Signature Equity Partners LLC Raises Stock Holdings in Salesforce Inc. $CRM

Signature Equity Partners LLC raised its holdings in Salesforce Inc. (NYSE:CRM) by 145.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,200 shares of the CRM provider’s stock after purchasing an additional 3,082 shares during the period. Signature Equity Partners LLC’s holdings in Salesforce were worth $971,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in Salesforce by 13.7% during the fourth quarter. Brighton Jones LLC now owns 25,668 shares of the CRM provider’s stock valued at $8,582,000 after purchasing an additional 3,102 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Salesforce by 12.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,827 shares of the CRM provider’s stock worth $611,000 after purchasing an additional 205 shares in the last quarter. Bison Wealth LLC raised its position in shares of Salesforce by 9.0% during the 4th quarter. Bison Wealth LLC now owns 2,234 shares of the CRM provider’s stock worth $747,000 after purchasing an additional 184 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Salesforce by 3.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,958 shares of the CRM provider’s stock worth $807,000 after purchasing an additional 106 shares during the last quarter. Finally, United Bank lifted its stake in Salesforce by 5.2% in the 2nd quarter. United Bank now owns 10,198 shares of the CRM provider’s stock valued at $2,781,000 after buying an additional 500 shares in the last quarter. 80.43% of the stock is currently owned by hedge funds and other institutional investors.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Some analysts still see Salesforce as undervalued versus its growth prospects, citing its AI pivot, stronger earnings revisions, and relatively attractive valuation compared with peers. Salesforce vs. Adobe: Which Enterprise Software Stock Has the Edge?
• Positive Sentiment: Salesforce is also getting attention for AI-related opportunities, including broader adoption of its Missionforce platform by the U.S. Air Force for fleet management, which supports the company’s enterprise and government cloud story. Salesforce (CRM) Lands Broad Air Force Role Managing A Global Military Vehicle Fleet
• Neutral Sentiment: Momentum appears to be stabilizing across beaten-down software names, but investor sentiment remains cautious as AI fears continue to cloud the sector’s growth outlook. CRM, WDAY, TEAM Bounce Back: Can Momentum Continue?
• Neutral Sentiment: Separate reports noted Salesforce remains widely watched by investors, with some articles arguing the stock still has upside from current levels, though conviction is mixed. Salesforce Cratered 33% in 2026. One Analyst Sees It Exploding Nearly 200%
• Negative Sentiment: Reports that Morgan Stanley cut its rating and price target are the most direct reason for weakness, as the bank sees only balanced risk/reward without a meaningful growth catalyst. Morgan Stanley Slashes Salesforce Price Target By 35%
• Negative Sentiment: More bearish commentary highlighted that AI-enabled rivals and low-cost CRM alternatives could pressure Salesforce’s pricing power and long-term growth. Curative CEO says company ditched a $600k-a-year Salesforce contract after vibecoding a CRM in 2 months
• Negative Sentiment: Fresh competition headlines around AI sales tools, plus speculation about a new Slack rival from Jack Dorsey, add to concerns that Salesforce’s ecosystem could face more competitive pressure. Twitter Founder Jack Dorsey is Making a New Slack — Should Salesforce Investors Be Worried?

Analyst Upgrades and Downgrades

Several equities research analysts have commented on CRM shares. Jefferies Financial Group upgraded Salesforce from a “buy” rating to a “buy” rating in a research note on Wednesday, July 1st. 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. Macquarie Infrastructure dropped their price target on Salesforce from $200.00 to $190.00 and set a “neutral” rating for the company in a research report on Thursday, May 28th. Barclays raised Salesforce from an “overweight” rating to an “overweight” rating in a research note on Thursday, June 18th. Finally, Morgan Stanley restated an “equal weight” rating and issued a $185.00 price objective (down from $287.00) on shares of Salesforce in a report on Tuesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, seventeen have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and a consensus price target of $249.51.

Salesforce Trading Down 3.9%

Shares of Salesforce stock opened at $163.37 on Thursday. The stock has a 50 day moving average of $170.50 and a 200 day moving average of $188.64. 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 has a market capitalization of $133.80 billion, a price-to-earnings ratio of 18.91, a PEG ratio of 0.92 and a beta of 1.18. Salesforce Inc. has a fifty-two week low of $146.32 and a fifty-two week high of $274.00.

Salesforce (NYSE:CRM) 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 return on equity of 18.72% and a net margin of 18.73%.The company had revenue of $11.13 billion for the quarter, compared to the consensus estimate of $11.05 billion. During the same quarter in the previous year, the business earned $2.58 earnings per share. 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, research analysts predict that Salesforce Inc. will post 10.29 earnings per share for the current 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 given a $0.44 dividend. The ex-dividend date of this dividend was 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%.

About Salesforce

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.