Meadowbrook Advisors Group LLC Takes Position in Salesforce Inc. $CRM

Meadowbrook Advisors Group LLC bought a new position in shares of Salesforce Inc. (NYSE:CRM) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 3,567 shares of the CRM provider’s stock, valued at approximately $945,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. J. Stern & Co. LLP increased its stake in Salesforce by 24,056.7% during the 4th quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider’s stock worth $12,552,896,000 after buying an additional 47,189,352 shares in the last quarter. Norges Bank purchased a new position in shares of Salesforce in the fourth quarter valued at approximately $3,182,951,000. Capital World Investors boosted its stake in shares of Salesforce by 159.0% in the third quarter. Capital World Investors now owns 17,325,206 shares of the CRM provider’s stock worth $4,106,255,000 after acquiring an additional 10,636,161 shares during the last quarter. Cardano Risk Management B.V. increased its position in shares of Salesforce by 924.7% during the fourth quarter. Cardano Risk Management B.V. now owns 3,883,610 shares of the CRM provider’s stock worth $1,028,807,000 after purchasing an additional 3,504,605 shares in the last quarter. Finally, Capital International Investors increased its position in shares of Salesforce by 13.3% during the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider’s stock worth $6,019,199,000 after purchasing an additional 2,669,891 shares in the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Monness Crespi & Hardt upgraded Salesforce to buy from neutral and set a $200 price target, signaling roughly 32% upside and citing valuation appeal plus AI-related gains. Monness upgrades Salesforce stock on valuation, AI gains; sees 31% upside
• Positive Sentiment: Truist reiterated confidence in Salesforce following its $3.6 billion acquisition of Fin, a move that could strengthen the company’s AI/customer-agent product lineup. Salesforce (CRM) Earns Vote of Confidence from Truist after $3.6 Billion Acquisition
• Positive Sentiment: Several recent articles highlighted Salesforce as a long-term growth name and an AI beneficiary, with bullish coverage around its Agentforce strategy and generative AI positioning. Why Salesforce (CRM) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Comparison pieces versus Oracle and broad stock-picking articles suggest investors are weighing Salesforce’s slower recent performance against its AI growth narrative rather than reacting to a single new catalyst. Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?
• Negative Sentiment: A recent commentary noted that Salesforce stock has fallen sharply this year, reflecting investor concern about execution, growth expectations, and the company’s discounted valuation versus past highs. Salesforce (CRM) Stock Plunges 41% This Year — A Buying Opportunity Emerges?

Analyst Ratings Changes

CRM has been the topic of a number of research reports. Northland Securities decreased their price objective on Salesforce from $267.00 to $229.00 and set a “market perform” rating on the stock in a report on Tuesday, March 10th. Weiss Ratings lowered shares of Salesforce from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday. The Goldman Sachs Group assumed coverage on shares of Salesforce in a research report on Thursday. They issued a “neutral” rating for the company. Macquarie Infrastructure decreased their price target on shares of Salesforce from $200.00 to $190.00 and set a “neutral” rating on the stock in a research note on Thursday, May 28th. Finally, DA Davidson lowered their price target on shares of Salesforce from $200.00 to $175.00 and set a “neutral” rating on the stock in a research report on Thursday, May 28th. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, Salesforce presently has a consensus rating of “Moderate Buy” and a consensus target price of $257.61.

Salesforce Stock Down 0.1%

Shares of NYSE:CRM opened at $151.67 on Friday. 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 business has a fifty day moving average of $177.42 and a two-hundred day moving average of $204.35. The stock has a market cap of $124.22 billion, a P/E ratio of 17.55, a PEG ratio of 0.94 and a beta of 1.16. Salesforce Inc. has a 52-week low of $149.80 and a 52-week high of $276.80.

Salesforce (NYSE:CRM) last issued its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to the consensus estimate of $11.05 billion. During the same period last year, the company earned $2.58 EPS. The company’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, research analysts expect 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 dividend of $0.44 per share. This represents a $1.76 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, June 11th. Salesforce’s dividend payout ratio (DPR) is presently 20.37%.

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