Anchor Investment Management LLC Has $2.82 Million Holdings in Salesforce Inc. $CRM

Anchor Investment Management LLC raised its holdings in shares of Salesforce Inc. (NYSE:CRM) by 184.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,983 shares of the CRM provider’s stock after acquiring an additional 11,663 shares during the quarter. Anchor Investment Management LLC’s holdings in Salesforce were worth $2,817,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in CRM. BlackRock Inc. acquired a new stake in shares of Salesforce during the second quarter worth approximately $11,396,844,000. State Street Corp increased its stake in Salesforce by 1.3% in the 4th quarter. State Street Corp now owns 50,080,230 shares of the CRM provider’s stock valued at $13,286,909,000 after buying an additional 659,573 shares during the period. Capital International Investors lifted its position in Salesforce by 13.3% in the 4th quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after buying an additional 2,669,891 shares in the last quarter. Geode Capital Management LLC lifted its position in Salesforce by 3.8% in the 4th quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider’s stock worth $5,751,073,000 after buying an additional 791,345 shares in the last quarter. Finally, Capital World Investors boosted its stake in shares of Salesforce by 13.5% during the 4th quarter. Capital World Investors now owns 19,672,684 shares of the CRM provider’s stock valued at $5,211,515,000 after buying an additional 2,347,478 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Barclays boosted their price target on shares of Salesforce from $236.00 to $276.00 and gave the company an “overweight” rating in a report on Thursday, August 27th. Canaccord Genuity Group reaffirmed a “buy” rating and set a $225.00 price target on shares of Salesforce in a research note on Tuesday, August 25th. The Goldman Sachs Group reiterated a “buy” rating on shares of Salesforce in a report on Thursday, August 27th. Susquehanna started coverage on Salesforce in a research note on Wednesday, July 1st. They issued a “neutral” rating for the company. Finally, Wall Street Zen downgraded Salesforce from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $267.12.

Insider Buying and Selling

In other news, Director Craig Conway sold 4,500 shares of Salesforce stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $260.61, for a total value of $1,172,745.00. Following the transaction, the director owned 5,437 shares of the company’s stock, valued at $1,416,936.57. This trade represents a 45.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 3.50% of the stock is currently owned by company insiders.

Salesforce Stock Down 1.6%

Salesforce stock traded down $4.07 during mid-day trading on Tuesday, hitting $255.36. 10,395,412 shares of the company’s stock were exchanged, compared to its average volume of 14,020,091. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The stock has a 50 day moving average of $202.41 and a two-hundred day moving average of $187.76. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.02. The stock has a market cap of $210.16 billion, a P/E ratio of 23.28, a P/E/G ratio of 1.13 and a beta of 1.20.

Salesforce (NYSE:CRM) last announced its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, topping analysts’ consensus estimates of $3.27 by $2.63. The company had revenue of $11.35 billion during the quarter, compared to analysts’ expectations of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The business’s quarterly revenue was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.91 earnings per share. 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 anticipate that Salesforce Inc. will post 12.83 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Thursday, September 17th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, September 17th. This represents a $1.76 dividend on an annualized basis and a yield of 0.7%. Salesforce’s dividend payout ratio is presently 16.04%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce and NVIDIA introduced Koa, Salesforce’s first CRM-specific reasoning model for Agentforce. Built on NVIDIA’s open-weight Nemotron technology, Koa is designed to reason over customer and business data, potentially improving the accuracy and usefulness of enterprise AI agents. Salesforce, Nvidia Introduce CRM Reasoning Model for Agentforce
• Positive Sentiment: The Koa launch strengthens Salesforce’s partnership with NVIDIA and gives CRM a differentiated, industry-specific AI offering. Investors may view Salesforce’s large enterprise customer base and distribution network as an advantage in monetizing Agentforce and expanding customer spending. Salesforce, NVIDIA unveil CRM domain-specific reasoning model
• Positive Sentiment: Salesforce continues expanding its AI ecosystem. Outreach is joining AgentExchange, while Copado and Brillio are adding tools and implementation support for governed AI agents. Deeper integrations with AWS and Google Cloud, plus a Siemens industrial partnership, could broaden enterprise adoption. Salesforce sees fresh partner tools push Agentic AI into enterprise workflows
• Neutral Sentiment: Dreamforce is the immediate catalyst. Traders expect meaningful stock volatility as management discusses Koa, Agentforce adoption, AI monetization, and future growth. Positive commentary could support the shares, but investors may demand evidence that AI is translating into material revenue acceleration. How much traders see Salesforce stock moving after Dreamforce
• Neutral Sentiment: Analyst opinions remain mixed. The bullish case points to Salesforce’s enterprise distribution and rapid Agentforce growth, while the more cautious view focuses on whether AI investments can restart organic growth and justify a higher valuation. Salesforce’s AI distribution advantage could restart growth
• Negative Sentiment: The stock is also being pressured by a broader AI-trade pullback after commentary about a possible slowdown in frontier-model development. Although Salesforce may benefit from enterprise AI inference and infrastructure demand, sector-wide risk reduction is weighing on sentiment ahead of its event. AI trade stumbles as CEOs talk model slowdown

Salesforce Company Profile

Salesforce, Inc is a cloud-based software company that provides customer relationship management (CRM) technology and related enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, data analytics and business operations through subscription-based software and cloud services.

The company’s product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud and the Salesforce Platform. Salesforce also offers Slack for workplace collaboration, Tableau for data visualization and analytics, MuleSoft for application integration, and artificial intelligence capabilities, including its Agentforce platform for building and deploying AI agents.

Founded in 1999, Salesforce is headquartered in San Francisco, California, and serves businesses and organizations across a broad range of industries and geographic markets worldwide.