 8th largest holding.

Several other institutional investors have also added to or reduced their stakes in CRM. Brighton Jones LLC boosted its position in Salesforce by 13.7% during the 4th quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after buying an additional 3,102 shares during the period. Revolve Wealth Partners LLC boosted its position in Salesforce by 12.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock valued at $611,000 after buying an additional 205 shares during the period. Bison Wealth LLC boosted its position in Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock valued at $747,000 after buying an additional 184 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Salesforce by 3.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after purchasing an additional 106 shares during the period. Finally, United Bank lifted its position in shares of Salesforce by 5.2% in the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock worth $2,781,000 after purchasing an additional 500 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Salesforce Stock Down 4.2%

Shares of Salesforce stock opened at $154.88 on Thursday. 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 50-day moving average of $178.54 and a 200 day moving average of $205.28. The firm has a market cap of $126.85 billion, a price-to-earnings ratio of 17.93, a PEG ratio of 1.01 and a beta of 1.16. Salesforce Inc. has a 1 year low of $154.23 and a 1 year high of $276.80.

Salesforce (NYSE:CRM) last issued its quarterly 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 company 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%. Salesforce’s quarterly revenue was up 13.3% compared to the same quarter last year. During the same period last year, the business earned $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, sell-side analysts anticipate that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce declared that its board has authorized a stock repurchase plan on Monday, March 16th that authorizes the company to buyback $25.00 billion in shares. This buyback authorization authorizes the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s leadership believes its shares are undervalued.

Salesforce Announces Dividend

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

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a $3.6 billion acquisition of Fin, a customer AI agent platform, reinforcing its push into agentic AI and potentially expanding its automation and customer-service capabilities. Salesforce to acquire customer AI agent platform Fin for $3.6B
• Positive Sentiment: Some analysts remain constructive, with reaffirmed Buy ratings and targets well above the current share price, suggesting potential upside if Salesforce’s AI strategy and cash generation continue to improve. Analyst rating updates
• Neutral Sentiment: UBS reiterated a Neutral rating, reflecting a wait-and-see stance as investors assess whether Salesforce can convert its AI investments into faster growth. UBS sticks neutral
• Neutral Sentiment: Reports highlighting strong cash flow, rising margins, and a large buyback plan support the view that Salesforce still has financial flexibility to reward shareholders while investing in growth. CRM’s Record Cash Generation Support Robust Shareholder Returns
• Negative Sentiment: Multiple articles raised concerns that Salesforce’s acquisition-heavy strategy may not be translating into sustained growth reacceleration, with some analysts cutting fair value estimates and questioning AI monetization. Salesforce (CRM) Stock Sees Fair Value Cut As Analysts Question AI Growth Path
• Negative Sentiment: Commentary also pointed to “unit economic” concerns and recent share-price weakness, suggesting investors are worried the market is still paying closer attention to execution risk than to the long-term AI opportunity. Salesforce: Putting The Spotlight On The Unit Economic Concerns

Wall Street Analyst Weigh In

CRM has been the subject of several research analyst reports. Wedbush reaffirmed an “outperform” rating and issued a $325.00 target price on shares of Salesforce in a research report on Thursday, May 28th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Salesforce in a research report on Monday. UBS Group reaffirmed a “neutral” rating on shares of Salesforce in a research report on Tuesday. BTIG Research reaffirmed a “buy” rating and issued a $255.00 target price on shares of Salesforce in a research report on Tuesday, May 26th. Finally, DA Davidson dropped their target price on shares of Salesforce from $200.00 to $175.00 and set a “neutral” rating for the company in a research report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and a consensus target price of $259.26.

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.