Advisors Preferred LLC Makes New Investment in Salesforce Inc. $CRM

Advisors Preferred LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 11,900 shares of the CRM provider's stock, valued at approximately $1,977,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Brighton Jones LLC raised its holdings in Salesforce by 13.7% in the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider's stock worth $8,582,000 after purchasing an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Salesforce by 12.6% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider's stock valued at $611,000 after buying an additional 205 shares in the last quarter. Bison Wealth LLC grew its position in shares of Salesforce by 9.0% in the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider's stock worth $747,000 after buying an additional 184 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider's stock worth $807,000 after acquiring an additional 106 shares in the last quarter. Finally, United Bank raised its stake in shares of Salesforce by 5.2% during the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider's stock worth $2,781,000 after acquiring an additional 500 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

Salesforce Trading Down 0.2%

NYSE CRM opened at $205.61 on Friday. Salesforce Inc. has a 12-month low of $146.32 and a 12-month high of $269.11. The company has a fifty day simple moving average of $173.47 and a two-hundred day simple moving average of $181.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 1.15. The stock has a market cap of $168.39 billion, a P/E ratio of 23.80, a P/E/G ratio of 1.11 and a beta of 1.16.

Salesforce (NYSE:CRM - Get Free Report) last released 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. The firm had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm's revenue was up 13.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. On average, analysts forecast that Salesforce Inc. will post 10.27 earnings per share for the current year.

Salesforce Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Thursday, June 11th were issued a dividend of $0.44 per share. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce's payout ratio is 20.37%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on CRM shares. Guggenheim restated a "buy" rating and issued a $228.00 target price on shares of Salesforce in a research note on Thursday. Piper Sandler downgraded Salesforce from an "overweight" rating to a "neutral" rating in a research report on Thursday, May 28th. Oppenheimer reiterated an "outperform" rating on shares of Salesforce in a report on Thursday. Jefferies Financial Group raised Salesforce from a "buy" rating to a "buy" rating in a research report on Wednesday, July 1st. Finally, Sanford C. Bernstein reduced their target price on Salesforce from $194.00 to $173.00 and set an "underperform" rating on the stock in a research report on Thursday, May 28th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, eighteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, Salesforce currently has a consensus rating of "Moderate Buy" and a consensus price target of $249.87.

Key Stories Impacting Salesforce

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

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.

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