iSAM Funds UK Ltd Raises Stock Position in Salesforce Inc. $CRM

iSAM Funds UK Ltd lifted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 236.8% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,900 shares of the CRM provider’s stock after purchasing an additional 3,445 shares during the quarter. iSAM Funds UK Ltd’s holdings in Salesforce were worth $768,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Commonwealth Retirement Investments LLC acquired a new stake in Salesforce during the 4th quarter worth approximately $25,000. Manning & Napier Advisors LLC acquired a new position in shares of Salesforce in the second quarter worth $26,000. Gilpin Wealth Management LLC purchased a new position in Salesforce in the fourth quarter valued at $26,000. Persistent Asset Partners Ltd acquired a new position in Salesforce during the 2nd quarter worth $27,000. Finally, Costello Asset Management INC grew its stake in Salesforce by 410.3% during the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider’s stock worth $28,000 after purchasing an additional 119 shares in the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on CRM shares. DA Davidson increased their price target on Salesforce from $175.00 to $200.00 and gave the company a “neutral” rating in a research report on Thursday, August 27th. B. Riley Financial boosted their price objective on Salesforce from $205.00 to $240.00 and gave the stock a “buy” rating in a research report on Thursday, May 28th. Needham & Company LLC reaffirmed a “buy” rating and issued a $400.00 target price on shares of Salesforce in a report on Wednesday. TD Cowen lifted their price target on shares of Salesforce from $240.00 to $280.00 and gave the stock a “buy” rating in a research note on Thursday, August 27th. Finally, Roth Capital reiterated a “buy” rating and set a $325.00 price target on shares of Salesforce in a report on Thursday, May 28th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, fifteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, Salesforce currently has an average rating of “Moderate Buy” and an average price target of $266.50.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a partnership with Anthropic to integrate Claude into its platform through “Claudeforce.” The offering is intended to combine Claude’s reasoning capabilities with Salesforce customer data, potentially strengthening Agentforce and supporting higher-value enterprise AI growth. Salesforce partners with Anthropic to integrate Claude AI into its ecosystem
• Positive Sentiment: Recent fiscal second-quarter results exceeded expectations, with adjusted EPS of $5.90 versus the $3.27 consensus and revenue of $11.35 billion. Salesforce also raised its outlook, while rapid adoption of Agentforce and Data 360 is reinforcing the view that AI can expand—not undermine—its software business. Is Salesforce cheap on strong Q2 results and higher guidance?
• Positive Sentiment: Analysts continue to raise their expectations: Cantor Fitzgerald lifted its target to $300 and assigned an Overweight rating, while BTIG reaffirmed Buy with a $300 target. Needham also reiterated Buy and set a more bullish $400 target. Salesforce analyst forecasts
• Positive Sentiment: BTIG said it is incrementally more confident that Salesforce’s business trends are improving, adding support to the recovery thesis following the company’s stronger quarter and raised guidance. BTIG comments on Salesforce business trends
• Neutral Sentiment: Salesforce has rallied sharply since its earnings report, with commentary highlighting a broader rebound in enterprise software and the unwinding of bearish hedge-fund positions. This improves sentiment but also leaves the stock vulnerable to profit-taking. Jim Cramer discusses the enterprise software rebound
• Negative Sentiment: Some analysts remain cautious about the pace of future earnings growth. Northland Securities raised its FY2027 EPS estimate but reduced projections for the third and fourth quarters and slightly lowered its FY2028 forecast, underscoring execution risk after the guidance increase. Salesforce raised guidance and must deliver revenue acceleration
• Negative Sentiment: Technical commentary describes CRM as overbought after its recent surge. Investors may be locking in gains while waiting for evidence that AI bookings and revenue growth can accelerate enough to justify the higher valuation. Salesforce may be overbought

Salesforce Stock Performance

NYSE CRM opened at $256.93 on Thursday. The company has a fifty day moving average of $187.58 and a two-hundred day moving average of $183.95. The company has a market capitalization of $211.45 billion, a PE ratio of 23.42, a P/E/G ratio of 1.20 and a beta of 1.20. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $269.11. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 EPS for the quarter, topping analysts’ consensus estimates of $3.27 by $2.63. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The business had revenue of $11.35 billion for the quarter, compared to analysts’ expectations of $11.33 billion. During the same quarter in the previous year, the firm earned $2.91 earnings per share. The business’s revenue was up 10.8% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, analysts expect that Salesforce Inc. will post 12.64 earnings per share for the current year.

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.