Salesforce Inc. $CRM Shares Acquired by International Assets Investment Management LLC

International Assets Investment Management LLC boosted its stake in shares of Salesforce Inc. (NYSE:CRM) by 14,005.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 425,000 shares of the CRM provider’s stock after purchasing an additional 421,987 shares during the quarter. Salesforce accounts for 0.7% of International Assets Investment Management LLC’s investment portfolio, making the stock its 24th largest position. International Assets Investment Management LLC’s holdings in Salesforce were worth $97,567,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Fluent Financial LLC acquired a new position in Salesforce in the second quarter valued at approximately $2,265,000. TAM Capital Management Inc. acquired a new position in Salesforce in the 1st quarter valued at about $40,945,000. Janus Henderson Group PLC increased its stake in Salesforce by 2.5% during the 1st quarter. Janus Henderson Group PLC now owns 127,739 shares of the CRM provider’s stock worth $23,846,000 after buying an additional 3,125 shares during the period. Anchor Investment Management LLC increased its position in shares of Salesforce by 184.5% during the second quarter. Anchor Investment Management LLC now owns 17,983 shares of the CRM provider’s stock worth $2,817,000 after acquiring an additional 11,663 shares during the period. Finally, Next Capital Management LLC purchased a new stake in Salesforce during the 1st quarter worth about $2,119,000. 80.43% of the stock is currently owned by institutional investors and hedge funds.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce signed a definitive agreement to acquire Rune Technologies, a defense-technology company. The deal supports Salesforce’s push into military and government applications, potentially expanding its addressable market and adding a specialized technology platform. Financial terms were not disclosed. Salesforce Signs Definitive Agreement to Acquire Rune Technologies
• Positive Sentiment: TPM Holdings completed an 18-month realignment centered on Salesforce CRM and artificial intelligence for the architecture, engineering and construction industries. Its combination of TrebleHook and The Hunley Group could expand Salesforce-based implementations and demonstrate growing demand for industry-specific AI tools. TPM Holdings Accelerates Investment in AI and Salesforce CRM
• Positive Sentiment: Several analyst and investment articles describe Salesforce as a potential AI rebound candidate, citing autonomous AI agents, improving monetization, strong free cash flow and its leadership in customer relationship management. These views may support longer-term sentiment, although they are not new company guidance. AI Comeback Story Article
• Neutral Sentiment: Salesforce’s earnings report is approaching, making upcoming revenue growth, AI adoption, margins and forward guidance the main near-term catalysts. The company’s latest reported quarter included revenue of $11.35 billion and adjusted earnings that exceeded consensus estimates. Salesforce Earnings Preview
• Negative Sentiment: Salesforce declined in sympathy with ServiceNow, Fortinet and other software stocks after investors focused on slower contracted-revenue growth despite earnings beats and higher AI targets. The reaction has renewed concerns about enterprise-software demand, AI monetization timelines and elevated sector valuations. ServiceNow Results Dent Software Stocks

Salesforce Stock Down 1.0%

CRM stock opened at $228.56 on Friday. The company’s 50 day simple moving average is $238.94 and its 200-day simple moving average is $198.88. The firm has a market capitalization of $188.10 billion, a PE ratio of 20.84, a P/E/G ratio of 1.05 and a beta of 1.26. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.84 and a quick ratio of 0.84. Salesforce Inc. has a 12 month low of $146.32 and a 12 month high of $269.11.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, topping the consensus estimate of $3.27 by $2.63. The company had revenue of $11.35 billion during 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%. Salesforce’s 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. Equities analysts expect that Salesforce Inc. will post 12.82 earnings per share for the current fiscal year.

Salesforce Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 8th. Shareholders of record on Thursday, September 17th were paid a $0.44 dividend. This represents a $1.76 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Thursday, September 17th. Salesforce’s payout ratio is presently 16.04%.

Insiders Place Their Bets

In related news, Director Craig Conway sold 4,500 shares of the company’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $260.61, for a total value of $1,172,745.00. Following the completion of the transaction, the director directly owned 5,437 shares in the company, valued at approximately $1,416,936.57. This represents a 45.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director David Blair Kirk acquired 4,176 shares of the company’s stock in a transaction dated Friday, September 18th. The shares were bought at an average cost of $239.33 per share, with a total value of $999,442.08. Following the purchase, the director owned 18,748 shares in the company, valued at approximately $4,486,958.84. The trade was a 28.66% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on CRM shares. Erste Group Bank raised shares of Salesforce from a “hold” rating to a “buy” rating in a research report on Wednesday, August 5th. BMO Capital Markets lifted their price target on Salesforce from $250.00 to $285.00 and gave the stock an “outperform” rating in a research report on Thursday, September 17th. Morgan Stanley set a $315.00 target price on shares of Salesforce in a report on Wednesday, September 2nd. Guggenheim upped their price target on Salesforce from $270.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, September 17th. Finally, Royal Bank Of Canada restated a “sector perform” rating and issued a $250.00 price objective on shares of Salesforce in a research report on Thursday, September 17th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, thirteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Salesforce presently has a consensus rating of “Moderate Buy” and an average price target of $278.98.

Salesforce Profile

Salesforce, Inc (NYSE: CRM) is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company’s products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.