Salesforce Inc. $CRM Holdings Raised by Anchor Investment Management LLC

Key Points

• Anchor Investment Management increased its Salesforce position by 184.5% in the second quarter, bringing its holdings to 17,983 shares valued at approximately $2.82 million. Institutional investors collectively own 80.43% of Salesforce.
• Salesforce reported quarterly EPS of $5.90, substantially above the $3.27 analyst consensus, while revenue rose 10.8% year over year to $11.35 billion. The company also declared a quarterly dividend of $0.44 per share, representing a 0.7% yield.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus rating and an average price target of $267.12. Salesforce is also expanding its enterprise AI strategy through its NVIDIA partnership and the Koa reasoning model for Agentforce.

Anchor Investment Management LLC increased its position in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 184.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,983 shares of the CRM provider's stock after purchasing an additional 11,663 shares during the quarter. Anchor Investment Management LLC's holdings in Salesforce were worth $2,817,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. State Street Corp boosted its holdings in shares of Salesforce by 1.3% in the 4th quarter. State Street Corp now owns 50,080,230 shares of the CRM provider's stock valued at $13,286,909,000 after buying an additional 659,573 shares during the period. BlackRock Inc. acquired a new stake in Salesforce during the second quarter worth about $11,396,844,000. Capital International Investors lifted its holdings in Salesforce by 13.3% in the fourth quarter. Capital International Investors now owns 22,721,010 shares of the CRM provider's stock worth $6,019,199,000 after acquiring an additional 2,669,891 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Salesforce by 3.8% in the fourth quarter. Geode Capital Management LLC now owns 21,782,556 shares of the CRM provider's stock worth $5,751,073,000 after acquiring an additional 791,345 shares during the last quarter. Finally, Capital World Investors boosted its stake in Salesforce by 13.5% in the fourth quarter. Capital World Investors now owns 19,672,684 shares of the CRM provider's stock valued at $5,211,515,000 after acquiring an additional 2,347,478 shares during the period. Institutional investors and hedge funds own 80.43% of the company's stock.

Salesforce Stock Performance

CRM traded down $4.07 during trading hours on Tuesday, hitting $255.36. The company's stock had a trading volume of 10,395,412 shares, compared to its average volume of 14,020,091. The company has a 50-day simple moving average of $202.41 and a 200 day simple moving average of $187.76. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.02. The firm has a market capitalization of $210.16 billion, a PE ratio of 23.28, a PEG ratio of 1.13 and a beta of 1.20. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11.

Salesforce (NYSE:CRM - Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.27 by $2.63. The company had revenue of $11.35 billion during the quarter, compared to analyst estimates of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The firm's quarterly revenue was up 10.8% on a year-over-year basis. During the same quarter in the previous year, the firm 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 expect that Salesforce Inc. will post 12.83 EPS for the current year.

Salesforce Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Thursday, September 17th will be given a $0.44 dividend. The ex-dividend date is Thursday, September 17th. This represents a $1.76 dividend on an annualized basis and a dividend yield of 0.7%. Salesforce's dividend payout ratio (DPR) is 16.04%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Citizens Jmp reiterated a "market outperform" rating and set a $315.00 price target on shares of Salesforce in a research report on Tuesday, August 25th. Susquehanna assumed coverage on Salesforce in a research report on Wednesday, July 1st. They set a "neutral" rating for the company. UBS Group restated a "buy" rating on shares of Salesforce in a research note on Friday. Evercore reiterated an "outperform" rating on shares of Salesforce in a research note on Thursday, August 27th. Finally, CLSA began coverage on shares of Salesforce in a report on Monday, July 20th. They set a "hold" rating and a $165.00 price target for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, Salesforce has an average rating of "Moderate Buy" and a consensus price target of $267.12.

Insiders Place Their Bets

In other Salesforce news, Director Craig Conway sold 4,500 shares of the company's stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $260.61, for a total transaction of $1,172,745.00. Following the completion of the sale, the director directly owned 5,437 shares of the company's stock, valued at approximately $1,416,936.57. This represents a 45.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 3.50% of the company's stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce and NVIDIA introduced Koa, Salesforce’s first CRM-specific reasoning model for Agentforce. Built on NVIDIA’s open-weight Nemotron technology, Koa is designed to reason over customer and business data, potentially improving the accuracy and usefulness of enterprise AI agents. Salesforce, Nvidia Introduce CRM Reasoning Model for Agentforce
• Positive Sentiment: The Koa launch strengthens Salesforce’s partnership with NVIDIA and gives CRM a differentiated, industry-specific AI offering. Investors may view Salesforce’s large enterprise customer base and distribution network as an advantage in monetizing Agentforce and expanding customer spending. Salesforce, NVIDIA unveil CRM domain-specific reasoning model
• Positive Sentiment: Salesforce continues expanding its AI ecosystem. Outreach is joining AgentExchange, while Copado and Brillio are adding tools and implementation support for governed AI agents. Deeper integrations with AWS and Google Cloud, plus a Siemens industrial partnership, could broaden enterprise adoption. Salesforce sees fresh partner tools push Agentic AI into enterprise workflows
• Neutral Sentiment: Dreamforce is the immediate catalyst. Traders expect meaningful stock volatility as management discusses Koa, Agentforce adoption, AI monetization, and future growth. Positive commentary could support the shares, but investors may demand evidence that AI is translating into material revenue acceleration. How much traders see Salesforce stock moving after Dreamforce
• Neutral Sentiment: Analyst opinions remain mixed. The bullish case points to Salesforce’s enterprise distribution and rapid Agentforce growth, while the more cautious view focuses on whether AI investments can restart organic growth and justify a higher valuation. Salesforce’s AI distribution advantage could restart growth
• Negative Sentiment: The stock is also being pressured by a broader AI-trade pullback after commentary about a possible slowdown in frontier-model development. Although Salesforce may benefit from enterprise AI inference and infrastructure demand, sector-wide risk reduction is weighing on sentiment ahead of its event. AI trade stumbles as CEOs talk model slowdown

About Salesforce

Salesforce, Inc is a cloud-based software company that provides customer relationship management (CRM) technology and related enterprise applications. Its platform helps organizations manage sales, customer service, marketing, commerce, data analytics and business operations through subscription-based software and cloud services.

The company's product portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud and the Salesforce Platform. Salesforce also offers Slack for workplace collaboration, Tableau for data visualization and analytics, MuleSoft for application integration, and artificial intelligence capabilities, including its Agentforce platform for building and deploying AI agents.

Founded in 1999, Salesforce is headquartered in San Francisco, California, and serves businesses and organizations across a broad range of industries and geographic markets worldwide.

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