Quantbot Technologies LP Takes Position in Salesforce Inc. $CRM

Quantbot Technologies LP bought a new position in Salesforce Inc. (NYSE:CRM) in the second quarter, HoldingsChannel.com reports. The fund bought 14,184 shares of the CRM provider’s stock, valued at approximately $2,222,000.

Several other hedge funds and other institutional investors have also modified their holdings of CRM. Temasek Holdings Private Ltd grew its holdings in shares of Salesforce by 3.7% during the fourth quarter. Temasek Holdings Private Ltd now owns 683,790 shares of the CRM provider’s stock worth $181,143,000 after purchasing an additional 24,332 shares during the last quarter. SFE Investment Counsel raised its holdings in shares of 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 buying an additional 7,871 shares during the last quarter. Fluent Financial LLC acquired a new position in Salesforce during the 2nd quarter worth about $2,265,000. Secured Retirement Advisors LLC acquired a new position in Salesforce during the 1st quarter worth about $1,004,000. Finally, Janus Henderson Group PLC grew its holdings in Salesforce by 2.5% during the 1st quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider’s stock worth $23,846,000 after acquiring an additional 3,125 shares during the last quarter. Institutional investors own 80.43% of the company’s stock.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: BTIG Research reaffirmed its Buy rating and set a $255 price target, implying substantial upside from recent trading levels. The bullish view reflects confidence in Salesforce’s AI opportunity and earnings outlook. Benzinga article
• Positive Sentiment: One analyst argues Salesforce remains undervalued, citing its AI-enabled growth potential, modest valuation and significant share repurchases. The company’s reported $27.5 billion buyback has reduced shares outstanding and could provide support for earnings per share and the stock. Salesforce Forcing Itself Higher Through Massive Buybacks And AI-Led Growth
• Positive Sentiment: Analysts expect AI cloud demand, acquisitions and disciplined spending to support second-quarter results, with revenue growth forecast at approximately 10.6%. Salesforce is also being discussed as a potential beneficiary of broader enterprise AI adoption. Salesforce Set to Report Q2 Earnings
• Neutral Sentiment: Salesforce has rallied toward the $210 area and is testing a resistance zone near its June high. A strong earnings reaction could determine whether the recent advance continues or stalls. Salesforce Stock Hits a Crucial Resistance Ahead of Earnings
• Negative Sentiment: The main risk is that Salesforce’s earnings report fails to demonstrate a meaningful sales-growth reacceleration. Analysts and investors remain cautious about slower software growth, elevated AI expectations and the possibility that the broader AI trade could weaken. Salesforce Earnings Due: Will Sales Growth Reacceleration Hold Up?

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Erste Group Bank upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Wednesday, August 5th. Royal Bank Of Canada lowered shares of Salesforce from a “sector perform” rating to a “sector perform” rating in a research report on Wednesday, July 1st. Wedbush initiated coverage on shares of Salesforce in a research note on Wednesday, July 1st. They set an “outperform” rating on the stock. Needham & Company LLC reissued a “buy” rating on shares of Salesforce in a report on Tuesday, June 16th. Finally, Susquehanna initiated coverage on shares of Salesforce in a research report on Wednesday, July 1st. They issued a “neutral” rating for the company. Two 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 stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $249.87.

Salesforce Stock Performance

Shares of NYSE:CRM opened at $209.19 on Tuesday. The stock has a market capitalization of $171.32 billion, a P/E ratio of 24.21, a P/E/G ratio of 1.13 and a beta of 1.16. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The business has a 50-day moving average price of $175.23 and a two-hundred day moving average price of $181.44.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.13 by $0.75. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. During the same quarter last year, the firm earned $2.58 EPS. The company’s revenue for the quarter 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. Equities analysts predict that Salesforce Inc. will post 10.27 earnings per share for the current year.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were paid 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 0.8%. Salesforce’s dividend payout ratio (DPR) 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.