Titan Investment Solutions Ltd Makes New Investment in Salesforce Inc. $CRM

Titan Investment Solutions Ltd purchased a new position in Salesforce Inc. (NYSE:CRM) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 83,246 shares of the CRM provider’s stock, valued at approximately $22,053,000. Salesforce makes up about 2.7% of Titan Investment Solutions Ltd’s holdings, making the stock its 15th largest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Commonwealth Retirement Investments LLC purchased a new position in shares of Salesforce in the fourth quarter worth $25,000. Board of the Pension Protection Fund purchased a new position in shares of Salesforce in the fourth quarter worth $26,000. Key Capital Management INC purchased a new position in shares of Salesforce in the fourth quarter worth $26,000. Gilpin Wealth Management LLC purchased a new position in shares of Salesforce in the fourth quarter worth $26,000. Finally, Legacy Bridge LLC purchased a new position in shares of Salesforce in the fourth quarter worth $27,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Key Salesforce News

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

Salesforce Stock Down 0.2%

Shares of NYSE CRM opened at $166.07 on Friday. The company’s 50-day simple moving average is $180.10 and its 200-day simple moving average is $206.89. Salesforce Inc. has a 52-week low of $161.40 and a 52-week high of $276.80. The firm has a market cap of $136.01 billion, a price-to-earnings ratio of 19.22, a price-to-earnings-growth ratio of 1.04 and a beta of 1.16. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $11.05 billion. During the same quarter last year, the business earned $2.58 earnings per share. The company’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. Equities analysts predict that Salesforce Inc. will post 10.29 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Stockholders 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 annualized dividend and a dividend yield of 1.1%. Salesforce’s dividend payout ratio (DPR) is 20.37%.

Salesforce declared that its board has authorized a stock buyback program on Monday, March 16th that allows the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization allows the CRM provider to repurchase up to 14.1% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on CRM. Morgan Stanley decreased their price target on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a report on Monday, February 23rd. Royal Bank Of Canada reaffirmed a “neutral” rating on shares of Salesforce in a report on Thursday, June 4th. Mizuho cut their price objective on shares of Salesforce from $280.00 to $265.00 and set an “outperform” rating on the stock in a research note on Thursday, February 26th. Jefferies Financial Group reiterated a “buy” rating on shares of Salesforce in a research note on Tuesday, May 26th. Finally, Stifel Nicolaus cut their price objective on shares of Salesforce from $300.00 to $250.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. One 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and an average price target of $259.26.

Insider Activity

In related news, Director Laura Alber bought 2,571 shares of the company’s stock in a transaction dated Thursday, March 19th. The shares were acquired at an average price of $194.58 per share, for a total transaction of $500,265.18. Following the completion of the transaction, the director directly owned 9,530 shares in the company, valued at $1,854,347.40. This trade represents a 36.94% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director David Blair Kirk bought 2,570 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was bought at an average price of $194.62 per share, for a total transaction of $500,173.40. Following the transaction, the director owned 13,689 shares of the company’s stock, valued at approximately $2,664,153.18. This trade represents a 23.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is owned by company insiders.

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.