Vise Technologies Inc. bought a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 32,800 shares of the CRM provider’s stock, valued at approximately $5,138,000.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in Salesforce during the second quarter valued at approximately $2,179,000. E Fund Management Co. Ltd. purchased a new position in shares of Salesforce during the 2nd quarter worth $3,485,000. Asahi Life Asset Management CO. LTD. purchased a new position in shares of Salesforce during the 2nd quarter worth $1,182,000. Frazier Financial Advisors LLC bought a new stake in shares of Salesforce during the 2nd quarter valued at $62,000. Finally, Edmond DE Rothschild Holding S.A. bought a new stake in shares of Salesforce during the 2nd quarter valued at $1,417,000. 80.43% of the stock is owned by hedge funds and other institutional investors.
Salesforce Stock Down 0.2%
CRM opened at $205.61 on Friday. 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 Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11. The firm’s fifty day moving average is $173.47 and its 200 day moving average is $181.36. The stock has a market cap of $168.39 billion, a price-to-earnings ratio of 23.80, a price-to-earnings-growth ratio of 1.11 and a beta of 1.16.
Salesforce Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were given a dividend of $0.44 per share. The ex-dividend date was Thursday, June 11th. This represents a $1.76 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.
Wall Street Analyst Weigh In
CRM has been the topic of a number of recent research reports. Susquehanna initiated coverage on Salesforce in a report on Wednesday, July 1st. They issued a “neutral” rating on the stock. Roth Capital reissued a “buy” rating and set a $325.00 price target on shares of Salesforce in a report on Thursday, May 28th. Canaccord Genuity Group restated a “buy” rating and issued a $225.00 price target on shares of Salesforce in a research report on Tuesday, June 16th. Sanford C. Bernstein decreased their price objective on Salesforce from $194.00 to $173.00 and set an “underperform” rating on the stock in a research note on Thursday, May 28th. Finally, Needham & Company LLC reaffirmed a “buy” rating on shares of Salesforce in a research report on Tuesday, June 16th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eighteen have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $249.87.
Get Our Latest Analysis on CRM
Salesforce News Roundup
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment: Analyst targets imply upside. Guggenheim reaffirmed its “buy” rating with a $228 price target, while Cantor Fitzgerald maintained an “overweight” rating and a $250 target. Cantor expects Salesforce to capture a meaningful share of next-generation agentic workflows. Guggenheim analyst rating Cantor Fitzgerald analyst comments
- Positive Sentiment: Agentforce momentum is a key bullish argument. Salesforce’s Agentforce annual recurring revenue reportedly surged 205% as customer adoption increased, strengthening the case that its AI offering can support growth and deepen customer integration. Agentforce AI analysis
- Positive Sentiment: New product distribution could expand Salesforce’s ecosystem. Agiloft announced Agiloft for Salesforce on Salesforce AgentExchange, while Salesforce is expanding its Headless 360 portfolio. These developments highlight efforts to make its platform more flexible and useful for enterprise AI and workflow applications. Agiloft for Salesforce announcement Headless 360 expansion
- Neutral Sentiment: Earnings are the immediate test. Salesforce is expected to report fiscal Q2 2027 results on August 26. Investors are looking for evidence that AI adoption is translating into revenue growth and sustainable guidance; recent commentary points to expectations for earnings growth but does not establish a likely beat. Salesforce earnings preview
- Neutral Sentiment: Valuation and strategic positioning remain debated. Some coverage calls CRM a long-term value opportunity, while other analysis questions whether it could be a value trap. Salesforce’s potential indirect exposure to Anthropic also adds interest, but the benefit depends on future commercial partnerships and adoption. Salesforce value trap analysis
- Negative Sentiment: Analyst support has not resolved investor concerns. Commentary notes that repeated upgrades have failed to produce a durable rerating, keeping the focus on August 26 results rather than opinion changes from Wall Street. Analyst upgrades and Salesforce earnings
- Negative Sentiment: Salesforce may lack the setup for an earnings beat. Zacks said CRM does not currently have the right combination of indicators that typically supports a likely earnings surprise, raising the risk of disappointment if guidance or AI monetization falls short. Salesforce earnings expectations
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.
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