Sanctuary Advisors LLC Buys New Position in Salesforce Inc. $CRM

Sanctuary Advisors LLC bought a new position in Salesforce Inc. (NYSE:CRM) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 88,075 shares of the CRM provider’s stock, valued at approximately $13,798,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC bought a new stake in Salesforce in the 4th quarter valued at about $25,000. Gilpin Wealth Management LLC bought a new position in Salesforce in the fourth quarter worth approximately $26,000. Swiss RE Ltd. acquired a new stake in Salesforce in the fourth quarter valued at approximately $28,000. Birchwood Financial Partners Inc. acquired a new stake in Salesforce in the fourth quarter valued at approximately $28,000. Finally, Dogwood Wealth Management LLC increased its holdings in shares of Salesforce by 285.7% during the fourth quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock valued at $29,000 after acquiring an additional 80 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

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 Price Performance

Shares of NYSE:CRM opened at $209.20 on Monday. The company has a market capitalization of $171.33 billion, a P/E ratio of 24.21, a price-to-earnings-growth ratio of 1.13 and a beta of 1.16. The company’s 50-day moving average is $174.33 and its 200 day moving average is $181.35. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. The company had revenue of $11.13 billion during the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. Salesforce’s quarterly revenue was up 13.3% compared to the same quarter last year. During the same quarter last year, the business posted $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, equities research analysts forecast that Salesforce Inc. will post 10.27 earnings per share for the current year.

Salesforce Dividend Announcement

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

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Truist Financial lowered shares of Salesforce from a “strong-buy” rating to a “hold” rating in a report on Wednesday, July 1st. Evercore reissued an “outperform” rating on shares of Salesforce in a report on Tuesday, July 14th. Daiwa Securities Group lowered their price objective on Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research note on Tuesday, June 2nd. Jefferies Financial Group upgraded Salesforce from a “buy” rating to a “buy” rating in a report on Wednesday, July 1st. Finally, Wells Fargo & Company lifted their target price on Salesforce from $200.00 to $205.00 and gave the company an “equal weight” rating in a research report on Wednesday, August 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $249.87.

About Salesforce

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.