LM Advisors LLC Acquires Shares of 17,101 Salesforce Inc. $CRM

Key Points

• LM Advisors acquired 17,101 Salesforce shares during the second quarter, valued at approximately $2.7 million. Institutional investors and hedge funds collectively own 80.43% of Salesforce.
• Salesforce reported quarterly revenue of $11.13 billion, up 13.3% year over year, and EPS of $3.88, beating consensus estimates. The company also pays a quarterly dividend of $0.44, equivalent to a 0.8% annualized yield.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $249.87, though some analysts have lowered targets and warn that higher debt from share buybacks and slower AI monetization could pose risks.

LM Advisors LLC bought a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 17,101 shares of the CRM provider's stock, valued at approximately $2,694,000.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its holdings in Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider's stock worth $8,582,000 after acquiring an additional 3,102 shares during the period. Revolve Wealth Partners LLC raised its position in Salesforce by 12.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider's stock worth $611,000 after acquiring an additional 205 shares in the last quarter. Bison Wealth LLC lifted its holdings in Salesforce by 9.0% in the fourth quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider's stock valued at $747,000 after acquiring an additional 184 shares during the period. Sivia Capital Partners LLC lifted its holdings in Salesforce by 3.7% in the second quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider's stock valued at $807,000 after acquiring an additional 106 shares during the period. Finally, United Bank boosted its position 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 purchasing an additional 500 shares in the last quarter. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Trading Up 1.8%

NYSE:CRM opened at $209.20 on Friday. Salesforce Inc. has a 52-week low of $146.32 and a 52-week high of $269.11. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The stock has a fifty day simple moving average of $174.33 and a 200-day simple moving average of $181.56. The company has a market capitalization of $171.33 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 posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share for the quarter, beating 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 firm had revenue of $11.13 billion during the quarter, compared to the consensus estimate of $11.05 billion. During the same period last year, the firm posted $2.58 EPS. The firm's revenue for the quarter 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. On average, equities research analysts expect that Salesforce Inc. will post 10.27 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

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

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Favorable earnings setup: Oppenheimer and other analysts see potential upside from Salesforce’s upcoming results, while market expectations point to a possible post-earnings move toward the stock’s highest level since January. Salesforce Faces Favorable Second-Quarter Setup With Upside Potential How Much Salesforce Stock Is Expected to Move After Earnings
• Positive Sentiment: Analyst support: Guggenheim reaffirmed a Buy rating with a $228 price target, while Cantor Fitzgerald maintained an Overweight rating and set a $250 target. The calls reflect confidence that Salesforce can capture demand for next-generation AI-powered, “agentic” enterprise workflows. Cantor Fitzgerald Salesforce Analyst Comment
• Positive Sentiment: Growth and capital returns: Zacks characterizes Salesforce as a strong growth stock, while a report highlights a record $27 billion quarterly share repurchase program. Buybacks could support earnings per share and signal that management views the shares as undervalued. Why Salesforce Is a Strong Growth Stock Salesforce Record Stock Buybacks
• Neutral Sentiment: Results are the next catalyst: Analysts are focused on revenue, EPS, and operating metrics for the quarter ended July 2026. Salesforce previously reported $11.13 billion of quarterly revenue, up 13.3% year over year, and EPS of $3.88, above consensus. Salesforce Q2 Earnings Estimates
• Neutral Sentiment: AI platform positioning: Coverage comparing Salesforce with ServiceNow suggests investors are rotating toward enterprise application software as AI investment broadens beyond hardware. Salesforce’s Headless 360 strategy and the Agiloft integration on AgentExchange offer additional evidence of ecosystem expansion. Salesforce Versus ServiceNow
• Negative Sentiment: Risks remain: The buybacks were funded partly with $25 billion of new debt, increasing leverage and interest obligations. Separate commentary questions whether Salesforce could become a value trap if growth slows or AI monetization disappoints. Salesforce Value Trap Analysis

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the stock. Bank of America assumed coverage on shares of Salesforce in a research note on Monday, May 18th. They set an "underperform" rating and a $160.00 price target on the stock. Morgan Stanley reiterated an "equal weight" rating and issued a $185.00 price objective (down from $287.00) on shares of Salesforce in a research note on Tuesday, July 21st. Canaccord Genuity Group reissued a "buy" rating and set a $225.00 price objective on shares of Salesforce in a report on Tuesday, June 16th. Wells Fargo & Company upped their target price on shares of Salesforce from $200.00 to $205.00 and gave the stock an "equal weight" rating in a research report on Wednesday, August 12th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $250.00 target price on shares of Salesforce in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, eighteen have issued a Hold rating and three have given a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $249.87.

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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