Salesforce Inc. $CRM Stock: Quadrant Capital Group LLC Increases Holdings

Quadrant Capital Group LLC lifted its stake in Salesforce Inc. (NYSE:CRM) by 105.6% during the 3rd quarter, HoldingsChannel reports. The fund owned 21,585 shares of the CRM provider’s stock after buying an additional 11,085 shares during the period. Quadrant Capital Group LLC’s holdings in Salesforce were worth $5,137,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Fluent Financial LLC acquired a new position in shares of Salesforce during the second quarter valued at about $2,265,000. TAM Capital Management Inc. acquired a new stake in Salesforce during the first quarter worth about $40,945,000. Secured Retirement Advisors LLC bought a new position in Salesforce during the first quarter valued at about $1,004,000. Janus Henderson Group PLC increased its stake in Salesforce by 2.5% during the first quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider’s stock valued at $23,846,000 after acquiring an additional 3,125 shares during the period. Finally, Anchor Investment Management LLC increased its stake in Salesforce by 184.5% during the second quarter. Anchor Investment Management LLC now owns 17,983 shares of the CRM provider’s stock valued at $2,817,000 after acquiring an additional 11,663 shares during the period. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Salesforce

In other news, Director Craig Conway sold 4,500 shares of the business’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $260.61, for a total value of $1,172,745.00. Following the sale, the director owned 5,437 shares in the company, valued at approximately $1,416,936.57. The trade was a 45.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David Blair Kirk bought 4,176 shares of the stock in a transaction dated Friday, September 18th. The stock was purchased at an average cost of $239.33 per share, for a total transaction of $999,442.08. Following the acquisition, the director owned 18,748 shares in the company, valued at $4,486,958.84. The trade was a 28.66% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. UBS Group reaffirmed a “buy” rating on shares of Salesforce in a report on Friday, September 11th. Raymond James Financial reissued a “strong-buy” rating on shares of Salesforce in a report on Thursday, August 27th. Susquehanna started coverage on Salesforce in a report on Wednesday, July 1st. They set a “neutral” rating on the stock. JPMorgan Chase & Co. boosted their price objective on Salesforce from $250.00 to $265.00 and gave the company an “overweight” rating in a research report on Thursday, August 27th. Finally, Phillip Securities lowered Salesforce from a “buy” rating to a “hold” rating and cut their target price for the company from $253.00 to $166.00 in a research note on Monday, June 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, thirteen have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $278.40.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce will acquire Braze for approximately $5.66 billion in enterprise value, with Braze shareholders receiving $47.50 in cash per Class A share. Braze’s real-time customer-engagement tools could strengthen Salesforce’s marketing cloud, improve customer personalization and create cross-selling opportunities across its CRM platform. Salesforce Signs Definitive Agreement to Acquire Braze
• Positive Sentiment: The transaction reinforces Salesforce’s broader AI strategy. Investors have recently rewarded evidence of improving growth, including rising remaining performance obligations and annual recurring revenue from Salesforce’s AI and data products approaching $4 billion. Braze could provide another channel for that growth. What Did Salesforce Stock Investors Miss Before The Run?
• Neutral Sentiment: The acquisition places customer-engagement and AI marketing software in greater focus across the sector. Braze surged and rival Klaviyo also gained, suggesting investors see strategic value in the category, although the benefits to Salesforce will depend on successful integration and customer adoption. Salesforce to acquire Braze in a $5.66 billion deal
• Negative Sentiment: CRM’s decline reflects concerns about paying a substantial premium—$47.50 represents roughly 58% above Braze’s previous closing price—and whether the acquisition can generate sufficient returns. The all-cash transaction also increases near-term capital-allocation and execution risk while Salesforce works to reaccelerate growth.
• Negative Sentiment: The announcement follows a roughly 42.8% Salesforce rally from July 21 through October 19, leaving the stock vulnerable to profit-taking and higher expectations. Investors may now want clearer details on synergies, financing and the deal’s effect on Salesforce’s earnings outlook before assigning further upside.

Salesforce Trading Up 0.1%

CRM stock opened at $242.77 on Wednesday. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The firm has a market cap of $199.80 billion, a P/E ratio of 22.13, a P/E/G ratio of 1.10 and a beta of 1.26. The business’s 50 day moving average is $233.29 and its 200-day moving average is $195.68. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.02.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.27 by $2.63. The business had revenue of $11.35 billion during the quarter, compared to analysts’ expectations of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%. Salesforce’s quarterly revenue was up 10.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.91 EPS. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. Equities analysts anticipate that Salesforce Inc. will post 12.82 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 8th. Shareholders of record on Thursday, September 17th were given a $0.44 dividend. This represents a $1.76 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, September 17th. Salesforce’s dividend payout ratio is 16.04%.

Salesforce Company Profile

Salesforce, Inc (NYSE: CRM) is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company’s products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.