OMERS ADMINISTRATION Corp Invests $16.21 Million in Salesforce Inc. $CRM

OMERS ADMINISTRATION Corp purchased a new position in Salesforce Inc. (NYSE:CRM) during the second quarter, HoldingsChannel reports. The fund purchased 103,464 shares of the CRM provider’s stock, valued at approximately $16,209,000.

Several other hedge funds and other institutional investors have also made changes to their positions in CRM. Osmosis Investment Management UK Ltd acquired a new position in Salesforce during the second quarter worth about $1,629,000. Sanctuary Advisors LLC purchased a new stake in shares of Salesforce in the second quarter valued at $13,798,000. Solstein Capital LLC acquired a new position in Salesforce in the second quarter valued at $173,000. Jericho Financial LLP purchased a new position in Salesforce during the second quarter worth about $3,986,000. Finally, Connor Clark & Lunn Investment Management Ltd. acquired a new stake in Salesforce in the 2nd quarter worth about $13,093,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce News Summary

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 Stock Up 0.0%

Shares of Salesforce stock opened at $209.20 on Monday. Salesforce Inc. has a twelve month low of $146.32 and a twelve month high of $269.11. The stock has a market cap of $171.33 billion, a price-to-earnings ratio of 24.21, a price-to-earnings-growth 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 fifty day moving average price of $174.33 and a 200 day moving average price of $181.35.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm’s revenue was up 13.3% compared to the same quarter last year. During the same period last year, the company 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. Equities research analysts forecast that Salesforce Inc. will post 10.27 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The business also recently declared 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. 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 payout ratio is 20.37%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on CRM. Barclays upgraded shares of Salesforce from an “overweight” rating to an “overweight” rating in a report on Thursday, June 18th. Needham & Company LLC reiterated a “buy” rating on shares of Salesforce in a report on Tuesday, June 16th. HSBC upped their price objective on Salesforce from $350.00 to $356.00 and gave the stock a “buy” rating in a report on Friday, May 29th. Sanford C. Bernstein cut their target price on Salesforce from $194.00 to $173.00 and set an “underperform” rating on the stock in a research report on Thursday, May 28th. Finally, Daiwa Securities Group lowered their price target on Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research report on Tuesday, June 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $249.87.

Salesforce Company 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.