Capital Advisors Inc. OK Has $680,000 Stake in Salesforce Inc. $CRM

Key Points

• Capital Advisors Inc. OK increased its Salesforce stake by 85.2% in the second quarter, bringing its holdings to 4,344 shares valued at approximately $680,000. Institutional investors collectively own 80.43% of Salesforce.
• Salesforce reported quarterly EPS of $5.90, well above the $3.27 consensus estimate, while revenue reached $11.35 billion, up 10.8% year over year. The company issued fiscal 2027 EPS guidance of $16.67–$16.71.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $261.15, though views range from bullish targets as high as $280 to neutral ratings and concerns about valuation and the sustainability of investment-driven earnings gains.

Capital Advisors Inc. OK increased its position in Salesforce Inc. (NYSE:CRM - Free Report) by 85.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,344 shares of the CRM provider's stock after purchasing an additional 1,999 shares during the quarter. Capital Advisors Inc. OK's holdings in Salesforce were worth $680,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Delta Asset Management LLC TN increased its holdings in Salesforce by 27.0% in the 2nd quarter. Delta Asset Management LLC TN now owns 358 shares of the CRM provider's stock valued at $56,000 after buying an additional 76 shares during the period. New Mexico Educational Retirement Board boosted its position in shares of Salesforce by 5.9% during the 2nd quarter. New Mexico Educational Retirement Board now owns 46,686 shares of the CRM provider's stock valued at $7,314,000 after acquiring an additional 2,600 shares in the last quarter. Field & Main Bank acquired a new stake in shares of Salesforce during the 2nd quarter valued at about $725,000. Prosperitas Financial LLC bought a new stake in Salesforce in the second quarter valued at about $477,000. Finally, Lombard Odier Asset Management Europe Ltd bought a new stake in Salesforce in the second quarter valued at about $7,249,000. Institutional investors and hedge funds own 80.43% of the company's stock.

Salesforce Stock Performance

NYSE:CRM opened at $256.60 on Friday. The stock has a market capitalization of $210.16 billion, a P/E ratio of 23.39, a price-to-earnings-growth ratio of 1.38 and a beta of 1.16. The company has a current ratio of 0.84, a quick ratio of 0.79 and a debt-to-equity ratio of 1.02. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $269.11. The firm has a 50 day moving average of $181.24 and a 200-day moving average of $182.55.

Salesforce (NYSE:CRM - Get Free Report) last issued its quarterly earnings data on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.27 by $2.63. The firm had revenue of $11.35 billion during the quarter, compared to the consensus estimate of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The business's revenue for the quarter was up 10.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.91 EPS. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. As a group, sell-side analysts anticipate that Salesforce Inc. will post 12.77 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on CRM shares. DA Davidson lifted their price objective on Salesforce from $175.00 to $200.00 and gave the company a "neutral" rating in a report on Thursday. Phillip Securities downgraded Salesforce from a "buy" rating to a "hold" rating and cut their target price for the stock from $253.00 to $166.00 in a research report on Monday, June 29th. UBS Group boosted their price target on Salesforce from $210.00 to $240.00 and gave the company a "neutral" rating in a research note on Thursday. Canaccord Genuity Group reiterated a "buy" rating and issued a $225.00 price target on shares of Salesforce in a research report on Tuesday, August 25th. Finally, TD Cowen increased their price objective on Salesforce from $240.00 to $280.00 and gave the stock a "buy" rating in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $261.15.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strong quarterly beat and raised outlook: Salesforce reported adjusted EPS of $5.90 versus the $3.27 consensus estimate, while revenue rose 10.8% year over year to $11.35 billion, broadly topping expectations. Management raised its fiscal 2027 revenue outlook to approximately $46.1 billion-$46.4 billion and pointed to stronger bookings, lower attrition and potential organic growth reacceleration. Salesforce Stock Soars After Strong Results, Raised Outlook
• Positive Sentiment: AI partnership strengthens the growth narrative: Salesforce expanded its alliance with Anthropic, integrating Claude into Agentforce and launching “Claudeforce,” which places Salesforce CRM capabilities inside Claude. Investors viewed the agreement as evidence that Salesforce can monetize AI and benefit from rising usage; Agentforce and Data 360 annual recurring revenue approached $3.9 billion, with Agentforce ARR reaching about $1.5 billion. Salesforce Soars on Earnings Beat and AI Partnership
• Positive Sentiment: Analyst and institutional support: Wolfe Research upgraded CRM to “strong buy,” while several firms raised price targets, including Truist to $300, JPMorgan to $265 and Mizuho to $265. Heavy trading and reports of institutional buying suggest investors are reassessing the stock’s valuation and the broader software sector’s AI prospects.
• Neutral Sentiment: Profit quality warrants scrutiny: Strategic investment gains contributed $2.53 of the $5.90 adjusted EPS, including an estimated $2.7 billion unrealized gain tied to Salesforce’s Anthropic investment. This boosted reported earnings but may not represent recurring operating performance. Salesforce Stock Just Soared. Thank Anthropic.
• Negative Sentiment: Valuation and execution risks remain: After the rally, some analysts still see limited upside or downside, with UBS, Citi, Morgan Stanley and Wells Fargo retaining neutral or equivalent ratings. Critics also caution that Anthropic could control the AI orchestration layer, potentially limiting Salesforce’s long-term strategic leverage, while the rapid move may already price in much of the AI opportunity.

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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