United Bank Makes New $1.77 Million Investment in Salesforce Inc. $CRM

United Bank bought a new position in shares of Salesforce Inc. (NYSE:CRM) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 11,271 shares of the CRM provider’s stock, valued at approximately $1,766,000.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC boosted its stake in Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock worth $8,582,000 after buying an additional 3,102 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after acquiring an additional 205 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after acquiring an additional 184 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock valued at $807,000 after acquiring an additional 106 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Salesforce by 118.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 1,854 shares of the CRM provider’s stock valued at $506,000 after acquiring an additional 1,007 shares during the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts recently issued reports on CRM shares. Erste Group Bank upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Wednesday, August 5th. Weiss Ratings upgraded shares of Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, August 12th. Phillip Securities cut shares of Salesforce from a “buy” rating to a “hold” rating and dropped their price target for the company from $253.00 to $166.00 in a research note on Monday, June 29th. UBS Group lifted their price target on shares of Salesforce from $185.00 to $210.00 and gave the company a “neutral” rating in a research report on Wednesday, August 12th. Finally, Needham & Company LLC reiterated a “buy” rating on shares of Salesforce in a report on Tuesday, June 16th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and a consensus target price of $249.49.

Salesforce Trading Up 5.0%

Shares of CRM stock opened at $205.92 on Thursday. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The firm has a market cap of $168.65 billion, a PE ratio of 23.83, a price-to-earnings-growth ratio of 1.06 and a beta of 1.16. The company has a 50-day moving average of $172.69 and a two-hundred day moving average of $181.41. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79.

Salesforce (NYSE:CRM) last released 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. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same period in the previous year, the firm earned $2.58 EPS. The business’s revenue was up 13.3% on a year-over-year basis. 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, analysts predict that Salesforce Inc. will post 10.27 EPS for the current year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were given a $0.44 dividend. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. Salesforce’s payout ratio is presently 20.37%.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Agentforce adoption is accelerating. Salesforce’s Agentforce annual recurring revenue reportedly surged 205%, suggesting rising customer usage and deeper integration of AI agents into its CRM platform. This supports the company’s efforts to remain competitive in enterprise AI. Will Agentforce Help Salesforce Stay Ahead in the Enterprise AI Race?
• Positive Sentiment: Salesforce expanded Headless 360 across its portfolio, potentially giving customers more flexible ways to deploy Salesforce data and services across digital channels. Broader product integration could support retention, cross-selling and long-term platform value. Salesforce Expands Headless 360 Across Its Portfolio
• Positive Sentiment: Sector rotation and value interest are supporting CRM. Investors have been moving from semiconductor stocks into underperforming software names, while some analysts characterize Salesforce as attractively valued for long-term investors. Netflix, Salesforce, and Adobe Rally as Investors Rotate
• Neutral Sentiment: The upcoming August 26 earnings report is the next major catalyst. Salesforce recently exceeded quarterly EPS and revenue expectations, but investors will focus on forward guidance, Agentforce monetization and whether growth can reaccelerate. Salesforce Projected to Announce Earnings
• Positive Sentiment: Anthropic exposure offers a potential strategic benefit. Salesforce has participated in Anthropic funding rounds and integrates Claude, giving CRM indirect exposure to the enterprise AI company’s reported growth and possible future valuation gains. The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell
• Negative Sentiment: Near-term earnings expectations remain a risk. Zacks said Salesforce lacks the combination of factors that typically supports a likely earnings beat, raising the possibility of disappointment if guidance or AI-related results fall short. Salesforce Earnings Expected to Grow
• Negative Sentiment: Analyst upgrades have not consistently translated into sustained gains. This keeps the stock dependent on tangible earnings evidence, particularly as investors question whether generative AI could weaken traditional software business models. Analyst upgrades keep failing Salesforce

Salesforce Company 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.