Sargent Investment Group LLC Invests $1.02 Million in Salesforce Inc. $CRM

Sargent Investment Group LLC bought a new position in shares of Salesforce Inc. (NYSE:CRM) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 3,844 shares of the CRM provider’s stock, valued at approximately $1,018,000.

Several other institutional investors have also recently made changes to their positions in the company. Byrne Asset Management LLC raised its position in shares of Salesforce by 1.0% during the 4th quarter. Byrne Asset Management LLC now owns 4,331 shares of the CRM provider’s stock valued at $1,147,000 after buying an additional 43 shares during the period. Mathes Company Inc. increased its position in shares of Salesforce by 0.4% during the third quarter. Mathes Company Inc. now owns 12,558 shares of the CRM provider’s stock worth $2,976,000 after acquiring an additional 45 shares during the period. Fred Alger Management LLC increased its position in shares of Salesforce by 0.3% during the third 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 during the period. Beacon Capital Management LLC increased its position in shares of Salesforce by 3.5% during the third quarter. Beacon Capital Management LLC now owns 1,372 shares of the CRM provider’s stock worth $325,000 after acquiring an additional 46 shares during the period. Finally, Fulcrum Asset Management LLP increased its position in shares of Salesforce by 1.7% during the third quarter. Fulcrum Asset Management LLP now owns 2,774 shares of the CRM provider’s stock worth $657,000 after acquiring an additional 46 shares during the period. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Citigroup reaffirmed a “market outperform” rating on shares of Salesforce in a research report on Thursday, May 28th. TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a research report on Friday. UBS Group reiterated a “market outperform” rating on shares of Salesforce in a research note on Thursday, May 28th. Daiwa Securities Group lowered their target price on shares of Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research note on Tuesday, June 2nd. Finally, Oppenheimer lowered their target price on shares of Salesforce from $275.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $259.26.

Salesforce Price Performance

Shares of CRM opened at $166.07 on Monday. Salesforce Inc. has a fifty-two week low of $161.40 and a fifty-two week high of $276.80. The company has a market capitalization of $136.01 billion, a price-to-earnings ratio of 19.22, a price-to-earnings-growth ratio of 1.03 and a beta of 1.16. The firm has a 50-day simple moving average of $180.10 and a 200-day simple moving average of $206.75. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79.

Salesforce (NYSE:CRM) last announced its earnings results 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. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The business had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter in the prior year, the firm earned $2.58 earnings per share. The business’s quarterly revenue 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. On average, equities research analysts anticipate that Salesforce Inc. will post 10.29 earnings per share for the current year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be given a $0.44 dividend. The ex-dividend date is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a yield of 1.1%. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

Salesforce announced that its board has approved a stock buyback program on Monday, March 16th that permits the company to repurchase $25.00 billion in shares. This repurchase authorization permits the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its shares are undervalued.

Insider Transactions at Salesforce

In related news, Director David Blair Kirk bought 2,570 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was bought at an average cost of $194.62 per share, with a total value of $500,173.40. Following the completion of the acquisition, the director owned 13,689 shares in the company, valued at approximately $2,664,153.18. This represents a 23.11% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Laura Alber bought 2,571 shares of the company’s stock in a transaction on Thursday, March 19th. The stock was bought 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 of the company’s stock, valued at $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 owned by company insiders.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

About Salesforce

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.