WealthShield Partners LLC Buys Shares of 13,630 Salesforce Inc. $CRM

Key Points

• WealthShield Partners purchased 13,630 Salesforce shares during the second quarter, worth approximately $2.14 million. Institutional investors collectively own 80.43% of CRM’s outstanding stock.
• Salesforce has a favorable upcoming earnings setup, with analysts maintaining generally positive ratings and a consensus price target of $249.87. Investors are watching revenue, EPS and the company’s ability to monetize AI-powered enterprise workflows.
• Risks include higher leverage after Salesforce funded part of its record $27 billion buyback with $25 billion in new debt, while slower growth or disappointing AI adoption could raise concerns about the stock becoming a value trap.

WealthShield Partners LLC purchased a new stake in Salesforce Inc. (NYSE:CRM - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 13,630 shares of the CRM provider's stock, valued at approximately $2,141,000.

A number of other hedge funds have also modified their holdings of the business. Commonwealth Retirement Investments LLC acquired a new stake in shares of Salesforce during the 4th quarter worth about $25,000. Gilpin Wealth Management LLC acquired a new position in Salesforce in the fourth quarter valued at about $26,000. Persistent Asset Partners Ltd acquired a new position in Salesforce in the second quarter valued at about $27,000. Costello Asset Management INC boosted its stake in Salesforce by 410.3% during the first quarter. Costello Asset Management INC now owns 148 shares of the CRM provider's stock worth $28,000 after buying an additional 119 shares during the period. Finally, Gables Capital Management Inc. purchased a new position in Salesforce during the second quarter worth about $28,000. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories 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 Trading Up 1.8%

Shares of CRM stock opened at $209.20 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 stock has a market capitalization of $171.33 billion, a P/E ratio of 24.21, a price-to-earnings-growth ratio of 1.13 and a beta of 1.16. The company has a 50 day moving average price of $174.33 and a 200 day moving average price of $181.56. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $269.11.

Salesforce (NYSE:CRM - Get Free Report) last announced its 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. The firm had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. Salesforce had a net margin of 18.73% and a return on equity of 18.72%. The firm's revenue for the quarter was up 13.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.58 EPS. Salesforce has set its FY 2027 guidance at 14.060-14.120 EPS and its Q2 2027 guidance at 3.250-3.270 EPS. Equities research analysts predict that Salesforce Inc. will post 10.27 EPS for the current fiscal year.

Salesforce Dividend Announcement

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

Analyst Ratings Changes

A number of research firms have recently issued reports on CRM. Evercore reissued an "outperform" rating on shares of Salesforce in a research note on Tuesday, July 14th. CLSA assumed coverage on shares of Salesforce in a research report on Monday, July 20th. They set a "hold" rating and a $165.00 price objective for the company. Wedbush initiated coverage on Salesforce in a research note on Wednesday, July 1st. They set an "outperform" rating on the stock. Truist Financial lowered Salesforce from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, July 1st. Finally, B. Riley Financial lifted their price objective on Salesforce from $205.00 to $240.00 and gave the company a "buy" rating in a research note on Thursday, May 28th. Two investment 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 given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $249.87.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source