7,301 Shares in Salesforce Inc. $CRM Acquired by Bryn Mawr Trust Advisors LLC

Bryn Mawr Trust Advisors LLC acquired a new stake in Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 7,301 shares of the CRM provider’s stock, valued at approximately $1,144,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CRM. Temasek Holdings Private Ltd boosted its stake in 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 buying an additional 24,332 shares during the last quarter. SFE Investment Counsel increased its stake in shares of Salesforce by 82.7% in the 4th quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock worth $4,608,000 after acquiring an additional 7,871 shares during the last quarter. Fluent Financial LLC purchased a new position in shares of Salesforce during the 2nd quarter worth $2,265,000. Secured Retirement Advisors LLC purchased a new position in shares of Salesforce during the 1st quarter worth $1,004,000. Finally, Janus Henderson Group PLC boosted its position in shares of Salesforce by 2.5% during the 1st quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider’s stock valued at $23,846,000 after acquiring an additional 3,125 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: JPMorgan resumed coverage with an Overweight rating and a $250 price target, citing potential acceleration in Salesforce’s core business during the second half of the year. The target implies more than 24% upside from recent levels. JPMorgan bullish Salesforce coverage
• Positive Sentiment: Monness Crespi & Hardt raised its Salesforce price target to $222 from $200 and maintained a Buy rating. UBS and Wells Fargo also reportedly forecast strong appreciation, reinforcing improving sell-side sentiment. Monness Crespi Salesforce price target
• Positive Sentiment: Salesforce’s Agentforce platform is gaining traction, giving the company a way to use its large CRM customer base to compete with Microsoft and Oracle in enterprise “agentic” AI. Salesforce agentic AI analysis
• Positive Sentiment: A Seeking Alpha analysis argues that Salesforce’s $27.1 billion share-repurchase program, equivalent to an estimated 23% net buyback yield, could support earnings-per-share growth. The stock also appears inexpensive at roughly 14 times forward earnings, although buybacks have increased debt. Salesforce buyback analysis
• Neutral Sentiment: Salesforce has recently posted strong momentum, with reports noting three consecutive weeks of gains and substantial one-month appreciation. That run may be encouraging investors, but it also raises the possibility of profit-taking.
• Negative Sentiment: Parnassus Investments indicated that Salesforce has lost favor as AI opportunities shift toward competing or substitute technologies. Other commentary likewise warns that alternative software and AI-native tools threaten Salesforce’s traditional CRM franchise. Salesforce AI competition concerns

Analyst Ratings Changes

A number of brokerages recently issued reports on CRM. Monness Crespi & Hardt upped their price objective on shares of Salesforce from $200.00 to $222.00 and gave the company a “buy” rating in a report on Thursday. Truist Financial downgraded shares of Salesforce from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, July 1st. Citigroup upgraded shares of Salesforce from a “hold” rating to a “buy” rating in a report on Wednesday, July 1st. Wells Fargo & Company increased their price target on shares of Salesforce from $200.00 to $205.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, TD Cowen restated a “buy” rating on shares of Salesforce in a report on Friday, June 12th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, seventeen have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, Salesforce presently has an average rating of “Moderate Buy” and an average target price of $249.05.

Salesforce Trading Down 2.7%

Shares of NYSE CRM opened at $195.86 on Friday. 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 stock has a market capitalization of $160.41 billion, a PE ratio of 22.67, a PEG ratio of 1.09 and a beta of 1.16. Salesforce Inc. has a twelve month low of $146.32 and a twelve month high of $269.11. The stock has a fifty day simple moving average of $171.41 and a 200-day simple moving average of $182.28.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. The firm 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%.Salesforce’s revenue was up 13.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. On average, equities analysts forecast that Salesforce Inc. will post 10.27 earnings per share for the current year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders 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 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

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.