17,292 Shares in Salesforce Inc. $CRM Acquired by True Freedom Investing LLC

True Freedom Investing LLC purchased a new stake in Salesforce Inc. (NYSE:CRM) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 17,292 shares of the CRM provider’s stock, valued at approximately $3,228,000.

A number of other large investors have also recently bought and sold shares of CRM. Commonwealth Retirement Investments LLC bought a new position in shares of Salesforce during the fourth quarter valued at $25,000. Gilpin Wealth Management LLC bought a new stake in shares of Salesforce in the 4th quarter worth about $26,000. Persistent Asset Partners Ltd bought a new stake in shares of Salesforce in the 2nd quarter worth about $27,000. Costello Asset Management INC increased its position in shares of Salesforce by 410.3% during 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. acquired a new stake in shares of Salesforce during the 2nd quarter worth about $28,000. 80.43% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

CRM has been the topic of a number of recent analyst reports. Bank of America initiated coverage on shares of Salesforce in a research report on Monday, May 18th. They issued an “underperform” rating and a $160.00 price target on the stock. Wedbush assumed coverage on shares of Salesforce in a report on Wednesday, July 1st. They set an “outperform” rating for the company. Morgan Stanley reiterated an “equal weight” rating and issued a $185.00 target price (down from $287.00) on shares of Salesforce in a research note on Tuesday, July 21st. Weiss Ratings raised Salesforce from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, August 12th. Finally, Piper Sandler lowered Salesforce from an “overweight” rating to a “neutral” rating in a research report on Thursday, May 28th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, Salesforce presently has an average rating of “Moderate Buy” and an average target price of $249.87.

Salesforce Trading Up 1.8%

Shares of NYSE CRM opened at $209.20 on Friday. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The company has a market cap of $171.33 billion, a PE ratio of 24.21, a P/E/G ratio of 1.13 and a beta of 1.16. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The company has a 50-day moving average of $174.33 and a two-hundred day moving average of $181.56.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $11.05 billion. During the same period in the prior year, the business earned $2.58 earnings per share. Salesforce’s quarterly 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. As a group, equities analysts expect that Salesforce Inc. will post 10.27 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were issued a dividend of $0.44 per share. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 0.8%. Salesforce’s dividend payout ratio is currently 20.37%.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Favorable earnings setup: Oppenheimer and other analysts see potential upside from Salesforce’s upcoming results, while market expectations point to a possible post-earnings move toward the stock’s highest level since January. Salesforce Faces Favorable Second-Quarter Setup With Upside Potential How Much Salesforce Stock Is Expected to Move After Earnings
• Positive Sentiment: Analyst support: Guggenheim reaffirmed a Buy rating with a $228 price target, while Cantor Fitzgerald maintained an Overweight rating and set a $250 target. The calls reflect confidence that Salesforce can capture demand for next-generation AI-powered, “agentic” enterprise workflows. Cantor Fitzgerald Salesforce Analyst Comment
• Positive Sentiment: Growth and capital returns: Zacks characterizes Salesforce as a strong growth stock, while a report highlights a record $27 billion quarterly share repurchase program. Buybacks could support earnings per share and signal that management views the shares as undervalued. Why Salesforce Is a Strong Growth Stock Salesforce Record Stock Buybacks
• Neutral Sentiment: Results are the next catalyst: Analysts are focused on revenue, EPS, and operating metrics for the quarter ended July 2026. Salesforce previously reported $11.13 billion of quarterly revenue, up 13.3% year over year, and EPS of $3.88, above consensus. Salesforce Q2 Earnings Estimates
• Neutral Sentiment: AI platform positioning: Coverage comparing Salesforce with ServiceNow suggests investors are rotating toward enterprise application software as AI investment broadens beyond hardware. Salesforce’s Headless 360 strategy and the Agiloft integration on AgentExchange offer additional evidence of ecosystem expansion. Salesforce Versus ServiceNow
• Negative Sentiment: Risks remain: The buybacks were funded partly with $25 billion of new debt, increasing leverage and interest obligations. Separate commentary questions whether Salesforce could become a value trap if growth slows or AI monetization disappoints. Salesforce Value Trap Analysis

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.