Salesforce Inc. $CRM Shares Purchased by iSAM Funds UK Ltd

iSAM Funds UK Ltd boosted its holdings in shares of Salesforce Inc. (NYSE:CRM) by 236.8% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 4,900 shares of the CRM provider’s stock after purchasing an additional 3,445 shares during the period. iSAM Funds UK Ltd’s holdings in Salesforce were worth $768,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in CRM. Commonwealth Retirement Investments LLC acquired a new stake in shares of Salesforce during the fourth quarter worth about $25,000. Manning & Napier Advisors LLC acquired a new position in Salesforce in the 2nd quarter valued at about $26,000. Gilpin Wealth Management LLC purchased a new stake in Salesforce during the 4th quarter valued at approximately $26,000. Persistent Asset Partners Ltd acquired a new stake in Salesforce during the 2nd quarter worth approximately $27,000. Finally, Costello Asset Management INC lifted its position in Salesforce by 410.3% during the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider’s stock worth $28,000 after acquiring an additional 119 shares during the period. 80.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently issued reports on CRM shares. Monness Crespi & Hardt boosted their target price on Salesforce from $222.00 to $266.00 and gave the company a “buy” rating in a report on Thursday, August 27th. Macquarie Infrastructure decreased their price target on Salesforce from $200.00 to $190.00 and set a “neutral” rating for the company in a report on Thursday, May 28th. Evercore reiterated an “outperform” rating on shares of Salesforce in a research report on Thursday, August 27th. Piper Sandler cut shares of Salesforce from an “overweight” rating to a “neutral” rating in a research note on Thursday, May 28th. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Salesforce in a report on Thursday, August 27th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, fifteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $266.50.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce announced a partnership with Anthropic to integrate Claude into its platform through “Claudeforce.” The offering is intended to combine Claude’s reasoning capabilities with Salesforce customer data, potentially strengthening Agentforce and supporting higher-value enterprise AI growth. Salesforce partners with Anthropic to integrate Claude AI into its ecosystem
• Positive Sentiment: Recent fiscal second-quarter results exceeded expectations, with adjusted EPS of $5.90 versus the $3.27 consensus and revenue of $11.35 billion. Salesforce also raised its outlook, while rapid adoption of Agentforce and Data 360 is reinforcing the view that AI can expand—not undermine—its software business. Is Salesforce cheap on strong Q2 results and higher guidance?
• Positive Sentiment: Analysts continue to raise their expectations: Cantor Fitzgerald lifted its target to $300 and assigned an Overweight rating, while BTIG reaffirmed Buy with a $300 target. Needham also reiterated Buy and set a more bullish $400 target. Salesforce analyst forecasts
• Positive Sentiment: BTIG said it is incrementally more confident that Salesforce’s business trends are improving, adding support to the recovery thesis following the company’s stronger quarter and raised guidance. BTIG comments on Salesforce business trends
• Neutral Sentiment: Salesforce has rallied sharply since its earnings report, with commentary highlighting a broader rebound in enterprise software and the unwinding of bearish hedge-fund positions. This improves sentiment but also leaves the stock vulnerable to profit-taking. Jim Cramer discusses the enterprise software rebound
• Negative Sentiment: Some analysts remain cautious about the pace of future earnings growth. Northland Securities raised its FY2027 EPS estimate but reduced projections for the third and fourth quarters and slightly lowered its FY2028 forecast, underscoring execution risk after the guidance increase. Salesforce raised guidance and must deliver revenue acceleration
• Negative Sentiment: Technical commentary describes CRM as overbought after its recent surge. Investors may be locking in gains while waiting for evidence that AI bookings and revenue growth can accelerate enough to justify the higher valuation. Salesforce may be overbought

Salesforce Stock Performance

Shares of CRM opened at $256.93 on Thursday. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.02. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $269.11. The company has a 50-day simple moving average of $187.58 and a 200-day simple moving average of $183.95. The company has a market capitalization of $211.45 billion, a PE ratio of 23.42, a P/E/G ratio of 1.20 and a beta of 1.20.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, August 26th. The CRM provider reported $5.90 EPS for the quarter, topping analysts’ consensus estimates of $3.27 by $2.63. Salesforce had a net margin of 21.99% and a return on equity of 24.90%. The firm had revenue of $11.35 billion for the quarter, compared to the consensus estimate of $11.33 billion. During the same quarter in the previous year, the firm earned $2.91 earnings per share. The firm’s revenue was up 10.8% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. Equities research analysts predict that Salesforce Inc. will post 12.64 earnings per share for the current fiscal year.

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.