St. Louis Financial Planners Asset Management LLC Has $3.56 Million Stake in Salesforce Inc. $CRM

St. Louis Financial Planners Asset Management LLC increased its stake in shares of Salesforce Inc. (NYSE:CRM) by 55.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 21,429 shares of the CRM provider’s stock after buying an additional 7,652 shares during the quarter. Salesforce comprises approximately 1.8% of St. Louis Financial Planners Asset Management LLC’s portfolio, making the stock its 21st largest holding. St. Louis Financial Planners Asset Management LLC’s holdings in Salesforce were worth $3,560,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Commonwealth Retirement Investments LLC purchased a new stake in Salesforce in the 4th quarter worth approximately $25,000. Key Capital Management INC purchased a new position in shares of Salesforce during the 4th quarter valued at $26,000. Gilpin Wealth Management LLC purchased a new position in shares of Salesforce during the 4th quarter valued at $26,000. Legacy Bridge LLC acquired a new position in shares of Salesforce in the fourth quarter worth $27,000. Finally, Birchwood Financial Partners Inc. purchased a new stake in shares of Salesforce during the fourth quarter worth $28,000. 80.43% of the stock is owned by hedge funds and other institutional investors.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command through Missionforce National Security. The mission-critical deployment could strengthen Salesforce’s government credentials, demonstrate the reliability of its autonomous AI technology, and support future defense contracts. Why Is Salesforce Deploying IL5 AI Agents in a Major Government Role?
• Positive Sentiment: CEO Marc Benioff argued that Wall Street’s concern that AI will undermine Salesforce is “dead wrong.” Management’s conviction suggests the company expects Agentforce and AI-powered digital labor to expand its addressable market rather than erode its software business. Marc Benioff Says Wall Street’s Fears That AI Will Kill Salesforce Are Dead Wrong
• Positive Sentiment: Erste Group Bank upgraded Salesforce from “hold” to “buy,” indicating that at the recent valuation the risk-reward profile may have improved.
• Neutral Sentiment: Salesforce promoted revenue chief Miguel Milano, a former Oracle executive, to operating chief. The change could improve execution, although it does not immediately alter the company’s financial outlook. Marc Benioff Gets a New Operating Chief
• Neutral Sentiment: Salesforce scheduled its fiscal second-quarter 2027 earnings release and webcast. The event will give investors an opportunity to assess Agentforce adoption, growth, margins, and guidance.
• Negative Sentiment: The key overhang remains investor skepticism that AI agents could disrupt Salesforce’s conventional subscription model or reduce demand for seats. The stock’s decline of more than 30% during 2026 highlights how seriously the market is discounting that risk, even after Salesforce recently exceeded earnings and revenue expectations.

Salesforce Price Performance

Shares of NYSE:CRM opened at $186.96 on Friday. The stock has a market capitalization of $153.12 billion, a P/E ratio of 21.64, a P/E/G ratio of 1.04 and a beta of 1.16. The business has a 50-day moving average of $171.20 and a two-hundred day moving average of $183.19. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79.

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. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The business had revenue of $11.13 billion for the quarter, compared to analyst estimates of $11.05 billion. During the same quarter in the prior year, the firm posted $2.58 EPS. The firm’s revenue for the quarter was up 13.3% on a year-over-year basis. 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 predict that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Announces Dividend

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

Analyst Ratings Changes

A number of research firms recently issued reports on CRM. Wedbush assumed coverage on Salesforce in a research report on Wednesday, July 1st. They set an “outperform” rating for the company. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Salesforce in a research note on Tuesday, July 21st. B. Riley Financial lifted their price target on Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a report on Thursday, May 28th. BTIG Research reissued a “buy” rating and issued a $255.00 price target on shares of Salesforce in a research note on Tuesday, May 26th. Finally, Susquehanna started coverage on Salesforce in a report on Wednesday, July 1st. They issued a “neutral” rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, sixteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and a consensus price target of $249.51.

Salesforce 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.