Titan Investment Solutions Ltd Makes New $22.05 Million Investment in Salesforce Inc. $CRM

Key Points

• Titan Investment Solutions Ltd opened a new position in Salesforce during the fourth quarter, buying 83,246 shares valued at about $22.05 million. Salesforce now represents roughly 2.7% of Titan’s portfolio.
• Several other major institutional investors also increased their stakes, and 80.43% of Salesforce shares are held by institutions, underscoring broad professional ownership of the stock.
• Salesforce’s latest quarter beat expectations with EPS of $3.88 on $11.13 billion in revenue, while the company also authorized a $25 billion share buyback and announced a quarterly dividend of $0.44 per share.

Titan Investment Solutions Ltd bought a new position in Salesforce Inc. (NYSE:CRM - Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 83,246 shares of the CRM provider's stock, valued at approximately $22,053,000. Salesforce makes up about 2.7% of Titan Investment Solutions Ltd's portfolio, making the stock its 15th largest holding.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in Salesforce by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 89,843,166 shares of the CRM provider's stock worth $23,800,353,000 after acquiring an additional 270,913 shares in the last quarter. State Street Corp grew its stake in Salesforce by 0.3% in the 3rd quarter. State Street Corp now owns 49,420,657 shares of the CRM provider's stock worth $11,732,966,000 after acquiring an additional 159,739 shares in the last quarter. Capital International Investors grew its stake in Salesforce by 13.3% in the 4th 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 in the last quarter. Geode Capital Management LLC grew its stake in Salesforce by 3.8% in the 4th 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 in the last quarter. Finally, Capital World Investors grew its stake in Salesforce by 13.5% in the 4th quarter. Capital World Investors now owns 19,672,684 shares of the CRM provider's stock worth $5,211,515,000 after acquiring an additional 2,347,478 shares in the last quarter. 80.43% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, Director Laura Alber bought 2,571 shares of the firm's stock in a transaction that occurred on Thursday, March 19th. The stock was bought at an average price of $194.58 per share, with a total value of $500,265.18. Following the completion of the transaction, the director directly owned 9,530 shares of the company's stock, valued at approximately $1,854,347.40. The trade was a 36.94% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Blair Kirk bought 2,570 shares of the firm's stock in a transaction that occurred on Wednesday, March 18th. The shares were purchased at an average cost of $194.62 per share, with a total value of $500,173.40. Following the transaction, the director directly owned 13,689 shares of the company's stock, valued at $2,664,153.18. The trade was a 23.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 3.50% of the company's stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce’s latest quarter was strong, with revenue of $11.13 billion, EPS of $3.88, and AI/data ARR rising to $3.4 billion; Agentforce alone reached $1.2 billion in ARR, reinforcing the company’s AI growth story and supporting the bullish case. Article Title
• Positive Sentiment: Erste Group Bank raised its earnings expectations for Salesforce, estimating FY2027 EPS at $10.17 and FY2028 EPS at $11.07, which suggests confidence in longer-term profitability. Article Title
• Positive Sentiment: Salesforce is getting renewed attention from market watchers, and several articles highlight that its AI pivot and low valuation could attract investors if execution continues to improve. Article Title
• Neutral Sentiment: Salesforce is also being discussed in the context of broader software-sector weakness, with investors favoring AI infrastructure and chip names over traditional subscription software. Article Title
• Negative Sentiment: Salesforce announced another round of layoffs tied to its AI and Marketing Cloud teams, signaling restructuring pressure as it shifts toward AI-focused and usage-based monetization models. Article Title
• Negative Sentiment: Several reports note that CRM shares are near 52-week lows as investors worry the market is rotating away from legacy software names, keeping pressure on the stock despite solid fundamentals. Article Title

Salesforce Price Performance

NYSE CRM opened at $166.07 on Friday. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.79 and a current ratio of 0.79. The firm's 50 day moving average price is $180.10 and its 200-day moving average price is $206.89. Salesforce Inc. has a 52-week low of $161.40 and a 52-week high of $276.80. The company has a market cap of $136.01 billion, a PE ratio of 19.22, a P/E/G ratio of 1.04 and a beta of 1.16.

Salesforce (NYSE:CRM - Get Free Report) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $11.05 billion. During the same period last year, the firm earned $2.58 earnings per share. The company'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. Sell-side analysts forecast that Salesforce Inc. will post 10.29 EPS for the current fiscal year.

Salesforce announced that its board has approved a share buyback plan on Monday, March 16th that permits the company to buyback $25.00 billion in shares. This buyback authorization permits the CRM provider to reacquire up to 14.1% of its shares through open market purchases. Shares buyback plans are usually a sign that the company's leadership believes its stock is undervalued.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Thursday, June 11th will be given a dividend of $0.44 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $1.76 dividend on an annualized basis and a yield of 1.1%. Salesforce's dividend payout ratio is presently 20.37%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on CRM shares. Morgan Stanley dropped their target price on shares of Salesforce from $398.00 to $287.00 and set an "overweight" rating on the stock in a research note on Monday, February 23rd. B. Riley Financial increased their price objective on shares of Salesforce from $205.00 to $240.00 and gave the company a "buy" rating in a research note on Thursday, May 28th. Canaccord Genuity Group dropped their price objective on shares of Salesforce from $250.00 to $225.00 and set a "buy" rating on the stock in a research note on Thursday, May 28th. JPMorgan Chase & Co. dropped their price objective on shares of Salesforce from $365.00 to $320.00 and set an "overweight" rating on the stock in a research note on Thursday, February 26th. Finally, Cantor Fitzgerald reiterated an "overweight" rating and set a $250.00 price objective on shares of Salesforce in a research note on Thursday, May 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $259.26.

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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