87,000 Shares in Salesforce Inc. $CRM Acquired by Rule One Partners LLC

Rule One Partners LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 87,000 shares of the CRM provider’s stock, valued at approximately $16,240,000. Salesforce accounts for approximately 16.1% of Rule One Partners LLC’s portfolio, making the stock its 2nd largest position.

A number of other institutional investors have also recently modified their holdings of the stock. Fred Alger Management LLC raised its stake in Salesforce by 0.3% in the third quarter. Fred Alger Management LLC now owns 14,943 shares of the CRM provider’s stock valued at $3,548,000 after purchasing an additional 45 shares in the last quarter. Richards Merrill & Peterson Inc. increased its holdings in Salesforce by 1.1% in the 4th quarter. Richards Merrill & Peterson Inc. now owns 4,239 shares of the CRM provider’s stock valued at $1,123,000 after buying an additional 46 shares during the period. Wright Investors Service Inc. increased its holdings in Salesforce by 0.8% in the 4th quarter. Wright Investors Service Inc. now owns 6,186 shares of the CRM provider’s stock valued at $1,639,000 after buying an additional 47 shares during the period. Shum Financial Group Inc. raised its position in shares of Salesforce by 1.1% in the 4th quarter. Shum Financial Group Inc. now owns 4,236 shares of the CRM provider’s stock valued at $1,122,000 after buying an additional 48 shares in the last quarter. Finally, Mowery & Schoenfeld Wealth Management LLC raised its position in shares of Salesforce by 6.9% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 745 shares of the CRM provider’s stock valued at $197,000 after buying an additional 48 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarterly results exceeded expectations, with adjusted earnings of $3.88 per share versus the $3.13 consensus and revenue of $11.13 billion versus $11.05 billion expected. Revenue increased 13.3% year over year, reinforcing confidence in the company’s execution and AI-related growth strategy. Why Did Salesforce Lead Index Gainers After Its Earnings Move?
• Positive Sentiment: The U.S. Department of Veterans Affairs awarded Salesforce, through its distribution network, a three-year Agentic Enterprise License Agreement with a potential value of $1.60 billion. The deal could expand use of Missionforce, Agentforce, Slack, MuleSoft, Tableau and Data 360 across a healthcare network serving approximately 17 million veterans, strengthening Salesforce’s government-cloud and AI-agent credentials. Salesforce’s $1.6 Billion VA AI Deal
• Positive Sentiment: Salesforce participated in a broader rebound among enterprise-software stocks as investors rotated toward AI beneficiaries. The sector move provided additional momentum for CRM, alongside gains in ServiceNow and Workday. Software Rebounds on AI Rotation
• Positive Sentiment: Analysts maintain a consensus “Moderate Buy” rating, while valuation-focused coverage highlights Salesforce as a potential long-term growth stock based on its recurring-revenue model, profitability and AI initiatives. Salesforce Receives Moderate Buy Rating
• Neutral Sentiment: Investors are also focused on the quarterly earnings outlook and whether Agentforce and other AI products can translate into accelerating growth. Expectations are elevated ahead of results, making future guidance important for sustaining the rally. Salesforce’s Quarterly Earnings Preview
• Neutral Sentiment: Comparisons with SAP and ServiceNow emphasize Salesforce’s competitive position in agentic AI, but also underscore ongoing investor concerns about intense competition and the pace of monetization. Salesforce vs. ServiceNow

Salesforce Price Performance

CRM stock opened at $173.34 on Tuesday. The company has a market capitalization of $141.96 billion, a P/E ratio of 20.06, a PEG ratio of 0.88 and a beta of 1.18. The company has a fifty day moving average price of $169.96 and a 200-day moving average price of $186.68. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $274.00.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping the consensus estimate of $3.13 by $0.75. The company 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%. Salesforce’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. As a group, equities analysts expect that Salesforce Inc. will post 10.29 EPS for the current year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were given a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Thursday, June 11th. Salesforce’s payout ratio is 20.37%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Cantor Fitzgerald reiterated an “overweight” rating and set a $250.00 price target on shares of Salesforce in a research report on Thursday, May 28th. Sanford C. Bernstein lowered their price objective on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating for the company in a research report on Thursday, May 28th. Weiss Ratings cut Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday. Wedbush assumed coverage on Salesforce in a report on Wednesday, July 1st. They issued an “outperform” rating on the stock. Finally, Roth Capital reiterated a “buy” rating and issued a $325.00 price target on shares of Salesforce in a research note on Thursday, May 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, sixteen have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $249.51.

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.