F&V Capital Management LLC Buys Shares of 84,843 Salesforce Inc. $CRM

F&V Capital Management LLC bought a new position in Salesforce Inc. (NYSE:CRM) in the second quarter, according to its most recent disclosure with the SEC. The firm bought 84,843 shares of the CRM provider’s stock, valued at approximately $13,292,000. Salesforce comprises approximately 2.5% of F&V Capital Management LLC’s portfolio, making the stock its 20th biggest position.

Several other institutional investors and hedge funds have also recently modified their holdings of CRM. Fred Alger Management LLC increased its position in 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 purchasing an additional 45 shares during the last quarter. Synergy Financial Group LTD boosted its holdings in Salesforce by 2.4% in the 3rd quarter. Synergy Financial Group LTD now owns 2,035 shares of the CRM provider’s stock valued at $482,000 after purchasing an additional 48 shares during the last quarter. CBIZ Investment Advisory Services LLC grew its stake in shares of Salesforce by 35.4% in the 4th quarter. CBIZ Investment Advisory Services LLC now owns 199 shares of the CRM provider’s stock valued at $53,000 after buying an additional 52 shares during the period. Krane Funds Advisors LLC grew its stake in shares of Salesforce by 0.7% in the 4th quarter. Krane Funds Advisors LLC now owns 8,254 shares of the CRM provider’s stock valued at $2,187,000 after buying an additional 57 shares during the period. Finally, HBW Advisory Services LLC increased its holdings in shares of Salesforce by 0.4% during the 1st quarter. HBW Advisory Services LLC now owns 13,098 shares of the CRM provider’s stock worth $2,445,000 after buying an additional 57 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Price Performance

CRM opened at $256.60 on Monday. The stock’s 50-day moving average price is $181.24 and its 200 day moving average price is $182.47. Salesforce Inc. has a 12-month low of $146.32 and a 12-month high of $269.11. The firm has a market cap of $211.18 billion, a price-to-earnings ratio of 23.39, a PEG ratio of 1.12 and a beta of 1.16. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.02.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, beating the consensus estimate of $3.27 by $2.63. The company had revenue of $11.35 billion during the quarter, compared to the consensus estimate of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.Salesforce’s revenue was up 10.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.91 EPS. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, sell-side analysts expect that Salesforce Inc. will post 12.77 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Royal Bank Of Canada lifted their price target on shares of Salesforce from $210.00 to $250.00 and gave the company a “sector perform” rating in a research report on Thursday. Daiwa Securities Group cut their target price on Salesforce from $295.00 to $280.00 and set a “buy” rating for the company in a research note on Tuesday, June 2nd. Guggenheim reaffirmed a “buy” rating and issued a $228.00 price target on shares of Salesforce in a research note on Thursday. Jefferies Financial Group increased their price target on Salesforce from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Thursday. Finally, BMO Capital Markets raised their price objective on Salesforce from $230.00 to $260.00 and gave the stock an “outperform” rating in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, fifteen have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $261.15.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strong quarterly beat and raised outlook: Salesforce reported adjusted EPS of $5.90 versus the $3.27 consensus estimate, while revenue rose 10.8% year over year to $11.35 billion, broadly topping expectations. Management raised its fiscal 2027 revenue outlook to approximately $46.1 billion-$46.4 billion and pointed to stronger bookings, lower attrition and potential organic growth reacceleration. Salesforce Stock Soars After Strong Results, Raised Outlook
• Positive Sentiment: AI partnership strengthens the growth narrative: Salesforce expanded its alliance with Anthropic, integrating Claude into Agentforce and launching “Claudeforce,” which places Salesforce CRM capabilities inside Claude. Investors viewed the agreement as evidence that Salesforce can monetize AI and benefit from rising usage; Agentforce and Data 360 annual recurring revenue approached $3.9 billion, with Agentforce ARR reaching about $1.5 billion. Salesforce Soars on Earnings Beat and AI Partnership
• Positive Sentiment: Analyst and institutional support: Wolfe Research upgraded CRM to “strong buy,” while several firms raised price targets, including Truist to $300, JPMorgan to $265 and Mizuho to $265. Heavy trading and reports of institutional buying suggest investors are reassessing the stock’s valuation and the broader software sector’s AI prospects.
• Neutral Sentiment: Profit quality warrants scrutiny: Strategic investment gains contributed $2.53 of the $5.90 adjusted EPS, including an estimated $2.7 billion unrealized gain tied to Salesforce’s Anthropic investment. This boosted reported earnings but may not represent recurring operating performance. Salesforce Stock Just Soared. Thank Anthropic.
• Negative Sentiment: Valuation and execution risks remain: After the rally, some analysts still see limited upside or downside, with UBS, Citi, Morgan Stanley and Wells Fargo retaining neutral or equivalent ratings. Critics also caution that Anthropic could control the AI orchestration layer, potentially limiting Salesforce’s long-term strategic leverage, while the rapid move may already price in much of the AI opportunity.

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.