PKO BP BANKOWY Universal Pension Society JSC Has $5.64 Million Holdings in Salesforce Inc. $CRM

Key Points

• PKO BP BANKOWY Universal Pension Society increased its Salesforce stake by 20% in the second quarter, adding 6,000 shares to reach 36,000 shares valued at $5.64 million. Salesforce now represents 1.6% of the pension fund’s portfolio.
• Salesforce exceeded quarterly expectations, reporting $3.88 in EPS and $11.13 billion in revenue, with revenue up 13.3% year over year. The company also pays a $0.44 quarterly dividend, equal to a 0.9% annual yield.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and a $249.51 target price, although shares have fallen sharply amid concerns that AI agents could disrupt Salesforce’s traditional subscription model.

PKO BP BANKOWY Universal Pension Society JSC grew its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 20.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 36,000 shares of the CRM provider's stock after buying an additional 6,000 shares during the quarter. Salesforce makes up 1.6% of PKO BP BANKOWY Universal Pension Society JSC's portfolio, making the stock its 9th largest position. PKO BP BANKOWY Universal Pension Society JSC's holdings in Salesforce were worth $5,640,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Commonwealth Retirement Investments LLC bought a new position in shares of Salesforce in the fourth quarter worth about $25,000. Key Capital Management INC acquired a new position in shares of Salesforce during the fourth quarter worth approximately $26,000. Gilpin Wealth Management LLC bought a new stake in shares of Salesforce during the fourth quarter valued at approximately $26,000. Legacy Bridge LLC bought a new stake in shares of Salesforce during the fourth quarter valued at approximately $27,000. Finally, Birchwood Financial Partners Inc. acquired a new stake in shares of Salesforce in the fourth quarter valued at approximately $28,000. 80.43% of the stock is owned by institutional investors.

Salesforce Stock Down 3.1%

Shares of Salesforce stock opened at $186.96 on Friday. 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. The company has a market capitalization of $153.12 billion, a P/E ratio of 21.64, a price-to-earnings-growth ratio of 1.04 and a beta of 1.16. The business has a 50-day moving average of $171.20 and a two-hundred day moving average of $183.19.

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

Salesforce Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Thursday, June 11th were paid a dividend of $0.44 per share. The ex-dividend date was Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.9%. Salesforce's dividend payout ratio is currently 20.37%.

Key Stories Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command through Missionforce National Security. The mission-critical deployment could strengthen Salesforce’s government credentials, demonstrate the reliability of its autonomous AI technology, and support future defense contracts. Why Is Salesforce Deploying IL5 AI Agents in a Major Government Role?
• Positive Sentiment: CEO Marc Benioff argued that Wall Street’s concern that AI will undermine Salesforce is “dead wrong.” Management’s conviction suggests the company expects Agentforce and AI-powered digital labor to expand its addressable market rather than erode its software business. Marc Benioff Says Wall Street’s Fears That AI Will Kill Salesforce Are Dead Wrong
• Positive Sentiment: Erste Group Bank upgraded Salesforce from “hold” to “buy,” indicating that at the recent valuation the risk-reward profile may have improved.
• Neutral Sentiment: Salesforce promoted revenue chief Miguel Milano, a former Oracle executive, to operating chief. The change could improve execution, although it does not immediately alter the company’s financial outlook. Marc Benioff Gets a New Operating Chief
• Neutral Sentiment: Salesforce scheduled its fiscal second-quarter 2027 earnings release and webcast. The event will give investors an opportunity to assess Agentforce adoption, growth, margins, and guidance.
• Negative Sentiment: The key overhang remains investor skepticism that AI agents could disrupt Salesforce’s conventional subscription model or reduce demand for seats. The stock’s decline of more than 30% during 2026 highlights how seriously the market is discounting that risk, even after Salesforce recently exceeded earnings and revenue expectations.

Analyst Upgrades and Downgrades

CRM has been the subject of a number of recent research reports. Wells Fargo & Company dropped their target price on Salesforce from $210.00 to $200.00 and set an "equal weight" rating for the company in a research report on Thursday, May 28th. DA Davidson decreased their price target on Salesforce from $200.00 to $175.00 and set a "neutral" rating on the stock in a report on Thursday, May 28th. Guggenheim raised Salesforce from a "neutral" rating to a "buy" rating and set a $228.00 price objective for the company in a report on Wednesday, July 1st. Daiwa Securities Group cut their target price on shares of Salesforce from $295.00 to $280.00 and set a "buy" rating on the stock in a research report on Tuesday, June 2nd. Finally, Truist Financial lowered shares of Salesforce from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, July 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, sixteen have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, Salesforce presently has a consensus rating of "Moderate Buy" and a consensus target price of $249.51.

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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