Salesforce Inc. $CRM Stock Holdings Increased by Quadrant Capital Group LLC

Key Points

• Quadrant Capital Group increased its Salesforce stake by 105.6% in the third quarter, adding 11,085 shares to own 21,585 shares worth approximately $5.14 million.
• Other institutional investors also initiated or expanded Salesforce positions, with institutional ownership reaching 80.43% of the company’s outstanding stock.
• Salesforce agreed to acquire Braze for about $5.66 billion, aiming to strengthen its marketing and AI capabilities, though investors are weighing the deal’s premium, integration challenges and capital-allocation risks. Analysts maintain a “Moderate Buy” consensus with an average price target of $278.40.

Quadrant Capital Group LLC raised its holdings in Salesforce Inc. (NYSE:CRM - Free Report) by 105.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,585 shares of the CRM provider's stock after acquiring an additional 11,085 shares during the quarter. Quadrant Capital Group LLC's holdings in Salesforce were worth $5,137,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Robbins Farley acquired a new position in shares of Salesforce during the 3rd quarter worth $459,000. Benchmark Financial Wealth Advisors LLC bought a new position in shares of Salesforce during the 3rd quarter valued at $388,000. Sulzberger Capital Advisors Inc. bought a new position in shares of Salesforce during the 3rd quarter valued at $285,000. Cohen Investment Advisors LLC raised its holdings in shares of Salesforce by 2.2% during the 3rd quarter. Cohen Investment Advisors LLC now owns 13,907 shares of the CRM provider's stock valued at $3,193,000 after purchasing an additional 295 shares in the last quarter. Finally, Integrated Advisors Network LLC lifted its stake in shares of Salesforce by 9.2% in the 3rd quarter. Integrated Advisors Network LLC now owns 6,650 shares of the CRM provider's stock valued at $1,527,000 after purchasing an additional 558 shares during the last quarter. 80.43% of the stock is owned by institutional investors.

More Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce will acquire Braze for approximately $5.66 billion in enterprise value, with Braze shareholders receiving $47.50 in cash per Class A share. Braze’s real-time customer-engagement tools could strengthen Salesforce’s marketing cloud, improve customer personalization and create cross-selling opportunities across its CRM platform. Salesforce Signs Definitive Agreement to Acquire Braze
• Positive Sentiment: The transaction reinforces Salesforce’s broader AI strategy. Investors have recently rewarded evidence of improving growth, including rising remaining performance obligations and annual recurring revenue from Salesforce’s AI and data products approaching $4 billion. Braze could provide another channel for that growth. What Did Salesforce Stock Investors Miss Before The Run?
• Neutral Sentiment: The acquisition places customer-engagement and AI marketing software in greater focus across the sector. Braze surged and rival Klaviyo also gained, suggesting investors see strategic value in the category, although the benefits to Salesforce will depend on successful integration and customer adoption. Salesforce to acquire Braze in a $5.66 billion deal
• Negative Sentiment: CRM’s decline reflects concerns about paying a substantial premium—$47.50 represents roughly 58% above Braze’s previous closing price—and whether the acquisition can generate sufficient returns. The all-cash transaction also increases near-term capital-allocation and execution risk while Salesforce works to reaccelerate growth.
• Negative Sentiment: The announcement follows a roughly 42.8% Salesforce rally from July 21 through October 19, leaving the stock vulnerable to profit-taking and higher expectations. Investors may now want clearer details on synergies, financing and the deal’s effect on Salesforce’s earnings outlook before assigning further upside.

Insider Buying and Selling at Salesforce

In other news, Director David Blair Kirk purchased 4,176 shares of the firm's stock in a transaction on Friday, September 18th. The stock was bought at an average cost of $239.33 per share, for a total transaction of $999,442.08. Following the completion of the acquisition, the director directly owned 18,748 shares of the company's stock, valued at approximately $4,486,958.84. The trade was a 28.66% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, 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 sale, the director owned 5,437 shares of the company's stock, valued at $1,416,936.57. This trade represents a 45.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 3.50% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on CRM shares. Cantor Fitzgerald reiterated an "overweight" rating and issued a $300.00 price objective on shares of Salesforce in a report on Thursday, September 17th. Needham & Company LLC reissued a "buy" rating on shares of Salesforce in a research report on Thursday, September 17th. CLSA initiated coverage on Salesforce in a report on Monday, July 20th. They set a "hold" rating and a $165.00 target price on the stock. Sanford C. Bernstein restated an "outperform" rating on shares of Salesforce in a report on Thursday, August 27th. Finally, Stifel Nicolaus boosted their price target on Salesforce from $275.00 to $300.00 and gave the stock a "buy" rating in a research report on Thursday, September 17th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, thirteen have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $278.40.

Salesforce Trading Up 0.1%

Shares of CRM stock opened at $242.77 on Wednesday. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 1.02. The business's 50 day moving average is $233.29 and its two-hundred day moving average is $195.68. The company has a market cap of $199.80 billion, a PE ratio of 22.13, a price-to-earnings-growth ratio of 1.10 and a beta of 1.26.

Salesforce (NYSE:CRM - Get Free Report) last released its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 EPS for the quarter, beating analysts' consensus estimates of $3.27 by $2.63. Salesforce had a net margin of 21.99% and a return on equity of 24.90%. The company had revenue of $11.35 billion for the quarter, compared to analyst estimates of $11.33 billion. During the same quarter last year, the firm posted $2.91 earnings per share. The company's quarterly revenue was up 10.8% compared to the same quarter last year. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. Equities analysts predict that Salesforce Inc. will post 12.82 EPS for the current year.

Salesforce Announces Dividend

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

Salesforce Company Profile

Salesforce, Inc NYSE: CRM is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company's products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.

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