Tejara Capital Ltd Invests $1.47 Million in Salesforce Inc. $CRM

Key Points

• Tejara Capital bought 9,400 Salesforce shares during the second quarter, valued at approximately $1.47 million. Institutional investors collectively own about 80.43% of the company.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $249.87, although some firms maintain underperform ratings and have lowered their targets.
• Salesforce exceeded quarterly earnings expectations, reporting $3.88 in EPS and $11.13 billion in revenue, up 13.3% year over year. The company also declared a $0.44 quarterly dividend, equal to a 0.9% annualized yield.

Tejara Capital Ltd bought a new stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,400 shares of the CRM provider's stock, valued at approximately $1,473,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Commonwealth Retirement Investments LLC purchased a new stake in Salesforce during the fourth quarter valued at approximately $25,000. Gilpin Wealth Management LLC purchased a new stake in shares of Salesforce in the fourth quarter valued at $26,000. Persistent Asset Partners Ltd purchased a new stake in shares of Salesforce in the second quarter valued at $27,000. Costello Asset Management INC lifted its holdings in shares of Salesforce by 410.3% in the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider's stock worth $28,000 after acquiring an additional 119 shares during the last quarter. Finally, Gables Capital Management Inc. purchased a new position in shares of Salesforce during the 2nd quarter worth about $28,000. Hedge funds and other institutional investors own 80.43% of the company's stock.

Analyst Upgrades and Downgrades

CRM has been the subject of several recent analyst reports. Raymond James Financial restated a "strong-buy" rating on shares of Salesforce in a research report on Tuesday, July 21st. Sanford C. Bernstein dropped their price objective on Salesforce from $194.00 to $173.00 and set an "underperform" rating for the company in a report on Thursday, May 28th. Bank of America began coverage on Salesforce in a research note on Monday, May 18th. They issued an "underperform" rating and a $160.00 target price on the stock. Royal Bank Of Canada lowered shares of Salesforce from a "sector perform" rating to a "sector perform" rating in a research note on Wednesday, July 1st. Finally, BTIG Research reaffirmed a "buy" rating and issued a $255.00 price target on shares of Salesforce in a research note on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eighteen have assigned a Hold rating and three have issued a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $249.87.

Salesforce Stock Down 0.2%

Shares of Salesforce stock opened at $205.61 on Friday. 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 stock has a market cap of $168.39 billion, a price-to-earnings ratio of 23.80, a PEG ratio of 1.11 and a beta of 1.16. The firm's 50-day moving average is $173.47 and its two-hundred day moving average is $181.36. Salesforce Inc. has a 1 year low of $146.32 and a 1 year high of $269.11.

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

Salesforce Announces Dividend

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

Key Headlines Impacting Salesforce

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 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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