SG Trading Solutions LLC Invests $1.18 Million in Salesforce Inc. $CRM

SG Trading Solutions LLC acquired a new stake in Salesforce Inc. (NYSE:CRM) in the 4th quarter, HoldingsChannel reports. The fund acquired 4,471 shares of the CRM provider’s stock, valued at approximately $1,184,000.

Other institutional investors have also recently made changes to their positions in the company. J. Stern & Co. LLP boosted its position in Salesforce by 24,056.7% in the 4th quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider’s stock valued at $12,552,896,000 after buying an additional 47,189,352 shares during the period. Norges Bank purchased a new stake in shares of Salesforce during the fourth quarter worth $3,182,951,000. Capital World Investors raised its stake in shares of Salesforce by 159.0% in the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock valued at $4,106,255,000 after acquiring an additional 10,636,161 shares in the last quarter. Cardano Risk Management B.V. boosted its holdings in Salesforce by 924.7% in the fourth quarter. Cardano Risk Management B.V. now owns 3,883,610 shares of the CRM provider’s stock valued at $1,028,807,000 after purchasing an additional 3,504,605 shares during the period. Finally, Capital International Investors grew its stake in Salesforce by 13.3% during the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after purchasing an additional 2,669,891 shares in the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Analyst Ratings Changes

CRM has been the topic of several recent research reports. Stifel Nicolaus cut their price target on Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a report on Thursday, February 26th. The Goldman Sachs Group started coverage on shares of Salesforce in a research note on Thursday. They set a “neutral” rating on the stock. Scotiabank cut shares of Salesforce from a “sector outperform” rating to a “sector perform” rating in a report on Thursday. 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. Finally, Canaccord Genuity Group reiterated a “buy” rating and set a $225.00 price target on shares of Salesforce in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and an average price target of $257.61.

Salesforce Stock Down 2.2%

Salesforce stock opened at $151.67 on Friday. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The company has a market capitalization of $124.22 billion, a P/E ratio of 17.55, a PEG ratio of 0.97 and a beta of 1.16. The stock has a 50-day simple moving average of $177.91 and a 200-day simple moving average of $204.72. Salesforce Inc. has a fifty-two week low of $149.80 and a fifty-two week high of $276.80.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The business had revenue of $11.13 billion for the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the previous year, the company 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. Equities research analysts expect that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce declared that its Board of Directors has approved a share buyback program on Monday, March 16th that permits the company to buyback $25.00 billion in shares. This buyback authorization permits the CRM provider to buy up to 14.1% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board believes its shares are undervalued.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be issued a $0.44 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.2%. Salesforce’s payout ratio is presently 20.37%.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Monness Crespi & Hardt upgraded Salesforce to buy from neutral and set a $200 price target, citing valuation appeal and potential AI-driven upside. Read More
• Positive Sentiment: Truist reiterated confidence in Salesforce after its $3.6 billion Fin acquisition, viewing the deal as another step in expanding its AI automation and customer-agent capabilities. Article Title
• Positive Sentiment: Multiple articles highlighted Salesforce as a long-term growth stock, with analysts pointing to its AI platform, Agentforce, and ongoing product expansion as reasons for optimism. Article Title
• Neutral Sentiment: Salesforce’s latest AI and acquisition story continues to attract attention, including coverage of the Fin deal and a new partnership announcement, which could support the long-term growth narrative if execution remains strong. Article Title
• Negative Sentiment: Other commentary remained cautious, with UBS keeping a neutral rating and some analysts cutting fair value estimates amid questions about AI monetization, unit economics, and growth reacceleration. Article Title
• Negative Sentiment: A comparison piece against Oracle underscored that Salesforce’s recent earnings and outlook have not been viewed as strongly as some peers, reinforcing investor concern about near-term performance versus other software names. Article Title

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.