Real Talk Capital LLC Increases Holdings in Salesforce Inc. $CRM

Real Talk Capital LLC grew its holdings in shares of Salesforce Inc. (NYSE:CRM) by 5.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,751 shares of the CRM provider’s stock after purchasing an additional 94 shares during the quarter. Real Talk Capital LLC’s holdings in Salesforce were worth $470,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of Salesforce by 1.6% during the 1st quarter. Vanguard Group Inc. now owns 87,913,628 shares of the CRM provider’s stock valued at $23,592,501,000 after purchasing an additional 1,383,942 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Salesforce by 6.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,258,518 shares of the CRM provider’s stock valued at $2,484,616,000 after purchasing an additional 600,386 shares during the last quarter. Goldman Sachs Group Inc. increased its position in shares of Salesforce by 5.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 9,014,148 shares of the CRM provider’s stock valued at $2,419,037,000 after purchasing an additional 437,435 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Salesforce by 7.5% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,658,132 shares of the CRM provider’s stock valued at $2,894,673,000 after purchasing an additional 602,445 shares during the last quarter. Finally, Nuveen LLC purchased a new stake in shares of Salesforce during the 1st quarter valued at $2,039,196,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Salesforce

In other Salesforce news, CEO Marc Benioff sold 2,250 shares of Salesforce stock in a transaction dated Wednesday, July 16th. The stock was sold at an average price of $257.02, for a total transaction of $578,295.00. Following the completion of the transaction, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at $3,061,511,978.42. The trade was a 0.02% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director David Blair Kirk acquired 3,400 shares of the business’s stock in a transaction dated Tuesday, September 9th. The shares were acquired at an average cost of $254.66 per share, with a total value of $865,844.00. Following the acquisition, the director directly owned 3,824 shares of the company’s stock, valued at $973,819.84. This represents a 801.89% increase in their position. The disclosure for this purchase can be found here. Insiders have sold a total of 70,577 shares of company stock valued at $18,005,778 in the last ninety days. Insiders own 3.00% of the company’s stock.

Salesforce Stock Up 1.5%

CRM stock opened at $246.26 on Friday. The company has a quick ratio of 1.12, a current ratio of 1.12 and a debt-to-equity ratio of 0.14. The firm has a market capitalization of $234.44 billion, a PE ratio of 35.79, a PEG ratio of 2.21 and a beta of 1.22. Salesforce Inc. has a twelve month low of $226.48 and a twelve month high of $369.00. The stock has a 50-day simple moving average of $253.79 and a two-hundred day simple moving average of $265.23.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share for the quarter, beating analysts’ consensus estimates of $2.78 by $0.13. The business had revenue of $10.24 billion during the quarter, compared to analyst estimates of $10.14 billion. Salesforce had a return on equity of 13.27% and a net margin of 16.87%.The company’s quarterly revenue was up 9.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.56 EPS. Salesforce has set its FY 2026 guidance at 11.330-11.370 EPS. Q3 2026 guidance at 2.840-2.860 EPS. On average, equities analysts predict that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 9th. Shareholders of record on Wednesday, September 17th will be issued a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, September 17th. Salesforce’s payout ratio is presently 24.13%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on CRM shares. KeyCorp decreased their target price on Salesforce from $440.00 to $400.00 and set an “overweight” rating for the company in a research report on Thursday, September 4th. Bank of America decreased their price objective on Salesforce from $350.00 to $325.00 and set a “buy” rating for the company in a report on Tuesday, August 26th. JPMorgan Chase & Co. decreased their price objective on Salesforce from $380.00 to $365.00 and set an “overweight” rating for the company in a report on Thursday, September 4th. Robert W. Baird decreased their price objective on Salesforce from $365.00 to $325.00 and set an “outperform” rating for the company in a report on Thursday, September 4th. Finally, The Goldman Sachs Group lifted their price objective on Salesforce from $340.00 to $385.00 and gave the stock a “buy” rating in a report on Thursday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $332.58.

Salesforce Company Profile

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.