Brandywine Managers LLC Takes $1.08 Million Position in Salesforce Inc. $CRM

Brandywine Managers LLC bought a new stake in Salesforce Inc. (NYSE:CRM - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 6,913 shares of the CRM provider's stock, valued at approximately $1,083,000. Salesforce comprises 0.5% of Brandywine Managers LLC's portfolio, making the stock its 18th biggest position.

Other institutional investors and hedge funds have also bought and sold shares of the company. Temasek Holdings Private Ltd lifted its position in shares of Salesforce by 3.7% in the fourth quarter. Temasek Holdings Private Ltd now owns 683,790 shares of the CRM provider's stock valued at $181,143,000 after buying an additional 24,332 shares during the last quarter. SFE Investment Counsel increased its holdings in shares of Salesforce by 82.7% during the 4th quarter. SFE Investment Counsel now owns 17,394 shares of the CRM provider's stock worth $4,608,000 after acquiring an additional 7,871 shares during the last quarter. Fluent Financial LLC bought a new stake in Salesforce in the 2nd quarter valued at $2,265,000. Secured Retirement Advisors LLC bought a new stake in Salesforce in the 1st quarter valued at $1,004,000. Finally, Janus Henderson Group PLC lifted its holdings in Salesforce by 2.5% during the 1st quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider's stock valued at $23,846,000 after purchasing an additional 3,125 shares during the last quarter. Institutional investors own 80.43% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on CRM. JPMorgan Chase & Co. began coverage on shares of Salesforce in a report on Thursday, August 13th. They issued an "overweight" rating and a $250.00 price objective on the stock. Macquarie Infrastructure cut their target price on shares of Salesforce from $200.00 to $190.00 and set a "neutral" rating for the company in a research note on Thursday, May 28th. Phillip Securities downgraded shares of Salesforce from a "buy" rating to a "hold" rating and reduced their target price for the stock from $253.00 to $166.00 in a report on Monday, June 29th. Guggenheim reiterated a "buy" rating and issued a $228.00 price target on shares of Salesforce in a research note on Thursday, August 20th. Finally, Sanford C. Bernstein lowered their price target on shares of Salesforce from $194.00 to $173.00 and set an "underperform" rating on the stock in a report on Thursday, May 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, eighteen have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Salesforce presently has an average rating of "Moderate Buy" and a consensus target price of $249.87.

Salesforce Trading Up 0.0%

CRM stock opened at $209.19 on Tuesday. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The company's 50-day simple moving average is $175.23 and its 200 day simple moving average is $181.44. Salesforce Inc. has a 52 week low of $146.32 and a 52 week high of $269.11. The company has a market capitalization of $171.32 billion, a PE ratio of 24.21, a price-to-earnings-growth ratio of 1.13 and a beta of 1.16.

Salesforce (NYSE:CRM - Get Free Report) last issued its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, topping 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 during the quarter, compared to analysts' expectations of $11.05 billion. During the same quarter in the previous year, the company earned $2.58 EPS. The business's revenue was up 13.3% on a year-over-year basis. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. As a group, sell-side analysts anticipate that Salesforce Inc. will post 10.27 earnings per share for the current year.

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were paid a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Thursday, June 11th. Salesforce's dividend payout ratio (DPR) is 20.37%.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: BTIG Research reaffirmed its Buy rating and set a $255 price target, implying substantial upside from recent trading levels. The bullish view reflects confidence in Salesforce’s AI opportunity and earnings outlook. Benzinga article
• Positive Sentiment: One analyst argues Salesforce remains undervalued, citing its AI-enabled growth potential, modest valuation and significant share repurchases. The company’s reported $27.5 billion buyback has reduced shares outstanding and could provide support for earnings per share and the stock. Salesforce Forcing Itself Higher Through Massive Buybacks And AI-Led Growth
• Positive Sentiment: Analysts expect AI cloud demand, acquisitions and disciplined spending to support second-quarter results, with revenue growth forecast at approximately 10.6%. Salesforce is also being discussed as a potential beneficiary of broader enterprise AI adoption. Salesforce Set to Report Q2 Earnings
• Neutral Sentiment: Salesforce has rallied toward the $210 area and is testing a resistance zone near its June high. A strong earnings reaction could determine whether the recent advance continues or stalls. Salesforce Stock Hits a Crucial Resistance Ahead of Earnings
• Negative Sentiment: The main risk is that Salesforce’s earnings report fails to demonstrate a meaningful sales-growth reacceleration. Analysts and investors remain cautious about slower software growth, elevated AI expectations and the possibility that the broader AI trade could weaken. Salesforce Earnings Due: Will Sales Growth Reacceleration Hold Up?

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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