Vise Technologies Inc. Invests $5.14 Million in Salesforce Inc. $CRM

Vise Technologies Inc. purchased a new position in Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 32,800 shares of the CRM provider’s stock, valued at approximately $5,138,000.

A number of other large investors also recently bought and sold shares of CRM. Commonwealth Retirement Investments LLC purchased a new stake in Salesforce in the fourth quarter worth about $25,000. Gilpin Wealth Management LLC purchased a new position in shares of Salesforce during the fourth quarter valued at approximately $26,000. Persistent Asset Partners Ltd bought a new stake in shares of Salesforce in the 2nd quarter worth approximately $27,000. Costello Asset Management INC boosted its position in shares of Salesforce by 410.3% in the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider’s stock worth $28,000 after purchasing an additional 119 shares in the last quarter. Finally, Gables Capital Management Inc. purchased a new stake in shares of Salesforce in the 2nd quarter worth approximately $28,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst targets imply upside. Guggenheim reaffirmed its “buy” rating with a $228 price target, while Cantor Fitzgerald maintained an “overweight” rating and a $250 target. Cantor expects Salesforce to capture a meaningful share of next-generation agentic workflows. Guggenheim analyst rating Cantor Fitzgerald analyst comments
• Positive Sentiment: Agentforce momentum is a key bullish argument. Salesforce’s Agentforce annual recurring revenue reportedly surged 205% as customer adoption increased, strengthening the case that its AI offering can support growth and deepen customer integration. Agentforce AI analysis
• Positive Sentiment: New product distribution could expand Salesforce’s ecosystem. Agiloft announced Agiloft for Salesforce on Salesforce AgentExchange, while Salesforce is expanding its Headless 360 portfolio. These developments highlight efforts to make its platform more flexible and useful for enterprise AI and workflow applications. Agiloft for Salesforce announcement Headless 360 expansion
• Neutral Sentiment: Earnings are the immediate test. Salesforce is expected to report fiscal Q2 2027 results on August 26. Investors are looking for evidence that AI adoption is translating into revenue growth and sustainable guidance; recent commentary points to expectations for earnings growth but does not establish a likely beat. Salesforce earnings preview
• Neutral Sentiment: Valuation and strategic positioning remain debated. Some coverage calls CRM a long-term value opportunity, while other analysis questions whether it could be a value trap. Salesforce’s potential indirect exposure to Anthropic also adds interest, but the benefit depends on future commercial partnerships and adoption. Salesforce value trap analysis
• Negative Sentiment: Analyst support has not resolved investor concerns. Commentary notes that repeated upgrades have failed to produce a durable rerating, keeping the focus on August 26 results rather than opinion changes from Wall Street. Analyst upgrades and Salesforce earnings
• Negative Sentiment: Salesforce may lack the setup for an earnings beat. Zacks said CRM does not currently have the right combination of indicators that typically supports a likely earnings surprise, raising the risk of disappointment if guidance or AI monetization falls short. Salesforce earnings expectations

Analyst Upgrades and Downgrades

CRM has been the subject of a number of analyst reports. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Salesforce in a research report on Tuesday, July 21st. B. Riley Financial upped their price target on shares of Salesforce from $205.00 to $240.00 and gave the stock a “buy” rating in a research note on Thursday, May 28th. Piper Sandler lowered shares of Salesforce from an “overweight” rating to a “neutral” rating in a report on Thursday, May 28th. TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a research report on Friday, June 12th. Finally, HC Wainwright downgraded Salesforce to a “negative” rating in a research note on Thursday, June 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $249.87.

Salesforce Trading Down 0.2%

NYSE:CRM opened at $205.61 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. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11. The company has a market cap of $168.39 billion, a PE ratio of 23.80, a price-to-earnings-growth ratio of 1.11 and a beta of 1.16. The company has a 50 day simple moving average of $173.47 and a two-hundred day simple moving average of $181.36.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the previous year, the business 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. Research analysts forecast that Salesforce Inc. will post 10.27 earnings per share for the current year.

Salesforce Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Thursday, June 11th. Salesforce’s dividend payout ratio is 20.37%.

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.