Korea Investment CORP Acquires Shares of 531,527 Salesforce Inc. $CRM

Korea Investment CORP bought a new position in shares of Salesforce Inc. (NYSE:CRM) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 531,527 shares of the CRM provider’s stock, valued at approximately $83,269,000. Korea Investment CORP owned about 0.06% of Salesforce at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fred Alger Management LLC grew its stake in Salesforce by 0.3% in the 3rd quarter. Fred Alger Management LLC now owns 14,943 shares of the CRM provider’s stock worth $3,548,000 after acquiring an additional 45 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC lifted its holdings in shares of Salesforce by 6.9% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 745 shares of the CRM provider’s stock worth $197,000 after buying an additional 48 shares during the period. Synergy Financial Group LTD grew its position in shares of Salesforce by 2.4% during the 3rd quarter. Synergy Financial Group LTD now owns 2,035 shares of the CRM provider’s stock worth $482,000 after buying an additional 48 shares in the last quarter. CBIZ Investment Advisory Services LLC grew its position in shares of Salesforce by 35.4% during the 4th quarter. CBIZ Investment Advisory Services LLC now owns 199 shares of the CRM provider’s stock worth $53,000 after buying an additional 52 shares in the last quarter. Finally, Focused Wealth Management Inc increased its stake in shares of Salesforce by 5.4% during the fourth quarter. Focused Wealth Management Inc now owns 1,067 shares of the CRM provider’s stock valued at $283,000 after buying an additional 55 shares during the period. Institutional investors own 80.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Susquehanna began coverage on shares of Salesforce in a research note on Wednesday, July 1st. They issued a “neutral” rating for the company. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Salesforce in a research report on Tuesday, July 21st. B. Riley Financial increased their price objective on shares of Salesforce from $205.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday, May 28th. Bank of America initiated coverage on shares of Salesforce in a research note on Monday, May 18th. They issued an “underperform” rating and a $160.00 price objective for the company. Finally, Monness Crespi & Hardt increased their target price on Salesforce from $200.00 to $222.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and a consensus price target of $249.87.

Salesforce Trading Up 1.8%

NYSE:CRM opened at $209.20 on Friday. The stock has a market capitalization of $171.33 billion, a price-to-earnings ratio of 24.21, a PEG ratio of 1.11 and a beta of 1.16. Salesforce Inc. has a 52 week low of $146.32 and a 52 week high of $269.11. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The firm has a 50 day moving average of $174.33 and a 200 day moving average of $181.56.

Salesforce (NYSE:CRM) last released 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 business had revenue of $11.13 billion for 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%. The business’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same period in the previous year, the company earned $2.58 earnings per share. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, sell-side analysts anticipate that Salesforce Inc. will post 10.27 earnings per share for the current fiscal year.

Salesforce Announces Dividend

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

Trending Headlines about Salesforce

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 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.