Salesforce Inc. $CRM Shares Purchased by Continuum Advisory LLC

Continuum Advisory LLC boosted its holdings in Salesforce Inc. (NYSE:CRM) by 16.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 25,843 shares of the CRM provider’s stock after buying an additional 3,619 shares during the period. Salesforce accounts for approximately 0.7% of Continuum Advisory LLC’s holdings, making the stock its 27th largest holding. Continuum Advisory LLC’s holdings in Salesforce were worth $6,846,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in CRM. Board of the Pension Protection Fund acquired a new stake in Salesforce in the 4th quarter worth about $26,000. Key Capital Management INC purchased a new position in Salesforce during the fourth quarter worth approximately $26,000. Legacy Bridge LLC purchased a new position in Salesforce during the fourth quarter worth approximately $27,000. Texas Capital Bancshares Inc TX purchased a new position in Salesforce during the third quarter worth approximately $28,000. Finally, Dogwood Wealth Management LLC raised its stake in Salesforce by 285.7% during the fourth quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock worth $29,000 after purchasing an additional 80 shares during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investor sentiment is being lifted by Salesforce’s expanding AI push, especially the momentum around Agentforce and the company’s investment in Anthropic, which could strengthen its long-term growth narrative. Assessing Salesforce (NYSE:CRM) Valuation After AI Agentforce Momentum And Anthropic Investment
• Positive Sentiment: Multiple articles highlight Agentforce ARR surpassing $1 billion and growing rapidly, reinforcing the view that Salesforce’s AI products are already contributing meaningful traction and may support future revenue growth. Salesforce’s Agentforce ARR Tops $1B: Can It Fuel More Growth for CRM?
• Positive Sentiment: Analyst-style commentary also frames Salesforce as a strong momentum and value stock, suggesting the market may still be revising its view upward after the company’s recent operating updates and conference commentary. Here’s Why Salesforce (CRM) is a Strong Momentum Stock
• Neutral Sentiment: Salesforce’s presentations at the Evercore and Bank of America technology conferences likely helped keep the company in focus, but the transcripts themselves do not appear to introduce a major new catalyst. Salesforce, Inc. (CRM) Presents at 2026 Evercore Global TMT Conference Transcript
• Neutral Sentiment: Several valuation-focused articles suggest the stock is being re-rated after recent volatility, with investors weighing strong AI momentum against an already improved share price. Is There Now an Opportunity in Salesforce (CRM) After Recent Share Price Volatility
• Neutral Sentiment: Third-party product news, such as Flosum’s backup and archive update for Salesforce customers, is supportive of the ecosystem but unlikely to move CRM shares materially on its own. Flosum Updates Backup & Archive Solution for Salesforce with Legal Hold, Flexible Retention, and Faster Recovery
• Negative Sentiment: Some recent commentary notes that Salesforce still faces questions around valuation and execution after a sharp run-up, so any disappointment in bookings or AI monetization could pressure the shares. Salesforce: Catch-Up Rally Will Continue; Bookings Rebound Expected In H2

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Morgan Stanley cut their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a research note on Monday, February 23rd. Northland Securities cut their price target on shares of Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a research note on Tuesday, March 10th. Wall Street Zen downgraded shares of Salesforce from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Weiss Ratings downgraded shares of Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, May 20th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Salesforce in a research note on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and a consensus target price of $257.97.

Insiders Place Their Bets

In other news, Director David Blair Kirk purchased 2,570 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Laura Alber purchased 2,571 shares of the stock in a transaction that occurred on Thursday, March 19th. The shares were purchased at an average cost of $194.58 per share, with a total value of $500,265.18. Following the completion of the acquisition, the director owned 9,530 shares in the company, valued at approximately $1,854,347.40. This represents a 36.94% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.50% of the stock is currently owned by company insiders.

Salesforce Stock Performance

Shares of CRM stock opened at $189.05 on Friday. The company’s fifty day simple moving average is $181.22 and its 200-day simple moving average is $209.06. Salesforce Inc. has a 52 week low of $163.52 and a 52 week high of $276.80. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The company has a market cap of $154.84 billion, a PE ratio of 21.88, a P/E/G ratio of 1.23 and a beta of 1.16.

Salesforce (NYSE:CRM) last issued its earnings results 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 net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter last year, the firm posted $2.58 EPS. The business’s revenue for the quarter was up 13.3% compared to the same quarter last year. 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, equities research analysts anticipate that Salesforce Inc. will post 9.89 EPS for the current year.

Salesforce Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be issued a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

Salesforce announced that its board has authorized a share buyback plan on Monday, March 16th that permits the company to buyback $25.00 billion in shares. This buyback authorization permits the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s management believes its shares are undervalued.

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.