Rule One Partners LLC Takes Position in Salesforce Inc. $CRM

Rule One Partners LLC acquired a new position in shares of Salesforce Inc. (NYSE:CRM) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 87,000 shares of the CRM provider’s stock, valued at approximately $16,240,000. Salesforce accounts for about 16.1% of Rule One Partners LLC’s investment portfolio, making the stock its 2nd largest holding.

A number of other institutional investors have also recently bought and sold shares of CRM. Temasek Holdings Private Ltd lifted its stake in Salesforce by 3.7% in the 4th quarter. Temasek Holdings Private Ltd now owns 683,790 shares of the CRM provider’s stock valued at $181,143,000 after acquiring an additional 24,332 shares in the last quarter. SFE Investment Counsel grew its stake in shares of Salesforce by 82.7% during the 4th quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider’s stock worth $4,608,000 after acquiring an additional 7,871 shares in the last quarter. Secured Retirement Advisors LLC bought a new position in shares of Salesforce during the 1st quarter worth approximately $1,004,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Salesforce in the fourth quarter valued at approximately $997,000. Finally, Independent Franchise Partners LLP acquired a new stake in shares of Salesforce in the fourth quarter valued at approximately $142,521,000. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Stock Performance

NYSE:CRM opened at $173.34 on Tuesday. The stock has a market cap of $141.96 billion, a P/E ratio of 20.06, a PEG ratio of 0.88 and a beta of 1.18. The stock has a 50 day simple moving average of $169.96 and a 200 day simple moving average of $186.68. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $274.00.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 EPS for the quarter, beating analysts’ consensus estimates of $3.13 by $0.75. The firm had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The company’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same period 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. Research analysts anticipate that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors 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 dividend yield of 1.0%. Salesforce’s dividend payout ratio is 20.37%.

Analysts Set New Price Targets

CRM has been the subject of several recent research reports. UBS Group restated an “equal weight” rating on shares of Salesforce in a report on Tuesday, July 21st. Sanford C. Bernstein lowered their price target on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating on the stock in a research note on Thursday, May 28th. Barclays raised shares of Salesforce from an “overweight” rating to an “overweight” rating in a research report on Thursday, June 18th. Citizens Jmp restated a “market outperform” rating and set a $315.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. Finally, Guggenheim upgraded Salesforce from a “neutral” rating to a “buy” rating and set a $228.00 price objective for the company in a report on Wednesday, July 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, sixteen have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $249.51.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarterly results exceeded expectations, with adjusted earnings of $3.88 per share versus the $3.13 consensus and revenue of $11.13 billion versus $11.05 billion expected. Revenue increased 13.3% year over year, reinforcing confidence in the company’s execution and AI-related growth strategy. Why Did Salesforce Lead Index Gainers After Its Earnings Move?
• Positive Sentiment: The U.S. Department of Veterans Affairs awarded Salesforce, through its distribution network, a three-year Agentic Enterprise License Agreement with a potential value of $1.60 billion. The deal could expand use of Missionforce, Agentforce, Slack, MuleSoft, Tableau and Data 360 across a healthcare network serving approximately 17 million veterans, strengthening Salesforce’s government-cloud and AI-agent credentials. Salesforce’s $1.6 Billion VA AI Deal
• Positive Sentiment: Salesforce participated in a broader rebound among enterprise-software stocks as investors rotated toward AI beneficiaries. The sector move provided additional momentum for CRM, alongside gains in ServiceNow and Workday. Software Rebounds on AI Rotation
• Positive Sentiment: Analysts maintain a consensus “Moderate Buy” rating, while valuation-focused coverage highlights Salesforce as a potential long-term growth stock based on its recurring-revenue model, profitability and AI initiatives. Salesforce Receives Moderate Buy Rating
• Neutral Sentiment: Investors are also focused on the quarterly earnings outlook and whether Agentforce and other AI products can translate into accelerating growth. Expectations are elevated ahead of results, making future guidance important for sustaining the rally. Salesforce’s Quarterly Earnings Preview
• Neutral Sentiment: Comparisons with SAP and ServiceNow emphasize Salesforce’s competitive position in agentic AI, but also underscore ongoing investor concerns about intense competition and the pace of monetization. Salesforce vs. ServiceNow

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.