Vise Technologies Inc. Boosts Holdings in Salesforce Inc. $CRM

Vise Technologies Inc. grew its holdings in Salesforce Inc. (NYSE:CRM) by 23.0% in the 4th quarter, HoldingsChannel reports. The firm owned 31,130 shares of the CRM provider’s stock after purchasing an additional 5,829 shares during the quarter. Vise Technologies Inc.’s holdings in Salesforce were worth $8,247,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Continuum Advisory LLC boosted its stake in shares of Salesforce by 16.3% in the fourth quarter. Continuum Advisory LLC now owns 25,843 shares of the CRM provider’s stock valued at $6,846,000 after purchasing an additional 3,619 shares during the period. Daiwa Securities Group Inc. boosted its stake in shares of Salesforce by 1.1% in the fourth quarter. Daiwa Securities Group Inc. now owns 256,869 shares of the CRM provider’s stock valued at $68,047,000 after purchasing an additional 2,802 shares during the period. Ted Buchan & Co boosted its stake in shares of Salesforce by 3.7% in the fourth quarter. Ted Buchan & Co now owns 5,031 shares of the CRM provider’s stock valued at $1,333,000 after purchasing an additional 179 shares during the period. Verus Capital Partners LLC lifted its stake in Salesforce by 66.0% in the fourth quarter. Verus Capital Partners LLC now owns 1,481 shares of the CRM provider’s stock worth $392,000 after acquiring an additional 589 shares during the last quarter. Finally, Platform Wealth Management LLC purchased a new position in Salesforce in the fourth quarter worth approximately $14,899,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

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 Ratings Changes

A number of brokerages recently issued reports on CRM. UBS Group reiterated a “market outperform” rating on shares of Salesforce in a research note on Thursday, May 28th. JPMorgan Chase & Co. decreased their price target on shares of Salesforce from $365.00 to $320.00 and set an “overweight” rating for the company in a research note on Thursday, February 26th. B. Riley Financial lifted their price target on shares of Salesforce from $205.00 to $240.00 and gave the stock a “buy” rating in a research note on Thursday, May 28th. Wedbush reiterated an “outperform” rating and issued a $325.00 price target on shares of Salesforce in a research note on Thursday, May 28th. Finally, DA Davidson decreased their price target on shares of Salesforce from $200.00 to $175.00 and set a “neutral” rating for the company in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $257.97.

Insiders Place Their Bets

In other Salesforce news, Director David Blair Kirk bought 2,570 shares of the business’s stock in a transaction dated Wednesday, March 18th. The shares were acquired at an average cost of $194.62 per share, with a total value of $500,173.40. Following the acquisition, the director directly owned 13,689 shares of the company’s stock, valued at $2,664,153.18. The trade was a 23.11% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Laura Alber bought 2,571 shares of the business’s stock in a transaction dated Thursday, March 19th. The stock was acquired at an average cost of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the acquisition, the director directly owned 9,530 shares in the company, valued at approximately $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 3.50% of the company’s stock.

Salesforce Stock Down 0.8%

Shares of NYSE:CRM opened at $189.05 on Friday. The company has a market capitalization of $154.84 billion, a PE ratio of 21.88, a P/E/G ratio of 1.23 and a beta of 1.16. 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 twelve month low of $163.52 and a twelve month high of $276.80. The firm has a 50 day simple moving average of $181.22 and a 200-day simple moving average of $209.06.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping the consensus estimate of $3.13 by $0.75. The business had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The company’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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. On average, equities analysts predict that Salesforce Inc. will post 9.89 EPS for the current fiscal year.

Salesforce Announces Dividend

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

Salesforce declared that its Board of Directors has approved a share repurchase plan on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

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.