Edmond DE Rothschild Holding S.A. Purchases Shares of 9,045 Salesforce Inc. $CRM

Edmond DE Rothschild Holding S.A. purchased a new position in shares of Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 9,045 shares of the CRM provider’s stock, valued at approximately $1,417,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Temasek Holdings Private Ltd boosted its holdings in Salesforce by 3.7% during the 4th 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 lifted its position in Salesforce by 82.7% in the fourth quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock valued at $4,608,000 after purchasing an additional 7,871 shares during the last quarter. Fluent Financial LLC purchased a new stake in shares of Salesforce during the second quarter valued at approximately $2,265,000. Secured Retirement Advisors LLC purchased a new stake in shares of Salesforce during the first quarter valued at approximately $1,004,000. Finally, Janus Henderson Group PLC grew its holdings in shares of Salesforce by 2.5% in the first quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider’s stock worth $23,846,000 after purchasing an additional 3,125 shares during the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce Stock Down 0.2%

CRM stock opened at $205.61 on Friday. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11. The company has a market capitalization of $168.39 billion, a price-to-earnings ratio of 23.80, a price-to-earnings-growth ratio of 1.11 and a beta of 1.16. The business’s 50 day moving average price is $173.47 and its two-hundred day moving average price is $181.36. 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 (NYSE:CRM) last released its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, beating the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s revenue was up 13.3% on a year-over-year basis. During the same period in the previous year, the company posted $2.58 earnings per share. 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 forecast that Salesforce Inc. will post 10.27 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

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

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst targets imply upside. Guggenheim reaffirmed its “buy” rating with a $228 price target, while Cantor Fitzgerald maintained an “overweight” rating and a $250 target. Cantor expects Salesforce to capture a meaningful share of next-generation agentic workflows. Guggenheim analyst rating Cantor Fitzgerald analyst comments
• Positive Sentiment: Agentforce momentum is a key bullish argument. Salesforce’s Agentforce annual recurring revenue reportedly surged 205% as customer adoption increased, strengthening the case that its AI offering can support growth and deepen customer integration. Agentforce AI analysis
• Positive Sentiment: New product distribution could expand Salesforce’s ecosystem. Agiloft announced Agiloft for Salesforce on Salesforce AgentExchange, while Salesforce is expanding its Headless 360 portfolio. These developments highlight efforts to make its platform more flexible and useful for enterprise AI and workflow applications. Agiloft for Salesforce announcement Headless 360 expansion
• Neutral Sentiment: Earnings are the immediate test. Salesforce is expected to report fiscal Q2 2027 results on August 26. Investors are looking for evidence that AI adoption is translating into revenue growth and sustainable guidance; recent commentary points to expectations for earnings growth but does not establish a likely beat. Salesforce earnings preview
• Neutral Sentiment: Valuation and strategic positioning remain debated. Some coverage calls CRM a long-term value opportunity, while other analysis questions whether it could be a value trap. Salesforce’s potential indirect exposure to Anthropic also adds interest, but the benefit depends on future commercial partnerships and adoption. Salesforce value trap analysis
• Negative Sentiment: Analyst support has not resolved investor concerns. Commentary notes that repeated upgrades have failed to produce a durable rerating, keeping the focus on August 26 results rather than opinion changes from Wall Street. Analyst upgrades and Salesforce earnings
• Negative Sentiment: Salesforce may lack the setup for an earnings beat. Zacks said CRM does not currently have the right combination of indicators that typically supports a likely earnings surprise, raising the risk of disappointment if guidance or AI monetization falls short. Salesforce earnings expectations

Analyst Ratings Changes

A number of equities research analysts recently commented on CRM shares. CLSA started coverage on shares of Salesforce in a report on Monday, July 20th. They set a “hold” rating and a $165.00 price target for the company. Macquarie Infrastructure decreased their price objective on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a research report on Thursday, May 28th. Canaccord Genuity Group reaffirmed a “buy” rating and set a $225.00 price objective on shares of Salesforce in a research note on Tuesday, June 16th. UBS Group raised their target price on Salesforce from $185.00 to $210.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 12th. Finally, Daiwa Securities Group lowered their price target on Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research report on Tuesday, June 2nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $249.87.

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.