Salesforce Inc. $CRM Shares Purchased by BSW Wealth Partners

BSW Wealth Partners lifted its stake in shares of Salesforce Inc. (NYSE:CRM) by 4.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,078 shares of the CRM provider’s stock after acquiring an additional 170 shares during the period. BSW Wealth Partners’ holdings in Salesforce were worth $1,112,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Woodward Diversified Capital LLC boosted its stake in shares of Salesforce by 43.2% during the 2nd quarter. Woodward Diversified Capital LLC now owns 1,210 shares of the CRM provider’s stock worth $330,000 after purchasing an additional 365 shares during the last quarter. First Pacific Financial boosted its position in Salesforce by 16.8% during the second quarter. First Pacific Financial now owns 6,951 shares of the CRM provider’s stock worth $1,895,000 after acquiring an additional 999 shares during the last quarter. Deltec Asset Management LLC grew its stake in Salesforce by 46.2% in the 2nd quarter. Deltec Asset Management LLC now owns 9,500 shares of the CRM provider’s stock worth $2,591,000 after acquiring an additional 3,000 shares during the period. QTR Family Wealth LLC raised its holdings in Salesforce by 84.3% in the 2nd quarter. QTR Family Wealth LLC now owns 1,775 shares of the CRM provider’s stock valued at $484,000 after acquiring an additional 812 shares during the last quarter. Finally, Trust Co. of Vermont lifted its stake in shares of Salesforce by 18.3% during the 2nd quarter. Trust Co. of Vermont now owns 55,194 shares of the CRM provider’s stock worth $15,051,000 after purchasing an additional 8,539 shares during the period. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Salesforce

In other news, CEO Marc Benioff sold 2,250 shares of Salesforce stock in a transaction dated Monday, September 29th. The stock was sold at an average price of $244.53, for a total transaction of $550,192.50. Following the sale, the chief executive officer directly owned 11,911,571 shares of the company’s stock, valued at approximately $2,912,736,456.63. The trade was a 0.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director David Blair Kirk acquired 3,400 shares of the stock in a transaction on Tuesday, September 9th. The shares were acquired at an average price of $254.66 per share, with a total value of $865,844.00. Following the purchase, the director owned 3,824 shares in the company, valued at $973,819.84. This represents a 801.89% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders sold 78,750 shares of company stock valued at $19,825,358 in the last ninety days. 3.00% of the stock is owned by corporate insiders.

Salesforce Stock Performance

NYSE:CRM opened at $235.72 on Thursday. The firm’s fifty day simple moving average is $247.81 and its 200 day simple moving average is $260.87. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a twelve month low of $226.48 and a twelve month high of $369.00. The firm has a market capitalization of $224.40 billion, a price-to-earnings ratio of 34.26, a PEG ratio of 2.16 and a beta of 1.19.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, September 3rd. The CRM provider reported $2.91 EPS for the quarter, beating the consensus estimate of $2.78 by $0.13. The company had revenue of $10.24 billion for the quarter, compared to analyst estimates of $10.14 billion. Salesforce had a return on equity of 13.27% and a net margin of 16.87%.The firm’s revenue was up 9.8% compared to the same quarter last year. During the same period last year, the company posted $2.56 earnings per share. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. As a group, equities research analysts expect that Salesforce Inc. will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 9th. Shareholders of record on Wednesday, September 17th will be issued a $0.416 dividend. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Wednesday, September 17th. Salesforce’s dividend payout ratio is currently 24.13%.

Analysts Set New Price Targets

Several research firms recently commented on CRM. Canaccord Genuity Group dropped their target price on Salesforce from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, September 4th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $325.00 price objective on shares of Salesforce in a research note on Thursday, September 4th. Macquarie reissued a “neutral” rating and issued a $290.00 target price on shares of Salesforce in a research report on Thursday, September 4th. Bank of America dropped their price target on shares of Salesforce from $350.00 to $325.00 and set a “buy” rating for the company in a research report on Tuesday, August 26th. Finally, DA Davidson raised shares of Salesforce from an “underperform” rating to a “neutral” rating and set a $225.00 price objective for the company in a research note on Friday, August 15th. Twenty-six investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $332.58.

About Salesforce

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.