Silvant Capital Management LLC Takes $1.43 Million Position in Salesforce Inc. $CRM

Key Points

• Silvant Capital Management acquired 9,100 Salesforce shares worth approximately $1.43 million in the second quarter. Institutional investors collectively own 80.43% of CRM.
• Analysts maintain a generally positive outlook, with Salesforce carrying a “Moderate Buy” consensus rating and an average price target of $249.87 versus its reported price of $205.61.
• Salesforce exceeded its latest quarterly earnings and revenue estimates, reporting $3.88 in EPS and $11.13 billion in revenue, while paying a quarterly dividend of $0.44 per share.

Silvant Capital Management LLC purchased a new stake in Salesforce Inc. (NYSE:CRM - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 9,100 shares of the CRM provider's stock, valued at approximately $1,426,000.

Several other large investors also recently added to or reduced their stakes in CRM. LaSalle St. Investment Advisors LLC bought a new stake in Salesforce during the second quarter worth approximately $276,000. Advisors Preferred LLC bought a new stake in shares of Salesforce in the 2nd quarter valued at approximately $1,977,000. Fairtree Asset Management Pty Ltd bought a new stake in shares of Salesforce in the 2nd quarter valued at approximately $3,152,000. Oxford Financial Group LTD. LLC purchased a new position in shares of Salesforce in the 2nd quarter worth approximately $493,000. Finally, Kilter Group LLC purchased a new position in shares of Salesforce in the 2nd quarter worth approximately $30,000. 80.43% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on CRM shares. Wells Fargo & Company raised their target price on shares of Salesforce from $200.00 to $205.00 and gave the stock an "equal weight" rating in a report on Wednesday, August 12th. Weiss Ratings raised shares of Salesforce from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Wednesday, August 12th. Truist Financial cut Salesforce from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, July 1st. Barclays raised Salesforce from an "overweight" rating to an "overweight" rating in a research note on Thursday, June 18th. Finally, Evercore reiterated an "outperform" rating on shares of Salesforce in a research note on Tuesday, July 14th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, eighteen have given a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $249.87.

Salesforce Trading Down 0.2%

NYSE:CRM opened at $205.61 on Friday. The stock has a market capitalization of $168.39 billion, a price-to-earnings ratio of 23.80, a PEG ratio of 1.11 and a beta of 1.16. Salesforce Inc. has a 52 week low of $146.32 and a 52 week high of $269.11. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The firm has a 50 day moving average of $173.47 and a 200 day moving average of $181.36.

Salesforce (NYSE:CRM - Get Free Report) last issued its quarterly 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. Salesforce had a return on equity of 18.72% and a net margin of 18.73%.The business had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same period in the prior year, the firm posted $2.58 earnings per share. The business's quarterly revenue was up 13.3% on a year-over-year basis. 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, sell-side analysts anticipate that Salesforce Inc. will post 10.27 earnings per share for the current fiscal year.

Salesforce Announces Dividend

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

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analyst targets imply upside. Guggenheim reaffirmed its “buy” rating with a $228 price target, while Cantor Fitzgerald maintained an “overweight” rating and a $250 target. Cantor expects Salesforce to capture a meaningful share of next-generation agentic workflows. Guggenheim analyst rating Cantor Fitzgerald analyst comments
• Positive Sentiment: Agentforce momentum is a key bullish argument. Salesforce’s Agentforce annual recurring revenue reportedly surged 205% as customer adoption increased, strengthening the case that its AI offering can support growth and deepen customer integration. Agentforce AI analysis
• Positive Sentiment: New product distribution could expand Salesforce’s ecosystem. Agiloft announced Agiloft for Salesforce on Salesforce AgentExchange, while Salesforce is expanding its Headless 360 portfolio. These developments highlight efforts to make its platform more flexible and useful for enterprise AI and workflow applications. Agiloft for Salesforce announcement Headless 360 expansion
• Neutral Sentiment: Earnings are the immediate test. Salesforce is expected to report fiscal Q2 2027 results on August 26. Investors are looking for evidence that AI adoption is translating into revenue growth and sustainable guidance; recent commentary points to expectations for earnings growth but does not establish a likely beat. Salesforce earnings preview
• Neutral Sentiment: Valuation and strategic positioning remain debated. Some coverage calls CRM a long-term value opportunity, while other analysis questions whether it could be a value trap. Salesforce’s potential indirect exposure to Anthropic also adds interest, but the benefit depends on future commercial partnerships and adoption. Salesforce value trap analysis
• Negative Sentiment: Analyst support has not resolved investor concerns. Commentary notes that repeated upgrades have failed to produce a durable rerating, keeping the focus on August 26 results rather than opinion changes from Wall Street. Analyst upgrades and Salesforce earnings
• Negative Sentiment: Salesforce may lack the setup for an earnings beat. Zacks said CRM does not currently have the right combination of indicators that typically supports a likely earnings surprise, raising the risk of disappointment if guidance or AI monetization falls short. Salesforce earnings expectations

Salesforce Company 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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