OMERS ADMINISTRATION Corp Invests $16.21 Million in Salesforce Inc. $CRM

Key Points

• OMERS Administration Corp. bought a new $16.21 million stake in Salesforce during the second quarter, acquiring 103,464 shares. Institutional investors and hedge funds collectively own 80.43% of Salesforce.
• Salesforce reported quarterly EPS of $3.88, beating estimates of $3.13, while revenue rose 13.3% year over year to $11.13 billion. The company also pays a quarterly dividend of $0.44, equivalent to a 0.8% annual yield.
• Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and a $249.87 price target, though risks include increased leverage from debt-funded buybacks and uncertainty over AI monetization.

OMERS ADMINISTRATION Corp bought a new position in shares of Salesforce Inc. (NYSE:CRM - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 103,464 shares of the CRM provider's stock, valued at approximately $16,209,000.

Other hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in Salesforce in the 2nd quarter worth approximately $11,396,844,000. J. Stern & Co. LLP raised its position in Salesforce by 24,056.7% in the fourth quarter. J. Stern & Co. LLP now owns 47,385,511 shares of the CRM provider's stock valued at $12,552,896,000 after purchasing an additional 47,189,352 shares during the period. Norges Bank purchased a new position in shares of Salesforce during the 4th quarter worth $3,182,951,000. Arrowstreet Capital Limited Partnership increased its position in shares of Salesforce by 130.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 12,659,217 shares of the CRM provider's stock worth $2,363,096,000 after purchasing an additional 7,160,302 shares during the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Salesforce in the 2nd quarter valued at approximately $844,928,000. 80.43% of the stock is owned by institutional investors and hedge funds.

Salesforce Stock Up 0.0%

Salesforce stock opened at $209.20 on Monday. 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 Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The company 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. The stock's 50 day moving average price is $174.33 and its 200 day moving average price is $181.35.

Salesforce (NYSE:CRM - Get Free Report) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.13 by $0.75. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The firm had revenue of $11.13 billion during the quarter, compared to analysts' expectations of $11.05 billion. During the same quarter in the prior year, the business posted $2.58 earnings per share. Salesforce's revenue was up 13.3% compared to the same quarter last year. 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, sell-side analysts predict that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Dividend Announcement

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

Salesforce News Summary

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

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on CRM shares. Roth Capital reissued a "buy" rating and issued a $325.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. BTIG Research reaffirmed a "buy" rating and issued a $255.00 price target on shares of Salesforce in a report on Tuesday, May 26th. JPMorgan Chase & Co. initiated coverage on Salesforce in a report on Thursday, August 13th. They set an "overweight" rating and a $250.00 price objective on the stock. Erste Group Bank upgraded Salesforce from a "hold" rating to a "buy" rating in a research note on Wednesday, August 5th. Finally, Scotiabank downgraded shares of Salesforce from a "sector outperform" rating to a "sector perform" rating in a report on Thursday, June 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $249.87.

Salesforce 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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