Trivium Point Advisory LLC Takes $1.46 Million Position in Salesforce Inc. $CRM

Trivium Point Advisory LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 9,299 shares of the CRM provider’s stock, valued at approximately $1,457,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. N.E.W. Advisory Services LLC bought a new position in Salesforce in the second quarter worth about $66,000. Diamond Hill Capital Management LLC Investment Advisor bought a new position in shares of Salesforce during the second quarter valued at approximately $220,251,000. HBK Sorce Advisory LLC bought a new position in shares of Salesforce during the second quarter valued at approximately $1,297,000. Abbot Financial Management Inc. acquired a new stake in shares of Salesforce during the 2nd quarter worth approximately $504,000. Finally, Tulsa Wealth Advisors INC acquired a new stake in shares of Salesforce during the 2nd quarter worth approximately $721,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on CRM shares. Roth Capital restated a “buy” rating and set a $325.00 price objective on shares of Salesforce in a research report on Thursday, May 28th. Needham & Company LLC reissued a “buy” rating on shares of Salesforce in a report on Tuesday, June 16th. Erste Group Bank raised shares of Salesforce from a “hold” rating to a “buy” rating in a report on Wednesday, August 5th. TD Cowen reiterated a “buy” rating on shares of Salesforce in a research report on Friday, June 12th. Finally, Piper Sandler downgraded shares of Salesforce from an “overweight” rating to a “neutral” rating in a research report on Thursday, May 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, seventeen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $249.05.

Salesforce Price Performance

Shares of CRM opened at $195.86 on Monday. Salesforce Inc. has a one year low of $146.32 and a one year high of $269.11. The stock’s fifty day moving average is $171.41 and its 200-day moving average is $181.95. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The firm has a market capitalization of $160.41 billion, a price-to-earnings ratio of 22.67, a price-to-earnings-growth ratio of 1.06 and a beta of 1.16.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The firm 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 revenue was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Equities analysts anticipate that Salesforce Inc. will post 10.27 EPS for the current year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were issued a $0.44 dividend. The ex-dividend date was Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is 20.37%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: JPMorgan resumed coverage with an Overweight rating and a $250 price target, citing potential acceleration in Salesforce’s core business during the second half of the year. The target implies more than 24% upside from recent levels. JPMorgan bullish Salesforce coverage
• Positive Sentiment: Monness Crespi & Hardt raised its Salesforce price target to $222 from $200 and maintained a Buy rating. UBS and Wells Fargo also reportedly forecast strong appreciation, reinforcing improving sell-side sentiment. Monness Crespi Salesforce price target
• Positive Sentiment: Salesforce’s Agentforce platform is gaining traction, giving the company a way to use its large CRM customer base to compete with Microsoft and Oracle in enterprise “agentic” AI. Salesforce agentic AI analysis
• Positive Sentiment: A Seeking Alpha analysis argues that Salesforce’s $27.1 billion share-repurchase program, equivalent to an estimated 23% net buyback yield, could support earnings-per-share growth. The stock also appears inexpensive at roughly 14 times forward earnings, although buybacks have increased debt. Salesforce buyback analysis
• Neutral Sentiment: Salesforce has recently posted strong momentum, with reports noting three consecutive weeks of gains and substantial one-month appreciation. That run may be encouraging investors, but it also raises the possibility of profit-taking.
• Negative Sentiment: Parnassus Investments indicated that Salesforce has lost favor as AI opportunities shift toward competing or substitute technologies. Other commentary likewise warns that alternative software and AI-native tools threaten Salesforce’s traditional CRM franchise. Salesforce AI competition concerns

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.