Maxi Investments CY Ltd Buys New Shares in Salesforce Inc. $CRM

Key Points

• Maxi Investments CY Ltd. acquired 35,000 Salesforce shares worth approximately $5.48 million, making Salesforce about 1.1% of its portfolio. Institutional investors and hedge funds collectively own 80.43% of the company.
• Salesforce reported quarterly revenue of $11.13 billion and EPS of $3.88, exceeding analyst expectations, while analysts maintain a broadly positive outlook with a consensus “Moderate Buy” rating and average price target of $249.87.
• Key risks include increased leverage after Salesforce funded part of its $27 billion buyback program with $25 billion in new debt, alongside concerns that slowing growth or disappointing AI monetization could pressure the stock.

Maxi Investments CY Ltd purchased a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 35,000 shares of the CRM provider's stock, valued at approximately $5,483,000. Salesforce makes up about 1.1% of Maxi Investments CY Ltd's portfolio, making the stock its 27th biggest holding.

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

Trending Headlines about 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 recently commented on CRM shares. Susquehanna began coverage on shares of Salesforce in a research report on Wednesday, July 1st. They set a "neutral" rating on the stock. B. Riley Financial increased their target price on shares of Salesforce from $205.00 to $240.00 and gave the stock a "buy" rating in a research report on Thursday, May 28th. Phillip Securities cut shares of Salesforce from a "buy" rating to a "hold" rating and lowered their target price for the stock from $253.00 to $166.00 in a report on Monday, June 29th. Royal Bank Of Canada cut Salesforce from a "sector perform" rating to a "sector perform" rating in a research note on Wednesday, July 1st. Finally, Truist Financial lowered Salesforce from a "strong-buy" rating to a "hold" rating in a report on Wednesday, July 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have issued a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat.com, Salesforce has a consensus rating of "Moderate Buy" and an average target price of $249.87.

Salesforce Stock Up 0.0%

Shares of NYSE CRM opened at $209.20 on Monday. The company has a 50 day simple moving average of $174.33 and a 200 day simple moving average of $181.35. The firm has a market cap 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 Inc. has a 1 year low of $146.32 and a 1 year high of $269.11. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.79 and a quick ratio of 0.79.

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. The company had revenue of $11.13 billion for the quarter, compared to analysts' expectations of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. Salesforce's revenue for the quarter was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.58 earnings per share. 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, research analysts forecast that Salesforce Inc. will post 10.27 EPS for the current year.

Salesforce Dividend Announcement

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

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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