Trillium Asset Management LLC Invests $427,000 in Salesforce Inc. $CRM

Key Points

• Trillium Asset Management acquired 2,723 Salesforce shares worth approximately $427,000 in the second quarter, while institutional investors collectively own 80.43% of the company.
• Salesforce has a favorable analyst outlook, with a “Moderate Buy” consensus rating and an average price target of $249.87, supported by expectations for AI-driven growth and upcoming earnings.
• Risks include rising leverage: Salesforce’s large share-repurchase program was partly funded with $25 billion in new debt, increasing interest obligations if growth or AI monetization falls short.

Trillium Asset Management LLC acquired a new stake in shares of Salesforce Inc. (NYSE:CRM - Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,723 shares of the CRM provider's stock, valued at approximately $427,000.

A number of other institutional investors also recently bought and sold shares of the company. Commonwealth Retirement Investments LLC bought a new stake in shares of Salesforce during the 4th quarter valued at $25,000. Gilpin Wealth Management LLC bought a new stake in Salesforce in the 4th quarter worth approximately $26,000. Persistent Asset Partners Ltd purchased a new stake in Salesforce during the second quarter valued at $27,000. Costello Asset Management INC raised its position in shares of Salesforce by 410.3% during the 1st quarter. Costello Asset Management INC now owns 148 shares of the CRM provider's stock valued at $28,000 after buying an additional 119 shares in the last quarter. Finally, Gables Capital Management Inc. bought a new stake in shares of Salesforce in the 2nd quarter valued at approximately $28,000. Institutional investors own 80.43% of the company's stock.

Key Headlines Impacting Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Favorable earnings setup: Oppenheimer and other analysts see potential upside from Salesforce’s upcoming results, while market expectations point to a possible post-earnings move toward the stock’s highest level since January. Salesforce Faces Favorable Second-Quarter Setup With Upside Potential How Much Salesforce Stock Is Expected to Move After Earnings
• Positive Sentiment: Analyst support: Guggenheim reaffirmed a Buy rating with a $228 price target, while Cantor Fitzgerald maintained an Overweight rating and set a $250 target. The calls reflect confidence that Salesforce can capture demand for next-generation AI-powered, “agentic” enterprise workflows. Cantor Fitzgerald Salesforce Analyst Comment
• Positive Sentiment: Growth and capital returns: Zacks characterizes Salesforce as a strong growth stock, while a report highlights a record $27 billion quarterly share repurchase program. Buybacks could support earnings per share and signal that management views the shares as undervalued. Why Salesforce Is a Strong Growth Stock Salesforce Record Stock Buybacks
• Neutral Sentiment: Results are the next catalyst: Analysts are focused on revenue, EPS, and operating metrics for the quarter ended July 2026. Salesforce previously reported $11.13 billion of quarterly revenue, up 13.3% year over year, and EPS of $3.88, above consensus. Salesforce Q2 Earnings Estimates
• Neutral Sentiment: AI platform positioning: Coverage comparing Salesforce with ServiceNow suggests investors are rotating toward enterprise application software as AI investment broadens beyond hardware. Salesforce’s Headless 360 strategy and the Agiloft integration on AgentExchange offer additional evidence of ecosystem expansion. Salesforce Versus ServiceNow
• Negative Sentiment: Risks remain: The buybacks were funded partly with $25 billion of new debt, increasing leverage and interest obligations. Separate commentary questions whether Salesforce could become a value trap if growth slows or AI monetization disappoints. Salesforce Value Trap Analysis

Salesforce Stock Performance

CRM stock opened at $209.20 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. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11. The business has a 50-day moving average price of $174.33 and a 200 day moving average price of $181.56. The company has a market capitalization of $171.33 billion, a P/E ratio of 24.21, a PEG ratio of 1.11 and a beta of 1.16.

Salesforce (NYSE:CRM - Get Free Report) last posted its earnings results on Wednesday, May 27th. The CRM provider reported $3.88 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 business had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter last year, the firm posted $2.58 EPS. The company's revenue for the quarter 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, equities research analysts forecast that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were paid a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.8%. The ex-dividend date was Thursday, June 11th. Salesforce's payout ratio is 20.37%.

Analyst Ratings Changes

A number of research firms recently commented on CRM. Raymond James Financial reaffirmed a "strong-buy" rating on shares of Salesforce in a research note on Tuesday, July 21st. BTIG Research reissued a "buy" rating and set a $255.00 price target on shares of Salesforce in a research note on Tuesday, May 26th. Wells Fargo & Company boosted their price objective on Salesforce from $200.00 to $205.00 and gave the company an "equal weight" rating in a report on Wednesday, August 12th. Susquehanna assumed coverage on Salesforce in a research note on Wednesday, July 1st. They issued a "neutral" rating on the stock. Finally, Monness Crespi & Hardt lifted their target price on Salesforce from $200.00 to $222.00 and gave the stock a "buy" rating in a research report on Thursday, August 13th. Two equities research 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 data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $249.87.

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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