Salesforce Inc. $CRM Shares Bought by Roundview Capital LLC

Roundview Capital LLC raised its stake in Salesforce Inc. (NYSE:CRM) by 5.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,346 shares of the CRM provider’s stock after buying an additional 589 shares during the quarter. Roundview Capital LLC’s holdings in Salesforce were worth $3,094,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Painted Porch Advisors LLC increased its position in Salesforce by 260.0% during the second quarter. Painted Porch Advisors LLC now owns 90 shares of the CRM provider’s stock worth $25,000 after purchasing an additional 65 shares during the last quarter. Capital A Wealth Management LLC increased its holdings in shares of Salesforce by 450.0% during the 1st quarter. Capital A Wealth Management LLC now owns 110 shares of the CRM provider’s stock worth $30,000 after buying an additional 90 shares during the last quarter. CBIZ Investment Advisory Services LLC raised its position in shares of Salesforce by 314.8% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider’s stock valued at $30,000 after buying an additional 85 shares during the period. Abound Financial LLC acquired a new position in Salesforce in the first quarter valued at approximately $31,000. Finally, Christopher J. Hasenberg Inc lifted its holdings in Salesforce by 383.3% in the second quarter. Christopher J. Hasenberg Inc now owns 116 shares of the CRM provider’s stock valued at $32,000 after acquiring an additional 92 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on CRM shares. Royal Bank Of Canada cut their target price on Salesforce from $275.00 to $250.00 and set a “sector perform” rating for the company in a research note on Thursday, September 4th. KeyCorp cut their price objective on Salesforce from $440.00 to $400.00 and set an “overweight” rating for the company in a research report on Thursday, September 4th. Sanford C. Bernstein decreased their target price on shares of Salesforce from $255.00 to $221.00 and set an “underperform” rating on the stock in a research report on Thursday, September 4th. UBS Group dropped their price target on shares of Salesforce from $300.00 to $260.00 and set a “neutral” rating for the company in a research report on Monday, August 18th. Finally, Barclays lowered their price objective on shares of Salesforce from $347.00 to $316.00 and set an “overweight” rating for the company in a research report on Monday, August 18th. Twenty-six investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Salesforce has an average rating of “Moderate Buy” and a consensus target price of $332.58.

Salesforce Stock Up 2.3%

Salesforce stock opened at $245.85 on Tuesday. The firm has a market capitalization of $234.05 billion, a P/E ratio of 35.73, a P/E/G ratio of 2.08 and a beta of 1.19. The company has a current ratio of 1.12, a quick ratio of 1.12 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a twelve month low of $226.48 and a twelve month high of $369.00. The stock’s fifty day simple moving average is $246.17 and its 200-day simple moving average is $259.80.

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

Salesforce Announces Dividend

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

Insider Buying and Selling

In other news, CEO Marc Benioff sold 2,250 shares of the firm’s stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $236.38, for a total value of $531,855.00. Following the sale, the chief executive officer directly owned 11,911,571 shares in the company, valued at approximately $2,815,657,152.98. This trade represents a 0.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk acquired 3,400 shares of the firm’s stock in a transaction dated Tuesday, September 9th. The shares were purchased at an average cost of $254.66 per share, with a total value of $865,844.00. Following the completion of the transaction, the director owned 3,824 shares in the company, valued at approximately $973,819.84. The trade was a 801.89% increase in their position. The disclosure for this purchase can be found here. Insiders have sold 78,750 shares of company stock worth $19,747,868 over the last 90 days. Insiders own 3.00% of the company’s stock.

Salesforce 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.