Partners Capital Investment Group LLP Has $8.11 Million Stock Holdings in Salesforce Inc. $CRM

Key Points

• Partners Capital Investment Group LLP increased its stake in Salesforce Inc. by 89.1%, holding 30,226 shares valued at approximately $8.11 million.
• Salesforce's CEO, Marc Benioff, sold 2,250 shares for $585,675, reducing his ownership by 0.02% to about 11.96 million shares.
• Salesforce has set its FY 2026 guidance at 11.270-11.330 EPS, with Q2 2026 guidance at 2.760-2.780 EPS, while analysts expect a 7.46 EPS for the current year.

Partners Capital Investment Group LLP lifted its stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) by 89.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 30,226 shares of the CRM provider's stock after purchasing an additional 14,241 shares during the quarter. Partners Capital Investment Group LLP's holdings in Salesforce were worth $8,111,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in CRM. Bernard Wealth Management Corp. bought a new position in Salesforce in the fourth quarter valued at about $25,000. Accredited Wealth Management LLC bought a new stake in Salesforce during the 4th quarter worth approximately $27,000. Capital A Wealth Management LLC grew its holdings in Salesforce by 450.0% during the 1st quarter. Capital A Wealth Management LLC now owns 110 shares of the CRM provider's stock worth $30,000 after acquiring an additional 90 shares during the last quarter. CBIZ Investment Advisory Services LLC grew its holdings in Salesforce by 314.8% during the 1st quarter. CBIZ Investment Advisory Services LLC now owns 112 shares of the CRM provider's stock worth $30,000 after acquiring an additional 85 shares during the last quarter. Finally, Abound Financial LLC bought a new stake in Salesforce during the 1st quarter worth approximately $31,000. 80.43% of the stock is owned by institutional investors.

Salesforce Trading Down 0.4%

Shares of NYSE:CRM traded down $0.9360 during trading on Monday, reaching $247.3540. The stock had a trading volume of 2,442,581 shares, compared to its average volume of 7,208,324. The firm's fifty day moving average is $258.37 and its 200 day moving average is $271.51. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.07 and a current ratio of 1.07. Salesforce Inc. has a 52 week low of $226.48 and a 52 week high of $369.00. The stock has a market cap of $236.47 billion, a price-to-earnings ratio of 38.71, a P/E/G ratio of 2.25 and a beta of 1.37.

Salesforce (NYSE:CRM - Get Free Report) last released its earnings results on Wednesday, May 28th. The CRM provider reported $2.58 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.55 by $0.03. Salesforce had a net margin of 16.08% and a return on equity of 12.94%. The company had revenue of $9.83 billion for the quarter, compared to the consensus estimate of $9.74 billion. During the same quarter in the previous year, the company earned $2.44 EPS. Salesforce's quarterly revenue was up 7.6% compared to the same quarter last year. Salesforce has set its FY 2026 guidance at 11.270-11.330 EPS. Q2 2026 guidance at 2.760-2.780 EPS. As a group, equities analysts forecast that Salesforce Inc. will post 7.46 EPS for the current fiscal year.

Salesforce Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, July 10th. Investors of record on Wednesday, June 18th were given a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Wednesday, June 18th. Salesforce's payout ratio is presently 25.98%.

Insider Activity

In related news, CEO Marc Benioff sold 2,250 shares of the business's stock in a transaction on Wednesday, July 16th. The shares were sold at an average price of $257.02, for a total transaction of $578,295.00. Following the transaction, the chief executive officer owned 11,911,571 shares in the company, valued at $3,061,511,978.42. The trade was a 0.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders have sold 52,577 shares of company stock worth $13,528,188. 3.00% of the stock is owned by insiders.

Analysts Set New Price Targets

Several analysts recently weighed in on CRM shares. UBS Group reduced their price objective on shares of Salesforce from $300.00 to $260.00 and set a "neutral" rating on the stock in a research note on Monday, August 18th. Stephens reduced their price objective on shares of Salesforce from $311.00 to $309.00 and set an "equal weight" rating on the stock in a research note on Friday, May 30th. Citigroup reduced their price objective on shares of Salesforce from $320.00 to $295.00 and set a "neutral" rating on the stock in a research note on Friday, May 30th. Needham & Company LLC reissued a "buy" rating and issued a $400.00 price objective on shares of Salesforce in a research note on Wednesday, May 28th. Finally, Piper Sandler upped their price objective on shares of Salesforce from $315.00 to $335.00 and gave the company an "overweight" rating in a research note on Wednesday, May 28th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, Salesforce has an average rating of "Moderate Buy" and a consensus target price of $342.89.

Salesforce Company Profile

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.