Integrated Advisors Network LLC Has $1.43 Million Stock Holdings in Salesforce Inc. $CRM

Integrated Advisors Network LLC decreased its position in Salesforce Inc. (NYSE:CRM) by 33.3% during the 1st quarter, HoldingsChannel reports. The fund owned 7,645 shares of the CRM provider’s stock after selling 3,810 shares during the quarter. Integrated Advisors Network LLC’s holdings in Salesforce were worth $1,427,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of CRM. Strata Wealth Advisors LLC lifted its position in Salesforce by 4.3% during the 1st quarter. Strata Wealth Advisors LLC now owns 1,442 shares of the CRM provider’s stock worth $269,000 after buying an additional 59 shares in the last quarter. Kiley Juergens Wealth Management LLC bought a new position in shares of Salesforce in the 1st quarter valued at about $369,000. Dumont & Blake Investment Advisors LLC bought a new position in shares of Salesforce in the 1st quarter valued at about $727,000. Walser Wealth Management Company A Ltd Liability Co increased its position in shares of Salesforce by 23.8% in the first quarter. Walser Wealth Management Company A Ltd Liability Co now owns 2,325 shares of the CRM provider’s stock valued at $434,000 after acquiring an additional 447 shares during the last quarter. Finally, Busey Bank increased its position in shares of Salesforce by 1,700.6% in the first quarter. Busey Bank now owns 27,135 shares of the CRM provider’s stock valued at $5,065,000 after acquiring an additional 25,628 shares during the last quarter. Institutional investors and hedge funds own 80.43% of the company’s stock.

Key Salesforce News

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce said the U.S. Air Force is using its Missionforce National Security platform to manage a $13.5 billion vehicle fleet, a high-profile government contract that highlights demand for its software in mission-critical operations. Article Title
• Positive Sentiment: Guggenheim upgraded Salesforce to Buy from Neutral and set a $228 price target, arguing the AI bear case looks overdone and suggesting meaningful upside if the market re-rates the shares. Article Title
• Positive Sentiment: Salesforce also announced a $1 billion investment in Switzerland over five years to accelerate adoption of agentic AI, reinforcing its push into AI-led growth and enterprise automation. Article Title
• Positive Sentiment: New commentary around Slackbot pulling CRM data, generating charts, and sending DocuSign agreements from chat messages points to deeper product integration across Salesforce’s ecosystem, which could improve stickiness and sales productivity. Article Title
• Neutral Sentiment: Several articles reiterated that Salesforce remains a favored “beaten-down” software name with analyst support and potential upside, but they did not add materially new financial details beyond reinforcing the existing bullish narrative. Article Title
• Negative Sentiment: Despite the positive news flow, investors are still focused on Salesforce’s heavy AI spending and margin pressure, which has kept the stock near recent lows and capped enthusiasm. Article Title

Salesforce Price Performance

Shares of NYSE CRM opened at $166.60 on Thursday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 1.15. The business’s 50 day moving average price is $172.63 and its two-hundred day moving average price is $195.42. The company has a market cap of $136.44 billion, a PE ratio of 19.28, a price-to-earnings-growth ratio of 1.06 and a beta of 1.18. Salesforce Inc. has a twelve month low of $146.32 and a twelve month high of $275.56.

Salesforce (NYSE:CRM) last released its quarterly earnings data on Wednesday, May 27th. The CRM provider reported $3.88 earnings per share (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 during the quarter, compared to analysts’ expectations of $11.05 billion. During the same period last year, the firm posted $2.58 earnings per share. The business’s revenue 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. On average, analysts predict that Salesforce Inc. will post 10.29 EPS for the current year.

Salesforce Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Shareholders of record on Thursday, June 11th were issued a dividend of $0.44 per share. The ex-dividend date of this dividend was Thursday, June 11th. This represents a $1.76 annualized dividend and a yield of 1.1%. Salesforce’s dividend payout ratio (DPR) is currently 20.37%.

Salesforce declared that its Board of Directors has authorized a stock buyback plan on Monday, March 16th that authorizes the company to repurchase $25.00 billion in outstanding shares. This repurchase authorization authorizes the CRM provider to purchase up to 14.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

Several research analysts recently commented on CRM shares. Citigroup raised Salesforce from a “hold” rating to a “buy” rating in a research report on Wednesday, July 1st. Royal Bank Of Canada cut Salesforce from a “sector perform” rating to a “sector perform” rating in a research note on Wednesday, July 1st. Bank of America started coverage on Salesforce in a report on Monday, May 18th. They issued an “underperform” rating and a $160.00 price objective for the company. Sanford C. Bernstein decreased their target price on shares of Salesforce from $194.00 to $173.00 and set an “underperform” rating for the company in a research note on Thursday, May 28th. Finally, Truist Financial downgraded shares of Salesforce from a “strong-buy” rating to a “hold” rating in a report on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, Salesforce has a consensus rating of “Moderate Buy” and an average target price of $254.42.

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.