14,181 Salesforce Inc. $CRM Shares Purchased by Barlow Wealth Partners LLC

Key Points

• Barlow Wealth Partners increased its Salesforce stake by 14.8%, purchasing 14,181 shares to own 110,094 shares valued at approximately $24.77 million. Institutional investors and hedge funds collectively own 80.43% of Salesforce.
• Salesforce reported quarterly EPS of $5.90, well above the $3.27 analyst consensus, while revenue rose 10.8% year over year to $11.35 billion.
• Analyst sentiment remains broadly positive, with Salesforce receiving a “Moderate Buy” consensus rating and an average price target of $278.12, compared with a reported share price of $246.66.

Barlow Wealth Partners LLC boosted its position in Salesforce Inc. (NYSE:CRM - Free Report) by 14.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 110,094 shares of the CRM provider's stock after buying an additional 14,181 shares during the quarter. Salesforce accounts for approximately 2.6% of Barlow Wealth Partners LLC's holdings, making the stock its 17th biggest holding. Barlow Wealth Partners LLC's holdings in Salesforce were worth $24,770,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in shares of Salesforce in the 2nd quarter valued at approximately $11,396,844,000. Arrowstreet Capital Limited Partnership raised its holdings in Salesforce by 130.2% in the first quarter. Arrowstreet Capital Limited Partnership now owns 12,659,217 shares of the CRM provider's stock valued at $2,363,096,000 after acquiring an additional 7,160,302 shares in the last quarter. Bank of America Corp DE raised its holdings in Salesforce by 28.0% in the first quarter. Bank of America Corp DE now owns 11,724,790 shares of the CRM provider's stock valued at $2,188,666,000 after acquiring an additional 2,561,923 shares in the last quarter. Legal & General Group Plc acquired a new stake in Salesforce in the second quarter valued at $927,332,000. Finally, Bank of New York Mellon Corp bought a new position in Salesforce during the 2nd quarter valued at $844,928,000. Institutional investors and hedge funds own 80.43% of the company's stock.

Insider Activity

In other Salesforce news, Director Craig Conway sold 4,500 shares of Salesforce stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $260.61, for a total value of $1,172,745.00. Following the completion of the transaction, the director directly owned 5,437 shares in the company, valued at $1,416,936.57. The trade was a 45.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director David Blair Kirk bought 4,176 shares of the stock in a transaction dated Friday, September 18th. The shares were bought at an average cost of $239.33 per share, with a total value of $999,442.08. Following the completion of the acquisition, the director directly owned 18,748 shares of the company's stock, valued at approximately $4,486,958.84. The trade was a 28.66% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.50% of the stock is owned by corporate insiders.

Salesforce Stock Up 4.5%

CRM stock opened at $246.66 on Friday. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The firm has a fifty day moving average price of $230.50 and a two-hundred day moving average price of $194.50. The firm has a market cap of $203.00 billion, a price-to-earnings ratio of 22.49, a PEG ratio of 1.07 and a beta of 1.26.

Salesforce (NYSE:CRM - Get Free Report) last posted its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share (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 company had revenue of $11.35 billion for the quarter, compared to the consensus estimate of $11.33 billion. During the same period last year, the firm posted $2.91 EPS. The company's revenue for the quarter 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. Research analysts predict that Salesforce Inc. will post 12.82 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Investors of record on Thursday, September 17th were paid a dividend of $0.44 per share. The ex-dividend date was Thursday, September 17th. This represents a $1.76 annualized dividend and a yield of 0.7%. Salesforce's dividend payout ratio is 16.04%.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: An analyst upgrade helped lift Salesforce, adding to favorable sentiment around its valuation, earnings outlook and AI growth prospects. Salesforce Shares Climb on Analyst Upgrade
• Positive Sentiment: Salesforce benefited from broad strength in enterprise software and a major United Kingdom deal, while technical analysts pointed to a bullish flag breakout, a double-bottom pattern and a weekly reversal that could extend the recovery. Why Is Salesforce Stock Gaining Thursday? Salesforce Price Forecast
• Positive Sentiment: ZoomInfo was named a flagship data partner for Salesforce’s new Hunter outbound sales agent. Hunter will combine CRM data with live intelligence to identify prospects and recommend next actions, reinforcing Salesforce’s strategy of embedding AI into Sales Cloud. ZoomInfo Named a Flagship Data Partner for Hunter
• Positive Sentiment: One investment-fund review argued that Salesforce’s AI integration is increasing the value of its core enterprise platform. Another comparison gave Salesforce an edge over ServiceNow based on stronger earnings-estimate revisions, faster AI growth and a lower valuation. Salesforce AI Integration Enhances Platform Value Salesforce vs. ServiceNow
• Neutral Sentiment: Investors continue comparing Salesforce with ServiceNow. Salesforce generates more revenue, but ServiceNow has posted faster and more consistent year-over-year growth, highlighting the need for Salesforce to accelerate its expansion. Salesforce vs. ServiceNow Revenue Trends
• Negative Sentiment: Some investors remain skeptical that agentic AI will meaningfully improve Salesforce’s profits, particularly because many customers have not yet upgraded to newer offerings. That uncertainty could limit further gains until AI monetization becomes clearer. Agentic AI Skepticism

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. DA Davidson set a $225.00 price objective on shares of Salesforce in a report on Thursday, September 17th. Evercore initiated coverage on shares of Salesforce in a research note on Monday. They issued an "outperform" rating on the stock. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Salesforce in a research report on Thursday, August 27th. Bank of America upgraded Salesforce from an "underperform" rating to a "buy" rating and lifted their price target for the stock from $160.00 to $285.00 in a research note on Monday. Finally, Canaccord Genuity Group boosted their price objective on Salesforce from $270.00 to $300.00 and gave the company a "buy" rating in a report on Thursday, September 17th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce has an average rating of "Moderate Buy" and an average price target of $278.12.

Salesforce Profile

Salesforce, Inc NYSE: CRM develops cloud-based customer relationship management (CRM) software and enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, analytics, data integration and collaboration through subscription-based services.

The company's product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Salesforce Platform, Data Cloud and Tableau. Salesforce also offers MuleSoft integration technology, Slack collaboration software and artificial intelligence capabilities through its Einstein platform.

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