Capitolis Liquid Global Markets LLC Has $148.61 Million Stock Position in Salesforce Inc. $CRM

Capitolis Liquid Global Markets LLC trimmed its position in Salesforce Inc. (NYSE:CRM) by 37.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 560,979 shares of the CRM provider’s stock after selling 335,319 shares during the period. Salesforce makes up about 0.9% of Capitolis Liquid Global Markets LLC’s holdings, making the stock its 26th largest holding. Capitolis Liquid Global Markets LLC’s holdings in Salesforce were worth $148,609,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Commonwealth Retirement Investments LLC acquired a new stake in shares of Salesforce in the fourth quarter worth $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Salesforce in the fourth quarter worth $26,000. Key Capital Management INC acquired a new stake in shares of Salesforce in the fourth quarter worth $26,000. Gilpin Wealth Management LLC acquired a new stake in shares of Salesforce in the fourth quarter worth $26,000. Finally, Legacy Bridge LLC acquired a new position in Salesforce during the 4th quarter valued at $27,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a $3.6 billion acquisition of Fin, a customer AI agent platform, reinforcing its push into agentic AI and potentially expanding its automation and customer-service capabilities. Salesforce to acquire customer AI agent platform Fin for $3.6B
• Positive Sentiment: Some analysts remain constructive, with reaffirmed Buy ratings and targets well above the current share price, suggesting potential upside if Salesforce’s AI strategy and cash generation continue to improve. Analyst rating updates
• Neutral Sentiment: UBS reiterated a Neutral rating, reflecting a wait-and-see stance as investors assess whether Salesforce can convert its AI investments into faster growth. UBS sticks neutral
• Neutral Sentiment: Reports highlighting strong cash flow, rising margins, and a large buyback plan support the view that Salesforce still has financial flexibility to reward shareholders while investing in growth. CRM’s Record Cash Generation Support Robust Shareholder Returns
• Negative Sentiment: Multiple articles raised concerns that Salesforce’s acquisition-heavy strategy may not be translating into sustained growth reacceleration, with some analysts cutting fair value estimates and questioning AI monetization. Salesforce (CRM) Stock Sees Fair Value Cut As Analysts Question AI Growth Path
• Negative Sentiment: Commentary also pointed to “unit economic” concerns and recent share-price weakness, suggesting investors are worried the market is still paying closer attention to execution risk than to the long-term AI opportunity. Salesforce: Putting The Spotlight On The Unit Economic Concerns

Salesforce Trading Down 4.2%

Shares of CRM stock opened at $154.88 on Thursday. Salesforce Inc. has a 52-week low of $154.23 and a 52-week high of $276.80. The stock has a market cap of $126.85 billion, a price-to-earnings ratio of 17.93, a P/E/G ratio of 1.01 and a beta of 1.16. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The firm has a fifty day moving average of $178.54 and a 200-day moving average of $205.28.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $11.05 billion. During the same quarter in the prior year, the company posted $2.58 EPS. The business’s revenue 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. On average, equities research analysts forecast that Salesforce Inc. will post 10.29 earnings per share for the current fiscal year.

Salesforce declared that its Board of Directors has initiated a share repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in shares. This repurchase authorization allows the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th will be paid a $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.1%. Salesforce’s dividend payout ratio is currently 20.37%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on CRM shares. Sanford C. Bernstein cut their target price on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating for the company in a research note on Thursday, May 28th. Barclays cut their target price on shares of Salesforce from $252.00 to $236.00 and set an “overweight” rating for the company in a research note on Thursday, May 28th. Daiwa Securities Group cut their target price on shares of Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research note on Tuesday, June 2nd. UBS Group reiterated a “neutral” rating on shares of Salesforce in a research note on Tuesday. Finally, BTIG Research reiterated a “buy” rating and set a $255.00 target price on shares of Salesforce in a research note on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $259.26.

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.