Corient Private Wealth LLC Boosts Stock Position in Salesforce Inc. $CRM

Corient Private Wealth LLC increased its stake in shares of Salesforce Inc. (NYSE:CRM) by 5.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 440,833 shares of the CRM provider’s stock after purchasing an additional 22,388 shares during the quarter. Corient Private Wealth LLC’s holdings in Salesforce were worth $116,790,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CRM. Union Savings Bank acquired a new stake in shares of Salesforce in the 4th quarter worth $47,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Salesforce during the fourth quarter worth about $34,000. Storen Legacy Partners LLC purchased a new position in Salesforce during the fourth quarter worth about $287,000. AG Campbell Advisory LLC purchased a new position in Salesforce during the fourth quarter worth about $723,000. Finally, SHP Wealth Management acquired a new stake in Salesforce in the fourth quarter valued at about $97,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Monness Crespi & Hardt upgraded Salesforce to buy from neutral and set a $200 price target, signaling roughly 32% upside and citing valuation appeal plus AI-related gains. Monness upgrades Salesforce stock on valuation, AI gains; sees 31% upside
• Positive Sentiment: Truist reiterated confidence in Salesforce following its $3.6 billion acquisition of Fin, a move that could strengthen the company’s AI/customer-agent product lineup. Salesforce (CRM) Earns Vote of Confidence from Truist after $3.6 Billion Acquisition
• Positive Sentiment: Several recent articles highlighted Salesforce as a long-term growth name and an AI beneficiary, with bullish coverage around its Agentforce strategy and generative AI positioning. Why Salesforce (CRM) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Comparison pieces versus Oracle and broad stock-picking articles suggest investors are weighing Salesforce’s slower recent performance against its AI growth narrative rather than reacting to a single new catalyst. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: A recent commentary noted that Salesforce stock has fallen sharply this year, reflecting investor concern about execution, growth expectations, and the company’s discounted valuation versus past highs. Salesforce (CRM) Stock Plunges 41% This Year — A Buying Opportunity Emerges?

Wall Street Analyst Weigh In

A number of research firms recently weighed in on CRM. Scotiabank downgraded Salesforce from a “sector outperform” rating to a “sector perform” rating in a research note on Thursday. Cantor Fitzgerald reissued an “overweight” rating and issued a $250.00 target price on shares of Salesforce in a report on Thursday, May 28th. Monness Crespi & Hardt upgraded shares of Salesforce from a “neutral” rating to a “buy” rating and set a $200.00 target price on the stock in a research report on Thursday. Needham & Company LLC reaffirmed a “buy” rating on shares of Salesforce in a research note on Tuesday. Finally, Macquarie Infrastructure cut their price target on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating for the company in a report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, eleven have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $257.61.

Salesforce Price Performance

Shares of NYSE:CRM opened at $151.67 on Friday. The company has a market cap of $124.22 billion, a P/E ratio of 17.55, a P/E/G ratio of 0.94 and a beta of 1.16. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a 52 week low of $149.80 and a 52 week high of $276.80. The business has a fifty day simple moving average of $177.42 and a 200-day simple moving average of $204.35.

Salesforce (NYSE:CRM) last released 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 business had revenue of $11.13 billion for the quarter, compared to analysts’ expectations of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company’s quarterly revenue was up 13.3% on a year-over-year basis. During the same period last year, the company earned $2.58 earnings per share. 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 research analysts forecast that Salesforce Inc. will post 10.29 EPS for the current year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s dividend payout ratio is 20.37%.

Salesforce declared that its board has authorized a share buyback program on Monday, March 16th that authorizes the company to repurchase $25.00 billion in shares. This repurchase authorization authorizes the CRM provider to reacquire up to 14.1% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

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.