Salesforce Inc. $CRM Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its position in Salesforce Inc. (NYSE:CRM) by 10.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 7,953,999 shares of the CRM provider’s stock after selling 917,304 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Salesforce were worth $1,246,073,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CRM. Commonwealth Retirement Investments LLC acquired a new stake in Salesforce during the 4th quarter valued at approximately $25,000. Gilpin Wealth Management LLC purchased a new position in shares of Salesforce during the fourth quarter worth $26,000. Birchwood Financial Partners Inc. purchased a new position in shares of Salesforce during the fourth quarter worth $28,000. Swiss RE Ltd. acquired a new position in Salesforce during the fourth quarter valued at $28,000. Finally, Dogwood Wealth Management LLC grew its position in Salesforce by 285.7% during the 4th quarter. Dogwood Wealth Management LLC now owns 108 shares of the CRM provider’s stock worth $29,000 after purchasing an additional 80 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Trading Up 1.8%

CRM stock opened at $256.60 on Friday. Salesforce Inc. has a 12-month low of $146.32 and a 12-month high of $269.11. The business’s 50-day moving average is $181.24 and its 200 day moving average is $182.55. The company has a current ratio of 0.84, a quick ratio of 0.79 and a debt-to-equity ratio of 1.02. The stock has a market cap of $210.16 billion, a price-to-earnings ratio of 23.39, a PEG ratio of 1.38 and a beta of 1.16.

Salesforce (NYSE:CRM) last released its earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, beating the consensus estimate of $3.27 by $2.63. The business had revenue of $11.35 billion for the quarter, compared to the consensus estimate of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%.The business’s quarterly revenue was up 10.8% compared to the same quarter last year. During the same quarter last year, the business posted $2.91 earnings per share. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. On average, sell-side analysts anticipate that Salesforce Inc. will post 12.77 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Piper Sandler cut Salesforce from an “overweight” rating to a “neutral” rating in a report on Thursday, May 28th. HSBC lifted their price target on Salesforce from $350.00 to $356.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Cantor Fitzgerald restated an “overweight” rating and issued a $250.00 price objective on shares of Salesforce in a research report on Thursday. Wall Street Zen lowered shares of Salesforce from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Finally, Scotiabank cut Salesforce from a “sector outperform” rating to a “sector perform” rating in a research report on Thursday, June 18th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $261.15.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Strong quarterly beat and raised outlook: Salesforce reported adjusted EPS of $5.90 versus the $3.27 consensus estimate, while revenue rose 10.8% year over year to $11.35 billion, broadly topping expectations. Management raised its fiscal 2027 revenue outlook to approximately $46.1 billion-$46.4 billion and pointed to stronger bookings, lower attrition and potential organic growth reacceleration. Salesforce Stock Soars After Strong Results, Raised Outlook
• Positive Sentiment: AI partnership strengthens the growth narrative: Salesforce expanded its alliance with Anthropic, integrating Claude into Agentforce and launching “Claudeforce,” which places Salesforce CRM capabilities inside Claude. Investors viewed the agreement as evidence that Salesforce can monetize AI and benefit from rising usage; Agentforce and Data 360 annual recurring revenue approached $3.9 billion, with Agentforce ARR reaching about $1.5 billion. Salesforce Soars on Earnings Beat and AI Partnership
• Positive Sentiment: Analyst and institutional support: Wolfe Research upgraded CRM to “strong buy,” while several firms raised price targets, including Truist to $300, JPMorgan to $265 and Mizuho to $265. Heavy trading and reports of institutional buying suggest investors are reassessing the stock’s valuation and the broader software sector’s AI prospects.
• Neutral Sentiment: Profit quality warrants scrutiny: Strategic investment gains contributed $2.53 of the $5.90 adjusted EPS, including an estimated $2.7 billion unrealized gain tied to Salesforce’s Anthropic investment. This boosted reported earnings but may not represent recurring operating performance. Salesforce Stock Just Soared. Thank Anthropic.
• Negative Sentiment: Valuation and execution risks remain: After the rally, some analysts still see limited upside or downside, with UBS, Citi, Morgan Stanley and Wells Fargo retaining neutral or equivalent ratings. Critics also caution that Anthropic could control the AI orchestration layer, potentially limiting Salesforce’s long-term strategic leverage, while the rapid move may already price in much of the AI opportunity.

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.